UnitedScrip welcomes you



UnitedScrip

Welcomes you

as a Scrip Partner!

We’re glad you have selected UnitedScrip as a fundraising partner for your organization. Here’s a handy guide to help answer frequently asked questions relating to your program and our policies. If you’d like further assistance, don’t hesitate to give us a call, send us a fax, email us or visit our website.

|How to contact US |

|PHONE |864.886.9701 |

|TOLL FREE: |866.611.9701 |

|FAX: |864.886.9704 |

|INTERNET: | |

|MAIL: |UnitedScrip |

| |305 Catawba Circle |

| |Seneca, SC 29672 |

|Customer Service representatives are available |

|9 a.m. – 3 p.m. EST Monday – Friday |

|Your Group Name |

|      |

|Group Number |

|      |

|Email Information |

|GENERAL INFORMATION |info@ |

|NEW GROUPS |freda@ |

| |cmrampey@ |

|BILLING/ACCT RECEIVABLE |donna@ |

|NEWSLETTER |gcasey@ |

|SOFTWARE/ |software@ |

|WEBSITE | |

|ORDERS |orders@ |

VISION

...Where we came from and where we are going…

UnitedScrip grew from the efforts of one school and its volunteers to raise funds for the children entrusted to the school. After countless projects ranging from candy bars to plants, the concept of a gift certificate program was introduced and changed the focus of the school’s fundraising efforts.

In 1999 the program expanded its boundaries and incorporated into UnitedScrip, Inc., a fundraising corporation that is dedicated to nonprofit organizations, their potential growth, vision and support. UnitedScrip was founded to make a difference for nonprofit organizations, enabling them in their efforts to impact our communities; Schools, sports groups, civic organizations, scouts, bands, youth groups, churches…all with a vision, needs or a goal to achieve; a goal that will change the future, the children that participate and those who will follow.

Our passion, the reason we exist,

is to equip

your organization with the tools

to make

each vision, need and goal a reality.

UnitedScrip brings your group’s purchasing power and combines it with parents within your organization and other groups to create a powerful purchasing tool that builds income for you. We take great pride in providing you with the necessary tools to achieve your financial goals; supporting you with software, order forms, flyers, campaign ideas and outstanding customer service to make your program successful. By uniting together, we can dream, plan, and provide for our children and the future of our school, group or organization. Together we can leave a legacy for tomorrow to build upon.

Our desire is to build upon this foundation as we grow and expand, bringing the program and its concepts of responsible fundraising to a new level of awareness across the Country.

Together we are the

Power of YOU2

TABLE OF CONTENTS

Required Enrollment Materials 4-6

Policy & Procedures 7-10

Shipping Information 11

UnitedScrip Q & A 12-13

Payment Policy 14-15

Back Order Policy 17

Information 18

Information 19

Information 20-22

Software Information 23-25

How to Introduce Scrip to Your Group 26-28

Overview of the Enrollment Process

Please ensure UnitedScrip has received the following documents:

1. Nonprofit Affiliate Enrollment Form

2. Copy of your “Letter of Determination”

(Documentation of your tax-exempt status) and your organization’s Tax-ID # or confirmation of group/organization on a letterhead from your principal or Director.

3. ACH Form – if using automatic debiting as payment option

4. Payment Option Form

5. Out of Stock Preference Form

Several of these forms are available on line and may be emailed to start the process. However, a copy must be mailed with the appropriate signatures for our records.

Please Mail the information to:

UnitedScrip

305 Catawba Circle

Seneca, SC 29672

Nonprofit Affiliate Enrollment Form

Affiliate Information

|Organization Name:       |Phone:       |

|Address:       |

|City:       |State:       |ZIP:       |

|Delivery Address:       |

|City:       |State:       |ZIP:       |

|Fax:       |Email:       |Tax I.D. #       |

|Type of Organization:       |

|Choose Delivery Method: (see page 11 for options) |

|Non-profit Affiliation:       |

|Number of participants in your organization:       |

PLEASE INCLUDE PROOF OF YOUR NONPROFIT STATUS: a copy of your IRS Letter of Determination or a copy of your Articles of Incorporation. Please include Employers I.D. Number (EIN).

