Overview

Sending an order 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 Order Partner.

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

The exact process of sending an order depends on how the Order Partner has been configured to receive and confirm orders. There are three types of Order Partners:

• External Order Partners: Orders are sent to, and confirmed by, the Order Partner outside of OneStrata. For example, by email.
• In-System Order Partners: Orders are sent to, and confirmed by, the Order Partner within OneStrata, through the Vendor Inbox portal.
• Auto-Confirmation Order Partners: Orders are sent to the Order Partner within OneStrata, on the Order Details page. As soon as the order is sent, it is immediately considered confirmed.

Start the Order Request Process

All order requests begin in the same way. To start the order request process, do the following:

1. Go to the Order Details page of the desired order.
   
   
2. Optional: If desired, perform any of the following actions:
   

   Action	Step(s)
   Change the order version	By default, the Order Details page displays the most recent version of the order. To select a different order version, click the Version menu.
   Change the Order Details template of the order Once an order request is sent to the vendor, its Order Details template is "locked" to the order. No other Order Details template can be used for the order, even in later versions of the order.	By default, the Order Details grid uses the system default Order Details template. To select a different Order Details template, click the Template menu.
   Download the order	To download the order as a PDF file or Excel spreadsheet, click the Download Version button

   
   
   
3. Click the Send button. Depending on the type of the Order Partner, clicking the Send button has different effects:
   

   Order Partner Type	Effect
   External Order Partner	Clicking the Send button opens the Request Confirmation Externally widget. For more information, see Send an Order to an External Order Partner.
   In-System Order Partner	Clicking the Send button opens the Request Order Partner Confirmation widget. For more information, see Send an Order to an In-System Order Partner
   Auto Confirmation Order Partner	Clicking the Send button opens the Request Confirmation Externally widget. For more information, see Send an Order to an Auto Confirmation Order Partner

Send an Order to an External Order Partner

Sending an order to an External Order Partner requires taking some actions within OneStrata and taking some actions outside of OneStrata.

To send an order to an Order Partner with External Confirmation, do the following:

1. Start the order request process for the desired order, making sure to download a copy of the order to send to the vendor.
   
   
2. In the Request Confirmation Externally widget:
   

   Field Name	Step(s)
   Template	Review the selected Order Details template. Once an order request has been sent, its Order Details template can no longer be changed. If desired, choose another Order Details template by doing the following: Close the Request Confirmation Externally widget. On the Order Details page, use the Template menu to select a different Order Details template. Click the Send button to reopen the Request Confirmation Externally widget.
   Optional Add Comment	Optional: For Add Comment, enter a comment about the order request. The text that is entered here is internally visible only, and is added to the Comment History section of the order's Order Details page.

   
   
   
3. Click the Send button to send the order within OneStrata. On the Order grid, the status of the order changes from New to Pending.
   
   
4. Outside of OneStrata, send the downloaded order to the vendor and communicate as normal. Once confirmation of the order has been received, return to OneStrata.
   
   
5. On the Order Details page of the order, click Confirm to open the Order Confirmed Externally widget.
   
   
6. In the Order Confirmed Externally widget:
   

   Field Name	Step(s)
   Read-only Template	Read-only The Order Details template that was used for the order.
   Optional Add Comment	Optional: Enter a comment about the order confirmation request. The text that is entered is internally visible only, and appears within the Comment History section of the order's Order Details page.
   Upload A Document	Upload a document that provides proof of order confirmation. For example, a file that the vendor has provided.
   Optional Add Order Partner Order ID	Optional: Enter the identifier that the Order Partner uses for the order, if any.
   Disclaimer	Read the following disclaimer: An order with this order partner is configured to be automatically confirmed when proof of confirmation is uploaded by the agency. By confirming, I acknowledge the uploaded document represents agreement with the order partner on the current contents of this order.

   
   
   
7. Click the Confirm button to confirm the order within OneStrata. On the Order grid, the status of the order changes from Pending to Confirmed.

Send an Order to an In-System Order Partner

To send an order to an Order Partner with In-System Confirmation, do the following:

1. Start the order request process for the desired order.
   
   
2. In the Request Order Partner Confirmation widget:
   

   Field Name	Step(s)
   Template	Review the selected Order Details template. Once an order request has been sent, its Order Details template can no longer be changed. If desired, choose another Order Details template by doing the following: Close the Request Order Partner Confirmation widget. On the Order Details page, use the Template menu to select a different Order Details template. Click the Send button to reopen the Request Order Partner Confirmation widget.
   Vendor Contact Email Address	Orders can only be sent to email addresses that belong to an email domain that has been added to the Order Partner record. Select the email address of the desired vendor contact / Vendor Inbox user. The contact receives an email notification that there is a new order in Vendor Inbox that they should take action on. If the email address of the desired contact is not available in the dropdown list, manually enter the full email address.
   Optional Add Comment	Optional: Enter a comment about the order request. The text that is entered here is included in the notification email to the vendor contact, and is also added to the Comment History section of the order's Order Details page.

   
   
   
3. Click Send to send the order to Vendor Inbox. On the Orders grid, the status of the order changes from New to Pending.

Once the vendor confirms the order within Vendor Inbox, the status of the order changes from Pending to Confirmed.

Send an Order to an Auto Confirmation Order Partner

To send an order to an Order Partner with Auto Confirmation, do the following:

1. Start the order request process for the desired order.
   
   
2. In the Confirm Order widget:
   

   Field Name	Step(s)
   Template	Review the selected Order Details template. Once an order request has been sent, its Order Details template can no longer be changed. If desired, choose another Order Details template by doing the following: Close the Confirm Order widget. On the Order Details page, use the Template menu to select a different Order Details template. Click the Send button to reopen the Confirm Order widget.
   Optional Add Comment	Optional: Enter a comment about the order request. The text that is entered here is internally visible only, and is added to the Comment History section of the order's Order Details page.
   Disclaimer	Read the following disclaimer: An order with this order partner is configured to be automatically confirmed by the agency. By confirming, I acknowledge my intent to spend the order's current budget with this order partner.

   
   
   
3. Click the Send button to send the order. The order is immediately and automatically confirmed, and the status of the order on the Orders grid changes from New to Confirmed.