Creating a New Order For a Publication

There are two ways to create a new order:

Method 1. From the Companies Screen

  • Go to Marketing Database > Companies in the main menu.
  • Locate the Company who is placing the order by clicking on the company code in the Hot Area of the record and opening the Search window.
  • Once the company has been found, click on the Go To order button.
  • If the company has placed previous orders, the system will ask you if you would use any of the existing orders. If a new order is to be created, click on no until a new orders screen is created. To bypass using any existing orders, right click on the Go Tobutton to go straight to a new order screen.
  • A window will then appear with the publications that have been set up in the system. Click on the relevant one and click the green tick button.

Method 2. From the Orders Screen

  • Go to Orders & Items > Orders in the main menu.
  • While the Hot Area is orange click on the New button on the Navigation Toolbar.
  • A window will then be displayed listing the publications that have been set up in the system. Click on the relevant one and click on the green tick button.
  • You must then find the company that is placing the order. Enter or Search for the company code then click on the green tick button. A new orders window has now been created.


The following information can be added or changed in the top half of the window as required

  • Change the currency from the home to secondary currency
  • Change the status and status date.
  • Add a sub status and sub status date.
  • Add a Corporate discount percentage.
  • Add an Agency Commission code.
  • Add the salesperson's user code who is responsible for the order
  • Add your customer's reference number for the order.

A description of these fields can be found in the Order Screen Overview.

Once the new order has been created you must then add or set up the items and necessary details related to that order which make up the order lines.

  • In the 1. Order Lines tab click on the New Button to the hand side of the order line grid.

  • After the publication code and colon enter or Search for the item code. For more information see Items Overview. You can also set up a new item here by entering a code for the item, right clicking and choosing New from the pop-up menu. This will then take you to the item screen. For more information see Setting up Items.
  • Hit return and the description, quantity and value will be entered as dictated by the Item set up. The description field can be changed or added to and if the Item has been set up without a value, one can be entered here.
  • If the item is a classified ad and is related to the number of words, there will be a word count button next to the description field, for more information on setting up classified, see Adding a Classified Ad Item.

The order Lines tab contains the following fields which are described below

Total Qty

This field will show the quantity of Items for the order and is dictated by what has been entered in the Item set up. If the company has purchased more than one of these items, the total qty number can be changed and the total value will be calculated automatically.

Invoiceable Qty

This value of this field is reflected by the status of the order. If the status of the order is not to be invoiced this value will automatically be 0, if the order has been set up with an invoiceable status this value will correspond to the total quantity value. If the order is subsequently changed from not to be invoiced to that of an invoiceable status, this quantity will change to the total quantity value. The quantity can be changed manually, all or some of the total quantity can be invoiced regardless of the status by entering a number in this field, the manually invoiceable qty check box to the right of field automatically becomes ticked if a number is entered here.


The Issues button allows you to assign adverts and editorials to issue(s) within a publication. For information on adding items to issues see Assigning Items to Issues.

Manual Line

Clicking on the manual line tick box means that the order line no longer follows the status of the main order. For example, if the main status of the order is changed from uninvoiceable to invoice, the invoiceable quantity on this order line will not change. You can use the manual line tick box to change details about a specific order line while the rest of the order follows the main order status.

Auto Line

The Auto line tick box is ticked by default. This means that the order line follows the main status of the order, for example if the order status is changed from an uninvoiceable status to that of an invoiceable one, the invoiceable quantity value will change to reflect this. This tick box cannot be unticked, changing the order line to manual will automatically untick this box.

Active Line

This tick box is used to set the order line as active and allows it to be included in any invoicing and transactions. By default this box is ticked. Removing the tick will mean that the item will not be included in any further processing of this order. Unticking this box will automatically untick the auto line box and tick the manual line box as this means that you are manually deciding how the order line is to be processed.

