Orders

New orders show up on the Dashboard tab in the New & Revised Orders grid; see Overview and Status Definitions for details. Tasks for new orders include:

Send the order on to WO Traffic for approval and processing.

Reject the entire order.

Confirm the order.

This video gives a basic 1 minute and 38 second overview of handling new orders.

Launch video player

Find and View Specific Orders

All orders are available on the Orders tab, including the ones that also show up on the Dashboard. Use the Search panel to find the orders you want.

Find Orders

Enter search criteria to find the orders you want and click Search. If the Search panel isn't visible, click the Search icon Icon_Search in the upper right corner to open it.

Most of the search fields are for basic order information, but two might not be obvious:

Transmission Period: This is when the order was sent to you.

Display Past Orders: Check this box to include past orders that are fully invoiced in the search results.

Click to expand

Click to expand

View Orders

The Orders grid fills with orders that match the criteria you entered. Click the link in the Alt Order # column to open the order for viewing and editing.

Click to expand

Click to expand

An order's Alt Order # begins with a 3-letter code that indicates what system the order came from. Alt order numbers in WO Order Connect begin with WOC, which indicates the order came from DARE or ePort.

Click to expand

Click to expand

Step01

Actions you can take with the order are available here. Click a blue link to open the order in PDF format, send the order to WO Traffic, unlink the order, and other tasks.

Step02

Click Expand to view more header info to see comments from the buyer and other information.

Step03

These tabs organize details about the order. Click to see offers related to the order, the revision history, the history of all status changes with comments, and WO Traffic approvals.

 

For more information, see:

Revised Orders

Revert an Order to the Prior Version

Export an Order to TVB

Overview and Status Definitions