Contact Information:

|Contact Name:       |Phone:       |

|Email:       |

|Alternate Contact:       |Phone:       |

How did you learn about UnitedScrip? ____________________________________

UnitedScrip

305 Catawba Circle

Seneca, SC 29672

Phone (864) 886-9701 Fax (864) 886-9704

For Office Use Only

|Quickbooks |UPS |Portal |ScripNotes | |

|Email |Outlook |ACH Bank Report |Acct/ID Number | |

ACH Document

Bank Account Information

The following information will authorize UnitedScrip to debit your organization's bank account for your UnitedScrip purchases.  Please provide the requested information and attach a voided or cancelled check. UnitedScrip will use this information to verify the accuracy of your depository account and routing numbers. UnitedScrip will not use this information for any other reason.

|Organization Name: |Shipping Address: |

|Organization Phone Number: |Program Coordinator: |

|Organization’s Bank Name: |Bank Phone: |

|City: |State |Zip |

|Type of Account (Check only one): |

|Bank ABA/Routing # |Bank account number# |

I (we) hereby authorize UnitedScrip to initiate debit entries to my (our organization/group/team) account indicated above at the depository named above to debit such account. This authorization is to remain in full force and effect until UnitedScrip has received written notification from me (or organization/group/team) of its termination, in sufficient time and in such manner as to afford UnitedScrip a sensible opportunity to act on it.

Mail this to:

UnitedScrip

305 Catawba Circle

Seneca, SC 29672

864.886.9701

Ordering Information

General Information

□ Orders received by 2 pm EST will be processed and shipped if possible same day, but we guarantee shipping no later than 5 p.m. the following day. Any orders received after 2 pm EST can not be guaranteed shipping until 5 p.m. the following day.

□ Order Additions – if you need to add to your order, please inform UnitedScrip of your existing order when making the addition. This will enable us to combine shipments if possible. The additional order will be invoiced separately. Please Note: If the addition is received after 3pm, we cannot guarantee that it will be shipped with the original order.

□ All orders must include your Group name and contact information, including a phone number so that we may confirm your order or address any questions we may have concerning that order.

□ Email all orders to orders@

UnitedScrip Procedures that you need to know!

Ordering Procedures

▪ We always acknowledge your emailed order with a “Received your order” reply. If you do not receive this email, call to make sure the email was properly transmitted. (Program Hint: Always email a copy of your order to an email address you can access from home or have access to after you leave the computer that contains your software.)

▪ If you fax an order, please call to make sure that it was received.

▪ After the order is filled, an invoice is emailed to you. Backorders will be noted. Check the invoice for accuracy and call immediately if there is an error.

▪ Once shipped, you will receive an email containing a UPS tracking number for your package.

If you have trouble with a card

▪ Always check the toll-free number on the back of all gift cards for balances of gift cards before returning them to UnitedScrip. Most gift cards offer a toll free number that can give you the complete history of the card and solve the reason why the card may not be valid.

▪ Special Orders - We are able to order special denominations that we do not normally carry for some vendors. If you would like to order, please allow 1 week.

Backorders

On occasion your order may have an item backordered. Backorders may occur because they are not available from our supplier or our inventory has been depleted. We will send your backorder with the next order placed. If you would like for us to zero all backorders, indicate this on the Out of Stock Preference Form. If the zeroed items are still needed, you should reorder those certificates with your next order.

Discrepancy Procedure

Every effort is made to ship your order correctly, however mistakes do occur. We recommend that you check your order upon receipt using the Invoice Verification Form (end of this section, also available on the software CD and in the download library on our website). If you discover any missing or extra certificates, please notify UnitedScrip immediately so that we may correct the problem. Be sure to record the certificate numbers received. Follow the instructions on the Invoice Verification Form.

