Calculate Desktop Geos on Mac and Windows

1. The first time AvailsBridge opens, login with your Tremor Video credentials.
   • Since AvailsBridge is tied to the Tremor user database, your password will expire according to your Tremor group policy.
2. If you are the first person to open the app for the day, allow AvailsBridge to pull new SalesForce RFR data.
   • Subsequent uses of AvailsBridge will not require a new RFR pull. The data gets stored so to optimize user experience and expedite use.
3. Allow AvailsBridge to parse and prepare the data.
4. Once the data preparation is complete, you can begin creating line item availability reports.
5. Optional Save and/or export your line items.
   • Lines items are saved as .abl (AvailsBridge Line) files.
   • Lines items are exported as .xlsx (Microsoft Excel) files.

Create a line item report

By default, an initial line item is added to your screen. Begin by editing the fields listed below. You can add new line items via the 'Lines' menu, a keyboard shortcut, or the quick link navigation bar (the buttons located in the top corner of the application window).

1. The Start Date field expects a date after today and no later than 12 months from the current month. The configuration file sets these limits and you will not be allowed to choose dates that fall outside of this date range.
2. The End Date field expects a date after the start date and no later than 12 months from the current month. The configuration file sets these limits and you will not be allowed to choose dates that fall outside of this date range.
3. The Mode field expects the inventory calculation-mode you want to use.
4. The State/DMA field expects either a state or DMA code. You can assign a value to this field throught the following options:
   1. Typing a value.
   2. Using the drop down to select a value.
   3. Allowing the autocomplete feature to complete your value (by pressing the enter key or selecting one of the autocomplete values listed once you begin typing).
5. Upon completing a line items details, press the calculate button to begin the availability report process for that line.
6. Once the report is complete, the availability amount will appear near the line item. In addition, the 'totals' field (located at the bottom of the application window) will be updated.
7. Add/remove/edit as many line items as needed.

Menu Items

• File

  • Documentation…

    Opens AvailsBridge documentation.

  • Configure…

    Opens the configuration menu. This section is only available for application administrators.

  • Log File…

    Opens the log file.

  • Send Log

    Sends the log file. This feature helps when in need of troubleshooting.

  • Pull Master Config

    Downloads a new master configuration file. Use only if instructed — in cases where an administrator makes a mid day update.

  • Open…

    Opens a line item file.

  • Save

    Saves a line item file.

  • Save As…

    Save a new line item file.

  • Export…

    Exports line items to Microsoft Excel.

  • Logout

    Logs the current user out of the application.

  • Quit

    Quits the application.
• Data

  • Refresh SalesForce Data

    Pulls a new RFR report and refreshes data. Use only if instructed — in cases where a big sale or data change has been made.
• Lines

  • Add Line

    Adds a new line item.

  • Select All Lines

    Selects all line items.

  • Deselect All Lines

    Deselects all line items.

  • Remove

    Removes the selected line items

  • Duplicate

    Duplicates the selected line items (excluding the calculated value)

  • Batch Fill…

    Opens a new dialog so that you can batch fill in values for all selected lines.

  • Batch Calculate

    Calculates all selected lines
• Update

  • Check for update…

    Manually check for a new version of AvailsBridge. This action happens automatically upon opening the application

Quick Links

The quick link buttons make certain line item operations more easily accessible. It contains some of the commonly used features from the 'Lines' menu option.

• Add Line

  Adds a new line item.

• Select All

  Selects all line items. Hold the ALT key to convert this button to 'Deselect All.'

• Remove

  Removes the selected line items.

• Duplicate

  Duplicates the selected line items (excluding the calculated value).

• Batch Fill

  Opens a new dialog so that you can batch fill in values for all selected lines. Use the ALT key to convert this button to 'Batch Calc.' which calculates all selected lines.

Shortcuts

On Macs, substitute the CTRL key with the CMD key

• CTRL
  +
  O
  = Opens a line item file.
• CTRL
  +
  S
  = Saves a line item file.
• CTRL
  +
  SHIFT
  +
  S
  = Saves a new line item file.
• CTRL
  +
  N
  = Adds a new line item.
• CTRL
  +
  L
  = Selects all line items.
• CTRL
  +
  SHIFT
  +
  L
  = Deselects all line items.
• CTRL
  +
  B
  = Batch fills selected lines items with updated data.
• CTRL
  +
  Q
  = Quits the application.
• ALT
  = Toggles quick link buttons.

Administrator Configurations

• Rate Type Calculation
  1. Select a rate type from the drop down.
     • If you need to add a new rate, select the 'Add New' option from the drop down.
  2. Edit the calculation field with the proper equation.
     • A word surrounded by brackets means data is being pulled from another configuration option.
     • A word without brackets means data is being pulled from SalesForce RFR column.
     • Example for CPE = Quantity/[Performance] :
       The 'Quantity' column from the RFR divided by the CPE Performance configuration value (CPE is in the Product Group 'PreRoll', so the current Performance is the value of 'PreRoll CPE').
• Product Group
  1. Select a product from the drop down.
     • If you need to add a new product, select the 'Add New' option from the drop down.
  2. Assign a group to a product via the group field.
• Performance
  1. Select a product + rate type from the drop down.
     • If you need to add a new product + rate type, select the 'Add New' option from the drop down.
  2. Assign a performance rate percentage via the performance rate field.
• Months
  1. Select a month from the drop down.
     • Only the current month plus 12 months are available and auto update as the year progresses.
  2. Assign the projected delivery amount in the projected delivery field.
• Ratios
  1. Assign a decimal value to both 'cap' and 'hair cut' ratios.
• SFDC Id
  1. The SFDC id field expects the SalesForce RFR id. This id is then used to pull the latest RFR report for availability calculations.
• Save
  1. Upon pressing the save button in the configuration menu, the data will be pushed the our server and will propagate to all other AvailsBridge applications. If a user has AvailsBridge open, they can choose 'File>Pull Master Config' to download new configurations; otherwise the new configurations will be in effect the next time the application is opened.

Notes

• SalesForce, OLAP, and availability data are automatically refreshed daily.
• The configure file defines calculation rules and is maintained by AvailsBridge administrators.
• The autocomplete feature for the State/DMA field will only show 10 values at a time.
• Please contact Leandro Silva with any errors or concerns.