Home → MediaPlus Advertising → Classified Ad Entry → New Client Entry
2.1. New Client Entry
1. From the Function menu, click on Classified | Ads. A window entitled Search Engine will appear.
2. At the bottom right of the Search Engine window, click on the New Client button. A Client │Profile window will appear.
3. In the Profile area, enter the client’s name, street address, zip code, phone and fax numbers in the respective fields. The city, state, and country fields will automatically be filled once the zip code is entered.
Note: General Basics and Specifications for Client Entry to keep everything Uniform.
Please use Upper and Lower Case letters in all lines.
Individual person – example “John Smith” enter as “Smith, John”
Business Name - example “The Way Bookstore” enter as “Way Bookstore, The”
Doctor example “Dr John Jennings, DDS” enter as “Jennings, DDS, John”
Doctor example “Dr John Jennings, MD” enter as “Jennings, MD, John”
4. Enter the first and last name of the contact individual in the Contact fields, and their email address in the E-Mail field.
5. Enter an industry that pertains to the Ad by clicking on the Search icon adjacent to the SIC (Standard Industrial Classification) field, and select an entry from the drop-down menu.
6. If the client company is owned by a parent company, you may click on the Search icon and make a selection from the companies available in the database. Otherwise, leave this field blank.
7. In the Billing Defaults area, check the Authorized for Billing box if the client can be billed. Otherwise, all the customer’s Ads must be prepaid.
8. If Ads placed by this client should have a different name on the bill, click on the Search icon adjacent to the Send Bill to Client field and make a selection from the drop-down menu (typically an ad agency). If Ads should be billed directly to the client, leave this field blank.
9. If the client requests tearsheets of every Ad they place, enter the number requested for each insertion in the No. of Tearsheets field. Note: tearsheets can be added as an option upon Ad entry, so only enter a number in this field if absolutely certain the client wants tearsheets for every insertion.
10. If the client has a regular mode of payment, click on the Search icon adjacent to the Payment Mode field, and select a payment mode from the drop-down menu.
11. If a purchase order (PO) is required for each Ad placed by the client, check the PO Required box. If checked, a PO must be entered each time an Ad is booked for the client.
12. In the Classified area, click on the Search icon adjacent to the Type field, and select the client type. Note: Client type is one of the most important criteria for determining which rates apply to the client. Be sure to make a strong distinction between Commercial and Private Party clients since many rates will only apply to one, and not the other.
13. Identify the individual assisting the client (usually yourself) by clicking on the Search icon of the blank field adjacent to Curr. Salesrep, and make a selection from the drop-down menu.
14. Enter the client’s previous Sales representative, if applicable, by clicking on the Search icon adjacent to the Prev. Salesrep field, and making a selection from the drop-down menu.
15. Click on the Save icon to save the client profile information.