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Troop User Manual August 1, 2013

Contents

1. 000 55 Rewards Tab ccc cccccccccccccccccccccccacccceccecceaecnecuecuecnucuecuecuecueaeeneeneeneenecnesneaneanes 57 Troop Reward ko gt ennnnennnnsneensnnnnsrrnnrrrerrnrerrnrsrrrrsrrrrnnrerrnrerrnrerrnrerrene 57 Hadivid ual Gil Reward Ol GON sere ceraceraciverdvesdieedientnesdiacdncedvusdaeesiegdraedeesdeesenusess 58 DODOS ee 63 PAJNO TD CDOS ING rea EE EEEE EEEE 64 Navigating the Deposit Information Page cccccccceecseeeeeeeeeeeeeeseeeseeeaes 65 Editing Deleting D poOsits ccceccceccseccececeeeeeeeeeeceeeseeesaeeseeseeeseeeseeeseeeaes 65 E DONDI S DEDOS IO ana naa r I 66 SOG ONG VAD P E E E 67 SEA i AE A ee 68 sabe dd O S EA A EE SA SE EE A eaoo ans 69 Appendix A Gift of Caring Screen Shots nonnannennnnenonnennnnnnnnnsnrerrnrerrnrerrnne 70 OIC Ga seas fas cert a ites ead sess E E dwoespianecasaiaanneaeranneseeone 71 WOOP GOC aee E E A E E E A 73 FOG a E EEE E E 15 Page 3 What s New 1 All users will be considered new 2 Users that have not been in the system the past two seasons have been removed 3 New security requirements include 4 security questions and password format requirements See page 9 for details 4 Temporary password good for only 24 hours 5 Login attempt limits and lockout 6 You can now change your password and security questions on the contacts tab by clicking the edit button next to your information and entering a new password on
2. and troops see the troop tabs Below is an example of the tabs To selecta tab click anywhere on the tab Dashboard Contacts Settings Girls init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Tab Key The tab key is used to move from one box of information to another on all screens Page 7 System Access Every season current users will be reset to a council default password Your council will notify you of this password In addition this season you will be required to answer four security questions upon login If you are a brand new user to eBudde you will be notified by your council or by email of your password If you are notified by and eBudde email the following information will be in the email e Web Address https ebudde littlebrownie com e Email Address e Temporary Password We recommend you add hitps ebudde littlebrownie com to your Favorites for easier access Welcome to eBudde 5 2 with new features and functions to make the 2013 2014 Cookie Sale Season a success O Budde Member Log In eMail Address Password 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 th
3. 0 0 0 0 0 6 12 0 0 7 2 2 5 5 0 0 0 0 0 0 0 2 0 4 1 2 4 8 2 0 8 1 2 1 7 0 0 0 0 0 0 0 5 3 12 0 1 6 17 9 3 31 4 7 22 49 24 12 72 24 12 84 201 15 9 41 20 5 62 152 O O A NUOO OOO 140 445 305 0 00 72 00 84 00 12 00 96 00 108 00 0 00 188 00 560 00 0 00 63 00 84 00 160 00 256 00 304 00 80 00 284 00 1231 00 0 00 9 00 0 00 148 00 160 00 196 00 30 00 96 00 671 00 Page 74 FYI GOC Initial Order Tab Troop 6073 Initial Order Dashboard Contacts Settings Girls Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report Printable Version Save 2s often as you like but Submit to your SU only Once Submit Order Girl SvSm Tre D S D Sam Dulce TUBM Tags TMint Total F_GOC Becky H 5 5 5 5 5 5 5 5 40 0 Patty VV 4 4 4 4 4 4 4 4 32 0 OTHER 0 0 0 0 0 0 0 0 0 Co 0 0 0 0 0 0 0 0 0 NA Pkgs Ordered 9 9 9 9 9 9 9 9 72 0 Cases to Order 1 1 1 1 1 1 1 1 8 Extras 3 3 3 3 3 3 3 3 24 Girl Order Tab Category View Troop 6073 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits Sales Report Package Sales Printable Version Below are your troop sales broken down by Girl Sekas To viewedit a Girl s Transactions click on the appropriate row Export C FYI Programs Y Girl initial Booth Other Total l F GOC Becky H 40 10
4. 40 0 10 0 50 200 00 40 00 160 00 32 D 0 oO 32 128 00 0 00 128 00 Girl Totals 72 0 10 0 82 328 00 40 00 288 00 Troop Order 96 Difference 14 Girl Order Tab Variety View Troop 9 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits GOC Org Sales Report Package Sales Printable Version Below are your troop sales broken down by Giri Ea To viewedit a Girl s Transactions click on the appropriate row C FYI Programs SvSm Tre D S D Sam Dulce TUBM Total Tags Caroline Y 0 0 0 0 0 0 0 0 0 0 0 00 0 00 0 00 Chloe C 0 0 0 0 0 0 0 6 12 18 72 00 63 00 9 00 Emily F 0 0 0 0 7 2 2 5 5 21 84 00 84 00 0 00 Isabella B 3 0 0 0 0 0 0 0 0 3 12 00 160 00 148 00 Julia B 2 1 2 0 4 1 2 4 8 24 96 00 256 00 160 00 Maddy G 4 2 2 0 8 1 2 1 7 27 108 00 304 00 195 00 Madeline M 0 0 0 0 0 0 0 0 0 0 0 00 80 00 80 00 Mora P 0 3 5 3 12 0 1 6 17 47 188 00 284 00 96 00 Girl Totals 9 6 9 3 31 4 gt 2 49 140 560 00 1231 00 671 00 Lad ina eae 9 16 24 12 72 24 12 84 201 454 Difference 0 10 15 9 41 20 5 62 152 314 Page 72 Troop GOC Initial Order Tab Troop 6073 Initial Order Dashboard Contacts Settings Girls Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report aaa Save as often as you like but Submit to your SU only Once Submit Order Girl SvSm Tre D
5. Not sorted by this column 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 Tab through the boxes and hit tab after entering the information in the High box Page 53 Create a product transaction To create an inventory transaction left click the Add a Transaction button The system will display a product transaction form Cookie Transaction Date 2013 07 30 Pickup Receipt S 000 Ed Type Normal 2nd Party Cupboard Variety Cases Pkgs Savannah Smiles 0 0 Ticini 0 0 Product Movement ee Add Product f Samoas 0 0 Tagalongs 0 0 Contact Info Optional Thin Mints 0 0 Tagalong Snack Bar g 0 5 Double Dutch Snack Bar 0 0 0 Save Print Okay Cancel Date enter the date of the transaction The system will default to the current date or the previously keyed date Pickup You can specify a preferred pickup date and time Receipt this is a fifteen character alphanumeric field that you may use for reference to the transaction NOTE This box cannot be left blank eBudde will default to an automated number If you need to key your own receipt number you can override just by keying in the box If you key in the box by mistake
6. ciy st Zip f Contact Phone eMail o Format 10 25 2011 for dates 9 00am for times Start Approval Sale Date sid a M Requested undefined Reason for approval denial o eo 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 It will be approved or denied by an authorized council designated person Business Hame Becky s Pizza Parlor Location and Contact Into Map Addrs 123 parlor drive Addrs City San Diega ST ca Zip 321 05 Contact Phone eMail Format 1042572011 for dates 9 00am for times Start 5 00pm Approval Sale Date ores Encl 8 00 pri Pending Reason for approval denial Page 50 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 Rewards Deposits GOC O
7. click the button to have eBudde create a receipt number for you The status of the receipt is determined by councils Councils can choose to have it totally locked locked upon saving or open for edits Type Select type of transaction Normal Transaction with no specific designation Booth Transaction is for a booth sale Adjustment Transaction type for corrections This option available at council discretion Return Transaction for return of cookies This option available at council discretion Reorder Cupboard transaction for additional cookies This option available at council discretion Page 54 Second Party this refers to the other party that is getting giving the cookies Is the transaction you wish to enter with a cupboard another service unit or a troop You would select it by clicking the drop down or typing in the first letter You then enter the number of the second party troop number service unit number cupboard number Product Movement You have two options Remove Product or Add Product If cookies are being added to your troop click Add Product If cookies are being removed from your troop click Remove product Enter the quantities of product in either cases packages or both The system will total the information for you so you can verify accuracy Contact Info optional This is for you to provide contact information so the other party has this information if needed The add mor
