Open the Invoice Side Pane by clicking on the Invoice Number in blue.
1. The most common scenario is that a user has multiple tactic lines that match the invoice’s Order ID field. Shopperations prepopulates the Event and tactic selections that match.
2. Shopperations defaults to showing the matching lines only. User can uncheck to show other lines with different order IDs.
3. The user must allocate the full invoice amount within the grid to save the match.
4. Checking the Apply Same Ratio option is a shortcut to split the invoice amount with the same weights as the Allocated Budget field.
5. Click Save and the invoice will be moved to the Matched section of Shopperations.