If you have PrePay orders that were not placed on OPS, you can enter them into your Project’s Batch Orders manually by following the instructions below.
Important: Before entering your Paper PrePay orders, please make sure the subjects you’re planning on entering are listed in your project’s data and have images matched to their data. You will not be able to enter your paper PrePays if the subject’s data isn’t matched to their images.
Click on your project’s Orders Link as seen below.
(Note: You can also Click on the PrePay link to get to your Orders screen.)
A new window will open after clicking on the Add Order(s) button listing all the subjects in your project.
You can select a subject you need to place an order for by clicking on the subject’s name with your mouse, or by typing a few letters of your subject’s last name in the Search Box. Then press your Enter button to go to the next ordering page.
After entering your subject’s name, your project’s catalog will open so you can select the package and A-la-Carte items they ordered.
In the Order Review Screen, you can Click on the Add Item button to order additional items.
The lower half of the Order Review Screen contains additional order info such as Shipping and Billing Address info. Shipping and Billing information is optional except if your project is set up for our shipped to home service. Please note the Email Address field is also required if your orders contain File Downloads.
Be sure to click on the Save Order button after you have added the items needed for your order. Saved orders are automatically added to your project’s next Batch Order.
(Note: If desired you can combine siblings and/or buddy's packages into the same envelope by adding each subject’s info together here. Be sure to click the Save Order button to confirm the order.)
Go to your Orders Page to confirm your manual orders are ready for submission to ACI. After you have added all your manual prepay orders it’s important to remember to Click on the Add Order(s) for Batch button to include your manual orders with your existing Prepay Batch orders.
Scheduling your Project’s Batch Order for Printing
Please make sure you have converted all your online PrePay orders and entered all your paper PrePay’s First before scheduling your project for Printing.
Go to the General Options section of your project by clicking on the Options link.
Next scroll down to the Mode section of your General Options page and click on the Convert Drop Down Arrow.
Next on the drop-down menu, Click the Convert to Batch-Order Mode line item.
Your project has now been converted to Batch Order Mode so you can submit your PrePay (single image) order or if you are offering a Proof Order Project the project will be available for client viewing.
The Batch Order Date(s) must be entered in order for your orders to be submitted to ACI. Please Note, your orders will be submitted automatically at 12:00 midnight of the date entered into the Batch Order Date fields. You can have more than one Batch Order submission date by entering a 2nd and/or 3rd date into the appropriate date boxes. Once the last Batch Order date has passed, OPS will for your convenience automatically convert your project to Re-Order Mode.
Batch Order Sort Priority Click on the drop-down arrow in each box to identify how you would like your project sorted by ACI for delivery. If this area is left blank, our default sort is Last Name, First Name.
Next (in the Options screen) click on the Shipping & Taxes tab.
Scroll down to the Batch Orders section and select the locations option you would like your order to ship to. Please note if you select the Ship to Home option, all orders will be shipped to the purchasers home address. It is critical that you set the shipping options on your PrePay project to Charge for Shipping so your clients pay for the shipping. (Also So You Don’t Absorb the Costs!)
(Also note: All orders will automatically be shipped to the purchaser’s home only.)
Promo Codes / Discounts Tab
Don’t forget to activate your promo codes or discounts you’re offering your clients.
Click on the Misc. Tab to enter your project’s reference text. The name you type into this box will appear on all your invoices from ACI so you know which project the order originated at.
Congratulations, your order is all set to be submitted to ACI for printing!