Entering a Troop to Girl Transfer Order

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Presentation transcript:

Welcome to the ABC Bakers webinar on How to Enter a Troop to Girl Transfer Order.

Entering a Troop to Girl Transfer Order Troop to Girl transfers are used to transfer cookie inventory from the Troop inventory to a Girl. The transfer removes the inventory from the Troop, and credits the Girls inventory. The Girl also assumes financial responsibility for the packages transferred to her (with the exception of cookie booth sale related transfers). Entering transfer orders in a timely manner is critical for insuring that Inventory accuracy is maintained. Girls and parents can see an accurate accounting of the number of packages credited to the Girl, the amount of money she owes the Troop for cookies and the Girl’s progress toward her goal. Council product sales teams rely on accurate Troop inventory throughout the cookie sale to insure that cupboards are stocked appropriately and to minimize leftover product. Recognition order accuracy is dependent upon all Troop to Girl transfers being entered accurately. Lets get started.

www.abcsmartcookies.com Once logged on, on the main dashboard, hover over the Orders tab, click on Transfer Order.

Selecting Type of Transfer Type of Transfer: Select the Troop to Girl option from the drop down menu. The menu also shows these options: Girl to Girl, Girl to Troop, Troop to Troop As a Troop User, the Service Unit and Troop number will already be pre-populated in the selection screen Click on which girl in the Troop will receive the transfer or you can search by the Girl’s name in the Girl search field Click the “Reset” arrow on the far right to reset your filters if necessary Once filters are set, Click Apply.

Entering Transfer in Package Quantity Two types of transfers can be entered on this page: “Packages” and “Booth Packages” NOTE: we strongly recommend that you use the Smart Booth Divider to enter all Booth sales data and credit Girls accordingly. The Smart Booth Divider is an easy way to distribute booth sale credit to multiple girls quickly and evenly. Use of the Smart Booth Divider also helps Council build a booth library that can provide important data related to booth sale activity that can be used to help Troops prepare for future booth sales appropriately. In the Package column, enter the number of packages being transferred to the girl by variety to fulfill her Girl delivery orders or for door to door sales. The Girl will assume financial responsibility for these packages and the total transferred will be included in her total sales number for recognition calculation. If you elect not to use the Smart Booth Divider to distribute booth sale credit to Girls, the “Booth Packages” column can be used to give credit to girls for packages sold at booth sales. The girl will receive package credit towards her recognitions, but she does not assume financial responsibility for booth sales since the money is typically collected by the Troop at the time of the sale. In the Booth Packages column, enter in the amount of booth packages to transfer to each Girl in package quantities for each variety needed. Enter any “Order Notes” if needed Click Save

Confirmation of Transfer Order Once the transfer is saved, click Print Receipt at the bottom of the page to see a printable confirmation page containing the following information: Date and Time of Transfer Type of Transfer Where the transfer came “From” and where its going “To” The amount of each variety transferred in the variety section Click Print to create a hardcopy of the transfer You will see the option to “Delete Order”, “Go To Manage Orders” to view it or “Make Another Transfer” to Transfer more cookies. Note that the numbers of packages of each variety that you have transferred to the Girl have been removed from the Troop inventory and credited to the Girl’s inventory Financial responsibility of the non-booth packages transferred is now credited to the Girl (see the Girl Balance Summary report) Troop to Girl transfers are indicated on the Manage Orders page with the order type of T2G