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OPOL Training OPOL Training (OrderPro Online)(OrderPro Online)

Prepared by Christina Van Metre Independent Educational

Consultant CTO, Business Development Team © Training

Version 1.0 – 1/20/04

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OrderPro OnlineOrderPro Online

OrderPro online provides secure, reliable OrderPro online provides secure, reliable storage of datastorage of data

All data is backed up on servers All data is backed up on servers

No downloads of new versions or patches No downloads of new versions or patches are necessary – users have access to all are necessary – users have access to all new features every time they log innew features every time they log in

Orders can be entered anywhere as long Orders can be entered anywhere as long as you have Internet accessas you have Internet access

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Getting StartedGetting Started

This section covers logging on to OrderPro This section covers logging on to OrderPro and shows how to navigate through the and shows how to navigate through the system system

All you need to get started is a Web All you need to get started is a Web browser and an Internet connectionbrowser and an Internet connection

So, get online and launch your preferred So, get online and launch your preferred Web browserWeb browser

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Logging OnLogging On

Open a browser and type orderpro.ubah.com

You might want to add this page to your Favorites for

quick access.

Enter your consultant ID.Enter your password.

And click here or press the Enter key to log in.

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After LoginAfter Login

You will then be brought to the Order

Manager page.

You can navigate to the various sections of Order Pro by clicking on their corresponding

icons here…

or on their links here.

Clicking here will show the Administration menu items.

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The Administration MenuThe Administration Menu

Here are the different sections available in the Administration

section.

To get back to the Tools section, simply

click here.

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Editing Your Consultant InformationEditing Your Consultant Information

Your consultant information can be accessed in the Administration Section of OrderPro. Click on the Consultant Setup option here to edit your information. This will bring you to the following page.

You can edit all of your information

and then click Update to save

your changes. The page will reload with the saved

updates.

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Using the Download CenterUsing the Download CenterThe Download Center can also be accessed

from the Administration section. This is where you will retrieve POS and other tools you

have purchased. This will load the following

page.

This page will give

you detailed

instructions on how to download your tools.

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More Links/Logging OutMore Links/Logging OutClicking here will launch a separate browser window

displaying the UBAH consultant login page.

Clicking here will launch a separate browser window displaying the EDC main

page.

You can sign out at any time by clicking here. When you are done

using the system, make sure you sign off or close the browser window.

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Using the Order ManagerUsing the Order Manager

The Order Manager helps you create, The Order Manager helps you create, stage, edit, and manage all book ordersstage, edit, and manage all book ordersOrders can be created and saved for later Orders can be created and saved for later processingprocessingUsers can combine home party orders Users can combine home party orders with e-Shows using the Order Managerwith e-Shows using the Order ManagerThis section covers how to create a new This section covers how to create a new order, process and delete a pending order, order, process and delete a pending order, and combine an order with an e-Showand combine an order with an e-Show

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Pending orders can be deleted by clicking on

the Delete link.

To open a pending order, simply click on the Select link. This will bring you to

the first step of the ordering process with the saved information already filled in. From here you can navigate to other sections in order to complete the order.

Using the Order ManagerUsing the Order Manager

Orders that have been partially completed but are not ready to be

processed get saved in the Pending Orders section.

Information about the orders are displayed in these columns to help you identify your pending

order.Orders are sorted by their Order

number.

To create a new order, click here.

This will bring you the next page.

Once opened, it can be combined with an e-Show by clicking here. A

window will appear with a list of parties from

which to choose.

Completed orders appear here. All of the information that appears for

the Pending Orders appear here too, with the addition of the Reference

Number. This number gets generated when an order is

processed. This list is sorted by the Reference Number.

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Creating A New Order – Step 1Creating A New Order – Step 1

Enter the hostess

information or …

select the hostess by clicking on the previous hostess button. Doing

this launches the contact manager in the

following window.

From here you can select the letter

corresponding to the hostess’ last

name.

Clicking here selects the hostess and closes the window.

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Step 1 Cont. – Hostess/Org InfoStep 1 Cont. – Hostess/Org Info

and then enter the correct tax rate or their tax

exempt ID.

Click the checkbox if the

tax rate is different than

yours… Select the shipping option (books can be sent directly to

the consultant or to the hostess). Then select the type

of delivery for the order.

Click here to go to the next step. This will bring you to the next page and will automatically

save the order in the Pending

Orders section.NOTE: If you navigate to another section, this order

will still be saved in the pending orders section. If

you log out, close the browser, or go to another URL without saving first,

this order will not be saved.

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Step 2 – Order TypeStep 2 – Order Type

Create a name to help you identify

this order.

Select the type of order. You might be asked

additional information depending on which option

you choose. These questions will appear in a new window in which you will fill in the appropriate information and click OK.

The PO # is automatically created and does not need

to be edited. Enter the date of the party in

MM/DD/YYYY format. This information might

need to be filled out depending on the type of

order you choose…

along with this

information.

