Service Unit eBudde Training Manual
Contents
1. eMail Address Password l Your username email address and password designate your level of access to eBudde P If you have not been given a username and password fel i Utils NM i c i kt please contact your council or volunteer product sales z dii T E Wo WI iil E bp manager fa re k LN a A ap 5 i i l il C li es TU i Sau wt 6 If you are an existing user and wish to update your contact iis IRLA i info or change your email address and or password please I3 aii IM ZA f 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 The login screen consists of four parts e Login information e Updating contact information e Forgotten password Page 6 e End User License and Privacy Policy Login Information NOTE All eBudde users 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 information2. 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 New Security Requirements Temporary passwords only good for 24 hours The password requirements are as follows e Must be 8 characters long e Must have atleast one capital letter e Must have at least one 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 Security questions e You can select your security questions from a drop down list e You cannot use the same question more than once Page 7 Contact Information Page Ps is E d Current Password EJ LI d d e New Password Confirm New Password Please answer the follow security questions to be used in case of lost password What street did you live on in third grade You may use the form at the right to modify your password and contact information What is your mother s maiden name What city were you born in What elementary school did you attend E mail janedoeqlb
3. 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 and troops see the troop tabs Below is an example of the tabs To select a tab click anywhere on the tab Dashboard Contacta Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reporta Tab Key The tab key is used to move from one box of information to another on all screens Page 5 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 an 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 Sb 5 5 44 with new features and functions to make the 2014 15 Cookie Sale Season a success P Budde Member Log In
4. Dashboard Deposits Rewards Boot Sade Reporta Mie Dashboard views can 5e uni 28 minutes ol Service Unit Checklist x Add Update Troops Submit Initial Cookie Order Enter Delivery Information Submit Initial Reward Onder Enter Verify Transactions Submit Final Reward Order Recommended acthilty Pending Troop Booth Requests Troop OTS Troop Status Troop Pkgs Ordered Submitted E445 143 yes BOT 2901 yee a ae ay na EJT3b 2 na Bor ic nao 5 U 3 Te Total E717 Page 14 Page 15 Financial Status Total Sales Proceeds Trp SU f Proceeds Mo Reward Proceeds Tiered 1 00 Proceeds Generic F Total Proceeds Owed to Council 28 807 00 Deposits P 1151 01 Balance Due gt 37 858 59 Rewards Flower Power Volley Ball Initial Troop Goal Achiever Cookie Club Patch Sieve Tee Ties Theme Patch Booth Seles Patch Destinations LOVE Tee NOT AUTOMA Gift of Caring Patch Tie D yed T Shirt PJ Bottoms 100 Bar 200 Bar Retro Wristband Flower Power Wristlet Flip Flop Pouch Designer Daisy Satchel Purple Power Blanket in Carry Wr muh meh A E Mini Waterproof Digital Camera 10060 2000 3000 4000 S000 6000 Ipad Pkgs Laptop AMB 175 PGA Super Trp Leader Jou Per Girl Average Goal and Current Page 16 Messages Messages from your council will be displayed here In addition if your council has an area level those messages will be displayed here as w
5. 200 200 5 1457 5 B Cindy W 0 0 0 0 0 0 0 0 0 0 0 Patty W 0 0 0 0 0 0 0 0 0 0 0 Sienna B 0 0 0 0 0 0 0 0 0 0 0 OTHER TNA 0 0 0 0 0 0 0 UE o LT INA 0 0 0 0 0 0 0 TNA 0 LI Cindy W E p Bj Bj Bj Bj Bj Hj 3 7 0 OE ees 52 200 200 200 200 200 200 200 s END S TEN EUER 17 17 17 17 17 17 17 119 Other Extras Charity row 4 4 4 4 4 4 4 5 23 NOTE Girl level ordering must be done in packages If your council participates 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 page will not include the Gift of Caring numbers as the Gift of Caring column is not part of the physical order Page 48 Troop 6073 Initial Order Dashboard Contac ts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Printable Version ko EE Save as often as you like but Submit to your SU only Once Girl C GOC SvSm Tre D S D Sam RRR Tags TMint T GOC Total F_GOC BeckyH i 52 200 200 200 200 200 200 20 5 1457 5 Cindy W 0 14 28 7 40 8 50 32 0 179 0 Patty W 0 0 0 0 0 0 0 0 0 0 0 Sien
6. Age Level of the troop Page 28 Opt out of rewards for additional profit If this troop has the option of not receiving reward rewards and receiving additional monetary funds click in this box Only Cadette Senior and Ambassador troops may opt out Bank Name Enter the troop s bank account name or the troop can Bank Routing No Enter the troop s bank routing number or the troop can Bank Acct No Enter the troop s bank account number or the troop can Troop Leader or Troop Cookie Chair or Troop View Only Users You MUST enter an email address for one of the three types of users Email Enter email address First name Optional Enter in contact s first name Last name Optional Enter in contact s last name Active Check this box if you want the contact to have access to the system Receives email Check this box if you want the contact to receive email from you and or council and the confirmation emails when ordering Primary You may designate 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 Check this box if you this contact to have access to the troop in previous years Left click Add to add the troop Left click Cancel to leave the page without adding the troop Special Troop Contacts There are two troop contacts tha
7. app and or in eBudde M 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 Asa 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 Active E mail Receives email First name Last name Ll Primary Add to all seasons Page 30 To Add up to 11 Troops Left click the Add up to 11 Troops button The following page will be displayed Troops in Lemon Grove 673 Dashboard Contacta Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports Add up to 11 Troops to Lemon Grove 673 Opt out of een Pe ge e ee ee ee profit 1 Daisy A F F FJ 2 Daisy al J W 3 Daisy A 7 Ei 4 Daisy 7 v 5 Daisy A 7 v 6 Daisy m j J 7 Daisy a J W 8 Daisy 7 v g Daisy i El 10 Daisy J E 11 Daisy Ei Troop Number enter the troop number numerical data only Girls Registered the number of girls registered in the troop will not be displayed if girl registration automation is turned on Girls Selling the number of girls selling cookies in the troop will not be displayed if girl sellin
8. can also enter in comments about your selection that is visible to the troop on their level If two troops are requesting the same site on the same date and timeframe you can see who requested the site first by reviewing the date and time under the Status Submitted column Page 41 Booth Import Tab service Units in GSGLA are not using this tab All locations other than Troop Requests as mentioned above will be entered by Council staff Page 42 Reports This section will allow you to print reports for your service unit Left click View Report to open the report in a Microsoft Excel downloadable window All Excel reports will print in XLSX format some reports due to the length of time to create my require regeneration You will click the Regenerate button eBudde will tell you that it sent the request to the queue You will be sent an email when the report is ready You can then click the XLSX or PDF button to print The system will display a box to open the report or save it to your computer The format for both is a Microsoft Excel Worksheet If you want to know the details of the report click the link labeled Descriptions of these Reports It will bring up a list of the reports with additional details of information that is on the report and the purpose of the report You can now run some reports as Exportable Exportable reports allow you to run reports in a fashion that puts all information in columns to facilitate sor
