Hi this is Anna Jarrett, I am here to present today s ebudde Cookie Training.

Transcription

1 Hi this is Anna Jarrett, I am here to present today s ebudde Cookie Training. You will notice on the top right on most slides I have a page number referencing the troop Cookie Manual.. 1

2 Introducing the new and upgraded Troop App Plus! This App now has nearly all the functionality of ebudde except for selecting Booth sites. So you can add orders, choose rewards, look at financials and so much more. On this convenient troop app there is a video training and ebudde help built right in. 2

3 Let s discuss where you will add girl orders, choose booth sites, and so much more. ebudde is the all in one place to run your Cookie Program. Using your welcome which will be sent to volunteers starting on Friday, December 7, you receive a link to gain access to ebudde. This link is UNIQUE to the person it is sent to and expires in 7 days. We will do weekly uploads into ebudde of troops, registered Girl Scouts and adult Leaders and/or Cookie Chairs. A Leader and/or Cookie Chair must be registered Girl Scout members with a current criminal background check in order for the troop to be added into ebudde. After the initial login, if you forget your password, you can click the fourth bullet link to reset your password via two options presented. These are the approved web browsers for ebudde. 3

4 When you will receive your welcome , use the UNIQUE link in the to log into ebudde for the first time. Reminder this is valid for 7 days, after that you will have to use the I forgot my Password function on the login page. On your first log in, you will be asked to add or edit your personal information. You will also change your password on the screen. After you make any changes and save you will be re-directed to the Cookie Tech portal page. Simply select the ebudde box on the top left column. You will not have access to the other systems. 4

5 The ebudde Help Center is a great tool to help you navigate and answer any ebudde questions you may have. We will post GSNI resources on the Help Center tab as well as at Along with the Help Center, we have an ebudde manual created specifically for GSNI. This manual will be ed out to all troops in December to help you navigate the system. 5

6 The Dashboard in ebudde is the hub of information for your troop. Important messages from GSNI or you service unit will be posted here. Additionally, checklists, approved booth sites and VERY IMPORTANT girl delivery order summaries are also displayed here. 6

7 On your Settings tab, you can enter or verify your banking information. We will be uploading the previous year s banking information on January 16. Please go in after this date and verify it is correct. If you are a new troop, you will have to enter your troop s banking information. Click on the Edit button and enter the bank name, account number and routing number for your troop s bank account no later than January 28. Click the Update button at the bottom once all edits have been made. On this tab you can also add your troop goal and opt-out of rewards ONLY if you have an older girl troop. Older girl troops are defined as Cadettes, Seniors and Ambassadors and pages of the troop manual provides more information to help troops make this important decision. 7

8 On your Girls tab, you will see all the girls registered in your troop. If there are any girls missing from this please double check with the parent to be sure she is registered. Once the parent verifies her registration, you may contact Customer Care at GSNI4ME to find out why she is not listed under your troop. We do weekly uploads into ebudde, these will be completed by Tuesday evenings. The girl name will be added along with her ID and her grade level. You can add her Sales goal on this tab and select her t-shirt size in preparation for earning the t-shirt reward. If a girl is transferred out of your troop, her name will remain on this tab but we will now be able to mark a girl inactive on the Girls tab so she will not show on your troop s Girls Order tab. 8

9 The Initial Order tab is where you will enter girls initial orders by the deadline of Monday, January 28, at 11:59pm. These orders should include the girl s traditional order cards and any Girl Delivery Digital Cookie orders. Be sure to double check the totals listed on each girl s order card for accuracy. To enter, click on the girl s name and on the bottom of the screen. Her name and boxes will appear. In these boxes you will enter the total quantities needed for each cookie variety. After you have entered her totals be sure to Click OK on the right side and then hit Save at the top. You may make and save as many edits as you need, but DO NOT click on the orange Submit Order button until you are completely done entering and editing each girl. To ensure your troop has S mores and Toffee-tastic for booth sales, add the quantities you want on the booth line to guarantee having them. However keep in mind these will be added on the initial order due and 50% for these will be owed on the first bank sweep. 9

10 If your Service Unit uses the scheduling feature in ebudde, you will use the Delivery tab to schedule a time to pick up your troop s initial order. This tab will be open on Saturday, February 2, at 8am and will be closed Tuesday, February 5, at 11:59pm. The first prompt will be Who is picking up your cookies? You can select either: Someone from my Troop or Some other troop and add their troop number. The second prompt will be Will you be picking up for more than one troop? If yes is checked, then you will need to add that troop number. Your Service Units delivery station date and time will be automatically added to this tab. All you need to do is select your preferred time window. Typically the time windows are between 5 and 15 minutes depending on what parameters your Service Unit has set. If you need more than one time window ebudde will make you aware of this. Once done selecting a time, click Submit My Info. 10

11 On the Girl Orders tab, you can allocate any extra cookies sold after Initial Order by any girls in your troop. Simply click on the girls name you want to edit. A new screen will appear and you can add more cookies to her total sales. All cookies sold by each girl count towards her final rewards. DOC orders will be automatically loaded for any online sales under the appropriate girl as well. Cookie quantities and varieties must still be added for DOC Girl Delivery orders. See previous slides, troop manual and Digital Cookie Online Training for more information. If a girl sells cookies at a booth site, her sales can be added to the Girl Orders tab. There is also an easy to use function in ebudde called Record Booth Sale, that helps with booth sale management. This function is also available as an App so the leader has the choice! This function allows the leader to easily manage the cookies sold at booths by evenly distributing the total quantity sold to all girls who attended that booth sale location. This tab also allows you to add any money collected from parents to help keep accurate accounting of all monies received. Once money is added to the Paid column it will then be subtracted and an accurate amount will show under the Balance Due column. After any edits are made, be sure to click Save. 11

