# Manage Markets

{% hint style="warning" %}
A market is a segment, a form of grouping clients that is really useful for reporting modules inside the UNOSOF application.
{% endhint %}

The users can assign clients, prices, products, boxes, incoterms, and many other data to a market.&#x20;

Markets are advantageous to report with, let's learn more!

## View Markets

{% hint style="success" %}
**Route**: Customers / Customer Info / **Manage Markets**
{% endhint %}

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2Fxcwao872SnuwGiIvZkwS%2FScreenshot%202023-03-17%20at%2008.35.17.png?alt=media&#x26;token=21854a08-ec87-42e1-b9c6-273d83fd295a" alt=""><figcaption><p>Route</p></figcaption></figure>

The following page will load.&#x20;

![](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8S7oK7VMUIw1eORFMD%2F-M8S7ziCDViYV1enXUbD%2Fimage.png?alt=media\&token=cd614f60-5414-42e0-904a-780cbcc3ed6e)

## Create a New Market

Please click on the "New Market" button.

![](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8S96EL_Lnx5F38VklH%2F-M8SAIrASaOiQ1S5Cy-c%2FScreen%20Shot%202020-05-28%20at%204.24.28%20PM.png?alt=media\&token=52c78a7b-f3e0-42c3-8d36-c0750920a492)

a new "**Market"** display will appear.

Please modify the "**Market Priority**" to # **1.**

Also please direct to the "**Market Name**" and "**Dispo Group"** to change the name of the Market.

After that please hit on the **save** button.

![](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8S96EL_Lnx5F38VklH%2F-M8SAb_QDEDgYqQTwaQ_%2Fimage.png?alt=media\&token=ff82db42-3ffc-4a03-a671-a8ea82a20693)

The new market will appear in the **Market Results** section with the other created markets.

## Assign boxes

Each box type can be assigned to a segment that we call "Markets". &#x20;

As users might have learned, clients are also assigned to markets, that means:&#x20;

{% hint style="info" %}
When you create a purchase order, the only boxes that will show up are the ones that are assigned to the same segment.&#x20;
{% endhint %}

**Step 1)**

&#x20;Please check to which market is the client assigned to?

Please go to: Customers > Customer Info > **Manage Customers**

![Manage Customers , Market assignment](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M4zkcevbZ7FOLriV9zy%2F-M4znAppHcLFtw06jhIM%2FScreen%20Shot%202020-04-15%20at%204.43.44%20PM.png?alt=media\&token=8c9107cc-a07b-46ba-978d-08536ae14e0e)

Enter to the Customer information to assign the market.

![](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8V_sYIFl4OHykY2xxq%2F-M8VaMA8VamCNIn9Svxx%2FScreen%20Shot%202020-05-29%20at%2008.22.28.png?alt=media\&token=50ffbec4-95c8-4d0f-baa8-da54ba732ef1)

**Step 2)**&#x20;

Please enter the market form.\
\
Go to: Customers > Customer Info > **Manage Markets**

![manage markets](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M4zkcevbZ7FOLriV9zy%2F-M4zmfYeu7dpiinBH11n%2FScreen%20Shot%202020-04-15%20at%204.40.36%20PM.png?alt=media\&token=2a2dae15-f0e3-493b-b4c5-1e2c8a3bbc9e)

**Step 3)**&#x20;

Assign the boxes to the market by entering the tab Boxes.

![Box assignment](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M4zkcevbZ7FOLriV9zy%2F-M4znfN5yKMdT3kAIIu5%2FScreen%20Shot%202020-04-15%20at%204.45.32%20PM.png?alt=media\&token=60008634-d718-44e7-a98e-b4a47f0e3642)

All the selected boxes, shall be assigned to the market, after hitting save.

![Save assignments](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M4zp5UhyOk-k7Tf8vgt%2F-M4zpZGMHV7lzAcWsmK5%2FScreen%20Shot%202020-04-15%20at%204.54.16%20PM.png?alt=media\&token=c8f508ed-67d5-43da-a203-d83ea7c8d00d)

{% hint style="info" %}
It's recommendable to only assign the boxes to a market that are needed to sell in that segment.
{% endhint %}

If the users wish to create a new box type, please go to:

{% content-ref url="../../exportations/boxes" %}
[boxes](https://manual.unosofbooks.com/exportations/boxes)
{% endcontent-ref %}

## Assign Priority Levels

![Order priority view](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-MFbppdMNApebNY6DY_V%2F-MFbqGgmYJFt5A1bbXn5%2FScreen%20Shot%202020-08-25%20at%205.58.10%20PM.png?alt=media\&token=1bfd7191-a953-4019-9112-17db6647a15f)

Enter in the market form to set the market priority. Via this setting you can make one market more important than another market. Set a numeric number, hit save and refresh the manage markets view to see the new order.&#x20;

![Market priority](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-MFbqHpg7CYhp7TwEOpP%2F-MFbqgI2nO0ZSVy0z-_C%2FScreen%20Shot%202020-08-25%20at%206.00.34%20PM.png?alt=media\&token=03da4bfc-8da9-4a7d-8a38-d22269caf70c)

After having set all the markets correctly, rebuild the priority table.&#x20;

{% content-ref url="../../inventory/inventory-priority/priority-management" %}
[priority-management](https://manual.unosofbooks.com/inventory/inventory-priority/priority-management)
{% endcontent-ref %}
