Create an Order

After you have created a company, you can create an Order. Orders group one or more Line Items together under a Company. While orders can contain multiple line items, they do not play any role in determining the eligibility of the line items they contain.

To create an order, begin by navigating to the Orders screen. Once there, click the New Order button in the upper-right corner.

Enter Order Fields

Name

Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting

Company

Required at time of entry Start typing the name of the company and select it from the drop-down options

A company must be entered in Mindful before it will be available to select within the drop-down field

Once an order has been saved, the company it is assigned to cannot be changed

Links

Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link

If you add a link to an order, Mindful does not 'see' or 'read' the order - this is just a place to include the URL link for reference

Notes

Internal field for making comments pertaining to the order for other Mindful users to see

Saving

Click Save & Continue to save this order and create a line item for this order Or, click the three dots next to Save & Continue and chose: Save to go back to the Order listing screen Save & New if you want to save this order and immediately add another order

Next up ... Creating a Line Item