Maximizing OOF from CC for Efficient Ordering - Tips and Tricks

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Discussion Overview

This thread centers around the use of Outside Order Forms (OOF) from the Consultant Connection (CC) and the challenges and strategies associated with their use for efficient ordering. Participants share their experiences with the OOF, including issues with shipping tax calculations and the organization of host packets.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Exploratory

Main Points Raised

  • One participant, identifying as a consultant, mentions returning to the OOF from CC but encountering issues with the shipping box placement leading to short orders.
  • Another participant shares their experience of using a generic OOF to avoid issues with changing monthly specials and shipping tax calculations.
  • Several users note that in some states, shipping is taxable, which affects the total on the OOF from CC.
  • One participant discusses the idea of incentivizing complete contact information on OOFs by entering customers into a drawing.
  • Another participant mentions the importance of having full contact information for processing adjustments and how they communicate this to hosts.
  • Some participants express a preference for generic OOFs, citing ease of use and reduced risk of errors related to monthly specials.
  • One participant highlights the practice of printing specials on colored paper to ensure they accompany catalogs, rather than relying solely on the OOF.

Areas of Agreement / Disagreement

Views differ regarding the effectiveness of using the OOF from CC versus generic forms, as well as the handling of shipping tax issues. No clear consensus emerges on the best approach to using OOFs.

Contextual Notes

Participants share personal experiences and preferences regarding the use of OOFs, reflecting a variety of practices based on individual state tax laws and personal organizational strategies.

Who May Find This Useful

This discussion may be of interest to Pampered Chef consultants looking for insights on managing outside orders and navigating the complexities of order forms and shipping taxes.

etteluap70PC
Gold Member
Messages
3,657
Ok So I went back to using the OOF from CC. I Like that the monthly special is righ on there. I totally forgot that I stopped using them because the SH box is in the WRONG spot for my state. So all 10 of my orders from my Catty show are short .26!

Also any ideas on wording to add to OOF's to get all contact info. I have a few w/names only! These are usually the ones there are issues with.

Thanks for letting me vent!
 
etteluap70PC said:
Ok So I went back to using the OOF from CC. I Like that the monthly special is righ on there. I totally forgot that I stopped using them because the SH box is in the WRONG spot for my state. So all 10 of my orders from my Catty show are short .26!

Also any ideas on wording to add to OOF's to get all contact info. I have a few w/names only! These are usually the ones there are issues with.

Thanks for letting me vent!

I keep toying with the idea of attaching a note that says if there is complete info given, they will be entered into a special Outside Order Drawing....and then give away a SB or something.
 
How is in the wrong spot for YOUR state? Not following that>>
 
In some states, shipping is taxable. I think the OOF on CC has the shipping AFTER the tax is calculated, so the total would be short in those states.
 
chefann said:
In some states, shipping is taxable. I think the OOF on CC has the shipping AFTER the tax is calculated, so the total would be short in those states.

You can choose -- one has tax on shipping, the other does not.
 
I forget that- I use my own OOF. It doesn't have the pics of the specials, but I don't have to worry about having the right month in my host packs.
 
I use Ann's OOF - it's so much easier for making up host packets ahead, and last year I had a big snafu when a host had booked for May, but rescheduled for June - but at her show, a bunch of her outside orders were for HWC items. So now, I just use the generic one, and don't have to worry about changing dates or having the right OOF.....
 
  • Thread starter
  • #8
chefjeanine said:
You can choose -- one has tax on shipping, the other does not.

Hmmmmm I will have to Dbl check that


I Loved the generic ones from here but thought I would have better luck with the ones with the Guest specials on them.

Oh well Live and learn!
 
  • Thread starter
  • #9
Ok well I figured it out..... I should use the "greyscale" version. That one has the correct setup.

Thanks for letting me vent and helping to solve my problem!
 
I never even thought about making generic ones. When you do that, do you just leave it on the Host to make sure her outside orderers know about the Monthly Guest Special?
 