9. to an order Page 34 1251 BOO BOYS c eS c eS c eS c Se c eS A c Se cC SS C Ee C gm The system will display the status of troop orders In the example above troop 1251 has submitted its order Troops 6000 and 6073 have not submitted their orders as designated by the asterisk Page 35 coo Delivery Tab Service Units in GSGLA are not using this tab However the functions are the same as for a Troop using their Delivery tab See the Troop eBudde Manual for full information Transaction Tab Service Units in GSGLA are not using this tab However the functions are the same as for a Troop using their Delivery tab See the Troop eBudde Manual for full information Deposits Tab Service Units in GSGLA are not using this tab However this is where you will see all ACH debits entered by Council Lemon Grove 673 Deposits ons Deposits Rewards 3 Column Add Deposit B LIS mer wE ES No Fiter ye MeL Bank Y Date Ref Number Verified Troop Amount 0 00 Page 36 Page 37 Navigating the Deposit Information Page The system displays the deposits using a scrolling feature To facilitate viewing there are several methods to navigate to the information that you need You will want to use the method that best fits what you are trying to do scrolling Deposits are displayed n the order keyed by default You can scroll through the deposit pages by using the scrol
10. 1 override sdtest lbb cam bdsub7 3ilbb com E mail First name E mail First name Troops init Order Settings Delivery Add Edit Service Unit in Lemon Grove 673 Transactions Deposits Rewards Booth Sites Reports Number 673 Girl level orders Data Points From the 2010 11 Sale Addl Order Pkgs 0 override Service Unit Managers Last name d Remove Remove Active Receives email F Primar Cl Add to all seasons Service Unit Cookie Chairs Last name Active Receives email d Primary Add to all seasons Service Unit View Only Users Active E mail Receives emajl First name Last name Ll Primary C Add to all seasons Service Unit Booth Site Approvers subar 3glbh coam i Remove btest lbb corm iBecky Harrigan Remove btest2glbhb com i Remove Add a new service unit booth site approver l Active E mail Receives email First name Last name Primary LJ Add to all seasons Page 23 Name The service unit name entered by council Service Unit Number The service unit number entered by council Allow Troop Data Entry Check this box if the troop is going to enter their orders in cases with booth information Leave this checked Enter Orders at Girl Level Check this box if you or the troop is going to enter the order by girls in packages Leave this chec
11. 11 E Troop ia Pick up paperwork packet F Add a New Event Troop v Page 26 Troops Tab To add and or edit a troop click the Troops tab on the page As you add troops you will see them appear on the left side of the screen under the Navigation tree Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Reports Add upto 11 Troops f Unzubmit All Cookie Orders f Unsubmit All Init Incvz Unsubmit All Final Inews 02321 02322 Unsubmit Cookie Order 02323 Unsubmit Cookie Order 59502324 02325 Unsubmit Cookie Order 02326 02327 02328 02329 Edit 02330 Edit You can enter troops using two different methods The choice for which button you used is at your discretion Add a Troop This button allows you to enter one troop only You would need to click this button for each troop you entered Add up to 11 Troops This button allows you to enter up to 11 troops at a time If you had 13 troops you would need to click this button twice The first time you would enter the 11 troops The second time you would enter 2 troops Unsubmit All Cookie Orders This will unsubmit all troop cookie orders if necessary to allow troops to resubmit Unsubmit all Initial and Final Reward Orders This will unsubmit all troop reward orders if necessary to allow troops to resubmit NOTE You can un submit orders for individual troops if necessary Once your order s are sent to the bakery these but
12. ANGES as needed by editing the individual troop reward pages For reference you may leave the reward order report open in Excel while making your changes DO NOT edit the open Excel file changing numbers in Excel will have no effect Then return here and if you wish run the report again to freshen its totals and confirm your changes 3 VERIFY the shipping address and use the button at right update if necessary Note We do NOT ship to P O Boxes Name Email Address City state Zip 4 SUBMIT your rewards order when you are certain that your reward totals are correct by using the Submit button at right Order Type Initial order type is an option that may or may not be available as it is a council option If you have both types you may select which type you will be verifying and submitting to council Review Rewards Order This will create a report for the rewards that have been entered into the system This report can be saved and printed You MUST verify the accuracy of this report before proceeding If you need to make changes DO NOT make them on the report Go back to the troop reward order form to make the changes Update Shipping Address This option may or may not be available If available the service unit must enter in the shipping contact name address This information is used by the bakery warehouse to ship the items to the service unit Submit Rewards Order Once all troop reward orders have been ve
13. Rewards Order The View button allows you to see the rewards order The Fill Out button is for entering the girl and troop order Troop 70 Final Rewards Order Dashed Goian Settings Gris ka Linder lier iar Linders liaoth Ser iran aiio Resards Lape DOL Dg Sales Report Reports Use the form below to fil out your final reward order Click on a girl id at the top to edit a gins reward order GIRL ORDERS Ed All Aaliyah receives rewards size catalog selection needed Abigail l receives rewards size catalog selection needed Anessia receives O rewards size catalog selection needed Arabella B receives rewards size catalog selection needed Bailey M receives O rewards sizeicatalog selection needed Beth P receives rewards is zelcatalog salaction needed receives 0 rewards size catalog selection needed Concilia R receives 0 rewards size catalog selection needed Page 51 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 Tra
14. Tab Summary E Exportable PDF Booth Sales Report 9 pii Troop Pickup Sheets Pre printed Form View Troop Delivery Assignments Q9 Caes Pkgs Exportable Blank Troop Pickup Sheet Bubble Form View Initial Order Delivery Reports A Troop Delivery Confirmation x Reward Reports ia itis E ii Troop Rewards Summary E me Ld E Exportable i iti E gt Girl Rewards Summary epee a bere Ld Exportable Troop Rewards HTML Initial Final View Booth Scheduling Reports A Troop Signup Detail x View Troop Signup Recap exportable PDF Troop Booth Requests xr View Available Booth Slots F Exportable PDF Banking Reports A Troop Deposits Recap Reports A Cases Pkgs Troop Proceeds Summary l Refunds ums PDF E Exportable Exclude Pending Cases Pkgs Troop Sales Summary asp alas Regenerate XLSK POF portable E Exclude Pending Cases Pkgs T p Sales R rts o Regenerate PDF View MTE nae tag Regenerate Por view Cas Pkgs Troop Sales Reports With Bank Information iuc bud Exclude Pending 8 Cases Pkgs Service Unit Recap Exportable _ Exclude Pending Troop GOC Org Tab E exportable POF Inventory Reports A All Transactions pee Pkgs View Roster and Contact Lists A Troop Roster XLSX POF Troop Roster With Banks XLSX PDF Troop Contacts POF Cupboard List EE PDF Delivery List XLSX PDF Coo
