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Overview

Include A Shared Block
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Orders can then be sent.

In OneStrata, sending an Orderorder refers to electronically sending a vendor a request to place a media buy. The order request signals the desire to initiate a media buying transaction between the Agency and a vendor, or Order Partner.

When the Order Partner confirms or declines the Orderorder, the status of the Orderorder within OneStrata is updated accordingly.

OneStrata Orders

Order Terms and Concepts

This section contains information about terms and concepts related to Orders orders in OneStrata.

Types of Order Partner Approval Confirmation

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Order-Confirmation-Types
Order-Confirmation-Types
Order Confirmation Types

The process of sending an Order to an Order Partner depends order in OneStrata (by clicking the Send button on the Order Details page) depends on how the Order Partner has been configured to receive and confirm Ordersorders. This setting is is defined in the Administration module: Administrationon the Administration > Entity Management > Order Partners > (Specific Order Partner) >Details tab, in the Order Approval Confirmation Setting section.

There are three types of Order Partner Approval Confirmationsorder confirmation:

  • External Confirmation
  • In-System Vendor Confirmation
  • Agency Auto-Confirmation
Order Partner Approval Confirmation TypeDescription

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External-Order-Confirmation
External-Order-Confirmation
External Confirmation

When an order is sent in OneStrata to an Order Partner configured for external confirmation (an external Order Partner), some actions are done in OneStrata and some actions are done outside of OneStrata.

Any communication with the vendor is done outside of OneStrata, for example

Order requests are sent to the External Order Partner outside of OneStrata. For example,

over email.

After

Once the

Order Partner

vendor confirms or declines the order request externally,

the Agency user uploads

a document (like a screenshot or PDF) is uploaded to OneStrata

to confirm or decline the Order within OneStrata.

as proof of their response, and the status of the order is updated accordingly.

Info

See also:


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In-System-Order-Confirmation
In-System-Order-Confirmation
In-System Vendor Confirmation

Order requests are sent to the In

When an order is sent in OneStrata to an Order Partner configured for in-system confirmation (an in-system Order Partner

within the OneStrata Vendor Inbox portal.

When the Order Partner responds to the Order request within Vendor Inbox, the decision and new Order status (Confirmed or Declined) are automatically pushed to OneStrata, 

Agency Auto Confirmation

Order requests are not manually confirmed by the Auto-Confirmation Order Partner.

When an Order is sent in OneStrata (by clicking the Send button on the Order screen) by the Agency user, the Order is immediately considered confirmed within OneStrata. Biddable suppliers and tech providers typically fall into this category, with orders set up in an outside platform.

Media Campaigns > (Specific Campaign) > Orders Tab UI Reference

The Orders tab displays information about a campaign's media orders.

Orders Tab UI Elements

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Item

Description

1Campaign Header

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2

Filters icon

Click the Filters icon to open the filter pane and filter through the list of Orders.

3

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Search for an Order by name or Order ID.

4

Order Grid

A list of a campaign's Orders, grouped by Order Partner.

For more information, see Order Grid Reference.

AnchorOrder-Grid-ReferenceOrder-Grid-ReferenceOrder Grid Reference

A non-exhaustive list of the most common Order Grid columns. Depending on how an agency or Enterprise has been configured, the Order Grid may contain more or fewer columns, in a different order.

Column NameDescription AnchorOrder-StatusOrder-StatusStatus (Order Status)

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The status of the Order:

New: No confirmation request has been sent to the Order Partner
Pending: A confirmation request was sent to an Order Partner, and the Order has not been accepted or rejected yet
Confirmed: A confirmation request was sent to an Order Partner, and the Order was accepted
Declined: A confirmation request was sent to an Order Partner, and the Order was rejected
Revised-Unsent: An Order that was previously Confirmed, but has new changes that have not been sent to the Order Partner yet. When a new confirmation request is sent to the Order Partner, the Revised-Unsent status changes to Pending.
Cancelled-Unsent: An Order that was previously Confirmed, but is now marked within OneStrata for cancellation. When the cancellation request is sent to the Order Partner, the Cancelled-Unsent status changes to Cancelled Requested

), the order request is sent to Vendor Inbox for further action.

In Vendor Inbox, the selected vendor contact can confirm or decline the order request. Their decision is pushed to OneStrata, and the status of the order is updated accordingly.

If the internal seller workflow is enabled, an in-system Order Partner can be further specified as an internal seller Order Partner. Orders that are sent to an internal seller Order Partner are confirmed or declined in Vendor Inbox by an internal OneStrata Seller user, not by a third-party vendor.

Info

See also:


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Auto-Order-Confirmation
Auto-Order-Confirmation
Agency Auto Confirmation

When an order is sent in OneStrata to an Order Partner configured for agency auto confirmation (an auto-confirmation Order Partner), the order request is automatically confirmed, and the status of the order is immediately updated to Confirmed.

Biddable suppliers and tech providers are typically configured for auto confirmation.

Info

See also:


Order Partner Types

There are four types of Order Partners:

  • External Order Partners
  • In-system Order Partners
  • Internal seller Order Partners
  • Auto-confirmation Order Partners
.
Cancellation Requested: A cancellation request was sent to an Order Partner for an Order that was previously Confirmed. When the Order Partner accepts the cancellation request, the Cancelled Requested status changes to Cancelled.
  • Cancelled: An Order that was previously Confirmed, but is now cancelled.

    • Name & ID (Order Name & Order ID)

    Name (Order Name): The name of the Order. Click the Order Name link to open an Order and access its Order screen.

    ID (Order ID): The unique, OneStrata identification number of the Order.

    Actualization Status

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    The actualization status of the Order:

    • Not Actualized: None of the Billing Period lines associated with the Order are actualized
    • Partially Actualized: At least one, but not all, of the Billing Period lines associated with the Order are actualized
    • Actualized: All of the Billing Period lines associated with the Order are actualized

    For more information, see Actualization Grid Reference.

    Start Date

    The start date of the Order.

    End Date

    The end date of the Order.

    Gross (Vendor Gross Cost)

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    Net (Vendor Net Cost)

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    pageCosts and Calculations

    Client (Client Gross Cost)

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    Action

    Click to open the Manage Order screen, and split or merge Orders

    For more information, see About Entities > Order Partners > Order Partner Types

    .