Publications are used to track purchases for traditional print, digital and outdoor media to a specific vendor. The publications allows you to define a number of fields to ease the ordering and tracking workflow.
A typical setup will be to first create a vendor company record. The company record will be used for payments and connecting multiple media outlets. The publication will be used to track the media orders to specific media outlets.
Create New Publication
The below assumes that you have already setup your the vendor company record.
Menu > Media >Today-Media> + icon at top of page >Publication
Publication Name: Required> enter the publication name or descriptive name. This will be visible on orders and client invoices
Publication ID: Required> enter a shortened version of name
Vendor: select vendor from dropdown list
Item: select designated media item for the publication
Space Close: enter in number of days prior to insertion date the order must be formalized. This will autofill the date based upon the number days entered and insertion date selected when creating the order line.
Materials Due: enter in number of days prior to insertion date the order must be formalized. This will autofill the date based upon the number days entered and insertion date selected when creating the order line.
Mailing Address Info: enter in the appropriate Contact and mailing address information.
Once you save, the screen will refresh to the saved publication
Click on the pencil icons to edit the individual sections.
Default Publications Listing Screen
Go to Menu >Media>Today-Media>Views: Publications
This will allow you to create views that will display publication information.