Customer

Modified: 2017/05/16 17:38 by admin - Uncategorized

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Customer

The customer window contains all of the information about each advertising client, their default scheduling and billing settings, associated copy and cart numbers and any additional notes associated. The customer window can be accessed from several areas including Customers, Contracts and AR.

Above the tabs, you have three fields:

Name
The name of the customer.
Contact
The name of the person who acts as the point of contact for this particular customer.
Status
The current state of the customer.

Active - Normal and default status; no messages are presented and customer is visible everywhere.
Inactive - Inactive customers are not visible anywhere in the system except for the Customers window. You are not able to make a customer inactive while they still have an outstanding balance.
Prepay ★ - Presents a generic message stating that this customer is flagged as "prepay" whenever you attempt to add a new Contract.
Warning ★ - Presents a generic warning message whenever you attempt to add a new Contract.
On Hold ★ - When viewing the Contracts for this customer, features related to adding a new Contract are disabled.
Collection ★ - When viewing the Contracts for this customer, features related to adding a new Contract are disabled.

The status of Customers is visible on Reports including the Contract report and Customers report.

★ Introduced in Premier 2014.

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Contact Info

You will see two address sections in this tab. The first is the physical address of the client. This is for the sales team to make their calls upon the client. It can also be the mailing address for invoices.

However, if the client uses a P.O. Box for their mail, you have the option to addd a second billing address. Uncheck the box next to the world "Same" in the Billing Address section to enter the billing address. Unless this client has an agency, this address will be used for all non-electronic correspondence with the client.

The phone section allows you to store a phone and fax number for the client.

The e-mail section must be filled in if you wish to send invoices or daily spot times electronically. If using EmailMyTimes, place a check mark into this field if this customer will be receiving daily spot times upon locking of a log that they have items scheduled upon.

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Scheduling

The scheduling tab contains the settings utilized for the automatic placement engine when placing spots on the log. These settings are also used when spots are manually placed on the log in order to provide warnings; which can be overridden.

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Contract Entry

The contract entry default values are the defaults that will be used for every contract you place for this customer. The settings can be overwritten for an individual contract but what's placed here will appear as the initial settings for each contract.

Agency
The advertising agency assigned to this customer. If no agency, choose none.
Owner
The main salesperson for the account
Primary & Secondary Conflict
These are the business categories for the client so that they don't conflict with other businesses of the same type in avails. You do not have to use a secondary conflict but a primary conflict is required for each customer.
Revenue Source
The main source of revenue for the client. (Local direct, local agency, etc.)
Revenue Type
Cash, trade, or other type of income.
Billing Cycle
- Calendar - finalizes invoices based on the monthly calendar.
- Broadcast - finalizes invoices based on the standard broadcast calendar.
- Weekly - finalizes invoices at the end of each week.
- End of Schedule - finalizes one invoice at the end of the entire order.
- Begin of Schedule - generates an invoice as soon as the contract is approved. Ideal for Pre-Payments.
Avail Type
Items in this list will be determined by the avail types entered in the Logs. Select the avail type that will be used most by this client.

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Rotations

Depending on the role of the person viewing this tab, there may be an additional check box that states "Make rotations more difficult/complicated." This enables the ability to connect/limit a Contract line item to a Rotation. There are significant limitations that are attached to doing this action; however, the action is completely optional. Even when enabling this setting (customer-by-customer), nothing is any different other than the ability now exists to "make rotations more difficult/complicated."

The may be many reasons as to why you might want to do this; however, we will let some of our customers explain the circumstances in their own words.

"An agency places a schedule with a specific request that their added value spots be a certain Ad-ID. They will not accept the contract being split into two invoices and all spots must reflect the actual length (so a 59, 60 setup will not work). This option allows the specific spot to be assigned directly to the line in the contract representing the added value spots." -- Shawn (Laramie, WY)

It is important to understand that although this option being enabled greatly simplifies these very specific scenarios; using this feature for 99% of your other contract scenarios will produce a negative result and increase significantly any work involved throughout the lifetime of the contract. In other words, only use this if you truly have a scenario that fits; for all other scenarios, use the normal (default) approach.

For how this affects Contracts, please see Contract.

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Customer Separation

Similar to the conflicts, this separates the customer from their own spots.

Type
The type of separation; Minute (default) - Will enforce a customer separation for n number of minutes where n is the value specified in the Amount field, Break - Will enforce a customer separation for n number of breaks where n is the value specified in the Amount field.
Amount
The number in this field is used by the Type to determine the actual amount of separation.

Unless this setting is a longer time period than the conflict code assigned to the customer, this will have no effect. Is it not required you use it and in most cases you can set this to 0.

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Billing

The billing tab contains the settings that define how billing oriented tasks will be performed.

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Financing

Credit Policy
Billing credit offered to client. The items in the combo box are user-definable.
Finance Charge
(Optional) This is the PER MONTH finance charge applied to the account's past due balances per the credit policy. In the Finance Charge field put in the Yearly amount for ex: if in your state you are allowed to charge 1.5% then put 18% in that box. For 1% per month put in 12% in the Finance Charge box.

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Invoices

Type
Defines the default invoice type that will be used for every invoice billed by this client.

♦ Detail - includes all spot details including times, dates, copy numbers, description and cost.
♦ Summary - includes date, description, total spots and cost.
♦ Time - date, description and spot times.
♦ Time/Rates - same as Time except with spot rates added.
Tax
(Optional) Tax charged on invoices.
Include FILL spots on invoices
Gives you the opportunity to include extra, no-cost "fill" spots on your invoices. This is unchecked by default.
Print
The print option allows you to print invoices or avoid printing if you wish to send only electronically.
Deliver via E-Mail
You can deliver via E-mail if you have input an e-mail address for the client.

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Statements

Type
Defines the type of statement that will be generated; Balance Forward (default) and Open Item are available at this time.
Print
Specifies whether or not to automatically check as selected when batch printing statements in the A/R window.

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Copy

In Premier another way to find copy and it can be found by going to Contracts, double clicking on a customer and the Customer Window will open.

Going through the Customer Window only deals with the copy associated with that particular customer where the regular CopyList deals with all copy.

Notice the View in the lower middle left of the tab window.