eBudde is the online order tracking tool used during the Cookie

Transcription

eBudde is the online order tracking tool used during the Cookie
eBudde is the online order tracking tool used during the Cookie Program. The information contained in
this document outlines the main eBudde features for Service Unit Cookie Managers during the 2014 sale.
This manual will cover the following topics.
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Logging into eBudde
Dashboard Tab: Receiving Cookie Program information, updates and Service Unit overview
Contacts and Setting Tab
Troop Tab
Initial Order Tab
Delivery Tab
Transaction Tab
Rewards Tab
Reports Tab
How to log-in to eBudde:
 eBudde Login
 eBudde is open now, but the tab is locked until Dec. 1, the Girl Order tab until January 26
 Service Unit initial order must be submitted by Dec. 17 to earn the SU bonus.
 All users were imported from the 2014 season, but ALL passwords were changed!
 Initially the password and log-in is the same for everyone. Users will be required to change their password.
 Give your troops the new password as they complete the TPM Agreement and complete training.
 You will need to add new service unit and troop users. Users who are no longer using the system can be deleted.
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User Name:
email address
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Password:
6236@RahRah
What can you do here?
 Messages: Read important messages from Council
 Service Unit Checklist: lists your “to-do‟s” as a Service Unit Manager
 Troop Status: A quick look at the order status of your troops
 Calendar: A calendar of important sale dates for eBudde
 Rewards: A list of rewards and amount ordered for the 2015 sale
 Financial Status: A quick look at the financial status of your troops for the 2015 sale
Use the tabs across the top of the Dashboard to navigate eBudde. Descriptions of a few tabs are below. The rest
will be addressed throughout this document.
Click on the „Contacts‟ tab to edit or update your contact information:
 To get update information on the sale, please have at least one active email address listed.
 This is where you are able to edit your contact information and password.
 Click the „Email Branch‟ to send an email to your troops.
 Click „Edit Settings‟ to enter your Service Unit Cookie Team. Click the „Add to all seasons‟ to give them
access to data from previous sales.
 Click „Edit Message‟ to post a message to your troops on the Dashboard.
 Click „Edit Calendar Events‟ to add dates to your Troop‟s calendars on the Dashboard.
Adding/Editing a Troop:
 Click „Add a Troop‟ or click „Edit‟ next to an existing troop to change information for that troop.
 Please put at least one main contact with a valid email address for each troop.
 Click „update‟ when finished.
Unsubmitting an Order:
 If a troop submits an order or reward and you notice it doesn‟t look right, use the „Unsubmit Order‟ option.
 When you unsubmit an order the order can then be adjusted.
How to submit the neighbor order
 Review Troop Orders- quantities are in cases not packages.
 Make changes if necessary; you may need to unsubmit the troop order to do so.
 When it is completed, click the „Submit Order‟: you can only submit the neighborhood order once.
Please contact the Product Program Team if you make a mistake.
 Remember, troops must assign one package per girl selling for eBudde to calculate the Troop PGA and
be eligible for the initial order reward (Troop PGA 150 packages or more).
 Service Unit Bonus! Convince your troops to submit their orders early! SU who submit their order by
Dec. 17 will receive $150!
The „Delivery Tab‟ is used to see what time your troops have signed up for cookie delivery.
 Troops are assigned 10 minutes for every 200 cases of cookies they pick-up
o For example: a troop picking up 200 cases of cookies will have 2 time slots.
 Two troops are normally assigned per time slot.
 Delivery options can be changed, but must be done by the Product Program Team. Please email
productprogram@girlscoutsaz.org
 Cupboard pick-ups are recorded in the „Transaction Tab‟.
 Be sure to have your troops verify accuracy frequently.
 Please contact the Product Program Team, productprogram@girlscoutsaz.org if there are incorrect entries.
Troop to Troop Transfers will be important during the 2015 Cookies Now! season. Troops may transfer product to
any other troop (who can accept the cookies) in the Council.
 The troop transferring cookies out is responsible for entering the transaction into eBudde.
 Click „Add a Transaction‟.
 Change the 2 Party drop down to „troop‟.
 Change the drop down to indicate the correct troop number.
 Enter the cookies being transferred.
 In the Contact Info box, please include the name and contact information of the person that picked up the
cookies.
 Click „Okay‟.
 Click „Save‟.
Initial and Final Order:
Troop Product Managers are responsible for entering in the reward orders for their troop.
Troops with a troop per girl average of 150 or more earn a Happy Birthday Samoas t-shirt;
one per girl selling and one free adult shirt for a volunteer.
Three additional adult sized shirts may be purchased for $6.00 each through eBudde. Troops will be ACHed for
the shirts on January 30. ALL SHIRTS must be entered into eBudde. There will not be additional shirts at Council.
Council will only order what has been submitted through eBudde.
Troops who do not submit their t-shirt order at initial order reward submission forfeit the reward. .
Service Unit Managers monitor the entry of reward orders and submit the entire Service Unit reward order
to Council.
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Click the ‘Fill Out’ button.
2.
Enter the address where the Service Unit rewards are sent to.
3.
Confirm that the information is correct.
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If the reward is incorrect, click on the girls name and edit.
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Click ‘Submit’ when the rewards are accurate.
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You can ONLY submit the reward order once. No changes can be made after clicking ‘Submit’
When Rewards Arrive:
 Take inventory of everything received. If anything is missing or if you receive an overage, call the Product
Program Team to report the discrepancy.
 Remember – we get billed for everything listed on the invoice. Please verify shipments immediately upon receipt.
 Divide rewards by troop and arrange a troop pick up schedule.
When Troops Pick Up Rewards :
 At the Service Unit level print a copy of the
or from the troop level print the reward page.
Use this information to distribute rewards.
 The SUCM and the TCM should count and recount the rewards.
 Both the SUCM and the TCM should sign on the front of the ebudde print out.
 Once the paperwork has been signed the TCM is confirming that she has received her troop‟s order in full and is
now responsible for the items listed.
The Reports tab allows you to generate multiple reports for your Service Unit. Many of these reports will help you fulfill
certain functions of the Cookie Program:
 Troop Pick-up Sheets: indicates the amount of cookies each troop is picking up at delivery.
 Incentive Summaries: indicates incentives ordered for each troop/girl.
 Troop Proceeds Summary: indicates the proceeds earned for each troop and other financial information.

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