Delivery

Line Items Page Overview

A Line Item Order is an agreed-upon purchase order between the seller and the account. In Ad Sales Genius, there are several options for viewing, creating, and modifying line items. 

This article will take you through an overview of the Line Items page and the functionality found here.


Navigate to the Line Items page

To see the Line Items page click Delivery using the left-hand navigation menu.

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Click the Line Items tab to view your line items.

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Line Items Page Overview

The Line Items Page will show you everything that has been booked in the account. Initially, the page will display all of the ads in the system, but you can filter and sort these line items in any way you need. 

Across the top of the page, you will see a navigation bar and a few tabs. 

  • Use the button to view an unfiltered view of all of your line items.
  • Use the button to create a filter for easy viewing.
    While you are there, you can save the filter by clicking the Save View button. This will create a tab on the navigation bar.
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As with many pages in Ad Sales Genius, you have the option to add/remove columns by click the button.


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You can perform batch actions for selected line items by clicking the checkboxes next to each item and choosing the Batch Action button.

Using batch actions, you can:

  • Create an Email Campaign
  • Export your selected line item (with or without your production assets)
  • Run workflows for the selected line items
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The Line Items pane shows you the following information:

  • ID - This is the line item number.
  • Account - The name of the account this line item is for.
  • Ad - Access the Account's Ad Library to assign creative to a line item or view a preview of the assigned creative.
  • Ad Assigned - This tells you if there is an ad assigned to this order.
  • Ad Request Status - This will tell you the status of the ad request if there is one present on this line item order.
  • Pipeline Status - This is where you can view and assign pipeline statuses to the line item.
  • Description - This is a description of the line item.
  • Contract Number - This is the contract that contains the line item.
  • Sold By - This tells you who sold this ad.
  • View - Clicking this will display the Line Items Detail Panel. Clicking the drop-down arrow next to the View button will display the following options.

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