Create an Order for a Third Party or EAC

Overview

Create an order for a third party or Exhibitor Appointed Contractor (EAC) by starting with the third party or EAC contact, then changing the Exhibiting Company to the exhibitor they are ordering for. The third party or EAC remains the Order Contact.

Video Tutorial

Watch this video for a walkthrough of creating a third party or EAC order.

Important: Always start the order from the third party or EAC contact. Change the Exhibiting Company to the exhibitor they are ordering on behalf of while creating the order.

Step 1: Open the Event

  1. Click the Events main tab.
  2. Find the event in the Events grid. If needed, use the yellow search bar.
  3. Open the event.

Step 2: Find or Add the Third Party or EAC

In the event’s Exhibitors grid, check whether the third party or EAC company is listed for the event.

  • If it is listed, double-click its row to open the company record.
  • If it is not listed, click Add New Exhibitor to add the company and contact to the event.
  • You can also associate an existing company in Boomer with the event.

If you create a new company record, click Save after entering the company information.

Step 3: Add the Third Party or EAC Contact

Add the person who will place the order as a contact under the third party or EAC company.

  1. Click Contacts in the left navigation menu.
  2. Enter the contact’s information.
  3. Click Save.

Add a third party or EAC contact in Boomer

Step 4: Start the Order from the Third Party or EAC Contact

Open the contact who will place the order and click Add New Order.

The third party or EAC company initially appears as the Exhibiting Company. This is expected. In the next step, change it to the exhibitor receiving the products or services.

Step 5: Change the Exhibiting Company

  1. In Step 1 of the order, find the Exhibiting Company field.
  2. Click the ellipsis button (...) beside the field to open the company Picklist.
  3. Enter part of the exhibitor’s company name in the Name field.
  4. Click Apply Criteria. Matching companies appear on the left side of the Picklist.
  5. Double-click the exhibitor or click >> to move it to the right side of the Picklist.
  6. Click Apply Selection.

Boomer asks you to confirm that you are changing the Exhibiting Company and creating a third party or EAC order. Click Yes.

Confirm a third party or EAC order

The Exhibiting Company now shows the exhibitor receiving the products or services. The Order Contact remains the third party or EAC contact placing the order.

Step 6: Choose Whether the Exhibitor Can See the Order

Because the Order Contact’s company differs from the Exhibiting Company, an additional checkbox appears. Select it if the exhibiting company’s main contacts should be able to see the order when they sign in to the Storefront.

Allow exhibiting company contacts to view the order on the Storefront

Leave the checkbox clear if only the third party or EAC contact should see the order. This option is off by default. A third party or EAC may manage pricing, order changes, or billing separately and may not want the exhibitor to see the order.

Step 7: Complete the Order

Confirm that the Order Contact is still the third party or EAC contact placing the order. Click Next, then complete the order as usual:

  1. Add the appropriate products or services.
  2. Continue through the order details.
  3. Enter payment information.
  4. Complete checkout.

For details about the standard order creation process, see Creating an Order.