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Creating an Account

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Accounts were formerly called "Productions"

Creating an account

A new Account only requires a unique name to be created.

Once created, you can add the following information:

Ways to Create​

You can create an account four ways:

From the Accounts List​

Select the blue New Account button at the top right of the Accounts page.

New account from list

From a Company​

Select the blue New Account button on the middle right of the Company page.

New account from list

From an Account Application​

Select the blue Convert to Account button at the top right of the Account Application page.

New account from account application

From an Order​

First, enable this toggle in your Order Settings: Can Accounts be created within an Order?

Can accounts be created within an order toggle

Within an order, you can create a new account in the "Account" field:

Create an account within an order

Type in the new Account name and then click the Create {{new account name}} menu option. A new account will be automatically created with that name and associated with this order.

Frequently Asked Questions​

Creating an account can be tricky at first, so we want to address some common questions.

Is the Account the job or the production company?​

Sometimes you'll want to make the production company the Account. Other times you'll want to make it the job/project. How do you decide?

Omit the Company and use the production company as the Account when:

  • The job is small like a photoshoot, commercial, or event
  • The production team (contacts) stays the same across multiple jobs, especially the buyers and accounts payable person
  • The customer wants to use the same COI and/or rental agreement for multiple jobs
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Setting up a new Account takes work, so if the conditions above are met, you can save time by reusing the same Account across multiple jobs/projects and then giving each order a title using the format:

Job name: Set name

Note the colon separating the job name from the set name.

Use the production company as the Company and the project as the Account when:

  • The production company is a major studio like Netflix or Warner Bros. and you want to group all of their accounts together
  • The project is large like a season of a TV show or feature film
  • The project has its own business entity (usually for large projects like TV shows or features)
  • A unique team was hired for this project and will be disbanded when the project ends
  • You want new accounts to inherit addresses, billing info, contacts, and documents from a single production company

What if a project has multiple production companies?​

You can either:

  • Choose a primary production company and make that the Account's Company. You can then add the other production companies to the Account's Address or the Private Notes for reference.
  • Omit the Company and add all production companies to the Account Address.
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An order cannot be created without an Account; the Account must be created first.

What if you don't have the account info yet and need to send a buyer a quote ASAP?​

Create an Account called "New Account Pending" and start a new Order under that Account to generate your quote. When the account info arrives later, create a new Account then assign the Order to it.

What if a new customer just wants to buy something for $5? Isn't setting up an entire account overkill?​

Yes, it is. Create an Account called "Misc Jobs" and create your small orders under that.

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Many prop houses have a minimum order size of $50-$100 to avoid small orders that aren't worth the trouble.