Clients
In MYDAS, clients are defined as business companies that have business relations with the enterprise that uses MYDAS. The company role is determined by the control value "client type".
There are 3 client types that are mandatory:
- advertiser* - a company that places commercials for its products.
- agency* - a company that is responsible for planning, realization etc. of the advertiser's advertising efforts. The agency can very well be the advertiser at the same time.
- invoice recipient* - a company that receives the invoice for the booked spots. Its VAT-ID and debtor number have to be stored in the client data record (tab 'Invoice') to enable the company for invoicing.
Further client types that are required for, among others, mapping business structures and relations:
- holding* - several advertisers are bundled to so-called customer groups in the client type "Konzern". They all belong to the same corporation group but have different names. An example would be a clothing corporation which consists of several stores with different names.
- corporate agency* - analogue to holdings there are several agencies bundled in a corporate agency.
- planning agency - an agency that is responsible for planning advertising efforts. In most cases the planning agency is the agency that already has been allocated to the client.
- channel / marketer - e.g. a TV or radio channel.
- production - e.g. a film production.
- service provider - e.g. a program supplier.
- licensor - a company that provides licenses for money.
The client types marked with * are relevant for calculating discounts.
Client master data
General data
- Name - name of the client.
- Name 2 - optional field for the client's name.
- Name 3 - optional field for the client's name.
- Internal number - the client number is generated automatically by the system.
- External number - optional field for an external client number if available.
- Active - if the checkbox is marked, the client is visible in the client hierarchy in the CRM-cockpit.
- Lock - if the checkbox is marked, the client is locked and it is not possible to create new orders for him.
- Type - at least one client type has to be allocated to the client.
- Address - address resp. registered office of the client.
- Data sheet - through clicking the button a data sheet is generated. It contains the client's master data, annual budget, a forecast and order data.
- Appointment - creates a new target appointment for the client.
- Products - products assigned to the client can be created.
- Memo - memos concerning the client can be created.
- Profile - the client's profile can be created and edited. Note: once there is a profile allocated to the client, the special action disappears. If you remove the allocation to the profile, the special action will be visible again.
- Logo upload - opens the mask for uploading an avatar. This image will be displayed in the client's 360-campaigns in Campaign View.
Settings
- Customer-Group - the client's allocations to customer groups are displayed in this grid. Note: the client's membership to the group can only be edited in the customer group itself. The timeframe displayed in the fields "Valid from" and "To" is the validity of the customer group, not of the client's membership!
- Template - it is possible to create a personalized template for booking documents.
- Seasonality - the client's seasonallity which is created by the seasonality reorg is displayed here.
- Memos - if there are memos available for the client, they are displayed here. They can be opened by doubleclick and afterwards edited or deleted by clicking the "X" at the beginning of the line. Please note: the memo-grid will only be visible if there are memos available!
Invoice
- VAT-ID - input field for the client's VAT-ID. If the customer is a foreign invoice recipient, this field is mandatory for invoicing.
- Debtor number - optional field for the client's debtor number. If the customer is an invoice recipient, this field is mandatory. Otherwise invoicing the client will not be possible.
- Direct Debiting - if the checkbox is marked, the invoice amount will be charged on the client's bank account. This is also noted on the invoice document.
- DocumentLayoutID - if there's a special document template for the invoice required for the customer, it can be selected here (if the field is set to editable).
CRM
- ClientStatus - if required the client can be assigned a status, e.g. regular customer, prospect.
- Cluster - depending on the sales volume the client can be ranked in a hierarchy. Example: clients with sales volumes > X € are ranked in the A-cluster, clients with sales volumes up to X € are ranked in the B-cluster etc.
- Client-Cluster - the former cluster of the client are displayed in this grid. It is also possible to add the client to a cluster via this grid, but note: saving will only be possible if you enter the validity period in the fields "From" and "To".
- Number of Visits/Year - the number of visits to the customer can be entered here.
- Responsible - the client can be assigned to a contact person.
- EMail example/ EMail Muster - optional pattern for e-mails.
- Sales area - the client can be allocated to a sales area. In this case all of the client's orders will be allocated to the very same sales area by default.
- Soa - the Share of Advertise is calculated automatically by the SoA reorg.
- Economic Sector - the client can be allocated to the respective branches depending on the product types he advertises. If the promoted product was a shirt, the respective branches could be clothing or sports.
- Logo URL - if a logo has been uploaded for the client, the path will be displayed in this field.
Products
In this tab the client's advertised products are displayed. They can be created directly from here via the Special Action-button and are immediately allocated to the client.
Orders
All orders in which the client appears as advertiser are displayed in this tab. The orders can be opened and edited afterwards.
Seasonality
Available seasonalities are displayed in this tab.
Bookings
The client master data provide an annual overview of the booking values of all orders allocated to the client within the validity period. The time periods (framed red on the screenshot) define the time slots relevant for consumer research. Bookings within the particular time slots are evaluated for statistical purposes by the GfK (Gesellschaft für Konsumforschung), e.g. for audience rating. How and if the days of broadcast are divided into individual dayparts depends on the customers. The time slots that divide the days of broadcast are determined by the GfK.
The buttons beneath the table are explained below (from left to right):
- MG1: media gross - shows the gross value of the bookings e.g. within the time slots.
- MG2: list prices (depending on price model) - prices for basic lengths can be stored in the system, spots of 30 seconds length for instance cost 100€ in tariff category X combined with price group Y. These list prices are put together in price folders. Each price folder is allocated to one price model, e.g. a linear one. The outcome of this is the prices of the bookings.
