---
auto_generated: true
created: 2026-05-18
manual_updated_at: 2026-05-18
modified: 2026-05-19
name: User_Manual
status: active
tags:
- client/ferrero
- tech/csv
- tech/node
- tech/typescript
- type/sop
type: sop
---

# Ferrero AC Booking Tool - User Manual

## What This Tool Does

The Ferrero AC Booking Tool is a browser-based application designed to streamline the creation of communication asset bookings. It allows users to input creative asset details, compute necessary metadata, and generate CSV files formatted specifically for import into the OMG media booking system.

## Who Uses It

This tool is primarily used by:
- Media Planners
- Creative Operations Teams
- Account Managers
- Anyone responsible for booking digital assets into the OMG system.

## How to Access

### Option 1: Standalone (CSV Download Only)
If you only need to generate CSV files without sending them directly to the Box folder:
1. Locate the `index.html` file in the project directory.
2. Open `index.html` directly in any modern web browser (Chrome, Firefox, Edge, Safari).
3. No server is required.

### Option 2: Full Functionality (Send to OMG)
To use the "Send to OMG" feature, which saves CSVs directly to the designated Box folder, you must run the local server:

1. Open your terminal.
2. Navigate to the project directory:
   ```bash
   cd /Users/pauljohns/Documents/Claude_Coding/Ferrero_OMG_Booking
   ```
3. Start the server:
   ```bash
   node server.js
   ```
4. Open **http://localhost:3456** in your browser.
5. Log in using your credentials if prompted.

## Main Workflows

### Workflow 1: Creating a Booking Input

1. **Navigate to the Input Table (AC Generator):**
   This is the main grid where you define your assets.

2. **Add a New Row:**
   Click the **+ Add Row** button in the toolbar.

3. **Fill in Asset Details:**
   Complete the following columns for each asset:
   - **Master File Name:** The creative execution master filename (Free text).
   - **Local Meta ID:** Local master metadata identifier (e.g., `IGR$VEElc9`) (Free text).
   - **Asset Type:** Select from dropdown (Gadget, On Line Video, TVC, etc.).
   - **Media Type:** Select platform/placement (FB - Feed, IG - Stories, YT - Youtube Ad, etc.).
   - **Aspect Ratio:** Select (9x16, 16x9, or 1x1).
   - **ISO Code:** Select language/country code (e.g., `CZ-cs`, `GB-en`).
   - **Supply Date:** Use the date picker to set the supply date.
   - **Live Date:** Use the date picker to set the live date.
   - **End Date:** Use the date picker to set the end date.

4. **Duplicate Rows (Optional):**
   - Select one or more rows by checking the box next to them.
   - Click **Duplicate** to copy the selected rows.

5. **Bulk Edit (Optional):**
   - Select 2 or more rows.
   - Click **Edit Selected** to update dropdowns or dates across all selected rows simultaneously.

### Workflow 2: Generating the Output

1. **Click Analyse:**
   Click the **Analyse** button in the toolbar.

2. **Review the Output Table:**
   The tool will compute new fields based on your input:
   - **Title:** Automatically built from filename segments, asset/media codes, aspect ratio, ISO code, and metadata ID.
   - **Status:** Always set to "Booked".
   - **Category:** Auto-populated based on the Media Type.
   - Other computed fields are generated according to the OMG import format.

3. **Delete Rows (Optional):**
   If you need to remove assets, select the rows and click **Delete Selected** before or after analysing.

### Workflow 3: Sending to OMG

1. **Ensure Server is Running:**
   The "Send to OMG" feature requires the local server (see **How to Access**).

2. **Click Send to OMG:**
   Click the **Send to OMG** button (available in the toolbar when the server is active).

3. **Confirm Upload:**
   The tool will generate the CSV and upload it to the designated Box folder. You will receive confirmation upon success.

## FAQ

**Q: Why do I need the server if I only want to download the CSV?**
A: You do not need the server for downloading. The core logic for generating the CSV is client-side in `index.html`. The server is only required for the "Send to OMG" functionality.

**Q: What format is the output CSV?**
A: The CSV is formatted specifically for import into the OMG media booking system. Ensure you import it using the OMG upload interface.

**Q: Can I use this tool on mobile devices?**
A: The tool is browser-based and responsive, but it is optimized for desktop use due to the complexity of the input tables and toolbar actions.

**Q: What happens if I make a mistake in the input?**
A: You can duplicate rows to keep backups, bulk-edit rows, or delete rows and start fresh. Always double-check the Output Table after clicking **Analyse** before sending to OMG.

**Q: How do I log out?**
A: Click the **Logout** link/button in the toolbar if you are using the server version.

## Related
- [[01 Projects/ferrero-ac-creator/DEVELOPER_MANUAL]]
- [[01 Projects/ferrero-ac-creator/DEVELOPER_MANUAL.md]]
- [[01 Projects/ferrero-ac-creator/USER_MANUAL.md]]