Service Unit User Manual GSGLA Edition December 13, 2011
Contents
1. 5 Cookie Credit 6073 65 500 2011 Year Bar Butterfly Necklace BFF Kangaroo Plush Pair Reversible Shoulder Bag zz iLead T Shirt 0 500 1000 1500 2000 Shine Crystal Bead Bracelet Pkgs iLead Beach Towel Super Seller Patch Super Star Seller USB Wristband Super Star Seller Day at Camp Ju 100 Old Navy Gift Card 1 2 Off 2011 Camp Coupon Exp 8 3 E seg Nethook Computer 0 1000 2000 3000 4000 5000 6000 River Valleys Dream Team Recep Pkgs AmericanGirlDollCertificate amp Ev Flip Ultra Video Recorder Apple iPad Water Park of America getaway fo D Pkgs Sold D Goal Pkgs D Pkqs Sold B Goal Pkgs O ES CH EH CH E ORE ORI CH E CH E CH EH CH Ee RI Per Girl Average Goal and Current _ _ 80 70 60 50 40 30 20 Goal Current Status Page 14 Messages Messages from your council will be displayed here In addition if your council has an area level those messages will be displayed here as well Service Unit Checklist the service unit checklist includes items to do in eBudde but also can include council specific items Pending Troop Booth Requests Troops that have requested a local booth site will be listed here Troop Status This lists the troops in the service unit and how many packages they have ordered and if they have submitted their initial order The package count gets updated throughout the cookie sale Financial Status The financial totals for the ser2. Approved web browsers IBM Compatible Microsoft Internet Explorer version 7 0 and higher Firefox 3 0 and higher Macintosh Safari 2 0 4 and higher Camino 1 5 4 and higher and Firefox 3 0 and higher Approved computer specifications FireFox Internet Explorer Recommended Minimums 700 MHz Pentium 3 512MB RAM 1 0 GHz Pentium 3 512MB RAM Recommended Systems 1 0 GHz Pentium 4 1024MB RAM 1 5 GHz Pentium 4 1024MB RAM To verify your system specification go to Control Panel System The general tab will display your system information NOTE If your computer s performance is too slow we can recommend downloading of the Firefox browser This will increase your speed usually about 30 The download can be found at hitp www mozilla com The eBudde system uses Microsoft Excel for the printing of the reports If you have users that do not have the Microsoft Excel program a report viewer for IBM compatible systems can be downloaded from the following web address http www microsoft com download en details aspx displaylang en amp id 10 To download Adobe Acrobat use the following web address http get adobe com reader Page 3 NAVIGATING THE SYSTEM Add More The add more button allows you to enter in additional rows on deposits and additional cookie transactions You can activate this button by pressing the spacebar or clicking on it Enter Key The enter key is used to complete a row on a page It can
3. the box the system will print the entire form in color must have a color printer for you Troop Delivery Assignments This lists all the troops and their delivery station selection including site time and line if applicable Blank Troop Pickup Sheet This will print a pickup sheet with no information on it You can use this report as a fill in pickup sheet Troop Delivery Confirmation Prints the delivery confirmation form that is available on the troop delivery tab Troop Incentives Summary This report allows you to print an incentive summary for either the initial incentive order or the final incentive order Girl Incentives Summary this report prints the incentive summary showing every girl in the troop and the troop totals Troop Signup Detail This report show the troops in the service unit that have signed up for council booth sites SUCC or SUBC can use this report by leaving out any filters to see out of Service Unit troops who may have signed up for a boothing location in their SU in round one round one is Home SU only Troop Signup Recap This report lists all the troops in the service unit and their total number of signups Troop Booth Requests This report shows the requests that troops have made for booth sites not on the council site list Available Booth Sales This report shows all the booth slots that have not been taken Deposits This report will list all deposits debits for your serv
4. Order Type Initial order type is an option that may or may not be available as it is a council option If you have both types you may select which type you will be verifying and submitting to council Review Incentives Order This will create a report for the incentives that have been entered into the system This report can be saved and printed You MUST verify the accuracy of this report before proceeding If you need to make changes DO NOT make them on the report Go back to the troop incentive order form to make the changes generally changes will be sizes as everything else it calculated automatically Update Shipping Address The service unit must enter in the shipping contact name address This information is used by the bakery warehouse to ship the items to the service unit Page 36 Submit Incentives Order Once all troop incentive orders have been verified click the button This will send your verified incentives order to council The system will verify that you want to submit your order Once you have submitted your order you will not be able to make any changes only council will Microsoft Internet Explorer Page 37 Booth Sales Tab The booth sale tab is an optional tab that councils will provide for service units to be able to approve troop requests for booth sites that are not council sites You can also approve on the troop level however this allows you to view all your troop requests Troops reque
5. Password A forgotten password does not require a phone call Welcome to eBudde 4 2 with new features and functions to make the 2010 2011 Cookie Sale Season a success 2 Budde Member Log In Password By logging on am indicating my agreement with the terms and conditions of eBudde Log On Your username email address and password designate your level of access to eBudde amp If you have not been given a username and password please contact your council or volunteer product sales manager amp If you are an existing user and wish to update your contact info or change your email address and or password please fill in the boxes above and click here if you have forgotten your password fill in the email field and click here eBudde is provided as a service by Little Brownie Bakers and is intended for the sole use of their clients and staff Please read the End User License for any questions regarding the use of eBudde Page 8 All users have the ability to get their password If you forget your password key in your email address and press the Click Here link on the login page The system will verify that it has sent your password to your email address Click the Close Window button and you will be returned to the login page You will then receive and email from the system with your password Close Window Page 9 MENU BAR eLearning Manuals LittleBrownie com The Menu Bar provides add
6. also be used to complete a page when the page has only one button available on the page Tabs The tabs available on the page allow you to add change delete or view information These tabs are specific to the user access level Council users see the council tabs areas see the area tabs service units see the service unit tabs troops see the troop tabs Below is an example of the tabs To select a tab click anywhere on the tab Dashboard Tab Key The tab key is used to move from one box of information to another on all screens Page 4 SYSTEM ACCESS The eBudde system sends every new user an email with the following information e Web Address htips ebudde litilebrownie com e Email Address e Temporary Password We recommend you click the link in the email sent to you from the eBudde system and then in your browser add this web address to your Favorites for easier access Welcome to eBudde 4 2 with new features and functions to make the 2010 2011 Cookie Sale Season a success 2 Budde Member Log In Password O By logging on am indicating my agreement with the terms and conditions of eBudde Log On Your username email address and password designate your level of access to eBudde B if you have not been given a username and password please contact your council or volunteer product sales manager if you are an existing user and wish to update your contact info or change your email ad