Expiration Dates and Dormancy Fees

Please take time to review the gift certificates purchased through UnitedScrip. Some cards will have an expiration date written on them. We cannot accept these cards for return after this date. Also, companies are now applying a Dormancy Fee or non-use fee as opposed to an expiration date on their gift certificates. This fee will deduct a set dollar amount from the card balance each month (i.e. $1.50 or more) after a certain amount of months of non-use. This amount will be deducted each month until the balance is zero. When the card is once again used, the time period for dormancy will be restarted. The dormancy fees do not take affect until at least 12 months or more after UnitedScrip has purchased them. In some cases the fee may be retroactive to the original activation date. Our inventory is sold immediately after purchase. Please take the time to notify your families of these expiration and dormancy fees. Also note that if a card is nearing that timeframe, a phone call to check the balance is considered “activity” and restarts the dormancy fee timeframe.

Return Policy

We will accept returns if:

▪ The certificates are returned within 3 months of purchase from UnitedScrip.

▪ Approved by UnitedScrip (credit or replacement)

▪ The certificates were issued by UnitedScrip.

▪ The certificates are not signed or damaged

▪ The certificates have not expired

Please send the certificates by Priority Mail with tracking. Please include your Organization’s name, amount returned, and a copy of the invoice.

We will not accept returns of special order gift certificates.

How to Place an Order

□ ScripPro II/UnitedScrip2006

▪ Enter all your orders and compile.

▪ Save the compile file as an excel file (a file name that includes the date and group name is helpful, do not use any symbols such as /.)

▪ Open your email browser and send an email with the attached excel file to orders@

▪ Please include your Group Name in the Subject line of your email.

□ Your online ordering site. We will establish the account once you are enrolled and your accounts have been established. See flyers below for additional details.

□ Established for groups who are paperless, sports teams, groups without a established home or would like their families to order online. Site is Controlled by your Scrip Coordinator. See flyers below for additional details.

□ Email Excel Order Form (available in the download library of portal)

▪ Tally your individual orders into one total order.

▪ Right click on the Email Excel Order Form and save it to your desktop. We recommend saving the order form at least once a month to stay updated.

▪ Open the Email Excel File and enter your school information at the top.

▪ Enter the number of each certificate needed and then compile the order

▪ Save as an excel file (a file name including the date and group name is helpful)

▪ Email that file to orders@

▪ Please include your Group Name in the Subject line of your email.

□ Other Methods

▪ MSWord Order Form (available in the download library of our website and at the end of this section)

• Tally your individual orders into one total order.

• Open the MSWord Order Form and enter your school information at the top. It is possible to enter this information one time and save the file to your computer for future use.

• Enter the information requested for each certificate.

• Save this file (a file name including the date is helpful)

• Email that file to orders@

• Your Group name MUST be in the subject line of your email.

▪ Fax, Mail, Handwritten Orders

• Tally your individual orders into one total order.

• Write/type your group information in the Fax Order Form (available online in the download library)

• Write/type the Quantity needed, ITEM CODE and Certificate Description for each certificate needed.

• Email/Mail/Fax your order to UnitedScrip.

• If Faxing Your Order, you must follow-up with a confirmation call verifying that we received your fax.

Faxed and Handwritten orders are often difficult to read, resulting in possible mistakes. Please use appropriate forms when using this method.

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UnitedScrip Shipping Schedule

UnitedScrip is located in South Carolina (Gold Area) and ships UPS.  Please refer to chart for the expected shipping times and to determine how you would like your packages shipped to your Group or Organization. Special Rates will apply for Next Day Service. Remember, UnitedScrip ships out your order no latter than 5 p.m. next day if received before 1 p.m.

← Ground Rate $7.00 to School or Business

← Residence $7.50

← 2nd Day Air A.M. Letter $12.50 (if available)

← 2nd Day Air By End of Day Letter $10.50

← Over Night A.M. Letter $14.00 - $16.00 DEPENDING ON AREA.

← Next Day AirSaver Letter $10.00 - $14.00 by Quote

← All packages require a signature for release from shipper.

Packages & Boxes can cost more if shipped air. Please call and we will gladly give you a quote.

Please note that these rates reflect actual shipping costs to UnitedScrip. It is not our intention to profit from shipping; we will gladly adjust if possible!

Helpful Hints and Procedures that you need to know!

➢ We always acknowledge your emailed order with a “Thank You for your order” email reply. If you do not receive this email, call to make sure your emailed order transmitted properly.

➢ If you fax an order, please call to make sure that we received it.

