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User Instructions

Find your way in Izzy Media Manager

DASHBOARD

Quick

Parameters

🔧🛠

SETUP

Contains tables for system setup

Sites Customer Suppliers

Suppliers

Add to and maintain supplier listing

Sites

Add to and maintain site listing

Customers

Add to and maintain customer listing

Contract Status

Supplier Contract Status

View list of all site contracts and see contract expiry dates

Site Calendar

Calendar showing the expiry dates for all site contracts with suppliers

Customer Contract Calendar

Calendar showing expiry dates for all customer site rental contracts

➕✏️ Add or Edit Transactions

✔️

Check & Add New Customer Transaction

Check if a site is available. Add a new customer site booking transaction

🏪

New Customer Transaction

Add a new customer transaction

✍️

Edit Customer Transactions

Use to edit (make changes) to existing customer transactions

Edit Customer Payments

Edit details of existing payments to customers

🚚

Add New Supplier Transaction

Add a new supplier transaction

Edit Supplier Transactions

Use to edit (make changes) to existing supplier transactions

Edit Supplier Payments

Edit details of existing payments to suppliers

View Detailed Transactions

👀

View All Customer Transactions

Table view of all customer transactions in detail

👁

View All Supplier Transactions

Table view of all supplier transactions in detail

Customer Statements

📃

Create Customer Statement

Create and send a simple customer statement

🔎

Preview customer statement

Preview and add or edit notes/memos to customer statement before sending

All customer balances

See what all your customers owe you

Supplier Statements

📜

Create Supplier Statement

Create and send a simple supplier statement

🔍

Preview supplier statement

Preview and add or edit notes/memos to supplier statement before sending

All supplier balances

See what you owe all your suppliers

📈Reports

📊

Consolidated Sales Report

Sales Report

Sales by customer chart

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Sales by site chart

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Sales by sales person

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Sales by site category chart

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Sales Pipeline

Chart showing future sales analysed by site category

Multidimensional Sales Report

Sales report that can be dissected into several dimensions

Sales Grouped by Site

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Profitability

Sites Currently Occupied

Shows percentage of media sites occupied by adverts

Net Sales Per Placement

Calculates net sales per advert

Site Rental Costs

Shows total site rental costs incurred for each site

Site Profitability

Shows site profitability

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