7. instruct you to click File Save As to save the list of debits it saves as a web page you can view again when needed in Internet Explorer or other web browser You can also choose to print the report using the Print command of your browser software Page 35 Incentives Tab Incentive orders are entered at the girl or troop level The service unit role is to monitor the entry of incentive orders and submit the order to the council Your council may or may not designate that your council will have an initial incentive order Lemon Grove 673 Incentives Order Order Type initial Final To submit your incentives orderto the council follow Review Incentives Order these recommended steps 1 REVIEW your incentives order by using the button at right to launch the incentives report 2 MAKE CHANGES as needed by editing the individual troop incentive pages For reference you may leave the incentive order report open in Excel while making your changes DO NOT edit the open Excel file changing numbers in Excel will have no effect Then return here and if you wish run the report again to freshen its totals and confirm your changes 3 VERIFY the shipping address and use the button at right update if necessary Note We do NOT ship to P O Boxes Name Address City otate Zip 4 SUBMIT your incentives order when you are certain that your incentive totals are correct by using the Submit button at right
8. method you are supposed to use Troop Incentive Order Troop 6073 Troop Incentives Incentives Troop Incentives Order Forms Initial Incentives Order Girl Rpt Final Incentives Order NOTE The Initial Incentives Order option may not be available This is an option that can be selected by your council For this example we will be working with the Final Incentives Order The View button allows you to see the incentives order The Fill Out button is for entering the troop order Click the Fill Out button The system will display all the incentives available for selection Troop 6720 Final Incentive Order Incentives Below is your current Final incentive order TROOP ORDER Box Level Quantity Incentive 25 2009 Patch 100 Beach Towel 250 0 Eco Ellie Classic Tee E Ys YM o pr O ps 500 Eco Ellie 18 Stuffed Animal Submit Incentive Order Enter in the quantities for the troop incentive order Tab through the boxes Click the Submit Incentive Order to submit the order to the service unit Click the Return to Report List button to return to the previous screen Individual Girl Incentive Order The eBudde system automatically will calculate the girl orders based on their boxes sold under the Girl Orders tab The only thing you will have to do is enter sizes if appropriate verify totals and submit your order Troop 6073 Troop Incentives Incentives Depo Troop Incentives Order Forms Initial Incentives Order Fill O
9. seasons e Option 2 The troop will be entering troop information and orders You DO NOT want them to receive the emails that eBudde sends for confirmation on cookie and incentive orders and you want them to have access to the system E mail validematladdressigivalid cam IM Active Page 25 v Receives email l Add to all seasons LI Option 3 You want the troop email address in the eBudde system but DO NOT want them to receive the emails that eBudde sends for confirmation on cookie and incentives orders and you DO NOT want them to have access Use this setting for anyone who is ONLY picking up from a cupboard E mail Yal demailaddress walid com LJ Active Receives email LJ Add to all seasons Option 4 You as the service unit want all information directed to you You want to receive the emails and you want to have access to the system E mail Jvalidserviceunitmanagengvalid cam v Active v Receives email Add to all seasons Option 5 You as the service unit will enter the information but do not want the order confirmation emails sent to you Troop Contact E mail validsericeuniimanagentyvalid com Active Receives email l Add to all seasons Click Add to add the troop Click Cancel to leave the page without adding the troop Page 26 To Add up to 11 Troops click the Add up to 11 Troops button The following page will be displayed Troops Add
10. that troop Starting Troop to Last Troop Keyed Enter the starting troop number in the first box leave the second box blank All Troops to a Specific Ending Troop Leave the first box blank enter the ending troop number in the second box Date and Troop Number You can use the combinations listed above to specify deposits by date and or by troop number Troop Proceeds Summary This report will detail by troop the cookie initial orders transfers final orders girls registered girls selling per girl averages total sales troop proceeds deposits and balance dues This report can be viewed in packages or cases by clicking the appropriate radial button You can also filter this report to show only troops who are due a refund or owe money by checking the appropriate box If no boxes are check all troops will be displayed Troop Sales Summary This report is very similar to the troop proceeds summary It includes all the items from the troop proceeds summary but also breaks down the troop proceeds into categories if applicable This report can be viewed in packages or cases by clicking the appropriate radial button You can also filter this report to show only troops who are due a refund or owe money by check the appropriate box If no boxes are check all troops will be displayed Troop Sales Reports This report will print all the troop sales report The format will be just like the troop sales report tab Service Unit R
11. the system It includes the initial order any additional orders deposits and the calculation for troop profit council monies and balance due All Gift of Caring numbers will be pulled from the Girl Order tab No data entry will be necessary on the Troop Sales Report Council sponsored Gift of Caring will be displayed under Packages Received Troop Gift of Caring boxes will be displayed on the right under PGA Registered Troop 6073 Sales Report Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposn Council Becky Testing Council Troop 6073 Sales Report 2 da Girls Selling 2 Girls Reg 3 email Zog com Init Girls Sellg 2 a Level DAISY SU Name Becky GEE SU Number 49999 id Sales Goal 500 l PGA Selling 164 5000 S ae PGA Registered 109 6667 Cel Initial PGA F_GOC Pkgs 0 T_GOC Pkgs 13 Contact His info hos not Deen updated email beurvictlbk Com Phone Cell Pkg price 350 Case price 42 00 Trp Proceeds Rate 0 550 Ho Incv Proceeds 0 000 Tiered Rate 0 050 Tiered Proceeds 16 45 Bank Hame Routing Ho Acct No Pkgs Received Deposits Made Initial Order 300 Date Reference Amount er Total Deposits 0 00 L GOC pkgs Total Troop Sales 1 151 50 Council Proceeds 954 10 Troop Proceeds 5197 40 Deposits Made 50 00 Council Proceeds 354 10 Amount You Owe Council 954 10 Signature Page 51 APPENDIX D CUPBOARDS Council will h
