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How to place an
order
To get to Order
Pro Online
(OPOL), go to
our
Consultant
Website (www.ubah.com/consultants)
and input your
Consultant ID #
and your
password (the
last 4 digits of
your Social
Security number
unless you've
changed it).
This gets you to
the My UBAH
page. Near the
top right you
will see the
blue words, "My
OrderPro."
Click on these
words to get
into your OPOL
account.
You are now on
the "Order
Manager" screen
in OPOL. Hover
your cursor over
"Administration"
near the top
left and click
on "Consultant
Setup." Use the
Consultant Setup
screen to enter
and maintain
your consultant
information:
Consultant ID
number, name and
address, tax
rate,
credit/debit
card info
(optional).
Please remember
to update this
information
should it
change. This is
a secure site
and your
information is
protected.
On all OPOL
screens, you
will see a left
hand menu with
“Tools.” For
now, you don't
need to focus on
these. (These
instructions are
solely about how
to place an
order with
OPOL.)
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To begin a new
order:
click on “New
Order” near the
top left of your
screen
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There
are 6
main
steps
(screens)
you will
need to
fill in
to place
an
order.
You can
get to
each one
of these
steps by
clicking
"Next
Step"
(or
"Previous
Step" if
you want
to
backtrack)
or by
hovering
over "Go
to Step"
(on the
far
right
near the
top) and
choosing
the step
you
want.
"Go to
Step"
shows a
listing
of all 6
steps
and you
can
click to
go
immediately
there
without
going
through
all the
other
pages.
The 6
main
steps
are:
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1. Hostess/Organization Info |
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2. Order Type |
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3. Select Books |
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4. Summary |
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5. Payment |
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6. Final Review |
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Step 1:
Hostess/Organization
Information
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Hostess/Org Info: Fill in the name, address, phone number, and email address of your hostess (fill in your own information if you are the hostess) |
| Tax rate: if your hostess has a different tax rate than you (the consultant), check this box and fill in the appropriate rate. If it is a tax exempt organization, check the appropriate box (by clicking on it) and type in the tax exempt id number |
| Ship to: click on the "drop down" arrow, then click on "Consultant" if you want the order shipped to you or "Hostess/Organization" if you want the order shipped directly to the hostess or organization |
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Delivery type: leave the setting at normal unless you want fast shipping (an additional fee will be applied), first class mail (an additional fee will be applied), or pick up (available if you live near or will be visiting the warehouse in Tulsa), which you can choose by clicking on the "drop down" arrow |
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Move to the
next step
by clicking
"Next Step" or
by going to "Go
to Step" and
clicking on Step
2 (both of these
options are near
the top right
side of
your screen) |
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Step 2: Order
Type
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Order Name: you may name your order whatever you like; for example, the last name of your hostess) |
| Store in Folder: you don't need to do anything here. Order Pro Online will automatically save your order in the "Pending Orders" file until you submit it, when it will be moved to the "Completed Orders" file |
| Order Type: click on the "drop down" arrow and click to choose the type of order you are entering (Home Show, Direct Sale, Book Fair, Supply Order, etc) |
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PO # : the system will assign this for you, please keep it for your records |
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Party Date: enter the date you held the party |
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Check the box if a $3.00 fax fee will apply: click on this box to check it if you will be printing out this form to fax instead of submitting it online, otherwise leave this box blank |
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Check the box if the hostess booked within 3 weeks for special date credit: if your hostess held her show within 3 weeks of booking it, click on this box to add an additional $5.00 in merchandise allowance (Please note: this box will not apply if it is not a home show; in that case, leave the box unchecked) |
| Incentive Period Double Merchandise Allowance: leave this box checked if you are in your Incentive Period to give Double Merchandise Allowance on shows totaling $250 or more (if you are not in your Incentive Period, you will not see this option) |
| If this is a school and library order, you will need to give more information and an additional box will pop up, please follow the directions provided on the screen |
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Move to the
next step
by clicking
"Next Step" or
by going to "Go
to Step" and
clicking on Step
3 |
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Step 3: Select
Books
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Sort by: click on the "drop down" arrow, then click on however you want the books sorted (by title, price, ISBN, or binding) |
| Switch to quick entry view: you might like to use this if you have a slow connection speed, please see the FAQ for details |
| Display binding: click on the "drop down" arrow, then click on the type of titles you want to show -- P/H (paperback and hardback only), L (library binding only), P (paperback only), H (hardback only), or Show All (choose show all if you will be ordering kid kits, puzzles, flashcards, or any other title that doesn't fit into the category of P, H, or L; otherwise these products will not show up) |
| Search by: click on the "drop down" arrow, then click on however you want to search (if you want to use this feature) -- ISBN, title, or page |
| Starts with: when doing a search by title, you can click on the "drop down" arrow, then click to choose whether your search term will start with, contain, or equal your title |
| Customer receipt mode: optional, click on the "drop down" arrow, then click to choose "on" or "off" if you would like to use this feature |
Type of selection: skip down to this section (toward the bottom of the screen). Click on the "drop down" arrow, then click on which type of selection you want to order (in most cases you will start with Full Retail). Please see pages 37-38 in your Consultant Manual for an explanation of the hostess benefits you will be entering in this section if your order is a home show.
