OPS’s No Data PrePay Credits/Package Deposits option is a easy way to work with OPS software when an organization hiring you does not have a have a database file of their subjects. The instructions in this document will show you how to setup a prepay project for a Batch/Proof project (shooting several images of the same subject and batch printed), receive payment from your prospective clients, and at the same time capturing your client's data so you can create QR Codes or Barcodes for image matching during when photographing your subjects.
This system is ideal for Dance Schools, Sports Leagues, Day Cares and even Kindergartens, when child's data information isn't available. Before shooting your event, the organization will send an email containing a Pre-Payment link (created by OPS) to all parents who are interested in having their child photographed.
OPS will collect all your parent's prepayments, deposit the prepays into your studio's Stripe account and hold the parents credit payment amount until the parents login to view and purchase you print packages or digital files. (or both)
This system also helps you qualify each subject you’re shooting as a confirmed client because their parent has already placed a deposit with you for future print/file orders.
Before you get started please know the following……………….
- The PrePay Credits/Package Deposits service can be used with or without data.
- PrePay Credits/Deposits work best with Proof/Batch project types or Re-Orders.
- You can offer as many PrePay Credits as you like. (Such as 1, 2 or 3 different changes of clothing)
- Ship to Home or Batch Orders Shipping is available. (Only one shipping method per order.)
- PrePay Credits are editable in your OPS Project Management Credits Screen
- Your PrePay Credits/Deposits Price List must contain a “No Print” PrePay Credit Product using our “No Print” Product option. It’s important you have your No Print Credit Deposit Price List setup completed before creating your project so it’s ready to go live immediately. (See instructions below for details.)
Before Getting Started if you are planning on using No Print Credits............
It’s important to have a No Print Package created and added to your PrePay Credit/Print Deposit Price list before creating your Project. Please Click Here for instructions on creating a No Print Package Deposit Product & Price List if you haven’t previously set one up.
Setting Up Your Batch Credit Project
Click on your Projects link and then the Add a PrePay Project button.
In the next Add a PrePay Project window, fill-in the Fields that apply to your project.
Click the Save button when you have completed entering your project’s info on the page.
Note: The New Add Subjects for PrePay Orders should be checked off as Yes if you want OPS to collect your clients data image matching. (If you have already uploaded or plan to upload your project's Data, the No radio button should remain checked off as No.)
After clicking on the Save button on your Add a Prepay Project, a new Option Window will open displaying your Project’s Info setup. We recommend you review all your setup options such as the Deadline date for PrePaying, Price List selected for this project, Image and Group Matching methods.
Next Click on the Shipping/Taxes tab.
Packages and Print Credits Pricing Recommendations.
Do Not Charge your customer’s shipping separately. We strongly recommend you include your shipping cost into your package prices. Doing this will avoid having your shipping revenue included into your client’s print/package credits.
Project’s Options Shipping /Taxes
If you are planning on using our Ship to Home shipping service for your orders, we recommend you Do Not Charge your customer’s shipping separately. We strongly recommend you include your shipping cost into your package prices. Doing this will avoid having your shipping revenue included into your client’s print/package credits.
Links
After completing your prepay credit project setup, OPS will create a link for you to send to your clients so they can login and purchase a deposit or print credit.
Next send your Prepay Deposit Short URL link to your clients: (example) ospgo.com/1HRM
Your clients will enter the PrePay password and their email address to login for prepay options
Your clients will purchase the PrePay Deposit option they prefer and checkout using OPS’s shopping cart’s credit card processing.
All your clients' PrePay orders will be listed on your Project’s PrePay Page.
Your Client’s PrePay Data is automatically converted to OPS Subject Data so you can Print QR or Barcodes for Image Matching your subjects during your shoot.
Creating QR Codes or Opticon Barcodes from your posted PrePay Credit Data
Go to your project’s Subjects page, click on the Subject Actions drop down button and then click on the QR Codes / Barcodes link to create QR/Barcodes for your shoot.
After the QR Code / Barcode Setup Page opens, Click on the Formats box and then select the Barcode type (QR or Opticon) and Style (number or Codes per page).
There’s also a Sort and Filters button on this page if you would like to sort your Codes by Name or Filter by Groups such as Teacher, Team, Class, Group, etc., etc.
Note: You can resize your Text Font Size by clicking on the magnify icon located on the far right of the URL Address line. PC users can also press and hold the Ctrl button on their keyboard and (at the same time) scroll their mouse’s scroll wheel to enlarge or reduce their font/Code sizes. This is especially useful for sizing your barcodes and QR codes to print correctly on your printer.
Note: QR Codes are also available in three different sizes, simply select the size required for printing.
Post Photo Day Workflow
Instructions for QR Code and Opticon Barcode workflows can be found at the links below:
QR Code Image Matching: Starting on Page #14 - Click Here
Opticon Image Matching: Starting on Page #8 - Click Here
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