12. Add Edit Service Unit in Becky 99999 Intt Order Delivery Transactions Settings Number Girl level orders Data Points From the 2009 10 Sale Addl Order Pkgs Service Unit Managers Service Unit Booth Site Approvers Last name Deposits 49999 Incentives Booth Sites Reports F Remove F Remove vl Active V Receives email L Add to all seasons F Remove rl Active V Receives email L Add to all seasons Remove F Remove Active Fl Receives email Add to all Seasons Page 19 NOTE Items in shaded in yellow are functions not activated for GSGLA users and are set by Council Service Unit Managers aka Service Unit Cookie Chairs this can be used to add another service unit contact You can specify if the user will be receiving appropriate emails and if the user will be able to access the system If your email address name physical address and or phone numbers have changed see the instructions on page 6 Service Unit View Only Users this can be used to add another contact to the service unit that can only see the screens and print reports This user cannot make any changes in the system For example you might add your Service Unit Manager in this role Service Unit Booth Site Approvers this can be used to add a contact to the service unit that can only approve special boothing requests from troops This user cannot see or make other changes in the system For ins
13. E Update Calendar Eventis Page 22 Troops Tab To add and or edit a troop click the Troops tab on the page As you add troops you will see them appear on the left side of the screen under the Navigation tree Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Reports Add a Troop Add up to 41 Troops Un submit All Cookie Orders 02321 Ee EE 02322 Unsubmit Cookie Order 02323 Unsubmit Cookie Order 02324 Eq 02325 Unsubmit Cookie Order 02326 Edit 02327 02328 Edit 02329 02330 Edit You can enter troops using two different methods The choice for which button you used is at your discretion Add a Troop This button allows you to enter one troop only You would need to click this button for each troop you entered Add up to 11 Troops This button allows you to enter up to 11 troops at a time If you had 13 troops you would need to click this button twice The first time you would enter the 11 troops The second time you would enter 2 troops Unsubmit All Cookie Orders This will un submit all troop cookie orders if necessary to allow troops to resubmit USE WITH CAUTION Unsubmit all Initial and Final Incentive Orders This will un submit all troop incentive orders if necessary to allow troops to resubmit USE WITH CAUTION NOTE You can un submit orders for individual troops if necessary Once your order s are sent to the bakery these buttons will be remove
14. Status Submitted column Page 38 Reports This section will allow you to print reports for your service unit We currently have nine reports New reports will be added to the system Click View Report to open the report in a Microsoft Excel downloadable window Some reports due to the length of time to create may require regeneration You will click the Regenerate button eBudde will tell you that it sent the request to the queue You will be sent an email when the report is ready You can then click the XLS or PDF button to print The system will display a box to open the report or save itto your computer The format for both is a Microsoft Excel Worksheet lf you want to know the details of the report click the link labeled Descriptions of these Reports It will bring up a list of the reports with additional details of information that is on the report and the purpose of the report You can now run some reports as Exportable Exportable reports allow you to run reports in a fashion that puts all information in columns to facilitate sorting or simple data dumps See example below of the service unit recap Emerald Valley 6733 Service Unit Recap Pkgs Valley Council Jul 28 2011 ai 09 49AM Initial rders Lemon Thank You Chalet Dulce de Berry Munch troop IH 1 DHonp hig VF 12 E 12 12 12 25 troop brada D CT Sa ty Z D i 108 16H BA rap KH 216 SIE Di 28 1157 120 900 oo 5368 troop 67335 H H Bi H H u u of B
15. THER line lf so designated by your council you can also enter the troop s booth order Click on the word BOOTH The system will highlight the line Click in the first input box at the bottom of the page the line will highlight NOTE The GOC column is not available for booth sales Tab through the boxes and enter your cookie quantities The system will show you the total Verify the total and press enter or the OK button The system will move the numbers to the BOOTH line You must click the Save button to save your information The system will display that it is saving the information Save In Progress Please Wait To print the order click the Printable Version button Submit Order This button is used to submit a troop order to the service unit You must still click this button for the system to know that this order is done The Page 45 system will confirm that the troop order was submitted on the screen and send you an email NOTE You can only submit your order once If you have changes Initial Order Submission OK after you submit you will need to contact your service unit cookie manager Please go to your Delivery Tab to specify your delivery options Page 46 APPENDIX B TROOP INCENTIVE ORDERING METHODS ON TROOP AND GIRL LEVELS As a service unit your council may require you to enter troop orders using the troop incentives tab or by individual girl You will be directed by your council as to the
16. atalog selection done Click the girl s name Becky H Incentives Dashboard Contacts Settings Girls init Order Delivery Girl Orders Booth Sales Transactions Incentives Deposits Sales Report Boxes sold 564 Box Level Incentive 150 Beanie Cap 400 Doodle Pad Photo Frame 200 bar patch pick 1 200 Bar Patch 400 Bar Patch LJ Global Splash Fashion Tee O ys O Yh as O am Cookie Dough 300 Hair Bath Towel Set for Small Panda The girl screen will vary based on your council incentive program There may be more fewer levels There may be choices to pick one item over another See your council for specifics on your incentive program Enter the size for the t shirt Click the Submit Girl Order button If you do not want to submit the girl order click the Cancel button The system will now remind you to submit your troop order after submitting a girl order There will be messaging displayed for you as a reminder Troop 6073 Final Incentive Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report Warning Don t forget to submit your troop order if it s now ready pal incentive order guris incentive order j Gir Chek on a gini id atthe top to edit a GIRL ORDERS Cindy Vo receives Bincentives sizeicataloo selection done 9 Patty Wr receives 2 incentives sizefcatalog selection needed Once all the girl incentive orde
17. ave several cupboards throughout its jurisdiction Each cupboard will have a numerical identifier to be used by troops when placing cupboard requests using the Transaction tab At the time of this writing cupboards are still being added A calendar of cupboard day times locations and id numbers is being compiled and will be sent to each Service Unit Cookie Manager posted on the council website www girlscoutsla org and at the Cookie VIP eTraining website vipetraining littlebrownie com See the eBudde Troop Guide for steps troops take when placing cupboard requests page Page 52
