Click "+ New" then select a path: Production Needed or Production Provided. Production Needed —any order where a spot needs to be produced in-house. Production Provided —any order where a spot will be provided by a client/agency. From this order screen, you can process a SOLD order or a SPEC order. Toggle defaults to SOLD.

Client Details Section

In this section you will add all the key information about your production order. 

Contact Information Provided is Stored

Contact information added to Client Details” is saved and accessible in “Client Management”. When future orders are created all associated contact information will auto-populate in the fields once a client name is selected. If there are multiple contacts, a dropdown menu will display so you can make the proper selection. 

Importance of using the client  “Nickname” field

While the Nickname field is not required, it is encouraged to be filled out. This field will auto-populate the email salutation in our Client Review process. This allows for a more personal reference to a client. For example: if the client's formal name for the contract is “Dr. Shawn Palmer” but you refer to him as Dr. Palmer in conversation, setting the Nickname field will show “Hi Dr. Palmer” in the email salutation. Once set, you don’t have to worry about it again. You Client review email will display as configured. 

Audience Section

In this section, select the entities that will air the produced spot. Once entities are selected, an optional order number field appears for the entity (station). Order number (or contract number) is the one generated by your traffic system or contract system. It will associate the Production order with a client’s contract. 

Note that the Deadline timer in the My Tasks view is based on the “Spot Start Date” (irrespective of whether or not Due Date is defined).

Creative Details 

In this section you will provide all the creative details about the spot you’d like produced. We encourage you to title the spot for future searches. You can provide creative input to your production team in several forms: copy points, draft scripts, or even a final script.

Highlighted Features include

Script Timer As you start typing the script, our script timer will calculate the length of the copy provided. The timer’s word count defaults to 180 Words/Minute. Move slider left or right to adjust Words/Minute number.

Additional Assets - an old spot, a screenshot, an audio bed - use the "Upload Assets" feature to add the files. You can just drag and drop all files you would like to share with the Production team.

Adding Additional Spot(s) to Rotation

"Add to rotation" lets you add creative details for additional spots if the order calls for the rotation of several spots. After two or more spots are added, you can adjust rotation percentages for each spot. "Submit" to send the order to the Production Manager who will review and assign any talent to complete the order. "Save Draft" to finish the order later will save a draft and place it in your “My TASK” list. To finalize click on record and finalize the order.   You can “Delete” the entire order if you would like. But Note, the delete is a permanent deletion of the record and all the information from your account. You will not be able to go back and restore.