Transcript Slide 1
Girl Order Instructions • The following is an example of how to enter Girl orders in the new Nut-E 2.0 system. • All of the products and incentives shown in this presentation are for demonstration only. They will NOT match your councils products and incentive choices. • For further details please refer to the 2010 manuals available online. • Just read everything in the yellow boxes and click to advance the screen. BEGIN Home Icon The home page is where you will find messages from your Council or Service Unit Manager. It is also where you will find recap sales and contact information. Troop Icon On this page Troops should verify all of their information. Note that the “Level” is now a drop box so please confirm that the correct level is selected. Also, if your Council offers the “Without Incentives” option that must be selected PRIOR to entering Girl Orders. Girl Order Icon Note the 4 step process listed in the Troop Order container. Step 1 - Enter number of Girls Registered and click “Save”. This will activate the green “Submit” button. Step 2 - Add girls to the system by clicking the “Add Girl Name” button. A pop up box will appear. Type in the name and click “Add Girl”. The girl will appear in the bottom container. You can continue to add all girls in the Troop before entering orders. Or you can add each girl as you are entering orders. Step 3 - Add Girl Orders by clicking the green plus icon. Type in the quantities for each item and keep tabbing until all items are filled. Click “Save” on either side of the “Product Order” container. Incentives will automatically calculate based on the girls order. Make selections as necessary and click “Save” on either side of the “Incentives Earned” container. If the girl’s order is complete just click “Yes” in the pop up box. The user will be taken back to the girl list. As you can see Mary’s totals have been added. Once all orders have been entered, the user should proceed to the final step. Step 4 - click the green “Submit Nut/Candy Order” button. Note: Girls and QSP items can still be added after you submit your Nut/Candy Order. All girl orders will LOCK after the Council submits their incentive order. The Council can decide whether to allowed Troop Special Orders. If they do, than that button will appear next to the Add Girl Name button. The user can enter quantities in the Troop Special Order and then click “Save” on either side of the container. Remember that incentives can also be ordered in the Troop Special Order. The Troop Special Order will appear under the grey “Girl Totals” row and will be highlighted in yellow. Girl Order Transfers After Ashdon Farms approves the Council Nut/Candy order, users will have access to the yellow “Transfer Product within Troop” button on the Girl Order page. FYI – If no Troop Special Order was allowed, one will automatically be created when making transfers. To make a transfer within the troop just select one of the three Transfer Types and then select a girl from the drop box. In this example we are transferring from the Troop Special into a girl order. The system will refresh and show the Troop Special quantities on top and the girl’s quantities on the bottom. Enter the quantities to transfer in the middle and click “Save” when done. Don’t forget to “Save” the recalculated incentives in the bottom container to complete the transfer. Note: If the Girl to Girl option is selected a pop up box will appear with additional instructions because you can not directly transfer from girl to girl. You must transfer into the Troop Special first. Bank Deposits If your Troop is allowed to enter deposits just click the Bank Deposit icon. A Bank Summary recap container will appear on the right. Click “Add Bank Deposit” to make a deposit. FYI – the “Add Bank Deposit” button will not appear if the Council has not given you access or if they have “Locked” everyone from deposits. Add the Transaction Date, select a Bank Account and add the Amount. The Transaction ID is optional. When done click “Save”. Deposit information will be recapped in the left container. Total Deposits will be subtracted from the Bank Summary information in the right container. Please note in this example that the Troop Proceeds are being deducted from the Monies Due which is incorrect. The Balance Due should be zero. We will be correcting that in the system. Reports Icon This page contains all reports as well as manuals and tutorials. The T2 – Nuts/Candy & Mags Report is especially helpful. If you have any problems opening PDF reports please update your system with the free Adobe Reader upgrade at the bottom of the page. Council Products Icon On this page you will find all the items your Council is offering as well as the selling price, proceed amounts and incentive levels. Thank you for using the Ashdon Farms System!