Usborne Books at Home - New Consultant Fast Start Guide

How to get OrderPro Online (OPOL)
Begin a new order
Step 1: Hostess/Organization Info
Step 2: Order Type
Step 3: Select Books (ordering books)

Step 4: Order Summary
Step 5: Payment Summary (entering credit cards)
Step 6: Final Review/Submit Your Order
Out of Stock/Out of Print - yellow, green and red highlights
OPOL Hints/Printing Your Order

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.)

To begin a new order: click on “New Order” near the top left of your screen

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:

1. Hostess/Organization Info

2. Order Type

3. Select Books

4. Summary

5. Payment

6. Final Review

Step 1: Hostess/Organization Information

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

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

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)

Step 2: Order Type

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)

PO # : the system will assign this for you, please keep it for your records

Party Date: enter the date you held the party

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

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

Move to the next step by clicking "Next Step" or by going to "Go to Step" and clicking on Step 3

Step 3: Select Books

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.

Move to the next step by clicking "Next Step" or by going to "Go to Step" and clicking on Step 4

Step 4: Order Summary

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.

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

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

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

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)

Move to the next step by clicking "Next Step" or by going to "Go to Step" and clicking on Step 6

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!!

When you are ready, click Submit Order to electronically send your order to the Home Office.

To exit Order Pro Online, click on Sign Off at the top right corner of your screen. Order Pro Online automatically saves your orders.

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).

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!