Create an Order Partner Record

To create an Order Partner record, do the following:

1. Go to the Administration > Entity Management > Order Partners page.
2. Click the Create Order Partner button to open the Create Order Partner widget.
3. On the Create Partner widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the Order Partner record is created.	Action
   General	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.
   Address	Optional Billing	Optional: Add a billing address to the Order Partner record. 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. To add a billing address, do the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Order Partner. Click Save.
   Contact	Optional Contact	Optional: Add a contact to the Order Partner record. To add a contact, do the following: Click + Add Contact to open the Add Contact widget. In the Add Contact widget: Enter the information of the contact, including name and email. Click Save.
   Additional Details	Order Approval Confirmation Setting	Select how the Order Partner receives and confirms orders: Agency Auto Confirmation: The Order Partner confirms orders automatically. In System Vendor Confirmation: The Order Partner confirms orders within Vendor Inbox. When creating an In-System Order Partner, additional steps are required to enable access to Vendor Inbox. For more information, see Add an Email Domain to an Order Partner Record. External Confirmation: The Order Partner confirms orders externally.
   	Optional (For In-System Order Partners only) Internal Seller Workflow The Internal Seller Workflow checkbox is only available if: The Order Approval Confirmation Setting value is In System Vendor Confirmation; and The Internal Seller workflow is enabled.	Optional: For an In-System Order Partner, create an Internal Seller Order Partner by selecting the Internal Seller Workflow checkbox. 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.

4. Click Create.

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:

1. Go to the Administration > Entity Management > Order Partners page.
   
   
2. Open the desired Order Partner record.
   
   
3. In the Order Partner record, go to the Email Domains tab.
   
   
4. On the Email Domains tab:
   
   
   1. For the Email Domains field, enter the desired email domain, making sure to start the domain with the @ symbol.
      
      
   2. Click the Add button.
      
      
5. In the Order Partner record, click the Save button.