18. ck up product at a cupboard See page 24 of this guide You can also create messages for troops to see on their dashboard when they log in Click the Edit Messages button to create the message Lemon Grove 673 Notices Lemon Grove 673 Notification messages are just that Branch wide notifications For example An SU s notification would go to that SU s Troops while a Council s Troop notification would go to the entire Council s Troops They remain in place until removed For one time specific messages to a branch choose e mail Branch button on the Contacts page For individual emails simply click on a contact on the Contacts page Message To Troops IMPORTANT Please be sure to enter the number of registered girls This is used for yo Update Motice s Enter your message to the troops Click Update Notice s to activate the message Click Cancel to cancel any changes you made to this screen NOTE If you do not want a message to be displayed you can delete the contents of the message and click update notices and a blank message will show on the troop s dashboard Page 21 You can also Edit Calendar Events Click the Edit Calendar Events button The following screen will be displayed The eBudde calendar items are not changeable However you can add service unit specific items Becky 99999 Calendar Events Date SES Event Title Delete Jul 19 2011 E Troop E Fick up paperwork packet d Add a New Event Troop
19. d To Add a Troop Click the Add a Troop button displayed on the page The following page will be displayed on the page Page 23 Adding or Editing a Troop Add Edit Troop in Troop 6073 Dashboard Contacts Settings Girls Intt Order Delivery Gi Orders Booth Sites Transactions Incentives Deposits Settings Number 6073 Girls Registered 3 Girls Selling 2 Troop Goal pkgs 500 Level Daisy EN No incentives additional Proceeds Bank name Bank routing no Bank Account No Generic Proceeds Fulfillment 2010 Fall Product Prog Participation 0 0103 C Data Points From the 2009 10 Sale Initial Order Pkgs O Addl Order Pkgs U Girls Selling Girls Registered Troop Goal Pkgs 0 Troop GOC Pkgs Troop Leaders mi aa carm zz aa Remove VM CO DO vi Remove E mail Active Receives email First name Last name Dios Troop Cookie Chairs hsun lbh com Si LJ Remove Add anew troop cookie chair E mail Active Receives email First name Last name Fi d to all zaaenno Sales Report Page 24 Number enter the troop number use leading zeros for numbers less than 5 digits Girls Registered the number of girls registered in the troop or O if unknown Girls Selling the number of girls selling cookies in the troop or O if unknown Troop Goal pkgs if the troop set a sales goal enter the number in packages or O if unkno
20. dress and or password please fill inthe boxes above and click here B if you have forgotten your password fill in the email field and click here eBudde is provided as a service by Little Brownie Bakers and is intended forthe sole use oftheir clients and staff Please read the End User License for any questions regarding the use of eBudde Login Information Current users will enter in their email address and personal password Click the Login button or press enter to complete your login information The system will Page 5 then access your council s information users who were granted access to the demo site are current users New users will enter in their email address and temporary password sent to you in the email from the system Click the Log On button or press enter to complete your login information The system will then direct you to the Contact Information Page Once you have completed the contact information page you will be given access to the system Page 6 Contact Information Page Li e Budde New Password Confirm New Password E mail 4808 lbb com As a first time user you must nr irstName o enhances security and creates First Name Phone a password that s easy for you Last Name Do Cell to remember address S O Also please take the time to enter your contact info Address2 pod City State Zip Do Current use
21. e Form Initial Order Delivery Reports Troop Delivery Confirmation Incentive Reports amp Troop Incentives Summa sl O Fina P y LJ Exportable initial Final Girl ti 5 j irl Incentives Summary di Booth Scheduling Reports Troop Signup Detail Troop Signup Recap _ Exportable Troop Booth Requests Available Booth Slots C Exportable Banking Reports Troop Deposits Recap Reports Cases Pkgs Troop Proceeds Summary Llretunds lowes Fi Exportable Cases O Pkg Troop Sales Summary Llretunds lowes d Exportable Troop Sales Reports cases Pkgs Semice Unit Recap Ocases Pas d Exportable Inventory Reports amp All Transactions cases Pkgs view Page 40 Roster and Contact Lists Troop Roster Regenerzte ES RA Troop Contacts ES EA Cookie Club Reports Girl Goals LJ Exportable EE EH Troop PGA L Exportable EH EM Initial Order Report This report list all troop initial cookie orders by variety The report can be printed in either cases or packages Booth Sales Report This report lists all the troop initial orders that have ordered cookies for booth sales on the troop worksheet The report can be printed in either cases or packages Troop Pickup Sheets These sheets can be printed one of two ways If you check the pre printed form it will print quantities of cookies for each troop that will need to be printed on a form supplied by your council If you do not check
22. e unit checklist that will include eBudde items and council specific items There are also graphs on orders goals and per girl averages All of these graphs are printable using the Print Dashboard button Page 12 Page 13 Becky 99999 Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Booth Sites Reports Note Dashboan views car Print Messages Important Things You Need To Know be up to 20 minutes old Dashboard Service Unit Checklist From Your Council Welcome d Add Update Troops d Submit Initial Cookie Order Enter Delivery Information Submit Initial Incv Order Order Totals Tracking Against Previous Year Review amp Approve Booth Sites Enter Verify Transactions 400 Enter Deposits Submit Final Incv Order 350 Recommended activity B Initial Order WC GOC 300 D Addl Orders Pending Troop Booth Requests 250 No Troops requesting approval Pkgs 200 150 100 Troop Status 50 Troop Pkgs Ordered Submitted 6073 329 yes Last Season Current Season 6074 0 no 0 1 0 1 0 Su 0 yes Total 329 Financial Status Total Sales Proceeds Trp SU Proceeds Tiered Proceeds Generic Total Proceeds Owed to Council Deposits Balance Due PSSN 180 95 16 45 0 00 197 40 954 10 0 00 954 10 Air eo ca ca eo ca ca Incentives Goals Distance to Goal Cookie Care amp Share Patch Starting Today participationithe BFF Bandana Canvas Butterfly Journal
23. ecap This report will show cookie activity for the service unit All Transactions This report will list all transactions that a service unit created moving cookies from the service unit to the troop or troop to troop transactions Troop Roster This report prints the details of the troop settings tab for all troops Page 42 Troop Contacts This report will show you a list of all troop contact name address and phone number information Girl Goals This report compares girl cookies sold against the Cookie Club information Troop PGA This report shows troop per girl average for troops and compares for Cookie Club troops Page 43 APPENDIX A TROOP COOKIE ORDERING As a service unit you may need to enter troop orders using the troop cookies tab Ordering by Individual Girls Click on the init order tab located on the right side of your screen Troop 6073 Initial Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report Save 2s often as you like but Submit to your SU only Once Girl Svsm Tre D S D Sam Dulce TUBM Tags TMint Total Becjky H 5 5 5 5 5 5 5 5 40 Patty Wu 4 4 4 4 4 4 4 4 32 OTHER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pkgs Ordered 9 9 9 9 9 9 9 9 72 Cases to Order 1 1 1 1 1 1 1 1 8 Ext 3 3 3 3 3 3 3 3 24 NOTE Girl level ordering must be done in packages If your council does not participate in the Gift of Caring
