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Create an order

After you build a schedule associated with a proposal, you can create an insertion order for each vendor with scheduled spots/units. Then you can print orders or send them electronically to Marketron Exchange for insertion into their traffic systems, Marketron Traffic, DeltaFlex and Visual Traffic.

• You must subscribe to the Marketron Exchange service to transfer radio orders. If you aren't a subscriber, you can still create an order but you can't send it to Marketron.

• A schedule must be associated with a proposal and saved on the Tapscan Server to create orders. You can save a locally saved schedule to the Tapscan Server to satisfy this requirement.

• Zero spot/unit rows must be removed from the schedule or spots/units must be assigned to those rows before you can create an order.

• All rows must be toggled on in the schedule. Remove rows toggled off and save the schedule again.

• The schedule cannot contain combined stations or dayparts and the dayparts cannot cross midnight.

• All orders must be for future dates.

• There will be a separate order created for each station/vendor in your schedule.

• Each order will have a unique number with the revision number set to zero (i.e., Order # 100-r0).

To create an order:

1 Open a schedule associated with a proposal:

• Click the Proposals tab and select a saved proposal.

• Click the Schedule tab.

• Select the appropriate media tab.

You can copy a standalone schedule to a proposal. See Related topics... below for instructions.

2 Select Create Order from the Actions menu in the toolbar.

If your schedule does not meet the requirements, a red message displays indicating what to change. You can create up to 25 orders at one time.

3 Select the stations/vendors:

• Click vendors in the Available list to highlight and select them.

OR click the check in the Available list heading to select all vendors.

• Click OK.

A message displays when orders are successfully created.

4 Change order header details:

If there are orders for multiple stations/vendors, you can enter details for each one or apply the details to all.

• Select a station/vendor to change from the drop-down list at the top of the dialog if there are multiple orders.

• Click the arrow to select a different contact for the advertiser.

• Type any job, estimate or contract numbers in the boxes.

• Type a value in the Net% box.

You must include the % sign with the value.

• Click the arrows to select revenue type, billing calculations and order type.

• Click the Notes arrow to select specific proposal, vendor, advertiser or custom notes. Then type the notes in the box.

• Repeat this step for each station/vendor ordered.

OR, click the Apply to All Vendors button to use the same details for each one.

5 If you made changes, click the Save button.

A message displays when the orders are successfully updated.

6 Click the Go To Orders Tab button to view or print orders or send your order to Marketron Exchange.

OR click Return to Schedule.

See Related topics... below for information about printing or transferring your order.