Accounts
An account represents an advertiser or another commercial relationship. Open Accounts > Accounts to find records by name and inspect their city and phone number. Select the pencil icon to edit a record.
Add An Account
- Select Add account....
- Enter the required Account name and choose Account type. New records start with Advertiser selected.
- Choose Default branche if the station classifies advertisers by business sector.
- Add the contact and address information needed by the station.
- Select Add, then reopen the record to verify it.
| Field or group | Use |
|---|---|
| Account name / Account type | Identify the relationship and its classification, such as Advertiser or Agency. |
| Default branche | Suggest a sector when this account is selected for a campaign. Check the campaign's own Branche as well. |
| Contact person / Phone / Mobile / Fax / Email | Store contact information. |
| Visit address | Store the account's visiting address; customer report headers use this address. |
| Billing address is the same as visit address | Keep selected when the addresses match; otherwise enter the separate billing address. |
| Debitor ID / Trade register ID / VAT ID | Record the identifiers used by the station's administration. |
| Bank account name / Bank account number | Record banking information if required by the station. |
These fields store account information. Entering billing details does not itself create an invoice or record a payment.
Work With An Existing Account
Open the account, edit the required fields and select Save. Account campaigns... opens the campaign list with this account selected. If campaigns appear to be missing afterwards, check both the account filter and the status filter.
The account's Reports menu offers Planned commercials overview and Aired commercials overview. Choose a month and optionally Compact version, then select Download report. See Reports before interpreting the results.
Delete Carefully
Use the cross icon in the list only after checking that the record is no longer needed. Confirm the deletion if appropriate. Existing relationships can prevent deletion; if it fails, keep the record and ask your station Administrator to check its use. Do not delete an advertiser simply to stop a campaign: use the campaign's Status.