Add a DOOH client for each client that you sell ad spaces to.
Your DOOH clients can be either agencies or direct clients.
Add a DOOH client
To add a new DOOH client, perform the following steps:
In IXM One, go to DOOH > Bookings.
In the Clients pane, click + at the bottom of the pane.
In the Create new client dialog, specify the following properties:
Client number
Specify the client number.
This number appears, for example, on business proposals or invoices.
Company
Specify the company. This information is mandatory.
This name appears, for example, on business proposals or invoices.
Select a user group from the dropdown menu.
If the user who creates the client belongs to only one DOOH user group, that group is automatically added and no selection is possible.
VAT ID
Enter the client's value-added tax (VAT) ID.
Use VAT
Select this option if a client has to pay VAT.
VAT may not be the same for all clients, for example, if their companies are registered in another country.
Company number
Enter the company number.
This number appears, for example, on business proposals or invoices.
State
The state is Active and read-only.
Type
Select Agency or Direct client from the dropdown menu. This information is mandatory.
Note that agencies have an agency discount in addition to the default discount. Therefore, they have a NET and NETNET price.
Language
Select the client's language from the dropdown menu.
The language is used for business proposals and order confirmations.
Default discount %
Specify the default discount for each new booking with this client in percent.
You can change the discount directly in a booking if needed.
Agent discount %
Specify the agent discount in percent. This option is only available for agencies.
The discount is for new bookings and can't be changed in the booking.
Use yearly bonuses
Select to specify yearly client bonuses:
To annual sales: maximum sales total that can be used for the yearly bonus.
Bonus (%): percentage of the yearly bonus that can be assigned.
Your DOOH administrator must enable this option in the DOOH system parameters.
Client reference ID
Specify a client reference ID. The ID is used as a default value in bookings.
Switch to the Contact information tab and specify the following properties:
Street
Specify the street of the client's office.
Postal code
Specify the postal code of the client's office.
City
Specify the city of the client's office.
Country
Specify the country of the client's office.
Phone number
Specify the phone number of the client.
Email
Specify the email address of the client.
Contact persons
Click on Edit contact persons to edit an existing contact or add a new one.
Switch to the Invoice information tab and specify the Invoice address.
Click Save to save your changes.
Edit a DOOH client
To edit an existing DOOH client, perform the following steps:
Go to DOOH > Bookings.
In the Clients pane, double-click on the client. Alternatively, select a client and click
Edit client at the bottom of the client window. In the Edit client window, make your changes.
Click Save to save your changes.