Table of Contents
Overview
An Order Partner record defines important information about an Order Partner, like how it receives and confirms orders.
Create an Order Partner Record
When creating an Order Partner record, there are five to six main steps:
- Start the Order Partner record creation process.
- Enter general details.
- Optional: Enter address and contact information.
- Enter additional details, like Order Partner type.
- Finish the Order Partner record creation process.
- For In-System Order Partners only: Add an email domain to the Order Partner record.
Start the Order Partner Record Creation Process
To start the Order Partner record creation process, do the following:
- Go to the Administration > Entity Management > Order Partners page.
- Click the Create Order Partner button to open the Create Order Partner widget.
Enter General Details
In the General section of the Create Order Partner widget:
| Field Name | Description |
|---|---|
| Name | Enter the name of the Order Partner. |
Optional Local Name | Optional: Enter a nickname for the Order Partner. |
Optional Code | Optional: Enter a short code for the Order Partner. |
Optional Logo URL | Optional: Enter a URL to a page that hosts the Order Partner's logo. If the Include Logo setting in the Order Details template is selected, this URL is used to source the Order Partner logo that is displayed on the Order Details and Vendor Order Details pages. |
Optional Market | Optional: Enter a market for the Order Partner. |
Optional: Enter Address and Contact Information
In the Address and Contact sections of the Create Order Partner widget:
| Field Name | Description |
|---|---|
Optional Billing | (Optional) To add a billing address to the Order Partner record, do the following:
When an order is sent to an Order Partner, the billing address of the Order Partner (if any) is included on the Order Details page of the order. |
Optional Contact | (Optional) To add a contact to the Order Partner record, do the following:
|
Enter Additional Details
In the Additional Details section of the Create Order Partner widget:
Field Name The value of any fields with a red background cannot be changed after the Order Partner record is created. | Description |
|---|---|
Order Approval Confirmation Setting | Select the Order Partner type (how the Order Partner receives and confirms orders):
|
Internal Seller Workflow The Internal Seller Workflow checkbox is only available if:
| Select the Internal Seller Workflow checkbox to create an Internal Seller Order Partner. Orders that are sent to an Internal Seller Order Partner are confirmed in Vendor Inbox by an internal OneStrata seller user, instead of by a third-party vendor. This enables an internal trade desk-like configuration. |
External ID | Enter an external identifier for the Order Partner. |
Finish the Order Record Creation Process
To finish the Order Partner record creation process:
- Click the Save button.
Add an Email Domain to an Order Partner Record
When an order is sent to a In-System Order Partner, the contact assigned to the order receives an email notification that there is a new order in Vendor Inbox that they should take action on. Or, if the contact does not have a Vendor Inbox account yet, they receive an email inviting them to create a Vendor Inbox account.
In order for the Order Partner contact to receive such emails, their email domain must be added to the Order Partner record
To add an email domain to an Order Partner record, do the following:
- Go to the Administration > Entity Management > Order Partners page.
- Open the desired Order Partner record.
- In the Order Partner record, go to the Email Domains tab.
- On the Email Domains tab:
- For the Email Domains field, enter the desired email domain, making sure to start the domain with the @ symbol.
- Click the Add button.
- For the Email Domains field, enter the desired email domain, making sure to start the domain with the @ symbol.
- In the Order Partner record, click the Save button.