View Provider Orders

Overview

Some partners submit orders/requests for work to marketing providers through the Unifyr One Marketplace. Depending on the way you set up the provider offerings of services, and your environment, they may fund the orders themselves or charge the order directly to an MDF fund. The partners and providers can manage orders and communicate from their portal accounts, and you have an option to oversee the orders and participate from Unifyr One Admin. 

For more information about the Unifyr One Marketplace, see About Marketplace.

To view the orders, navigate to Partner Management > MDF > Agency Orders. 

In this view, you can monitor the list of orders made by your partners and get more information about each one.

Order Status Descriptions

An order can be at one of these statuses:

Draft

Request has been made but not submitted to provider.

Pending Quotes

Submitted by a partner and available for applicable providers to submit quotes. The order can be canceled.

Pending Approval

Submitted by the partner and waiting to be approved. The order does not require quotes from a provider. The order can be canceled.

Approved

A quote submitted by a partner has been approved and the order sent to the provider. This is the first status at which the provider is aware of the order by the partner. Notifications are sent to the partner, provider, and others specifically requested. The order can be canceled.

Denied

Denied by the provider.

Not Started

Accepted by the provider but no work has begun on the order.

In Progress

The provider has started work on the order.

Waiting for Partner

The provider is waiting on the partner to respond to a request before proceeding with working on the order.

Scheduled

The provider has finished work on the order and has scheduled its execution.

Executing

The order is being executed and stats are being collected.

Completed

The provider has finished work on the job.

Cancelled

The order has been cancelled by the partner or the provider. This can be for any reason, for example:

• The partner decided not to accept the quote from the provider. 
• The provider decided not to participate in the quoting process.
• The service is no longer required by the partner.

Archived

Work is complete, or the order is cancelled, and the provider wants to complete their records and move the order from their Manage Orders view.

Sort the Orders List

The Orders list can be sorted by report headers. Click the headers to change the order of the view.

Tip: Filter on the Payment Type column if you want to see orders being charged to an MDF fund. 

The headers are:

1. Provider
2. Partner
3. Name - the service ordered (based on the name of the standard or custom marketing activity the provider's offering was based on - see Manage Provider Offerings for information)
4. Status - order status 
5. Price - cost of the service
6. Payment Type - the way the order will be funded, either Partner Funded or charged to a specific MDF fund if this is active in your system
7. Estimated Completion Date
8. Last Activity - the date on which the last update was made to the order
9. Leads - the number of Leads associated with the order

Filter the Orders List by Order Status

Filtering allows you to narrow the results presented to get a specific list of data for review or export. The list includes filters based on order status - click each one to toggle the filter on or off as required.

View Orders From Specific Partners

Partner filter fields are managed in your account configuration and allow you to filter reports and content throughout Unifyr One. These pieces of metadata are customizable. You can work with your Unifyr One team to define the fields that will work best for your company.

In Unifyr One, you add partner filters to limit the partners who have access to specific information. 

Using the All Partners button, specify whether to display orders from all partners or just those from specific partners or specific sets of partners. In the Apply Partner Filters window, select the filter values individually to apply/remove them, or use the Check All or Clear All for a filter category to apply or remove all its possible values.

When you've added a partner filter, the button changes to show a summary of the filter you have in place.

View Order Details and Add Comments

Whether you’re a CAM that is working with a partner and provider to complete an order or you lead the administrative/finance initiatives of your partner program, you can add comments to orders through Unifyr One. The partner and provider associated with the order will be notified of your comment.

You can also view previous comments on the order.

1. Navigate to Partner Management > MDF > Agency Orders.
2. Click on the Name of the order you want to view. 

3. The window shows the details of the order. Scroll down to New Comment.

   

4. Enter your comment and click Save. Your comment is saved in the comment thread for the order - it's visible both here and in the order when viewed by the partner/provider in their portal.

   

Export a List of Orders

You can export a list of orders as a .CSV file and have it emailed to your designated email inbox. Sort and filter the list as required, then click Export to generate the file.

The export will include a list of all the orders, with full information for each, such as:

• Order ID
• Zift Partner ID
• Partner name and other information
• Submitter
• Provider
• Campaign associated with order/service
• Name of service
• Status
• Price
• Estimated completion date
• Last activity
• Payment method
• MDF Transaction ID and Fund ID 
• Fund ID,
• Leads associated with order
• 3rd party order ID
• Partner filters applied to offering in Unifyr One