- MG3: linear prices (value) of the booked advertising space - this is the "real" value of the ad space, thus the price the ad space would cost if all spots were charged with their full prices.
- o NR %: balance - difference between MG3 and MG2.
- MN1: media net (media gross - cash discount) - MG1 less cash rebates granted.
- MN2: media net2 (MN1 - AE) - MN1 less agency discounts granted.
- MN3: media net3 (MN2 - Skonto) - MN2 less discounts for cash granted.
- Spots: number of spots - total of booked spots over the year.
- V: seconds - total of booked seconds.
- o V: average seconds - amount of seconds each spot lasts on average.
- o SP: average price per second (MG3 / seconds) - value of the booked ad space divided by the total of seconds.
- % MG1: media gross balance - percentaged allocation of media gross to the respective time slots of the months. At the end of the year it is a total of 100% media gross allocated to the months and time slots. The sum of all months' MG1 must be 100% at the end of the year. Just as that the sum of the time slots' MG1 must also be 100% at the end of the year. Example1: MG1 allocated to 3 months (20% + 30% + 50%). Adding the 3 months up, the total will be 100%. Example2: within the time slots the MG1 is distributed as follows: 10% between 0-6 a.m., 25% between 6-12 a.m., 15% between 12-5 p.m. and 50% between 5 to 0 p.m. The total will also be 100%.
- % MG3: distribution according to ad space value - real value of the bookings in relation to the ad spaces' just value.
- % MN3: distribution according to MN3 (Cash-In) - net value of the bookings after having granted rebates and cash discounts. The distribution is calculated as follows: 100 divided by all months' total net values resp. time slots multiplied with total net value of the particular month resp. time slot. Example: total-MN3 = 26.470; MN3 of june = 1.201 ==> 100 / 26470 * 1201 = 4,54%.
- Yield: profitability in % (MN3 / MG3 *100 = Cash-In / Wert *100) - media net after having granted rebates and cash discounts divided by the real price of the booked ad space.
- %o NR %: balance distribution - the percentage that the particular month resp. time slots contribute(s) to the total balance.
Spot Viewer
If you click on the booking values within the particular time slots (framed turquois on booking overview) the spot viewer is opened in a new window. It contains all relevant data of the order's bookings in the selected time slot. For instance the booked break, date of broadcast, and suborder are - next to further information - displayed. At the bottom of the window the following values are displayed as total: number of spots, total length of spots, media gross, list price.
Client model
Fields in the Client master data record
- Name - name of the client.
- Name 2 - optional field for the client's name.
- Name 3 - optional field for the client's name.
- Internal number - the client number is generated automatically by the system.
- External number - optional field for an external client number if available.
- Active - if the checkbox is marked, the client is visible in the client hierarchy in the CRM-cockpit.
- Lock - if the checkbox is marked, the client is locked and it is not possible to create new orders for him.
- Type - at least one client type has to be allocated to the client.
- Address - address resp. registered office of the client.
- Data sheet - through clicking the button a data sheet is generated. It contains the client's master data, annual budget, a forecast and order data.
- Appointment - creates a new target appointment for the client.
- Products - products assigned to the client can be created.
- Memo - memos concerning the client can be created.
- Profile - the client's profile can be created and edited. Note: once there is a profile allocated to the client, the special action disappears. If you remove the allocation to the profile, the special action will be visible again.
- Logo upload - opens the mask for uploading an avatar. This image will be displayed in the client's 360-campaigns in Campaign View.
- Customer-Group - the client's allocations to customer groups are displayed in this grid. Note: the client's membership to the group can only be edited in the customer group itself. The timeframe displayed in the fields "Valid from" and "To" is the validity of the customer group, not of the client's membership!
- Template - it is possible to create a personalized template for booking documents.
- Seasonality - the client's seasonallity which is created by the seasonality reorg is displayed here.
- Memos - if there are memos available for the client, they are displayed here. They can be opened by doubleclick and afterwards edited or deleted by clicking the "X" at the beginning of the line. Please note: the memo-grid will only be visible if there are memos available!
- VAT-ID - input field for the client's VAT-ID. If the customer is a foreign invoice recipient, this field is mandatory for invoicing.
- Debtor number - optional field for the client's debtor number. If the customer is an invoice recipient, this field is mandatory. Otherwise invoicing the client will not be possible.
- Direct Debiting - if the checkbox is marked, the invoice amount will be charged on the client's bank account. This is also noted on the invoice document.
- DocumentLayoutID - if there's a special document template for the invoice required for the customer, it can be selected here (if the field is set to editable).
- ClientStatus - if required the client can be assigned a status, e.g. regular customer, prospect.
- Cluster - depending on the sales volume the client can be ranked in a hierarchy. Example: clients with sales volumes > X € are ranked in the A-cluster, clients with sales volumes up to X € are ranked in the B-cluster etc.
- Client-Cluster - the former cluster of the client are displayed in this grid. It is also possible to add the client to a cluster via this grid, but note: saving will only be possible if you enter the validity period in the fields "From" and "To".
- Number of Visits/Year - the number of visits to the customer can be entered here.
- Responsible - the client can be assigned to a contact person.
- EMail example/ EMail Muster - optional pattern for e-mails.
- Sales area - the client can be allocated to a sales area. In this case all of the client's orders will be allocated to the very same sales area by default.
- Soa - the Share of Advertise is calculated automatically by the SoA reorg.
- Economic Sector - the client can be allocated to the respective branches depending on the product types he advertises. If the promoted product was a shirt, the respective branches could be clothing or sports.
- Logo URL - if a logo has been uploaded for the client, the path will be displayed in this field.