Each user is given access based on their needs. This is determined by council. When you “Log In” you will be given access only to what you need to. Service Unit users will have access to their service unit information and all of their troop’s information

First time user Change password and enter personal information

Navigating the System Navigation Tree Entry Form Tabs Navigation Tree – Displays Service Unit name and Troop Numbers. Entry Form Tabs – Tabs are selected for you to perform the actions needed. The tabs display forms for troops are different than for the service unit

Service Unit Contact Information NEW

Service Unit Settings

Service Units will add Troops Add a Troop – allows you to enter troop data one troop at a time. Add up to 11 Troops – allows you to enter 11 troops at a time. NOTE: You may hit either one of these buttons as many times as needed.

Troop Information is entered by the Service Unit Updating can be done by Service Unit

Service Units enter in each Troop’s cookie order Click the troop line Double-Click the entry line

Service Unit Submit Order to Council

Service Unit assigns Troop Pickup Times

Delivery Information Delivery Station = Service Unit

Delivery Information Troop Choices

Troop Incentive Order (Service Units Must Submit The Incentive Order individually by troop)

Troop-to-Troop Transactions Click button to enter transaction

Troop-to-Troop Transactions Product Transaction Form

Troop Transactions

Troop Deposits

Troop Recap

Service Unit Recap Reports All reports download to Microsoft Excel

Service Unit Recap

Bubble/Dot/Circle Report

Award Reporting

Report Details Initial Order Report – This report list all troop initial cookie orders by variety. The report can be printed in either cases or packages. 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. 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 Awards Summary – This report allows you to print an award summary for either the initial award order or the final award order. Deposits – This report will list all deposits for your service unit. It will give you the option for filtering what is on the report. 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 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 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. 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.

Help

Manuals

Demonstration Site Web address – Login will be your as setup by your council No sent in the system. Can perform all functions in the system just like the live site. See your council for further information.