How do I configure location scope, workflows, and API connections in a Package?
Setting location scope
You must choose how the Package handles ordering across different locations.
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Order per location: A separate order is created for each location.
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Order for all locations: One order is created for all locations available to the user.
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Order for specific locations: Users can select one or more locations in a single order.
⚠️ Important: Choose the option that best fits how your teams use and distribute campaign materials.
Linking a workflow
If the Package requires review or approval before ordering:
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Go to the “Workflow” section.
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Select a workflow using the “Choose workflow” dropdown.
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Once selected, all orders will follow this approval process.
Note: Workflows help ensure compliance and accuracy before an order is processed.
Connecting an API
If your Package needs to send order information to an external system:
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Navigate to the “API” section.
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Select the appropriate connection from the “Choose API” dropdown.
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The API will activate when a complete order is placed.
Caution: Only connect an API if your organization uses automated data transfers.
Tips
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Use workflows when your campaign materials require review or brand approval.
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Select the correct order scope to match how your branches operate.
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Confirm API connections with your technical team before enabling them.