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Similaire à 2014 e budde troop user training
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2014 e budde troop user training
- 2. Each user is given access based on their needs. When you “Log In” you will be given access only to what you need to. Troop users will have access to their troop or troops’ information. You can use one email for all troops you are affiliated with.
- 3. Users Change password, answer security questions and enter personal information
- 4. Answer your security questions and you will be able to reset your password here. Then you can return to login page with new password
- 5. Navigating the System Entry Form Tabs Navigation Tree Navigation Tree – If you are responsible for multiple troops the system will display the troop numbers. Otherwise, you will not see a navigation tree Entry Form Tabs – Tabs are selected for you to perform the actions needed. The tabs display forms for troops are different than for the service unit
- 6. Dashboard Messages from your council and/or service unit. Calendar includes council-specific dates Troop Checklist, checks off items includes council specific items
- 7. Troop Contact Information You can edit your information and also change your password by entering in your current password and your new password. You can also change the answers to your security questions.
- 8. Entering Information: Settings Tab Click edit settings. This is where you will add any additional troop users and update your troop goal information.
- 9. Enter in # Girls Registered, # Girls Selling, Level, Troop Goal Entering Information: Settings Tab If you have a Cadette, Senior or Ambassador Troop that would like to Opt out of prizes, check this box.
- 10. Entering Girl Information GSUSA Id, Cookie Club Login, Sales Goal are optional. Enter each girl’s shirt size (important for Initial Reward Order, if earned).
- 11. Cookie Names in eBudde SvSm: Savannah Smiles Sam: Samoas Tre: Trefoils Tags: Tagalongs D-S-D: Do-si-dos Tmint: Thin Mint
- 12. Troop Initial Orders Here is where you will enter your troop’s Initial Order. You will enter in PACKAGES for each girl and eBudde will round up to make whole cases. The last line shows the extra boxes from the rounding up.
- 13. Entering Troop’s Cookie Order: Girl Totals 1. Click on girl name Ok or Save – Save worksheet and continue adding information for each girl Submit Order – Do this AFTER you have entered every girl’s order, booth or other. Once you submit order to service unit CANNOT make changes. 3. Ok 2. Enter order
- 14. Entering Troop’s Cookie Order: Booth Totals 1. Click the other or booth line 2. Double-Click in the entry line 3. Ok Ok or Save – Save worksheet and continue adding information for each girl Submit Order – Do this AFTER you have entered every girls order, booth order and other order. Once you submit order to service unit, CANNOT make changes.
- 15. Delivery Information 1. Select who is picking up the order. 4. Submit your info. 3. Delivery Station will be either a Mega Drop (North or South) if your Service Unit participates or your Service Units Delivery Station. 2. Select if you are picking up another troops order or if you are only picking up your troop.
- 16. Delivery Information: Confirmation Page This page shows up after you enter your delivery information and click on “View Confirmation.”
- 17. Girl Orders: Troop View Click on each girl to pull up her individual worksheet. Remember this is in PACKAGES
- 18. Difference- If positive number that is what you NEED to fill orders. If negative that is what you have in your CURRENT INVENTORY.
- 19. Girl Orders: Girl View Enter Operation Cookies here. Remember these ADD to girl totals. Enter Helping Hero cookies here. Remember these DO NOT ADD to girl totals (they are already included).
- 20. 4. Save Girl Orders: Girl Transaction Allows you to easily switch between girls. Remember you need to SAVE before switching. 1. 2. Enter activity information Enter Op Ck: Operation Cookies Enter Hero: Helping Hero Enter in Payments 3. Ok
- 21. Girl Orders: Adding JUST Girl Payment 4. Save 1. Add Payment 2. Enter Activity 3. Enter Payment Amount
- 22. Entering Pending Troop Order to Cupboard Remember this is in CASES
- 23. 1. Know the dates that you can pickup from your Service Unit. Pending Cupboard Orders: Product Transaction Form 2. Select your SERVICE UNIT CUPBOARD 3. Enter the number of CASES you want 4. Ok
- 24. Entering Pending Troop Order to Cupboard Must click Save before leaving this tab. After you click Ok, your order will show here. It will be marked as Pending until your SUCM confirms that you have received your cookies.
- 25. Entering Pending Troop Order to Cupboard: Info tab In this tab you can see who placed an order to the Service Unit Cupboard, the time and date and when it was approved.
- 26. Troop Rewards
- 27. Entering Initial Reward: (if eligible with PGA of 150 boxes)
- 28. 1. Verify you are in Initial Reward Order 2. Shirt size should already be entered under Girls Tab. 3. Order 1 FREE shirt for Troop Cookie Coordinator, if you want extra it will be $8 for each shirt. 5. Submit 4. Make sure to select size for Troop Cookie Coordinator.
- 30. Edit All Girl Rewards Edit All allows you to edit all the girls on one screen
- 31. 1. Review each girl’s order, make any selections for those that sell 1,000+ boxes 2. Click Submit
- 32. Troop Reward Order: Total by Troop Shows all items the troop will receive. If you have FIRST TIME 1,000+ seller, you will enter the number of sterling bracelets needed here. You will enter your volunteer patch on this page, it will be listed at the end of the reward list. Once you are finished reviewing click submit.
- 33. OR You can Edit Each Individual Girl Reward Order Select a girl
- 34. Individual Girl Reward Order Verify and click submit, you will do this for each girl.
- 35. Troop Reward Order: Total by Troop Shows all items the troop is getting. If you have FIRST TIME 1,000+ seller, you will enter the number of sterling bracelets needed here. You will enter your volunteer patch on this page, it will be listed at the end of the reward list. Once you are finished reviewing click submit.
- 36. Troop Deposits Here you will enter in all troop deposits and Council will enter in the ACH drafts after they happen.
- 37. 1. Select Troop Bank Account 2. Enter the date 3. Add a Ref. number if you choose, Credit Card Sale, Girl Deposit, etc. 4. Enter Payment Amount 5. Ok
- 38. Line has been added to the worksheet. Click Save when done adding transactions.
Notes de l'éditeur
- The password recovery page is accessed from the fourth bullet on the login page. You can choose one of two methods to recover your password. You can have a temporary password emailed to you OR you can answer your security questions and reset your password yourself.
- The messages section will contain messages from the council, area, and/or service unit.The checklist section will list items that the troops should complete during the cookie seasonStart and deadline dates control when users can key in dataeBudde closed date allows users to ONLY view information or print reports.eBudde will list the next 10 upcoming booth sites that the troop has signed up for.
- You can use eBudde to track all your girl cookie orders and payments. Each row represents movement of cookies and/or monies. You do not have to do this by variety. The key element on this screen is that the subtotal total is correct for each girl. This number of boxes will be fed into the reward system to automate which rewards each girl is to receive.
- You update each girl with additional cookie orders and payments by clicking the Add Transaction button. You must click the Save button to save your information. You can move from one girl to another using the girl drop down box. Updates to the girl will be totaled an update the Troop Summary View.
- You can use eBudde to track all your girl cookie orders and payments. Each row represents movement of cookies and/or monies. The key element on this screen is that the subtotal total is correct for each girl. This number of boxes will be fed into the reward system to automate which rewards each girl is to receive.