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Overview
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Who All users viewing and managing line items |
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Why Make line items more efficient by allowing users to view messages and line item metadata at the same time |
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Example Users can view messages, while viewing allocation information at the same time. |
Walkthrough
Sold line items are the individual products purchased through proposals or order submissions within ui.marketing. They are used for order management and communication regarding updates, asset gathering and fulfillment requests.
The header of the line item is where you can find a concise summary of the overall state of the line item, this includes:
Line Item Status
Flagging Status
Line item Name
Product
Line Item ID
Order Name
Start and end date
The left-hand side of the line item has all the metat data associated with the line item that the operations team needs to fulfill the order
The right-hand side of the line item has all of the messaging and communication between users as well as internal notes.
For more information of all functionality with the line item views, please see the following articles
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Helpful Links
Include any helpful links that internal users may want to read. Below are some examples:
Feature Doc
How to use Documentation
Help Center
Pendo Features
Tableau Reporting
Goal Tracking (if applicable)