➢ After filling your order, you receive a PDF file invoice. Backorders are noted. Check the invoice for accuracy and call immediately if there is an error.

➢ At the end of the day, you will receive an email containing a UPS tracking number for your package. This email contains a direct link to the package-tracking site.

➢ For delayed packages, please contact UPS to receive information. To speak to an operator call 1.800.742.5877 (1.800.PICKUPS) OR for detailed information visit Enter your tracking number.

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1. What is UnitedScrip’s Policy on backorders?

UnitedScrip’s priority and goal is Zero Backorders! However, there will be times when backorders occur due to delays in shipping from vendors. If we do find ourselves in a Backorder situation, our policy is as follows:

➢ In some situations, we might be aware that a shipment is due the following day. If we can hold your order to fill completely and not interrupt your normal return schedule to parents, we will do so. We will need your schedule for this to work!

➢ We will place the backorder on a separate invoice and date it a week into the future so that we will not debit your account for the certificates until you receive them.

Having your contact information on record (Email address and phone number at school and home) is vital to making this system work!

TIP: *When you send your order via email, be sure to send a copy of the order to your residence. Be sure that we have an email address and phone number to contact someone after hours.

HOW CAN YOU HELP KEEP BACKORDERS TO A MINIMUM?

➢ During the busy Christmas season, large orders from groups often occur. If you have a member of your organization that has indicated that they are interested in ordering a specific item or a special order item for a specific dollar amount, please give us a call. We will order those items prior to your actual order so that the inventory is in-house, and we can avoid filling those items from our regular inventory, creating a backorder situation.

2. What are the shipping options?

➢ UnitedScrip ships all packages via UPS ground unless your organization requests a different method. Signature is required for all ground shipements. We can only ship orders that total less than $100 by regular mail. We are unable to track regular mail shipments and there is no recourse for UnitedScrip or your group if an order is lost.

3. How late can I send my order for same day shipping?

➢ UnitedScrip fills orders as received. Orders received from 8 a.m. - 2:00 p.m. (EST) are processed, filled, checked, packed and shipped the same day if possible and no later than 5 P.M. via UPS pick-up, by next day. These packages must reach the regional hub by 6:30 P.M.

*UnitedScrip will always strive to fill your order if possible, same day!

December Schedule

➢ Because of heavy volume from each group during the 3 weeks prior to Christmas, our schedule may change slightly to meet the high demand. In order to serve you better, we request that we receive orders by 1:00 p.m. to meet the 5 p.m. UPS pick-up deadline. Orders or Additions to orders received after 1:00 p.m. are processed and filled, in the order received, and ship if possible by 5 p.m.

Tip: Early orders have less backorders and assured same day shipping.

4. What if I want to add to my order?

➢ Additions to orders should arrive by the schedule above to guaranteed shipment with your original order. Please note in your email, phone or fax that the order is an addition. Please include original compilation number if possible, so that we can reference the new invoice number with your previous invoice number and if possible combine shipments to avoid extra postage costs.

➢ Following these times is especially critical at Christmas. UnitedScrip will fill the addition, in the order received. Placing an addition ahead of other orders may cause customers not to receive an order placed prior to the deadline.

5. What do I do if a family has problems with a gift certificate?

➢ UnitedScrip has produced a flyer for you to distribute to your families. (Parent Procedures Flyer) This flyer maps out the steps that they can take if there are problems with a certificate. If the purchaser cannot work out the problem on his own, please call UnitedScrip for further assistance.

6. Where can I find the latest news from UnitedScrip?

Please visit our group portal portal. At this site you will be able to download fliers and order forms, read the latest UnitedScrip news, update your ScripPro II software, and much more. The portal is our connection to you. We announce new certificates and the deletion of other certificates. Please visit the portal once a week to keep your organization updated

Payment Policies & Procedures

Our inventory is purchased one to two weeks in advance to meet our quick delivery time. It is essential to our operations that all invoices are paid in full upon receipt.

General Information

• All invoices are to be paid in full. Any credit for returned or exchanged certificates will be made to your account in the form of a credit memo.

• No new orders will be processed until we have received payment in full for the previous order.