15. Users Attachment Browse Attachment Browse Pw eee Troop View Only Users Attachment Browse Attachment Browse Attachment Browse Attachment Browse Attachment Browse Attachment Browse Attachment Browse Send email Page 19 To edit your Service Unit Contact information click the Edit button below to the contact name The system will open up a page to change the information To create a new contact see the section on service unit settings Becky Harrigan Contact Information First name Becky Home phoner 555 555 5555 Lastname Harrigan Cell phones daa aaa aaaag Address 123 Any Street Receives email 7 Active V Address Leg in beckytesthalbb com City San Diego State CA Zip 22089 Change Password Current Password New Password Canfirm New Password Please answer the follow security questions to be used in case of lost password What street did you live on in third grade Bg staat your mothers maiden name were you born in Wnat elementary school did you attend 077 Change the information by clicking in the box and keying in the new information Click the Submit button to save the changes If you wish to cancel the information keyed click the Cancel button You can change your password by entering your current password and new password and confirming that new password You would then click Submit You can now change your security questions h
16. a LIinzubmit All Final news Adda Troop Add upto 11 Troops 123 Unsub Cookie Order Page 33 Init Order Initial Order Page Troops placing orders Instructions for service units once orders have been placed for troops by troops or the service unit at the troop level All orders need to be reviewed by the service unit The service unit can monitor this entry easily by looking at the initial order page This page is where you verify the cookie orders by troop and then submit your service unit orders to the council Once you have submitted your initial cookie order you cannot change the order ONLY council will be able to change the order at that point Lemon Grove 673 Initial Order Dashboard Contacts Settings Troops lnit Order Delivery Transactions Deposits Rewards Booth Sites Reports Printable Troop Info is listed below Please Submit your order only Once SEENEN Indicates Troops who have not submitted their order Troop C GOC SvSm Tre D S D Sam gs TMint Total 6073 5 18 19 18 20 20 18 21 134 6074 0 0 0 0 0 0 0 0 0 SU 673 NA 0 0 0 0 0 0 0 0 Cases in Order 18 19 18 20 20 18 21 134 Printable Version Left click this button to print a report that shows the above information Submit Order Left click this button to submit your service unit order to your council NOTE You can only submit your order ONCE If a change needs to be made you will need to call council to make the change
17. a refund or owe money by check the appropriate box If no boxes are check all troops will be displayed Troop Sales Summary This report is very similar to the troop proceeds summary It includes all the items from the troop proceeds summary but also breaks down the troop proceeds into categories if applicable This report can be viewed in packages or cases by clicking the appropriate radial button Page 46 You can also filter this report to show only troops who are due a refund or owe money by check the appropriate box If no boxes are check all troops will be displayed Troop Sales Reports This report will print all the troop sales report The format will be just like the troop sales report tab Troop banking information will be hashed out except for the last four numbers on this report Troop Sales Report with Bank Information This report will print all the troop sales report Troop banking information will be display as full numbers This report is only available to users who have Bank Manager Account permissions Service Unit Recap This report will show cookie activity for the service unit Troop GOC Org Tab This report will print all the Gift of Caring Organizations entered by troops on the troop GOC Org tab All Transactions This report will list all transactions that a service unit created moving cookies from the service unit to the troop or troop to troop transactions Troop Roster This report prints the det
18. ails of the troop settings tab for all troops No banking information will be on this report Troop Roster with Banks not available to GSGLA SUs or Troops only Council can view info Troop Contacts This report will show you a list of all troop contact name address and phone number information Cupboard List This report will list all available cupboards and their hours of operation Delivery List This report will list all available delivery sites for the service unit and location information Girl Goals This report compares girl cookies sold against the Cookie Club information Troop PGA This report shows troop per girl average for troops and compares for Cookie Club troops Page 47 Appendix A Troop Cookie Ordering Methods on Troop Level Ordering by Individual Girls As we set up eBudde to enable per girl ordering we ll include these instructions although troops are directed to enter their Starting Inventory Order in as OTHER In 2016 OTHER only may be the only option available as our discretion Click on the init order tab located on the right side of your screen Troop 6073 Initial Order Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reports Save as often as you like but Submit to your SU only Once Girl C GOC SvSm Tre D S D Sam RRR Tags TMint T GOC Total F_GOC Becky H 8 200 200 200 200 200
19. 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 Page 24 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 If you want to designate that this contact is a primary contact check the box Primary contacts can be emailed separately on email blasts and will show up on reports that include a primary contact Add to all seasons Allows you to give the contact access to the troop records for previous seasons Remove a contact You may remove service unit contacts NOTE Do not remove yourself from the current list of service unit managers ONLY If you do you will no longer have access to the system Left click the Update button to save the changes Left click the Cancel button to lea
20. b com First Name Becky Phone Last Name Harrigan Cell Address 3 Cookie Lane Address City Louisville State KY Zip 40216 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 Sb 5 5 44 with new features and functions to make the 2014 15 Cookie Sale Season a success O Budde Member Log In IM Your username email address and password designate your level of access to eBudde If you have not been given a username and password 4 i TITO mor contact your council or volunteer product sales i Jit a I NM vt c an TU B ERR Q7 BAM XTMT Ii you are an existing user and wish to update your contact z info or change your email address and or password please fh hey if i fill in the boxes above and click here If you have forgotten your password fill in the email field N ew users and click here access the el other than tt 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 mandatory Once you have entered in all the information click the Submit button or press Enter You will then enter the eB
