Welcome to the ABC Bakers webinar on Entering a Planned Order Welcome to the ABC Bakers webinar on Entering a Planned Order. Abcsmartcookies.com is the business center website for all girls and volunteers to manage and monitor their accounts throughout the cookie season.

Smart Cookies – Entering a Planned Order The Planned order process allows Troops to place orders ahead of scheduled Cupboard pick up days, so they can obtain additional cookies for Girl sales and booth events. Placing a planned order allows your Council to stock cupboards appropriately with all product needed to fill orders. Let’s get started.

www.abcsmartcookies.com Once Log on to www.abcsmartcookies.com Hover over the Orders tab and click on Planned Order

Planned Order – Pick a Cupboard The Planned Order screen shows the Troop number, Troop contact information and the list of Cupboards available to the Troop Choose the Cupboard by clicking on and highlighting it, then click continue.

Planned Order – Set up Delivery and Quantity of Order Once the Cupboard is chosen and you want to pick a different Cupboard location from the previous screen, Click edit and select again. After you have selected the Cupboard, a list of dates will appear indicating which days the Cupboard is available for pick ups. Select a date and click continue. You will then see time slots available for the date that was selected. Select a time that suits your schedule. Click save. Once saved, the cupboard, date and time selections will have an edit button appear under each category to edit those selections if needed. The planned order grid will be shown below listing all varieties on the left and the Unit of Measure on the far right. Your Council will determine the unit of measure that you will enter your planned orders which will be listed as either cases or packages to the right of the order grid. Check the Unit of measure before entering the quantiles of each cookie variety needed. Place any Order Notes for future reference Click Save

Planned Order – Confirmation of Order Placed After the order is saved, a confirmation message will appear and the planned order number will be shown at the top of the page To delete the order, click delete at the bottom and a delete confirmation message will appear and you would click continue OR you can delete the order by going to the Manage Order screen where you can delete or edit the Planned order. You can edit the Planned order up until the Council designated deadline for placing planned orders for the upcoming week. Your Council will also set the number of planned orders a Troop can enter per week and when that limit has been reached, a message will appear on the planned order screen, “Cant Create Order. Maximum number of allowable planned orders is exceeded for the week.” The Planned order can be printed by clicking on Print Receipt. The receipt will provide the location, date and time selected, along with the order details. The receipt will be labeled at the top ‘Planned Order Receipt’ - Not APPROVED, indicating that the Planned order has not yet been picked up from the assigned Cupboard and the Cupboard Manager has not approved the order. Once you have picked up the Planned order from the assigned Cupboard, the Cupboard manager will approve it. It will then be converted into a Cupboard to Troop transfer and will be shown the Managed Orders screen under transfers. After the order has been converted into a C2T transfer and you click on Print receipt again, it will be labeled at the top: “Transfer Order Receipt - ‘Approved Planned Order’. An email confirming the transfer will be sent to the troop’s assigned email address

This concludes the PowerPoint on Entering a Planned Order This concludes the PowerPoint on Entering a Planned Order. If more information is needed, please contact your Service Unit Cookie Chair or Council member. Thank you