How to Manage your Own Line Items
If you utilize Ui.Marketing as your order management system (OMS) for your own products, use this guide to learn how to manage your line items.
This feature requires the purchase of our Order Management System software add-on.
If you are managing your own line items within Ui.Marketing, let this be your guide on best practices for managing them and communicating with fellow team members or customers.
Overview
What You Can Update
Within a line item that you are managing, there many fields and actions that you can update:
- Flag lines
- Adjust statuses
- Modify line item assignee
- Add followers to your line
- Delete allocations
- Add allocations
- Modify allocation values
- Upload assets
- Add notes
- Change the billing rate for an individual line
- View line item history