User Manual February 2016 – Version 1.0 Worldwide Printing Solutions For further assistance, please contact your nearest Worldwide Printing Solutions Centre.
Contents OPM3 INTRODUCTION
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What is OPM3?
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Computer Hardware Requirements
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Software Requirements
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Accessing OPM3
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INSIDE OPM3 - OVERVIEW
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The Home Page
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Folder Structure and Product Overview
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OPM3 - PLACING AN ORDER
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Placing an Order for a Static item
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Placing an Order for a Variable Item
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Reviewing Drafts
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Progressing the Order
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The Shopping Cart
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Choosing a Shipping Address
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Multi-Delivery
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Checkout – Order Summary
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OPM3 - UPDATING YOUR DETAILS
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OPM3 - YOUR ADDRESS BOOK
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ORDER HISTORY
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SIGN IN TO YOUR ACCOUNT
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GLOSSARY
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User Manual
OPM3 Introduction What is OPM3? An easy to use web-based solution that offers you the following ‘time saving’ benefits: • Save time organising print with 24/7 convenience. • Order print jobs with just a few mouse clicks. • Edit and proof variable aspects of your online artwork, instantly. • Upload recipient spreadsheets to create professionally printed personalised campaign postcards. • Order uniform items, promotional products and customised press advertisements for delivery directly to you. • Access an online resource library to find all of your company’s images and other files for instant download.
Computer Hardware Requirements • Windows • Apple Mac • iPhone • iPad • Android • Internet Connection
Software Requirements • Internet Explorer • FireFox • Safari • Google Chrome
• Plus...who knows what else in the future!
Accessing OPM3 You can access OPM3 via your unique company url: http://opm3.worldwide.com.au/<centre name>
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Inside OPM3 Overview The Home Page 1 Home Page – Returns you to the Home Page of OPM3. 2 My Account – View order history, edit your personal information and set addresses. 3 The Shopping Cart – Here is where you can choose item quantities, get prices for your items and then proceed to the checkout. 4 Drafts – This is where you can access drafts that you have been working on. 5 Help – If you are reading this, you may not need this link! 6 Sign Out – Leave the OPM3 site. 7 Directory – A list of products available to your store. 8 Welcome – Displays the name of the person who has logged in. 9 Search – Searches through your site for the identified keyword. 10 Main Window – This area can be utilised in order to further customise your site (costs apply). 1 2 3 4 5 6 8 9
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Folder Structure and Product View
Your available products are grouped and displayed in primary folders on the left hand side of the home page.
If there are multiple levels associated with a group of products, it will be identifiable by the + sign
Clicking on the + sign will expand the view revealing the sub-folders associated with your product selection.
This is the product view displaying a thumbnail of the available products within the primary folder. The products are displayed in this view as we have not drilled down into the sub-folders. By drilling down into the primary folder, this view displays the product sub-folders accordingly.
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Clicking on the sign will expand the view revealing the sub-folders associated with your product selection.
User Manual
Placing an Order On the Home Page, click on the ‘button’ relating to the type of item that you wish to order. Clicking the button will take you into a folder (similar to folders in Windows Explorer and many other computer applications). To make finding items easier, a folder may have additional subfolders. These subfolders will contain items that have been placed into categories. To explore the contents of a subfolder, simply click on the + symbol. Once you have found and opened the folder that you require, you’ll see one or more items available to order. In the view (as shown below), you will notice the relevant products available for selection.
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The products available in the selected folder.
2 Hover over an image and you can enlarge the image. 3 Displays the product title. 4 Provides a brief description of the product. 5 Order restrictions if set. 6 In the event of inventory items being sold out a note will appear. 7 Place order in order to continue.
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Placing an Order for a Static item A static item means that the item you are about to order is a non editable item â&#x20AC;&#x201C; information that appears within the design can not be altered. The preview you see is exactly what is going to be sent to the printer.
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1 A description of the product. 2 A thumbnail of the product. 3 Will allow you to view additional pages (if they exist). 4 Provides a pricing table. 5 Details the currency, GST & order restrictions. 6 Back to the previous page. 7 Continue to the next screen. Please Note: A static item will now take you to the approval page where you will select your quantity, confirm the proof and add to cart.
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Placing an Order for a Variable item A variable item means that the item you are about to order is an editable item – the information that appears within the design can be personalised with text and images. Meaning that one variable item can create, for example a personalised business card for two totally different people within an organisation. You can also preview the item to see exactly how it will look when sent to the printer. To order a variable item, you will need to locate the particular item. It is the same navigation process as locating a static item. Once you find a variable item to order, select it and click on the ‘place an order’ button. A new window will appear as per the static items, providing you with an overview of the product. Continue to the next step.
