Insertion Order (IO) Overview

An Insertion Order (IO) occurs after campaign planning, negotiations, and client approval. The IO is a custom, formal contract with the campaign details between the agency and the vendor. The vendor IO acceptance authorizes for the scheduled start of the delivered units of the campaign. An agency runs the campaign on the vendor site based on the IO.

An IO in Centro Platform includes the approved line items and agency billing information along with the terms and conditions. The payment information selected by the vendor is also required for IO acceptance. The accepted IO is a legal contract between all parties.

A typical IO includes the following information:

Insertion Order (IO) Components

Name

Description/Sub-topics

Status label

Examples:

Accepted

Pending

Withdrawn

Rejected

Campaign Name

Title

Instructions

Summary of information to the user

Campaign Details

brand

campaign

ID

flight dates

Billing Information

name

company

address

email

flight dates

phone

Payment Information

name

address

email

phone

Line Items

description

flights

format

platform

starts

ends

rate type

units

rate

cost

totals

Terms & Conditions

file name link (Click the link to open or save the file.)

special terms (available for specified vendors)

out clause

Payment terms addenda
Buyer Name signature (accept)

Vendor Name

signature (accept)

Print button Launches the browser page print options

The buyer (agency contact) generates to Send an IO for Acceptance to the vendor. The pending IO waits for vendor acceptance.

Agency Contact Sending an IO to a Vendor

 

The vendor receives the IO and accepts the contract. The IOs are available under the Actions button under View.

Actions: View IO Example (Vendor)

The vendor reviews the Insertion Orders side panel.  The vendor checks the status under IO.   Clicking the IO of the pending contract launches the summary. The summary includes the instructions, details, terms and conditions, billing and payment information along with the line items.

Vendor IO Side Panel - Pending

The digital signature acceptance confirms the campaign details on the IO summary. Clicking the Accept button confirms the contract. The IO status changes from pending to accepted. The vendor receives confirmation of the acceptance.

IO Summary - Vendor Accept Button

The buyer receives the accepted IO from the vendor. Centro Platform auto-generates a version and unique contract number. The IO status is under the Actions button under Manage. The Approvals list the Client Approval and Vendor IO status.

IO Side Panel - Vendor Accept Status

Agency Contact and Vendor Accepted

Note: When the contract requires a modification, the agency contact creates a revised IO.

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