Create Order - Click this button to launch the Sales Order module and open a new, blank sales order.
Open - After selecting a proposal, sales order, or contract from the Order List, click this button to open it in Sales Order.
Import - Click this button to import orders from third-party vendors.
Old Version - From the Contract Details tab, select an order that has been revised one or more times and click this button to open a window that will allow you to select which previous version to open.
NOTE -
See Viewing Old Versions of Contracts for more information.
Notes - After selecting a proposal, sales order or contract from the Order List, click this button to attach a note to it. This message will show up at the bottom of the order details area, as well as on the Remarks tab of the order's header.
NOTE - See Attaching a Note to an Order for more information.
Rename Order - After selecting a sales order or contract from the Order List, click this button to open a window where you will be able to type in a new name for the order.
NOTE - See Renaming an Order for more information.
Delete Order - After selecting a proposal or sales order from the Order List, click this button to delete the order.
NOTE - See
Deleting and Canceling Orders for more information.
Print - After selecting a proposal, sales order, or contract from the Order List, click this button to print it.
NOTE -
See Printing for more information.
NOTE -
Printing an order through the Document Manager module is not the same as printing a broadcast contract/confirmation.
Document Manager is used most often to print orders for internal
filing purposes. The broadcast contract/confirmation that is sent
to clients is generated and printed from the Reports module, usually
by members of the Traffic Department.
Print Preview - After selecting a proposal, sales order or contract from the Order List, click this button to see a print preview of it.
Miss Spot(s) - From within the Notifications tab, click this button to change a "missed-unresolved" spot to a "missed-no-makegood" spot.
NOTE - See Notifications for more information.
Makegood Spots(s) - From within the Notifications tab, click this button to make good the selected spot by entering a makegood line in the order.
NOTE - See Notifications for more information.
Refresh Notifications - Click this button to refresh the notifications in the Notifications tab.
Close Notification - After selecting a notification from the Notifications tab, click this button to remove it from view.
Close Resolved - Click this button to close all resolved notifications; this includes: missed-no-makegood, missed-with-makegood, and bumped spots.
Refresh - Click this button to refresh the Document Manager screen. When you refresh, the system takes another snapshot of the orders in your database and updates them accordingly. Because orders are constantly being entered, approved, and converted to contracts, you should refresh your screen often.
Credit - Click this button to display the Credit Management screen.
View Export - Click this button to view the status of exported alternative revenue lines and manage the associated media.
NOTE - See View Export for Alternative Revenue for more information.
Convert to Contract - For authorized users only, click this button to convert a selected sales order into a contract.
NOTE - See Converting Orders to Contract for more information.
