|
|
Insertion
order preferences help you automate the creation of
insertion orders
Basic information that’s generally
applied to all insertion orders, such as a standard
disclaimer, can be set in Preferences. This information
is then copied automatically to every new insertion
order. Since these essential details appear
automatically, your users only have to enter specific
information about what they’re ordering, which saves
time.
Usually, a manager sets up the preferences for everyone.
However, insertion order preferences can be customized
for each user; people who mostly order newspaper space,
for example, can have different preferences than people
who order magazine space.
The print copies for setting automatically prints
separate copies of a insertion order for up to five
different names (or locations, such as Job Jacket). The
labels for up to five user-defined fields can be preset
(e.g., Size, Position, and other specifications). 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 IOs when added, or
when saved. The option to copy these settings to all
users makes sure that all users have these same
preferences.
Although these preferences are copied to new insertion
orders, users can freely change or remove them. Changing
these details on a insertion order doesn’t affect
your preferences
Insertion order preferences and media buying
There are two ways to create insertion
orders: one, adding the insertion order yourself from the
Purchase/Insertion Order window; or, making insertion
orders automatically from the media plan (or media
estimate).
Regardless of how you create insertion orders, Clients
& Profits uses the insertion order preferences to
automate the process. For example, new insertion orders
are numbered automatically based on the numbering method
you chose in Preferences. And the default disclaimer,
approval names, distribution copies, and graphic logo are
all copied to new insertions automatically.
Of course you can change the insertion order’s
details, such as the disclaimer, to customize an
insertion for a particular order. But the insertion order
preferences, if used well, save data-entry time and make
your orders more consistent.
To change your insertion order preferences
1 Choose Setup > Preferences > Insertion
Orders.
The Insertion Orders preferences window opens.
2 Make your changes to the insertion order
preferences.
If you want everyone to use these preferences, select the
option to copy these settings to all users. When these
changes are saved, they will be copied automatically to
all other users. To prevent record-locking, it’s
best to copy these preferences when no one is using
Clients & Profits.
3 Click Save.
|