8. placing a compiled troop reward order You may also create reward orders by girl Troop Reward Order Troop 6073 Troop Rewards Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Troop Rewards Order Forms Initial Rewards Order Final Rewards Order Girl Rpt NOTE The Initial Rewards 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 Rewards Order The View button allows you to see the rewards order The Fill Out button is for entering the troop order Click the Fill Out button The system will display all the rewards available for selection Troop 6720 Final Rewards Order Dashboard Contis Senings Giria imit Order Delivery irl Landers Booth Sees Transaction Rewards Deposits GOL Org Sales Report Repora Below is your current final reward order TROOP ORDER Box Level Quantity Incentive 25 2009 Patch 100 Beach Towel 250 0 Eco Ellie Classic Tee B s 500 1__ EcoElie18 Stuffed Animal Submit Incentive Order Page 57 Enter in the quantities for the troop reward order Tab through the boxes Click the Submit Reward Order to submit the order to the service unit Click the Return to Report List button to return to the previous screen Individual Girl Reward Order The eBUDDE system automatically will calculate the girl orders based on the
9. E 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 Shirt Size Optional Enter the girl s shirt size Sales Goal Enter the girl sales goal in boxes Click the Update button to save the information Page 24 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 Page 25 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 a Troo
10. E 36 Adding Additional Cookie Orders cccccccceccseeceseceeeceeeceeeseeeeeeseeeseeesaeees 37 Adding ONY Payme s sacecutcemencaeneseneatuaenentnementacacmensataemensneacancntuenmnsaneenacte 37 TOOD UNAY VIEW o E E EEE 39 GIA VION ea a E 41 Adding Additional Cookie Orders ccccccceccseeceseceeeceeeceeeseeeeeesaeeseeeseeens 42 Adding Only Payments ccccccceccceceseeeeeceeeseeeseeeseeeeeeseeeseeeseeeseeeseeeeeeees 43 FPGA TOMI yt VIN scene oon ec ye e E EE 43 Girl Order Tab Lock Transaction Option ccccecceeeseeceeeeeeeeeeeeeneeteeenees 45 CCH OUS re AEE E EE 46 Council Sponsored Booth Sales Council SalesS ccccccceecseeeeeeeeeeeeees 48 Troop Booth Signup Request Optional cccccccsecceeeseeseeeeeseeteeeeeenees 50 TV FOOD TANS ACO S a E 52 THI order VANS AC CUON eoor nE rr EE REE EO EO EENE EE 52 Troop transactions fror Other SOUCES ccccccecceeeeeeceeeeeeeeeeeeeeeeeeeeenaes 52 Pending troop orders Optional cccccccecceseceeeceeeceeeeeeeseeeeeeeeeeseeseeeeeeseees 53 IV CTMOR YAN CCS occ eactesscascgacestcmenccmtceneatonieensinscnentnceanenssehicesceetebecnteeawenicessl 53 Navigating the Transaction FOrm cccccccccceecseeceeeeeeeeeeeeeseeceeeeeeseeeeeeaeees 53 Create a product WANSACHON viitisncrsnssnnestatvanantensenevenseenataiatnantitencsensennntamnaar 54 Create a Pending Order Request for a Cupboard Optional
11. GoC Total Total Due Paid Bal Due n Init Order Locked 12 4 8 18 5 0 12 18 2 79 316 00 0 00 316 00 additional sales 0 D 0 5 0 D 0 0 0 5 20 00 0 00 20 00 Error Detected You don t have enough troop inventory unassigned to record those numbers Currently your troop order is 600 pkgs You have already assigned 597 pkgs to girls This leaves you only 3 unassigned pkgs You are trying to assign 5 pkgs LOK 12 4 8 23 5 0 12 18 2 84 336 00 0 00 336 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 45 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 ard Contacta Settings Giris init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports 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 Si
12. 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 Page 11 Users can now reset their own passwords Click the link click here under the fourth bullet point so perro ees O ae C Budde Password Recovery You have two options to recover a lost password Enter your email address and a your password will be set to a temporary password and emailed to you Email jemail lbb com Submit OR Enter your email address and click to load your security question Then answer the questions and select a new password Email femaii ibb com Question 1 Question 2 Password Confirm Password Submit Back To Login Page success Anew password was email to you at beckych l bb com OK Page 12 Menu Bar Mariel Lite Brow rie com Cookie Ciub The Menu Bar provides additional support for you in eBUDDE Home Returns you to the dashboard page Manuals This provides a manual or a customized council manual in Adobe Acrobat PDF format LittleBrownie com This provides a link f
13. M 1326 5304 00 1200 5292 00 1 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 transactions for another girl without having to always go back to the troop view Click the dropdown arrow and select a girl name Page 36 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 w
14. 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 right 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 70 Council GOC Initial Order Screen Troop 6073 Initial Order Dashboard Contacts Settings Girls Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report Printable Version Save 2s often as you like but Submit to your SU only Once Submit Order Girl C_GOC SvSm Tre D S D Sam Dulce TUBM Tags TMint Total Becky H 0 5 5 5 5 5 5 5 5 40 Patty VV 0 4 4 4 4 4 4 4 4 32 OTHER NA 0 0 0 D 0 0 0 0 0 NA 0 0 0 0 0 0 0 oo 0 Pkgs Ordered 0 9 9 9 9 9 9 9 9 72 Cases to Order 1 1 1 1 1 1 1 1 8 Extras 3 3 3 3 3 3 3 3 24 Girl Order Tab Category View Troop 6073 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits Sales Report C Package Sales Financials C FYI Programs Printable Yersion Below are your troop sales broken down by Giri To viewedit a Girl s Transactions click on the appropriate row _s GOC Booth Other Total
15. ONLY sign for cookies received at a cupboard E mail W Active V Receives email First name Last name gt Primary Page 21 lf 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 As a 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 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 E mail wf Active V Receives email First name Last name 2 Primary Page 22 To protect your banking information we have implemented hashing on the bank routing and account numbers If you are responsible for keying in the data you will see the full number when you do the data entry but once you click update the information will be hashed out If you need to edit the information you will still see the hashed out version but you can key over wi
