11
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
22
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
33
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
44
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.
55
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.
66
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.
77
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.
88
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.
99
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.
1010
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
1111
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.
1212
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.
1313
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.
1414
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.
1515
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.
1616
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.
1717
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.
1818
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.
1919
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
2020
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.
2121
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.
2222
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.
2323
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.
2424
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.
2525
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.
2626
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.
2727
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…
2828
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.
2929
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
3030
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.
3131
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.
3232
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.
3333
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
3434
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.
3535
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
3636
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.
3737
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.
3838
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.
3939
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.
4040
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.
4141
Questions?Questions?
Top Related