• Direct any questions about your account or payments to our Accounts Receivable representative, Susan Bouchillon (susan@.)

• You must have a signed Payment Option Form on record with UnitedScrip. If you make a change in your payment option, a new form must be completed and returned to UnitedScrip. (Form is available in the download library of our website)

• UnitedScrip will provide a monthly statement of activity on your account. (similar to your bank statement) If you need additional statements, please contact our office.

ACH Payment Information

• The amount debited from your account will be a week’s total invoices minus any credits on your account.

• Orders placed on Friday, Monday and Tuesday process for debit as of 12 noon EST on Wednesday for debit Thursday. Orders placed on Wednesday and Thursday process for debit as of 12 noon on Friday for debit on Monday. If you have a question concerning a specific week’s debit, please contact our office before these deadlines.

• If any bank information changes, please notify UnitedScrip immediately. An updated ACH form will be required. (Form is available in the download library of our website)

Payment by Check

• Please mail your check upon receipt of your emailed invoice or with permission from UnitedScrip, no later than the day you receive your certificates. We will not deposit your check before receipt of your certificates.

• Your check should arrive no more than 3 days after you receive your certificates. If we consistently receive your payment after the 3 day limit, we will delay shipment of future orders until payment is received.

• Your payment should include your group name, contact person with phone number, and the invoice number(s) to which the check is to be applied.

Special Payment Circumstances

We are aware that with many volunteer organizations, there are times for exceptions to the above payment options. If neither of these options are available to your group, we will work with you to develop an acceptable solution. We ask that upon development of your payment plan, your group sign a Payment Agreement Form, confirming the terms of your payment plan.

Payment Options Form

Our inventory is purchased and paid in full one to two weeks in advance to ensure our overnight delivery time. We must receive payment promptly to ensure the availability of certificates and provide you the best possible service in filling your order. We offer two payment options, ACH Debiting and Payment by Check. We strongly encourage each group to participate in our ACH Plan, asking that you choose the Payment by Check method only if your organization has a policy that prohibits automatic debits. Each option is discussed in detail below.

• ACH Debiting - We will debit accounts once a week for outstanding invoices through Automated Clearing House (ACH). ACH Debits will be executed each Friday. If you choose this option, please complete an ACH form and attach a voided check. This may be faxed to us for initial approval, but a hard copy must be received by UnitedScrip.

• Payment by Check – When we receive your order, we will fill it and send an invoice to you via email (same day). We will also place a hard copy in with your order, which should arrive the next day. Place a check in the mail when you receive our invoice. We will not deposit your check before you receive your order. This will ensure our ability to fill your future orders. Please note: We will not ship your next order until we have received payment.

We choose the following payment option:

|Payment by ACH Debit | |

|Payment by Check | |

| | |

|Group Name: |Date: |

|      |      |

|Coordinator’s Signature: | |

Back Order Policy

There will occasionally be times that we are out of stock of a certificate. In those times, we have two choices for your order. They are as follows:

• Back-order – Our policy is to move all back-ordered items to a new invoice, dated the following week and send them with your next order. Again, you will not be charged for any items not shipped. If you need them sooner, there will be a small charge for shipping.

• Zeroing – we will remove those certificates from your order (you will not be charged for these). You will need to reorder those certificates with your next order if they are still needed.

Please indicate your choice below. We will use this decision on all orders unless specific instructions stating otherwise accompany an order. If at any time you wish to change your preference, an updated form will be required.

We prefer all unavailable certificates be:

|Zeroed on all invoices | |

|Backordered & | |

|Shipped with next order | |

| | |

|Group Name: |Date: |

|      |      |

|Coordinator’s Signature: | |



Our website is your up-to-date link to UnitedScrip. Register on our Group Portal Page at portal. Email us (info@) that you have registered. We will open the entire site for you. From here you can access your own personal reference section, full of the latest news from UnitedScrip, software and order form updates, along with many other helpful tools.

Pages to Visit at portal

• News Update Page – Surf here to get up-to-date changes and additions to our certificates, policy changes, and dates for upcoming events in your area.

