Onboarding 101: Paying with a Purchase Order

The following instructions are a continuation of steps 1-6 from Onboarding 101: I want to bring Emily's Hope to my District/School. 

7. Please upload your Purchase Order to the onboarding form or email it to contact@emilyshopeedu.org. 

   A few notes: 

   If you are uploading your Purchase Order now, ensure it has all of the required information. 

   If you are choosing to email it to us later, you must still complete the onboarding form. 

   If you ARE NOT tax-exempt: Please DO NOT upload your Purchase Order. We will confirm if you owe any sales tax and follow up with the PO instructions within 2-5 business days.

8. Enter your shipping and billing addresses.
9. You will be asked a few questions about where you heard about the curriculum, and you have the opportunity to write any notes for our team. 

10. You must accept the terms and conditions for the use of the Emily's Hope Substance Use Prevention Curriculum. 

    If you are unable to accept any part of the terms or conditions, please contact our team. You can choose to check that you accept, and we will fix it after you email us, or click 'Save' to ensure you can go back and finish your enrollment form. 

11. The next step depends on your tax-exempt status and whether you uploaded your PO:
    1. If you ARE tax-exempt and have not yet uploaded a PO: You will receive an email from noreply@jotform.com with Purchase Order Instructions attached and your enrollment ID.
    2. If you ARE tax-exempt and already uploaded your PO: You will receive an email from noreply@jotform.com with your enrollment ID. We will verify your PO.
    3. If you ARE NOT tax-exempt: We will confirm if you owe any sales tax and will follow up with Purchase Order instructions in 2-5 business days.

12. To access lessons, you will need to enroll your educators in the Teacher Hub using this form and your enrollment ID, which can be found in your email. Fill out the form for each educator who will be teaching the curriculum. 

    If YOU are also teaching the curriculum, you will also need to submit your email address to this form.

13. Once we receive your Purchase Order, we will review it. Some new organizations may be subject to a credit review to approve the PO.
14. Once approved, we will ship your order and grant your educators access to the Teacher Hub.
15. Now it's time to get your educators started! You can send this help article to your staff, or follow it yourself if you will be teaching the curriculum.
16. We will issue an invoice once the order has shipped. Invoices will be emailed to the address on file. Payment terms are net 30.
17. Please mail your check to:
    Emily's Hope
    Accounts Receivable
    221 S. Phillips Ave., Suite 203
    Sioux Falls, SD 57104

Please include the following on your Purchase Order: 

• PO Number
• Organization Name
• Organization Billing Address
• Email of Purchaser
• Telephone Number
• Shipping Address
• Vendor Payee information and address
• Order Number (see below - and we will email it to you)
• Itemized list of purchased items. Please include the following:
  • Grade
  • Enrollment
  • Preferred or Standard
  • Pricing
• Authorized Signature