Clients & Profits Online User Guide
Any kind of ad space ordered on behalf of a client should be tracked with insertion orders. They are essential for accurate job costing. They allow media costs to be committed to a job before the publication’s invoice is posted. You’ll know at any given time how much media space is ordered.
Insertion orders are designed primarily for print space buys, but are completely customizable. The insertion order’s field labels can be easily tailored for outdoor, internet, and other types of media. Insertion orders can be added by users, or created automatically from media estimates or print media plans. Once insertion orders are saved, they can be pre-billed immediately (showing one insertion order by client invoice) or billed in batches on a media invoice. For easy reconciliation, each space buy is updated with the A/R invoice number and the billed amount once the insertion order is invoiced.
To add an insertion order
Anyone can add an insertion order if they have the access privileges to purchase orders. Also, insertion orders can be added from any computer running Clients & Profits. Many users can add IOs at the same time. Click here for step-by-step instructions.
The vendor's rep name, phone, and fax number are copied from the Publication Table when an insertion order is added, but can be edited directly on the insertion order through the Vendor Info window if needed.
To clone an insertion order
Insertion orders can be cloned, like purchase orders. Cloning an existing insertion order makes an exact duplicate that you can modify then print. Changing the new insertion order doesn't affect the original insertion order.
1 Find an insertion order you wish to clone, then click the clone button.
The Clone Insertion Order window opens, displaying the details of the cloned insertion order.
2 Make the necessary changes, then click Save.
To edit an insertion order
An insertion order can be edited and reprinted as many times as needed. The Edit Insertion Order window lets you change the vendor, order date, and other details. If an insertion order has only one media buy (i.e., line item), everything about the order, including amounts, can be edited. Click here for step-by-step instructions.
Insertion orders can be approved by authorized users. Once an insertion order has been approved it cannot be changed. Only the user who approved the insertion order can unapprove it.
To add a media buy to an insertion order
An insertion order can contain dozens of different media buys for one vendor. ach media buy can specify a different ad to run, another set of run dates, or a special space buy for a certain ad. Each media buy will appear as a separate line on the printed insertion order, as well as the client's A/R invoice. Click here for step-by-step instructions.
To remove a media buy
1 From the Insertion Order window, select the media buy you wish to remove by clicking once to highlight it.
2 Once the media buy is selected, click the remove buy button.
3 An alert appears, asking you to confirm the removal of the media buy.
Pre-Billing Media
The pre-bill function lets you bill selected media buys from a broadcast or insertion order immediately after the order is saved. This lets you bill the client prior to the ads actually running so that you get paid closer to when the media invoice from the publication or station is due. Click here for step-by-step instructions.
When the ad eventually runs, it will be invoiced by the pub. As the pub’s invoice is posted, the insertion order’s balance decreases. The open purchase/insertion order report keeps a running balance of open commitments, showing how much you’ve ordered that hasn’t been invoiced by its pubs. Once the invoice is posted into A/P, an insertion order can’t be changed.
To view a vendor diary
The vendor diary does not keep an automatic log of every vendor activity. That would create an immense number of entries. Instead, the vendor diary is used like a daily log. Anyone who works with one vendor account can make notes about phone calls, meetings, etc. Click here for step-by-step instructions.
To add a make good
Make goods are compensation for ads that either never ran or ran incorrectly. There are many different ways a print ad or radio/tv spot can be compromised, providing less value for your client. For example, you ordered for a guaranteed position in a magazine, but the ad actually ran in a different, less desirable place. Click here for step-by-step instructions.
Insertion orders have separate preferences from purchase orders. The agency name, address, disclaimer, and logo can be different than purchase orders. (This is especially useful for in-house agencies that need to maintain a separate identity from the corporation in order to get agency discounts.) Insertion orders are numbered separately from purchase orders, and have a unique numbering sequence to keep them apart.
