EditRadioTraffic.com 101
backEditIntroduction
Essentially this is the section to help get you up to speed as quickly as possible. In addition, it will provide you with the tools and forms to gather the necessary information we need to initialize your system in the most effective manner possible. To help you each step of the way, we do have short videos (approximately 2-5 minutes) and documentation at: http://www.traf.com/101.ashx.
The
First Phase will be the Planning Process where you gather the necessary information, then submit it to us and finally the installation of the software.
- Questionnaire
- User Accounts
- Clocks/Formats/Templates
- Customer List
- Installation
The
Second Phase will be orienting you to the lay of land, so to speak. How to enter orders, new customers, and copy.
- Introduction to the Dashboard
- Introduction to the Orders Window
- Introduction to the Customer Window (add a new customer)
- Finding a Customer
- Creating Copy
- Creating a New Order
- Working with Rotations
- Approving an Order
The
Third Phase will be log editor and taking you through the scheduling of a log and actually exporting a log if you are using automation or just printing a log.
- Introduction to the Log Editor Module
- Opening a Log
- Adding a Spot to the Log
- Removing a Spot from the Log
- Moving a Spot on the Log
- Using Automatic Placement
- Locking the Log
The
Fourth Phase will be log reconciliation. Once the material (spots) has aired going through the log reconciliation process which generates the invoices, which facilitates the makegood process.
- Introduction to Reconciling the Log
- Working with Automated Reconciliation (optional)
- Writing on a Spot
- Scheduling a Makegood
The
Fifth Phase will then go into billing where you finalize the invoices and get them sent out.
- Introduction to A/R
- Finalizing Invoices
The
Sixth Phase will be working with statements, applying payments, adjustments and verify balances.
- Applying Payments/Adjustments
- Reconciling A/R
- Printing Statements
The
Seventh Phase will go into the reporting capabilities.