Once you have a listing, you can add its advertising (VPA) items to the listing's ad schedule. This keeps the vendor's advertising costs, budget and invoices together on the listing.
This article covers how to add individual products, packages and credit notes to the ad schedule, and how to edit them afterwards.
What Can I Add to the Ad Schedule?
On the listing's VPA tab in finance mode, there are three ways to add items:
- Add New Product - add an individual product. You can choose one that has been set up in your account, or type in the details.
- Add New Package - add a predefined package that includes a set of products. For example, a 'Gold Package' might include photography, portal fees and video.
- Add Credit Note - add a discount, reduced fee or amount you've agreed to give back to the vendor, as a negative line on the schedule.
For more on finance mode, see - Switch to Finance Mode.
❗ Please Note: 🔒 Admin users must create providers and packages for them to appear here. This is covered in - Advert Providers/Packs: Advertising Providers and Advert Providers/Packs: Advertising Packs.
How Do I Add a New Product?
- Click the red + Add New Product button.
- Choose the Provider. If you don't have one set up, type in the name.
- Choose the Product. If you don't have one set up, type in the name.
- Enter the Cost and the Price.
- Choose whether it's GST Free.
- Add a due date.
- Click Save.
How Do I Add a New Package?
If you have predefined packages set up, you can add one by:
- Clicking the red + Add New Package button
- Choosing your package
- Clicking Save
This adds all the products in that package. You can edit them the same way as individual products.
How Do I Add a Credit Note?
Use a credit note when you need to record a discount or an amount you're giving back to the vendor.
- Click Add Credit Note.
- Enter a description, the amount as a negative figure, and the account it belongs to.
- Optionally, choose the invoice it relates to.
- Save the credit note.
The credit note shows on the schedule with its amount in brackets and in red. You then invoice it on its own or together with other items. For the full steps, see - Credit Notes & Refunds.
How Do I Edit a Product?
- Hover over the product.
- Click the drop-down button.
You can then choose from:
- Edit - reopen the product and edit it
- Delete - delete the product from the ad schedule
- Update Booking Date - change the booking date
- Mark as Booked - mark the item as booked
- Set Supplier Reference - enter a supplier reference number
❓ FAQs
Why can't I see any providers or packages to choose from?
Providers and packages need to be set up by an admin first. You can still add a product by typing in the provider and product names.
How do I record a discount on the vendor's advertising?
Add a credit note to the ad schedule using Add Credit Note, then invoice it. See - Credit Notes & Refunds.
How do I invoice the items on the ad schedule?
Go to the Invoices & Payments tab and click Add New Invoice. See - Adding an Invoice.