24. he delivery tab Click the Delivery tab The system will display the following page Lemon Grove 673 Delivery Sheet Dashboard Contacts Getings Troops Init Order Delivery Transactions Deposits Incentives Reports Submit My Info Sys Tre D S D Sam Dulce TUBM Tags TMint Total Cases per Variety 5 5 5 5 5 5 5 5 40 Total cases including any other troops picked up for 40 Will you be picking up for other troops O VES no Please select your Delivery Station no Lemon Grove 673 03 10 2012 8 00am 4 00pm Time Line 1 8 00am 8 10am 8 20am 8 30am S673 8 40am AF 8 50am 9 00am ly Will you be picking up for other troops If you pick up for other troops click in the yes radial The system will display boxes to enter the troop number s for the troop s you are picking up for If you are not click in the no radial Will you be picking up for other troops Yes Ono What troops will you pick for select your delivery station Click the time slot that you want Click the Submit My Info button Page 32 Transactions Tab This area is used if the service unit needs to record transactions for cookies from the service unit to the troops NOTE GSGLA Service Units will not be ordering additional product and will not be using this feature however the process is the same as that used by Troops to make pending requests to a Council Cupboard see page 36 40 in the Troop eBudde Manual Page 33 Depos
25. ice unit It will give you the option for filtering what is on the report For All Transactions leave the boxes blank and Click the Run Report button Date To print using the date filter you need to enter a date in one or both boxes after the date label You also need to format the date as mm dd yy Click the Run Report button to print the records specified Page 41 Range of Dates enter in first box the starting date enter in second box the ending date This will be an inclusive range displaying all deposits between those two dates and including those two dates One Date enter the date in the first box and enter it again in the second box This will display all the deposits for that day Starting Date to Last Date Keyed enter the starting date in the first box leave the second box blank All Dates to a Specific Ending Date leave the first box blank enter the ending Date in the second box Troop To print using the troop number filter you need to enter a troop number in one or both boxes after the troop label Click the Run Report button to print the records specified Range of Troops Enter in first box the starting troop number enter in second box the ending troop number This will be an inclusive range displaying all deposits between those two troops and including those two troops One Troop enter the troop number in the first box and enter it again in the second box This will display all the deposits for
26. itional support for you in eBudde Home This option brings you back to the dashboard screen Help Help provides you detailed information on all screens It is setup in categories and gives you additional information for inputting data in the different Screens eLearning Learning modules for troop users Manuals This provides a manual in Adobe Acrobat PDF format for your reference LittleBrownie com This provides a link for you to go to the Little Brownie website that has additional resources Log Out This allows you to log out of the system i Hide Navigation The Hide Navigation feature allows you to hide the display of the navigation tree Click the arrow to toggle this feature on and off This can be helpful if the form on the right that you are trying to fill out goes off the screen It will move all the information over to the left Compare the screen to the left with the one below Mavigate Here Council Note DashhDaIm wea Cam Print be vo to Z0 minutes old Dashboard Messages Important Things You Need To Know Service Unit Checklist From Your Council Err d Add Update Troops d Submit Initial Cookie Order Enter Delivery Information Submit Initial Incv Order Order Totals Tracking Against Previous Year Review amp Approve Booth Sites Enter Verity Transactions 350 Submit Final Incv Order Recommended schwer E Initial Order 300 mc GOC Pending Troop Booth Requests Mo Troop
27. its Tab The Deposits tab will allow you to view all the ACH debits for each of your troops However you cannot enter deposits debits Only Council s Finance Department will be using this section to record ACH debits Lemon Grove 673 Deposits Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Reports Dm ue Filter Bank Y Date Ref Number Verified Troop Amount 0 00 You can also selectively search to display only specific deposiis Page 34 Navigating the Debit Information Page Scrolling Debits are displayed in the order they were entered by default You can scroll through the debits by using the scroll bar located to the right of the list of debits Sorting You can sort the debits in any order and it will show you the debits in that particular order Y Sort from smaller or earliest to larger or latest A Sort from larger or latest to smaller or earliest gt Not sorted by this column Search and Filter Column Filter The column filter allows you to search and selectively display by any of the columns available The default is No Filter This will display all debits You use the drop down box to select your search display column In the Low and High boxes you enter the range that you want to see displayed on the page relative to the column you are filtering Exporting the Deposits Click the Export button to export the debits The system will display a screen and
28. little brownie wem EBudde Service Unit User Manual GSGLA Edition December 13 2011 https ebudde littlebrownie com TABLE OF CONTENTS TABEE OF CONTENTS ss 2 COMPUTER SPECIFICATIONS INFORMATION 3 NAVIGATING TRES VS TEM asein 4 SY OEM AG CESS asas a seien 5 LOGIT ITO RMA OM er 5 Contact Information Page EE 7 FOJON FASS WONG asien 8 MENU BAR ses en 10 NAVIGATION TREE E 11 SERVICE UNIT TABS ra sa ar e E E ci gsc eats asic ates 12 IB STS a 16 Fe go ieee RR RR GER RR EAR ee 12 Contacts 1 E EE E OOA 16 SELOS En sashes sentra ale erecta veteran aaa api aa an 18 IEOODS AD aa a ap 23 Adding or elle r tae LOOP ssa aa a A 24 DEI ETING TNE TTOOD EE 28 Un submitIng Troop Orders nee 29 Initial Order Page Troops placing orders nenne nenn nennen 30 DEIIVERY aD ee 32 Transacuons E EE 33 DEDOSUS AD esses datas sense 34 Navigating the Debit Information Page eres 35 EXPO RIA SCO SIS saan ri ee 35 INGE TIVES Tabs nebenbei 36 BOON Sales Tabea 38 FRO OIG ee ee er naeh 39 APPENDIX A TROOP COOKIE ORDERINGG nenne nennen 44 Ordering Dy IndVIdUal GIS 44 APPENDIX B TROOP INCENTIVE ORDERING METHODS ON TROOP AND EUR esse 47 Troop Incentive Older ze 47 Individual Girl Incentive Order assa seis eso ias aa a 48 APPENDIX C TROOP SALES REPORT E 51 APPENDIX D Te RE 52 Page 2 COMPUTER SPECIFICATIONS INFORMATION The eBudde system has been tested on a variety of computer types and differe web browsers
29. n Grove 673 Contact Information Contacts becky harrigan Service Unit Manager add su673 lbb com sd ca 99999 Phone Cell Gets email Active Ey To email your troops click the email Branch button The system will display a screen with instructions and email limitations Emails that you send through eBudde will be sent to you troop contacts regular email box There is no replying to email in eBudde You can send one or more attachments with your email as long as the total size does not exceed 5 MB To ensure that your recipients receive this email you may want to inform them to specify in their email system to allow the following email address as an allowable sender do_not_reply littlebrowniebakers com NOTE In Outlook 2003 as an example if you click the tools options junk mail you can add this to the safe senders list NOTE If you add attachments eBudde will not send attachments via email eBudde will upload your attachments and send a link to the attachments via email to your selection The links will be active for 45 days from date sent Page 16 Branch E mail Calling all cookie communicators Please help us keep the eBudde system humming by using the best tool for the communication job 1 For basic information such as policies and procedures postfiles on your council s section ofthe VIP eTraining system Yolunteers can access them again and again without bogging down the system 2 For alerts and timely reminders