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1 You will notice these tabs on most of the variable items. These tabs will assist navigate between the various steps. You can move between steps/tabs at any stage. 2 The variable fields need to be filled in. 3 ’Refresh Preview’ will allow you to preview your item at any stage during the process. 4 If this is a multi-page document, you can preview the various pages as a thumbnail. [continued next page]
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Placing an Order for a Variable item (continued)
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5 Clicking on the image will open up a large preview. A Use this dropdown to change the proof size. B Use these to preview the additional pages (if available). 6 Save and continue will save the document to your drafts. 7 Next will take you to the next step. Please Note: You could use the tabs as discussed in step 1.
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Reviewing Drafts If you have saved a job they will appear in your drafts. 1
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1 Click on drafts. Please Note: The screen will potentially have 2 sections – a ‘Last Draft Orders’ and a ‘Saved Draft Orders’. The Last Draft Orders is an autosave feature that saves your last 3 drafts automatically. 2 Will delete the document. 3 Will return you to editing the document. 4 Will allow you to move a document from the last draft section to the saved draft section. 5 Clicking on a thumbnail will present a preview of the document.
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Progressing the Order The last stage of the ordering process prior to adding the product to the cart requires you to select the quantity required and approve the order.
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1 Select from the dropdown or enter the requires quantity. 2 Recalculate in order to account for any change in quantity. 3 Review your price breakdown. Please Note: Delivery costs and options will be calculated at checkout. 4 If required, click on â&#x20AC;&#x2DC;Show pricing tableâ&#x20AC;&#x2122; in order to expand the pricing associated with this product. 5 If required, you can view the proof again. 6 Once you have carefully checked the proof, confirm your accceptance by ticking the box. 7 Go back if required. 8 Add the product to your cart.
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The Shopping Cart If you have not chosen ‘Add to Cart’ do so now, or access the cart by clicking on the cart.
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1 Lists the items in your shopping cart. 2 List items you have saved but not yet processed. 3 Saves items – To check out later. 4 Allows you to edit the order (This item). 5 Clicking on a thumbnail will present a preview of the document. 6 Will move a saved item into your shopping cart. 7 Deletes the item. 8 Allows you to continue shopping – changes are saved. 9 Takes you to the checkout stage.
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Choosing a Shipping Address Once you click on ‘Checkout’, a new window will appear. This is where you can check the delivery address for the item you are currently ordering. Your default address will appear but you may decide to send this particular order, as a one off, to a different address or select addresses from your address book.
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1 Default address – You may decide to edit this and this alteration will only be valid for this order. 2 Select from ‘My Shipping Addresses’ – If you would like to choose a different address from a list of addresses you may have previously created. (See the section on “Your Address Book” toward the end of this manual for instructions on how to create addresses for repeat use) 3 Add – a one off delivery address just for this order. 4 Select the preferred delivery option. 5 Next – Once you have finalised a shipping address, click ‘Next’. Please Note: The system does not deal with multiple deliveries, unless enabled in your store. We will deal with this in the next section. Important – The shipping address that you nominate MUST be a PHYSICAL LOCATION (not a PO Box).
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Multi-Delivery The Multi-Delivery Function â&#x20AC;&#x201C; If enabled by your Worldwide Printing Solutions Centre, allows you to order a suite of products from your store and ship the products to multiple locations.
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1 When you are ready â&#x20AC;&#x201C; Checkout in order to assign delivery details.
[continued next page]
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Multi-Delivery [continued]
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1 Your order items are presented as a summary. 2 Select the â&#x20AC;&#x2DC;Send to multiple addressesâ&#x20AC;&#x2122; button.
[continued next page]
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Multi-Delivery [continued]
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1 You are presented with a list of existing addresses that you can use. 2 You can add a new address. 3 You can edit an existing address.
[continued next page]
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Multi-Delivery [continued]
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1 Select the addresses you want to send to.
[continued next page]
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Multi-Delivery [continued]
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1 Shows the total units available to be allocated. 2 Counts down the available units once allocated. 3 You will enter how many units are to be allocated to a particular assignee. 4 Select the address. Please Note: Only the address selected in the previous screen will appear. 5 Assign the items â&#x20AC;&#x201C; continue to process until all items have been assigned.
[continued next page]
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Multi-Delivery [continued]
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1 You need to assign all items prior to checking out. 2 A summary of your delivery is presented. 3 You can unassign and re-assign if required. 4 Next to continue.
[continued next page]
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Multi-Delivery [continued]
1 Select the required delivery service
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1 Check your order and checkout as per normal.
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Checkout – Order Summary Once you click on the ‘Next’ button, the ‘Checkout Order Summary Page’ appears.
