Transcript Internet Ordering TrophyNut OrderSystem Troop by Girl Ordering TABLE OF CONTENTS General Information Log In Reviewing Troop Info Adding ACH Data Adding Girls Adding Girl Orders Assigning Orders Reviewing Troop.

Internet Ordering
TrophyNut OrderSystem
Troop by Girl Ordering
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TABLE OF CONTENTS
General Information
Log In
Reviewing Troop Info
Adding ACH Data
Adding Girls
Adding Girl Orders
Assigning Orders
Reviewing Troop Orders
Report
Delivery Ticket
Edit Order
Adding Magazine Data
Submitting Orders
Delivery Schedule
Payment Entry
Boothing
Troop Reports
Recognition Report
Final Report
Quick Search & Messages
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Page 5
Page 6
Page 8
Page 10
Page 12
Page 17
Page 20
Page 21
Page 23
Page 25
Page 26
Page 27
Page 28
Page 29
Page 31
Page 36
Page 37
Page 38
Page 39
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To access - Log on to
www.trophynutorders.com
This TrophyNut Order System Welcome
Screen will appear.
1. Click on the 2012-2013
Order System.
NOTE: You can also access the following from this
screen:
•Clip Art
•Nutrition Facts (click on the item and it will show you a
picture of the can or box and nutrition values)
•Link to www.nutsforknowledge.com
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To go back to
trophynutorders.com, click
Trophy Nut Order System
(TNOS)
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2. Then enter the User ID
(your email address) and the
Password that was provided
by Council and press enter
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Reviewing
Troop Info
Your Service Unit Fall Chair will add your
troop #, email, user ID, and password.
Optionally, they may enter your contact
information as well. When you log in for
the first time, check to make sure that all
data is correct.
To edit any data, click “Edit” (we will
cover the delivery site and time
information on a later page of this
manual).
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Reviewing
Troop Info
Edit any data that needs revising; you can
even customize your password if you
choose.
When finished editing, click “Update” to
save your changes.
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Adding ACH
Data
Add your troop’s ACH data (account #, routing
#). Click “Edit” in the ACH Account box
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Adding ACH
Data
Troop 401
Enter the name on the account (troop #),
the account number and routing number, as
printed on the check.
Be sure to double check your entries to ensure
your account info is accurate so there are no
issues processing your ACH Debit.
Then click “Save”.
(After you save, your account info will
convert to asterisks for security)
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Adding
Girls
To Add a Girl click
“Add”
Please make sure you enter this
information for accurate Reports!!!
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Adding
Girls
1. Enter the girl’s name (first and last name)
If this girl is participating in Online (Web)
Magazine sales, please check the box
2. Recognitions are automatically calculated based on
units sold; however, if the girl sent 12+ valid emails
through the QSP Online Program, the patch will
need to be manually entered (at the end of program,
see timeline in Troop guide)
3. Make sure to click “Add” at the
bottom of the page (you may have to
scroll down) to include this girl in your
troop list
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Adding Girl
Orders
Click “Orders” under Views
from the home page to place
Product Orders
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Adding Girl
Orders
Click “Add” to add an order (initial order for a
girl, initial booth sale order, allocate additional or
booth orders to a girl…)
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Adding Girl
Orders
To enter the Initial Order, select Initial Order. The troop number will already be selected. Select the Girl
from the drop down, then enter her age group (Daisy, Brownie, etc.). Finally, enter her product order.
NOTE: Gift of Caring is shown in TNOS as Care To Share. Also, if the girl’s name is not listed in the drop down menu, you
can “Add” her at this time. And remember: Each troop’s order should be in full cases (see page 20)
Enter the girl’s Direct Sale orders. Note: because of the way TNOS is programmed, you will need to double
the number of subscriptions sold to properly calculate the 2 units per subscription.
To order the Initial Booth Order, select it and enter the order.
Be sure to click “Add” when done entering (may need to scroll to bottom of screen).
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NOTE: once all girl orders are entered and the troop has submitted their order, it cannot be changed. Contact your SUFC
immediately so she can unsubmit your order. Pay attention to deadlines in your Troop Guide.