21. 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 Dashboard Contacts Settings Girls kit Order Deireery Gii Orders Booth Ses Use the form below to fil out your final reward order Click on a girl id at the top to edit a girl s reward order GIRL ORDERS Becky H receives 5 incentives sizelcatalog selection done Patr receives 0 incentives TROOP ORDER BoxLevel Quantity Incentive 150 1 Beanie Cap 400 1 Doodle Pad Photo Frame 200 1 bar patch pick 1 i 200 Bar Patch 00 Bar Pateh D Global Splash Fashion Tee D YS iM 0 AS D AM Cookie Doigh 300 1 Hair Bath Towel Set for Small Panda GOC Patch fub mt Incentive Order Transactions epost CHSL Cg Sales Report Hegarty coe 4 Cancel this button returns you to the screen where you can view or fill out Submit Reward Order 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 55 Appendix C Troop Sales Report The sales report reflects all transactions for the troop in the system It i
22. ed A ed Med Aa decir ua 27 Adding OF Editing a TOOD eesse E E O 28 Special Troop CONla Seassa enea 29 PCTS MING TAG FOOD S RTT TT 32 FASS Mant Gl Troop Ojo RT Ts 33 EOE ea EE A E 34 Initial Order Page Troops placing orders eeesseeesssssse 34 DOVO T onmeetcR cr 36 UNIS AC OM MA PREMIERE 36 DEDOSIS ab fet E M 36 Navigating the Deposit Information Page ccccscccsseeeeeeeneeeseeeeeeeeaeeeneees 38 EXDOMING tre DepOSllS iudice bust x m RE ura etc e ob eb oan Ea Ra Na pun 38 ic eA T 39 BOOUN SICS IAD isce seis dese E 41 sleusdiiseqikio t 42 miselelgiccemet eran en ree nee net En CT RE rN eR cn en rey een ee nee op ane ene ery 43 Appendix A Troop Cookie Ordering Methods on Troop Level 48 Ordering by Indivielial Gil series orcs Coreen ds toedue N tus enema 48 Appendix B Troop Reward Ordering Methods on Troop and Girl Levels 51 Individual Girl Reward OFGGrE edant eth aou ons ob ena su exu 51 Appendix C Troop Sales FCO Oe susce trt Rx EEER EURN ERN NER EX RE esu Eee es unus 56 Page 2 U 9 9r dee 0 eo 10 11 12 13 14 15 16 17 What s New New security requirements include 4 selectable security questions See page 8 New recommended computer specifications on page 5 for more details Reports and imports in XLSX format Change photo on eBudde l
23. ed on the dashboard Per Girl Average This graph depicts the per girl selling average for the service unit which are the total boxes sold by troops on the initial order and service unit initial orders girl selling from the troop setting tab The goal number comes from the goals entered on the girl tab Page 17 Contacts Tab The information supplied on this screen was entered by you or set up by your council To add or remove a contact you will need to select the Settings tab Lemon Grove 673 Contact Information Contacts Contacts becky harrigan Service Unit Manager add su673 lbb com sd ca 99999 Phone Cell Gets email Active EJ To email your troops click the email Branch button The system will display a screen with instructions and email limitations Emails that you send through eBudde M will be sent to you troop contact s regular email box There is no replying of email in eBudde You can send one or more attachments with your email as long as the total size does not exceed 5 MB To ensure that your recipients receive this email you may want to inform them to specify in their email system to allow the following email address as an allowable sender do_not_reply littlebrowniebakers com NOTE If you add attachments eBudde will not send attachments via email eBudde will upload your attachments and send a link to the attachments via email to your selection The links will be active for 45 days from date sent Yo
24. ell Service Unit Checklist the service unit checklist includes items to do in eBudde but also can include council specific items Pending Troop Booth Requests Troops that have requested a local booth site will be listed here Troop Status This lists the troops in the service unit and how many packages they have ordered and if they have submitted their initial order The package count gets updated throughout the cookie sale Financial Status The financial totals for the service unit are listed here The detail for this information can be found on the Troop Sales Summary report or the individual Troop Sales Report Rewards This will list the rewards currently ordered by the troop The troop must submit the troop order for the numbers to be displayed on the dashboard Order Totals Graph Comparison graph for the service unit from last year to current date The last season numbers can be found on the service unit settings tab This season numbers come from the transaction tab for the service unit and the troops Calendar The calendar will show eBudde deadline dates and council specific dates Distance to Goal Each troop will be displayed showing the goal that they set on the troop setting tab and the cookies that they have sold In addition the service unit goal can be entered on the service unit setting tab and eBudde M will calculate the packages sold by the troops to compare against the goal and is display
25. eposits This tab is to view ACH debits council has entered Rewards The rewards tab is for service units to verify troop reward orders and submit order to the council Booth Sites This tab will allow service units to approve troop booth site requests Reports The reports tab is for service units to print reports for cookie orders reward orders deposits and inventory transactions Page 13 Dashboard When you enter the screen the system will display the navigation tree and the dashboard The dashboard shows messages from your council staff or area manager if applicable It also will show you the current status of troop cookie orders reward orders and financials It will remind you of all the deadline dates for the current sale These dates will include eBudde deadline dates and council specific dates There is a service unit checklist that will include eBudde items and council specific items eBudde will also let you know if there are any pending troop booth requests There are also graphs on orders goals and per girl averages All of these graphs are printable using the Print Dashboard button Dashboard Contacts senp Messages Important Things You Need To Know Troops int Order Daleary Transactons Order Totals Tracking Against Previous Year Bl Initial Order E C GOC 3 Addl Orders 7000 Pkgs 5000 Last Season Curren Season 29 Sae r0 00 P 14874 077 Lemon Grove 673
26. ere as well Enter the information by clicking in the box and key in the new information Click the Submit button to save the changes If you wish to cancel the information keyed click the Cancel button Page 20 You can update a user s address and phone number information Update the information and click the Submit button If you do not want to make the changes click the Cancel button If you have access to other s contact information you will not be able to update password information or security information but you can reset their password You can give them a temporary password that is good for only 24 hours If the user does not log in within the 24 hour period you will need to assign the user another temporary password Troop 6073 Contact Information Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits Becky Harrigan Contact Information First name Be cky Home phon ef 655 555 5555 Last name Harrigan Cell phone 619 444 4444 Address 1231 Any St Receives email V Active V Address Login tp lbb com City San Diego State CA Zip 92105 Change Password To a 24 Hour Temporary One New Password Confirm New Password EZ LI Enter the password in the new password box and then enter it again in the confirm new password box Click the Submit button eBudde M will send the user an email with the temporary password information informing the user that t
