Getting your Order Ready
FIRST Make sure all Sellers/Parents understand the 3 Easy Steps to submit their Seller’s order.
Step #1 Each Seller/Parent needs to add up the total quantity of each item ordered on the Order Form.
Step #2 Transfer the total quantity of each item ordered onto the Envelope.
Step #3 Enclose TOTAL AMOUNT DUE in that envelope and send in to Sponsor
by the sale “Cut-Off” date
That’s it for the Sellers/Parents! You will notify the Sellers/Parents once you have
the confirmed delivery date after you place your group’s Total Order.
THEN You need to compile all of your Sellers’ envelopes to create your group’s Total Order.
You will then be ready to enter your order (or orders) into the system.
Placing An Order
Thank you for your order. Please take a moment to review and make sure your order is complete and it includes enough products to cover all of your needs. If you need to place another order after your delivery, it’s possible you may be subject to a $100 service fee for a new delivery.
THEN Submit your Order. There are three ordering options for you to submit your group’s total order.
Option #1 – ENTER YOUR SALE ON THE COMPANY WEBSITE (www.fundraisingmanager.com)
ORDERING OPTION #1: ENTER YOUR SALE ON THE COMPANY WEBSITE
1. Enter each envelope into our online computer system. Details, instructions and login information can be
found online at www.joecorbi.com/welcomepbu. If you enter the envelope details directly into our site
you will have access to reports that will help you to organize your sale and delivery.
2. Click on Sponsor Order System and enter your username and password (the user name and password will be emailed to you directly from our system. Everything is case sensitive, so copy and paste what is in your email).
3. Click on Orders then All Orders. Click the blue create order button.
4. Choose order type standard and then choose your presale name from the drop down menu. Then choose
your pack type PBU and click the green create button. If the delivery information is not correct you will have
a chance to update on the next screen.
5. In the edit order section please make sure you have your requested delivery date. Reminder that this date
is not promised. Traffic will contact you to setup the delivery date and time. Click the save button once you
have edited each section.
6. Click the blue button “Add Group Leader”. Enter your first and last name.
7. Now you can add each seller individually. At the bottom of the envelope enter in the total number of units
sold and then the total dollar amount they say they collected. Enter the first and last name of the seller. Then
enter the total number of expected units and total expected dollar amount. Enter the brochure code for each
item. If the completed order has a variance, meaning when the total dollar amount or the total units ordered
does not match it will appear in red.
8. To add another seller click the Save and Add Seller button. If your order is complete click the Save and Close
9. Review the “ship to” information. Make sure the information is correct for the place where the product order
is being sent in the ship to section.
Once you hit “Submit” you CANNOT add onto the order. MAKE SURE YOU HAVE ENTERED YOUR COMPLETE
ORDER BEFORE YOU HIT “SUBMIT”. ANY LATE ORDERS WILL BE TREATED AS A NEW SALE (Profit and
Delivery will be based on the new order quantity, etc.)
Once you submit your order, if the total due on the invoice is shown, it will need to be adjusted. The computer
automatically figures the lowest profit margin when orders are submitted. It will take a day or so to come up with
the correct amount that you will need to pay the driver at delivery.
If you have any questions about inputting your sale, please call 1.888.526.7247 during business hours.
Option #2 – CALL IN YOUR ORDER
Enter all your envelopes onto:
Call in your total quantity needed of each item to: 1-888-526-7247, select option 2
MAKE SURE YOU HAVE CALLED IN YOUR COMPLETE ORDER. ANY LATE ORDERS WILL BE TREATED AS A
NEW SALE (Profit and Delivery will be based on the new order quantity, etc.)
Note: Only the Sponsor name listed for this sale can call in your order totals.
Alert your Representative if someone else will be calling in your order.
Option #3 – Digital Options
EMAILING YOUR TALLY SHEET
Complete your E-Tally form for your group. Here is a link to:
Attach the completed E-Tally sheet for your group to an email for email@example.com. Please allow 24 hours for your order to be entered. You will receive a return email once your order has been processed. Orders must be in the FRM system every Friday by noon.
DIGITAL ORDER TALLY FORM
Use the one of the E-Tally’s.
Click on the clipboard below and enter in the order totals for your entire group. Please allow 24 hours for your order to be entered. You will receive a return email once your order has been processed. Orders must be in the FRM system every Friday by noon.