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Feature Guide - Media (1.88MB)
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Clients & Profits X keeps a detailed table of the publications you use for print media buying.


Your publications are listed here, and sorted alphabetically. Clicking once on a publication displays its ad sizes and standard rates. Double-clicking on a publication ID opens the Edit Publication window, where you can make changes to publication's details.

Each publication belongs to a vendor in the Vendor table. One vendor can have dozens of publications, each with its own set of ad sizes and rates.

Publications are used by print media plans in Clients & Profits X Pro and Job Tracker; in addition to print media estimates, and insertion orders - which can be found in all versions of Clients & Profits. A print media plan is composed of different space buys, and can be grouped into a daily, weekly, or monthly schedule. Each publication can be added as separate space buys on a print media plan or print media estimate. When you’re adding a space buy, you’ll select a publication from the Publication lookup list -- which links the media buy with the publication and its rates.



The Publications/Ad Sizes window shows your publications (magazines, newspapers, etc.) and any ad sizes information you've entered for them. You’ll add, edit, and delete both publications and ad sizes here -- each window’s toolbar buttons let you add, edit, delete, and print publication or ad sizes information as needed. And there's no limit to the number of publications (and ad sizes) you can have in your Publications table.

Learn about adding media publications and stations in this Clients & Profits classroom video training session.
Running time: 4:15



To add a new publication

1 Choose Media > Publications from the menu bar

The Publications/Ad Sizes window opens, listing your existing publications.

2 Click on the add publication toolbar button.

3 Enter the new publication's vendor number, pub code, address, and other details.

Each publication code must be unique. It is customizable and user-defined.

4 Click Save.

To edit a publication's information

1 Choose Media > Publications from the menu bar.



The Publications/Ad Sizes window opens, listing your existing publications. Double-clicking on a publication opens the Edit Publication window, displaying its information.

2 Make your changes, then click Save.

Ad Sizes

The Ad Sizes window lets you add, edit, delete, and print publication, ad sizes, and rate information. The ad sizes and standard rates for selected publications are listed here. Double-clicking an ad size record opens the Edit Print/Ad Size window, where you can change an ad’s details.

You can set up standard rates for each ad size, as well as special ad size/rate combinations for each client. When a print media plan or print media estimate is created, the right rate will be copied to the spot buy automatically.

Choosing a client from the pop-up menu displays that client’s special contract rates. A client is entered in the rates menu after a media plan has been added for them. The Ad Sizes table needs to be updated as the rates and ad sizes change.

Use the Ad Sizes' toolbar buttons to add, edit, and delete ad sizes, rates, etc. for a selected publication. You can also print a list of ad sizes by clicking the print toolbar button.

To add Standard Rates to the Ad Sizes window

1 Choose Media > Publications from the menu bar.

The Publications/Ad Sizes window opens, listing your existing publications.

2 Choose Standard Rates from the Show rates for: pop-up menu.

3 Click once on a publication to select it.

4 Click on the add ad sizes toolbar button to add a standard rate for an ad size for a publication.

5 Enter the publication's space information (size, color, spacing, etc.), position (far forward, right hand, page number, section, etc.), notes, gross cost, commission %, net cost (will be calculated automatically), and other details in the Add Print Ad/Size window.

6 Click Save.

To edit Standard Rates in the Ad Sizes window

1 Choose Media > Stations from the menu bar.

The Publications/Ad Sizes window opens, listing your existing publications.

2 Choose Standard Rates from the Show rates for: pop-up menu.

Clicking once on a publication displays its ad sizes and standard rates. Double-clicking on ad size for the publication opens the Edit Print Ad/Size window, where you can make changes to its details.

3 Make your changes, then click Save.

To add Contract Rates to the Ad Sizes window

1 Choose Media > Stations from the menu bar.

The Publications/Ad Sizes window opens, listing your existing publications.

2 Choose a client listed from the Show rates for: pop-up menu.

3 Click once on a publication to select it.

4 Click on the add ad sizes toolbar button to add a contract rate and ad size for the publication and client you selected.

5 Enter the publication's space information (size, color, spacing), position (far forward, right hand, page number, section, etc.), notes, gross cost, commission %, net cost (will be calculated automatically), and other details in the Add Print Ad/Size window for the client you selected.

6 Click Save.

To edit Contract Rates in the Ad Sizes window

1 Choose Media > Stations from the menu bar.

The Publications/Ad Sizes window opens, listing your existing publications.

2 Choose a client from the Show rates for: pop-up menu.

Clicking once on a publication displays the ad sizes and contract rates for the client you selected. Double-clicking on an ad size opens the Edit Print Ad/Size window, where you can make changes to the details of a print ad for that client.

3 Make your changes, then click Save.

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