27. g automation is turned on Has Sales Goal if the troop set a sales goal enter the goal in packages Level Program Age Level of the troop Proceeds no rewards If this troop has the option of not receiving reward rewards and receiving additional monetary funds click in this box Troop Contact E mail You MUST enter an email address here Cookie Per Click the box if the contact email is for the troop cookie person Active If this troop contact will be a user on the system this box must be checked Rec Email If you want the troop contact email user to received the email confirmations this box must be checked Left click Add to add the troop Left click Cancel to leave the page without adding the troop Page 31 As you add troops the system will update the navigation tree You will also be allowed to change and or delete troop information Hide Navigation Becky Manual 995 Troops Mawigate Here aneil Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Reports Ser Units Becky Manual 95 Add upto 11 Troops 9950 9951 Troops in Becky Manual Troop 9950 Troop 99514 To change troop information or remove a troop click on the Troops tab The system will list the troops currently in the system Edit The edit button allows you to change information about the troop and add new troop contacts Delete The delete button allows you to remove the troop fro
28. gation The Hide Navigation feature allows you to hide the display of the navigation tree Click the arrow to ee T SEHR toggle this feature on and off This can be helpful if OWN the form on the right that you are trying to fill out goes off the screen It will move all the information over to the left Compare the screen to the left with the one below Lemon Grove 673 Dashboard z hboard Contacts Seng Troops in Order Dettvary Transactions Deposits Rewards Booth Sates Reports Messages Important Things You Need To Know r ae Service Unit Checklist x Add Update Troops Submit Initial Cookie Order Enter Delivery Information Submit Initial Reward Order Enter Verity Transactions Submit Final Reward Onder Recommended acttulty Order Totals Tracking Against Previous Year Pending Troop Booth Requests Troop BOTS Troop Status Troop Pkgs Ordered Submitted 1 5143 yes BOTs 2901 yes BOT aa Bj na gurib 2 nao Bic na Su i na Lasaon PSP 0 DO fe 4874 07 Tony Briz Page 11 Log Out Navigation Tree Once you enter the system you will notice that the screen is divided into two sections Al Hide Navigation Navigate Here Council er Units Se Ede Te Pu Decr v Manus Lond The navigation tree will start with your service unit name and number As you create your troops this tree will expand to list all your troops a Hide Navigation Navigate Here Council Ser Uni
29. h Safari 2 0 4 and higher and Firefox 13 0 and higher Chrome Approved computer specifications Hecommended 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 xlsx 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 The eBudde system can also print in Adobe PDF format To download Adobe Acrobat use the following web address http get adobe com reader eBudde has scheduled time outs at 2 hours of inactivity eBudde will close out your session logging you out if you have been inactive in the system for 2 hours Effective January 1 2015 eBudde will be updated to work on Apple iPads and Microsoft Surface devices Page 4 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
30. he must log in within 24 hours If you do not want to create a temporary password click the Cancel button Page 21 Settings Tab The settings tab allows for adding new service unit level users changing default service unit settings creating eBudde messages for troops on the dashboard entering last year s data for the dashboard comparison graph settings for Becky 973 Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports Edit Settings Edit Message Settings Name Becky Humber 973 Allow Troop Data Entry yes Enter Orders at Girl Level yes Data Points From the Previous Sale Initial Order Pkgs Unknown Addl Order Pkgs Unknown Service Unit Managers subeckyelbb com Gets email Active This information was set by your council but you can make some changes appropriate to your service unit You may be allowed to change the settings for allowing troop data entry and girl entry level data entry and your previous year s sales data You can also add additional contacts for your service unit In addition you can create a message that troops will see when they log into eBudde Edit Settings To update this information left click the Edit Settings button The system will display the following screen Page 22 Dashboard Contacts Settings Name Lemon Grove Allow troop data entry Goal pkgs Initial Order Pkgs 96 override Charity PKgs
31. ir 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 fhe Coss Seng Girt Wut Ond eberry Gii Orders feoth Sirs Tranaacthaes Aaa Decem G C Org Snes Erport Reports Get Aaah Avery axes eek 211 Haw Level lar emn e 106 Package Level perk t LJ 06 Costas Gowen Pig FIO Conky Doug Thinh P arte ten Pan xc Pencil Cane Package nies rires C iba Thar Ei ipon Faith Vial Fare Pate Ege Geb Aba E Fiu Basen pak B I Hax Level luc eee 156 1M Packie Lec pork 1 LJ 445 Cocks Gian Page Thar ari tegen Pax 45 Cache Dong Ci Gheis Travel Bas Package Ther dete ip ation latch Vial Fabric Peace Fuga tee Period Caesa Garita Travel ag Page 53 Once you have updated all the girl rewards and submitted eBudde will show that the selections were completed Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Use the form below to fill out your final reward order Click on a gin id at the top to edit a girl s 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 6 rewards size catalog selection done Troop 6073a Final Reward Order Booth Sites Transactions Rewards Deposits Once all the girl reward orders have
32. ked Data Points from the Previous Year Sales You can view only Initial Order Pkgs The number of packages that were ordered last year at initial order time by the service unit and or troops Addl Order Pkgs The number of packages that were picked up after the initial order was received by the service unit and or troops Charity Pkgs optional The number of packages last year that were sold as part of a council sponsored Gift of Caring program Service Unit Managers this can be used to add another service unit contact as a service unit manager You can specify if the user will be receiving appropriate emails and if the user will be able to access the system Service Unit Cookie Chairs this can be used to add another service unit contact as a cookie chair You can specify if the user will be receiving appropriate emails and if the user will be able to access the system Service Unit View Only Users this can be used to add another contact to the service unit that can only see the screens and print reports This user cannot make any changes in the system Service Unit Booth Site Approvers This can be used to add another contact to the service unit that can only use the booth site tab and report tab They will be able to see troop level booth site tab as well This user will be allowed to approve troop booth requests for a local booth site Remove You can remove users by clicking the remove Box next to the email