16. S D Sam Dulce TUBM Tags TMint T_GOC Total Becky H 5 5 5 5 5 5 5 5 0 40 Patty W 4 4 4 4 4 4 4 4 0 32 OTHER 0 0 0 0 0 0 0 0 mm o 0 0 0 0 0 0 0 0 NA 0 Pkgs Ordered 9 9 9 9 9 9 9 9 0 72 Cases to Order 1 1 1 1 1 1 1 1 8 Other Extras Charity 3 3 3 3 3 3 3 3 0 24 Girl Order Tab Category View Troop 6073 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits Sales Report Package Sales Printable Version Below are your troop sales broken down by Giri eters To viewedit a Girl s Transactions click on the appropriate row C FYI Programs initial T GOC Booth Other Total a 40 0 10 0 50 200 00 40 00 160 00 32 0 0 0 32 128 00 0 00 128 00 Girl Totals 72 0 10 0 82 328 00 40 00 288 00 Troop Order 96 Difference 14 Girl Order Tab Varieties View Dashboard Contacts Settings Troop 9 Girl Sales Record Girls Init Order Delivery Booth Sites Transactions Incentives Deposits GOC Org Sales Report Printable Version _YGirl Caroline Y Chloe C Emily F Isabella B Julia B Maddy G Madeline M Mora P Girl Totals Troop Order Difference wo oN e 0 0 00 Of Below are your troop sales broken down by Giri To viewedit a Girl s Transactions click on the appropriate row TGOC C Package Sales Financials FYI Programs Tre D S D Sam Dulce TUBM Tags TMint 0 0 0 0 0 0 0
17. 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 deposits 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 64 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 Vv Sort from smaller or earliest to larger or latest A Sort from larger o
18. The reports tab allows troops to run two information reports The cupboard report will list all open Cupboards and their location hours of operation The delivery station report lists the delivery site information including address and contact information The delivery report will only display sites available to the troop Troop 60773 Reports Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOCOrg Sales Report Reports Troop 60773 Reports Cupboard Information Reports Cupboards POF Delivery Station Information Reports Delivery Stations 6073 Cupboard List Becky Demo Jul 27 2013 at 03 11PM Hours Of Name Number Address Address2 City State Zip Home Phone Work Phone Cell Phone Operation 101 101 6614 Charlene Ave San Diego CA 92114 Saturday 8am 5pm Becky s House 2T 1231 Upas St San Diego CA 92103 619 555 5555 619 555 5555 619 555 5555 Saturday 8am 5pm Hunters Ridge r 792 import try out 100 10002 Delivery List Becky Demo Jul 27 2013 at 02 19PM Name Number Address Address2 City State Zip Home Phone Work Phone Cell Phone AppleValleyFRI Ln1 648 13000 Zoo Blvd Apple Valley CA 95124 AppleValleyFRI Ln2 i 649 13000 Zoo Blvd Apple Valley CA 95124 AustinTHU 640 101 Maple Ave Austin CA 95912 BaldwinTHU new 645 1350 Florence St Baldwin CA 54002 BalsamLakeWED 630 507 Main St Balsam Lake CA 54810 BlaineFRI2 1 650 8271 W 35W Serice Dr NE
19. This button submits the troop reward order to the service unit Once you click this button the reward orders for girl and troops cannot be changed by troops only by a service unit user Page 62 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 Troop 6073 Deposits Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports J Column Add Deposit OW riter ewe No Fiter wv High Bank Date Ref Number Verified Troop Amount Bank of America 2008 02 02 reference 6073 0 00 Bank of America 2009 02 02 flat rate 6073 50 00 Wells Fargo 2009 02 04 optional 4 6073 500 00 Bank of America 2009 03 03 6073 100 00 550 00 Page 63 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 6073 131 60 Wells Fargo e Bank 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
20. 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 48 receive a message that your time is reserved Click OK on the message window to proceed NOTE IF you do not see the message your time slot was NOT reserved Be sure to wait for the message and Click OK ddie kalala Ad Eleele HI 96705 Big Save Eleele Store Requires notice if you cannot make it Choose atime slot and then To oof owt oliok on hrat slot again and re sw ant Time Troop 9 00am Claimed 1 00pm 5 00pm Page 49 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 Troop 6073 Booth Sales Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposit GOC Org Sales Report Reports Below are the currently defined Booth Sales My Sales ae To view or signup for Council Troop sales chose Council Sales in the drop down pa Troop 6073 Sales Green Approved Orange Denied oe ee eee EE My Booth Sales click me jadd a Location Becky s Pizza Parlor 1231 Upas 5t Location and Contact Info Map Thu Oct 25 2012 3 00pm 5 00pm Addrs Addrs2 ss
21. Troop Trainin g Completion Deadline 22 23 24 25 26 27 28 29 30 31 1 2 3 4 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 Dashboard Contacts Settings Girls init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports 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 That must be done from the login screen Settings This allows you to change the number of girls selling registered program age level rewards option banking information as specified by your council You can also add 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 pay
22. a delivery station time if applicable reward initial order if applicable and reward final order Your troop s upcoming Booth sales will display on the dashboard Troop 6073 Dashboard Dashboard Contacts Settings Girls init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Print Dashboard Messages Important Things You Need To Troop Checklist Complete VIP eTraining Settings and Contacts Enter Girl Names Know Submit Initial Cookie Order Choose a Delivery Station Submit Initial Reward Order Ma gt Signup for Booth Sales Credit Girls With Cookies 30 1 2 3 4 5 6 Enter Verify Transactions Submit Final Reward Order 10 41 4 i3 Enter Deposits Print amp Submit Sales Report Recommended activity 21 22 23 24 25 26 37 Upcoming Booth Sales 129 Troop Order Due 3h 31 4 3 i None Page 15 Contacts Tab The Contacts tab allows you to change your contact information Show Navigation Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Contacts Juliette Low 1223 Any Street san Diego CA 92105 Troop Ceader t60 albb com Phone 555 555 5555 Cell 555 555 5555 Gets email ACti e Transactions Troop 6073 Contact Information Rewards Deposits GOC Org Sales Report Reports To edit your contact information click Edit below your name You can edit your information and also change your password
23. bring own table chairs Sat Feb 28 2009 9 00am 9 00pm enep p Baani Choose atime slot and then E Sat Mar 7 2009 9 00am 9 00pm To opt out click on that slot again and re submit Sun Mar 8 2009 10 00am 7 00pm Fri Mar 13 2009 5 00pm 8 00pm Time Troop Sat Mar 14 2009 9 00am 9 00pm 3 00pm Claimed Sun Mar 15 2009 10 00am 7 00pm Lowe s Home Improvement 3335 Scat 9 00am Claimed Marsh 2810 Nichol Ave 12 00pm Claimed Marsh 2940 N Broadway Marsh 831 E 53rd St 6 00pm National City Bank 11 East 29th Street National City Bank 1913 East 53rd Street National City Bank 1934 Broadway National City Bank 2909 Nichol Avenue National City Bank 931 Meridian Plaza Avon IN Beech Grove IN Brazil IN Brownsburg IN Cambridge City IN Camby IN Carmel IN Chesterfield IN Connersville IN Crawfordsville IN Danville IN Elwood IN Fishers IN Frankfort IN Franklin IN Frankton IN Gas City IN Greencastle IN 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
24. by entering in your current password and your new password click Submit You then Troop 6073 Contact Information Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Becky Harrigan Contact Information First name Becky Home phone 555 5555 Last name Harrigan Cell phone 619 555 4444 Address 123 Any St Receives email V Active V Address Log in trp6073add lbb com City San Diego State CA Zip 92105 Change Password Current Password New Password Confirm New Password Please answer the follow security questions to be used in case of lost password What elementary school did you attend What city were you born in What is your mother s maiden name What street did you live on in third grade Rewards Deposits GOC Org Sales Report Reports 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 or council staff However at the time of setup information may not be available such as girls registered girls selling reward option banking etc This tab
