Follow

How to Process an Order as an Agency

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

To process partner orders as an agency, you must be logged into Zift123 with an agency account. The orders menu will be empty if partners have not submitted orders with your agency.

Partners submit orders to agencies for marketing services in Zift123. These orders are visible on the Manage Orders page. This is the default page for agency users upon logging in.

Agencies offer marketing services in response to partner requests. These services are available in two formats:

  • Open-ended, where the the partner makes a specific request/order and the agency provides a quote for the services requested. In this instance, there is discussion between the partner and agency as to the services provided and their costs. 
  • Flat fee, where the agency has a specific service they are offering for a specific price.

In response to partner requests for services, the agency will provide a detailed quote about what services are being provided, associated costs, quote expiration date, and project completion date. The agency can use the order to communicate with the partner about the services provided as the project progresses.

As an agency, you can process the order by changing the status of the order. Find out more about the possible order statuses here. Changing the status of the order sends a notification to the partner. 

Prerequisites 

You should be familiar with the following topics before continuing:

How to Change the Status of an Order

  1. From Manage Orders, locate the order using filters, select View Order.
  2. You can change the status either from the Snap Shot Dashboard or Order Details
  3. Select the status you want the order to be in.
  4. The order status changes. 
  5. Partners will be notified the status has changed. 

 

Back To Top
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

© 2017 Zift Solutions, Inc.
Powered by Zendesk