ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM)

Transcription

1 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Status: September 2015 PUBLISHER: Klopotek Amsterdam, Berlin, London, Munich, Paris, Parsippany

2 Table of Contents Table of Contents Customer Pool (ASM) - ASM-070/6.7 4 E-Invoicing for ASM - GEN-270/8.3 5 Publication Pool/Prices - ASM-090/6.0 6 Representative Pool, Representative's Commission - ASM-110/6.0 8 Offer Processing - ASM-005/6.7 9 Order Fulfillment and Invoicing Advertisements incl. Shipment of Advertiser's Copies - ASM- 010/ Order Fulfillment Small Ads - ANZ-020/ Box Number Advertising - ASM-030/ Codes/Reader Service - ASM-045/ Print Copy Management - ASM-040/ Analysis of Competition - ASM-050/ ASM Customer Information System - ASM-060 / ASM Customer ViewPoint - ASM-120/ Reporting (ASM) - ASM-100/ Printing Procedures (Documents, Enclosures) - ASM-X-050/ Suppl: Export Interface Deferred Revenue - ASM-Z-010/ Web Services ASM Order Export (ASM) - WEB-200/ Advertisement Sales Interface Package - SAP-030/ Suppl: Dashboard - IAP-Z-080/ Web Services Dashboard App - WEB-210/ Suppl: Notification System - PPM-Z-020/ Suppl: Quick Search - IAP-Z-090/ Suppl: Quick Connect - IAP-Z-110/ Suppl: Digital Asset Management (DAM) - IAP-Z-100/ Digital Asset Management MBS Adaptor family - MBS-180/ ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

3 Table of Contents DAM Asset Provision (incl. "MBS-180 Digital Asset Management MBS adaptor family") - GEN- 700/ Publication MBS Adaptor family - MBS-190/ Multi LCL (Language, Currency, Location) - GEN-580/ Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 3

4 Customer Pool (ASM) - ASM-070/6.7 Customer 1 Pool (ASM) - ASM-070/6.7 Customer with contact person and agency Correspondence, delivery and invoice addresses Agency and group assignment Classification Automatic representative assignment Customer and invoice hold Payment terms and bank information Frequency and quantity discount rates (pages/millimeters) Collective invoice Flexible periods Customer, group and collective completions, parallel completions 4 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

5 E-Invoicing for ASM - GEN-270/8.3 E-Invoicing 2 for ASM - GEN-270/8.3 Electronic document shipment, e.g. invoices Shipment via , FILE or FTP Securing the identity of the signer and the integrity of the signed data by electronic signature Archiving the electronic documents Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 5

6 Publication Pool/Prices - ASM-090/6.0 Publication 3 Pool/Prices - ASM-090/6.0 Publications Basic advertising management system, including editorial and subscription management Publication, version, year, volume, issue structure with additional issues Publication number Versions published regularly and irregularly Publication cancellation and integration Publishing publisher Printing house Language Issue format and type area Sections and subsections Contributions and advertisements Frequency 6 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

7 Publication Pool/Prices - ASM-090/6.0 Position management Prices Price list number Validity (defined period) Waiting Price log and price modifications valid in the future Basic price and price basis per advertisement format Surcharges: color, PMS, bleed, position Job, general and box number advertisements Classified ads Bound inserts, supplements, enclosures Combined price Frequency and quantity discount rates (pages/millimeters) Special, combined and group discounts Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 7

8 Representative Pool, Representative's Commission - ASM-110/6.0 Representative 4 Pool, Representative's Commission - ASM- 110/6.0 Commission Automatic assignment to customers and orders Commission can be set per advertisement type, direct/agency, country and publication Commission lists for all representatives Responsibility Responsibility according to Country, Nielson area, state, ZIP code Industry, product line, advertisement type Area of responsibility 8 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

9 Offer Processing - ASM-005/6.7 Offer 5 Processing - ASM-005/6.7 Preparing an advertisement order Offers can be confirmed and converted into orders The relevant publication and customer data provides the basis, and contains the agreed offer terms Pricing can be based on existing discount settlements Offers can be used to create transactions and to manage reminders Further offers can be generated from existing offers Percentage chance of success entry for offer and offer insertions Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 9

