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In this tutorial, Paul Davis, the training manager for Business Systems, emphasizes the importance of accurately completing an insertion order to ensure proper ad placement and customer invoicing. He highlights that incorrect or incomplete paperwork can lead to significant challenges in processing centers, especially as staff now serve larger regions and may struggle with illegible information. Key points include using an invoice with the Trader Media logo and consistently inputting all necessary customer information, as clients may have multiple business names, phone numbers, and addresses. Consistency and accuracy in data entry are crucial for effective processing and billing.
