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Troop User Manual August 1, 2012

1. Page 21 Troop Booth Recorder Only Users Troop Leaders and Cookie Chairs should NOT add yourselves to this user type This user can ONLY record booth sites Active E mail Receives email First name Last name Ll Primary Add to all seasons Page 22 Girls Tab The girl tab allows you to enter in the names of the girls in your troop You can add girls delete girls and change their information Girls cannot be deleted after the troop has submitted their initial cookie order Troop 6073 Girls Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits 60 Imre Geen eee import Export Girls Help First Name Last Name GSUSA Id Grade aeu Reg d pude ae Delete Ama Murray 2 we vg v Becky Harrigan Dip WES ou ail cindy Wright Io 8 il aw vl Denise Mitchell a ig wl Ax wl Shameeka Patterson 3 a ail vxs wl JI JI ell H wl JI JI ell sel LJ Ji ell CSCO sel Add Girl Information To add girls enter in the information You can use the TAB key to move between the boxes First Name Enter the girl s first name Last Name Enter the girl s last name GSUSA ID Optional Enter the girl s GSUSA ID Grade Optional Enter the girl s grade K 12 Cookie Club Login Optional Enter the girl s cookie club login Reg d If the girl is registered check the box Sales
2. BENI the left Troop 6073 Dashboard idant art rte bent itt Codes Led rs vol Cede s WI Mas pea Os di Lai SLE Ibps GUC hg Valen tee er Important Things You Need To Know Troop Checklist Complete VF eTremimg Cotngs aed Cantacts Erie Oot Names Git k nt Caco Order wey TADA Sumt ind cs Onde g ac H r E a Ano I an Cae reat 6 Cool dad iver ny Tra eackon t E Submit F i ncentvet re D 1 Fi Lup s1 D Upcoming Booth Sales Print A Sstez Taik kat EI _ _ fiche Page 13 Troop Tabs eBUDDE provides a variety of features for troops to track their cookie sale information Your council will specify which features you will need to use Some screens may look a little different as your council can tailor eBUDDE to meet your needs In addition some tabs may not be available to you as well Contacts Settings Girls Init Order Delivery Gi Orders Booth Sites Transactions Incentives Deposits GOC Org Sales Report Dashboard Default screen that shows important messages calendar checklist and dates Contacts Allows you to edit your contact information This includes name address and phone number This DOES NOT include changing the email address or email and access rights That must be done from the login screen Settings This allows you to change the number of girls selling registered program age level incentives option banking information as specified by your council You can also a
3. Please read the End User License for any questions regarding the use of eBudde You may also view our Privacy Policy Page 11 Success Your password has been reset to a temporary value that has been emailed to you at btest1cilbb com Page 12 Menu Bar Home Help eLearning Manuals LittleBroyenie com Cookie Club Log Out The Menu Bar provides additional support for you in eBUDDE Home Returns you to the dashboard page 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 These are audio visual 15 minute training modules on each of the tabs for troops Manuals This provides a manual or a customized council manual in Adobe Acrobat PDF format LittleBrownie com This provides a link for you to go to the Little Brownie website that has additional resources Cookie Club This provides a link for you to go to the Little Brownie Cookie Club website where your girls can track cookie sales send eCard promises and maintain their contact list Log Out This allows you to log out of the system ll Hide Navigation The Hide Navigation feature allows you to hide the TE display of the navigation tree Click the arrow to Council toggle this feature on and off This can be helpful if the form on the right that you are trying to fill out goes eo off the screen It will move all the information over to
4. Add a new troop cookie chair desig nate the rue SS primary Frstname Lastname O een each category Troop View Only Users Active Add to all seasons Page 19 Girls Registered Enter the number of girls registered in the troop May be automatically filled in by number of girls registered on the girl tab Girls Selling Enter the number of girls selling in the troop May be automatically filled in by number of girls selling 1 box or more on the girl order tab Troop Goal pkgs Enter the troop goal in packages Level Select the appropriate program age level No incentives additional Proceeds Optional Mark the box if the troop has selected to receive additional monetary troop proceeds in lieu of incentives Bank Name Optional Name of bank where troop has it s account Bank Routing No Optional Bank routing number where troop has it s account Bank Acct No Optional Troop bank account number Generic Proceeds A council may have council specific proceeds that troops are eligible for Data Points from the Previous Year This is information from last year s cookie sales Your council may already have this information for you Contact information You can add three different types of troop level users Leaders Cookie Chairs and View Only You can also delete troop users Remove You can remove users by clicking the remove Box next to the email an
5. Goal Enter the girl sales goal in boxes Click the Update button to save the information Page 23 Edit Girl Information Change the girl information Click the Update button to save the information Delete Girl from Troop Click the box under the column labeled Delete next to the name of the girl you want to delete The girl CANNOT be deleted after the troop has submitted their initial order Export List To Cookie Club Import Export Girls Help Import List From Cookie Club see Appendix A for instructions for Cookie Club eBUDDE Import and Export Page 24 Init Order Tab The Init Order tab is used to enter the troop initial cookie order There are two methods for troop ordering You will be directed by your council as to the method you are to use The initial order can be in cases or packages as directed by your council NOTE If your council participates in a Gift of Caring program or something similar you will see an additional variety column labeled appropriately Ordering with Booth and Girl Totals Click on the initial order tab located on the right side of your screen Troop 6032 Initial Order Page 25 Click on the word OTHER This line is for the total of GIRL orders The system will highlight the line Click in the first input box at the bottom of the page the line will highlight NOTE GOC column s is not available for other sales Troop 6031 Initial Order Enter the cookie quantit
6. Order 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 Below is your current Final incentive order TROOP ORDER Box Level Quantity Incentive 25 2009 Patch 100 Beach Towel 250 Eco Ellie Classic Tee 3 Js 1 Au 0 y De 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 Troop Incentives Order Forms Initial Incentives Order Final Incentives Order View 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 w
7. due from the girl There may be additional column s for tracking Gift of Caring Donation programs that are specific to your council The system will tell you how many cookies you have ordered through the initial order cupboard depot pickups and or troop transfers It will then tell you the difference between what has been allocated to the girls This will help to ensure that you allocate all the cookies received to your girls Girl Totals This line shows you all the cookies that have been allocated to the girls Your goal is to match the total number for the girl totals line to the total number for the troop order line Troop Order This line shows you all the cookies the troop has received either via initial order troop to troop transactions pick ups from the service unit and or cupboard These packages are ultimately what the troop is responsible to pay for This line will update throughout the cookie sale Difference This line is to help you know if you need to allocate more cookies to girls or if you have over allocated The goal is that the total column on the Difference row will be O by the end of the sale As you assign cookies to girls the girl total line will be updated As transactions are posted to your troop see the transaction tab or sales report for details the troop order line will be updated Page 34 Girl View Troop 1 Girl Transactions ivt e an d Lista t de KE uh bet rdi lhetteery Lal Oren Hau
8. for IBM compatible systems can be downloaded from the following web address htto 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 eBudde has scheduled time outs at 2 hours of inactivity eBudde will close out your session logging you out if you have been inactive in the system for 2 hours Page 6 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 lt can 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 and troops see the troop tabs Below is an example of the tabs To select a tab click anywhere on the tab Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits GOC Org Sales Report Tab Key The tab key is used to move from one box of information to another on all screens Page 7 System Access The eBUDDE system sends every new user an email wi
9. in Cookie Club you will see the button but get an error message upon pressing it Therefore import export can only be done once unless all girls are manually deleted before doing it again Page 64 Appendix B Gift of Caring Screen Shots There are three different types of Gift of Caring Council Troop and FYI These columns are optional See your council manual for detail information Any columns on the initial order tab will show on the girl order tab However there may be columns just on the girl order tab that are not on the initial order tab The acronyms are council specific The screen shots below are just an example Location and Specifications for the Initial Order Screen Council Gift of Caring C GOC This column will show on the far left column before the Savannah Smiles variety The cookies in this column are not ordered However the quantity for these cookies will be part of the total boxes sold for the girl and will be added to the financial dollars Troop Gift of Caring T GOC This column will show on the right as a column displayed before the Total column The cookies in this column are not ordered However the quantity for these cookies will be part of the total boxes sold for the girl These cookies will NOT be added to the financial dollars The expectation is that they will be ordered as booth other on the initial order or at a later date FYI Gift of Caring F GOC This column will show to the far ri
10. incentive orders for all the girls in one master girl list Under the Edit All link you will see every girl her boxes sold t shirt size and list of incentives If choices or sizes need to be made you can do this for all the girls at one time 14 There is a new tab labeled the GOC Org tab This tab allows you to enter the organization name address and contact information for those organizations the troop donated cookies to Page 5 Computer Specifications Information The eBUDDE system has been tested on a variety of computer types and different web browsers 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 FireFox Internet Explorer Hecommended Minimums 700 MHz Pentium 3 1GB RAM 1 0 GHz Pentium 3 1GB RAM Hecommended Systems 1 0 GHz Pentium 4 1 5GB RAM 1 5 GHz Pentium 4 1 5GB 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
11. record packages sold at a booth sale through the Booth Sale Recorder mobile app and in eBudde These are very limited roles in eBudde that do not allow access to any other tab on the troop level Leaders and cookie chairs can automatically use the mobile app DO NOT add leaders and cookie chairs to these roles or they will lose access to the other troop tabs You can now designate a primary contact for each of the user roles Refer to page 17 for more details Troop settings tab field availability determined by council Some fields may be unavailable to troops as determined by the council On the girl tab you can now enter in a girl s t shirt size This information will be available on the incentive page THIS WILL NOT AUTOMATE THE INCENTIVE SIZES The delivery tab is now available in sections for data entry as determined by the council 10 There are two formats for the girl order tab The girl order tab can be in category format or variety format The variety format will include a column for a booth sale checkbox to designate cookies as part of a booth sale This is needed if your council automates incentives based on booth sales Page 4 11 There is an add payment button on the girl order tab to add only payment records Payments can also be added using the add transaction button 12 The girl order tab can be locked where you cannot allocate more cookies to the girls than the troop has ordered 13 You can now enter the
12. will then access your council s information 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 9 Contact Information Page Current Password Hew Password Confirm Hew Password You may use the form at the First Mame Phone 619 555 5555 detec sed Harrigan 619 444 4444 and rontertinfarmution Last Name Harrigan Cell A 619 444 4444 Address 125 LBB Lane Address Current users 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 4 with new features and functions to make the 2011 2012 Cookie Sale Season a success P Budde Member Log In Password E 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 fi
13. work Therefore the troop must exist in Cookie Club but carry no girl data this blank troop must have the same troop number and same Council as the eBudde troop before a push of the girls will work tee Here s how to upload a group of girls from eBudde into the Cookie Club 1 Start in eBudde logged in at the Troop Level 2 Click on the GIRLS tab grey tabs at the top of the page next to Settings 3 o push information to the Cookie Club starting from scratch you only need to record names for the girls GSUSA IDs and sales goals are optional Click the Update button Once you receive Update to Girls List was successful then Click the button Export List to Cookie Log into Cookie Club as the troop leader and you can see you girls there Note that a default password cClub is created for each girl You can edit these at any time simply be sure to Submit save so the data change is recorded While you re logged in as the troop leader you should record ages for each girl so they are served the correct version of the Cookie Club Also edit the sample sales goals if you need to by recording the total number of girls selling cookies and the box goal for the whole group NS ole Background Information of note 1 The Cookie Club asks a troop leader to create a password and the system automatically generates the User ID for a girl If an eBudde user is initiating from eBudde instead the system actually creates th
14. your name You can edit your information and also You then click Submit Becky Harrigan Contact Information First name Becky Home phones 619 555 5554 Last name Harrigar Cell phones 619 444 4444 Address 1231 Any St Receives email Active Address Login bdeleibb corr City San Diego State CA Zip 92105 Change Password Current Password Mew Password Confirm Mew Password Ifyou forgot your password click here and an email with the new password will be sent to you at hdeliglbb corm Page 16 You can change all information displayed except for your email address You can change your email by logging out and at the login screen click the link to update your information Once you have made your changes click Submit to save the information Click Cancel to leave this screen without saving the information Page 17 Settings Tab The Settings tab allows you to change your troop information The troop is set up by the service unit However at the time of setup information may not be available such as girls registered girls selling incentive option banking etc This tab allows you to update your information You can also add additional troop contacts or delete troop contacts using this tab settings for Troop 6073 Dashboard Contacts Settings Girls Init Order Delivery Gid Orders Booth Sites Transactions Incentives Deposits GOC Org Sales Report Edit Settings Settings Number 6073 Foirls Registere