• Download Library – This page contains our order forms, flyers, promotional materials, initial paperwork documents, and Vendor information. The Order Form Creator allows you to customize the order forms to fit the needs of your group. We are consistently adding files here to support your program. All the files here are available for you to download to your computer. Many of them are easy to customize for your group.

Several of the files are Acrobat form. If you need Adobe Reader, please visit the Order Form section, look for the “Need Adobe Acrobat” line. Click on that line to go to Adobe’s website. Follow the instructions there to download Adobe Reader to your computer.

• Discussions Page – Visit this page to share ideas, discuss problems and pose questions with in the UnitedScrip web community.

• Software Page – Come here to download the latest version of ScripPro II. This page also has tutorials on many aspects of ScripPro II as well as the software manual. You can also post questions to our Technical staff.

• Latest Certificates Page – This page is an in-depth look at our latest certificate additions.

• Newsletter Page – Visit this page to view our latest newsletter. Take time to visit past issues for campaign and flyer ideas.

Welcoming



 

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Into the UnitedScrip Family

Of Support for your Organization.

In our continuing efforts to provide you with the tools necessary to make your ordering process hassle free, we have opened a new site dedicated to your orders.

  will allow your organization to order and track the progress of your order as it proceeds through our system and ships.  Your package is tractable from your Order Status Page linked directly to the UPS tracking site.

If you currently fax, phone or just want to place your order online, give us a call to establish your account Id.

Email us @ info@

Phone 1.864.653.7300

UnitedScrip

Presents

Online shopping opportunities for your Group Members



• Your participants will be able to order any time of the day or night, 24/7.

• The scrip coordinator receives an email each time an order is place.

• Group manages orders, records, reports and software on line.

• Compiled orders are automatically emailed to UnitedScrip.

• The scrip coordinator receives the order, divides and distributes the certificates to the participants. Payment and profit still flows through group.

Use as a communications center for your group.

Special features include:

➢ One email can communicate to all of your participants. You can remind or notify members when orders due or arrive, delays, canceled events, or payments due.

➢ You can create a calendar to post schedules and upcoming events.

➢ Create a personalized online shopping list.

➢ View campaigns, profits by group or team.

UnitedScrip can provide two informational flyers about :

← The Group Leader Flyer helps your organization set up for your families. Your coordinator will need to call UnitedScrip to register. We will be happy to answer any questions and offer suggestions at that time.

← The New User Flyer is sent to your participants to introduce the site and how to enter and order. You will need to take a moment to decide your compiling and certificate distribution schedule. Insert your schedule in the flyer. You will also need your group ID from UnitedScrip to insert in the “To Place an Order” section of the flyer.

GroupZone Leader Information

• Log on to and register

• Obtain your Group ID by calling UnitedScrip at 864-653-7300. Tell the operator that you are the coordinator for the group, so that you can be given permission to set up your group. If you obtain certificates from another supplier in addition to UnitedScrip, ask the operator to give your group permission to add local certificates. The operator will tell you the maximum number of certificates that you are allowed to add to your ScripZone order form.

• Log on to group. Use your email and password to login.

• Click on CAMPAIGN MANAGEMENT. Click CAMPAIGN. Go to the Add Campaign section. Name your campaign. If your organization receives 100% of the profit, click ADD and you are done. If your organization splits the profit with the classrooms or families (with no required minimum), enter “0” in the required minimum and enter the splits in the areas for after meeting the required minimum. If your organization requires a minimum, enter the amount and fill in all of the fields. If needed, you may set up more than one campaign. Click ADD when you are finished.

• Click on the TEAM tab at the top of the page. Every organization must have at least one team. If you will have classroom competitions, you will want to create a team for each classroom. Click ADD NEW TEAM. Name the team and fill in other necessary fields. Select a campaign. Click SAVE. Continue to add any teams needed.

• If you obtain certificates from another supplier, click on the CERTIFICATES tab at the top of the page. Fill in the fields under ADD LOCAL CERTIFICATES. Click ADD and continue until you have added all of your certificates.

• ScripZone is now set up for your families to begin ordering.

Additional Information to make ScripZone more unique to your organization

EVENTS tab— this section allows you to place any event that your organization plans on the calendar. Your families will be able to click on Events to keep informed.

