Modified: 2012/06/25 18:15 by ddmurphy - Uncategorized

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Administration

The administration module provides access to areas of the system that are of a nature that they are leveraged by the rest of the system.

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Group

Everything in the system is grouped under a single entity named, appropriately enough, group. From here you can edit the groups name, address and logo utilized by reports that print at a group level.

Create

You are unable to add a group as these are restricted based on your license agreement. If you would like to add a new group, please contact customer service for more details.

View/Modify

Double click on or press the enter key (if currently highlighted) to display the view/modify dialog. See Group.

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Stations

Each group can have one or more stations associated with them. From here you can edit each stations name, call letters, address, logo, phone, email, default options, etc.

When selecting the Stations module, you will be presented with a list of stations to choose from. Select a station by double-clicking to open the selected stations details.

Create

You are unable to add a station as these are restricted based on your license agreement. If you would like to add a new station, please contact customer service for more details.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See Station.

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Users

To allow access to the system, each person must have their own user account. This is where you can add, remove, and apply security settings (access) on a group-by-group/station-by-station basis.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item. See User.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See User.

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Customers

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item. See Customer.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See Customer.

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Conflicts

Provides a means in which the scheduling engine will protect similar products from appearing close to one another on the log. For example, you might not want car dealerships to run back to back (or very close) to one another. This protection works on an order by order basis and is in addition to customer separation. There can be up to two conflicts configured on each order.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item. See Conflict.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See Conflict.

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Agencies

Person or company that places advertising on your station on behalf of a advertiser and usually provide copy as part of the service they render to the advertiser. In exchange, they are usually allowed a commission discount on the gross invoice amount; collecting the full amount from the advertiser and paying the station the net amount.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item. See Agency.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See Agency.

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Copy

Provides a means to view and edit all copy in the system.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item. See Copy.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog. See Copy.

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Templates

Templates are what are used in the system to build the log structure. These can then be used to help build your Formats and additionally be used by the Log editor to make substitutional changes to a particular days Format. As part of the Template editor, you can also create Formats. You have a Format for Monday through Sunday. Until these are done, no logs can be generated.

If multiple stations are configured, you'll be promted for which station that will used.

See Templates.

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Clocks

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Plans

Provides a means to view and edit all plans in the system.

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Agency Commission

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Spot Types

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Categories

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Commission

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Countries

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Credit Policies

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Revenue Types

When you create an order, you will need to specify a revenue type; which is most often is used to designate an order as cash or trade. This value will define how agency and sales commission is applied; items marked as "trade" will treat all values on the order as zero dollars for the purposed of commission calculation (essentially turning off commission for the order).

Additionally, this selection provides a means to filter certain types of sales into separate sales reports. Most reports allow you to choose which revenue types to include when generating the report.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Revenue Sources

Provides the ability to to filter sales reports based on the following values (by default):

• Local Direct
• Local Agency
• Regional Direct
• Regional Agency
• National Direct
• National Agency
• Other Direct
• Other Agency

An order can be assigned to a single revenue source.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.

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Voices

Voices are yet another way to ensure a clean separation between scheduling of spots. By providing a voice when entering an order, the system will restrict placing the same voice back-to-back during the automatic placement process.

Create

Right click in the list to open the context menu and choose the new menu option to open a window to add the new item.

View/Modify

Double click on or right click on an existing item in the context menu and select the open menu item from the context menu to display the view/modify dialog.