15. 0 Christine S mith mmu CL SALE CR Bal Due n 060 240 00 5 48 00 5 200 i200 141 00 Page 42 y 224 00 Printing Exporting Saving Printable Version click this button to have the system provide you a screen to print your worksheet This button is available on the Troop summary screen and on the Girl Sales detail screen Export click this button if you want to download this information to save as an html file or cut and paste into another program This is available on the Troop Summary screen only SAVE You must click this button to save the information you keyed in this screen The system will display a screen as it is saving your data Once this box goes away your data is saved This button is found on the girl sales detail screen r Printable Yersion Troop Summary Screen Girl Detail Screen KM Add Tran Add Payment Page 43 Your council may lock the girl transactions so that you cannot over allocate packages This means that eBudde will not allow more packages to be given to the girl than the troop has ordered and or picked up from the cupboard If you try to over allocate packages eBudde will give the following message Troop 1556 Girl Transactions HL asbda ur 4 agin OROT L Nt Orde Deber Gid Gre eet Lon s ETT been Varo edi ons TIET 2 Dees Data lives A Switch to Girt Lily F Ou Y ey Draache 0f CACA 9 ns bfreecbon P edt Comment Bth Sn Tre DSO San Duke MEM Tags Thit Get T
16. 20am 8 25am 8 30am Sales Report Answer the questions and select your time by clicking in the box to the right of the time Click the Submit My Info button The system will confirm your submission NOTE Your council will designate which option s you will need to select Page 31 A delivery confirmation page will be available as specified by your council Click the view confirmation button View Confirmation Troop 6073 Delivery Sheet Wash med Lagun Being Gide Je Order Delivery d Orders Howth Bir Trameartinns eris Depas Sales Mega Aug 2 2011 at 12 45PM Ed KH Please print thes page and bring it with you d t7 17 17 17 17 17 17 17 136 Pickup Name Lemon Grove Pickup Location 123 Any St San Diego 88988 Pickup Date Saturday March 10 Pickup Time 8 40arn ESTIMATED Number of Vehicles fyou will need ONE of the following Message from your Delivery Clerk 4 Compact Cars 3 Standard Cars Prease be prompt 7 Station Wagons i Standard Pickups 1 SUWMirevan t Standard Van Moving Van Helpful Hints 1 Bring people to help but remember people take up room just Hee cookies 0 adjust he nurnber of venicies accordingly 2 Every effort will be made to respect your delivery fime But sometimes it s not possibis 10 have everyone pickup st thelr aast tre Plesse be patient Were all here to have fun and pel the rookies Signature Page 32 Girl Order Tab Category Format This tab allows
17. Deposits GOC Org Sales Report AS f erie f i and sig tup FOr Council Booth Sales Seavert Ro Council Sales ia View and edit your roop sales by selecting My Sales emm Green Branches have openings Council Booth Sales Detroit MI El Cajon CA San Diego CA Free Slots Pressing the Free Slots button will give you a screen to select your criteria for finding available booth slots You can search using multiple criteria Once you have entered your criteria click the Get Report button If you decide not to look for free slots click the Back button Specify Any Filter Criteria You d Like Business Mame City State ex NY Zip Dates and times can be entered in many different formats including things like tomorrow and 2 weeks fram today hut if vau get errors ar odd behavior formats like 271 2011 and 8 00pm are the bestto usa Starting Date Ending Date Start Time after Start Time before Page 45 The system will report back any available slots according to your criteria Becky Testing Council Available Booth Sites Jul 6 2011 at 02 42PM Business Address Ci State Zi Date Time End Time Cub Foods 10520 France Avenue South Bloomington MN 55431 Mon 2 1 8 00 AM 8 30 AM Cub Foods 10520 France Avenue South Bloomington MN 55431 Mon 2 1 8 30 AM 9 00 AM Current Signups To check on your troop s booth sale locations at any time click on the Current Si
18. IV OOT MEET TM 51 Individual Girl Incentive Order 52 Depositada dada dia did 57 Adding Uepoente enne 58 Navigating the Deposit Information Page ooccccoccccncccnncccnnoccnnnnconanonnnnnnnannos 59 Editing Deleting Depnoseite 59 Exporting the Depnoents nnne nnns 60 Sales Report 62 63 Appendix B Gift of Caring Screen Shots cconccccoccnccnccnccnccncnncnnonanononacnnnnncnnnnnoos 65 SojgecRcocme 66 ji COG 68 gmiicoc 70 Page 3 What s New Forgotten password on the login page will reset password and send information via email to user New recommended computer specifications on page 6 for more details Upcoming booth sites that a troop has signed up for will be displayed on the dashboard You can now change your password on the contacts tab by clicking the edit button next to your information and entering a new password on page 16 for more details More optional troop contacts Troop Cookie Pick up Only User is a new role to allow other people besides troop leader and troop cookie chair to sign for cookies picked up at a cupboard through the Cupboard Keeper mobile app Troop Booth Sale Recorder Only User is a new role to allow other people besides troop leader and troop cookie chair to
19. Little Proumie BAKERS C Budae Troop User Manual August 1 2012 https ebudde littlebrownie com Table of Contents Ie 4 Computer Specifications Information n 6 Navigating ING SO Messe pcia 7 OY SIS IN CCS nn 8 Ro 9 Socials EE 10 FOTOS ASS e 11 A e IA 13 LOOP tabs nested said dona donada nodo dona donadas 14 Dashboard Tab 15 eontzie c Tania alcala 16 e ORE 18 EE 21 GS Taiana 23 AGA SI ue de Oee A as 23 EQ GIN MO MAIN rr ico 24 Delete Gi THOM TOOD E 24 Init Order Tab 25 Ordering with Booth and Girl Totale sseesciirscnrneicnrnniarnninnnnnn nn 25 Ordering by Individual Girls cooocccccocnncccncncccnnncnonnnononononacononacnnnnncnnss 28 ndo o 31 Girl Order Tab Category FOMA t essinissrissrisiiisiouniisnsisi nanaisin 33 ROOD Buglen y VIEW snoot 33 A e Poo see uedouseextseuemenedenaseuedeneoeusgeneeaueseresanedonees 35 Adding Additional Cookie Orders nn 36 Adding Only Payments occoocnccccnccncnccncncnncnnnncncnnnnnnncnnnnrnnnnnnnonnnonnrnnnnrnonnnncnnens 36 Girl Order Tab Varieties Format ccccoccccccccnccccnnccononononnnonanononacononannnonannnnnos 38 Troop Summary Vie m EE 38 Girl View E E EE E 40 Adding Additional Cookie Orders n 41 1010 BET 45 SMS ot 45 Council Sponsored Booth Sales Council Sales 47 Troop Booth Signup Request Cpionalt 49 INCSNUIVES AD TT Tm 51 ROOD MACS
20. board Keeper mobile app you will need to add this person s email in eBudde This user does not have access to anything in eBudde except updating their own contact information Their email and password will be used by the Cupboard Keeper mobile app to verify that they are allowed to pick up cookies at the cupboard NOTE Asa troop leader or troop cookie chair you are able to pick up cookies DO NOT add yourself as a troop pickup person or you will LOSE ACCESS to the other tabs in eBudde Troop Cookie Pickup Only Users Troop Leaders and Cookie Chairs should NOT add yourselves to this user type This user can ONLY sign for cookies recemed at a cupboard Active Ese Receives email First name Last name Primary LJ Add to all seasons If your council uses the Booth Sale recorder mobile app you may specify additional booth sale recorders users If you have an adult in charge of the booth site that is not in eBudde and you want them to record the booth site sales you will need to add them in as a Troop Booth Recorder Only User This will allow them to record the booth sales on the mobile app and or in eBudde They will also be able to change their contact information in eBudde They WILL NOT have access to any of the other troop tabs in eBudde NOTE Asa troop leader or troop cookie chair you are able to record booth sales DO NOT add yourself as a troop booth recorder only user or you will LOSE ACCESS to the other tabs in eBudde
