All Parties articles
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User guides
How to change the username on a party record
Need to change the username of an existing party record? This documentation quickly demonstrates how to change a party’s username and add a new contact email address.
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User guides
How to process an order with an Invoice payment method
How to process an Invoice order in the backend and send this to the customer.
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How-to guides
How to use ETL to bulk add a source code to multiple party records
Source codes can help make the job of filtering or reporting on a certain subset of users easier. This documentation will explain how to use ETL to bulk add a source code to existing party records.
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How-to guides
How to change the delivery postal address on an order
Learn how to change the delivery address of a print product on an existing order.
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How-to guides
How to use ETL to bulk add addresses to multiple party records
Batch Uploads (ETL) allow you to upload bulk data via an Extract Transform Load process. This document explains how to create a suitable CSV file to bulk upload a new address to existing party records.
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How-to guides
Registration flow for front-end and back-end users
This document provides information on how credentials are created on both the front end and back end via ADvance.
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How-to guides
How to renew existing orders on the backend
This documentation will show you how to process an order as a renewal, and how to flag an existing order as a renewal.
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How-to guides
How to create a new personal order on a party record
A personal order is an order that is created on a person’s party record where both the billing and recipient party are the same. This documentation goes through step-by-step how to create a personal order in the backend subscription flow.
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How-to guides
How to extract user information
This feature maps to “The Right of Access” and “The Right to Data Portability.”
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How-to guides
How to delete user information
In order to comply with GDPR erasure requests, it is now possible to delete* a user in ADvance from the backend interface. The function is located under GDPR Actions on a party record.
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User guides
New Orders - Payment Details
The payment details page is used to define how the order will be paid. Select the channel to indicate how the order was requested Tick Publisher payment to indicate the order has already been paid to the publisher by another means. This means ...
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User guides
New Orders - Review & Confirm
The review confirm page allows you to review, make any final edits and confirm the order. Note: It is only when the confirm order button has been selected that payment is taken from credit or debit cards Click Edit to ...
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User guides
New Orders – Delivery Details
The delivery details page is used to select the party which will receive the product. It also provides a summary of: The product offers and variants included in the order The price of each variant The options in this page are different for each type ...
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User guides
New Orders - Custom Attributes
The custom attributes page displays the capture forms for the product variant selected in the order: Click a form name. The form is displayed. Input the custom attributes for the party Click Continue . The Review Confirm page is displayed ...
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User guides
New Orders – Offer Options
The offer options page is used to select which product offer and variant the party is subscribing to. Select the Country the recipient is based in Select the Brand which manages the product Type the Source code for the product ...
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User guides
New Orders
New orders are added using the link in the summary menu, from actions on an existing order or from the orders menu of a party record: See the Orders page for an overview of this page and further details about orders. How to add an ...
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User guides
New Orders – DPA
DPA is used to determine the data protection settings for the details collected from the party. The DPA page displays all live data protection statements for this brand. It is not mandatory to complete this page.: Tick the appropriate statements to apply to the ...
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User guides
New Orders – Subscription
The subscription page is the first page of an order. This page determines the type of order you are adding to the party record. Select the type of subscription the order is for. The options will vary depending on whether you are adding an order for a company party or ...
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User guides
New Orders – Billing Address
The billing address page is used to select the billing address for the order. The billing address relates to the billing contact. The billing contact is the party that is responsible for acquiring the product. This may be different to the recipient. The page displays ...
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User guides
Person - Addresses, Companies and Contacts
The addresses, companies and contacts page displays all addresses, company and contact details associated with the person
