Objective:  Book New eOrders in the AND Platfor

Getting Started:  Open the Book queue

• Identify Order and Right Click to Choose an Action

 Step 1:  Click Process 

• Details That Require Your Attention must be completed to continue with the booking process
  
  • Select Survey Book
  • Select Geography

• Click Next to open order in Scheduler

Step 2:  View Scheduler and Transmit

 Review Scheduler Details

• Click Transmit to send to MVPD/MySPOT
  • Choose Default System Comments from the lower-left corner of the Comment screen or enter custom System Comments

Note: Use Ctl+Click to select all systems for Default comments

Step 3: Review Header

• Check AE Name/Team
• Review Conditions of Sale
• Add Sales Coordinator

Click Next

Click Transmit

Things to Note: 

• The Order Queue can be customized to move/add/delete columns and set as a Default View
•  Printing and Bulk Actions (i.e. Reject) are accessed from View Details 
• Updating the Geography from the scheduler view will update all ratings/impressions
• Transmits from the Scheduler will automatically capture the Agency Buysheets and Excel Export of the scheduler details in eFolders