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

  1. 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
  2. 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
  3. 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
  4. 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.