Configuring Media Buying [Admin Instructions]

1.1. Buying Configuration Steps

First things first, you

1. Navigate to the Buying Configuration setup page from the app launcher.

2. Pre-configure the layout of Buying Orders and Items per connection to show only relevant fields.

3. Click "New" to create a new configuration.

4. Choose the desired Buying Configuration Connection from the dropdown list.

   • Connections are selected per record type and filtered only by active connections.

   • If the record type has only one active selection, it will be preselected automatically.

   • If there are multiple active connections, choose from the dropdown list.

5. Choose the available Buying Order and Buying Item fields you want to include in your layout from the dropdown menu.

6. Rearrange fields using drag-and-drop or delete them as needed.

7. Some fields are required by default, such as Start Date, End Date, and Budget Amount.

8. Mark any other field as required if necessary—these will be mandatory for saving Buying Orders or Items.

9. After configuring the connection layout, set the configuration to Active.

   • Only one active configuration per connection is allowed; otherwise, an error will be thrown.

10. Save your configuration.

Here are the list of Record Types available for Buying Order creation: