Girl Order Instructions

Transcription

1 Girl Order Instructions The following is an example of how to enter Girl orders in the Nut-E 2.0 system. All of the products and recognitions shown in this presentation are for demonstration only. They will NOT match your councils products and incentive choices. For further details please refer to the 2015 manuals available online. Just read everything in the yellow boxes and click to advance the screen. BEGIN

2 Home Icon The home page is where you will find messages from your Council and/or Service Unit Manager. This is where inventory updates will be posted. It is also where you will find recap sales and contact information.

3 Troop Icon On this page Troops should enter or verify all of their information.

4 Girl Order Icon Note the 4 step process listed in the Troop Order container. Step 1 - Enter number of Girls Registered and click Save.

5 The girl s will appear in the bottom container. They are uploaded from Council and cannot be manually entered. Step 3 - Add Girl Orders by clicking the green plus icon.

6 All 3 portions of each girl s order must be Saved. Type in the quantities for each Product item and keep tabbing until all items are filled. The Council automatically transmitting online orders and all Online fields as well as the field will be locked. 1) Click Save on either side of the Product Order container.

7 Recognitions will automatically calculate based on the girls order. Choices will automatically default to the first option unless a selection has been made. Both earned as well as unearned choices can be saved at any time. This is so you don t have to go back later to update choices if additional online orders come in automatically. Make selections as necessary. If earned, enter the Rally and 59 Minute Quick Start patch by entering 1 in the appropriate column. 2) Click Save on either side of the Recognitions Earned container.

8 3) Click Yes in the pop up box to complete the order. You must click this to save her order! The system will automatically take you back to the girl list.

9 Katie s totals have been added. Once all orders have been entered, the user should proceed to the final step. Step 4 - click the pink Submit Nut/Candy Order button. Note: Girls and Magazine items will be uploaded regularly after you submit your Nut/Candy order. Number of s will also be uploaded. All girl orders will LOCK after the Council submits the Recognition order.

10 After reorders are picked up from the Council cupboard, the product will appear in the Troop Special. The Troop Special Order will appear in the yellow highlighted row. These quantities will be included in the Troop Totals.

11 To make a transfer within the troop just click the Transfer Product within Troop button.

12 Select one of the three Transfer Types and then select a girl from the drop box. In this example we are transferring from the Troop Special Order into Mary Smith s order. The system will refresh and show the Troop Special Order quantities on top of the grid and Mary Smith s quantities on the bottom. Enter the quantities to transfer in the middle and click Save when done. Please note the Comment row. This will appear on the Girl Activity Log.

13 The system will recalculate any changes to recognitions. Remember to Save the recalculated recognitions in the bottom container (even if no changes) to complete the transfer. FYI you may have to scroll down to see the recognition container.

14 You must click Yes to complete the transfer.

15 Note: If the Girl to Girl option is selected a pop up box will appear with additional instructions because you can not directly transfer from girl to girl. You must transfer into the Troop Special first.

16 Girl Payments Troops have the ability to track individual Girl Payments in the system. These payments will appear on the G2 report. Click the Girl Payments button.

17 Click Edit and enter the dollar amount of each girl s CUMULATIVE payment and date of payment. Then click Update.

18 Reports Icon This page contains all reports as well as manuals and tutorials. The T2 Nuts/Candy & Mags Report is especially helpful. If you have any problems opening PDF reports please update your system with the free Adobe Reader upgrade at the top of the page.

19 Council Products Icon On this page you will find all the items your Council is offering as well as the selling price, proceed amounts and recogntion levels.

20 Thank you for using the Ashdon Farms System!