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Orders

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This is where you place spot orders and non-spot revenue orders for all customers.

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Layout

Across the top you have the main menu providing access to various tools that can be applied to one or more orders.

On the left hand side you have the customer list pane.

On the right hand side you have the order list pane. As part of the order list pane, there are a couple of quick action buttons that allow you to create a new Order and close the orders window.

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Main Menu

  • File
    • Close
      This closes the orders window.

  • View
    • Pending Orders
      Orders that have been placed within the system by salespeople or other station staff that have not yet been approved for airing. Traffic/Sales managers will want to check this option multiple times daily for turned in orders that need approval.

    • Make Goods
      This report provides a list of all commercials that have been bumped from your logs. In addition to customer, salesperson and run dates the report shows total revenue of the bumped spots and the total count of bumped spots.

      From this list you have the option of trashing any spots you do not wish to make good. Check the box in the "dismiss" column next to the spots you wish to eliminate and then click the "trash" button that will appear in the bottom left corner of the screen.

      Note: This will remove ALL the make good spots. If you want to run some but not all of the spots in the list, do not use the trash option in this report.

  • Tools
    • Assign Orders
      Allows you to make a mass transfer of individual orders from one salesperson to another. This is very useful when more than one salesperson is working an individual account.

    • Assign Customers
      Allows you to make a mass transfer of accounts from one salesperson to another. This is very useful when a new salesperson joins your team and you wish to seed their account list or a salesperson leaves and you need to reassign their account list to other salespeople.

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Customer Pane

You may edit customer details either in the Orders window or Administration window.

To do so, you can double click on any existing customer to open the Customer edit dialog.

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Open

You can also open the Customer edit dialog by selecting the Open menu item contained on the context menu (accessed by right clicking on a Customer).

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New

You can create a new Customer by selecting the New menu item.

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Make Good

The Make Good... menu item presents a dialog that displays the outstanding make good spots associated with the selected customer.

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Order List Pane

The order list pane contains a list of all of the existing orders related to the currently selected customer (in the customer list pane).

You can interact with each individual order by launching tools from the associated context menu (accessed by right clicking on the order).

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Open

Selecting the Open menu item from the context menu, you can view/modify an existing Order. You can also double click on the Order to view/modify accordingly.

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New

The New menu item initiates the process of creating a new Order. This can also be accomplished by clicking the New button located in the bottom left hand portion of the order list pane.

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New from Package

An Order can be remembered as a Package for future use or package billing. Selecting New from Package provides a means to create a new Order using a previously remembered Package.

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Duplicate

There are some instances where you may not want to create a Package from and Order, yet still want to duplicate an existing Order. The Duplicate menu provides a quick means to duplicate an existing Order.

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Create Package

As mentioned previously, it's possible to create a Package from an existing Order so that it can be reused when creating a new Order. By using the Create Package menu item, this initiates the process of creating a Package from an existing Order.

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Print

Provides a means to print an Order.

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Print Preview

Allows you to preview what would be printed as well as a host of other options such as exporting the generated document.

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View History

RT tracks user actions and other activities on an Order-by-Order basis. View History allows you to view this activity.

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Delete

(Global Administrator) Provides a means to delete an order.

Table of Contents [Hide/Show]


Orders
   Layout
   Main Menu
   Customer Pane
      Open
      New
      Make Good
   Order List Pane
      Open
      New
      New from Package
      Duplicate
      Create Package
      Print
      Print Preview
      View History
      Delete