MESSAGES tab—this section allows you to send emails to your families, individual teams, or UnitedScrip.

ORDERS tab— the most important section for you as the group leader. This section allows you to view the orders that have been placed (pending). In order to compile the orders to send to UnitedScrip, click PENDING ORDERS. When you click COMPILE ORDER at the bottom of the page the order is automatically sent to UnitedScrip.

REPORTS tab—this section will allow you to create reports about Teams, Categories, Campaigns, Local Certificates, UnitedScrip and Maintenance.



New MemberZone Information

Now you can order any time of the day or night!

To begin, log on to . Click on “you need to Register here”. Fill out the registration information. ScripZone will immediately email you a password. You are now ready to begin ordering.

To Place an Order

Log on to . Click on the link “Place an order”. A screen will appear asking you to join a group. Type in (Add your Group Name Here) and click “Join Group”. (Add your Group Name Here) will appear and you will click on “Select Group”. A new screen will appear asking you to select a team. You click on the “Select Team” button of your classroom/team/organization. Now the screen appears that allows you to order. You will only need to join a group the first time that you order. You will need to select a team each time you place an order.

To Order Certificates

Choose the certificate category, profit percent, certificate name, or ID number and click on “Search Certificate”.

OR

Search for certificates alphabetically by scrolling to the bottom of the screen. You will see the letters of the alphabet listed. Click on the beginning letter of the certificate. There may be more than one page of certificates per letter of the alphabet. You will find these page numbers listed under the letters of the alphabet. For example, to order Burger King, you would click on “B” and then “2”.

After locating the certificate, fill in the quantity to be ordered and check the box “Select to Cart”. When all certificates needed on the current page are selected, click “Add to Cart”. The certificates located in your cart will appear and you may choose to “Continue shopping” or “Check Out”. When the new screen appears, click “Process Order”. The ordering is complete.

Receiving the Order

Every (choose your date to compile and place here), I will compile all of the orders placed the previous week. I will bring the orders to the (insert designated place /date or day) and you can give your check to (insert designated person). No orders will be released until payment is received.

Other Benefits of this Website

Under the “Home” tab, click on the “Events” line and then select your group. A calendar will pop up that allows you to see the plans of the (insert name). I will do my best to keep this updated so that you can stay informed. If you have notes to add, please inform me in adequate time to post.

To Change Your Password

Under the “Home” tab, click on “My Profile”. There is a link that allows you to change your password. There is another link to change contact information.

This flyer is to allow you to begin ordering Scrip.

More information and explanations will follow.

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ScripPro II Installation CD

To Install ScripPro II:

• Load the CD into your CD drive

• If your computer does not pull up a window for the CD, open “My Computer” in Windows.

• Choose your CD drive

• Double click the “Setup” file.

• Answer the questions asked by the installation wizard

• When you are finished, you will find a shortcut on your desktop for ScripPro II.

What is on the CD?

This CD contains helpful information about UnitedScrip and tools for use in running your program. It contains 3 main Sections:

• UnitedScrip Documents – files that will aid you as you begin.

• Presentations – contains a presentation from our president that can be used for introducing the program to your board or parents.

• Training – in-depth training and tutorials about ScripPro II, along with a ScripPro II software manual.

Below is a list of the documents available for your use:

• ScripPro II manual

• Invoice Verification Form

• Scrip Survey

• Campaigns

• Compute Potential Profit

• Introduction Newsletter

• “Why Scrip Works” Letter

• Does Scrip Really Work?

• Why UnitedScrip Began

• UnitedScrip FAQ

Make sure to visit the group portal at for other tools and forms for your program.

ScripPro II Tutorials

Contents

HOW TO LISTEN TO A TUTORIAL AND WORK IN SCRIPPRO

INTRODUCTION

SCHOOL/CLUB INFORMATION

SETTING UP YOUR CAMPAIGN (Step 1)

ENTERING CLASSROOMS/TEAMS (Step 2)

LOADING FAMILY DATA (Step 3)

ORDERS

ENTER ORDERS

COMPILE AN ORDER/ EDITING ORDERS

INVENTORY ORDERS

CERTIFICATES – DELETING, EDITING, & CREATING NEW

CLEARING DATA AND STARTING A NEW PROGRAM

SENDING COMPILED ORDERS THAT CONTAIN ORDERS FROM

INVENTORY

MOVING DATA FROM ONE COMPUTER TO ANOTHER

REPORTS

How to Introduce Scrip to Your Group

Scrip Introduction Meeting

• Introduction Ask the leader of your group to introduce you. Ask the person introducing you to make some general positive comments about this exciting scrip program. Once introduced, tell your audience how pleased you are to share this exciting news. Smile. Share your enthusiasm!