Adding Girl
Orders
A girl’s order can also be added by
selecting her from the list.
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Adding Girl
Orders
To enter a girl’s initial order, click on Order
Summary. The page will expand to reveal the “Add”
link (with orders entered, it will show those orders).
It will take you to same screen as shown on page 14).
Once you have entered the order and have clicked
“Add”, you will be returned to this screen.
Also on this page, you can view the Payment
Summary (click on the text, and the data will be
revealed); Choose Recognitions (for when you need
to enter that she earns the online patch), and view
what recognitions she has earned (based on Initial
and any additional sales).
If any changes are made, be sure to click “Update.”
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Assigning
Orders
Assigning Orders.
To assign additional product to a girl
(cupboard or booth), click “Add”. If you
notice later you have made an error in how
a product is allocated you can remove the
order and re-enter it (except during times
when troops are set to “read only”)
Note: once Council has submitted the Initial
Order, no changes can be made to a girl’s initial
order and this product cannot be re-allocated to
another girl, used in a troop to troop transfer, or
used in a cupboard exchange.
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Assigning
Orders
1.
Make sure Assign Booth/Cupboard
Orders is checked
2.
Choose Additional or Booth.
(Additional means the girl made the sale and is
financially responsible for the product. Booth
means that only the troop is financially
responsible.)
3.
Choose the girl that you are applying the
product to and then enter the items to
apply.
Note: you cannot allocate (assign) more than
the available units of each variety. Once
allocated, product cannot be
“unallocated” and assigned to another
girl, used for troop to troop transfers, or
exchanges at a cupboard.
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Assigning
Orders
Assigning Orders.
You will then see this screen which will show all
orders including assigned orders as well as any
units still not applied (allocated).
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Reviewing
Troop Orders
As a troop’s Initial Order needs to be ordered in
FULL CASES (a combination of the girls’ orders
plus any additional product ordered), there are two
ways you can determine how many more of each
variety to order to make it a full case. We refer to
this as “rounding up” (but, in some instances, it
may be “rounding down” to the nearest full case, the
additional items can then be picked up at a
cupboard).
The first option is by reviewing a report – select
“Reports” from the menu at left. The second option
is displaying the “Delivery Tickets,” also at the
menu at left.
First, viewing the Report…
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Reviewing
Troop Orders
Select the “Products Ordered By Troop” report.
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Reviewing
Troop Orders
1.
2.
Select “Combined” to get all product ordered by troop
Click “Run Report”
You will then see a list of your girls and their orders, by variety (If you entered
an initial booth order, you will see these as Unassigned Products. The grand
totals of each variety should be in multiples of 12 (12, 24, 36, etc.)
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Reviewing
Troop Orders
Or, by selecting “Delivery Tickets” from the menu at the
left, you will see this screen.
Select “By Troop” to get a delivery ticket for your troop
(you can also print one for each girl for when they pick
up from you).
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Reviewing
Troop Orders
This report will show you the cases ordered and how many
“extra” units have been ordered. “Extra” units shows ONLY
if there are cans in excess of a full case.
In this instance, the troop has 2 full cases of Butter Toffee
Peanuts, plus 3 additional cans. This troop will either want to
add 9 more cans of BTP to their order OR remove the 3 cans
from their order and pick them up later at the cupboard.
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Reviewing
Troop Orders
If you need to edit an existing order
click on the “Order ID” #
(Remember: once the Initial Order has been
submitted it cannot be edited (you can go back to
add magazine sales, however) – see page 26. Other
types of orders also cannot be edited once saved)
Cupboard Orders
Any orders that you pick up from a cupboard will be
listed here. In order for the recognitions to be chosen
automatically for the girls, these products including
any initial booth orders will have to be allocated
(applied) to the girls within a troop.
Cupboard orders are NOT entered by the troop, but by
the cupboard staff at the time of pick up.
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Adding
Magazine Data
Direct Sale (paper) magazine orders should be entered at the same time as you enter a girl’s Initial Nut Order (see
pages 12-16 of this manual, as well as your Troop Guide for deadlines).
(However, if you do not, you can come back to the girl’s initial order and add the data provided you have not clicked
“Submit Magazines” or that troops have been made “read only”).
