https://youtu.be/ff_UMdgZh-U

New Orders in MediaOS

Before writing a new contract in MediaOS, make sure the Account data is accurate, including:

• [ ] Name of company is correct (spelled correctly)
• [ ] Contact(s) for approval, artwork, and billing are all accurate and noted
• [ ] Address is correct - even though we are emailing contracts and invoices, the address MUST be present and accurate

Adding a Contract

1. Click the “new contract” button on the Account page
2. Use the default template
3. settings that come up, click “next”
4. Add the Products that you plan to quote
5. When you see the blank proposal - ALWAYS select the proper “email” and “address” fields at the top before adding your line items.
6. Add your line items, specifying any discounts (by percentage or dollar amount) and trade (under “Add Fees/Discounts”)

<aside> 💡 NEVER discount the proposal at the bottom above the TOTAL! Discounting here creates problems with line item payments in our accounting system. The ONLY time you would discount the entire contact is if they are paying for the entire contract up front.

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Emailing Contract to Client for Approval

We recommend that you “Email for Signature Request” every insertion order to get the client approval. By doing so, it ensures a signature and presents the opportunity for the client to input their credit card or ACH (bank draft) information.

“Set to Won” converts the proposal to a contract, otherwise “Email > Signature Request” the proposal to the client so they can approve online.

<aside> 💡 Always make sure your contracts have a signature on them from the client! If they fax or mail you a copy, get a digital copy of the contract signature page and upload to the “files” section of the Account.

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In the event the client prints, signs, and mails or faxes you back a contract with their signature, you can click the “Set to Won” button to convert the proposal yourself.

After Approval