| Full Retail: this is where you order books ordered as retail (full price), except for Special Delivery items (see below). On the alphabet tabs near the middle of the screen, click on first letter of the title of the book you want to order. Scroll down to find the title, then click on "add" to select this title. Your selected title(s) will appear in the "Selected Items" section below. If you want more than one copy, type in the quantity in the "Qty" box, and click on "Update" (located to the right of your selected title) |
| Special Delivery: this is where you order books (if any) that are being shipped directly to a customer (customer pays additional $5 fee per address for this service). When you select this option in the "drop down" menu, a pop-up box called "Customer Information" will appear. Fill out the delivery information here -- customer name, address, phone number (optional but recommended), email (optional); then click "OK." To the right of the "Type of selection" box, you will see a new box labeled "Customer" with your customer's name listed. Enter his/her books here by using the alphabet tabs section as described under Full Retail. Your selected title(s) will appear in the "Selected Items" section below. To add an additional Special Delivery customer/address/order, click on "Add." A new "Customer Information" box will pop up, fill it in as above. Continue this procedure with all special delivery customer/orders. If you need to make any changes, use the "Edit" button to the right of "Add." If you need to delete any Special Delivery customers/orders, use the "Delete" button to the right of "Edit." IMPORTANT: when done, click on "Type of Section" to get out of the "Special Delivery" section - you don’t want to order any remaining books here! |
| Merchandise Allowance: this is where you enter the free books your hostess has earned based on his/her show's retail total (must be $85 or more). Enter his/her books here by using the alphabet tabs section as described above. |
| Hostess Books (35%): these are optional, use your discretion as to whether or not to offer these. You pay 35% (65% off retail price) plus shipping on retail value and tax on the amount paid. Enter books here by using the alphabet tabs section as described above (up to $25). |
| Bonus Gift (35%): this is only for a Previous Hostess when the 3rd booking from her show is held. You pay 35% (65% off retail price) plus shipping on retail value and tax on the amount paid. Order any ONE title, set, or ISBN. Enter books here by using the alphabet tabs section as described above. |
| Half-Price (1/2 Price) Books (50%): this is where you enter Half-Price Hostess Books -- an additional $25.00 in books at half-price for every $100.00 in retail sales (optional, minimum show retail $100). Hostess pays half-price plus shipping on retail value and tax on the amount paid. Enter books here by using the alphabet tabs section as described above. |
| Booking Special (25%): this goes to the Previous Hostess when each new booking is held - $20 worth of books at a 75% discount. Hostess pays 25% plus shipping on retail value and tax on the amount paid. Enter books here by using the alphabet tabs section as described above. |
| Customer Specials: these change every two months -- see the Consultant Newsletter or the Consultant Website (under Business Information => Current Specials) for current specials. Enter books here by using the alphabet tabs section as described above. If the Customer Special is for a Special Delivery order, click on the Customer's name to the right of "Type of Selection" and enter the relevant Customer Special(s) there. |
| Promotional Items: order things like duck stickers, UBAH pencils, Farmyard Tales Minis, etc. here. [These are also available in the Business Supply Store on the Consultant Website (under Business Forms/Tools => Business Supply Store) You save on shipping if you order Promotional Items and Supplies with a book order! |
| Supplies (alternate): this is where you order catalogs, invitations, flyers, etc. [These are also available in the Business Supply Store on the Consultant Website (under Business Forms/Tools => Business Supply Store) You save on shipping if you order Supplies with a book order! |
| Book Bucks: if you have a book buck (on the yellow packing slip) for an out of stock book, you can substitute another book for it here or you can reorder it if is now available. Click here for further details of how to use Book Bucks. |
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Move to the
next step
by clicking
"Next Step" or
by going to "Go
to Step" and
clicking on Step
4 |
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Step 4: Order
Summary
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This
section
shows
the
breakdown
of the
charges
plus the
total
due.