33. kie Club Reports k Girl Goals Exportable EX J PDF Troop PGA Q Exportable XLSX Initial Order Report This report list all troop initial cookie orders by variety The report can be printed in either cases or packages Girl Order Tab This report prints each troop s girl order tab in detail It will list all the transactions per girl per troop Girl Order Tab Summary This report prints each troop girl order tab in summary view It will list each girl and her total orders Booth Sales Report This report lists all the troop initial orders that have ordered cookies for booth sales on the troop worksheet The report can be printed in either cases or packages Troop Pickup Sheets These sheets can be printed one of two ways If you check the pre printed form it will print quantities of cookies for each troop that will need to be printed on a form supplied by your council If you do not check the box the system will print the entire form in color must have a color printer for you Troop Delivery Assignments This lists all the troops and their delivery station selection including site time and line if applicable Blank Troop Pickup Sheet This will print a pickup sheet with no information on it You can use this report as a fill in pickup sheet Troop Delivery Confirmation Prints the delivery confirmation form in mass that is available on the troop delivery tab Troop Rewards Summary This report allows you to pri
34. l bar located to the right of the deposit page sorting You can sort the deposits in any order that will be show you the deposits in that particular order WV Sort from smaller or earliest to larger or latest A Sort from larger or 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 Exporting the Deposits Click the Export button to export the deposits The system will display a screen and instruction you to click File Save As to save the deposits Page 38 Rewards Tab Reward orders are entered at the girl or troop level The service unit role is to monitor the entry of reward orders and submit the order to the council Your council may or may not designate that your council will have an initial order Lemon Grove 673 Rewards Order Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports Order Type Initial Final Review Rewards Order To submit your rewards order to the council follow these recommended steps 1 REVIEW your rewards order by using the button at right to launch the rewards report 2 MAKE CH
35. little browne oo C Budde Service Unit User Manual GSGLA Edition January 24 2015 https eBudde littlebrownie com Table of Contents Table or GOMEN asmenea ves Usa Ves Mad RU ER WRES EVE Ud RN UE 2 WALS NOW A ee RR UM 3 Computer Specifications Information ccccecccseececeeeeeeeeeeeeaeeeesaeeeesseeesaeeeeeaeees 4 Navigating the SY STC TI scooddires oto dvedodocduncodeddenio tod dero d oodundoteddenoteddenio dec dense testes cedet 5 OY SUSI NCCC SS caeco sce deest seed eae east dude RE RUE MEE EE 6 EOGI ONN AUO eis miners Merete ern T E 7 New Security Regui Mento nearen text e es etu nea ER SERE EUER HIR E EO HER ETS Ceu EUE 7 Contact Inrormatlob P aOe e s oct soc doctos a emm tUe Es mec UC Ea MED KD M D E EDUC Eae 8 FOrdotien PasSWOTG susecsgevidavsdewsved suavi NEO d cuiua Ua owe Du uva a Seb EU ga 9 NCTM sis mr DE EE PP 11 NVG UON WP B iuscdtsudut iens auiem dapasuscdadodacdun odes d uicta denufcncdaded en ied ufa cu dapeda UU UN 12 SEIWICE Unit TaD ses sensi E 13 Bye Sia eye fe Rareeceea seen metn ee etre er mencne A A e D 14 GewtistMl o T 18 STINGS Tab assai dou tut o dE do ud M e EE 22 EIL S OLLIFIOS osossesaus vincas nti monu dide A dcus otisc eris La DE eee 22 EGIl WESSAOCS varise N sdeVstu00Eeq aod E Ts Ou id euo d uU Ede Uc V2U2 eU d uP Ua yee t sU MVP Ua 26 Edi Calendar E VENIS sismis tub en ocu eS ade eoa c taceo tue toa nau eaux ed sot OC 26 WEFOODS desacuerdo H
36. m the system Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Reports Add a Troop Add upto 11 Troops 9950 Delete 9951 Delete Microsoft Internet Explorer A 9 Delete Troop 99507 L J Are vou sure Page 32 Left click the Delete button The eBudde system will confirm that you want to delete the troop Left click the OK button to delete the troop Left click the Cancel button if you do not wish to delete the troop Un submitting Troop Orders Troops will submit their cookie and reward orders You as a service unit can un Submit one or more troop orders for cookies and rewards When a troop submits an order of any kind the appropriate un submit button will appear in the troop row The example below shows that the troop submitted their cookie order but not any reward orders To un submit a troop order find the troop click the appropriate un submit button The system will display messaging that the troop s order has been unsubmitted Keep in mind that deadline dates are still in effect So if you un submit an order after the deadline date for the troop to submit the order the troop will not be able to re submit Also once you submit orders to council area the un submit button will no longer be available CAUTION The troop s order must be re submitted prior to deadline dates to be included in orders to the bakery LIinzubmit All Cookie Orders Unsubmit AI Init Inc
37. na B 0 0 0 0 0 0 0 0 0 0 0 OTHER LT 0 0 0 0 0 0 0 os oo NA TNA 0 0 0 0 0 0 0 LT 0 TNA D o D D D D o 0 Ej museum 52 214 228 207 240 208 250 232 5 1636 5 mee 18 19 18 20 18 21 20 134 Other Extras Charity nme 2 0 9 0 8 2 8 5 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 the 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 Submit Order This button is used to submit a tr
38. ncludes the initial order any additional orders deposits and the calculation for troop profit council monies and balance due All Gift of Caring numbers will be pulled from the Girl Order tab No data entry will be necessary on the Troop Sales Report Council sponsored Gift of Caring will be displayed under Packages Received Troop Gift of Caring boxes will be displayed on the right under PGA Registered Troop 6073 Sales Report Dashboard Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions Rewards Deposits GOC Org Sales Report Reporta Council Becky Testing Council Troop 6073 Sales Report dd Girls Selling 2 Girls Reg 3 email zzri aa com Init Girls Sellg 2 dum Level DAISY SU Name Becky m SU Number 9999 xxy Sales Goal 500 l PGA Selling 164 5000 SAA idcpEE PGA Registered 109 6667 Cel Initial PGA 158 5000 F_GOC Pkgs 0 T_GOC Pkgs 13 Coniget s s info has hot been updated email bsur vieelbb com Phone Cell Pkg price 3 50 Case price 42 00 Trp Proceeds Rate 0 550 No Incv Proceeds 0 000 Tiered Rate 0 050 Tiered Proceeds 15 45 Bank Name nifcu Pkgs Recerved Deposits Made Initial Order 300 Date Reference Amount 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 354 10 Signature rage o6
39. nsactions Rewards Depots GOC Org Sales Report Reports Boxes sold 564 Box Level Incentive 150 Beanie Cap 400 Doodle Pad Photo Frame 200 barpatch pick 1 200 Bar Patch C 400 Bar Patch C Global Splash Fashion Tee O vs O vM O as O AM Cookie Dough 300 Hair Bath Towel Set for Small Panda 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 Page 52 Troop 6073 Final Rewards Order Dashboad Contacts Settings Girls Init Order Delivery Girl Orders Booth Sites Transactions REewands Deposits GOC Org Sales Report Reports Warning Dont forget to submit your troop order if it s now ready Use the form below to fill out your final reward order Click on a girl id at the top to edit a gins reward order GIRL ORDERS EI All Cindy Ww recemwes B rewards siteicatalog selection dang Pati recemes 2 rewards siericatalog 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 the
