Add or change account details

After you create an advertiser, agency or vendor, you can add addresses and other information to use in the media selling process. You can also modify the details for an existing advertiser, agency or vendor.

After you create a new advertiser, agency or vendor, the Details page displays.

1 Type additional details in the Advertiser, Agency or Vendor Information and Primary Contact sections.

Items with a red asterisk are required. If you want to clear the details you added before saving, click Undo in the toolbar.

2 Add address information:

• In the Mailing Address section, type the mailing, billing and shipping addresses.

• Click the arrow to select the state.

• If the billing and/or shipping addresses are the same as the mailing address, select the Same as mailing address checkbox.

3 Type a Net % value in the Additional Attributes section, then select values for other optional attributes.

Tapscan uses the Net % value to calculate estimates based on net rate. You can also define a Net % to use for an order when you create the order. In that case the system will use the percent defined in the order for the schedule as well.

4 Type any comments in the Notes box.

5 Click Save in the toolbar to keep the account details.

OR click the Save & Create New button to keep your changes and open a blank Details page to add another advertiser, agency or vendor with account details.

To return to the main page, click the Back to List button in top left corner of the page.

1 Click the Accounts tab and then click the Advertisers, Agencies or Vendors link at the top of the page.

2 Select the advertiser, agency or vendor:

• Optionally, search for the name:

– Click the button in the toolbar.

– Select columns to search and click OK.

– Type at least two characters in the search box and click the Search button.

To return to the original list and clear the search, click the Show All Rows link.

• To sort a column, click the column heading. Click again to reverse the order in the same column.

A black arrow on top means the sort is in ascending order (lowest to highest). A black arrow on the bottom means the sort is in descending order (highest to lowest).

• Click the name link.

3 From the Details tab, change account information:

• Highlight text to change and type the new information.

• OR click the arrow and select an option.

• OR click the Edit... link to change selected spill markets and network affiliates for a television station or networks for a cable system. See Related topics... for more information.

If you want to clear the details you changed before saving, click Undo in the toolbar.

4 Click Save in the toolbar to keep your changes.

To return to the main page, click the Back to List button in top left corner of the page.