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1 Product is correct. 2 Units ordered are correct. 3 Product pricing is correct. 4 The correct shipping and handling has been selected. 5 Select your payment method. 6 Checkout. Please Note: The various payment methods may vary depending on the arrangement you have with the relevant Worldwide Centre.
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OPM3 – Updating Your Details 1
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1 As an OPM3 customer with a user privilege, you can update your own details - just click on the ‘My Account’ button that is situated at the top centre of the OPM3 Home Page.
2 Once you have clicked on My Account, a new screen will appear. This screen holds the contact information about the user, which is most likely you. Click on ‘Personal Information’ and update your details. 3 Update details.
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OPM3 â&#x20AC;&#x201C; Your Address Book Your OPM3 access has been set up with a default delivery address. The means that when you order, the default address will appear. Your address book can hold different delivery addresses that you may want to use as an alternative to your default address.
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1 Delete an address. 2 Edit an address. 3 Add an address. Please Note: Once an address has been added, it will be available in the checkout process. Page 21
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Order History To track your order history, make sure you placed an order, or simply want to see all the items you’ve ordered for the whole year – use the order history function. Click on ‘My Account’ at the top of the screen, then click on ‘Order History
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1 Presents a list of orders placed. 2 Lists the orders received by date. Clicking on the order number will reveal the order. 3 Transaction receipt. 4 If you know the order number, enter the number here. 5 or apply an advanced search.
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Sign In to Your Account In order to access your OPM3 site, you will need your unique URL. Your URL is: opm3.worldwide.com.au/ . Your URL will take you to the login landing page.
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Please Note: These are mandatory fields.
1 I you are already a registered member, sign in. 2 If you are new to the store, you will need to create an account.
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Glossary Catalogue Collection of Templates containing Job designs from which the Print Buyer can choose in order to create an entirely new, unique Job. The templates themselves cannot be altered without Print Buyer Administrator permission. Check box Used for enabling or disabling a feature; can be selected or clear. Dialogue Box Windows that are accessed during the course of working with the system. Generally, these windows “float” on top of the main application window, and allow the user to carry out a limited number of activities. Dropdown box Used for choosing one of the options in the menu. The menu is opened by clicking on the dropdown box button. Flat Page Size The dimensions of a sheet of paper, before having been folded (as opposed to Job Page Size). GSM The unit of measurement for paper weight (grams per square meter). Information box Displays information to the user. Input box Usually used for typing in an entry; appears in a pane, panel or a sub-panel. Input or Text box Enables the user to enter data into the application. Job Page Size The dimensions of a sheet of paper, after having been folded (as opposed to Flat Page Size). Job Ticket Documents that specify the production and finishing materials and schedules as well as the delivery and pricing details. Operation button Used for carrying out various operations. Output Device Any machine that produces printed material. Page One side of a press sheet. Pane A large box, usually located on the left side of the window. Panel Part of a window; can contain sub-panels. PDF (Portable Document Format) The Adobe Acrobat file format that allows representing documents in a manner that is independent of the original application software, hardware and operating system that was used to create the documents. Print Buyer Any individual or organisation that purchases printed material produced by a printing facility. Print Buyer Side Press-sense iWay is a two-sided system that provides an open line of communication between the Print Provider and the Print Buyer. The Print Buyer Side refers to the Press-sense iWay interface that is viewed by the Print Buyer. Print Driver A feature that enables the users in the Print Buyer’s organization to print Jobs directly from their DTP applications, utilizing the standard Print dialogue box. Print Provider Individual or organization that produces printed material. Process Colours The four basic colours of ink used in process colour printing (Cyan, Magenta, Yellow and Black). Radio Button Used for choosing one option out of several - when one radio button in a group of buttons is selected, the others are cleared automatically; can be selected or clear; appears in a panel or a sub-panel. [continued next page]
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Glossary (continued) Run (length of run) The total number of copies ordered. Screen Refers to the entire monitor screen, including the operating system toolbars. Selective Upload An Extended Tools feature that allows the Print Buyer to create a Form Template from a PDF file, without the use of code or script. Spot Colours Special, pre-mixed colours that are used in addition to process colours, or in conjunction with Black. Sub-panel Part of a panel. Surcharge An additional charge that is levied (often as a percentage of the original charge) when extra demands are made to the printing process (i.e. Urgent and Express time printing). Template A Job file which has been saved in order to serve as the basis for the structure and general layout of future Jobs. URL (Uniform Resource Locator) Name scheme used to access Web documents or resources. User Any individual in the Print Provider and Print Buyer organization who is working with the iWay system. Variable Data Job A print Job that utilizes iWayâ&#x20AC;&#x2122; ability to incorporate Variable Data with the Jobâ&#x20AC;&#x2122;s content. Using printing technology unique to iWay, all Print Jobs can be personalized with text and images.
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