1. The green "+"-button launches the Order Manager. In the following steps you will learn how to create orders and suborders with this module.
2. Through clicking this button a suborder is created without the user being able to specify certain suborder data before or during the creation. Changes to the suborder e.g. selection of a different order type or allocation of products have to be made subsequently in the suborder data record.

1. Advertiser, agency and invoice recipient are selected from the already existing order. It is not possible to modify these data in the Order Manager. To allocate another agency to the new order for instance you have to select the favored agency in the original order and save the data record. The modifications will then be visible in the Order Manager.
2. Comment - optional field for comments to the order
3. Internal comment - optional field for internal comments
4. External comment - optional field for external comments
5. Year - selection of the year the order shall be valid in
6. Period - once the year is selected, the period-fields are filled automatically
7. Create order - through clicking this button the new order is created containing the entered data

If the creation of the order was successful, an information message is displayed. It contains the number of the new order, its agency and advertiser. Clicking on the order number forwards you to the order data record which can now be edited.

To create one or more new suborders for the original order (the order that the Order Manager was started from) you need to click the red-framed button.

The marked checkbox next to the button ensures that only suborders containing unique data will be created. The system checks whether there are already suborders of the original order containing identical data existing in the system.

Example: a customer owns order 15-001 within media combi #1. The order´s suborder KL-003 is assigned to product A. Now the Order Manager is launched in order 15-001 and a new suborder shall be created. For the suborder´s order type "KL" is selected and it is also assigned product A and media combi #1. If the user now clicks the button to finally confirm the creation of the suborder, the system generates a message that the suborder is already existing and the set up of the new suborder is withdrawn.

This way the user is prevented from accidentally creating duplicates.
If the checkbox is not marked, the system doesn´t check for identical suborders and creates duplicates without warning.

You have the possibility of creating several suborders of different order types at once. The system will generate a separate suborder for each selected order type.

To start the selection you need to click into the framed white field.

You need to mark the checkbox next to the respective order type to select it. To apply your selection to the Order Manager you click the "Set"-button. Clicking the "Cancel"-button withdraws the selection and closes the window.

If the selection was applied to the Order Manager by clicking the "Set"-button, the chosen order types are displayed in the selection field.

Analogue to the selection of order types the media combis are chosen. A new suborder will be created for each selected media combi.

Entering products to the sub-order is optional. The allocation of products works the same way as the selection of order types and media combis. Please note that you can only assign one product to one suborder. For each chosen product a separate suborder will be created.

In case the invoice settings which is assigned to the parent order shall not be applied to the new suborders, you can select a differing parameter from the drop-down field.

Along the invoice settings the price type of the suborders which is relevant for invoicing is determined here.

At last an overview of the suborders to be created is displayed. In this tab you have the opportunity to individualize the invoice parameters and price types for each of the suborders. Furthermore you can remove suborders by clicking the "X" at the beginning of the lines if you don´t want to create them anyway.

Attention: for each selected order type, media combi and product a separate suborder will be created!

Accordingly the total number of suborders to be created  is calculated as follows:

(number of order types) X (number of media combis) X (number of products)

If the creation of the suborder was successful, an info message is displayed along with the new suborder´s basic data.

In case there are already identical suborders of the parent order existing in the system and if the checkbox is marked, the duplicate suborders are not created.