40. nt a reward summary for either the initial reward order or the final reward order Girl Rewards Summary this report prints the reward summary showing every girl in the troop and the troop totals Troop Signup Detail This report show the troops in the service unit that have signed up for council booth sites Troop Signup Recap This report lists all the troops in the service unit and their total number of signups Page 45 Troop Booth Requests This report shows the requests that troops have made for booth sites not on the council site list Available Booth Sales This report shows all the booth slots that have not been taken Troop Deposits This report will list all ACH debits recorded by Council for your service unit It will give you the option for filtering what is on the report For all transactions leave the boxes blank and left click the Run Report button Date To print using the date filter you need to enter a date in one or both boxes after the date label You also need to format the date as mm dd yy Left click the Run Report button to print the records specified Range of Dates enter in first box the starting date enter in second box the ending date This will be an inclusive range displaying all deposits between those two dates and including those two dates One Date enter the date in the first box and enter it again in the second box This will display all the deposits for that day Starting Date to Las
41. ogin page to reflect new packaging To use the new logo wording for eBudde that includes the trademark otart and deadline dates for service unit area users to update girl order tab Volunteer Data Entry Ending to occur in stages by having start and deadline dates per user groups troop service units area otart and end date for troop transactions and delivery date options scheduled for January 1 2015 Update eBudde for Apple and Microsoft devices ocheduled for January 1 2015 Cupboard Keeper App Allow for adding transaction through the app Allow transactions by service units to be part of the app oend a reminder email to troops three days before their booth site sale occurs Add color coding to booth site list on troop level to indicated recorded sales On the transaction tab the contact information label Optional is removed and logged in user information is pre populated in that box Girl T shirt size and goal fields always open for data entry Booth Sale Recorder Button on the Girl Order Tab Service unit contact information on Troop Dashboard Transaction tabs screen display movement includes pages and scrolling within the page Page 3 Computer Specifications Information 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 13 0 and higher Chrome Macintos
42. oop 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 Please go to your Delivery Tab to specify your delivery options contact your service unit cookie manager Page 50 Appendix B Troop Reward Ordering Methods on Troop and Girl Levels As a service unit your council may require you to enter troop orders using the troop rewards tab or by individual girl You will be directed by your council as to the method you are supposed to use GSGLA is using the by individual girl method Individual Girl Reward Order The eBudde system automatically will calculate the girl orders based on their 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 amp 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 ug 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
43. rified click the button This will send your verified rewards order to council The system will verify that you want to submit your order Once you have submitted your order you Will not be able to make any changes only council will Page 39 Microsoft Internet Explorer o ok oce Page 40 Booth Sites Tab The booth sites tab is an optional tab that councils will provide for service units to be able to approve troop requests for booth sites that are not council sites You can also approve on the troop level however this allows you to view all your troop requests lf there are no booth sites to approve deny the following message will be displayed Becky 973 Booth Sales Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports You don t have any ttems to approve Bulk Approval of Troop Booth Sales lf you have requests to approve deny the screen will display as follows Emerald Valley 6733 Booth Sales Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports Bulk Approval of Troop Booth Sales me Troop Business Name Date and Status Submitted Address Time Requested Reason for Denial Approval Troon 57353 Beck s Pizza Parlor Thu Mar 10 2011 pending w Mar7 2011 at D7 DBPM P 12345 Any St San Diego CA 92105 05 00 pm 08 00 pm You can approve deny make pending by using the drop down box You
44. stion option click the Get Questions next to the email address Answer the two security questions enter in a password in the password box and re enter the same password in the confirm password box Click the Submit button eBudde will tell you that you password is now changed Click the Back to Login Page to login with this password 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 Email jemail lbb com Submit a c password was email to you at eckyc com and emailed to you OR OK Enter your email address and click to load your security question Then answer the questions and select a new password Question 1 Question 2 Password Confirm Password Ed Back To Login Page Page 10 Menu Bar Mariala Linke Brownie com Cooke Club 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 for 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 Navi
45. t Date Keyed enter the starting date in the first box leave the second box blank All Dates to a Specific Ending Date leave the first box blank enter the ending Date in the second box Troop To print using the troop number filter you need to enter a troop number in one or both boxes after the troop label Left click the Run Report button to print the records specified Range of Troops enter in first box the starting troop number enter in second box the ending troop number This will be an inclusive range displaying all deposits between those two troops and including those two troops One Troop enter the troop number in the first box and enter it again in the second box This will display all the deposits for that troop Starting Troop to Last Troop Keyed enter the starting troop number in the first box leave the second box blank All Troops to a Specific Ending Troop leave the first box blank enter the ending troop number in the second box Date and Troop Number You can use the combinations listed above to specify deposits by date and or by troop number Troop Proceeds Summary This report will detail by troop the cookie initial orders transfers final orders girls registered girls selling per girl averages total sales troop proceeds deposits and balance dues This report can be viewed in packages or cases by clicking the appropriate radial button You can also filter this report to show only troops who are due
46. t may be available Troop Cookie Pickup Only Users and Booth Sale Recorder Only Users If your council uses the Cupboard Keeper mobile app you may specify additional cookie pickup people which eBudde refers to as the Troop Cookie Pickup Only User 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 M This user does not have access to anything in eBudde M 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 Asa 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 Troop Leaders and Cookie Chairs should NOT add yourselves to this user type This user can ONLY sign for cookies recemed at a cupboard Active CL Receives email First name Last name Primary LJ Add to all seasons If your council used 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
