Entering a New Agency

 Creates a new agency record

  Opens existing agencies

 Give the ability to search for existing agencies

 Saves current agency entry

 Clears the agency entry/edit screen

 Exits the Agency Entry/Edit screen

Click on File then Agency, and select Entry/Edit.  Click on the “New” icon  – the system will automatically generate a new Agency number; click Ok or Cancel to return to the original screen.  Enter in the Agency name, the Country, the Territory (Province/State) and the commission the agency will receive (defaults to 15%).  Next, enter in the Address information.  There can be two addresses (but only if they’re different): one to send the confirmed contracts to, the other to send the invoices to. Or, if the contract and the invoice should go to the buyer, check mark the box to the right labeled “Send Invoice to Buyer.”  Select whether this agency’s billing is based on the Broadcast Month or on the Calendar Month. Electronic invoicing is for when invoices are printed you have to the option to print, add labels or text file. This creates a file (pre-determined layout) that is then uploaded at either DDS, Adtrac, or Spot Data

Once all information has been filled in, click save.

*Note – to make changes to an agency, click on the “Open” button – this will recall the agency information.

Mailing tab – Contracts – Enter the contact name and their address, including their email address if available.  This information will appear on the contract that is printed from Traffic.  Under Invoice/Statements, enter in the contact and address of the person that the invoices are sent to.  If the contract and invoice are going to be sent to the same person, there is no need to enter that information into the Invoice/Statements side of the screen.

Applicable Taxes tab – if there are taxes setup for each station, the definition will appear in this screen.  If the particular agency selected does not need to have taxes, simply un-check mark it

Finance tab – this is where a credit limit can be set.  By entering in an amount into the New Credit Limit field, this agency will not be able to book anymore than what is defined.

For example, if a credit limit of $500 is entered, it cannot exceed that amount until they have paid off any outstanding balances.

*Note – to make changes to the agency, click on the “Open” button. This will recall the advertiser information