21. cts Ne tags bites Init Orbe Deh cas Biel Ordaz Hao fables Teameactions mentes lIoposits Boxes soht 564 Box Level Incentive 150 Beanie Cag 400 Doodle Pad Photo Frame 200 bar patch pick 1 v 200 Bar Patch C 400 Bae Patch _ Globat Splash Fashion Tee UM AG AMA Cookie Dough 300 Haw Bath Towel Set for Small Panda Sales He part Page 53 The girl screen will vary based on your council incentive program There may be more less 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 Lise the forn Delirio OL incentive order Click on a qi ic atthe fap to edit a quis incentive Order GIRL ORDERS Cindy Vo receives b incentives sizefcatalog selection done Patty VW receives 2 incentives sizefcatalog selection needed All Girt incentives Gat Mali Avery Bowes sobt 113 Box Level Incentivo 106 109 Package Lowel pir
22. d Foirls Selling Troop Goal pkgs 5000 Level Junior No incentives additional Proceeds no Bank Name Bank Routing No Bank Account No Girl Varieties no Generic Proceeds Fulfillment Fall Product Sales 0 020 no Data Points From the 2011 12 Sale Initial Order Pkgs 624 Addl Order Pkgs 322 Girls Selling 4 Girls Registered 6 Troop Goal Pkgs Unknown Troop C GOC Pkgs 0 Troop Leaders THEO 7 3bdieelbb carm WW Primary Gets email Active Click the Edit Settings button to make changes Page 18 Add Edit Troop in Troop 6073 Ushbawt Contes Haaga Ch Init Oner ney foi Orders Reeth Sir Iupuncbe decentes Bet GOL Ory Sales Beton Settings Ber SESA A Meine Registeret Starred boxes WY or Selling Troop Goal pkgsk 5000 may not be Level Aren L No incentives additional Proceeds C avallable for Lx Bank name XX Bank routing no data entry at Y Bank Account No council discretion Genetic Proceeds Fulfillment FX Fan Product Sales 0 020 C Data Points From the 2011 12 Sale initial Order Pkgs 674 overnce Addi Order Pigs 372 cvermos Gils Seling 4 gree Girls Registered 6 Overice Troop Goal Pkgs Troop C GOC Phos 0 overice Troop Leaders theo 3bdgelbb com Ci C Remove Mv Contacts can CWE Enel PE O Receives email have ACCESS Firstname Lastname sid LI Primary to previous lAdd to all seasons season s info Troop Cookie Chairs NEW can
23. d name NOTE Do not remove yourself or you will not be able to get back into the system Email Enter the email address of a new troop contact under the appropriate header Active If you enter a new troop contact mark if you want this user to access the computer web based software system Uncheck the box if you do not want this user to access the computer web based software system First name Optional You can enter in the contact 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 Receives email If you enter a new troop contact mark if you want this user to receive order confirmation emails Uncheck the 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 Click the Update button to save your information Click the Cancel button if you want to leave this screen and not save your changes Page 20 There are two troop contacts that may be available Troop Cookie Pickup Only Users and Troop Booth Sale Recorder Only Users If your council uses the Cupboard Keeper mobile app you may specify additional cookie pickup people know as Troop Cookie Pickup Only Users For example if you have a parent picking up cookies for you and your council uses the Cup
24. dd additional troop contacts Girls This allows you to enter girl names grade id and goal information Init Order This option is for entering your troop initial cookie order Delivery This option is for selection of delivery site if applicable and a printout of cookies order delivery site and pick up time if applicable Girl Orders Optional Track girl initial booth and additional orders and payments Booth Sales Optional This option allows you to select council booth sale sites and or request a troop booth sale site Transactions List all cookie transactions initial order cupboard pickups and troop to troop transactions Incentives Troop incentive ordering Deposits Troop deposit recording Sales Report Recap of all troop information Initial order additional cookies troop profit deposits and submitting total Gift of Caring numbers if applicable Page 14 Dashboard Tab The dashboard tab is the screen you will see every time you log into eBUDDE You can print the information on the tab if needed for reference It will show you any important messages from your council and or your service unit It also shows you your starting dates and deadline dates These dates are important because they inform you of when you can start doing data entry and when you need to complete certain functions in the system In addition your council can add their own dates to the system On the dashboard there
25. e 1 KR rika Libupgh Pkg 30 Coote Dow Tren iP atkipabon Fax h nos Pano Case Package Hie mrt C geg Themm wtxip3sn Fas h real Fan Peare 8g G tt Aieotatgt Feos id Bares vu 67 Box Level Inc estive 156 15 Package Level ipici ti 142 Cooke Diugh Pateage Thmmm wtxipgszn Farh 45 Cacao Got Owafo Trava Bog Partage I emet arth ipn Fact at Fabre Peace Supr Brae Poricd Cass Gerafte Travel Rag Aia Page 54 Troop 70 Final Incentive Order Dashboard Contacts Settings Girls Init Order Delivery Gi Orders Booth Sites Transactions Incentives Deposits Sales Report Lise the form below to fi out vour final incentive order Click on a air JO at the top to edit a gis Incentive order GIRL ORDERS E dit All Aaliyah A receives O incentives size catalog selection done Abigail L receives D incentives size catalag selection done Anessia G receives D incentives size catalag selection dane Arabella B receives D incentives sizefcatalog selection done Bailey M receives O incentives sizelcatalog selection done Beth F receives U incentives sizelcatalog selection done Carissa VW receives D incentives size catalog selection done Cecilia R receives incentives size catalag selection done Once all the girl incentive orders 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 th
26. e 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 Lise the forr below to fil out your fina Incentive order Click on a qi ici at the too to edt a gin s Incentive order GIRL ORDERS Becky H receives 5 incentives size catalag selection done Patty WW 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 1 200 Bar Patch 0 400 Bar Patch 0 Global Splash Fashion Tee o Ys o vM 0 AS O AM 1 Cookie Dough 300 1 Hair atb Towel Set for Small Panda 0 0 GOC Patch 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 56 Deposits The deposits tab will allow you to view the deposits made by your troop into the council cookie account If your council allows you can also enter the deposits that you have made to the council This is not where you record your individual troop deposits for troop profit Add Deposi
27. e userlD and a default password for her 2 eBudde does have a field titled Cookie Club Login This field helps us keep the data Page 63 clean If by chance a girl or a few of them has been manually set up in Cookie Club already this is an opportunity for the eBudde user to note that so the system can sync and won t mistakenly create a second userlD and password for that one girl So eBudde to Cookie Club push simply needs names and ages then the Cookie Club creates Girl IDs and passwords automatically the default password cClub which the troop leader can view and change within the Cookie Club at any time That extra Cookie Club Login field in eBudde is simply to avoid duplicates You will be able to export and import girls from to eBudde to from Cookie Club However its eBudde centric that is you must initiate the transfer from eBudde There is no tool in the Cookie Club to push information into eBudde Exporting girls from eBudde to Cookie Club will create the logins and passwords all passwords will be cClub The troop leader can change these passwords at any point in the Cookie Club Importing girls from Cookie Club into eBudde will grab all appropriate fields name gsusa id cc login etc Importing into eBudde is disallowed if any girls already exist in eBudde or if the troop has submitted their initial order you will not even see the button Exporting to Cookie Club is disallowed if any girls already exist
28. eld 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 You may also view our Privacy Policy Page 10 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 Password A forgotten password does not require a phone call Welcome to eBudde 4 4 with new features and functions to make the 2011 2012 Cookie Sale Season a success d Budde Member Log In Password FT 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
29. ght of the screen after the total column This is an informational column only These cookies will NOT be part of the total boxes sold by the girl The expectation is that the actual cookies have been ordered by variety and this is just to inform the council how many of these cookies are Gift of Caring Page 65 Council GOC Initial Order Screen Girl Order Tab Category View Birra ame yow oap sales Broken Aen by Gwi Mutin To viec GUS Transactions cc ovo the Spuere row OF Programs Girl Order Tab Variety View Troop 9 Girt Sales Record MCK Ger are your boop sates roten aun by Ge eech NEM To vewedt a Gets Treneactions click on Me samnorcponate row Dri Programs Car ne Y 0 6 0 y 0 0 0 0 0 000 000 000 Chios C 0 o 0 0 0 0 nus 12 7200 6300 200 EmtyF p 9 9 0 7 2 2 5 5 Mm 84 00 8400 000 asata Y 3 o 0 0 0 0 0 0 0 1200 10000 148 00 Jutta B 2 2 0 4 1 7 4 s N 96 00 256 00 16000 Maddy G t 2 1 0 3 2 V 7 SE 106 00 304 00 196 00 Madeira M 0 o 0 0 0 0 0 0 0 a 000 9000 80 00 Mora b 3 a 3 1 0 1 6 ar 116800 394 00 TEEN HALLE UI gt p D deel Page 67 Troop GOC Initial Order Tab E In Troop 6073 Initial Order t e A d 2 MS i a ADi A d Saa atoian at you Oke pat Sut Yo your SU ony Once Girl Order Tab Category View Je Troop 6073 Girt Sales Record i Tree vere Below ave your troop agis t
30. gnups button A separate window will pop up to show you your locations This report will show council sponsored booth sites and approved troop requested sites Troop 6073 booth sale signups Misc Jul B 2011 at 02 47PM Business Location Hotes Date Start End Duration Created Time Time B 1440 Northland Bion Drive 3rd floor near Sel up atthe 3rd floor College Megabyte Cafe outside the Megabyte OF fest 1 11 00am 1 00pm 0200 Council Mendota Heights Cafe MIN 55120 Becky s 12345 Any St Pizza Minneapolis MIM D 7625 1 VO0am 8 00pm 08 00 Troop Parlour 99994 Page 46 Council Sponsored Booth Sales Council Sales Council sponsored booth sales are sites that are scheduled by council and open to all troops to hold a booth sale at There may be rules to how many and when these sites can be selected Your council will inform you of these rules Troop 00007 Booth Sales Browse and signup for Counc Booth Sales Free Slots ai T ep e Ki Council Sales b Sales view and edil you DC Sales Oy chclong My sares 3 Cental indana Lu Ger Branches nove conning MEN RS 1 Council Booth Sales pa d ni Amarte lexancdna so d orowowey K Mart Anderson Wy 46012 K Mart 2825 N BOSGRA Fi Feb 27 2008 500pm 3 00pm Musi ser up ouside and bring own able chaws Sat Feb 28 2009 9 00am 00m sun M 2008 1000an 7 00 P L ei t age 1 em apar hoose a tme slot and ther LE Fri Maro 2009 5 O0pe d Um GOAR Ha 109 900am St Ta opt Ou clica o Mal s
31. he summary view Adding Additional Cookie Orders Click the Add Trans button The line will highlight Double click at the bottom of the page in the comment box Troop 1556 Girl Transactions A t EN LL Seg bag Cru IG Hon Gal Orders Hasc Sites lies e barr be rubros llar e Kr Hate Switch t Girl Christine S Foy may eod fansacbons of CAR a NADA boost Don ID at Comment Bih Sm he OS0 Sam Duke UEM Tage Tmt Gert total Vota Due Pa thal Dua tral Order Love beet 17 2 1 tl 17 2 a 40 00 0 200 10 bach zait uus mM ite NS mmm D NEM NE BEN Cm E 12 1 n D 1 Vv d KU 740 00 1000 740 00 In the boxes below key in a comment and the additional cookies using the tab key to move through the columns You can also enter in a payment at the time of entering in the cookies Click the Enter key to end the data entry OR click the OK button The information will be displayed on the grid Click the SAVE button to save the transaction s Page 41 Lastia ba Fri carte b Ordo Iob d Cammen int Order Locked Bth SvSen ho E hooth sale parmentony Fay mM ace Ire 12 5 Wette rn Gon Tx 0 50 1 Troop 1556 Gir Transactions Lowe an hopa Me LLLI Marth Stee Gael Orders hh A Drs hoe A do Ds pa En 495 Megan Switch to Gil LE Sam Duke TUS Tags TM GoC Feta Total Due i 0 i E 17 gt 60 340 00 1 B 3000 L 1 PR 3 an 210 0
32. ies for the girl orders Tab through the boxes and enter your cookie quantities The system will show you the total Verify the total and press enter or click the OK button The system will move the numbers to the OTHER line If so designated by your council you can also enter the troop s booth order Click on the worda BOOTH The system will highlight the line Click in the first input box at the bottom of the page the line will highlight NOTE GOC column s 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 click the OK button The system will move the numbers to the BOOTH line Page 26 The system will display the completed order i Troop 6032 Initial Order Ament ri Lastut Hertag liata init Order Lettoerr lieet Sts mamen Free llega ets Habes Be Wire ie et cumimit imbal bep one Cases do Order D H 10 12 14 16 18 20 124 To change any information click the row that needs to be changed The data will be displayed on the bottom input row Click anywhere in that row to make changes Press enter once changes are complete 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 s
33. ies you have ordered through the initial order cupboard depot pick ups and or troop transfers It will then tell you the difference between what has been allocated to the girls This will help to ensure that you allocate all the cookies received to your girls Girl Totals This line shows you all the cookies that have been allocated to the girls Your goal is to match the total number for the girl totals line to the total number for the troop order line Troop Order This line shows you all the cookies the troop has received either via initial order troop to troop transactions pick ups from the service unit and or cupboard These packages are ultimately what the troop is responsible to pay for This line will update throughout the cookie sale Difference This line is to help you know if you need to allocate more cookies to girls or if you have over allocated The goal is that the total column on the Difference row will be O by the end of the sale As you assign cookies to girls the girl total line will be updated As transactions are posted to your troop see the transaction tab or sales report for details the troop order line will be updated Page 39 Girl View Troop 1556 Gir Transactions TETTI basia te ictaags ZI bag Onder Deters bt Orders theed Seer Irasgs e ten becats epee Labra Argent i ave Switch to GAE Christine S ray may aco brsosactona or CCA a previous ansaction lo eat Comm Bi m We DSO Sam Mee TUDM Tags I
34. io agar and e ra 2i FnMar13 2009 5 00pm 8 00pm Time Troop Fa Mar 14 200u 2 J ni T ipee 00pm Claimed un War 15 2009 1000an Heu Lowe s Home Improvement 2335 S Scat 00am Claerned TMa i 12 00pm Clasned Framsdin IN FC retten M i To begin selection of your Council Booth Sales click on the plus sign next to the city in which you are interested in holding a booth sale Then choose the store and location by clicking on the plus sign next to it Choose the date and time range you are interested in by clicking directly on the text This will bring up a small screen on the right which will show the available time frames To select the time period click on the space to the right of the time that you are interested in To deselect it you just need to click the space again Once selected click on the submit button to reserve your location and time You will Page 47 receive a message that your time is reserved Click OK on the message window to proceed NUS dde He Ra Big Save Eleele Eleele Hi 96705 Store Requires notice if you cannot make it Choose atime slot and then ro ant aut oliok on that slot again and re subit Time Troop 9 00am Claimed 1 00pm 5 00pm Page 48 Troop Booth Signup Request Optional Council may allow troops to request personal booth sites through eBudde eBudde has a process for approving denying requests and you can see the status of your request once submitted Tr
35. ions for another girl without having to always go back to the troop view Click the dropdown arrow and select a girl name Page 35 Return to Summary View This link allows you to return back to the troop summary view Any transaction entered will automatically be displayed on the summary view Adding Additional Cookie Orders Click the Add Trans button The line will highlight Double click at the bottom of the page in the comment box Troop 1 Girl Transactions 135 s ad Larix t tefte ut hat Tiet Hits Lal Ode Hast habs guia IT ibe itnn lepa t habes apest Edi MO Switch te Giri Becky H FU MEW SO 19msectranas or CARA Y nvedous mensqmenon M edt Convener ratia COOC Beeth Other T OOC Total Total Due Paid Bal Due FGOC na Onder Loira t007 D 3 0 113 1314 537690 00 45375 00 Heinan DUDA et 0 J 1200 5 1200 00 Rooth Gales 1 4 1600 1 j 115 X 1907 2 d 1 Pu tro 5394 00 12 08 5292 00 In the boxes below key in a comment and the additional cookies using the tab key to move through the columns You can also enter in a payment at the time of entering in the cookies Click the Enter key to end the data entry OR click the OK button The information will be displayed on the grid Click the SAVE button to save the transaction s Adding Only Payments You may add a payment to any available line in a girl record To enter a payment click the Add Payment button You then double click in the paid box at the bottom
36. is a troop checklist for tracking your activity This will include the standard eBudde items and council specific items Some of the items will be checked off and some items are recommended activity The checklist may vary depending on your council setup Items that will be checked off include entering girls cookie initial order choosing a delivery station time if applicable incentive initial order if applicable and incentive final order Troop 6073 Dashboard Dashboard entai ty Urtingr irte lest Debe UE STI hil Onde Perth Som s Lransartatis Ini estive Depa sits BOC Org Bra Hepert Messages Important Things You Need To Know Troop Checklist Hom Your Log Welcome e Complete WP eTraining Belings and Contacts Enter Gri Names Sobme initial Cookle Order Choose a Delmer Station a Sube initial ime Ce Exgnup for 8oofn Sates e Credit Gines WA Cookies ez TIN e Enter werntTrarsactons ent awali Trop Order Ssubm Final incentives vat T Enter Deno zit Trop Final hos agir i Upcoming Booth Sales ry T e Pint amp Submit Sales Resor Ai Trop Settings Peocemended sctruty Hora Page 15 Contacts Tab The Contacts tab allows you to change contact information We Show Navigation Troop 6073 Contact Information Contacts Contacts Juliette Low Troop Leader 1223 Any Street t60 7sc lbb com san Diego CA 92108 Phone 655 555 5555 Cell 555 555 5555 Gets email Active To edit your contact information click Edit below
37. it 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 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 30 Delivery Tab The delivery tab allows you to select your cookie delivery site and time and also view your delivery information You may or may not be required to enter information on this tab The purpose of this tab is for a troop to be assigned to a delivery pick up site for the initial cookie order In addition your council may allow you to select your PREFERRED pick up time See your council for specifics Troop 6073 Delivery Sheet Dashboard Contacts Settings Girls Init Order Delivery Giri Orders Booth Sites Transactions Incentives SMIT Tre D S D Sam Dulce TUBM Tags TMint Troop Total Pickup Total Cases 1 1 1 1 1 1 1 1 8 H Who is picking up your cookies 9 someone fram my Traap some other troop or my GU Will you be picking up for more than one troop O WES Dno i Please choose your Delivery Station Delivery Site 11 07 31 2011 3 00am 5 00pm m Time Line 1 8 00am Ill 5 8 05am 8 10am 8 15am T6073 8
38. its verified to bank statement Troop Already filled out Amount the amount can be a positive or a negative You do not have to enter in the cents if it does not apply Page 58 Navigating the Deposit Information Page As you enter deposits the system displays the deposits using a scrolling feature To facilitate making changes there are several methods to navigate to the information that you need You will want to use the method that best fits what editing you are trying to do Scrolling Deposits are displayed in the order keyed by default You can scroll through the deposit pages by using the scroll bar located to the right of the deposit page Sorting You can sort the deposits in an order that will show you the information in the order that you want 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 transactions 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 Editing Deleting Deposits All boxes can be changed you can make changes by left clicking your mouse in the box you want to correct and making the changes You can also delete the deposit by p
39. m Cer dua Tata Dun Pant pat Dun nt Ori Loed 12 D i A 0 H 17 d oo 240 00 oi 74000 12 5 4 1 d 1 n 1 2 Ku 240 00 1000 5 240 00 The girl view will show you the detail transactions for the girl The first row will usually show the initial order which is locked and cannot be changed on this screen You will need to change these numbers on the initial order tab If the initial order tab is unavailable you would need to contact your appropriate council staff volunteer Printable This button allows you to print a listing of all the information for the girl Add Trans This button allows you to add transaction s to the girl You may add as many transactions as necessary You can enter in cookie transactions payment transactions or both in one transaction Add Payment This button allows you to add only a payment You may add as many of these transactions as necessary Save This button is to save the transactions you have created If you do not save your data you will lose that data You do not have to save after every transaction but must save before you leave the screen to avoid losing your data Page 40 Switch to Girl This allows you to enter transactions for another girl without having to always go back to the troop view Click the dropdown arrow and select a girl name Return to Summary View This link allows you to return back to the troop summary view Any transaction entered will automatically be displayed on t
