Modified: 2018/04/12 11:39 by EricCrocker - Uncategorized

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Credit Policies

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Layout

Credit policies are the terms under which you sell ads to your clients. This will allow you to control whether sales team members can place orders for delinquent or cash in advance clients.

This window is accessed through Settings.





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Main Menu

• File
  • New - Creates a new item.
  • Open - Opens the highlighted item.
  • Print - Prints the existing visible list.
  • Print Preview - Print previews the existing visible list.
  • Close - Closes the window.
• View
  • Archive: Checkmark on/off to show Archive.
  • Trash: Checkmark on/off to show Trash.
  • Merge: Merge one conflict into another and delete that conflict.
  • Reset: Reset the window and columns.
  • Refresh: (F5) Reloads the page.

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Columns

• Name - The name of the Avail.
• Grace Period - The amount of time for this policy.

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Context Menu

• Open - Opens the highlighted item in the Conflict Window
• New - Opens the Conflict Window.
• Merge - Merges two conflicts...See below.
• Archive -Places that conflict in Archived.
• Trash - Places that conflict in trashed.

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Multi-Select/Merge

Multi-Select, allows you to Shift/Left click or ctrl/left click to gather a few credit policies and right click to open the Context menu and apply to all highlighted.

Merge, will move all allocated areas assigned from the original credit policies to the merged one, you assign it to, and then deletes the original credit policies selected.



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New Button

To add a new credit policy, click the NEW button in the bottom left corner of the main window.

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Credit Policy

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Usage

Name the policy something that's easy to remember, set the number of days grace given for that account. Click OK to save the policy or changes.

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FAQ

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Additional Information