25. non alphabetic character There will be a strength meter to help create a strong password You will be required to answer four security questions Login attempt rules are as follows e Limit to five consecutive bad login attempts e Account disabled for 10 minutes Page 9 Contact Information Page x f Current Password Bud de New Password Confirm New Password i Please answer the follow security questions to be used in case of lost password As a first time user you must change your password This ee See ee ee What is your mother s maiden name a password thats easy for you to remember What city were you born in What street did you live on in third grade What elementary school did you attend Also please take the time to enter your contact info E mail bedkych lbb com First Name Phone Last Harre Cell Address ia Address City E Current users This form is available to make changes to your password email address security questions and personal information To access this page click on the link provided on the login page Welcome to eBudde 5 2 with new features and functions to make the 2013 2014 Cookie Sale Season a success O Budde Member Log In eMail Address Password Your username email address and password designat
26. 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 41 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 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 1556 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Switch to Girl Christine S v You may add transactions or click a previous transaction to edit Comment Bth Sm Tre D S D Sam Dulce TUBM Tags TMint GoC Total Total Due Paid Bal Due Init Order Locked 12 5 4 11 0 1 8 17 2 60 240 00 0 00 240 00 booth sale Fi E 1 E 1 E 1 E E 1 g 48 00 oK 12 5 4 11 0 1 8 17 2 60 240 00 0 00 240 00 In the boxes below key in a comment and the additional cookies using the tab key to move throug
27. troop see the transaction tab or sales report for details the troop order line will be updated Page 40 Girl View Troop 1556 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Switch to Girl Christine S a u a You may add transactions or click 2 previous transaction to edit oe Return to Summary View Comment Bth SvSm Tre D S D Sam Dulce TUBM Tags TMint Goc Total Total Due Paid Bal Due i Init Order Locked 12 5 4 11 0 1 8 17 2 60 240 00 0 00 240 00 7 125 4 n 0 1 8 867 2 60 240 00 0 00 240 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 The column labeled Bth is to designate cookies as booth cookies for reward automation if applicable in your council 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
28. 0 50 200 00 40 00 160 00 A Patty 32 0 0 32 128 00 0 00 128 00 0 Girl Totals 72 10 0 82 328 00 40 00 288 00 0 Troop Order 96 Difference 14 Girl Order Tab Variety View i Troop 60739 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits Sales Report ALZIRA Below are your troop sales broken down by Girl its a To viewedit a Girl s Transactions click on the appropriate row J FYI Programs m Y Girl D S D Sam Dulce TUBM Tags TMint Total Becky H 1 3 4 6 8 36 144 00 0 00 144 00 1 Cindy W 5 5 5 5 5 40 160 00 0 00 160 00 D Patty Vv 10 10 10 10 10 10 10 10 80 320 00 0 00 320 00 D Girl Totals 16 17 18 19 20 21 22 23 156 624 00 0 00 624 00 1 Troop Order 24 24 24 24 24 24 24 24 192 Difference 8 T 6 5 4 3 F 1 36 0 Page 76
29. 13 6 00pm 8 23pm ay a eA zi Becky s Pizza Parlor 123 any st san diego Cy a Se ZP ae Fri Oct 25 2013 8 00am 5 00pm Contact i Phone a eMail CT Format 10 25 2011 for dates 9 00am for times Start Approval End 5 00pm 6 00am Sale Date 10 25 2013 Reason for approval denial itis denied Ability to delete is at council discretion Page 51 Troop Transactions The troop transaction tab is a listing of all cookies ordered additional cookie pickups and troop to troop transfers council option Your council will instruct you on what transactions you are allowed to make If you do not have an Add a Transaction button you are not allowed to do any data entry on the transaction tab Troop 6073 Pkg Transactions Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Column Filter Low No Fitter ov High Receipt Pending Type Date 2nd Party SuSm Tre DSD Sam Dulce TUBH Tags THint Total Init Del 2011 07 19 12 12 12 12 12 12 12 12 96 12 12 12 12 12 12 12 12 96 Initial Order Transaction The initial order transaction will show up once you submit your order to the service unit It will have receipt of Init Del It will always be locked to changes If it is not correct see your council who can adjust appropriately Troop transactions fror Other Sources The tran
30. 2 4 5 8 0 1 15 25 0 60 240 00 0 00 240 00 Girl Totals 30 20 24 52 10 5 46 81 20 288 1152 00 0 00 1152 00 Troop Order 60 48 60 120 24 12 108 168 600 Difference 30 28 36 68 14 7 62 87 312 The troop summary view shows a total row for each girl This display shows varieties Gift of Caring if applicable and financials Page 39 The system will tell you how many cookies 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 0 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
31. Blaine CA 95449 BlaineSAT1 26 Ln1 601 8271 W 35W Serice Dr NE Blaine CA 95449 BlaineSAT1 26 Ln2 602 8271 W 35W Serice Dr NE Blaine CA 95449 BlaineSAT1 26 Ln3 603 8271 W 35W Serice Dr NE Blaine CA 95449 BlaineSUN1 27 609 8271 W 35W Serice Dr NE Blaine CA 95449 BloomingtonWED 631 401 W 98th St Bloomington CA 95420 BrooklynParkMON i 612 7411 85th Ave N Brooklyn Park CA 95445 Page 69 Appendix A 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
32. E mail First name l E mail First name E mail First name J vata Points From the 2012 13 Pre Sale Addl Order Pkgs Girls Registered Troop CCGOC Pkgs Troop Leaders Last name I Troop Cookie Chairs Last name Troop View Only Users Last name Transactions Rewards Deposits GOCOrg Sales Report Reports Starred boxes may not be available for data entry at council discretion C Remove Y Active Receives email d Primary LJ Add to all seasons Y Active Receives email dl Primary Cladd to all seasons lv Active V Receives email Cl Primary Cladd 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 Opt out of rewards for additional profit Optional Mark the box if the troop has selected to receive additional monetary troop proceeds in lieu of rewards 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 ba
33. 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 Rewards Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Boxes sold 564 Box Level Incentive 150 Beanie Cap 400 Doodle Pad Photo Frame 200 bar patch pick 1 200 Bar Patch C 400 Bar Patch C Global Splash Fashion Tee O ys O YM O as O AM Cookie Dough 300 Hair Bath Towel Set for Small Panda Submit Girl Order Page 59 The girl screen will vary based on your council reward program There may be more less levels There may be choices to pick one item over another See your council for specifics on your reward 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 Rewards Order Tephioad Ceanitacis ethan Giria bit Order Delivtry Girl Or
