The Line Items Table within Ui.Marketing is where users can go to see a list of line items. What line items a user sees is dependent upon the user’s permissions.

Table of Contents

Overview

The line items table within Orders in Ui.Marketing is a great place to see line items at a glance with high-level info, including pacing metrics.

Users can also create custom line item table views where they have customized and filtered the table to only show information that is important to them or for that specific view that they want to visit frequently. Learn more about saved views >>

Customizing

Users can customize their columns in their table to only show relevant information to them. This also includes what pacing metrics, if any, they wish to view.

Customize Options for Admin Users

Actions
Flags
Partner
Division
Advertiser
Country
Line Item Name
Product
Product Class
Product Manager
Order Name
Status
Start Date
End Date
Date Received
External ID
Created
Line Item ID
Requester
Assignee
Notes*
Last Message
Retail Rate
Billing Type

Pacing Metrics

Click Pace*
Clicks*
CPC*
CPV*
CTR
Daily Impression Cap*
Days Left*
Goal Daily Budget*
Impression Pace
Impressions
Ordered Ad Spend
Ordered Clicks*
Ordered Impressions
Ordered Views
Projected Spend
Projected Spend Difference*
Spend Pace
Total Spend*
View Pace
View Rate*
Views*

*These items are not available for external users

Filtering

Users can filter the line items table to narrow down the line items they see. Once a line items table is filtered and customized to how a user wants, they can then save this line item table view. Below is how to apply filters to the line items table.

Filter Options for Admin Users

Dates
Partner (Admins only)
Division
Advertiser (Multi-select)
Order Name
Status (Multi-select)
Flags (Multi-select)
Requesters (Multi-select)

External ID (Multi-select)
Products (Multi-select)
Assignee (Multi-select)
Followers (Multi-select)
Line Item ID (Multi-select)
Product Manager
Product Classes (Multi-Select)

Filter Options for External Users

Basically, everything but 'Partners'.

Dates
Division
Advertiser (Multi-select)
Order Name
Status (Multi-select)
Flags (Multi-select)
Requesters (Multi-select)

External ID (Multi-select)
Products (Multi-select)
Assignee (Multi-select)
Followers (Multi-select)
Line Item ID (Multi-select)
Product Manager
Product Classes (Multi-Select)

Actions

Within the line items table, users will see an actions column where they can do the following actions:

View/Edit. This takes the user to the line item they clicked the ellipsis on.
Delete. For Admin users only, this allows users to delete line items. Users can only delete line items that are in New or Pending status.
View Report. This takes users to the Advertiser Summary reporting for the advertiser that the line item is associated with.
Clone Line Item. This option allows you to quickly clone a line item from the table.

Cloning a Line Item

Cloning a line item allows you to rename the line item and then select a new start date. You cannot edit the end date until after the line item has been cloned.

Once a line item has been cloned the user is then taken to the review page to ensure everything looks correct prior to submitting the new line item to our team.

From here, users can also edit any line item details by clicking on the icon on the line item.

Bulk Updates

On the line items table, Admin users can update certain elements of line items.

Use the checkbox in the header to select all line items that are loaded on the table view.

Line items that have not yet loaded on the page (requiring you to scroll down) will not be selected. To select all items, scroll to the bottom of the table first.

Check or uncheck individual line items
The number of line items selected will show in the bulk actions box
Bulk actions are only available on AdCellerant-Managed line items not on line items managed by the partner.

Bulk Message

Clicking the Bulk Message option from the line items table will send a message across all line items selected.

If line items exist across advertisers, a warning will show (see above GIF). You can still send the message.
Can toggle to internal only and add attachments

Once the message is sent, all users associated with those line items will receive notifications.

Bulk Status

Clicking Bulk Status will allow you to update the status of all selected line items. You can choose to send a message when updating the status too (the same bulk message functionality applies).