Cancelled Line

The Cancelled Lines tick box is tells the system to treat this line of the order as cancelled. With the Active Line box ticked, you will be able to produce a credit note against this line if appropriate. If there is no tick in the Active Line box, then the system will disregard this line of the order and no transactions will be allowed to be produced. If the Auto line is ticked, the order line will follow the main status of the order, if this status is set to cancelled, the order line will be cancelled. If the manual button is ticked, the cancelled line tick box allows the order line to be ticked without the whole order being cancelled.

No Rep Commission

Click on this tick box if you would like no rep commission to given against this order line.

By Schedule Date

Click on this tick box if the Invoicing is to follow the payment schedule either set up as default in the Setting up a New Publication or entered in the Order Payment Terms section of the order.

By Date

Clicking on this tick box brings up another field for you to enter a date you would like the invoice to be produced. This overrides the schedule dates.

Cancellation Terms Apply

Tick this box if the cancellation terms as set up in the Publication Set Up will be applied to this line if the line is cancelled. If an item has cancellation terms linked to it in the Items window, then the system will automatically find the terms and apply them to this order.


The Initial value, any adjustments, VAT and total value are displayed as determined by the Setting up Items along with the default VAT code. To see a more detailed pricing breakdown or to apply discounts to this order line, click on the Expand button next to the VAT code.

Frequency Discount

Tick the box if you would like to apply frequency discount to this order line. Enter the percentage discount required.

Corporate Discount

Tick the box if you would like to apply a corporate discount to this order line. Enter the percentage discount required. If a corporate discount has already been applied in the top half of the orders window, this figure will already be entered here.

Item Discounts

Under the corporate discount there are 2 fields for item discounts. The first is for a percentage discount, the second for a value discount. Enter or search for the discount code you would like to apply and enter either a percentage in the first field or value in the field below. These fields are automatically subtracted from the initial value of the item, if you would like them to be added to rather than taken away from the initial value, make the percentage or value a negative figure. For more information see Item Discounts.

Agency Commission

An agency commission can be taken off the subtotal manually, click on the tick box and enter a value for the commission. This will be automatically taken off the sub total to give the final item value. If an Agency Commission code has been applied already in the top half of the orders window or set up on the main company record, this will already be displayed in this field.

VAT Code

The VAT code as entered in the Publication Set Up will automatically be added to the order line. If this is not correct for the specified order line, enter or search for the correct code For more information see VAT Codes.

Once all the pricing structure details have been entered, click on the Contract button to hide the rest of this window.

Payment Split Button

Payment for the order line can be split between two or more companies. Any companies that have been linked to this company for invoicing of this order in the Order Companies Page of the order screen will be listed here and the final value of the item divided between them as previously set up. You can edit the value these two companies pay here.

  • Click on the company code and click on the Edit Button.
  • Adjust either the percentage of the item or a goods value the company is to pay.
  • Click on the Done button to take you back to the previous screen.
  • If the goods value does not now add up to the value of the item, click the AutoCorrect button, the system will try to correct the value.
  • If you wish to abandon the changes, click on the Reset button to return the values to as they were previously before they were edited.
  • Click on the Payment Split button again to return to the order Line window.

Invoice Lines

Displays a grid listing all the invoices related to this order. To view any of the invoices in more detail, click on the line and hit the Edit Button. To return to the order lines window, click on the Invoice Lines button again.


Lists all the communications made against this order. The communications can be filtered by using the Drop Down Menu. For more information see Communications Overview. To return to the order Lines window, click on the Communications button again.


The other tabs in the order screen contain pages to add more information and details related to the whole order rather than the order line in particular. For more information click on the links below.

Order Companies page, which is used to list the companies that are involved in the order such as different invoice and agent companies

Order Payment Terms page, which contains details on the financial arrangements that have been agreed for the order.

Order Communications page, which list all communications that are connected with the selected order.

Order Other Page. This page contains four additional tabbed pages. The first page is the Employee Links page, which provides details on any employees that are associated with the specified order, Employees responsible for the order can also be added here and their commission. The second page is the order Name page, which lists all the companies associated with this order. The third tab is History which lists all the other orders this company has placed and the final tab Attributes lists the attributes that have been assigned to this order.

Order Transactions page, which displays any transactions that are associated with the specified order.