Click here to go to the next step. This will bring you to the next page and will automatically

save the updates.

You can also click here and skip to

any step.

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The books will appear here, sorted according

to the criteria selected

here.

Step 3 – Select BooksStep 3 – Select Books

Select books by clicking on the Add

link.

Once a book is selected, it is added

to this list.

Select the first letter of the book you are looking

for...

This dropdown restricts which types of books are

displayed. or search for a book

here.

Repeat this process for each of the different type of

book selections.

Click here to go to the next step. This will bring you to the next page and will automatically

save the updates.

You can turn this option on and create receipts for your customers. Doing this pops

up the following window prompting you for

customer information. Fill out this information

and click OK.

Now you can add books on the receipt of the customer

selected.

You can also add, edit, or

delete additional customers for which you want receipts.

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Step 4 – SummaryStep 4 – SummaryWhen you are done reviewing

your order, click here to

go to the next step. This will bring you to

the next page.

The summary of your order appears here.

Scroll through the

page and review your

order.

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Step 5 – Payment SummaryStep 5 – Payment SummaryWhen you are

done reviewing your order, click here to go to the next step. This will bring you to the next page.

This is where you apply the

consultant and customer

payments.

Enter your credit card information

in order to process the order.

Click here to add a new customer credit card

payment. The following window will appear.

Click here to add non-credit card customer payments. This is for

expense tracking purposes only.

Fill out the information and

click the Add New Payment button.

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Step 6 – Final ReviewStep 6 – Final ReviewClick the

Review Order button to have

your order reviewed for

mistakes. The following page

will appear once the review is

complete.

Once your order is

processed, you will be

given a reference

number that you can use to identify your order in the

Order Manager section.

You can click here to have your expenses automatically posted to the ledger. The following

page will appear.

Once the order is reviewed and complete, click on the

Submit Order button to process it. The following page will appear. If there

were errors, then a window with the errors listed would appear and you would have to go back to the various sections to correct them.

Now you can see these

expenses in the

Expense Manager section.

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Using the Contact ManagerUsing the Contact Manager

The Contact Manager helps you manage The Contact Manager helps you manage and maintain your contactsand maintain your contactsContact information for customers, other Contact information for customers, other team members, etc. can be stored hereteam members, etc. can be stored hereNotes can be added in order to manage a Notes can be added in order to manage a contact historycontact historyAdding contacts also helps streamline the Adding contacts also helps streamline the ordering processordering processAll data is backed up on serversAll data is backed up on servers

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Using the Contact ManagerUsing the Contact Manager

Click on the Contact Manager icon. This will take you to the Contact

Manager section.

Contacts who’s last

name begins with the letter selected here, will appear in

this section.

Contacts can be viewed in detail or opened up for

editing by clicking on the checkbox here…

and then by clicking Open

Contact.

To add a new contact, click New Contact.

You can also select all the contacts by

clicking on the Select All link or

deselect all by clicking on the

Deselect All link.

Once you have contacts

selected, you can print them by

clicking on the Print link.

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Add a New ContactAdd a New Contact

Enter the information for your contact.More contact types can be

added – this will be covered later.

To add business contact information, click on the

Business tab.

At any point you can click Save to save your contact

information. Doing so will give you a confirmation and will bring you back to the Contact Manager section.

You can also reset the fields on this

page by clicking on Reset Values.

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Add Business InformationAdd Business Information

Enter the business information for the new

contact.

If you are done entering contact information, then click Save before going to

any other section.

Click here to add additional contact

information.

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Add Additional InformationAdd Additional Information

Enter the following information if possible. This information is not

needed in order to create a new contact, but can

help with business.

If you are done entering contact information, then click Save before going to

any other section.

Click here to add notes about your contact or

communications you have had with your contact.

Information about a contact’s children can be stored here. To add a child, click

the Child button here.

A new row will get added here.

Click in the first cell in the

First Name column and start typing. Click the Tab

button to navigate to the

next cell to enter

information, or use the mouse to click on the cells where you want to enter information.

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Add Contact Relations InformationAdd Contact Relations Information

Add contact notes by clicking on the Contact

Record button.

If you are done entering contact information, then click Save before going to any other

section.

A new row will get added here.

The date will automatically fill in with today’s date. Click on

the cell to change the date.

Use the Tab button or click

on the cell in the Notes column to

add a note.

At any point you can delete the contact by selecting the Delete link. You will be asked if you are sure you want to delete the contact. Doing so will completely remove the contact from the database and you will not

be able to retrieve the contact information.

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Contact Added ConfirmationContact Added Confirmation

Click the Close Window link to return

to OrderPro.

Once you are done adding your contact

information and have clicked save, a

confirmation will be displayed in a

separate window.

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Adding/Editing Contact TypesAdding/Editing Contact Types

You can add or delete contact types by clicking on the Contact

Types link. This will bring you to the Contact Types section. The

following page will appear.