34. Little bnowwe Baker C Budde Troop User Manual August 1 2013 https ebudde littlebrownie com Table of Contents MTG S NCW ioe ois etstae seca E sees sooesne ys tsa does son sese sas dete sous deaessdeyensecuiveummatyes 4 ee ee ee ee ee 6 Navigating the SYSteM cccccccccccsecceeeceeeseeceeeceeeceeeceeseeseeeseeeseeseeseeseeeseeeseeees 7 DV SNC CO SS circ arse eeemeeeea enone E E E E 8 Wore Maciel 6 ee ne es 9 EEE ence nee EE ELE EET SET EEE EE TTTS 9 Contactinformatlon F AGC x sscxcesacrecustesceevetessseeetasizesetesieevecuzieeredesetevetasieerasesieesrs 10 Forgotten Password en ene eo 11 MEND eer E A E E A ee ere 13 TOOP TADS a E E E E A E E A E E 14 B OO Ke WE e EE E TE E EEE 15 GONS AD a E E E E A N 16 SCU TAa ea E E E E ante wer EE E E E E 18 Special Troop ContaCts soirceiccncrnsrcari eiar iiie ooh EE ETE ADEE EEEE E EIEEE EN iai 21 E E E EET 23 Ci Ci e A E A P A A E A A 23 PEG GIF NOUV OR A E E E E 24 EAO IDON AO r E TE T O 25 DELEG TON FOOD eerror rneer EEE EAE ONTIESE 25 Me Ddr TaD eena E E EE O ET 26 Ordering with Booth and Girl Totals ccc cccceccceccseeeeeeeeeeeeeeceeseeeaeeeeees 26 OPGCHNG DY Madvideoer ro E OOE 29 DEIVI FAD erraren e EE EE E E R 32 Girl Order Tab Category FOrmat c cccccccceccseccsecceeeseeseeeaeeeeeeseeeseeeseeeaes 33 Troop Summary VICW ccc cece eecceecceeeceeeeeeceeeceeeseeeseeeseeeeeeseeeseeeseesseeseeesaeegs 34 OIE OW r E EE E E E
35. M Tags TMint Troop Total Pickup Total 1 8 8 Cases Ss 1 1 1 1 1 Who is picking up your cookies Someone from my Troop Some other troop for my Sly Will you be picking up for more than one troop O YES no Please choose your Delivery Station o Delivery Site 1 07 31 2011 8 00am 5 00pm fuu EFJ Time Line 1 8 00am 8 05am 8 10am 8 15am THOYS 8 20am 8 25am 8 30am w 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 32 A delivery confirmation page will be available as specified by your council Click the view confirmation button View Confirmation Troop 6073 Delivery Sheet Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Aug 2 2011 at 12 45PM Zines Please print this page and bring it with you Your Cases 17 17 17 17 17 17 17 17 136 Pickup Name Lemon Grove Pickup Location 123 Any St San Dlego 88888 Pickup Date Saturday March 10 Pickup Time 8 40am ESTIMATED Number of Vehicles you will need ONE of the following Message from your Delivery Clerk 4 Compact Cars 3 Standard Cars Please be prompt 2 Station Wagons 2 Standard Pickups 1 SUV Min
36. a previous transaction to edit x yi Return to Summary View Comment Initial Booth Other Total Init Order Locked 40 0 0 40 160 00 0 00 160 00 EE 0 40 0 0 40 160 00 0 00 160 00 Page 38 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 adda 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 Your council may limit your girl transaction to not exceed the troop package total Troop Summary View Dashboard Contacts Printable Version eLearning Manuals LitleBrownie com Cookie Club Council Resource Ctr Troop 1556 Girl Sales Record Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOCOrg Sales Report Reports Below are your troop sales broken down by Giri To viewed 2 Girl s Transactions click on the appropriate row _ Package Sales Financials L FYI Programs vGirl SvSm Tre D S D Sam Dulce TUBM Tags TMint GoC Total Total Due Paid Bal Due Christine S 12 5 4 11 0 1 8 17 2 60 240 00 0 00 240 00 Katie H 4 6 5 11 3 3 7 14 16 69 276 00 0 00 276 00 Lily F 12 4 8 18 5 0 12 18 2 79 316 00 0 00 316 00 Maddie F 0 1 2 4 2 0 4 7 0 20 80 00 0 00 80 00 Nicole B
37. age will not include the Gift of Caring numbers as the Gift of Caring column is not part of the physical order Page 29 e Troop 6073 Initial Order Dashboard Contacta Settings Giria Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Save 2s often 2s you like but Submit to your SU only Once Reports Girl SvSm Tre D S D Sam Dulce TUBM Tags TMint Total Beciky H 5 5 5 5 5 5 5 5 40 atty WW 4 4 4 4 4 4 4 4 32 OTHER 0 0 0 0 0 0 0 0 0 BOOTH 0 0 0 0 0 0 0 0 0 Pkgs Ordered 9 9 9 9 9 9 9 9 72 Cases to Order 1 1 1 1 1 1 1 1 8 Ext 3 3 3 3 3 3 3 3 24 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 t
38. 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 Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Settings Number 6073 Girls Registered v Girls Selling v Troop Goal pkgs 1000 Opt out of rewards for additional profit no d Level Cadette You wil receive rewards Bank Name Bank Routing No Bank Account No v Generic Proceeds Fulfillment Early Registration 0 010 Data Points From the 2012 13 Pre Sale Initial Order Pkgs Unknown Addl Order Pkgs Unknown Girls Selling Unknown Girls Registered Unknown Troop Goal Pkgs Unknown Troop CBGOC Pkgs Troop CCGOC Pkgs Troop Leaders 1p6073add ibb com Becky Harrigan Gets email Active Click the Edit Settings button to make changes Sales Report Reports Page 18 Add Edit Troop in Troop 6073 Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Settings Sfeumber v 6073 Kcins Registered v irls Selling v Troop Goal pkgs 1000 Level Cadette x Opt out of rewards for additional profit w You will receive rewards en name x Bank routing number v ye Account No eneric Proceeds Fulfillment Early Registration 0 010 Initial Order Pkgs Girls Selling Troop Goal Pkgs Troop CBGOC Pkgs trpi Shoal b corn
39. and higher and Firefox 4 0 and higher Chrome Approved computer specifications Recommended Minimums 1 0 GHz Pentium 4 1GB RAM Recommended Systems 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 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 for IBM compatible systems can be downloaded from the following web address http 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 Page 6 Navigating the System Add More The add more button allows you to enter in additional rows on transaction tab product transaction form 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 It can also be used to complete a page when the page has only one button available on the page OK The OK button completes a row on a page This button tells eBudde you are done with the data entry on the row 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
40. cations at any time click on the Current Signups 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 Gee Jul 6 2011 at 02 47PM Business Location Hotes Date Start End Duration Created Time Time B 1440 Northland ean Drive 3rd floor near Set up atthe 3rd floor l College Megabyte Cafe outside the Megabyte OF fest 1 11 00am 1 00pm 02 00 Council Mendota Heights Cafe Wh 55120 Becky s 12345 Any St Pizza Minneapolis WE 072511 92 00am 8 00pm 08 00 Troop Parlour 99949 Page 47 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 Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Browse and signup for Council Booth Sales f View and edit your Troop sales by clicking My Sales mememe eens Council Sales O My Sales Central Indiana Green Branches have openings _ ETE S Council Booth Sales al Alexandria IN 2 2825 N Broadway eae a K Mart Anderson IN 46012 K Mart 2825 N Broadway F Fri Feb 27 2009 5 00pm 8 00pm Must set up outside and
41. ch 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 34 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 This 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 This is the balance that is still 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 t