30. or similar program with a different name you will not see that column Click on a girl name in the list The line will highlight Enter the quantities in the boxes at the bottom Tab through the line and enter the cookie quantities needed for the girl Hit the enter key or the OK button NOTE The girl order totals will include the Gift of Caring numbers the totals at the bottom of the page will not include the Gift of Caring numbers as the Gift of Caring column is not part of the physical order Page 44 a Troop 6073 Initial Order Deposits Sales Report Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Save as often as you like but Submit to your SU only Once Girl Svsm Tre D S D Sam Dulce TUBM Tags TMint Total Becjky H 5 5 5 5 5 5 5 5 40 Patty WW 4 4 4 4 4 4 4 4 32 OTHER z 0 0 0 0 0 0 0 0 0 d 0 jo jo ES ES FS jo o ES Pkgs Ordered 9 9 9 9 9 9 9 9 72 Cases to Order 1 1 1 1 1 1 1 1 8 Extra 3 3 3 3 3 3 3 3 24 You can also enter orders for booth or other as directed by your council Click on the word OTHER The system will highlight the line Click in the first input box at the bottom of the page the line will highlight NOTE The GOC column is not available for the other row Tab through the boxes and enter your cookie quantities The system will show you the total Verify the total and press enter or the OK button The system will move the numbers to the O
31. ow The example below shows that the troop submitted their cookie order but not any incentive orders To un submit a troop order find the troop click the appropriate un submit button The system will display messaging that the troop s order has been unsubmitted Keep in mind that deadline dates are still in effect So if you un submit an order after the deadline date for the troop to submit the order the troop will not be able to re submit Also once you submit orders to council area the un submit button will no longer be available CAUTION The troop s order must be re submitted prior to deadline dates to be included in orders to the bakery Umsubrmit All init Inevs Unsubmit All Final Incvs Unzubmit All Cookie Orders Add a Troop Add upto 11 Troops 123 okie Order Edit Page 29 Init Order Format of the screen may be in Cases or Packages as directed by your council One or more of the following options may apply for the initial cookie order e Verify troop orders e Enter service unit order e Submit service unit troop orders to council Initial Order Page Troops placing orders Instructions for service units once orders have been placed for troops by troops or the service unit at the troop level All orders need to be reviewed by the service unit The service unit can monitor this entry easily by looking at the initial order page This page is where you verify the cookie orders by troop add a se
32. r adding new service unit level users changing default service unit settings creating eBudde messages for troops on the dashboard entering last year s data for the dashboard comparison graph settings for Becky 973 Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Booth Sites Reports Edit Settings Settings Name Becky Number 973 Allow Troop Data Entry yes Enter Orders at Girl Level yes Data Points From the Previous Sale Initial Order Pkgs Unknown Addl Order Pkgs Unknown Service Unit Managers subeckyg lhh com WW Gets email Active This information was set by your council but you can make some changes appropriate to your service unit You can add additional contacts for your service unit In addition you can create a message that troops will see when they log into eBudde To Update this information click the Edit Settings button The system will display the following screen Page 18 Dashboard Contacts Settings Name Becky Allow troop data entry Goal pkgs SONO Initial Order Pkgs Charity Pkgs 1 peckyrieilhh com 1 a com 111 _ Add a new service unit manager E mail First name Last name Service Unit View Only Users PES COMM 7 A Add a new service unit view only user E mail First name Last name beckysubsay lhb com dj sie COM CO 3 E mail First name Troops
33. rs This form is available to make changes to your password email address and personal information To access this page click on the link provided on the login page Welcome to eBudde 4 2 with new features and functions to make the 2010 2011 Cookie Sale Season a success C Budde Member Log In Password Vereen By logging on am indicating my agreement with the terms and conditions of eBudde Log On Your username email address and password designate your level of access to eBudde if you have not been given a username and password please contact your council or volunteer product sales manager If you are an existing user and wish to update your contact info or change your email address and or password please fill in the boxes above and click here if you have forgotten your password fill in the email field and click here eBudde is provided as a service by Little Brownie Bakers and is intended for the sole use of their clients and staff Please read the End User License for any questions regarding the use of eBudde Page New users You will be required to fill out this form the first time you try to access the eBudde system You must change your password to something other than the temporary password All the information on this form is mandatory Once you have entered in all the information click the Submit button or press Enter You will then enter the eBudde system Forgotten
34. rs have been updated review your troop order total You may need to enter additional quantities for items that are not automated In the example below you would need to enter a quantity in the box labeled GOC Patch Once you have entered that number you will click the Submit Incentive Order button to submit your order to your service unit Troop 6073 Final Incentive Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sales Transactions Incentives Deposits Sales Report Use the form below to A out your final incentive order Click on a gH id atthe top to edit a gira Incentivo order GIRL ORDERS Becky H receives 5 incentives sizefcatalog selection done Patty viv receives O incentives TROOP ORDER Box Level Quantity Incentive 150 1 Beanie Cap 400 1 Doodle Pad Photo Frame 200 1 bar patch pick 1 200 Bar Patch 0 400 Bar Patch O Global Splash Fashion Tee 0 YS O Yh O AS O AM Cookie Dough ls 300 Hair Bath Towel Set for Small Panda 0 0 GOC Patch Cancel Submit Incentive Order Cancel this button returns you to the screen where you can view or fill out Submit Incentive Order This button submits the troop incentive order to the service unit Once you click this button the incentive orders for girl and troops cannot be changed by troops only by a service unit user Page 50 APPENDIX C TROOP SALES REPORT The sales report reflects all transactions for the troop in
35. rvice unit order and then submit your service unit orders to the council Once you have submitted your initial cookie order you cannot change the order ONLY council will be able to change the order at that point becky 1 Initial Order Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Reports Troop Info is listed below Submit Order Please Submit your order only Once Troop Svsm Tre D S D Sam Dulce TUBM Tags TMint Total 6073 0 0 0 0 0 0 0 0 0 6074 0 0 0 0 0 0 0 0 0 6075 0 0 0 0 D 0 0 0 0 6076 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C Ord 0 0 0 0 0 0 0 0 0 Page 30 Printable Version Click this button to print a report that shows the above Information Submit Order Click this button to submit your service unit order to your council NOTE You can only submit your order ONCE If a change needs to be made you will need to call council to make the change to an order 1251 E 1 1 1 Bono 0 E T 0 BOF S 0 E D 0 0 0 D 0 1 U U U 1 U U U 1 0 0 0 1 E E 0 1 0 0 0 The system will display the status of troop orders In the example above troop 1251 has submitted its order Troops 6000 and 6073 have not submitted their orders as designated by the asterisk Page 31 S o o amp Delivery Tab If a service unit has a cookie order they would need to select a time for their cookie pickup and possibly a delivery site This is done on t
