Work with DOOH clients

Prev Next

⚙️ For DOOH administrators

Create a DOOH client for each client that you sell ad spaces to. Your DOOH clients can be either agencies or direct clients.

To create clients, perform the following steps:

  1. In IXM One, go to Administration > DOOH > DOOH clients.

  2. In the DOOH clients pane, click New.

  3. 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.

    DOOH user group

    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

    Set the state to Active or Inactive.

    You can't delete clients but set them to inactive. Inactive clients can't be used for new bookings.

    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 bonus

    Select to use yearly client bonuses, if you've enabled this option in the DOOH system parameters. Specify the bonus amounts for different levels and bonus percentages from the total order amount:

    • To annual sales: maximum sales total that can be used for the yearly bonus.

    • Bonus (%): percentage of the yearly bonus that can be assigned.

    Client reference ID

    Specify a client reference ID. The ID is used as a default value in bookings.

  4. 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 Edit contact persons to edit an existing contact or add a new one.

  5. Switch to the Invoice information tab and specify the Invoice address.

  6. Click Save to save your changes.