42. dde will then provide additional data entry for as many organizations as you need to enter Page 67 Sales Report The sales report reflects all transactions for the troop in the system It 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 Girl Orders Booth Sites Transactions Rewards Deposis GOC Org Sales Report Reports Council Becky Testing Council Troop 6073 Sales Report 2 da Girls Selling 2 Girls Reg 3 email zza Com Init Girls Sellg 2 7 Level DAISY SU Name Becky eeeeneeeres SU Number 9999 xx y Sales Goal 500 l PGA Selling 164 5000 SH o PGA Registered 109 6667 Cek Initial PGA 158 5000 F_GOC Pkgs 0 T_GOC Pkgs 13 Contact His info has not been updated email beurvictlbb com Phone Cell Pkg price 3 50 Case price 42 00 Trp Proceeds Rate 0 550 Ho Incy Proceeds 0 000 Tiered Rate 0 050 Tiered Proceeds 16 45 Bank Name nifcu Pkgs Receved Deposits Made Initial Order 300 Date Reference Amount bjii 3 Total Deposits 0 00 Total Pkgs Received 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 954 10 Signature
43. ders Booth Sites rie stip Reeards Denosiis GOC Org ales Repeat Reporta Use the form below to fill out your final reward order Click on a gif id at the top to edit a gins reward order GIRL ORDERS E girl Cindy 8 raceives rewards sitacatalog selection done Patte iv receives 2 rewards siteicatalog selection needed OR you may now click the Edit All link When you click the Edit All link eBudde will display all the girls in the troop and their boxes sold and t shirt sizes It will then list the rewards the girl has earned If there are choices or sizes you will select all those selections for all the girls before you submit All Girl Rewards irs bel Ore ts 1 Orden Leth Sais na Rrearis Detects GOL Cig Soles Eeoart Recent Dat Maiyah larg Eakas ebk TI Bax Level Ine emnye i Pk Level peri t iD tose Gough Pug EHO Cocke Dony Thera arte a Patch Soe Peril Cage Package Die hi C rbt Thar arte aion Faih fan Fae Peon Gage Dak Ah psll PP co a Bowes pk HET Bax Level hie eye ih 1h Package Level perk 1 jii Cocke Diah Page Thre iis imion Paih 45 Cookie Dong Ci teei Travel Bay Package Thar abe eto Patch Win F aor Prope Gage Gie Parca Cocke Cares Trowel eos Once you have updated all the girl rewards and submitted eBudde will show that the selections were completed Troop 6073a Final Reward Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transac
44. e boxes above and click here lf 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 oftheir clients and staff Please read the End User License for any questions regarding the use of eBudde You may also view our Privacy Palicy Page 8 The login screen consists of four parts Login information Updating contact information Forgotten password End User License and Privacy Policy Login Information NOTE All eBudde users this season will be considered new users and have a new temporary password Contact your council for further information Users who have already logged in previously this season will enter in their email address and personal password Click the Login button or press enter to complete your login information The system 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 or by your council 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 Temporary passwords only good for 24 hours The password requirements are as follows e Must be 8 characters long e Must have at least one capital letter e Must have at least one
45. e button allows you to create multiple transactions by going to an entry form immediately Click or press the spacebar on this button to activate Left click Okay to save the transaction Left click Cancel to leave the form without saving You then must click Save to save the transaction s entered The system will warn you if you do not save the worksheet as your data will not be saved Save and Print This button has two functions It will print a receipt AND save the transaction This button replaces the Receipt button The receipt button only printed the receipt and did not save the transaction unless you clicked the save button on the summary grid Create a Pending Order Request for a Cupboard Optional A troop can create a pending cookie order request for a cupboard on the transaction tab If your council has this option available the order is created automatically if the following options are selected on the product transaction form Second Party Cupboard is selected and a cupboard number is entered Product Movement Add is selected When you click Okay and the transaction is displayed on the grid you will see a yes under the pending column Page 55 The transaction may be locked immediately or your cupboard will lock the transaction appropriately according to council s process You council will advise the locking timing Page 56 Rewards Tab There are two methods of entering in rewards The rewards tab is for troops
46. e 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 Pa e 1 0 You may also view our Privacy Policy g 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 5 2 with new features and functions to make the 2013 2014 Cookie Sale Season a success P Budde Member Log In eve Acres OOO 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
47. er you submit you will need to contact your service unit cookie manager Initial Order Submission OK Please goto your Delivery Tab to specify your delivery options Page 28 Ordering by Individual Girls Click on the init order tab located on the right side of your screen Troop 6073 Initial Order Dashboard Contacts Settings Girs Init Order Deliver Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Save 2s often as you like but Submit to your SU oniy Once f Submit Order Girl SvSm Tre D S D Sam Dulce TUBM Tags TMint Total Amanda H 200 200 200 200 200 200 200 200 1600 Becky H 0 0 0 0 0 0 0 0 0 Cindy VV 0 0 0 0 0 0 0 0 0 Patty VV 0 0 0 0 0 0 0 0 0 Sydney C 0 0 0 0 0 0 0 0 0 OTHER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Becky H o i o a o o o o o ox Pigs tea 200 200 200 200 200 200 200 200 1600 Cases to Order 17 17 17 17 17 17 17 17 136 Extras 4 4 4 4 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 p
48. h the columns There is a check box for you to designate that the boxes you are entering were sold at a booth sale This is needed if your council automates booth sale rewards to tell eBudde how many booth boxes were sold 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 42 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 of the screen 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 Troop 1556 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Switch to Girl Christine S You may add transactions or click a previous transaction to edit yaaa x Return to Summary View Comment Eih SvSm Tre D S D Sam Dulce TUBM Tags TMint GoC Total Total Due Paid Bal Due Init Order Locked 12 5 4 11 0 1 8 17 2 60 240 00 0 00 240 00 booth sale 1 1 1 1 1 1 1 1 1 9 36 00 48 00 12 00 payment only 0 12 00 ES 13 6 5 12 1 2 9 18 3 69 276 00 48 00 228 00 Page 43 Printing Export
49. he 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 0 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 35 Girl View i Troop 1 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery GirlOrders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Save j Becky H tch t EPEE r You may add transactions or click a previous transaction to edit Switch to Girl nn Return to Summary View Comment Initial c GOC Booth Other T GOC Total Total Due Paid Bal Due F GOC Init Order Locked 1007 0 0 0 312 1319 5276 00 0 00 5276 00 D Heinan s 04 08 6 0 1 1 0 1 3 12 00 12 00 0 00 1 Booth Sales 0 1 1 1 1 4 16 00 0 00 16 00 0 1007 202 1
