The LeadExec order system offers a comprehensive range of customizable settings, allowing you to tailor each order to your client's specific requirements. Orders can be based on either quantity or dollar amount and can also include start and end dates. It is important to note that delivery accounts must have the setting Require Order enabled for the system to apply leads to an order.
Creating a New Order - First Steps
When creating a new order, the system generates a popup window where you can configure its primary settings.
Name: Name the order.
Status: Set the status of the order. Orders must be set to Active to receive leads
Description: Brief description of what this order is for.
Start Date: Start date for the order to begin
End Date: The end date setting is used for time-based orders. This would be used for clients who want to purchase leads monthly.
Renewal Method: Based on the order type, orders can be set to renew On Fill when either the lead quantity or dollar limit has been reached. Orders can also be closed by end date when that setting is being used. You can also choose the default setting of No Renewal if the order should not renew.
Delivery Account: Orders can be tied to either all delivery accounts or one-to-one with a single delivery account.
Order Type: Configure the order to be based on lead quantity or a set dollar amount.
Depending on the Order Type, the system will then allow you to set either the quantity amount or the dollar amount of the order.
Once you've completed this part of the configuration, click "Create," and the system will display the order details with more available options.
Dollar Based Order Details
General
The first section of the General tab displays the primary settings of the order created in the previous popup window, where you can make any necessary changes.
Here, you also have three often used settings: Auto Charge, Generate Invoice, and Max Return Percentage.
Auto Charge: Automatically process a charge at the start of a new or renewed order, or when the order is complete
Generate Invoice: Automatically generate invoices when processing automatic payments.
Max Return Percentage: Set the amount of leads you are willing to accept as returns from your clients.
Items
The Items tab displays the order of item(s). Each item contains the settings relating to the order's properties, Item Type, in this case, Reserve Dollar Bank, Total Price, and Dollar Item Fill Limit.
Item Type: Sets the order to be based on dollar amount or quantity.
Total Price: Total price of the order for dollar based orders.
Dollar Item Fill Limit: This setting is essential for dollar based orders that renew. In many cases, leads will be sold at different price points to a client, either because the client has multiple delivery accounts with different price points or when leads are being sold to the client via ping post. This setting allows you to set a threshold for the system to know when to renew the order. For example, if an order is set at $200 and the Dollar Item Fill Limit is set to $12, the system will renew the order once the threshold of $188 is reached. The system will then credit any remaining balance to the payment of the renewed order.
Payments
Lastly, you can Apply a Payment to any Order. The selections for Apply Payment are the following:
Check
Bank Transfer
Cash
Mobile Payment
Credit
Adjustment
Any payments toward the order will be displayed on this screen.
Quantity Based Order Details
General
The first section of the General tab displays the primary settings of the order created in the initial popup window. Here, you can make any changes if necessary.
Here, you also have three often used settings: Auto Charge, Generate Invoice, and Max Return Percentage.
Auto Charge: Automatically process a charge at the start of a new or renewed order, or when the order is complete
Generate Invoice: Automatically generate invoices when processing automatic payments.
Max Return Percentage: Set the amount of leads you are willing to accept as returns from your clients.
The items tab displays the order of item(s). Each item contains settings relating to the order's properties, Item Type, in this case, Lead Quantity, Quantity, and Per Lead Price.
Item Type: Sets whether the order is based on dollar amount or quantity.
Quantity: Specify the quantity of leads being ordered.
Price Per Lead: Set a per lead price including discounts. Leaving this setting blank will default to the price set on the delivery account.
Payments
Lastly, you can Apply a Payment to any Order. The selections for Apply Payment are the following:
Check
Bank Transfer
Cash
Mobile Payment
Credit
Adjustment
Any payments toward the order will be displayed on this screen as well.
Orders with Declined Payments
Sometimes, you will find your client's payment for an order is declined by the payment processing service. In this case, the system will set the order status to Pending. When the lead is in the Pending status, it will prevent the order from receiving leads and will provide the option to approve the order manually.
Approving Pending Orders
To approve a pending order with a declined payment, go to the Orders tab in the client details screen and select the order in the Pending status. When the pending order is selected, the "Update Status" menu item will change to "Approve." By clicking the Approve button, a popup window will appear, giving you the option to approve the order. The Auto Charge option will be enabled by default. With this setting enabled, the system will process the payment again. If the payment is declined again, the order will remain pending. Alternatively, you can approve the pending order with Auto Charge disabled. In this case, the system will reopen the order without reprocessing the payment.
