Media Training for Agencies (Elective Session)
Workflow
Insertion Orders
These can be synced with Strata, SmartPlus, or you can import them into Workamajig.
Broadcast Orders
These can be synced with Strata and SmartPlus, however, if you don't sync and want to import, then you can repurpose the IO imports to cover BOs as well. This is due to the complex design of the BOs in comparison to the IOs.
Strata Specific Guides
Setup
Purchase Items vs. Media IO and BO Items
If you place orders infrequently and you just need to input an amount for billing, then you can simply use the Default Media Items found in System Setup > Purchasing > Purchase Item. Then, you will key in the order using a PO.
However, if you plan on syncing with Strata, Smart Plus, or importing orders and so forth, then you will want to use the Media Items established in System Setup > Media > Broadcast Items and Print Items.
Vendors vs. Stations and Publications.
Depending on how you want to pay your vendor, you can setup Markets and/or Stations that are linked to the vendor record. For example, you have a vendor that owns several stations. The stations place the media, yet the Vendor is the one that accepts the payment.