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Release Date

Overview

Who

All users viewing and managing line items

Why

Make line items more efficient by allowing users to view messages and line item metadata at the same time

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

Not Included

  • Dragging the columns horizontally

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)