Setting Up the Advertising Insertion Order Advertising Options

This topic describes how to set up the Advertising Insertion Order Advertising Options information.

1. Create an Advertising Insertion Orders record as described in Creating an Advertising Insertion Order. Remember you must select a product issue and the correct combination of color, size and positions codes to use the rate card that has advertising option products attached to it, otherwise no advertising option products will be available.
2. Before saving the order, select the Advertising Options field label (it is highlighted in blue). The Rates record used is based on the advertising product selected in the Product Issues field and the color, size and position codes selected on the insertion order. It is this Rates record that determines which advertising options products are available to the advertiser. These options appear in the Advertising Insertion Order Options dialog box.
   
   
   
   
3. Select the option product(s) the advertiser wishes to purchase by clicking in the Selected column for the desired available product(s) listed in the Advertising Insertion Order Options dialog box.
   
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4. If the option product selected is a product associated with an entity, such as the blind box, double-click on the option product record in the dialog box to open the Advertising Insertion Options record. If the option product is not associated with an entity skip to step 7 and continue.
5. Click the Record field's label (it is highlighted in blue) to open a new record from the product's associated entity. For example, if the option product is associated with the Advertising Blind Boxes service, a new Advertising Blind Boxes record opens.
   
   
   
   
6. Enter the required data in the option product's entity record. The data entered on this form may vary depending on which entity the advertising option is associated. The following steps are for entering data into an Advertising Blind Boxes record.
   1. Enter a name in the Name field to identify the advertising blind box.
   2. Enter contact information to identify where responses to the ad's blind box should be sent.
      
      
      
      
   3. Click OK to save and close the new entity record, in this case the Advertising Blind Boxes record. 
      The record you just created automatically populates the Record field on the Advertising Insertion Order Options record.
       
7. Modify the values in the Quantity and Price fields, if applicable, on the Advertising Insertion Options record for that option product.
   An option type of Yes/No only allows for price modification in the Price field and an option type of Quantity allows for price and quantity modifications in the Price and Quantity fields. Note that the ability to modify the price requires that the option's Products record allows price overrides.
8. Click OK to close the Advertising Insertion Options record.
9. Click OK in the dialog box to save and close the Advertising Insertion Order Options dialog box. The Option Amount field on the Insertion Order now displays the total cost of the option products ordered and the Grand Total field on the insertion order displays the total cost of the advertising product and advertising options for the insertion order.