• What is Scrip? Bring a few certificate samples to show your audience. Some people have the misconception that scrip certificates are something that they will have trouble redeeming. This reassures them by showing them that the certificates are identical to gift cards that they buy at the store.

o Explain the basic concept behind scrip:

▪ The retailers sell the certificates at a discount

▪ Families buy the certificates at full face value and redeem them for full face value

▪ Your organization gets the difference as revenue

It is common for people to wonder “what’s the catch?” The catch – if there is one – is that you have to plan your purchases a little bit. That’s it!

• How much can we earn? A dramatic way to show the power of scrip is through audience participation. Working with a PowerPoint Presentation (available on line) or a Slide projector or blackboard, ask for input using the following questions as guidelines:

o “How many of you spend at least $75 a week on groceries?”

o “How many of you spend $50 a month on clothing?”

o “How many of you spend $25 a week on gasoline?”

o “How many of you spend $50 a month dining out?”

As you are discussing these typical spending patterns, jot them on your blackboard. Total them up and write the sum on the board. After you’ve written down the total, ask your audience if they think these numbers are reasonable. Use $ amounts that apply to our group. Now, convert the weekly expenditures to monthly expenditures. Your black board should look something like this:

Food $75/week x 4 = $300/month

Clothing $50/month

Gas $25/week x 4= $100/month

Dining out $50/month

Total $500/month x 12 months= $6000/year

Now write a great big “5%” on your blackboard. That’s the average portion of each scrip purchase that is earned by an organization with every scrip purchase. So, an average family, using these modest spending levels, would earn $300 each year for their non-profit organization. A family that works at the program by focusing their spending on scrip participating retailers can earn much more! With 75 families you can expect

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• What will happen to the proceeds? Every non-profit organization uses their scrip proceeds differently. Make sure your families know how your non-profit will use the scrip program proceeds. We have found that the programs that have the greatest participation are groups that give the families a reason for using the program, and the best motivation is something that they feel will benefit their child directly in some way, or their family. See Tuition Reimbursement Plan, available upon request or online.

• Your Organization’s Scrip Program Hand out whatever introduction materials, flyers or newsletters that you have explaining your scrip program. We have several options available online to assist you. Go over the specifics of your program: Ordering schedule, and pick up schedule..

• Questions and Answers People will have plenty of questions, so allow plenty of time. Answer each question patiently. You may have to explain the program again in simple terms.

• Scrip program retailers: Hand out the Vendor List brochure. Point out some highlights. Emphasize the wide choice of retailers; point out some of the higher discounts. Also, use this opportunity to remind families that these merchants are doing something very generous for your organization. Ask them to show their appreciation by sending their shopping dollars to the retailers that support your organization!

Some general suggestions for an effective presentation

• Use visual aids whenever possible. That includes scrip samples, your blackboard, form samples, etc. Gather shopping bags from vendors and use as a table display, grocery bags with groceries, etc.

• If you have any families that have used scrip before, ask them to share their experiences with the group and tell others how easy scrip is and how well it works.

• Be enthusiastic and be positive. Your attitude is infectious.

• Be brief and respect your audience’s time. Don’t hand out your retailer list until the latter part of the program. Your audience is eager to see it, and once you hand it out they’ll read the list and not pay attention!

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POLICY

&

PROCEDURE

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ENROLLMENT

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ACH Form

ATTACH VOIDED CHECK HERE.

YOU CAN FAX THIS FORM FOR INITIAL APPROVAL

BUT AN ORGINAL COPY IS REQUIRED BY MAIL.

Saving

Checking

Program Coordinator (Print):

Program Coordinator (Signature):

Date:

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