50. he 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 30 Submit 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 31 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 I Troop 6073 Delivery Sheet Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Submit My Info SVvSMm Tre D S D Sam Dulce TUB
51. ill highlight Double click at the bottom of the page in the comment box Troop 6073 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Incentives Deposits Sales Report Becky H Switch to Girl You may add transactions or click a previous transaction to edit a x Comment Initial Booth Other Total Total Due Paid Bal Due Init Order Locked 40 0 0 40 160 00 0 00 160 00 L 0 40 0 0 40 160 00 0 00 160 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 of the screen Click the Enter key to end the data entry OR click Page 37 the OK button The information will be displayed on the grid Click the SAVE button to save the transaction s Troop 6073 Girl Transactions Dashboard Contacts Settings Girls Init Order Delivery Booth Sites Transactions Incentives Deposits Sales Report Switch to Girl Becky H You may add transactions or click
52. ing 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 Printable Wersion Troop Summary Screen Girl Detail Screen save Add Trans Add Fayment Page 44 Girl Order Tab Lock Transaction Option 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 Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Switch to Girl Lily F You may add transactions or click a previous transaction to edit z X Return to Summary View Comment Bth SvSm Tre D S D Sam Dulce TUBM Tags TMint
53. ir 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 Rewards Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Troop Rewards Order Forms Initial Rewards Order Final Rewards Order NOTE The Initial Rewards 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 Rewards Order The View button allows you to see the rewards order The Fill Out button is for entering the girl and troop order Page 58 Troop 70 Final Rewards Order Mirhidad 6Carhiatin 6 Getlings Giris at Orca eire Gell Orden Booth Gers rinsi 6 Reeds Dpi GO eg Sairi Report Purgeoris Use he form below to fill out your final reward order Click on a gin id at the top to edit a gins reward order GIRL ORDERS EALA Balmat A receives 0 rewards s elcatalog selection needed iqail recenves Orewards scecatalog s lection needed A 5 receives rewards sizelcatalog selection needed Arabella B receives rewards sie catalog selecton needed ileg M receives rewards sielcatalog selection needed Beth P receives O rewards siefcatalog selection needed Cansa wi feceves O rewards sirek italgg slachon needed egilia F receives rewards sizelcatalog selection needed
54. ivan 1 Standard Van 1 Moving Yan Helpful Hints 1 Bring people to help but remember people take up room just like cookies so adjustthe number of vehicles accordingly 2 Every effort will be made to respect your delivery time But sometimes it s not possible to have everyone pickup at their exact time Please be patient VYe re all here to have fun and get the cookies Signature Page 33 Girl Order Tab Category Format This tab allows 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 Your council may limit your girl transaction to not exceed the troop package total Troop Summary View Troop 6073 Girl Sales Record Dashboard Contacts Settings Girls Init Order Delivery Girl Ordera Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports _ Package Sal Below are your troop sales broken down by Girt ls Re alee To viewedit a Gin s Transactions click on the appropriate row FYI Programs Y Girl dnitial Booth Other Total Total Due l Paid Bal Due Becjky H 40 0 0 40 0 00 0 00 0 00 Patty VV 32 0 0 32 0 00 0 00 0 00 Girl Totals 72 0 0 72 0 00 0 00 0 00 Troop Order 96 Difference 24 The troop summary view shows a total row for ea
55. ments 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 Rewards Troop reward ordering Deposits Troop deposit recording GOC Org Optional This option allows you to record troop donation organizations 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 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
56. nat a contact as the primary contact in the category This designation will allow eBudde to send primary contact specific emails from council and will be the contact that appear on some of the updated reports 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 Special Troop Contacts 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 Cupboard 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 As a 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 1 Troop Leaders and Cookie Chairs should NOT add yourselves to this user type This user can
57. nk 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 several different types of troop level users Leaders Cookie Chairs and View Only Leaders and Cookie Chairs have full access to the troop View Only can only see the information You can also delete troop users Remove You can remove users by clicking the remove Box next to the email and 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 Primary You may desig
58. or 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 Hide Navigation The Hide Navigation feature allows you to hide the iane Hers display of the navigation tree Click the arrow to Council toggle this feature on and off This can be helpful if ae the form on the right that you are trying to fil out goes ae 4 tne screen It will move all the information over to e left Troop 6073 Dashboard shboard Contacts Settings Girls init Order Delivery Giri Orders Booth Sites Transactions Rewards Deposits GOCOrg Sales Report Reports Messages Important Things You Need To Know Troop Checklist Complete VIP eTraining Settings and Contacts Enter Girl Names Submit Initial Cookie Order Choose a Delivery Station lt Submit Initial Incv Order le S M Se Caen es ees a Signup for Booth Sales 1 3 4 5 6 7 Credit Girls With Cookies Troop Delivery Enter Verify Transactions Conf avail oe g Troop Order Submit Final Incentives il Enter Deposits avall Upcoming Booth Sales hase Final Inov Print amp Submit Sales Report avall Troop Settings Recommended activity None il avail Girl Tab avail 8 9 10 11 12 13 14 15 16 J17 18 19 20 21
59. p 6032 Initial Order Dashboard Contacta Settings Giris Init Order Delivery Girl Ordera Booth Sites Transactions Rewards Deposits GOC Org Sales Reporti Reports Save as often as you like but Submit to your SU only Once P Submit Order a SvSm Tre D S D Sam Dulce n TUBM Tags TMint Total OTHER 0 0 0 0 0 0 0 0 0 BOOTH 0 0 0 0 0 0 0 0 0 casas to Order 0 0 o 0 0 0 0 0 0 Page 26 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 ontacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOCOrg Sales Report Reports Save 2s often as you like but Submit to your SU only Once SvSm Tre D S D Sam Dulce TUBM Tags TMint Total OTHER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o o o o or Cases to Order 0 0 E 0 0 0 0 0 0 0 l Enter the cookie quantities 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 word BOOTH The system will highlight the line Click in the first input box at the bot