This is
just for
your
information,
you
don't
need to
do
anything
in this
section. |
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Move to the
next step
by clicking
"Next Step" or
by going to "Go
to Step" and
clicking on Step
5 |
Step 5: Payment
Summary--
Here is where
you enter the
payment for this
order
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Start with your customer's credit card payments (if any)
| Scroll down to Customer Payments or Credits, then click on Add a New Customer Payment (near the bottom right of the screen). A Customer Payment window will pop up. |
| In the Customer Payment pop-up window, enter that customer's total amount, the payment type, name on card, card number, card expiration date, billing zip code (zip code where statements are received), and billing phone number (or as much of this info as you have) |
| You may leave the "Auth Number," "Check Number," and "Credit Invoice Number" blank |
| When you have filled in the boxes in this window, click on "Add New Payment" - OPOL authorizes each credit card for you as you go. |
| Repeat these steps for any additional Customer credit card payments |
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If you ever have more credit card payments than due on the order, you will receive a credit to use on your next order. If you have no orders going in soon, you can call the Home Office to request a check be sent to you |
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| You pay any remaining balance due (you should have previously deposited customer cash/checks into your account to cover this amount). This amount will show next to Amount Due from Consultant in the Payment Summary box near the top of the screen |
| Enter your payment information (debit or credit card) under Consultant Payment or Credit near the middle of the screen. You may leave "Auth Number" and "Check Number" blank (use Check Number only if you are printing this out and mailing it in rather than submitting it online). If you entered your billing information on your Consultant Set-Up Screen (see above), this information will be entered automatically, but you may change it if you wish. |
| The Non-Applied Payments section is optional and is for expense tracking purposes only (for those who use OPOL's Expense Manager Option to enter cash and checks received for income tax records). If you don't use Expense Manager, leave this section blank. (For more information about Expense Manager, please see the Expense Manager Instructions) |
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Move to the
next step
by clicking
"Next Step" or
by going to "Go
to Step" and
clicking on Step
6 |
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Step 6: Final
Review
| Click the Review Order button below to have your order reviewed to make sure all payments match the amount due. |
| Make any corrections if necessary. Tip: I ALWAYS print my order (click on the Print button near the top left of the screen) before I submit it and then I doublecheck the entire order. Save yourself time, effort, and headache. Always doublecheck your order before you submit it! You cannot get it back once it goes and changes cannot be made once you submit the order!!
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| When you are ready, click Submit Order to electronically send your order to the Home Office. |
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To
exit
Order
Pro
Online,
click
on
Sign
Off
at
the
top
right
corner
of
your
screen.
Order
Pro
Online
automatically
saves
your
orders.
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NOTES ON
OUT OF STOCK AND
OUT OF PRINT
TITLES:
OPOL is
automatically
updated with the
latest Out of
Stock (OS) and
Out of Print
(OP) titles.
Out of Stock
(OS) books are
highlighted in
yellow on OPOL.
The yellow
highlights will
alert you that
the book is out
of stock when
you place your
order. You may
wish to contact
your customer to
order something
different. It
is best to check
and print out
the Out of Stock
List (on the
Consultant
Website)
before you go to
your shows. The
OS List will
give you an
estimated date
of arrival for
the books (if it
is known). This
is an estimate
only! Please
don’t promise
this date!
Out of Stock
(OS) books are
highlighted in
green in
OPOL, if
they've been our
of stock for
more than 7
days. We
can't order
these. We
should check the
Out of Stock
list before each
show and can
even take a
print out with
us to help avoid
out of stock
titles being
ordered.
Out of Print
(OP) books are
highlighted in
red. These
books are
permanently out
of print and are
no longer
available. For
a complete list
of current OP
and OS books, go
to your My UBAH
page on the
Consultant
Website. If
you mistakenly
order any OP
books, you will
get a
“Book Buck”
credit slip
with your
packing slip
(shipped with
the books).
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ORDER PRO ONLINE
HINTS:
Make sure your
browser
(Internet
Explorer, etc)
is up to date.
You won't be
able to run the
program
correctly unless
your browser is
current.
To get answers
to frequently
asked questions,
please visit:
https://orderpro.ubah.com/faq.aspx
If you get error
messages about
"cookies,"
please see
the FAQ website.
To MAIL or
FAX order:
DO NOT CLICK ON
SUBMIT ORDER.
Instead, check
the box
that says "Click
here if you only
wish to move
this order from
a pending status
to a completed
status and not
actually have
this order
processed and
shipped by
the Home
Office." Then
submit your
order by fax
($3.00
additional fee)
or by mail (you
will need to
submit by mail
if you paying by
check. Please
note: The Home
Office accepts
checks from
Consultants but
not from
Customers.
Deposit any
Customer checks
into your own
account and send
a check of your
own to the Home
Office as
payment.)
Printing
Problems? OPOL
uses pop-up
windows to
print. You may
need to enable
the pop-up
function on your
computer.
Please see the
FAQ website
for details.
OPOL also
uses Adobe
Acrobat for
printing.
Please see the
FAQ website
if you
do not have
Adobe Acrobat on
your computer.
Idle Program:
As with so many
Internet-based
programs, you'll
find that if you
leave an order
open and idle,
the session may
time out. Just
close the window
and re-open the
order to start
back where you
were. You will
find everything
there saved for
you! |
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