About Provider Orders

Overview

Partners place orders requesting marketing services with providers (the portal term for agencies). The marketing provider has a fixed price option or will reply with a quote, and provides a detailed plan for services included and associated costs, the date for quote expiration (if applicable), the estimated date for project completion, and any other terms and conditions. If the partner accepts the terms, the provider will begin work. Partners, providers, and (optionally) suppliers can communicate about the order while it's being executed in the portal and the provider will update the status as the project progresses.

You can create orders for services in three places in your portal:

• If you activate an activity provided by a 3rd party (Full Service Activity) in a campaign. Here, a partner has the activity SEO Consultation, provided by Taylor Marketing, in their Optimise Your Reach campaign:

  

• When you pick a service offered in the Marketplace (if your supplier has enabled it on your portal). For more information about Marketplace, see About Marketplace.

  

• When you access a provider via a Provider Locator (if your supplier has enabled it on your portal). For more information about Provider Locators, see About Provider Locator.

  

Orders can be charged to MDF funds or self-funded, depending on your portal setup.

For information about creating and managing orders for services, see Manage Provider Orders.

Contents

Click + to expand each section.

About the My Orders View

My Orders allows you to keep track of the orders you've placed with providers, both current and past, and the quotes you've received. My Orders is located at Campaigns > My Orders (or Marketplace > My Orders if enabled on your portal).

Note

The name/location of the page might be different in your partner portal - your supplier decides what it is called.

In the My Orders view, you can do the following:

• View your orders and the name of the provider, the rate (cost), payment method (MDF fund or Partner Funded), order status and relevant dates.
• Click an order name or View Order to view the full details of the order. You can access the following information: 
  • Activity Dashboard - contact list, order status, comments from provider, partner, and supplier, notification recipients, order description
  • Leads - leads generated from the order
  • Order Details - general information about the order and the service requested
• Search for orders using keywords.
• Filter the list of orders by Provider, Order Status, and Activity Type.
• Sort the list of orders by Submitted date, Last Activity date, and Estimated Completion date.

Provider Order Status Descriptions

Provider orders are assigned a status based on what you and the provider are doing at the moment.

An order can be at one of these statuses:

Pending Quotes

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

Pending Approval

An order submitted by the partner and is waiting to be approved or rejected. The order does not require quotes from providers. The order can be canceled.

Approved

A quote submitted by the partner that is 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 by Provider

Accepted by the provider but no work has begun on the order. The order can be canceled.

In Progress

The provider has started working on the order and will notify the partner if they need to take action. The order can't be canceled.

Waiting for Partner

The provider is waiting for you to provide information so they can proceed. The order can't be canceled.

Scheduled

The provider has finished work on this order and has scheduled its execution. The order can't be canceled.

Executing

The order is being executed and stats are being collected. The order can't be canceled.

Completed

The provider has finished the job. The order can't be canceled.

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 canceled, and the provider wants to complete their records and move the order from their Manage Orders view. The order can't be canceled.

Related Topics

• About Marketplace
• About Provider Locator
• Manage Provider Orders