10 Order Fulfillment and Invoicing Advertisements incl. Shipment of Advertiser's Copies - ASM-010/6.0 Order 6 Fulfillment and Invoicing Advertisements incl. Shipment of Advertiser's Copies - ASM-010/6.0 Order Advertiser, agency, contact person Group affiliation Representative assignment; representative default setting Order terms Order confirmation (print, ) Invoices, credit notes, additional charges, reverse postings Advance invoices Order modifications and extensions Copying orders Transfer of specimen copies to JSD Modification history 10 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

11 Order Fulfillment and Invoicing Advertisements incl. Shipment of Advertiser's Copies - ASM-010/6.0 Insertion Order Publication and issue assignment Year, volume, issue Single, repeat and combined insertion orders Orders to run for one or more years or until revoked Job and general advertisements Supply sources, suppliers, classified ads and box number advertisements Advertising specials (supplements, enclosures, inserts), insertion orders in supplement issues Automatic price determination, also for credit notes and additional charges Format, size, positioning Color fees Prices from the price structure of the publication Completion period for discount terms Frequency and quantity discounts Combined, group and special discounts Accrual by publication date (printed ads.) and period (banners) Printed ads. and banners Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 11

12 Order Fulfillment and Invoicing Advertisements incl. Shipment of Advertiser's Copies - ASM-010/6.0 Manual entry and automatic determination of surcharges Allocation of industries and brands Notes Notes can be made for internal and external texts, for the order confirmation (document text) and for the invoice Document Shipment Document shipment by quantity and buyer (customer/agency/contact) Label printing with quantity information Document shipment for confirmed, uninvoiced insertion orders Invoicing Advance invoice, invoice and additional charges Pro forma for all insertions of an order Partial and full credit notes, reverse posting Credit note or additional charge upon order receipt Costs for creating print documents Representative commission Immediate invoicing Order and completion follow-up invoice Invoice covering several publications Two sales tax rates on one document 12 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

13 Order Fulfillment Small Ads - ANZ-020/6.0 Order 7 Fulfillment Small Ads - ANZ-020/6.0 Texts for classified ads Assignment of any number of keywords (classified ad sections) automatic generation from advertiser name Export of classified ads Export list of keywords Prerequisite for implementation: license for Order Fulfillment and Invoicing Advertisements Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 13

14 Box Number Advertising - ASM-030/6.0 Box 8 Number Advertising - ASM-030/6.0 Automatic box number assignment for the insertion Box number range specification per publication One box number shipment recipient to be specified per order Box number replies can either be entered with the address or as an amount Generate box number shipment labels (incl. repeat print) Box number transaction management 14 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

15 Codes/Reader Service - ASM-045/6.7 Codes/Reader 9 Service - ASM-045/6.7 Assignment of codes at publication level to contributions and advertisements Advertisement codes For coded advertisements the specification of codes is on a per insertion basis within an advertising order Per advertisement insertion order there is exactly one reader service customer There can be any number of codes for an advertisement insertion order Contribution codes There can be several reader service customers per contribution Each reader service customer of a contribution can be assigned a code number Recording responses to coded journals, manually or via an interface Sending responses via an OLE interface to the reader service customers (ASM only) Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 15

16 Print Copy Management - ASM-040/6.0 Print 1 Copy Management - ASM-040/6.0 0 Description of the print documents Print document status Integration in several insertions Overview of usage Selection via advertiser, printing house and supplier Print document plan generation for insertions Proof copy management Management of external publications 16 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

17 Analysis of Competition - ASM-050/6.0 Analysis 1 of Competition - ASM-050/6.0 1 Input and evaluation of advertisements in competitive publications Online display Competition reports Selection via the "Marketing" module (MKG) possible Allocation of industries and brands Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 17

18 ASM Customer Information System - ASM-060 / 6.0 ASM 1 Customer Information System - ASM-060 / Compact info display of the most important main, insertion/sales revenue and invoicing data Brief information from Customer (ASM) Information about the competition Insertion orders/sales revenue: yearly trends, detailed view of company groups, publications/versions/volumes/issues Invoice lines: Company group view, document details Competition data: yearly trends, detailed view of company groups, publications/versions/volumes/issues Prerequisite for the implementation: license for Customer Pool (ASM) 18 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

