Clients & Profits Online User Guide





Glossary
Contents






Broadcast order preferences help you automate the creation of broadcast orders

Basic information that’s generally applied to all broadcast orders, such as a standard disclaimer, can be set in Preferences. This information is then copied automatically to every new broadcast order. Since these essential details appear automatically, your users only have to enter specific information about what they’re ordering, which saves time.

The print copies for setting automatically prints separate copies of a broadcast order for up to five different names (or locations, such as Job Jacket). A standard disclaimer can be included, which can be used to state your rights and limitations as the agency. The auto-numbering option lets you number BOs when added, or when saved.

Usually, a manager sets up the preferences for everyone. Although these preferences are copied to new broadcast orders, users can freely change or remove them on the broadcast order. Changing these details on a broadcast order doesn’t affect your preferences

Broadcast order preferences and media buying

There are two ways to create broadcast orders: one, adding the broadcast order yourself from the Broadcast Order window; or, making broadcast orders automatically from broadcast media plans.

Regardless of how you create broadcast orders, Clients & Profits uses the broadcast order preferences to automate the process. For example, new broadcast orders are numbered automatically based on the numbering method you chose in Preferences. And the default disclaimer, distribution copies, and graphic logo are all copied to new broadcast orders automatically.

Of course you can change the broadcast order’s details, such as the disclaimer, to customize a BO for a particular order. But the broadcast order preferences, if used well, save data-entry time and make your orders more consistent.

To enter/change your broadcast order preferences

1 Choose Setup > Preferences > Broadcast Orders from the menu bar.

The Broadcast Order Settings window opens.



2 Add (or edit) preference information.

To prevent record-locking, it’s best to copy these preferences when no one is using Clients & Profits.

3 Click Save.

When these changes are saved, they will be copied automatically to all other users.

User Guide > Setup > Preferences > Broadcast Order Preferences

 


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