40. of the screen Click the Enter key to end the data entry OR click Page 36 the OK button The information will be displayed on the grid Click the SAVE button to save the transaction s Page 37 Girl Order Tab Varieties Format This tab allows you to enter by girl additional cookie orders booth sales packages sold all by variety Gift of Caring pkgs and payments You can add a comment on each row There are two views of the girl orders You can see a summary troop view or each girl s detail The system defaults to the troop summary view Troop Summary View Troop 1556 Girl Sales Record Chata e pri Cantat Vethege E eat Onde tie bery Girl Gren Dauf 3s Iesse Paro ber entrees Depebt Bra Wert Cham Sees P ads e J inani ro VIVO Y CUTE T ao6schons cc amp on me ADOT mw ri i a Pregrama vit Sm We DSO Sam Duce TUE Tap wm Gol Tett Total Due Pant Bal Due Chuisine 8 13 5 4 0 B 17 2 60 240 600 02 24000 Ke H 4 6 4 I j j 14 18 Ko 177000 10 27505 LN F 12 H a 5 E 1B 2 75 i 3 8 OU 000 131500 Mydrie f 1 4 2 4 20 400 tom 5500 Hcak B 4 3 15 15 0 60 240 00 10 24005 Get Ter m m a 0 5 Ap m m sam 1152 08 sane 1152 00 Foor Unde 60 da K 120 24 12 108 ul ou Deeg 30 T E GE 4 J 52 aT 312 The troop summary view shows a total row for each girl This display shows varieties Gift of Caring if applicable and financials Page 38 The system will tell you how many cook
41. oken down by Girt me Toviewiedt s Guts Traneachona cick on he aporte sow dc dB Quilt dde c dd i E Ll e Becky 40 0 1 Pat Wi x G Girl Order Tab Varieties View Troop 9 Giri Sales Record KEEN Bow yout op saias ben ao oy Gw rn E To vewnt a Guns Transactions cici on Me Arnao row CFV Programs Carine Y 0 D 9 0 Q 0 D D SS 000 000 500 Chive C 0 0 p H 0 0 6 12 d d 7200 63 00 1500 Emir 0 a 0 7 1 4 5 no cM 54 00 84 00 4600 Issbeia B D o 0 E 3 12 00 160 00 5 14800 Ada Y 1 d i 2 4 D 1 96 00 256 00 16000 Nady O 2 2 D 8 1 1 t 7 ep n 108 00 304 00 19600 Madeline M 0 0 D 0 H 0 0 0 0 500 80 00 9000 Mora P 5 3 n 0 amp 0 a 188 00 1984 00 9600 cete ASS 2 A 3 05 e e _____ 9 A e Page 69 FYI GOC Initial Order Tab Troop 6073 Initial Order 5 5 5 5 5 5 5 ED w Patty e A NM 4 u 7 4 A 9 b OTHER 0 0 0 0 D 0 0 D w tz D D 0 0 D 0 0 e Prga Ordered gJ EY D 29 D o m D Larraz ts Order 1 D 1 H H 1 D mm 3 3 3 3 3 3 3 3 n Girl Order Tab Category View Troop 6073 Giri Sales Record Package Sales Sam brocp Crome by Gin E Se PRA on the SCENE cw E de E Decry H 40 10 0 EJ 200 00 40 00 140 00 o Pat 32 0 0 x 112800 1000 13800 Girl Order Tab Variety View I Troop 60739 Girl Sales Record Below are
42. oop 6073 Booth Sales Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits GOC Org Sales Report Below are the currently defined Booth Sales To view or signup for Council Troop sales chose Council Sales in the drop down v Troop 6073 Sales 3 Green Approved QOrange Denied E Business Name My Booth Sales click me add a Location Becky s Pizza Parlor 1231 Upas St Location and Contact Info Map Thu Oc 25 2012 3 00pm 5 00pm Addrs Addrs2 Po ciy srn Zip f Contact Phone 1 eMail o Format 10 25 2011 for dates 9 00am for times Start Approval Sale Date EE M Requested undefined Reason for approval denial EJ E Use the dropdown to select the My Sales option Click on the text of Add a Location A window on the right will be displayed so you can enter the information necessary Click Add once all the information is entered The system will display a confirmation window Your request is in a Pending status until reviewed lt will be approved or denied by an authorized council designated person Business Hame Becky s Pizza Parlor Location and Contact Info Map Addrs 123 parlor drive Addrs City San Diego ST ca Zip 921 os Contact Phone eMail Format 10 25 2011 for dates 9 00am for times Start 5 00pm Approval Sale Date 025111 End amp npm Pending Reason for appro
43. orking 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 Page 52 Troop 70 Final Incentive Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites L se the form below to fi out your final Incentive order Click on a air id at the top to edit a gms incentive Order GIRL ORDERS Aaliyah A receives O incentives fsizelcatalog selection needed Abigail L receives O incentives size ratalag selection needed Anessia G receives O incentives sizefcatalog selection needed Arabella B receives O incentives sizefcatalog selection needed Bailey M receives O incentives sizefcatalog selection needed Beth F receives O incentives sizefcatalog selection needed Carissa VW receives O incentives sizefcatalog selection needed Cecilia R receives O incentives sizefcatalog selection needed Transactions Incentives Deposits Sales Report If 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 girl s order eBudde will display the message in green size catalog selection done You can now edit all girl orders at the same time or click each girl individually To update a specific girl you Click the girl s name Becky H Incentives Mhbd Conta
44. otal Tot Dae Dani Bal Dive Int Order Locked 12 4 E 16 v 12 8 2 ra 131600 0 00 1316 00 addons 39 n n D D 7505 1000 100 Error Detected You dont have enough troop inventory unassigned to record those numbers Currently your troop order is 600 pgs You have aready assigned 597 pkgs to gins this leaves you only 3 unassigned pkgs You gre trymg 10 assign 5 pkgs VU 31 5 b 12 13 2 4 5 336 00 10400 336 00 Keep this in mind if you as a troop give boxes away Example If your troop initial order is 100 packages and you distribute those 100 packages to the girls you will not get any errors If you create a troop transaction that moves cookies from your troop to another for 2 boxes the next time you go to any girl record you Will get the message above The best practice is to update your girl order tab before you create your transaction to avoid errors Page 44 Booth Sales The Booth Sale tab is an optional tab The use of the Booth Sale Module is determined by the council A troop can sign up for a council booth site and or request a troop booth sale as so designated by their council Dashboard Contacts Settings Girls Intt Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits GOC Org Sales Report Click the Booth Sales tab to use the Booth Sale system Troop 6073 Booth Sales Dashboard Contacts Settings Girls init Order Delivery Girl Orders Booth Sites Transactions Incentives
45. ressing the Delete key on your keyboard Deletions and changes can be made at the same time Once you have made all your changes left click the Save button to save your changes Page 59 Exporting the Deposits Click the Export button to export the deposits The system will display a screen and instruct you to click File Save As to save the deposits Page 60 The GOC Org tab is where you record the organizations that you have donated your troop donation boxes recorded in the initial order and or girl order tab Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits GOC Omg Sales Report GOC Organizations Organization Contact Sales Name Name Pkgs Donated Addr Phone City ST Zip email Enter in organizational information and click update eBudde will then provide additional data entry for as many organizations as you need to enter Page 61 Sales Report The sales report reflects all transactions for the troop in the system lt includes the initial order any additional orders deposits and the calculation for troop profit council monies and balance due Gift of Caring Donation cookies will automatically populate on the sales report from the girl order tab Troop 6073 Sales Report Dashboard Contacts Settings Girls Init Order Delivery Dir Orders Booth Sites Transactions Incentives Depos Council Becky Testing Council Troop 6073 Sales Report dd Girl
46. s Selling 2 Girls Reg 3 email Zog com Init Girls Sellg SS Level DAISY SU Name Becky ES SU Number 99994 mid Sales Goal 500 l PGA Selling 164 5000 s re mur PGA Registered 109 6667 Cel Initial PGA 156 5000 F GOC Pkgs 0 T GOC Pkgs 13 Contact His info has hot been updated email bsur vieelbb 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 Ho Pkgs Recetved Deposits Made Initial Order 300 Date Reference Amount Total Deposits 0 00 C GOL pkgs Total Pkgs Recetve 329 Total Troop Sales 1 151 50 Council Proceeds 954 10 Troop Proceeds 197 40 Deposits Made 0 00 Council Proceeds 954 10 Amount You Owe Council 354 10 Signature Page 62 Pushing data from eBudde into the Cookie Club If you are already an eBudde user and would like to automatically sign up your troop for the Cookie Club you can do so within eBudde rather than keying in each girl s information in the Cookie Club Setup m mg op enra cus The troop must be set up in Cookie Club first This a i means a troop leader must have registered and a Le selected their Council from the pull down menu ASA and recorded basic data so the troop exists in T Cookie Club The troop leader cannot record names ages and passwords for each girl in the troop or a push from eBudde will not
