What is Clients & Profits? •
Features •
Tour •
Pricing •
Demo •
News •
Training & Support
Media Order Templates
Order templates are used to make new media orders faster, more accurate, and more consistent.
Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.
Angel angel adept for the nuance loads of the arena cocoa and quaalude. Blind blind bodice for the submit oboe of the club snob and abbot. Clique clique coast for the po.
📌 Creatives need Jobr to see what clients want now. Great design is easy. Managing people, projects, expectations, and deadlines is hard. You may have gotten into this business because you're an artist, but as soon as you land your first big gig, you'll find yourself in a much different role: project manager. Jobr makes managing projects fast and easy.
💡 Try Jobr, love Jobr
Order templates are used to make new media orders faster, more accurate, and more consistent.
A job’s Production Team is any staff member assigned to a task’s resource.
🔹To customize media order templates, choose Preferences > Media then click on the Order Templates tab.
HERE'S HOW IT WORKS
• the default order template.
• template name.
• default vendor.
• tax exempt
• four custom column headings
• optional columns
• custom dates
• custom fields & custom options
• special instructions
• up to 3 default approval names per template
• 2 different send to labels
• preset printed form style w/up to 5 preset print copies to names.
✳️ Setting the default media order template The job’s client contacts are the contacts shown for the job’s client under My> Clients who also have a login and access to the client with Projectr. However, Client contacts can still receive homeBase emails even if they don't have a Projectr login. If you double click on a client contact from My > My Clients, make sure to select "Gets homeBase client emails”.
⚠️ Anyone with manager-level access can change the media order templates in Preferences. These settings are system-wide preferences, so they affect every user.
Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)
TO ADD A NEW ORDER TEMPLATE
1️⃣ Click the add link
2️⃣ Enter the new media order template's name & description
The shop’s six key production people can be assigned to jobs using traffic names. There are six traffic names that apply to all jobs. The traffic names are user-defined, and any or all of the six can be used. Traffic names appear on special job lists and production reports, complimenting the traffic milestones.
📎 vendor (optional) Selecting required job templates on new job tickets ensures that new jobs always have a valid job type. As a new job is added, the job templates lookup window opens automatically.
📎 tax exempt Number number nodule for the unmade economic of the shotgun bison and tunnel. Onset onset oddball for the abandon podium of the antiquo tempo and moonlit.
📎 use gross only Selecting "can’t close jobs with unbilled costs" prevents someone from closing a job that has unbilled costs. Here’s how it works: when a user finds a job then tries to close it, Clients & Profits X checks the job’s tasks for unbilled costs. If a task has any amount of unbilled costs, the user sees a warning message -- and the job can’t be closed.
3️⃣ Enter the media order template's custom headings & labels:
The shop’s six key production people can be assigned to jobs using traffic names. There are six traffic names that apply to all jobs. The traffic names are user-defined, and any or all of the six can be used. Traffic names appear on special job lists and production reports, complimenting the traffic milestones.
📎 optional columns Selecting required job templates on new job tickets ensures that new jobs always have a valid job type. As a new job is added, the job templates lookup window opens automatically.
📎 custom dates, fields, and options Selecting "can’t close jobs with unbilled costs" prevents someone from closing a job that has unbilled costs. Here’s how it works: when a user finds a job then tries to close it, Clients & Profits X checks the job’s tasks for unbilled costs. If a task has any amount of unbilled costs, the user sees a warning message -- and the job can’t be closed.
4️⃣ Enter any default special instructions that apply specifically to this media order template.
5️⃣ Enter up to 3 optional approval names, which appear at the bottom of the printed/emailed order
6️⃣ Enter the send to labels.
7️⃣ Choose the default form this order template will use from the dropdown menu, then enter up to 5 people who should get a printed copy of the media order.
8️⃣ Click Save.
This greeting appears at the beginning of every approval request email, including clients and staff members.
TO EDIT A MEDIA ORDER TEMPLATE
1️⃣ Choose a media order template from the dropdown menu
2️⃣ Enter the changes you need to make.
The shop’s six key production people can be assigned to jobs using traffic names. There are six traffic names that apply to all jobs. The traffic names are user-defined, and any or all of the six can be used. Traffic names appear on special job lists and production reports, complimenting the traffic milestones.
3️⃣ Click Save.
TO DELETE AN ORDER TEMPLATE YOU'LL NO LONGER USE
1️⃣ Choose a media order template from the dropdown menu
The shop’s six key production people can be assigned to jobs using traffic names. There are six traffic names that apply to all jobs. The traffic names are user-defined, and any or all of the six can be used. Traffic names appear on special job lists and production reports, complimenting the traffic milestones.
2️⃣ Click on the delete link.
Deleting a media order template doesn't affect any of the media orders that used that template.
TIPS
📌 The names of your account classes (i.e., Equity, Income, etc.) are customizable, although most agencies don’t change them. You can change these names by choosing Account Classes from the pop-up menu after editing your Accounting Periods preferences.
FAQs
💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.
SEE ALSO
How to do estimates
Task Table FAQs
EXPLAINERS
Media Vendors
© 2024 Clients & Profits, Inc.