Managing Your Own Line Items

Learn about the various fields available to you when you are managing your own line items in Ui.Marketing with our OMS software add-on.

Vivienne Duclos
24 steps
2 minutes

Navigate to the line item you are managing.

Line Item Header

In the line item header, you can add flags

Update the status

And edit the name of the line item

Underneath the header, you will see a light blue banner stating that this line item is fulfilled by your organization to help differentiate it from any line items we manage for you. Click the "Requester" field to update it if need be. The user selected here is the user that created the order or was selected during the order creation process.

The "Assignee" field allows you to assign this line item to a user on your team that is going to be managing it. This can be you or someone else.

You can add and remove followers for this line item with the "Followers" field. These users will get message notifications and access to this line item. They cannot make any changes to the line item. If you want to add a user who is not a part of Ui.Marketing, you can add them as a "Listener" and they will only see messaging.

Add your own "External ID" to help with any billing or filtering on the [line items table](https://ui.marketing/campaign-hub/orders/line-items).

General & Allocations

Under the **General & Allocations** card, you will see two tabs: Allocations and Billing. Allocations is how you want billing and pacing to be broken out. You will also be able to update each allocation row. Just double click on the column to update the type, start and end date, goal type, and ordered amounts.

Click "Add Allocation" to add a new allocation if you want to renew/extend this line item.

You will then need to adjust all the columns for the renewal.

Be sure to click **Save Changes** after you have made any updates! ⚠️Your changes will not automatically save⚠️

By clicking the ellipsis on the left hand side, you can also add a new allocation or delete an allocation.

Again, be sure to click **Save Changes**!

Open the Billing tab.

Use the "Billing" tab allows you to add a custom rate if need be for this specific line item. Click "Add Rate"

Adjust the "Billing Type", "Wholesale", and "Retail" rates. ⚠️ Be sure to click **Save Changes**!

Now that your new rate is added, you can select it.

Targeting

Within the **Targeting** card you will have two tabs (if applicable): Audience and Locations. **Audience** is the audience targeting that the user selected when the order was created. You can also add audience targeting here if need be. This field is not available for all products.

On the "Locations" tab, you can see what locations were added when the user originally submitted the order. You can always add or remove locations at any time.

Assets

Within the **Assets** card, you can see what assets were added to the order when it was submitted or upload new assets.

If there are assets that were uploaded, you can scroll down and click "Download Assets" to download them. A new window will open so you can select which assets you'd like to download.

Messages & Notes

Depending on the product, you will see **Messages** and **Notes** on the right-hand side. Messages are best for communication between all users associated with a line item (Requester, Assignee, and Followers). These can also be used to send attachments.

**Notes** are for internal team use only. These can only be seen by users who are managing line items for your organization.