Instruction Sheet

The following instructions are for the UCollect 2.0 in the WinUltra 2.0 and 2.2 program.  These instructions will not work with the UCollect 1.2 in WinUltra 1.2.

The following is the most up-to-date version of the instruction sheet for the group using the disk. Download the Word 2000 version here (last updated August 15, 2002).

Distributor Instructions for UCollect 2.0

Create a UCollect Disk

1. After a group has been tallied and reports ran, go to Data | Create UCollect Disk.
2. Select the group and click Open.
3. Select the floppy disk drive and click Accept.
4. Give disk and the following instruction sheet to the school.
   

Things to Note:

1. Please try a disk out on your own so that you understand how it works and can explain it to your groups.
2. Before giving a disk to a school, make sure that the information is okay on it. Go to Start | Run and type a:\ucollect and click OK. If there is something wrong with the disk, create a new one. You do not want to give your group a bad disk.
3. If your group has a problem with a disk, they are to call you first. It should be easy enough for them, but they are not to call QDP asking for assistance. You should be familiar enough with the program to answer most questions. If technical support is required, you may call QDP and give us the group’s information and we will call them to help.
4. Groups (and you) may access the UCollect page on our website at www.qdpcorp.com/techsupport/ucollect20.htm for assistance. These directions will be available there as well as a list of common problems as they become available. The most up-to-date instruction sheet is always available for download at the site mentioned above. It is in Microsoft Word 2000 format.

Group Instruction Sheet for UCollect

To Install the Program

1. Insert the disk and go to Start | Run.
2. Type a:\usetup and click OK.
3. Click Next on each screen to install the program. Click Finish when done.
4. Open the program by going to Start | Programs | WinUltra UCollect | WinUltra UCollect Program.

Using UCollect

When you open the program, you will see all of the sellers for the group listed in alphabetical order. You can change this view by using the first two menu options:

• By Seller: Lists all sellers in alphabetical order.
• By Class: All Classes: Lists sellers by class. All classes appear.
• By Class: Individual Classes: Lists one classes at a time. A drop-down box will appear above the grid. Select the class you want to view.

Entering Money Collected

1. Select the seller in the grid by clicking on the name and then clicking the Edit button.
2. A new screen will appear. In the grid in the upper left, click on the date field and type the date, check # and the amount turned in pressing Enter after each field.
3. Click Accept and Exit to return to the main screen.

Return/Add Product

1. Select the seller in the grid by clicking on the name and then clicking the Edit button.
2. In the grid at the bottom, type the quantity of items that were ordered, or enter a return by typing a ‘-‘ (minus) before the number. Press Enter after typing each quantity. The new totals will be reflected at the top of the screen.
3. Click Accept and Exit to return to the main screen.

Add a Seller

1. On the main screen, click the Add button.
2. Select the class from the drop-down box and press tab to enter the seller’s name.
3. Enter the Total Due for the seller and an Amount Collected.
4. Click Accept.

Delete a Seller

1. Select the seller you wish to delete by clicking on the name.
2. Click the Delete button. You will be asked to confirm.

Find a Seller

1. Click on the Find button and type the name of the seller you are searching for.
2. Click Find Next. If the seller is found the seller will be highlighted in the grid.

NOTE: Find is CaSe SeNsItIvE and the sellers name must be spelled correctly.

Printing Reports

1. Click the print button and choose from the following options:
   Complete Listing – lists all sellers in alphabetical order with the Total Due, Collected, and the Difference.
   Paid in Full – lists all sellers who have paid in full.
   Balance Due – lists all sellers who still owe money.
2. Click the Print button to send to the printer.