New contact types can be added by clicking here…

or here.

Contact types can be selected by clicking in

the checkbox…

and deleted by clicking

on the Delete link.

You can also edit existing contact types by clicking in the cell and editing the text.

Make sure you click Save if you

make any changes.

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Adding a New Contact TypeAdding a New Contact Type

or here.

A new row will get added here. Click on the cell

in the Type column and start

typing. Name the new Type. Click the Tab

button to navigate to the

next cell to enter a description.

When you are done entering contact types,

click Save.

Click here to add a new

contact type…

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Contact Type ConfirmationContact Type ConfirmationOnce you are done

adding your contact types and have clicked save, a

confirmation will be displayed in a

separate window.

Click the Close Window link to return

to OrderPro.

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Using the Expense ManagerUsing the Expense Manager

This feature helps you keep track of your This feature helps you keep track of your income and expensesincome and expenses

You can automatically post expenses from You can automatically post expenses from orders you placedorders you placed

All data is backed up on serversAll data is backed up on servers

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Managing ExpensesManaging Expenses

You can access your Expense Manager by

clicking here. This will bring

you to the Expense

Manager page.

You can sort your list of expenses by

date, category,

amount/value, order

details, and notes…

in either descending or

ascending order.

New expense transactions can be added by clicking

here…

or here.

Expenses can be selected

by clicking in the

checkbox…

and deleted by clicking

on the Delete link…You can also

edit existing expenses by

double clicking in the cell.

Make sure you click Save if you

make any changes.

or printed by clicking on the Print

link.

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Adding a New ExpenseAdding a New Expense

A new expense row will be added when

you click on the Expense

Transaction button.

The new row added will default to today’s date. You can edit all of

the information by double-clicking in any cell. Doing so pops up the

following window.

Don’t forget to click Save when you are done editing

the page.

Edit the information and

then click OK.

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Expense Added ConfirmationExpense Added ConfirmationOnce you are done adding/editing your expenses and have

clicked save, a confirmation will be

displayed in a separate window.

Click the Close Window link to return

to OrderPro.

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You can add or delete expense categories by clicking on the

Categories link. This will bring you to the Expense Categories

section. The following page will appear.

New categories can be added by clicking

here…

or here.

Categories can be

selected by clicking in

the checkbox…

and deleted by clicking

on the Delete link.

You can also edit existing categories by clicking in the cell and

editing the text.

Make sure you click Save if you

make any changes.

Adding/Editing Expense CategoriesAdding/Editing Expense Categories

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Expense Category ConfirmationExpense Category ConfirmationOnce you are done adding/editing your categories and have clicked

save, a confirmation will be displayed in a separate window.

Click the Close Window link to return

to OrderPro.

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Using the Inventory ManagerUsing the Inventory Manager

This feature helps you manage your This feature helps you manage your inventory of booksinventory of books

You can categorize your inventory by You can categorize your inventory by creating different setscreating different sets

All data is backed up on serversAll data is backed up on servers

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Managing InventoryManaging Inventory

You can access your Inventory

Manager by clicking here. This will bring

you to the Inventory

Manager page.

This page will load with your General

Inventory set selected. You can change which set is being viewed by

clicking on the drop-down menu. Custom sets that you create will appear here.

You can sort your inventory by Qty, ISBN, Binding, Title, Price, and Date

Added …

in either descending or

ascending order.

New inventory sets can be added by clicking

here.

New inventory items can be added by clicking here...

or here.

Inventory items can be selected by clicking in

the checkbox…

or printed by clicking on the Print

link.

and deleted by clicking

on the Delete link…

You can also edit existing inventory items

by double clicking in the cell.

Make sure you click Save if you

make any changes.

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Adding a New Inventory ItemAdding a New Inventory ItemA new inventory row will be added when

you click on the New Item link...

The new row will appear here. You can edit all of the information by double-

clicking in any cell. Doing so pops up the following

window.Edit the informati

on and then click

OK.

Don’t forget to click Save when you are done editing

the page.

or here.

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Inventory Item Added ConfirmationInventory Item Added ConfirmationOnce you are done adding/editing your inventory items and have clicked save, a confirmation will be

displayed in a separate window.

Click the Close Window link to return

to OrderPro.

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Adding/Editing Inventory SetsAdding/Editing Inventory SetsYou can add or delete

inventory sets by clicking on the Inventory Sets link. The following page will appear.

New inventory sets can be added by clicking here…

or here.

Inventory sets can be selected by clicking in

the checkbox…

and deleted by clicking

on the Delete link.

You can also edit existing categories by double clicking in the

cell and editing the text.

Make sure you click Save if you

make any changes.

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Inventory Set ConfirmationInventory Set ConfirmationOnce you are done adding/editing your inventory sets and

have clicked save, a confirmation will be

displayed in a separate window.

Click the Close Window link to return

to OrderPro.

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Questions?Questions?