Track, sort, and manage all sold ad placements in one place with the customizable Line Items page in MediaOS.
What Is the Line Items Page? #
The Line Items page in MediaOS provides a centralized view of all products and services sold to your clients. This workspace allows you to easily organize, filter, and analyze each line item tied to proposals, contracts, or campaigns. Whether you're preparing for fulfillment or reviewing delivery status, the Line Items page is your go-to for managing the details behind every sale.
Customizing the Line Items View #
To begin customizing your view, navigate to the Delivery tab from the left-hand menu. At the top-right corner of the screen, click the grid icon to open the column customization panel.
From there, you can choose which data columns you want to display by dragging fields into the Visible column. MediaOS allows you to display up to 10 columns at a time, so choose the most relevant fields for your workflow—whether it's product type, status, assigned designer, or delivery dates.
If you’d like to create a reusable view with specific filters and columns, apply your filters first, then click Save as New Tab in the filter section. Enter a name for your custom tab and click Save. This creates a personalized tab across the top of the Line Items page, so you can return to your filtered view any time.
Filtering the Line Items Page #
To filter and sort your line items for deeper analysis, click the Filter icon in the top navigation of the Line Items page. This will open the full filter table.
From here, choose the fields you want to filter by—such as account name, status, assigned user, or delivery date—and apply your sorting preferences. Once you've made your selections, be sure to click the FILTER button to run your query. Pressing Enter or Return on your keyboard will not apply the filters.
Tip: Use filtered tabs to create dedicated views for different departments—such as design, sales, or billing—so each team can quickly access the line items most relevant to their work.
| Column Name | Description |
|---|---|
| ID | Displays the ID number for the line item |
| Account Name | Displays the name of the account the line item was booked for |
| Ad Assigned | Displays whether or not an ad is assigned to the line item. |
| Ad Request Status | Displays the status assigned to the ad request associated with the line item. If there is no ad request for the line item this field will appear blank. |
| Pipeline Status | Displays the pipeline status assigned to the line item |
| Description | Displays the description of the line item, including the product, unit size, and issue name. |
| Issue Date | Displays the date the issue will be released. For issue based products only. |
| Contract No. | Displays the contract number the line item is tied to. |
| Sold By | Displays the name of the user who sold the contract |
| Ad | Displays a thumbnail image of the ad assigned to the line item. |
| Ad Height | Displays the height measurement of the ad unit assigned to the line item. |
| Ad Width | Displays the width measurement of the ad unit assigned to the line item |
| Ad Rate Name | Displays the name of the rate assigned to the line item. This is set on the contract edit screen. |
| Ad Rate Net | Displays the total net value of the ad rate assigned to the line item. |
| Agency Name | Displays the name of the Agency associated with the contract the line item belongs to. |
| Auto Renew | Displays whether a line item is set up for automatic renewal. |
| Contract Canceled | Displays the the date the contract associated with the line item was cancelled |
| Date Sold | Displays the date the contract associated with the line item was sold. |
| Deliver Date | Displays the date the line item is set to be delivered. For delivery based products only |
| Start Date | Displays the date the line item is set to begin running. For time based products only |
| End Date | Displays the date the line item is set to stop running. For time based products only |
| Insertion Canceled | Displays the date the line item was canceled. |
| Issue | Displays the name of the issue assigned to the line item. |
| Line Item Run Date | Displays the date any line item is set to begin running. Universal for all products. |
| Location | Displays the location assigned to the line item. For location based products only. |
| Owned By | Displays the owner of the account the line item is assigned to. |
| Page No. | Displays the page number the line item has been assigned to on the flat plan. For issue based products only. |
| Page | Displays the amount of pages the line item will contain. For issue based products only |
| Placement | Displays the placement for the line item. For issue based products only |
| Placement Notes | Displays any notes entered on the contract describing instructions for the line item's placement. For issue based products only |
| Product | Displays the product the line item belongs to |
| Product Type | Displays the product type associated with the line item's product. |
| Quantity | Displays the amount of items to be delivered for the line item. This is set on the contract edit screen. |
| Section | Displays the section assigned to the line item. For issue based products only. |
| Size | Displays the unit size assigned to the line item. |
| Terms | Displays the contract terms & conditions associated with the line item. |
