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Material Ordering Training
Fall 2010
AARP Tax Aide
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Objectives
• To give Tax-Aide volunteers one step ordering for all their Material
needs
– Make it easier and more flexible for volunteers to input materials orders
– There are 20,000 orders input per season (Oct-January)
• This continues the volunteer Portal strategy to give volunteers one
access point for everything they need
AARP Tax Aide
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Highlights
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7x24 access
Easy to navigate forms
Suggested minimum and maximum ordering per material type
Flexible address delivery and instructions
Email confirmation back to the volunteer
Electronic (email) delivery to fulfillment
Estimated order delivery dates
Only available through the Portal
No VMIS records or system administration needed
Available to all volunteers with a “Leader” defined title in VMIS
AARP Tax Aide
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Material Ordering
• Although online ordering is recommended for all AARP Tax-Aide
approved materials, existing procedures for ordering materials by
contacting Fulfillment by phone, email or fax remain available
• For the coming season, the online ordering system will include all
AARP approved materials, but NOT IRS materials (i.e., training and
site forms) which should continue to be ordered through existing
local procedures.
AARP Tax Aide
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Getting Started…
Log on to
https://volunteers.aarp.org
If you are a New User
and need to register
your Profile, click on
the “Register Now”
link on the Portal
homepage.
For subsequent visits,
you will use the
“Registered Already?”
link.
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Registration and System Access Click on “New Portal Users Register Here”
This screen will appear.
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Next, you’ll
be taken to
the “Profile
Created”
screen
confirming
your new
registration
has been
accepted.
To login to
the Portal
click
“Proceed to
Login” now.
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If you’re already
registered in the
Portal, as you enter
the Volunteer
homepage, click on
the “Already
Registered? Login
to Portal” link to
enter the Portal.
Many people who
already have
access to the
Recruitment
System will have
access to the
Portal for Material
Ordering.
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From here,
enter your
Login
information
and click
“Login” to
enter the
Portal.
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The tools available to you
on the Portal are all listed
under “My Preferences”.
By clicking on “Orders”,
you will be able to access
the materials ordering
form.
- Tax-Aide Order Form
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When placing an order,
enter all required
information (indicated
by a red asterisk), add
any additional
information, such as
special shipping
information.
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Further down on the
order form, there are
lists of materials to
choose from.
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If any required information is missing, an exclamation point will appear in that field.
By clicking on the exclamation point, you can view an explanation of what
information is needed in that field.
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After entering the
quantity you need, click
“Next” at the bottom of
the form.
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Be sure to review
your order and
make sure that
everything is
correct. If you need
to make changes,
you MUST use the
“Edit” button at the
bottom of the page.
DO NOT use your
browser’s “Back”
button.
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It is strongly
recommended that you
use the “Print Order
Button” on this page
BEFORE clicking
“Submit”. This will give
you a hard copy of your
order.
A copy of the order will
be sent to your email,
but no actual “order
confirmation” screen
appears.
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This is the screen you
will see once you click
“Submit” on the Order
Form.
Note that it provides an
estimated delivery date
and repopulates your
address in preparation
for another order. You
may also log out or
access other Portal
features.
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You will receive an email confirmation similar to what is shown below after you
submit a Materials Order. It lists your shipping information, what material you
ordered and the quantity.
From: [email protected] [[email protected]]
Sent: Tuesday, October 26, 2010 10:47 AM
To: Fulfillment
Cc: [Volunteer Name]
Subject: AARP Tax-Aide Order Form
Order Details
We have received your order. Please allow 10 to 14 days for delivery of the requested materials during the regular
ordering season (November through March) and 30 days during off season.
[Volunteer Name]
600 E Street
Washington, DC 20049 -0000
Email: [email protected]
Note: Material with bold quantity exceed suggested threshold
Administrative Material
Stock #
E234
Material
Expense Statement (Paper version)
Qty
99
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Extra Help
• There will be a copy of this presentation available on the Volunteer
Extranet in the near future
• Also available on the Extranet (www.aarp.org/tavolunteers):
– FAQ’s
– Support document with contact numbers and instructions for help
– Quickstart Guide
• Help is always available if you encounter any systems problems by
either emailing [email protected] or by calling 1-888-925-2002 or
contacting you Senior Field Support Associate
• For other requests, problems, questions or concerns, or if you feel
that the assistance provided by the Help Desk was not satisfactory,
please utilize the direct line to the National staff support by emailing
to [email protected]
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