It is good practice to mark an issue as complete once it has gone to the print and invoices have been raised..
This prevents you:
Booking into publications that have gone to print.
Clearing artwork that has been used in previous publications
And updates the clients displayed on the active and inactive tabs of the client record
Steps to mark an issue as complete
Step 1 - Select Publications on the top navigation bar.
Step 2 - Under the Complete heading, click the toggle switch to turn it green.
How it affects artwork
When an issue has been marked as complete, you can no longer change the artwork or the artwork status for any bookings in this issue.
The Upload Artwork and Clear Artwork buttons will be greyed out for any future issues using the same piece of artwork. This prevents you deleting artwork used in a previous issues.
Should you need to change the artwork for future issues you will need to go to the original booking and add a new advert to the booking line for that issue and upload the new artwork to the new artwork box.
Once the booking is saved - The 2 advert boxes at the top have updated to display the new one is being used in the March 2025 issue and is ready for the artwork to be uploaded.
How it affects the main clients screen
Active Tab - Only clients with a booking in the current or future issues will appear on the active tab.
Inactive Tab - Clients who have previously booked but have no current or future bookings will appear on the inactive tab - provided all previous issues they were booked into have been marked as complete.
How it affect the client booking grid
Historical issues are greyed out, you can no longer book into these issues, which prevents accidental bookings being made into past issues.
