Here is What You Need to Know About Orders in Bionic for Agencies.
Once a media plan is created and authorized to move forward with, you can utilize orders to manage the workflows, statuses, and insertion orders that may be necessary. Orders will also house the financial breakouts when it is time to reconcile.
You will typically create orders regardless of the type of buy. Orders are multifunctional and can be used to manage platform buys (search, social, programmatic), as well as direct buys.
Here is how to manage orders:
- Set Up Orders
- Review Orders
- Approve Orders
- Generate Insertion Orders
- Handle Changes to Existing Orders
- Set Order Metadata
Set Up Orders
To start the process, you will need to create orders and ensure they are configured as desired.
Here is how to Set Up Orders.
Review Orders
Once orders have been set up, you will be able to track statuses and financials.
Here is how to Review Orders.
Approve Orders
Once an order is set up and reviewed, you can do an internal approval to sign off on the buy.
Here is how to Approve Orders.
Generate Insertion Orders
If an insertion order needs to be generated, the order can be utilized to either generate an IO document or serve as an electronic IO that you can send to the vendor.
Here is how to Generate Insertion Orders.
Handle Changes to Existing Orders
Once an order has been placed, you are able to make revisions as needed.
Here is how to Handle Changes to Existing Orders.
Set Order Metadata
If you need to represent any custom data specific to orders (often in the context of integrations), you can set metadata.
Here is how to Set Order Metadata.