60. page 16 for more details 7 New recommended computer specifications on page 6 for more details 8 Browser updates for 2013 2014 season Microsoft to update their browsers in October Developers will review impact on eBudde and make changes appropriately 9 Troop Girl tab no longer has links to Cookie Club 10 Troop Cookie Pick up Only User that allows other people besides troop leader and troop cookie chair to sign for cookies picked up at a cupboard through the Cupboard Keeper mobile app will be only a one season role User would need to be added each season 11 Bank account and routing numbers will no longer be visible after data entry on the troop settings tab They will also be hashed out on the troop sales report 12 Updated display information for opt out selection on troop setting tab 13 Troop may be delete troop requested booth sites no matter what the status OR can only delete if status is pending Council option 14 Incentives now called Rewards on all screens and reports Page 4 15 New troop reports tab Two new reports Cupboard report lists available cupboard and location hours information Delivery station report lists available delivery sties for troops Page 5 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 8 0 and higher Firefox 4 0 and higher Chrome Macintosh Safari 2 0 4
61. r 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 pressing 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 65 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 66 GOC Org Tab 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 Contacta Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOCO Sales Report Reports GOC Organizations Organization Contact Sales Name Name Pkgs Donated Addr Phone City ST Zip email Update Enter in organizational information and click update eBu
62. rg Sales Report Reports Below are the currently defined Booth Sales i Sao i x To view or signup for Council Troop sales chose Council Sales in the drop down y Troop 6073 Sales Green Approved Orange Denied _ Sa My Booth Sales click me add 3 Location aaa Becky s Pizza Parlor 1231 Upas St i Tl a eae vn Thu Oct 25 2012 3 00pm 5 00pm Addrs Addrs2 City ST Zip Contact Phone eMail Format 10 25 2011 for dates 9 00am for times Start A Sale Date i Ena Requested undefined Reason for approval denial If the council does not select this option you can delete your booth ONLY if the request is pending If your council has not selected the option to all you to delete your booth request and you need to have it deleted contact your council or volunteer Troop 60773 Booth Sales Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Below are the currently defined Booth Sales My Sal a To view or signup for Council Troop sales chose Council Sales in the drop down Green Approved Orange Denied Troop 60773 Sales My Booth Sales add a Location ieii ar 424 nC Business Name Becky s Pizza Parlor Becky s Pizza Parlor 1231 Upas St Wed J 013 3 00pm 8 00p Location and Contact Info Map Becky s Pizza Parlor 123 Any S S Addrs 123 any lt i Adds Mon Jan 7 20
63. sactions tab will also list cookie transactions from any other source that the council has available Page 52 Receipt Pending troop orders optional Troops can now place pending cookie orders to service units and or cupboards The status of the order will display in the Pending column Inventory Balances The inventory balance located at the bottom of the screen is a tool for the troop cookie person to know what cookies they are responsible for Navigating the Transaction Form Pending Type F Date 2nd Party 5v5m Tre 050 5am Dulce TUBH Tags T Hint Total The columns listed from left to right are as follows Receipt This is the receipt code of the transaction Pending This shows if the order is pending Type A reference for your council Date This is the date of the transaction one Party This is whom the cookies are going to or coming from SvSm Savannah Smiles Tre Trefoils D S D Do Si Dos Sam Samoas Dulce Dulce de Leche TUBM Thank U Berry Munch Tag Tagalongs TMints Thin Mints Total Total of all varieties You will notice that there is a sign before each of the column headers This allows you to sort the records in whatever order you prefer The system default is by date Clicking on the sign will activate deactivate or change the sort type Vv Sort from smaller or earliest to larger or latest A Sort from larger or latest to smaller or earliest gt
64. tes Transactions Rewards Deposits GOC Org Sales Report Reports Browse and signup for Council Booth Sales ay Free Slot C t Si ouncil Sak View and edit your Troop sales by selecting My Sales im et oe a Green Branches have openings Becky Demo Council Booth Sales Detroit Ml 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 Name City State ex NY ip Dates and times can be entered in many different formats including things like tomorrow and 2 weeks from today but if you get errors or odd behavior formats like 4112011 and 8 00pm are the bestto use Starting Date Ending Date Start Time after Start Time before Get Report Ea Page 46 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 lo
65. th the information Initial Display no data Bank Name Bank Routing No T Bank Account No Edit Display no data Bank name Bank routing number 7 Bank Account No P Edit Display data just entered Bank name Becky Bank Bank routing number i2z34se789 Bank Account No 12345678904 Display after Data entered and Update button pressed Bank Name Becky Bank Bank Routina No XXxXxXx6789 Edit Display data entered earlier and saved by pressing Update button Bank name Becky Bank Bank routing number boooce7s9 Bank Account No oe OOOO S01 Editing the routing number already saved in display above Bank name Becky Bank Bank routing number h Bank Account No boooooxcxesot Page 23 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 Contacta Settings Girls init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Prete Cookie Club 3 Shiri Sales First Name Last Harme GSUSA Id Grade Login Regd Size Goal Delete fe ium if 7 wll a fos wl Becky Harrigan 1 oe Wilo A Yh m2 Cindy wright so de Wi BE w Wil _ Denise Mitchel WOO TBE awa WE ian a is e EEO Oo ae E i E A E E Ef ff LL 5 el as N x oO
66. tions Rewards Deposits Use the form below to fill out your final reward order Click on a gin id at the top to edit a gins reward order GIRL ORDERS Edit All Becky H receives 21 rewards size catalog selection done Cynthia W receives 24 rewards size catalog selection done Patty W receives Gb rewards size catalog selection done Once all the girl reward 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 the box labeled GOC Patch Once you have entered that number you will click the Submit Reward Order button to submit your order to your service unit Troop 6073 Final Rewards Order Disha Comects Settings Giris ba Creches Iim Giri Orden Hooth brs rania a pra Use the form below to fili out your final reward order Click on a girn id at the top to edit a gins reward order GIRL ORDERS Becky H recenhes Sincentves siel alalag selechon done Paii receves incentives TROOP ORDER BoxLevel Quantity Incentive 150 Beanie Cap 400 i Dotie Pad Photo Frame 200 ft bar patch pick 1 i 200 Bar Patch 0 400 Bar Pateh 0 Global Splash Fashion Tee 0 VS VM 0 AS D AM l Cookie Dotgh 00 l Hair Bath Towel Set for Small Panda a E GOC Paich GOC Ong Salen Ripi Report Cancel this button returns you to the screen where you can view or fill out Submit Reward Order
67. tom 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 27 The system will display the completed order Troop 6032 Initial Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Below is your current initial troop order SvSm Tre D S D Sam Dulce TUBM Tags TMint Total OTHER 1 2 3 4 5 6 7 8 36 BOOTH 5 6 7 8 9 10 11 12 68 Cases to Order 6 8 10 12 14 16 18 20 104 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 still 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 aft

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