Trail s End Popcorn System for Unit Leaders

Transcription

1 Trail s End Popcorn System for Unit Leaders

2 Is it hard? How does it work? 1. Log In 2. Add your Scout List (optional but good!) 3. Approve Scout Orders (also optional) 4. Enter Unit Order 5. Submit to Council Easy. You can also view your Unit commissions, order Trail s End prizes and see a variety of information for your Unit in reports available in the Popcorn System!

3 The first time you log in 1. Go to and Click the LEADERS Tab. 2. Click the Popcorn System link to log in with the Username and Password given by your Council, District or existing Unit Administrator. 3. The first time you log in, confirm your address and create your new password. 4. Answer the Confirmation and you re on your way! (If you have trouble getting the confirmation , check spam filters.)

4 Create a Scout list Why? 1. Record Scout sales and progress toward goals 2. Create Scouts logins for the Trail s End Popcorn System for SCOUTS 3. Orderforms appear online for Scouts (If Council selects this option for Units to use) 4. Packing slips for each Scout s order (if Scout orderforms are used) 5. Scout Accounts Receivable reports (if Scout orderforms are used) 6. Key codes for transfers and orders (if your Council participates in this program)

5 Create your Scout list 1. Click Scouts from the Popcorn System Menu Bar 2. Click Edit Scouts to add to or make changes to your Scout list As you save the Scouts first names and last initials, the Popcorn System generates Usernames, Passwords, and Key Codes automatically for each Scout! 3. The Scout Indicator Checkbox The column heading will tell you which Scouts to check

6 Sales credit for your Scouts If you have Scout Order Forms give your Scouts credit for Sales by entering their orders online. If you see Allocation Boxes (instead of order form links) enter the total dollar amount of Scouts retail sales. sales only count toward prize goals if your Council is able and allows them to be added to sales totals. Entries on Order forms and in Allocation Boxes give Scouts credit toward goals and prizes! Using Allocation boxes or Orderforms is a selection made by your Council

7 If you are using Scout Order Forms 1. Approve all filled order lines on all of your Scout order forms. Any unapproved lines that are filled with order selections will prevent submission of your Unit popcorn Order. 2. Total lines from Scout orderforms may be entered on the order form lines, to save time and effort. You do not have to enter every customer s order detail to give Scouts credit. 3. Make sure you save your changes! 4. Approved Scout orders automatically begin adding to your Unit order page as total Scout Need.

8 Submitting your Unit s Popcorn order to your Council 1. When you have approved all Scout orders (if you are using Scout orderforms in the Popcorn System), 2. Go to your Unit popcorn order screen to enter the order, or make adjustments. Orders menu bar option, Click on the Order you wish to place from the resulting list of options Add or subtract in the Order Adjustment column to make the Actual Order to Council column what you need 3. When your order is ready, click the Submit to Council button to send your Unit order to your Council. Order approval will be done by them. 4. You can continue making adjustments to your Unit Order until your Council submits a total Council order with Trail s End. 5. Once you have submitted a Unit order to Council, adjustments to Scout orderforms no longer change Unit orderform totals.

9 A closer look at the Unit Order screen 1. What your Scouts need appears in the first column, only if you are using the Scout orderforms in the Popcorn System. 2. Enter, add or subtract quantities as needed, accounting for inventory you have from previous orders, or extra product you would like to add to your order. 3. Save your work to finish later 4. Or, Submit to Council if the order is complete.

10 Reports for Unit Leaders (this list may change with system updates)

11 There is Help if you need it 1. Click the HELP menu bar option Task specific help documents in html or *.pdf formats Full Popcorn System manual for Unit Leaders in *.pdf format PowerPoint presentations to help you learn and use for meetings 2. Or, to the helpdesk with your question or problem