KoldheimBook a demo
Media Bookings ยท Tenant admin

Add media owners and set commission, VAT and tolerance

Browse the guidesMedia Bookings

Media owners do not sign in. Their bookings email is where insertion orders and material go.

Steps

  1. Choose Manage at the bottom of the rail, open Records, and choose Media owner in Record types.
    Manage, Records with Media owner outlined in the list of record typesManage, Records with Media owner outlined in the list of record types
  2. Press Add media owner. In New media owner, fill in Name, a short Code (used in insertion order numbers), Channel, Bookings contact and Bookings email. Tick Active. Press Add media owner.
    The New media owner form with Name, Code and Channel filled in and outlinedThe New media owner form with Name, Code and Channel filled in and outlined
  3. To add a client, choose Client instead and press Add client. Clients are shared with Artwork Approvals if you have it.
  4. To change commission, VAT or tolerance, choose Media settings and press its one record to open it. Change the values and press Save changes:
    • Agency commission %: of gross media, 16.5 by default.
    • VAT %: 15 by default.
    • Invoice tolerance %: how far an invoice may differ from the booked net and still reconcile by itself, 1 by default.
    The Media settings record open, with Agency commission %, VAT % and Invoice tolerance % outlinedThe Media settings record open, with Agency commission %, VAT % and Invoice tolerance % outlined

What you will see

  • New campaigns take the commission and VAT in force when they are started. Campaigns already running keep theirs.
  • The tolerance applies to every invoice recorded after the change.

Common problems

  • Keep exactly one Media settings record. Campaigns read the first one they find.
  • Who signs off, who records invoices, and how long links work are pipeline values. See Change who is asked and how long they have.