Drawing for complete info given........
ChefBeckyD said:
I keep toying with the idea of attaching a note that says if there is complete info given, they will be entered into a special Outside Order Drawing....and then give away a SB or something.

Ooooohhhh! I like that idea! I might have to try that!

Paulette, glad you found the other OOF on CC. I was going to tell you about that option. I have had to use the one that has tax on shipping for here in NC, but I have had catty shows in MA, where there is no tax on shipping.
 
PamperedChefDebi said:
I never even thought about making generic ones. When you do that, do you just leave it on the Host to make sure her outside orderers know about the Monthly Guest Special?


yes...I also use a generic that I got from here. Check under files.
 
I tell the host that I can't process orders w/o full contact information. I tell her why: because if there is a problem, I will need a phone number and an address in my PC program to process any adjustments.

If I don't get the info, then I don't do adjustments. I give the toll free phone number and let the guest handle it. I spend too much time with adjustments when I have the customer info.
 
chefann said:
In some states, shipping is taxable. I think the OOF on CC has the shipping AFTER the tax is calculated, so the total would be short in those states.

this might be a stupid question - especially since ive already done a bunch of shows ... but how do you know if your state taxes shipping??
 
Check the bottom of the receipts. It says something like, "Shipping and handling is taxable in all states except..."
PamperedChefDebi said:
I never even thought about making generic ones. When you do that, do you just leave it on the Host to make sure her outside orderers know about the Monthly Guest Special?
I print the specials on colored paper and shove one inside each catalog. Hopefully, they stay with the catalogs. I also put one extra one into the folder, behind the OOFs.
 
chefann said:
I print the specials on colored paper and shove one inside each catalog. Hopefully, they stay with the catalogs. I also put one extra one into the folder, behind the OOFs.

You don't feel that takes as much effort as customizing the OOFs each month?
 
chefann said:
Check the bottom of the receipts. It says something like, "Shipping and handling is taxable in all states except..."

It's also on CC under the Tax Rate Guide:

"Remember that there is no sales tax for the following states: Delaware, Montana, New Hampshire and Oregon, and, as such, will not be in the drop-down menu. Shipping and handling charges are taxable in all states except AK, DE, DC, IA, ID, IL, MA, MT, NH, OH, OK, OR, UT and WY."
 
You don't feel that takes as much effort as customizing the OOFs each month?
No, because I'd be printing them anyway. I don't think the pic on the OOF is big/clear enough, nor does it have product descriptions. I usually have generic host packs with me at shows, that have OOFs and no specials. Then I just mail the specials to the host with a note to put one inside each catalog.
 
chefann said:
No, because I'd be printing them anyway. I don't think the pic on the OOF is big/clear enough, nor does it have product descriptions. I usually have generic host packs with me at shows, that have OOFs and no specials. Then I just mail the specials to the host with a note to put one inside each catalog.


Hmmmm, definitely something I want to consider. Thanks!
 

Frequently Asked Questions

What is OOF in the context of Pampered Chef?

OOF stands for "Order on File," which refers to the process of keeping customer orders stored for easy access and efficient ordering. This allows consultants to quickly place orders for repeat customers or manage inventory effectively.

How can I maximize OOF from CC for efficient ordering?

To maximize OOF from CC (Consultant Connection), ensure that you regularly update customer profiles with their preferences and past orders. Utilize the tagging system to categorize customers based on their buying habits, and set reminders for follow-ups on their favorite products.

What are some tips for organizing customer orders in OOF?

Consider creating a spreadsheet or using a customer management tool to track orders. Group customers by their order frequency or product preferences. This organization helps you quickly access information when placing orders and can enhance your customer service.

How often should I review and update my OOF records?

It is advisable to review and update your OOF records at least once a month. This ensures that you have the most current information on customer preferences and order history, which can help you anticipate their needs and improve your sales strategy.

Can I use OOF for promotions and special offers?

Yes, using OOF can be a great way to target customers for promotions and special offers. By analyzing past orders, you can identify which customers might be interested in specific deals and reach out to them directly, increasing the likelihood of sales.

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