47. ting or simple data dumps See example below of the service unit recap Emerald Valley 6733 Service Unit Recap Pkgs Valley Council Jul 28 2011 at 08 48AM Initial Orders Lemon Thank You Chalet Dulce de Berry Munch Tagalongs Thin Mints Total Additional Orders Lemon Thank You Chalet Dulce de Berry Munch rpi amp Ll Cremes Trefoils Do 5i Dos Samoas Leche tr p j ETITA i 0 0 trop 67333 240 240 240 40 240 240 M0 240 1980 troop ETIH a 0 0 0 troop L brad D 0 D o 0 5 Bria 0 Tatals 240 240 240 740 740 240 3 240 980 Emerald Valley 6733 Service Unit Recap Pkgs Valley Council Jul 28 2011 at 09 49AM g in SIO Lemon V o Chalet Dulce de 2 Trp SU InitAdd Cremes Trefoils Do Si Dos Samoas Leche 2 D I troop 67331 initial 600 12 12 12 0 ta troop 67332 initial 12 12 12 12 12 j troop 67333 initial 96 84 96 120 72 troop 67334 initial 216 300 912 288 1152 troop 67335 initial 84 84 84 84 84 su 6733 initial 0 0 0 0 0 troop 67331 additional 0 0 0 0 0 troop 67332 additional 0 0 0 0 0 troop 67333 additional 240 240 240 240 240 troop 67334 additional 0 0 0 0 0 troop 67335 additional 0 0 0 0 0 su 6733 additional 0 0 0 0 0 Totals 1248 732 1356 756 1560 Page 43 Lemon Grove 673 Reports Initial Cookie Order Reports A 3 ia Initial Order Report Pea PDF Girl Order Tab exportable PDF Girl Order
48. tons will be removed To Add a Troop Left click the Add a Troop button displayed on the page The following page will be displayed on the page Page 27 Adding or Editing a Troop Add Edit Troop in Lemon Grove 673 Dashboard Contacts Sefings Troops ini Order Daireary Transar amp ons Deposits Rewards Booth sies Reports Settings Number 52735 Girls Registered w amp Girls Selling w Troop Goal pkgs ar Level Junior Opt out of rewards for additional profit You will receive rewards Bank name Bank routing number w Bank Account No Troop Leaders y Add a new troop leader Active W E mail rewiesaerzibpn com W Receives email First name Last name E Primany Add to all seasons Troop Cookie Chairs ot Add a new troop cookie chair Active v Email IV Receives email First name Last name IE Primary Add to all sessons Troop View Only Users w Add a new troop view only user V Active E mail Receives email First name Last name E Primary Add ta all zeasonz Number enter the troop number Girls Registered number of girls registered in the troop auto populates from Girls tab Girls Selling the number of girls selling cookies in the troop auto populates from girls with sales recorded on the Girl Orders tab Troop Goal pkgs if the troop set a sales goal enter the number in packages or O if unknown Level Program
49. ts Becky Manual 995 Troops in Becky Manual Troop 9950 Troop 9951 Page 12 Service Unit Tabs On the service unit level the following options are available using a tab method similar to file folders in a filing cabinet To access a tab click the tab name and the system will display the appropriate page Dashboard Contacts Settings Troops Init Onder Delivery Transactions Deposits Rewards Booth Sites Reports Dashboard The dashboard gives you an up to minute snapshot of your troop s orders goals financials and per girl averages Contacts The contacts tab is used to view the service unit level users name personal information email and passwords Settings The settings tab will allow a service unit to specify how the data will be entered for the service unit and to add additional service unit level users Troops The troops tab is for adding changing and or deleting troops Init Order The Init Order tab is to verify troop cookie initial orders starting inventory orders and submitting the troop service unit order to the council This tab is also used for service units using the Fast Order Entry which allows create troop totaled orders Delivery The delivery tab is used by service units to select their service unit delivery station if applicable Transactions This tab is to move cookies from the service unit to the troops if applicable The service unit then can see their inventory for cookies D
50. u can now designate if you want to email just those contacts labeled as Primary contacts you can check the box under Primary Only and eBudde will only email to those contacts See page 19 on creating users as Primary contacts Page 18 Branch Email Lemon Grove 673 Dashboard Contacts Settings Troops Init Order Delivery Transactions Deposits Rewards Booth Sites Reports Branch E mail Calling all cookie communicators Please help us keep the eBudde system humming by using the best tool far the communication jab 13 Far basic information such as policies and procedures pastfiles an your council s section of the VIP eTraining system Volunteers can access them again and again without bogging down the system 2 Far alerts and timely reminders use eBudde s in system messaging Wow you can Upload your file and the link will he sent ta recipients The attachment link will expire 45 days fram the day of upload Remembher Branch email is provided as a convenience to broadcast information ta your branch af the council Unlike the Matices system email messages will only qa aut ance per send Recipients will not be able to reply to this email When you use the besttanl far the communication job you help keep eBudde quick and lively far everyone Thanks Subject Message Send Email To Primary Only max 5MB Troop Leaders Attachment Browse Troop Cookie Chairs d Troop Cookie Pickup Only Users d Troop Booth Recorder Only
51. udde system Forgotten Password A forgotten password does not require a phone call Welcome to eBudde Sb 5 5 44 with new features and functions to make the 2014 15 Cookie Sale Season a success Member Lo O Budde Your username email address and password designate a your level of access to eBudde um 4 l If you have not been given a username and password fh qi please contact your council or volunteer product sales fel ill A M Anci E wit Bae nn ET i in E PA 18 a wi i i m Pies vx manager lf you are an existing user and wish to update your contact i info or change your email address and or password please n j ien E 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 9 Users can now reset their own passwords Click the link click here under the fourth bullet point eBudde will offer you two ways to reset your password You either can have a temporary password sent to you or you can answer your security questions to reset your password To get a temporary password emailed to you click the Submit button next to option 1 To use the security que
52. ve the page without saving the changes Page 25 Edit Messages You can also create messages for troops to see on their dashboard when they log in Click the Edit Messages button to create the message Lemon Grove 673 Notices Settings pops Jrde Mel veeny inzactiorns Jepaosit Rewards Lemon Grove 673 Notification messages are just that Branch wide notifications For example An SU s notification would qo to that SU s Troops while a Council s Troop notification would go to the entire Council s Troops They remain in place until removed For one time specific messages to a branch choose e mail Branch button on the Contacts page For individual emails simply click on a contact on the Contacts page Message To Troops IMPORTANT Please be sure to enter the number of registered girls This is used for ya mI Enter your message to the troops Click Update Notice s to activate the message Click Cancel to cancel any changes you made to this screen NOTE If you do not want a message to be displayed you can delete the contents of the message and click update notices and a blank message will show on the troop s dashboard Edit Calendar Events You can also Edit Calendar Events Click the Edit Calendar Events button The following screen will be displayed The eBudde calendar items are not changeable However you can add service unit specific items Becky 99999 Calendar Events Date Eu Event Title Delete Jul 18 20
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