• US: +1-800-476-7226

Software and services for the radio industry.

Credit Policies

Modified: 2018/04/12 10:39 by EricCrocker - Uncategorized
Edit

Credit Policies

back

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Edit

Layout

Credit policies are the terms under which you sell ads to your clients. This will allow you to control whether sales team members can place orders for delinquent or cash in advance clients.

This window is accessed through Settings.

Image


Image


Edit

Main Menu

  • File
    • New - Creates a new item.
    • Open - Opens the highlighted item.
    • Print - Prints the existing visible list.
    • Print Preview - Print previews the existing visible list.
    • Close - Closes the window.
  • View
    • Archive: Checkmark on/off to show Archive.
    • Trash: Checkmark on/off to show Trash.
    • Merge: Merge one conflict into another and delete that conflict.
    • Reset: Reset the window and columns.
    • Refresh: (F5) Reloads the page.

Edit

Columns

  • Name - The name of the Avail.
  • Grace Period - The amount of time for this policy.

Edit

Context Menu

  • Open - Opens the highlighted item in the Conflict Window
  • New - Opens the Conflict Window.
  • Merge - Merges two conflicts...See below.
  • Archive -Places that conflict in Archived.
  • Trash - Places that conflict in trashed.

Edit

Multi-Select/Merge



Image


Multi-Select, allows you to Shift/Left click or ctrl/left click to gather a few credit policies and right click to open the Context menu and apply to all highlighted.

Merge, will move all allocated areas assigned from the original credit policies to the merged one, you assign it to, and then deletes the original credit policies selected.



Edit

New Button

To add a new credit policy, click the NEW button in the bottom left corner of the main window.

Edit

Credit Policy

Image


Edit

Usage

Name the policy something that's easy to remember, set the number of days grace given for that account. Click OK to save the policy or changes.

Edit

FAQ

To Do

Edit

Additional Information

To Do

Table of Contents [Hide/Show]