36. s requesting approval Addl Orders eal 200 Pkgs 150 ion Troop Status Troop Pkgs Ordered Submitted s0 6073 315 ves nt Fo _ 5074 d ue Last Season Current Season SU E yes 0 HD HO Total 315 Page 10 NAVIGATION TREE Once you enter the system you will notice that the screen is divided into two sections a Hide Navigation Mavigate Here Council Units Ser Becky Manual 995 I gi The navigation tree will start with your service unit name and number Below you will see your list of troops it will expand as you add troops or contract if you need to delete a troop a Hide Navigation Mavigate Here Council Ser Units Becky Manual 995 Troops in Becky Manual Troop 9950 Troop 3951 Page 11 SERVICE UNIT TABS On the service unit level the following options are available using a tab method similar to file folders in a filing cabinet To access a tab click the tab name and the system will display the appropriate page Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Booth Sites Reports Dashboard The dashboard gives you an up to minute snapshot of your troops orders goals financials and per girl averages Contacts Ihe contacis tab is used to view the service unit level users name personal information email and passwords Settings The settings tab will allow a service unit to specify how the data will be entered for
37. st ONLY unique opportunities e g they are invited to booth at their church by their pastor they own a store and will permit their daughter s troop to sell In general they are opportunities that are truly unique and would not be available to any other troop They may NOT ask stores banks etc to only permit their troop to sell however lf there are no booth sites to approve deny the following message will be displayed Becky 973 Booth Sales Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Booth Sites Reports You don t have any items to approve Bulk Approval of Troop Booth Sales lf you have requests to approve deny the screen will display as follows Emerald Valley 6733 Booth Sales Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Booth Sites Reports Bulk Approval of Troop Booth Sales Trego Business Name Date and Status Submitted P Address Time Requested Reason for Denial Approval Troon 67333 Becky s Pizza Parlor Thu Mar 10 2011 pending Mar 2011 at 07 06PM H 12345 Any St San Diego CA 92105 05 00 pm 08 00 pm You can approve deny make pending by using the drop down box You can also enter in comments about your selection that is visible to the troop on their level lf two troops are requesting the same site on the same date and timeframe you can see who requested the site first by reviewing the date and time under the
38. tance you would add your Service Unit Boothing Chair SUBC in this role Options and actions Email Enter the email address of a new troop contact under the appropriate header First name Optional You can enter in the contaci s first name The contact person once they log in can enter it as well Last name Optional You can enter in the contact s last name The contact person once they log in can enter it as well Active If you enter a new Service Unit contact mark if you want this user to access eBudde Uncheck the box if you do not want this user to access eBudde Receives email If you enter a new Service Unit contact mark if you want this user to receive order confirmation emails Uncheck the Page 20 box if you do not want this contact to receive order confirmation emails Add to all seasons Allows you to give the contact access to the troop records for previous seasons as most service units will not have prior seasons data leave uncheckea Remove a contact You may remove service unit contacts NOTE Do not remove yourself from the current list of service unit managers ONLY If you do you will no longer have access to the system Click the Update button to save the changes Click the Cancel button to leave the page without saving the changes NOTE The Contacts section for Troops is where they will add additional contacts via Settings including those who are only permitted to pi
39. the service unit and to add additional service unit level users Troops The troops tab is for adding changing and or deleting troops Init Order The Init Order tab is to verify troop cookie initial orders and submitting the troop service unit order to the council This tab is also used for service units using the Fast Order Entry which allows create troop totaled orders Delivery The delivery tab is used by service units to select their service unit delivery station if applicable Transactions This tab is to move cookies from the service unit to the troops if applicable The service unit then can see their inventory for cookies Incentives The incentives tab is for service units to verify troop incentive orders and submit order to the council Booth Sites optional This tab will allow service units to approve troop booth site requests Reports The reports tab is for service units to print reports for cookie orders incentive orders deposits and inventory transactions Dashboard When you enter the screen the system will display the navigation tree and the dashboard The dashboard shows messages from your council staff or area manager if applicable It also will show you the current status of troop cookie orders incentive orders and financials It will remind you of all the deadline dates for the current sale These dates will include eBudde deadline dates and council specific dates There is a servic
40. troops the system will update the navigation tree You will also be allowed to change and or delete troop information a Hide Navigation Becky Manual 995 Troops Mavigate Here S RS E E E E Council Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Incentives Reports Ser Units E Ea Becky Manual 995 Add Up to 1 d Tr oops 9951 Troops in Becky Manual Troop 9950 Troop 9951 To change troop information or remove a troop click on the Troops tab The system will list the troops currently in the system Edit The edit button allows you to change information about the troop and add new troop contacts Delete The delete button allows you to remove the troop from the system Dashboard Contacts Settings Troops init Order Delivery Transactions Deposits Incentives Reports Add a Troop Add up to 11 Troops 9950 Del 9951 Delet ete ete Microsott Internet Explorer Kal Delete Troop 99507 V i Are vou sure Page 28 Click the Delete button The eBudde system will confirm that you want to delete the troop Click the OK button to delete the troop Click the Cancel button if you do not wish to delete the troop Un submitting Troop Orders Troops will submit their cookie and incentive orders You as a service unit can un submit one or more troop orders for cookies and incentives When a troop submits an order of any kind the appropriate un submit button will appear in the troop r
