Popcorn System.

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Presentation transcript:

Popcorn System

Popcorn system unit leaders Log into Popcorn System at Scouting.Trails-End.com *New: Each user will be emailed a Username and instructions to reset their password Unit Functions: Place Unit Order – Show N Sell Place a Unit Order – Take Order Manage Scouts Place Scout Orders Edit Unit Order Track Scout Sales

Popcorn system unit leaders Placing a Unit Order No Scout Orders (Show and Sell)

Popcorn system Placing a Unit Order – No Scout Orders (Show and Sell) Click the Unit Orders tab Click the New Unit Order button to open the ordering screen Fall 2016

Popcorn system Placing a Unit Order – No Scout Orders (Show and Sell) To populate the ordering fields, select the appropriate Selling Campaign and Order (Delivery) from the dropdown menus

Popcorn system Placing a Unit Order – No Scout Orders (Show and Sell) Using the Order Adj (Order Adjustment) column, enter the quantity of cases (or cases & containers in some cases) next to each product. The Council Order field will reflect the final order quantity placed to your Council for order. Click Save to save the amounts, or Submit to send the order to your Council for approval CS: Case CT: Container QTY Interval: Containers per Case

Popcorn system unit leaders Placing a Unit Order Scout Orders (Take Order)

Popcorn system Placing a Unit Order – Scout Orders (Take Order) For the Take Order, some Councils may require unit leaders to enter the amount of each product sold for each selling Scout in their unit. Scouts can be entered into the Trail’s End system two ways: Scouts register an account at Trails-End.com and choose your unit to support. Unit Leader creates a new Scout for the Scouts that do not have a registered account.

Popcorn system scout management Click on the Scouts tab Scouts with registered online selling accounts affiliated with your unit will already be in the Scout list To create a new Scout, click the New Scout button, and enter the Scout’s first and last name Use the edit and delete buttons to maintain your Scout list

Popcorn system enter scout orders Click the New Order button next to the Scout you want to open the New Scout Order screen

Popcorn system enter scout orders Using the dropdown menus, select a campaign and a delivery (order) to display the Scout ordering form Enter the quantity of containers sold of each item by the Scout Click Save

Popcorn system view scout orders To view Scout Orders, click the Scout Orders tab From the dropdown menu, select the campaign for which you want to view Scout Orders All saved Scout Orders will be listed Fall 2016

Popcorn system Placing a Unit Order – Scout Orders (Take Order) Once you have saved all of your Scouts’ orders, click the Unit Orders tab Click the New Unit Order Button to open the Unit Ordering Screen Fall 2016

Popcorn system Placing a Unit Order – Scout Orders (Take Order) Using the dropdown menus, select the campaign and the delivery (order) to display the ordering fields.

Popcorn system Placing a Unit Order – Scout Orders (Take Order) The total need column will aggregate the quantity of all your Scout Orders Enter a positive or negative integer in the Order Adj to adjust the order to your Council (reduce order quantity for on hand inventory) Click Save to save the amounts, or Submit to send the order to your Council for approval CS: Case CT: Container QTY Interval: Containers per Case

Popcorn system edit a unit order Click the Unit Orders tab Using the dropdown menu, select a campaign to display your created Unit Orders Click the magnifying glass next to the unit order you wish to edit Fall 2016

Popcorn system Scout sales tracking Click the Scout Orders tab Click the Scout Tracking button to open the Scout Sales Tracking page Fall 2016

Popcorn system Scout sales tracking Using the dropdown menu, select a campaign Orders that do not require Scout Orders will have editable boxes to type in a sales dollar amount Orders that require Scout Orders are hyperlinked to enter or edit Scout Orders. Once a Scout order is saved, retail dollar amount of the Scout order will be displayed The retail amount of a Scout’s online sales will be displayed (for registered Scouts only) The Total column will display the total retail value of a Scouts total sales over all orders