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This permission gives a user access to the Sales tab. Depending on a user's permissions in this section, they will be able to create, edit, and approve orders.

Gives a user the ability to search orders in the system. Search orders is found under Sales > Orders.

Gives a user the ability to select past issues in the order creation process. Whether or not an issue is in the past is determined by the Artwork Due (Hard Close) Date. With this permission, you can sell three months into the past for print ads, and one month into the past for digital advertisements.

Gives a user the ability to delete a 100 percent confirmed order from the orders tab on the company overview page. You can set up lost reasons under Settings > Sales > Lost Sales Reasons to better track why customers are canceling orders.

Gives a user the ability to delete Allow a user to delete other rep’s orders or line items. and incomplete orders from the pending orders tab on the company overview page.

Gives a user access to the ‘Edit Line Item Rep Splits’ bulk action on the Products tab of creating an order. The bulk action allows users to assign rep splits for commissions on the line items on pending, or incomplete orders.

Gives a user the ability to export a list of orders to a CSV file from the Orders page. Users will need the Search Orders permission to Export Orders

Gives a user the ability to view all 100 percent approved orders, regardless of if they are the order rep or not.

A user will also have the ability to edit all orders regardless of if they are the rep on the order. This includes changing the various contacts associated with the order, changing the order rep and adding a credit card, PO number, prepay or special billing.

Gives a user the ability to edit line items on a 100 percent approved order. This includes changing the ad size, color, issue and price. A user will also have the ability to edit the commission splits and percentages.

Only available if your site has digital media sales enabled, this permission allows users to access the ‘Ready for Ad Server’ checkbox when adding or editing line items that get pushed to an Ad Server (for example GAM or Broadstreet).

Gives a user the ability to edit line items on 100 percent approved orders when the item has been invoiced. A user will need the permission to edit orders and sales splits.

Gives a user the ability to edit line items on fully approved orders that are past their material due dates. The user will also need the permission to edit orders and sales splits.

Gives a user the ability to edit the price of a service item when it is on a 100 percent approved order.

Gives a user the ability to edit the sold date of an order after an order has been 100 percent approved.

Gives a user the ability to clone line items on a 100 percent approved order. Cloning a line item will recreate that line item on the same order. Also gives a user the ability to reorder a 100 percent approved order and adjust the issues in that order. Also gives a user the ability to copy a pending order to another company.

Gives the user the ability to add recurring to an order. Recurring an order will automatically generate another order once the recurrence threshold has been met. The new order will need approval.This recurring method will continue to create these new orders forever unless a user has set an end date or a user manually tells the system to stop. The recurrence threshold is set up in Settings > System Configurations > Sales - Orders.

Gives a user the ability to add recurring to a line item. Recurring a line item on an order will automatically generate another line item on that order once the recurrence threshold has been met. The new line item will not need any approval. This recurring method will continue to create new line items forever unless a user has set an end date or a user manually tells the system to stop. The recurrence threshold is set up in Settings > System Configurations> Sales > Orders.

Gives a user the ability to upload a contract PDF to have on file in the system after the order is 100 percent approved. To upload another contract, a user will need to click on “view order history” under the actions field on a particular order. Here they will have the ability to upload another contract.

The permission will allow a user to turn off the pre-payment required for a service line item even if that service is set up to require pre-payment.

Gives a user the ability to add or edit existing installment billing on an order that has been approved at the publisher or client level or is 100 percent approved.

Restricts the user to only selling to the publications they are tied to in their user configuration. Publication restrictions only work if you have the Enable Sales Rep / Publication Association enabled.

Allow a user to create an Ad Hoc Group when entering a new order.

Allow a user to add a new products to a confirmed order on a company’s order detail page.

Allows a user to define the invoice amount on each line item on the Billing tab of the order creation process. Only applicable if the Allow Line Item Invoice Amounts system configuration is enabled. Without this permission you cannot set line item invoice amounts that differ from the line item value.

Gives a user access to the Order History search page. The Order Histoy pages allow users to see change history for every order in the system. The page is usually reserved for management.

Gives a user the ability to view all order history information, including detailed information such as any post approval changes that were made. Without this permission a user would only be able to see basic order history, such as timestamps for approval and invoice creation.

Allows a user to turn on or off the ‘disable order re-pricing' setting when editing approved orders.

Gives a user access to Sales > Proposals.  You must have the proposal module enabled. You must also have at least Search Proposal or Create Proposal to see the Proposal menu option.