47. t Bank Bank of America Bank of America Wells Fargo Bank of America Troop 6073 Deposits tings Girl Init Order Deli rl Ord Booth Transacti Incentives Column E mer Lo Y Date Ref Number Verified Troop Amount 2008 02 02 reference 6073 0 00 2009 02 02 flat rate 6073 50 00 2009 02 04 optional 5073 500 00 2009 03 03 6073 100 00 Page 57 As you enter deposits they will be displayed on the screen You can Add Edit or Delete deposits You can also selectively search to display only specific deposits Adding Deposits Click the Add Deposit button 5073 Wells Fargo 181 60 2 Hank of America Select the bank enter date reference number optional and amount Use the Tab key to move across the page Press Enter to complete the line entry OR use the Add More button to key additional deposits Add More The add more button allows you to enter in additional rows on deposits additional cookie transactions adding girls on the initial order You can activate this button by pressing the spacebar or clicking on it Date You must enter the date in this format mm dd yy Each deposit must have a date Reference Number Reference is used to annotate the deposit This entry is optional Possible uses for this box is to comment on the deposit to specify which bank the deposit was made from to enter a encoding number Verified Unavailable to troop user Used by council to identify depos
48. t ot misses ein lepa t habi Reagent Soe KS Switch te Girl Becky H Fou MEW ect f amp msectona or cCUCR Y proa transicion M egy CALLE CLA FP ehum ti Aller M es Comment bett COOC Beeoth Other 1 G0C Total Total Due bad Bal Due FGOC na Order Lona ton i 31 139 537600 00 4 5375 08 Heinan e OUDS sp 6 0 3 1200 8 1200 00 i 11600 00 amp 18 Ip 1907 2 2 1 Jis 1326 5304 00 12 00 5292 00 The girl view will show you the detail transactions for the girl The first row will usually show the initial order which is locked and cannot be changed on this screen You will need to change these numbers on the initial order tab If the initial order tab is unavailable you would need to contact your appropriate council staff volunteer Printable This button allows you to print a listing of all the information for the girl Add Trans This button allows you to add transaction s to the girl You may add as many transactions as necessary You can enter in cookie transactions payment transactions or both in one transaction Add Payment This button allows you to add only a payment You may add as many of these transactions as necessary Save This button is to save the transactions you have created If you do not save your data you will lose that data You do not have to save after every transaction but must save before you leave the screen to avoid losing your data Switch to Girl This allows you to enter transact
49. ta Babee Ho rmt Save qe odon as you Abe bu Some o your SU oniy Once Vu tsm Ite t s p Sam Dulce UL tags Thiim Total Berikv H 5 5 5 5 5 5 40 Pam Vw H 1 i 1 1 4 H H 32 OTHER T 1 0 T 0 BOOTH D H D Pigs Ordered 3 9 9 y 9 9 3 9 72 Daves to Orcer n 1 Y t D 4 7 7 DH tres 3 3 3 3 3 3 3 Hn 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 OTHER line If 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 Page 29 Subm
50. th the following information e Web Address hitps ebudde littiebrownie 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 4 with new features and functions to make the 2011 2012 Cookie Sale Season a success C Budde Member Log In Password E 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 You may also view our Privacy Policy The login screen consists of four parts Login information Updating contact information Forgotten password End User License Page 8 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
51. till click this button for the service unit to Know that this order is done The 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 after you submit you will need to contact your service unit cookie manager Initial Order Submission Ok Please go to your Delivery Tab to specify your delivery options Page 27 Ordering by Individual Girls Click on the init order tab located on the right side of your screen Troop 6073 Initial Order eI taal sier o o a o H rmm Figs Ordered 200 700 200 200 1600 Cases do Order 7 7 7 17 a 136 Gane 4 4 4 4 32 NOTE Girl level ordering must be done in packages If your council participate in the Gift of Caring or similar program with a different name you will see that column labeled appropriately 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 28 Troop 6073 Initial Order Cisablca att erat ETE TII Carte bit Order hetwaty Gd Orders lieth Some ira as in serve La pau
52. val denial Page 49 On the left the color coding helps identify the status of the request Blue location indicates that the request is pending Green location indicates that the request has been approved Orange location indicates that the request has been denied You can also look over to the right and view the status in the box labeled Approval You also can view any messaging on approval denial process Troop 6073 Booth Sales Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits GU Org Sales Report Below are the currently defined Booth Sales Mv Sales v To view or signup for Council Troop sales chose Council Sales in the drop down MA Green Approved Orange Denied A eege My Booth Sales click me add a Location We ES Becky s Pizza Parlor 1231 Upas St Location and Contact Info Map Thu Oct 25 2012 3 00pm 5 00pm Addrs Addrs2 City st zip Contact Phoe ema Format 10 25 2011 for dates 9 00am for times Start Approval Sale Date Requested undefined Reason for approval denial Page 50 Incentives Tab There are two methods of entering in incentives The incentives tab is for troops placing a compiled troop incentive order You may also create incentive orders by girl Troop Incentive Order Troop 6073 Troop Incentives Incentives Troop Incentives Order Forms Initial Incentives
53. you to enter by girl additional cookie orders booth sales packages sold Gift of Caring pkgs and payments You can add a comment on each row There are two views of the girl orders You can see a summary troop view or each girl s detail The system defaults to the troop summary view wem Troop Summary View Gr Totals toco Order LA wr ce 24 Troop 6073 Girl Sales Record oer ewti yee Tota Due 0 00 0 00 0 00 The troop summary view shows a total row for each girl The girl order tab will no longer track cookies by varieties Cookies orders are now in columns by types of sales initial booth and other Initial These cookies were sold at initial order time and this number will match the girl s order on the initial order tab This number is locked and cannot be changed on the girl order tab To change this number it must be changed on the initial order tab Booth These cookies are the cookies the girls sell at the booth sites Page 33 Other These are additional cookies that are sold after the initial order but are not sold at a booth sale This could include additional sales to customers walk abouts etc Total Total of cookies sold by the girl Total Due his figure is calculated by taking the total cookies sold and multiplying that by the selling price to the customer Paid This column will display all payments made by the girl to the troop Bal Due his is the balance that is still
54. your troop sales broken down ty Get Package Sates Financials To vowel a GUTS Transactons c ck an Me apevooname row FYI Programa D 1 3 s n t 144 00 0 00 o 5 5 5 5 5 5 5 5 ui 160 00 soon 150 00 0 10 0 10 10 10 0 320 00 0 10 10 LU 2000 000 Page 71

Troop User Manual August 1, 2012

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