12 On your Transactions tab, you can place orders for more cookies to be picked up at a GSNI Resource Center council cupboard or volunteer cupboard. The cupboard days and times are displayed to easily see when a cupboard is open. Start by clicking Add a Transaction and a new screen will appear where you can enter the quantity of each variety of cookie you need to order. You will select your preferred cupboard location, date and time for pickup. Please be aware of cupboard hours. Once done entering all information, click Save/Print or Okay to save your order. Cookies need to be picked up from the cupboards in case quantities of 12 boxes. However, the cases can be mixed varieties of cookies including both the Toffee-tastics and S Mores. Once the cupboard manager has approved your order it will become un-pended and an will be sent to you letting you know you are set to pick up your cookie order on the selected date. 12

13 Once you place a cupboard order, you will receive an confirming: date, times, and cupboard address If changes are made you will receive an notifying you that your order has been moved. It will also notify the cupboard manager of the order change. 13

14 The NEW Cookie Exchange tab allows you to see what cookies other troops in your service unit have to exchange. It also allows you to post what extra cookies you have to exchange. Enter the quantities in packages in the variety boxes. Click Submit. If you no longer have all the extras originally posted, change the quantities appropriately and click Submit. The submission will OVERWRITE the previous submission. There is only one record per troop in the Cookie Exchange. To see what cookies are available by other troops: Click the blue down arrow to the left of the variety. ebudde will display the troops that have extra cookie packages. It will list for you the date posted, the troop number, quantity available, the first name of the contact, address and phone number. You can then contact that person via /phone to make the exchange. If a troops do exchange cookies, they should use the Transactions tab to do the exchange. 14

15 The Rewards tab will be used twice by the Troop Leader or Cookie Chair. First it will be used to submit the troop s Initial Rewards by Monday, January 28 at 11:59pm. This tab will also be used to submit Final Rewards, by Wednesday, March 20, at 11:59pm. ebudde will automatically calculate what rewards each girl has earned, you will only need to make edits if there is a reward choice or a t-shirt size to add. If t-shirt sizes are entered on the Girls Tab, then these selections will automatically populate into your Final Rewards tab. Booth Sale patches must be added manually for girls that earned. Volunteer patches may also be ordered manually to recognize a leader, cookie chair, or another adult volunteer in the troop that contributed to the Cookie Program. A maximum of 5 Volunteer patches may be ordered per troop. You have three choices: View, Fill Out or Girl Report. You may edit all the girls in your troop s rewards at one time by going to the Fill Out button and clicking Edit All. This function can only be done once. Once all edits are done, you will click SUBMIT Reward Order. Special Family Reward! A Sisters patch is being offered for families with two Girl Scouts selling a total of 300 boxes of cookies- each girl must have a minimum of 135 boxes listed in ebudde. Parents or Leaders must contact the Product Program team by Wednesday, March 27, with the names and troop numbers of the sisters to earn this 15

16 patch. This patch is not offered through ebudde. This patch will be processed manually by your Product Program manager. 15

17 On the Booth Sites tab, you will find Council Sales sites that have been secured by GSNI or you can add your own My Sales site. In this example, the drop down is Council Sales sites. You can then click on the plus sign next to the city to see the booth sites available in that community. Then click on the retail location you want to reserve. Available days and time slots will appear. If the date is green that means there are times left to choose, if the date is blue, then all times are taken. Once you find the date and time you prefer the window on the right will appear. You can then click in the open time slot to add your troop number. Then click Submit. In this example, I chose Algonquin as my city and the Goodwill store for a Friday from 4-7pm. 16

18 ebudde has a new feature, if there is a council Booth site your troop wants but is already taken, you can ask to be notified if the time slot becomes available. If the time slot does become available, you will receive an . Please keep in mind other troops may have requested to be notified as well. The first person to choose this slot after you receive the will get it. If at any point you do not wish to be notified about a time slot becoming available, please click on the Stop Notifying Me button. 17

19 If you have reserved your own site for a booth sale, select My Sales in the drop down and then click Add a Location. The new screen is where you will enter the information about your booth site: name of business, address, contact information of the person you received approval, and the date and time you will be at this location. Full address is required to receive approval for the site from GSNI. Once done entering all information you will click Add. My Sales requests are approved by GSNI on a first come, first served basis. A site may be denied if it is already reserved by another troop, complete address is not provided, established as a Council Sales site, there is a safety concern or it is deemed inappropriate for girls which is defined as an establishment girls themselves cannot legally patronize, Please note, these sites must be prearranged and approved with the business owner/manager prior to entering into ebudde. 18

20 On the Reports tab, there are many useful reports, most can be viewed as an Excel document or as a PDF. There is a Cupboard list with addresses and a Delivery Station report with the address of your assigned Service Unit delivery location. The bottom section contains all Digital Cookie reports. The DOC Orders by Girl is another way to view and filter by girl to see which girls have Digital Cookie Girl Delivery orders and what variety and quantities of cookies are needed. 19

21 This report will show the girl delivery orders, varieties only, no donation. This is to help you to have a summary of those boxes that you may need to order on your initial order. This report can also help you at the end of the sale with DOC reconciliation. There are two parts to the report. A recap by girl and then all the individual orders for each girl. 20

22 The Troop Sales Report is another very useful report. It details all cookies sold including Digital Cookie sales and Gift of Caring donations received by the girls. This report also shows your per girl average (PGA) selling, so you can easily keep track of how close the troop is to the next proceed tier. 21

23 Thank you for attending this informational training. Troop Cookie Chairs or Leaders are required to view the 2019 Mandatory Cookie online training, before your troop is able to participate in the Cookie Program. All trainings are available on our website under the cookies+ tab, for cookie sellers, resources. 22