41. u es D p 0 H D A U D H Totals 1008 er 1716 516 1320 lz VIDA Me TEJE Additional Orders Lemon Thank You Chalet Dulce de Berry T TrpiSU amp Cremes Trefoils Do amp iDos Samoas Leche Munch Tagalongs Thin Mints Total boop 47341 D d H D A d d d E sap Grad D D D D D H D noo em 240 240 240 240 240 240 300 20 Ge oop TIM E 0 d H 0 H d d H troop 67335 d 0 d d 0 0 d d 0 ou es 0 d 0 0 i d d d Total 240 240 Fa 240 240 al 300 d 1980 Emerald Valley 6733 Service Unit Recap Pkgs Valley Council Jul 28 2011 at 09 49AM g i SJ Lemon el Chalet Dulce de 4 Trp SU Init Add Cremes Trefoils Do Si Dos Samoas Leche o 07 troop 67331 initial 600 12 12 12 0 ta troop 67332 initial 12 12 12 12 12 troop 67333 initial 96 84 96 120 72 troop 67334 initial 216 300 912 288 1152 troop 67335 initial 84 84 84 84 84 su 6733 initial 0 0 0 0 0 troop 67331 additional 0 0 0 0 0 troop 67332 additional 0 0 0 0 0 troop 67333 additional 240 240 240 240 240 troop 67334 additional 0 0 0 0 0 troop r 67335 additional 0 0 0 0 0 su 6733 additional 0 0 0 0 0 Totals 1248 732 1356 756 1560 Page 39 Becky 99999 Reports Descriptions ofthese Reports Initial Cookie Order Reports Initial Order Report cases Orgs d Exportable Booth Sales Report cases Pkgs Exportable Troop Pickup Sheets dl Troop Delivery Assignments cases O Pkgs LJ exportable Blank Troop Pickup Sheet Bubbl
42. up to 11 Troops to Becky Manual 995 Woopy AGN game Ses Loye Prostate agp Lender COANE water Rei BR o oO O 2 BR sl 0 ao oO 3 BR a E d E 4 BR oO O O O 5 BR Im L L O O 6 BR E O O E 7 BR x c E C d 8 BR u d E E 9 BR C E Do a 10 BR O E O d 11 BR E O O E Troop Number enter the troop number numerical data only e g 00123 Girls Registered the number of girls registered in the troop optional is also auto generated by the entering of girls names by the troop Girls Selling the number of girls selling cookies in the troop optional is also auto generated by girls having sales of 1 or more boxes Has Sales Goal if the troop set a sales goal enter the goal in packages Level Program Age Level of the troop Proceeds no incentives If this troop has the option of not receiving incentive incentives and receiving additional monetary funds click in this box CGS AGS only optional as the troop can also select this option Troop Contact E mail You MUST enter an email address here Cookie Per Click the box if the contact email is for the troop cookie person Active If this troop contact will be a user on the system this box must be checked Rec Email If you want the troop contact email user to received the email confirmations this box must be checked Click Add to add the troop s Click Cancel to leave the page without adding the troop s Page 2 As you add
43. use eBudde s in system messaging Now you can Upload your file and the link will be sentto recipients The attachment link will expire 30 days from the day of upload Remember Branch email is provided as a convenience to broadcast information to your branch ofthe council Unlike the Motices system email messages will only go out once per send Recipients will not be able to reply to this email When you use the best tool forthe communication job you help keep eBudde quick and lively for everyone Thanks Subject Send email to all F Troop Leaders Message F Troop view Only Users Troop Cookie Chairs imax SMB Attachment To edit your Service Unit Contact information click the Edit button below to the contact name The system will open up a page to change the information To create a new council contact see the section on service unit settings pe Show Navigation Becky Manual 995 Contact Information Contacts Juliette Low Contact Information First Name Juliette Phone 555 5555 Last Name Low Cell 555 5555 Address 125 Any street Receives email Active Address Login beckymanual ibb com City San Diego State CA zip 39999 Submit Cancel Page 17 Change the information by clicking in the box and keying in the new information Click the Submit button to save the changes If you wish to cancel the information keyed click the Cancel button Settings Tab The settings tab allows fo
44. ut Girl Rpt Final Incentives Order Fill Out Girl Rpt NOTE The Initial Incentives Order option may not be available This is an option that can be selected by your council For this example we will be working with the Final Incentives Order The View button allows you to see the incentives order The Fill Out button is for entering the girl and troop order Troop 6073 Final Incentive Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sales Transactions Incentives Deposits Sales Report Use the form below to fill out your final incentive order Click on a girl id at the top to edit a girl s incentive order GIRL ORDERS Becky H receives 7 incentives size catalog selection done Becky L receives O incentives Cynthia VV receives O incentives Patricia receives 2 incentives size catalog selection needed TROOP ORDER Box Level Quantity Incentive 50 2 Leg Warmers 150 2 150 Inspired by U patch 500 2 500 choice pick 1 1 SuperSet Global Splash Fashion Tee D ch 1 AG O AM Hair Bath Towel Set for Small Panda T Shirt for Small Panda Miranda Panda Plush Small Mama Panda Plush Large O Wi Submit Incentive Order I AM 8 lf you need to enter information for a girl order the system will tell you eBudde will point that out to you by highlighting a message in red saying size catalog selection needed Once you have submitted the girls order ebudde will display the message in green size c
45. vice unit are listed here The detail for this information can be found on the Troop Sales Summary report or the individual Troop Sales Report Incentives This will list the incentives currently ordered by the troop The troop must submit the troop order for the numbers to be displayed on the dashboard Order Totals Graph Comparison graph for the service unit from last year to current date The last season numbers can be found on the service unit settings tab This season numbers come from the transaction tab for the service unit and the troops Calendar The calendar will show eBudde deadline dates and council specific dates Distance to Goal Each troop will be displayed showing the goal that they set on the troop setting tab and the cookies that they have sold In addition the service unit goal can be entered on the service unit setting tab and eBudde will calculate the packages sold by the troops to compare against the goal and is displayed on the dashboard Per Girl Average This graph depicts the per girl selling average for the service unit which are the total boxes sold by troops on the initial order and service unit initial orders girl selling from the troop setting tab The goal number comes from the goals entered on the girl tab Page 15 Contacis Tab The information supplied on this screen was entered by you or set up by your council To add or remove a contact you will need to select the Settings tab Lemo
46. wn Level Program Age Level of the troop No Incentives Additional Proceeds If this troop has the option of not receiving incentive incentives and receiving additional monetary funds click in this box CGS AGS only Bank Name optional Enter the troop s bank account name or leave for troop to enter Bank Routing No optional Enter the troop s bank routing number or leave for troop to enter Bank Acct No optional Enter the troop s bank account number or leave for troop to enter Troop Leader or Troop Cookie Chair or Troop View Only Users You MUST enter an email address for one of the three types of users Email Enter email address First name Optional Enter in contact s first name Last name Optional Enter in contact s last name Active Check this box if you want the contact to have access to the system Receives email Check this box if you want the contact to receive email from you and or council and the confirmation emails when ordering Add to all seasons Check this box if you this contact to have access to the troop in previous years Below are examples of entering contact information e Option 1 The troop will be entering troop information and orders You want them to receive the emails that eBudde sends confirmation cookie and incentive orders and you want them to have access to the system E mail validematladdressigivalid com v Active v Receives email Add to all
Download Pdf Manuals
Related Search