Manage Order Terms

Here’s how to manage your organization’s order Terms in Bionic for Agencies.

Learn in Bionic Academy: Administer Your Account - The Basics

When you send electronic insertion orders from Bionic, you have the ability to pre-set your Terms that can be selected in the orders you create. This eliminates the need to enter various order Terms with your vendors each and every time. With Bionic you can set your Terms and reuse them at your convenience.

Terms are set in the Administration area of Bionic.

In this help article, we’ll cover:

1. Access Your Terms
2. Set Default Terms
3. Sort and Filter Terms
4. Search Your Terms
5. Add New Terms
6. Clone Terms
7. Edit Terms
8. Delete and Deactivate Terms
9. Download Terms

Access Your Terms

Here is how to get to the Terms tab to view/manage your Terms:

1. Click on Your Company Name in the Upper Right Corner.
2. Click on Administration.
3. Click on the Terms Tab to view your organization’s order terms.

Set Default Terms

You can set a specific terms as your Default. Here's how:

1. Click the checkbox on the Terms you wish to Set as Default.
2. Click the Set as Default button.
3. The default Terms will be denoted by a Star icon.

Sort and Filter Your Terms

You can sort and/or filter the Terms in the Terms Tab. Here’s How:

Sort Your Terms

Here’s how to sort users:

1. Click on the Header name of the Columns in the Table.

Filter Your Terms

Here’s how to filter terms:

1. Click on the Active
2. Select Active or Inactive to filter.
3. Click Apply.

Search Your Terms

In addition to sorting and filtering, you can also search for specific Terms using the search bar provided. The list of Terms will be narrowed by keywords entered.

1. Type in the Search Bar the name of Terms.

Add Your Terms

Here is how to add new Terms:

1. Click Add Terms.
2. Enter Name of Terms.
3. Enter the Terms in the large text box or alternatively you can Attach terms as PDF.
4. Click Create.

Clone Terms

Here’s how to clone Terms:

1. Select the checkbox next to Terms you’d like to clone.
2. Click Clone.

Edit Terms

Here is how to edit Terms:

1. Click on the Terms name you’d like to edit.
2. Edit Name and content.
3. Click Save.

Delete and Deactivate Terms

Here is how to delete and deactivate Terms:

1. Select the checkbox next to the Terms you’d like to delete/deactivate.
2. Click on the Delete or Deactivate button.
3. If Deleting Terms, click Yes, delete terms to confirm.

Download Terms

You have the option to download the list of terms or download individual terms with complete content. Here is how to:

1. Download List of Terms
2. Download individual Terms

Download List of Terms

1. Click on the Download button in the Terms tab.
   
   

Download Individual Terms

1. Click on the Terms name you’d like to download.
2. Click the Download button in the Edit Terms dialog.

Next Steps:

• Set up Orders