United Promotions ROES Instructions
 

PREPARATION:

 

-To start ROES go to www.upilab.com and click the ROES link
OR Click HERE to launch ROES
-Click OK to Tip of the Day and click on Stop Search if ROES is searching for images.
-Click My Information and enter:
Name, Email, State, Account Number, Tax Exempt (Wholesale Only, must complete NC Tax Exempt Form E-595E) and Telephone Number.
-To receive an Account Number, click on the View Order Status in Lab link located at the upper right corner of the screen. Then follow the instructions shown.
-To display your images, click Folder, navigate to your image folder, and highlight a folder or one image file in the folder; then click Open.

PRODUCT SELECTION & OPTIONS:

-Click on Sizes then click Show Sizes Palette.
-Select a catalog by clicking the Catalogs button (you can add products from one catalog only to an order).
-Select a product from the catalog by clicking on a Product Icon in the catalog window.
-The product is displayed in the left window.
-Click and drag an image to the left window.
-Rotate the image by clicking Rotate. Zoom in or out using the Zoom slider just below the image.
-Adjust the image position within the crop guide by clicking and dragging the image.
-If there is a text field, double click and highlight it to edit the text. If the text area is too small, place the cursor on the edge of the field (changes to a hand) and zoom in by double clicking  that area. Double click outside of the text area to return to normal zoom. The text will appear similiar on the actual product, check examples for the final text size.
-In the options window you can select a text color, fonts , background choices and the images can be Sepia or B&W for certain products as well. It will open a window for options if you select show options palette.
-The second row of buttons under the product allow you to Hold Crop, Hold Options, Hold Quantity, Hold Images, Lock Image, Crop or Fit, Auto Rotate or Show a Recticle over nodes.

PACKAGE ORDERS:

-If the Packager option has been enabled, click on the Sizes button. Then click Show my Packages (Contact customer service at 800-362-4441 for this option to be available).
-To design a new set of packages, Click on the Add Group button (second button) on the My Packages window.
-Enter a New Group name. (PROM) Then press Enter.
-Click on the Add Package button (first button) on the My Packages window.
-Enter a New Package name. (A) Then press Enter.
-To populate the new package select a Catalog then drag Products from the catalog to the Package Icon (you can add products from one catalog only to an order). Only standard units can be added to a package. You can select complex products as you add each subjects package.
-Click the Package Icon to view the contents of the Package and to change the quantities if necessary.  
-If the Package contents are not showing, click and drag the bar (up and down arrows) to the middle  of the My Packages window to expose the contents.

PLACE ORDER:

-After selecting a Catalog, click on a Product or a Package then drag an image to the left window.
-Change the quantity, if necessary.
-Adjust the Crop position and Zoom setting.
-Edit the Text. Then choose a Color and Font.
-Select any other available options such as Background Images, Borders, Mounts, Frames and Image Colors (color, b&w or sepia).
-Click Add to Order.

REVIEW/EDIT ORDER:

-Click Review Order any time to view a summary of the current order in process.
-Quantities can be adjusted.
-To edit an item, right-click on the image and select Edit. Click Save Changes when complete.
-To delete an item, right-click on the image and select Delete.

SEND ORDER:

-Click Review Order.
-Enter a Job ID. (A Daycare name, etc.)
-Select a Shipping Method.
-Enter a Shipping Address if it is different from the Billing Address.
-Enter Instructions as needed.
-Click Show Order to see a report of all prints ordered, you should print this for your records.
-Click Complete Order and then click Next to send the order via the Internet. Or click Save to Disk for alternate delivery.