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Broadcast order preferences help
you automate the creation of broadcast orders
Basic information that’s generally applied
to all broadcast orders, such as a standard disclaimer, can be
set in Preferences. This information is then copied automatically
to every new broadcast order. Since these essential details appear
automatically, your users only have to enter specific information
about what they’re ordering, which saves time.
The print copies for setting automatically prints separate copies of
a broadcast order for up to five different names (or locations, such
as Job Jacket). A standard disclaimer can be included, which can be used
to state your rights and limitations as the agency. The auto-numbering
option lets you number BOs when added, or when saved.
Usually, a manager sets up the preferences for everyone. Although these
preferences are copied to new broadcast orders, users can freely change
or remove them on the broadcast order. Changing these details on a broadcast
order doesn’t affect your preferences
Broadcast order preferences and media buying
There are two ways to create broadcast orders: one, adding the broadcast
order yourself from the Broadcast Order window; or, making broadcast
orders automatically from broadcast media plans.
Regardless of how you create broadcast orders, Clients & Profits
uses the broadcast order preferences to automate the process. For example,
new broadcast orders are numbered automatically based on the numbering
method you chose in Preferences. And the default disclaimer, distribution
copies, and graphic logo are all copied to new broadcast orders automatically.
Of course you can change the broadcast order’s details, such as
the disclaimer, to customize a BO for a particular order. But the broadcast
order preferences, if used well, save data-entry time and make your orders
more consistent.
To enter/change your broadcast order preferences
1 Choose Clients & Profits X > Preferences
(Mac) or Setup > Preferences (Windows), then select Broadcast
Orders from the column on the left.
The Broadcast Order Settings window opens.
2 Add (or edit) preference information.
To prevent record-locking, it’s best to copy these preferences when
no one is using Clients & Profits X.
3 Close the preferences window. Any changes that you've
made will be saved automatically.
When these changes are saved, they will be copied automatically to all
other users.
Adding a graphic logo to broadcast orders
broadcast orders and invoices can each contain a different graphic logo.
This logo appears at the top left side of the printed estimate and invoice.
Any kind of .BMP file (Windows) or PICT file (Macintosh) can be copied
from a graphics program, then pasted into the report options windows.
The graphic file can be black-and-white or full-color.
These step-by-step instructions apply to both the
Mac and Windows versions of Photoshop and Clients & Profits
X. While these instructions refer to Photoshop, nearly any
graphic program will work in the same way.
First, start Photoshop and open your logo file. Then start Clients & Profits
X and open your database. Once you've entered your initials and password
into Clients & Profits X, switch back to Photoshop.
1 Once Photoshop has started,
open the graphic file containing your logo.
2 Modify the logo so that it
has an image size of 795 pixels wide by 300 pixels high. If
your logo's width or height does not meet either of these dimensions,
choose Image > Canvas Size to add the necessary white space
required to bring the graphic to the required size.
All logos will vary in size, but none can exceed 795 X 300 pixels, otherwise
they will be immediately scaled to fit these dimensions on the printed
estimate, invoice, etc. In some cases, you may want to decrease the size
of your logo in order for the entire image to fit inside of the logo
fields in Clients & Profits X.
The logo won't be centered by Clients & Profits; instead,
the logo is placed in the top-left corner. If your agency logo is square
in shape, you must make sure that the height does not exceed 1". Then,
add additional white space to your logo to bring the total width to
2.65".
3 Choose Select > All to select the entire graphic file.
4 Choose Edit > Copy to copy this selection
to the computer's Clipboard.
5 Switch from Photoshop to Clients & Profits
X.
6 Once in Clients & Profits
X, choose Setup > Preferences (Windows) or Clients & Profits > Preferences
(Mac) then select an options area from the list on the left
(Broadcast Orders, Invoice Options, Estimate Options, etc.).
The selected preference options window opens,
displaying your preferences including any existing logo.
7 With your mouse, click inside
the logo field, then choose Edit > Paste.
The logo graphic should appear. In some cases,
it may appear bitmapped on the screen, but will print in 300
dpi quality on the printed forms.
8 Click Save.
The same logo can be pasted into the database's
Broadcast Order preferences, Estimate options, Insertion Order
preferences, Interactive Order preferences, Invoice options,
Outdoor Order options, and Purchase Order options by repeating
steps 4-6. To paste a different logo into a preferences window,
repeat steps 1-6.
Pasting From File
You can also paste your saved PICT or BMP file directly
into the program.
1. Choose Clients & Profits X > Preferences
(Mac) or Setup > Preferences (Windows)
2. The Preferences dialog box will open.
In the left-hand preferences list, choose the options
area you wish to paste your logo into.
3. Click inside of the logo field, then
choose Edit > Paste From File.
4. You will be prompted to locate the
logo file you wish to paste into the program. Once you've
located the file, select it and click Open.
5. Your logo should appear in the logo
field.
Your logo will be saved to Preferences when the window is closed.
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