This article will introduce you to control groups in Advantage, by showing you how to add and balance control groups. Additionally you can find information on control group statuses and IDs.
5 min read
Your control group is where all of your orders and modifications will go each day. Users need to add a new control group whenever adding orders or performing order modifications, this can be done from several screens.
When you are completed for the day with your orders and modifications, you will need to balance your control group before exiting from Advantage. Balancing your control group releases everything you have done so it can be processed in the system with posting.
Table of contents
| Table of Contents | ||
|---|---|---|
|
How to Add a New Control Group
Control groups can be added in Advantage by clicking the Current Control Group button on the bottom left corner of any of the major screens.
Then click on the Add button on the right side of the screen
The Control Group Maintenance dialog box will appear, complete the following fields:
Control Group ID | The ID associated with the batch being added. Generally this will start with C for Customer Service or T for Telesales, followed by a letter to represent your group and then your initials. If unsure what ID to use, see you manager. |
Description | Description of what the batch is for. This is generally the user's name and type of transactions. For example, John's Orders or Sally's Credit Card Decline Payments. |
Order Source | Identifies the source of the transaction. Generally this will be PHONE unless processing EMAIL or MAIL transactions. |
4. Click Next
5. Click Finished
6. In the Open Control Group window, click Open
How to Balance a Control Group
From any of the major screens in Advantage i.e. CTA, Order Entry, or Customer Search, click
at the bottom of the screen
Ensure your control group is selected and then click
(this button is available by right-click or via the ellipsis icon)
When asked ‘Ok to release control group…’ select
Use the X to close out of the Open Control Group dialog box
Control Group Status
Control groups can be in different statuses based on whether they are opened or have be balanced and released.
Open | The control group is in use. The name of the user involved is displayed on the view. |
Balanced | Data entry has been completed and actual totals are balanced to expected totals where required. |
Closed | No one is using the control group. |
Unbalanced | The control group was balanced but has been backed down from that status so that adjustments can be made to the transactions involved. This is done using the UN--Unbalance function. |
Posted | This status is not currently used. |
Released | The control group has been balanced and transactions have been or will be handled by the relevant CIR and PRO processes. |
Unreleased | The control group was released but has been backed down from that status so that adjustments can be made to the transactions involved. This is done using the UR0--Unrelease function. This function is not allowed if any of the transactions have been processed by CIR or PRO. |
Control Group IDs
Various naming conventions are used to identify control groups. This is a listing of user control group ids.
Customer Service | Generally, Customer Service groups start with a C and Telesales groups with a T. | |
CA | Agora Financial in Baltimore, Maryland | |
CB | Bonner & Partners in Delray Beach, Florida | |
CC | Legacy Group in Delray Beach, Florida | |
CE | ECC in Waterford, Ireland | |
CG | Inversor Global in Santiago Chile | |
CI | International Living in Waterford, Ireland | |
CK | Merkle Email for NewMarket Health in Hagerstown, Maryland | |
CM | Money Map Press in Baltimore, Maryland | |
CO/TO | Oxford Club in Baltimore, Maryland | |
CQ | Tradestops in Brentwood, Florida | |
CS | Sovereign Society in Baltimore, Maryland | |
CT | TCC in Hunt Valley, Maryland | |
EC | EquityMaster in Mumbia, India | |
FC/FO | Fleet Street & Money Week in London, UK | |
PA | Publications Agora in Paris, France | |
PP | Port Phillip/Portner Press in Melbourne, Australia | |
SB | Southbank in London, UK | |
SW1 | Sercogest | |
WS | Weiss | |
Online | ||
OP | Opium | |
BHN | Best Health Nutritionals shopping cart for NewMarket Health | |
BB | BuyerBuild | |
EQM | Equitymaster in Mumbia, India | |
FSP | Fleet Street Publications in London, UK | |
IL | International Living in Waterford, Ireland | |
NHS | Sercogest | |
NL | Northstar Nutritionals shopping cart for NewMarket Health | |
NST | New Summit Nutritionals shopping cart for Institute for Natural Healing | |
PAF | Publications Agora in Paris, France | |
SF1 | Sante | |
SP1 | Global Publishers Espana in Madrid, Spain | |
SW2 | Sante Switzerland | |
YL | Real Advantage Nutrients shopping cart for NewMarket Health | |
System | System generated control groups generally start with a Z. | |
ZERROR | Orders in error - various sources | |
ZW | Foundation Site | |
PPP | Port Phillip Publishing in Melbourne, Australia | |
Misc. | ||
SA/SI | Publishing Services Support | |
CP | Chilean Dinero Mail Payments for Inversor Global Chile | |
QL | IVR Auto Renew Cancels | |
MD/ML | Mail orders from Merkle in | |
SK | Sisk Returns in Fredricksburg, Maryland | |
QL | Automated IVR Cancels | |
| Tip |
|---|
Wrap upYou should now have a better understanding of control groups in Advantage |
[NEED VOTING] 👍 This was helpful 👎 This didn’t help me
Related Content
Understanding the Order Entry Screen
FAQs - Enter a Product Order
| Info |
|---|
Still need help? We know this can be frustrating. To get further help open a Jira ticket. |
Level up with a Masterclass
Advantage Customer Service: Invoices & Payments
Advantage Customer Service: Order Entry
[Need to Insert Comments Section]