19 ASM Customer ViewPoint - ASM-120/8.4 ASM 1 Customer ViewPoint - ASM-120/8.4 3 Flexible, individually scalable, browser-based information tool Targeted overview of business process data Compact info display of the most important main, insertion/sales revenue and invoicing data Brief information from Customer (ASM) Insertion orders/sales revenue: yearly trends, detailed view of company groups, publications/versions/volumes/issues Invoice positions: Company group view, document details Competition data: yearly trends, detailed view of company groups, publications/versions/volumes/issues Secure, real-time data access via internet browser or directly from ASM Different information is available to staff in different departments Personalized overview layout and contents: which data should be shown how and where Prerequisite for use of administrative part: License for ASM Customer ViewPoint Administration Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 19

20 Reporting (ASM) - ASM-100/6.0 Reporting 1 (ASM) - ASM-100/6.0 4 A standardized procedure supports the reporting process, this can be supplemented by individually defined evaluations Dispositions Publication statistics Customer and agency statistics Group statistics Representative statistics Competition data statistics Reports 20 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

21 Printing Procedures (Documents, Enclosures) - ASM-X-050/8.2 Printing 1 Procedures (Documents, Enclosures) - ASM-X- 050/8.2 5 Document printing to export interface Options for controlling document flow (invoices, enclosures, transfer forms) Option to create customer-specific forms Language specific label texts Define label texts depending on the language of the document recipient License includes Export Interface Voucher Printing Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 21

22 Suppl: Export Interface Deferred Revenue - ASM-Z-010/8.2 Suppl: 1 Export Interface Deferred Revenue - ASM-Z-010/8.2 6 Accrual data is transferred to a statistics and interface table for the last posting month. Transfer is carried out for, among other things, secured and to be secured: net goods value sales tax amount shipping costs evaluated net goods value. Accrual data is subsequently exported to a text file. 22 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

23 Web Services ASM Order Export (ASM) - WEB-200/10.4 Web 1 Services ASM Order Export (ASM) - WEB-200/ Functional overview Access to existing orders/offers in ASM ASM order data is made available from the following areas: Order/Offer, Insertion Ord., Adv. Format, Adv. Special, Web Insertion Ord., Class.Ad., Amounts, Surcharges, Discounts and Subject. List of all orders/offers by predefined criteria. Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 23

24 Advertisement Sales Interface Package - SAP-030/7.8 Advertisement 1 Sales Interface Package - SAP-030/7.8 8 The advertisement sales interface package has the following interfaces: Publication_K2S interface Customer_K2S interface Accounts_Receivable_K2S interface Payment_Reminder_S2K interface These standard interfaces communicate the relevant sales, invoice and payment data for advertisements between the Klopotek and SAP systems. This information loop makes it possible to analyze data uniformly and generate the respective reports. The journal, customer and invoice data (accounts receivable) is exported to interfaces from the Klopotek system. Text files generated by the batch procedure are imported into the SAP system. The data pertaining to payments that have been made and reminders for advertisements are exported to an interface from the SAP system. The text file generated by the batch procedure during this process is imported into the Klopotek system. 24 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

25 Suppl: Dashboard - IAP-Z-080/10.0 Suppl: 1 Dashboard - IAP-Z-080/ With the "Workflow Dashboard", users can see all the tasks which are relevant to them at a glance. Its support enables the user to control processes efficiently and to monitor deadlines. In relation to a reference date, you can immediately see: Which tasks are due on the selected reference date? Which tasks are already overdue? Which tasks are due within seven days of the selected reference date? Clear layout separates your tasks from the tasks which have been delegated to other users or work groups for completion. System Alerts: automatically generated messages about modifications to defined objects which are relevant to the specific user. Open the object associated with the task direct from the "Workflow Dashboard" Tasks in the "Workflow Dashboard" are synchronized with "My Tasks" The Klopotek application can be configured to open the "Workflow Dashboard" automatically on start up Prerequisite: the "My Tasks" (IAP-S-020/6.0) license. The "Suppl: Notification System" (PPM-Z- 020/6.0) license is required to display system alerts in the "Workflow Dashboard". Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 25

