Smart Cookies Technology Training January 2018

Transcription

1 Smart Cookies Technology Training January 2018 Have a Question? Text or egans@gsbadgerland.org Use subject line: Cookie Question 1 New Logos Explained

2 Smart Cookies Volunteer Registration Process Step 1- Once Council uploads Troops, Invitations are Generated to (2) Troop Users 4

3 Step 2 Complete Volunteer Profile 5 Step 3 Registration Confirmations On Screen and Cookies1122 6

4 Troop Dashboard Top Half of page 7 Troop Dashboard Bottom half of Page 8

5 Goals & Online Activities Setting up Troop Goals 9 Goals & Online Activities Setting up Troop Goals 10

6 Navigation Menu - Cookie Information Details 11 Navigation Menu - Online Tips & Tools 12

7 Navigation Menu - Media - Print Materials, Links to Training Videos and Art Gallery 13 Navigation - 24/7 TECHNICAL Help Contact Information and Phone Service 14

8 Smart Cookies How do Girls Register? Step 1 After Council uploads Girls, Invitations are generated to the parent/guardian address 16

9 Step 2 Complete Girl Profile / Parent information 17 Step 3 Registration confirmations on screen and CDSmith1111 Cookies

10 How To Switch User Roles Switching User Roles Also new for 2018 feel free to use the back arrow in your web browser! 20

11 How To Place an Initial Order Troop Initial Order key metrics display at top of page 22

12 Troop Initial Order by variety, in full cases 23 Smart Cookies Track Cookie Share A Gift of Caring

13 Cookie Share A Gift Of Caring Cookie Share allows customers to purchase cookies to be donated to a cause chosen by your Troop. Customers pay for the cookies but do NOT receive packages. At the end of the sale, coordinate delivery of the cookies to your Troop s chosen cause. Have girls set aside boxes purchased for Cookie Share and give to the Troop when money is turned in. Cookie Share orders are captured in the Cookie Share column on the order card. ONLINE Cookie Share donations are handled by Council at the end of the sale and girls automatically receive credit for those online sales. 25 Cookie Share A Gift Of Caring Tracked Cookie Share Enter package quantities, by girl name at the end of the sale. Tracked Cookie Share entry will give girls reward credit for donation packages sold. Be sure to collect packages at the end of the sale for donations to the Troop s cause of choice. 26

14 Smart Cookies Booth Reservations Council Secured Booths (First Come First Serve/FCFS) Troop Secured Booths Booth Sale Definitions Council Secured Booths Smart Cookies First Come First Serve Rounds of booths through abcsmartcookies.com where Troops can reserve established numbers of booth slots on specific date ranges. Troop Secured Booths- Troop contacts business to request booth set up. Please submit booth request form to Council. 28

15 Scheduling a Council Secured Booth Smart Cookies First Come First Serve Booth Log in at 30

16 Council Secured/FCFS Booth Selecting a Location 31 Council Secured/FCFS Booths Selecting a Date and Time 32

17 Review the Selected Reservations 33 Smart Cookies Booth Reservations Troop Secured Booths

18 Log in at 35 Request Troop Secured Booth Fill in Booth Information 36

19 Request Troop Secured Booth Appointment Times 37 Confirmation of Troop Secured Booth Request 38

20 Deleting a Troop Requested Booth Reservation 39 Smart Cookies - Smart Booth Divider Definition - Troop Function Only, used to record all packages sold, by variety, at each individual booth sale and evenly distribute those packages sold to the girls that participated in that booth.

21 Log in at 41 Select the specific Booth Sale to Smart Booth Divide 42

22 List Total Packages Sold by Variety / Save and Distribute Sales to Selected Girls for the Individual Booth 43 Distributing the Remaining Packages for the Individual Booth 44

23 Confirmation of Smart Booth Divider Sale Credit for Booth Sale 45 Entering a Troop to Girl Transfer Order

24 Log in at 47 Select the Transfer Type 48

25 Enter the Transfer in Package Quantity 49 Confirmation of Transfer Order 50

26 Smart Cookies Entering a Troop Planned Order 51

27 Log in at 53 Planned Order Pick a Cupboard 54

28 Planned Order Select Date, Time and Quantity of Order 55 Planned Order Confirmation of Order Placed 56

29 Smart Cookies Manage Orders Navigation Log in at 58

30 Manage Orders Top half of page 59 Manage Orders Bottom half of page 60

31 Smart Cookies Managing Financial Transactions Log in at 62

32 Adding Girl Transactions 63 Financial Troop and Girl Summary Reports 64

33 Smart Cookies Creating a Main Recognition Order Log in at 66

34 Select Create Recognition Order Main 67 Managing the Recognition Orders throughout the Sale 68

35 Committing the Recognition Order at End of Sale 69 ABC Smart Cookies Girls Selling Cookies Online with E-cards: Managing Girl Contacts for E-cards Invites My Tools Girls videos and URL Links Girls Sending E-card Invites Girls Viewing E-card Orders

36 Log On To: 71 E-card - Create New Contacts 72

37 E-card - My Contacts 73 E-card - My Contacts Import / Export Contacts 74

38 E-card - My Contacts Edit or Delete 75 ABC Smart Cookies Girls Selling Cookies Online with E-cards: Managing Girl Contacts for E-cards Invites My Tools Girls videos and URL Links Girls Sending E-card Invites Girls Viewing E-card Orders

39 E-card - My Tools Video & URL Links 77 ABC Smart Cookies Girls Selling Cookies Online with E-cards: Managing Girl Contacts for E-cards Invites My Tools Girls videos and URL Links Girls Sending E-card Invites Girls Viewing E-card Orders

40 E-card - Send e-cards 79 E-card- Select delivery type Direct Ship / Girl Delivery 80

41 E-card - Create custom message 81 E-card - Review & Confirm 82

42 E-card - Confirmation e-card invitations were sent 83 ABC Smart Cookies Girls Selling Cookies Online with E-cards: Managing Girl Contacts for E-cards Invites My Tools Girls videos and URL Links Girls Sending E-card Invites Girls Viewing E-card Orders

43 E-card - View e-card orders 85 86

44 View e-cards sent 87 Smart Cookies Direct Ship Enhancements 88

45 Smart Cookies Direct Ship 89 90