Online (Web) magazine orders will be entered at the conclusion of the Fall Program, as per the deadline shown in your
Troop Guide’s timeline.
For both, select “Orders” from the Views menu, then select the girl whose order you need to enter. Select her Initial
Order Order ID# (allocated/assigned product all begins with a C, Initial Order does not).
Enter the number of magazines subscriptions sold and dollar amount of each. Note: because of the way TNOS is
programmed, you will need to double the number of subscriptions sold to properly calculate the 2 units per
subscription.
Be sure to click “Update” to save your entry.
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Submitting
Orders
There are two buttons at the top for Submitting Magazine and Product
Orders.
Do not use these buttons until you are sure you have entered ALL girl Initial Orders,
Initial Booth Order, and, after recording online (web) magazine sales, Magazine Order
information. Once these buttons are pressed, your troop will no longer be able to enter
orders (you can still assign/allocate nut product, though).
If for some reason this has been done prematurely, the service unit or council can
change the status of the troop (up until a deadline passes).
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Delivery
Schedule
Depending on how deliveries are
handled in your Service Unit, your
SU Fall Chair may have already
entered the location and time
information for you, or they may let
troops select their own times.
You can select the location and time
for your troop by going to your
Home screen and selecting “Edit”
and then selecting your location and
then a time (inset).
Click “Update” when done.
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Payment
Entry
2. Click here to add
new payment
1. Click on “Payments”
under Views from the
Troop “home” page
On this screen, too, you will see any girl
payments as well as any council
payments made.
Also, if a girls name is in bold, she still
owes the troop money. Put your cursor
over her name to find out how much.
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Payment
Entry
Record payments made by the
girl to the troop (only council
will record payments from the
troop to the council). Choose
Girl Payment from the drop
down box (it is the default
setting) and then choose the
girl.
Add the necessary payment
information including the
amount paid.
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Boothing
To select a booth site, click “Add”.
Remember, round 1 is “home SU”
only; your SU Fall Chair will
remove you from any booths outside
your Service Unit area.
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Boothing
Depending on your computer
settings, you may need to scroll to
the right to see all fields, as we have
in this sample. Select a location from
the first drop down, then a time
from the second… then click Submit
to reserve your booth site.
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Boothing
After you have submitted your booth
request, it will show on your
“home” page. You can then select
another booth (remember the limits per
round; see your Troop Guide).
If you need to remove yourself from
a selected booth, click “Remove” to
remove it from your schedule.
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Boothing
Among the various reports available to
view, print, or download in to Excel
is “Booths By Troop”.
By choosing this report, you will get a
list of all booths you have signed up
for.
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Boothing
Click “Run Report” to run the report. In this example, we had
only selected one booth, but you would see each that you
signed up for. You will want to bring a copy of this report to
each booth to have on hand.
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Troop
Reports
There are several reports beyond those already mentioned; let’s look at two of
them: “Recognitions Earned by Troop” and, for those who love data, the “Final
Report” …
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Troop
Reports
To generate the recognitions report, simply click Run Report. This shows you
what each girl earned (1 is earned, 0 is not earned) and, in the last row, how
many of each reward item you should receive from your Service Unit (Movie
tickets are not calculated by the system; council will determine if a troop’s PGA
meets the requirement).
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Troop
Reports
The Final Report for Troops will provide the number of units sold,
percent/item, retail cost, gross sales and total troop proceeds.
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Quick
Search &
Messages
Use this option to search for a Girl’s
Information, Troop Information or
Order Details
The Messaging feature allows you to
send messages to Troops/Girls
internally, the Troop leader will be
notified of a new message upon log-in
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Quick
Search &
Messages
Using the Quick Search option, you may
search for either a Girl or Order by
Number
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Quick
Search &
Messages
To compose a message, first click the
Compose button. A record of
messages sent/received will be added
above so you can keep track of what
and when you sent a message. Any
unread messages will be in bold until
opened.
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Quick
Search &
Messages
To compose a message, select from the
drop down menu whether you would
like this message to go to Council, to
your Service Unit, and/or a Troop or
Troops in your Service Unit, enter
your subject and message, and send!
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