26 Suppl: Dashboard - IAP-Z-080/10.0 The licenses "Suppl: Dashboard" (IAP-Z-080/10.0), "Suppl: Quick Search" (IAP-Z-090/10.0), "Suppl: Digital Asset Management (DAM)" (IAP-Z-100/10.0) and "Suppl: Quick Connect" (IAP-Z-110/10.0) can only be purchased as a package. 26 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

27 Web Services Dashboard App - WEB-210/10.0 Web 2 Services Dashboard App - WEB-210/ The "Web Services Dashboard" supplies the "PPM Dashboard" app (as of ios 5.0) on your iphone (3GS, 4, 4S and 5), ipod touch (3 rd, 4 th and 5 th generation) or ipad with the open tasks from the "Dashboard" in the Klopotek applications. New when you are out of the office, you still have optimal control of your workflow. Functional overview Overview of your own tasks and task delegated to others Overview of events in the Klopotek system (system alerts) Flag tasks as "Completed" in the app Delete tasks in the app The "Web Services Dashboard" synchronizes changes to the tasks between the app and the "Dashboard" in the Klopotek applications Send s to colleagues from within the app to ensure that critical deadlines are met Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 27

28 Suppl: Notification System - PPM-Z-020/6.0 Suppl: 2 Notification System - PPM-Z-020/6.0 1 The notification system controls the automated referral of important information in-house In-house information channels are optimized For example: If the title of a planned book changes, the staff members in the publicity and production departments will be notified automatically Notification is done by The notification system works in the background. No further user action is necessary. The system is configured for each customer, to recognize relevant information and appropriate recipients circulation. Each customer can administrate the settings in the database. The notification system is integrated in: Product Pool, Address Pool, "Production", "Contracts", "Rights Acquisition" and "Rights Sales" modules. System alerts in the "Workflow Dashboard" System alerts can be displayed in a separate tile in the "Workflow Dashboard". These alerts can be triggered by two different types of events: Internal events: Modifications have been made to objects in the Klopotek system these changes have been logged in the correspondingly configured modification history. External events: An external event logged in XML can be imported into and processed in the Klopotek system. Prerequisite for implementation: license for Address Modification History (IAP) 28 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

29 Suppl: Quick Search - IAP-Z-090/10.0 Suppl: 2 Quick Search - IAP-Z-090/ Quick Search provides you with a general search function - similar to "Google" search - which searches for the queried term in several modules simultaneously and presents the results immediately. Enter search terms in a universal field in the toolbar Search multiple modules at the same time Search through DAM (Digital Asset Management) content in appropriate modules Search options Standard search Multiple search terms return results that match all the terms used Enhanced search Search using Oracle syntax and special characters; search terms linked with operators Search results Presented in a separate docked form Presented in a tree structure for each module with the associated symbol, object, and snippet of content Display DAM content Sorted alphabetically Display number of hits per module Open the associated form with a double-click User profile Define the maximum number of hits Define whether DAM content is included in the search The licenses "Suppl: Dashboard" (IAP-Z-080/10.0), "Suppl: Quick Search" (IAP-Z-090/10.0), "Suppl: Digital Asset Management (DAM)" (IAP-Z-100/10.0) and "Suppl: Quick Connect" (IAP-Z-110/10.0) can only be purchased as a package. Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 29

30 Suppl: Quick Connect - IAP-Z-110/10.0 Suppl: 2 Quick Connect - IAP-Z-110/ In the Klopotek applications, different objects can be linked to one another, e.g. a product with contracts, production projects and supplier orders. "Quick Connect" provides you with a fast summary of the objects which are linked to an object you have opened. You do not have to open single tabs in different modules to find the links between objects. You can open linked objects directly in "Quick Connect". "Quick Connect" groups the linked objects by module. "Quick Connect" always displays the "newest" object; you can configure whether this is the object which was most recently created or most recently modified. The licenses "Suppl: Dashboard" (IAP-Z-080/10.0), "Suppl: Quick Search" (IAP-Z-090/10.0), "Suppl: Digital Asset Management (DAM)" (IAP-Z-100/10.0) and "Suppl: Quick Connect" (IAP-Z-110/10.0) can only be purchased as a package. 30 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

