Client & Brand File - Revision history

Gregory: /* Type */

2026-02-12T09:01:25Z

Type

← Older revision		Revision as of 09:01, 12 February 2026
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	Many agencies book ads with a vehicle supplier through another media agency or an MBU (media buying unit).		Many agencies book ads with a vehicle supplier through another media agency or an MBU (media buying unit).

	Let's assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible that when Agency2 issues a booking order to a supplier, it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name (Agency1) to appear on the booking orders.		Let's assume Agency1 makes a booking with a supplier through Agency2.

			In this case Agency1 serves as a client to Agency2.

			It is possible that when Agency2 issues a booking order to a supplier, it does not want Agency1's name to appear on the order.

			NEOSYS allows Agency2 to choose whether or not they want the client name (Agency1) to appear on the booking orders.

	#''Direct'' <BR>Display the name of the brand as well as the client on booking orders.		#''Direct'' <BR>Display the name of the brand as well as the client on booking orders.

Gregory: /* Type */

2026-02-12T09:00:54Z

Type

← Older revision		Revision as of 09:00, 12 February 2026
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	====Type====		====Type====
			Many agencies book ads with a vehicle supplier through another media agency or an MBU (media buying unit).

			Let's assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible that when Agency2 issues a booking order to a supplier, it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name (Agency1) to appear on the booking orders.

	#''Direct'' <BR>Display the name of the brand as well as the client on booking orders.		#''Direct'' <BR>Display the name of the brand as well as the client on booking orders.
	#''Agency'' <BR>Display the name of the advertised brand on the booking orders.		#''Agency'' <BR>Display the name of the advertised brand on the booking orders.

	~~Many agencies book ads with a vehicle supplier through another media agency or an MBU (media buying unit).~~

	Let's assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible that when Agency2 issues a booking order to a supplier, it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name (Agency1) to appear on the booking orders.

	==== Language ====		==== Language ====

Gregory: /* Invoice To */

2025-11-10T08:30:19Z

Invoice To

← Older revision		Revision as of 08:30, 10 November 2025
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	==== Invoice To ====		==== Invoice To ====
	Open linked address file. If nothing linked yet, then will create a new Address file with the same code as the Client code.		Open linked address file. If nothing linked yet, then will create a new Address file with the same code as the Client code.

			See also: [[Agency_FAQ#How_is_Client_Address_on_invoices_obtained?\| How is Client Address on invoices obtained?]]

	====Market Code====		====Market Code====

Arvind: /* Type */

2025-08-13T12:29:22Z

Type

← Older revision		Revision as of 12:29, 13 August 2025
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	#''Agency'' <BR>Display the name of the advertised brand on the booking orders.		#''Agency'' <BR>Display the name of the advertised brand on the booking orders.

	Many agencies ~~make~~ book ads with a vehicle supplier through another media agency or an MBU (media buying unit).		Many agencies book ads with a vehicle supplier through another media agency or an MBU (media buying unit).

	~~Lets~~ assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible when Agency2 issues a booking order to a supplier it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name(Agency1) to appear on the booking orders.		Let's assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible that when Agency2 issues a booking order to a supplier, it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name (Agency1) to appear on the booking orders.

	==== Language ====		==== Language ====

Arvind: /* Digital invoice (Electronically Stamped invoices) */

2025-02-07T10:14:24Z

Digital invoice (Electronically Stamped invoices)

← Older revision		Revision as of 10:14, 7 February 2025
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	Some clients may require electronically stamped invoices that do not require the default signature field at the bottom of documents like invoices.		Some clients may require electronically stamped invoices that do not require the default signature field at the bottom of documents like invoices.

	To use this option, you must make sure the 'Stamp' field in the Company file has been configured with a stamp image and footer text. (~~Shown~~ below)		To use this option, you must make sure the 'Stamp' field in the Company file has been configured with a stamp image and footer text (shown below).
	~~[[File:Companystamp.png~~.~~png\|left\|thumb\|780x780px]]~~








			[[image:Companystamp.png.png]]

	Once this option is selected, any documents generated for this client will print the stamp and footer at the bottom of invoices and ignore any default invoice footers configured in the Media/Jobs configuration file.		Once this option is selected, any documents generated for this client will print the stamp and footer at the bottom of invoices and ignore any default invoice footers configured in the Media/Jobs configuration file.

Joel at 06:50, 7 February 2025

2025-02-07T06:50:26Z

@@ Line 48: / Line 48: @@
 Lets assume Agency1 makes a booking with a supplier through Agency2. In this case Agency1 serves as a client to Agency2. It is possible when Agency2 issues a booking order to a supplier it does not want Agency1's name to appear on the order. NEOSYS allows Agency2 to choose whether or not they want the client name(Agency1) to appear on the booking orders.
 ===Client Accounting===
@@ Line 60: / Line 63: @@
 Timesheet details are required when the client is marked as a SUNDRY client. Which means that the NEOSYS “client” isn’t a real client but a generic “bag” for lots of one-off or petty clients who we do not wish to open full client records for. On such a “client” record, the brands can be clients or the client name must be entered on all transactions for this “client”.
-Below you see an incorrect use of the checkbox for a real client. <br>
+This option must be UNCHECKED for all real clients.
 ====Invoice Currency====
@@ Line 77: / Line 78: @@
 By default this exchange rate is not displayed.
 ====Exchange rates====
@@ Line 149: / Line 174: @@
 See [[Product Categories File]]

Joel at 06:17, 7 February 2025

2025-02-07T06:17:10Z

← Older revision		Revision as of 06:17, 7 February 2025
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	====Address====		====Address====
	The client address as as you want it to appear on all documents issued to the client.		The client address as as you want it to appear on all documents issued to the client.

			==== Invoice To ====
			Open linked address file. If nothing linked yet, then will create a new Address file with the same code as the Client code.

	====Market Code====		====Market Code====

Joel at 05:59, 7 February 2025

2025-02-07T05:59:09Z

← Older revision		Revision as of 05:59, 7 February 2025
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	[[image:Client&brandfile.png]]		[[image:Client&brandfile.png\|800px]]

	===Client Details===		===Client Details===

Joel at 05:54, 7 February 2025

2025-02-07T05:54:55Z

← Older revision		Revision as of 05:54, 7 February 2025
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	[[image:Client&brandfile.~~jpg~~]]		[[image:Client&brandfile.png]]

	===Client Details===		===Client Details===

Gregory: /* Show exchange rates */

2024-08-02T07:18:40Z

Show exchange rates

← Older revision		Revision as of 07:18, 2 August 2024
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	The exchange rates are displayed under the invoice amount in words.		The exchange rates are displayed under the invoice amount in words.

	By default this exchange rate ~~will~~ is not displayed.		By default this exchange rate is not displayed.

	====Exchange rates====		====Exchange rates====