What is Market Jurisdiction?
Market Jurisdiction allows you to assign a jurisdiction to an account and producers.
How Does It Work?
When the Market Jurisdictions are applied to selected Producers and Accounts, only the accounts and producers within those jurisdictions can request an order in the Marketplace. This feature applies only to Marketplace and Price Books. It does not apply to orders created in Vinosmith by reps or admins.
Setting Up Market Jurisdiction
Set Up Your Market Jurisdictions
Click on Accounts
On the left navigation, under Market Jurisdictions, click on Manage
If you'd like to add a new Market Jurisdiction, click on Add a New Market Jurisdiction
Add Your New Jurisdictions to the Accounts As Needed
Go to the account you'd like to add a Market Jurisdiction to
Scroll down to Market Jurisdictions
Click on Add
Select the appropriate Market Jurisdiction in the drop-down menu
Click on Save
Add Your New Jurisdictions to Producers As Needed
Go to the producer you'd like to add a Market Jurisdiction to
Scroll down to Market Jurisdictions
Click on Add
Select the appropriate Market Jurisdiction in the drop-down menu
Click on Save
Enforce Market Jurisdictions
Once all of your Market Jurisdictions have been created, then it's time to enforce them.
Please note: It's essential to have your Market Jurisdictions created and in place before enforcing them. Otherwise, they will not be recognized by the system.
Click on My Account
Click on Manage
Click on Edit
Scroll down to the Account Management section
Check the box next to Enforce Market Jurisdictions?
Click on Save Changes
Batch Updates
The export/import flows can be used to update jurisdictions via batch. Both the Account and Producer export/import flows can support this.
Please note: the Market Jurisdiction(s) must be created before adding it to the import file.