31 Suppl: Digital Asset Management (DAM) - IAP-Z-100/10.0 Suppl: 2 Digital Asset Management (DAM) - IAP-Z-100/ Attach files directly to an object, e.g. the cover picture to the product Save the files in the database in a file system or simply as a link The content of the files which are saved in the database is indexed Full text search via the Quick Search function The licenses "Suppl: Dashboard" (IAP-Z-080/10.0), "Suppl: Quick Search" (IAP-Z-090/10.0), "Suppl: Digital Asset Management (DAM)" (IAP-Z-100/10.0) and "Suppl: Quick Connect" (IAP-Z-110/10.0) can only be purchased as a package. Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 31

32 Digital Asset Management MBS Adaptor family - MBS-180/10.8 Digital 2 Asset Management MBS Adaptor family - MBS- 180/ DAM Adaptor (IN) Import digital assets and link them to selected objects in the Klopotek system (e.g. a photo of an author to the business partner or a manuscript to a product). Various potential storage locations for the assets: database, file system or link. 32 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

33 DAM Asset Provision (incl. "MBS-180 Digital Asset Management MBS adaptor family") - GEN-700/10.8 DAM 2 Asset Provision (incl. "MBS-180 Digital Asset Management 6 MBS adaptor family") - GEN-700/10.8 Export assets which are assigned to a product or a supplier order Various exports available: XML-based catalog export (restriction of export to particular asset types possible) XML-based supplier order export Supplier Order adaptor (OUT) Digital Asset Collection adaptor (OUT) Product adaptor (OUT) Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 33

34 Publication MBS Adaptor family - MBS-190/10.8 Publication 2 MBS Adaptor family - MBS-190/ Publication adaptor (OUT) The "Publication adaptor (OUT)" exports new or modified publication data. The message produced by this adaptor contains all the data of a publication for all years and issues. 34 ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) Klopotek & Partner GmbH

35 Multi LCL (Language, Currency, Location) - GEN-580/10.2 Multi 2 LCL (Language, Currency, Location) - GEN-580/ In companies which operate internationally, the users who work with the Klopotek software may not all speak the same language. They may also need to communicate with external business partners in different languages. With the "Multi LCL (Language, Currency, Location)" license, the Klopotek system can be used globally, providing a multi-lingual user interface and the ability to output royalty statements and serial letters in the language of the recipient. User interface Support multiple languages within a single installation in order to display the metadata (entries from the data types, names of roles and classification categories), the names of boxes, options, tabs and modules in the user interface and the system messages in a language which suits the respective user. Royalty statements the standard royalty statement can be output in the language of the external recipient (royalty recipient). It takes into account variations in regional formats for dates currency the character used to separate whole numbers from decimals and the character used to group thousands, millions, etc. Serial letters and s Mass (e-)mailings can be created in the appropriate languages for different external recipients (business partner, author, supplier, licensee, etc.) Klopotek & Partner GmbH ADVERTISING SALES AND MANAGEMENT SYSTEM (ASM) 35

36 Benelux and Scandinavia Klopotek BV Oostenburgervoorstraat MR Amsterdam Netherlands Tel: Fax: France Klopotek SAS 6 rue d Odessa Paris France Tel: info@klopotek.fr Germany Klopotek & Partner GmbH Schlueterstrasse Berlin Germany Tel: Fax: Info@klopotek.de UK Klopotek UK Ltd 4th floor Bowman House 29 Wilson Street London EC2M 2SJ United Kingdom Tel.: USA and Canada Klopotek North America, Inc Route 46, Suite 203 Parsippany, NJ USA Tel (toll-free USA/Canada) Tel Fax : info@klopotek.com Klopotek AG - Schlueterstr Berlin

37 Copyright 2015 Klopotek This document is copyright protected and contains confidential information from Klopotek & Partner GmbH, Klopotek B.V., Klopotek UK Ltd., Klopotek SAS, and Klopotek North America. Any whole or partial use that is not allowed by contractual agreement requires prior written permission from Klopotek. This applies in particular to the reproduction, duplication, editing, translating and digitizing of copyrighted or confidential material. Every precaution has been taken to ensure that the information concerning hardware and software explained in this document is accurate and correct. However, errors and/or omissions cannot be entirely excluded. Liability is therefore not assumed for incorrect information. The right to make technical changes is always reserved.