Manage your deals

Once your deal has completed the negotiation phase, you can manage it from Inventory > My Inventory in the left menu. Changes to a deal that has already been accepted will require approval for the following: CPM amount, approved impression volumes, delivery dates, archiving line items, adding line items, ad sizes, and additional terms. Changes cannot be made to deals that have ended already.

In My Inventory, you will have access to all deals in context to the specific partner or advertiser you are in. If you have access to all partners or advertisers a deal or inventory source is permissioned to, you will be able to make changes (i.e. name, rate type, etc.) however you will not be able to add additional partners to the deal. Publishers can only permission deals at the partner level. If you don't restrict permissions to specific advertiser(s), the full deal details will be visible to all advertisers under that partner.

Access and manage your non-guaranteed and guaranteed deals

1. Select My inventory. My inventory is separated into two sections:
   • Action required: Lists guaranteed deals that need configuration
   • Everything else: Lists all programmatic guaranteed deals, non-guaranteed fixed deals, and non-guaranteed auctions, including performance statistics
     Note you can also view deals and auctions by selecting Negotiations, but you can only view and archive them from this view, you cannot change them in any way.
2. By default, all accepted offers and all inventory items are shown. You can use the search box to filter by:
   • Name or ID
   • Status (Active, Paused, Archived, Completed, or All)
   • Exchange
   • Format (Display, Video, Audio, Mobile, YouTube Video, Unspecified)
   • Commitment (Guaranteed, Non-guaranteed)
   • Delivery method (Programmatic, Tag)
   • Rate type (CPM - Fixed, CPM - Floor, CPD)
   • Units purchased
   • Start date
   • Advertiser
3. To view details on any deal or non-guaranteed auction, click its name.

Assigning non-guaranteed inventory

Assign non-guaranteed inventory to existing line items

1. From the My Inventory menu, scroll down to the "Everything else" section.

2. Select Actions > Assign to existing line item on the right. 

3. In the menu that appears on the right select the following:
   1. Advertiser
   2. Campaign
   3. Insertion order
   4. Line item(s)
4. Click Assign when you are done.

Assign non-guaranteed inventory to new line item

1. From the My Inventory menu, scroll down to the "Everything else" section.
2. Select Actions > Assign to new line item on the right. 
3. In the following page, enter the following information for your line item:

   • Name for your line item.

     Additionally, you can create your line item as a "Draft" if you don't want it to be eligible to serve once you've saved it here. If you do want it to immediately serve as soon as its start date has occurred, create the line item as "Active".

   • Your line item's targeting.

   • Your line item's flight dates. 

   • Your Budget and Pacing settings.

     Display & Video 360 can automatically adjust your line item's budget if you've turned on automatic budget allocation for the line item's insertion order.

   • Your bid strategy.

   • The line item's frequency cap.

   • The creatives you want to use with this line item.

     A line item won't be serveable until one or more creatives assigned to the line item is approved.

   • Your method for conversion tracking.

4. Click Assign once you're done.

Archiving inventory and deals

To prevent the My inventory view from becoming cluttered, archive inventory and deals so they aren't shown by default.

Archive inventory and deals

1. From the My inventory view, select the checkbox(es) next to the inventory source(s) you want to archive.

2. Select Action > Archive. Note that archived inventory will no longer be assigned to line items, and also won't be targetable.

View archived inventory and deals

1. From the My inventory view, locate the Filter search bar above the table.
2. Select Status: All (enabled by default) > Archived > Apply.

Unarchive inventory and deals

1. From the My inventory view, locate the Filter search bar above the table.
2. Select Status: All (enabled by default) > Archived > Apply.
3. Select the checkbox(es) next to the archived inventory source(s) you want to unarchive.
4. Select Action > Unarchive. Unarchived inventory will be reassigned to the line items it was assigned to prior to archiving.

Grouping inventory

Organize your inventory into groups so that you can easily manage and target multiple inventory sources at once. You can measure the impact of these groups in reporting by selecting the Inventory source groups dimension. 

Create a new group

1. From the My Inventory menu, select the Grouped Deals tab.

2. Select New group and enter a group name. 

3. Select Add Deals to add deals to the group.
4. Select the checkbox next to each deal you want to add and select Done (up to 400 deals per group and each deal cannot appear in more than 10 groups).
5. Choose whether or not you want to assign the group to a single advertiser or all advertisers.
   1. If you choose to assign the group to a single advertiser, select a single advertiser by typing the name into the field and selecting it from the drop down menu.
6. When you are finished, select Create Group.

Add deals to existing groups

1. From the Grouped Deals tab, select the group you want to edit. The overview pane appears on the right.
2. Select Add Deals and make your selection(s).

Remove deals from existing groups

1. From the Grouped Deals tab, select the group you want to edit. The overview pane appears on the right.

2. Select the checkbox(es) next to the deal(s) you want to remove.

3. Select Remove from group.

Make changes to the group name or advertisers

1. From the Grouped Deals tab, select the group you want to edit. The overview pane appears on the right.
2. Select the Settings tab. Here you can make changes to the group name and advertisers.

Target groups

1. Navigate to the Line item details > Inventory source.
2. Select the  next to Groups. The inventory source groups pane appears on the right.
3. Select the checkbox next to each group you want to target and select Apply (up to 100 groups per line item).

Seller ID blocklist

Seller ID blocklists enable you to specify which exchange IDs and seller IDs your advertisers are blocked from targeting. Exchanges create Seller IDs to identify the different sellers on their platform and publish them in their sellers.json files.

Upload a seller ID blocklist

1. From the My Inventory menu, select the Seller ID Blocklist tab.
2. Click New.
3. Enter a name for your blocklist. 
4. Specify your targeting settings in a CSV file and upload. Your file must include an exchange ID and a seller ID column. You’ll be presented with the option to download an example file that you can use as a template. Upload your CSV file by dragging and dropping it, or click Browse to select a file from your computer. 

   Setting up your CSV file

   Your .csv file should consist of records in the following format, separated by line breaks: 

   <EXCHANGE ID>,<SELLER ID>

   The fields in each record should follow these guidelines: 

   Field	Supported values
   EXCHANGE ID (Exchange Domain Name)	The canonical domain name of the SSP, Exchange, Header Wrapper, etc system that bidders connect to Domain name from ASI field in the SupplyChain object (obtained through supply chain information in ADH)
   SELLER ID	The identifier associated with the seller/reseller account within the advertising system. [Easiest method] SID field in the SupplyChain object (obtained through supply chain information in ADH) Values obtained by asking exchange partners Values obtained from sellers.json (on a per exchange basis)

   Example: 

   If you intend to exclude Display inventory from issuu.com from BidSwitch’s Nativo sub-exchange, your CSV record would look like this (BidSwitch Exchange ID is 38, and Nativo Sub-exchange ID is 2661679):

   issuu.com, DISPLAY, 38, 2661679, INCLUDE
5. Click Save. 
6. Review the terms and cost increase details, then click Agree to cost. The seller ID blocklist fee will be calculated as 1.5% of the media cost of all impressions served for that partner. Exceptions include YouTube buys and reservation line items.