Orders

A customer’s orders are used to keep track of media buys on the digital signage network.

It can record contacts and line items derived from media packages. An account manager can extract an insertion order or an order affidavit from the order to be sent to clients.

First, select Customers from the resource tabs on the left, and then expand a customer in the folder panel. Right-click on Orders and you will see this menu:

The orders contextual menu

    • Add Order: Opens the Add Order Wizard.
    • Edit Order: Opens the Order Properties dialogue box.
    • Deactivate Orders: Deactivates any selected orders.
    • Add Order Folder: Opens the “Add a folder” dialogue box.
    • Edit Folder: Opens the Order Folder Properties dialog box.
    • Insertion Order: Generates an insertion order.
    • Order Affadavit: Generates an order affadavit.

For general information about adding, editing and deactivating resources, see Resources – Overview.

Before adding an order, you can configure the Add Order Wizard. Go to Options Menu > Change Options > Orders.

Configure options for the Add Order Wizard

This dialog box will give you the choice of including the following items in the Add Order Wizard:

    • Reports Description
    • Insertion Order Report Footer
    • Order Affidavit Report Footer
    • Reports External Contract Identifier

Disabling any of these will omit them from the Add Order Wizard.

To create an order, from the contextual menu select Add Order.

Unless changed in the options menu, by default the Add Order Wizard contains the following pages:

    • Welcome: Name the order.
    • Order Contacts: Specify the list of contacts for the order.

The Order Contacts page

    • Description: Enter a description for the order, if you want.
    • Insertion Report Footer: Enter an insertion report footer, if you want.
    • Affidavit Report Footer: Enter an affidavit report footer, if you want.
    • External Contact: Enter an external contact for the order, if you want.

The External Contact page of the Add Order Wizard

To edit order properties, use one of the following methods:

    • From the list panel, select a customer, then an order. From the view bar, select Edit.
    • From the contextual menu, select Edit Order.
    • From the list panel, double-click on an order.

Edit order properties

General

This tab setting contains the id and name of the order as well as the Active box. By de-selecting the active box you can delete the order. To re-activate the order you must click on the Window menu in the Administrator and remove the check mark next to Hide Inactive Resources, this will display all inactive resources. By re-accessing the order properties and placing the check mark next to Active you will then be able to access its properties again.

Description

This tab setting allows you to enter a text description of the order. This description will be included in both the Order Affidavit and Insertion Order.

External Contract

This tab contains a field that will appear next to the Contract ID field in the Order Affidavit and Insertion Order.

Footers

The Footers button of an order’s properties contains two tabs that represent the text footers that will appear at the bottom of the Insertion Order and Order Affidavit.

Suggested text for these areas can include any legal disclaimers, signature lines, payment terms, etc.

Contacts

The Contacts section allows you to associate and/or list any persons related to an order. Any of the following Contact Types can be associated with an order:

    • Network Operators
    • Billing
    • Agency
    • Advertiser
    • Account Manager
    • Media Buyer
    • Media Representative

All contacts will appear after the Line Items on the Insertion Order and Affidavit Report, except for the Network Operator which appears at the top-right corner.

If you do not want the name of a specific Contact Type to appear on the Insertion Order and Affidavit Report, simply clear that field in the order properties.

For detailed procedures about adding a contact, see Network Operations Tutorial – Create a Contact.

For general information about contacts, see Contacts.

Finally, we provide a training video that outlines how to add and edit contacts, and how to set up notifications.

Line Items

Each Line Item represents an individual media buy (or Campaign) that you are billing your client. All Line Items appear on the Insertion Order report. The Order Affidavit report will only display the Line Items based on a variable pricing such as Campaigns and not fixed cost items.

Creating a Line Item

To access the Line Item options within an Order you must edit an Order by right clicking on it and selecting Edit Order / Line Items. Click on Add Line Item to add a new media buy or product to the Order. A wizard will appear asking you to choose if the Line Item is based on a Campaign, the name of the Line Item, and finally, the pricing options related to the Line Item.

If your Line Item is not based on a Campaign then you will be prompted to manually enter the quantity in the pricing options window.

Updating a Line Item

If your Line Item is based on a variable parameter such as impressions or repetitions it is recommended to calculate the most recent values by editing the Line Item and clicking on Calculate in the Price settings. By doing this you will display the most recent information on either the Insertion Order or Order Affidavit.

Pricing Options

When creating a Line Item the following pricing options appear:

Line Item Options Descriptions
Apply Tax Will apply a tax surcharge for the percentage specified in the Customer properties. To modify the tax rate simply right click on the Customer icon and select Edit Customer.
Quantity Only is available for fixed costs line items.
Discount Allows you to optionally decrease the subtotal of an invoice by a given percentage rate. This field can be used to apply any compensation for a media buy that did not play the estimated amount.
Associating a Campaign to a Line Item

The Line Item properties contain a Campaigns button that allows you to select which Campaign is used to calculate the Pricing value. All Impressions and Repetitions in the Line Item will be inherited from that Campaign.

Pricing Options

When creating a Media Package in the Administrator you are prompted to select the Payment Type. The Payment values appear in both the Insertion Order and Order Affidavit to submit to your client.

Cost per Repetition

This payment type will calculate each estimated repetition and multiply it by the Unit Price to provide a pricing estimate for a media buyer at the start of a contract negotiations. Any deviation from the estimate versus achieved repetitions can then be negotiated separately at the end of the Campaign.

Cost per Screen

Each individual screen on the targeted Display Units of your Campaign will be calculated and multiplied by the Unit Price.

Cost per Thousand Impressions (CPM – Cost per Mille)

All combined impressions for the duration of the Campaign are used and multiplied by the Unit Price.

Fixed Cost

The Broadsign Suite will allow you to enter a bulk pricing rate that is not measured by any of the variables in your network.

Impressions

The Impression value referred to in the Insertion Order and Order Affidavit represent the number of individual viewers of a screen at a specific location. This number is a metric that can be used to quantify the value of a screen. High traffic areas such as Times Square generate a higher amount of impressions versus a screen situated in a rural area.

Domain Impressions

This value represents a impression value that will be used at each of the Display Units in your network. If your user id has sufficient privileges it can be accessed by selecting Edit in the Administrator and then selecting Edit Domain, in the Settings button / Impressions tab.

Unique Impression Values

To set a specific Impression value for a given Display Unit or Day Part within a Display Unit, simply edit the Display Unit, select the Day Part and edit it to access the Impression tab. This value will override any Domain impressions previously configured.

Insertion Order Report

The Insertion Order is the report that represents an Invoice to your clients. It contains all the billable Line Items contained in an Order with the pricing details. To generate an Insertion Order simply right click on the Order under a given Customer and select the corresponding option in the context menu.

Insertion Order Options

The Order properties contain the fields to modify the Footers, Contacts, and Descriptions. Additionally, you are able to manually select which information fields appear in your Insertion Order report at the following dialog box that appears when creating an Insertion Order:

Insertion Order options

A sample Insertion Order

Order Affidavit Report

The Order Affidavit, as its name suggest, is the report that will provide your client the proof-of-display reports needed for their Campaign-based media buys.

Only Line Items based on Campaigns in the Broadsign Suite appear in the Order Affidavit as they contain the repetition estimates measured by the Broadsign Suite.

Order Affidavit Options

The Order properties contain the fields to modify the Footers, Contacts, and Descriptions. Additionally, you are able to manually select which information fields appear in your Order Affidavit report at the following dialog box that appears when creating an Order Affidavit:

Order Affidavit options

A sample Order Affidavit