Publications [in-depth guide]
Publications are used to track purchases for traditional print, digital & outdoor media to a specific vendor. The publications allow you to define a number of fields to ease the ordering & 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 following steps require a vendor company record that has been set up beforehand.
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 & client invoices
Publication ID: Required > enter a shortened version of name
Vendor: select a vendor from the dropdown list
Item: select the designated media item for the publication
Space close: enter in the number of days before the insertion date, the order must be formalized. This will autofill the date based on the number of days entered and the insertion date selected when creating the order line.
Materials due: enter in the number of days before the insertion date the order must be formalized. This will autofill the date based on the number of days entered and the insertion date selected when creating the order line.
Mailing address info: enter in the appropriate contact & 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.
Media > Today media page [guide]
Insertion orders [in-depth guide]