Send Electronic Insertion Orders
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      2. Bionic for Agencies
      3. Send Electronic Insertion Orders

      Generate Insertion Orders

      Here's how to Generate Insertion Orders in Bionic for Agencies.

      Insertion orders can be generated directly from the orders you create. Insertion orders can be downloaded and handled offline, or they can be electronically transmitted to the vendors. You can also handle instances where insertion orders may be sent to you by the vendors.

      NOTE: If orders do not require an insertion order, you can skip these steps.

      In this article, we'll cover:

      1. Generate Offline Insertions Orders (or Accept Vendor Generated Insertion Orders)
      2. Send Electronic Insertion Orders

      Generate Offline Insertions Orders (or Accept Vendor Generated Insertion Orders)

      Any form of offline insertion order can be managed through this workflow:

      1. From the Orders tab, click on the Order number to enter into edit mode.
      2. In the Overview tab, click the Accept Offline button.
      3. If you need to generate an insertion order, click on the Download the order PDF link. This will generate a PDF with the approver's signature if one is present from the approval. Follow the instructions to get the vendor signature.
      4. To record the acceptance, in the Order Approved By box, enter the name of the vendor approver.
      5. Attached the signed document (optional).
      6. Press Approve.

      A screenshot of the Orders tab on the Organizational level.

      A screenshot of the Overview Tab of an Order.
      A screenshot of the Approve Offline dialog.

      Send Electronic Insertion Orders

      If you prefer to send this insertion order electronically, it will enable the vendor to electronically sign the IO directly within Bionic. Here is how to send electronic insertion orders:

      NOTE: The ad sales rep will need a Bionic account. It is free for them and Bionic Customer Support will provide any assistance necessary. Contact Bionic Customer Support to add new reps.

      1. From the Orders tab, click on the Order number to enter into edit mode.
      2. In the Overview tab, click the Request Online Acceptance button.
      3. Select the checkbox next to the name(s) you would like to send the order to. Use the search if needed to find your contact.
      4. Press Send.

      A screenshot of the Orders tab on the Organizational level.

      A screenshot of the Overview Tab of an Order.

      A screenshot of the Request Order Acceptance dialog.

      NOTE: You will be notified via email once the vendor responds. They can opt to Accept or Reject the order.

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