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SNAP+ Troop Training Slides

SNAP+ Troop Training slides

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Page 1: SNAP+ Troop Training slides

SNAP+ TroopTraining Slides

Page 2: SNAP+ Troop Training slides

Overview

Website:

• https://www.abcsnap.com/

Forms:

• Troop Cookie Advisor Volunteer Agreement – sign & return to Council for access to SNAP+

• NEW! Troop Bank Account Information & Authorization – sign & return to Council for ACH Sweeps (refer to Cookie Book, pages 23-24)

Dates:

• 11/24 – Troop & Girl Uploads into SNAP+ (all registered troops/girls will be added)

• 12/1 – Users who have an agreement turned into Council will receive access for the first time

Page 3: SNAP+ Troop Training slides

SNAP+ Processes• Initial Order – entry 1/15-1/19

• Troop Information• Picking Delivery Station site

• Scheduling Delivery Station appointment

• Planned Order

• Transfer Order

• Reorder – available after Initial Order deadline

• Booth Sales• Requesting Council-Organized Booth Sales (COBS)

• Enter Troop Secured Booths (uploaded to Booth Sale Locator)

Page 4: SNAP+ Troop Training slides

Initial Order Overview

• Hover over “Cookies” icon and click “Initial Order”

• A digital order card broken down by variety and listed by girl

• “Cshare” is “Cookies for a Cause” packages – Council handles delivery of cookies when entered into system

• Recommended: Save after each girl order entered – 25-minute time-out

• Entire order rounded to complete cases for delivery (except “Cshare”)• “Extra Packages for even cases” row shows detail

• Always click “Save” throughout the sale – Council will commit all orders automatically – if troops click “Commit”, SUCM or Council will need to un-commit so they can continue adding orders

Page 5: SNAP+ Troop Training slides

Initial Order (cont.)

Timer

Packages addedfor rounding

ALWAYS SAVE!!!

Page 6: SNAP+ Troop Training slides

Review/Edit Troop Information

• Hover over “My Troop” click “Edit Troop Information”

• Review all information – some of it preloaded by Council

• Select “Delivery Station” from drop-down for Town Delivery (Mega Drops) – only pertains to Initial Orders

• Enter “Bank Account” and “Bank Routing” numbers for ACH Sweeps• Submit proper form (refer to Overview slide) to Council

• Add secondary contact (if applicable)

• Click “Save” when finished

Page 7: SNAP+ Troop Training slides

Picking Delivery Station Site/Entering Bank Info

Enter Bank Numbers

Select Delivery Station

Page 8: SNAP+ Troop Training slides

Scheduling Delivery Station Appointment

• Hover over “My Troop” and “Delivery”; click “Schedule Pickup”

• On the calendar that appears, click on the day labeled with “Available Slots”

• In the window that appears, select a time (first-come, first-serve basis) you would like to pick-up by click the green ‘+’ button• Note: A time cannot be picked until AFTER the Initial Order deadline of 1/19

• A window will pop-up detailing your Initial Order; confirm it is correct and click “Ok”• If done successfully, the green ‘+’ button will now turn into two buttons (a

magnifying glass and a red ‘-’ button)

• Click “Close” when finished

Page 9: SNAP+ Troop Training slides

Planned Order Overview

• Hover over “Cookies” icon and click “Planned Order”• Select the Cupboard you would like to pickup from in the drop-down

• The addresses for every cupboard will be in SNAP+ and you can also Google map the location

• Select the Date and Time to pickup the order• The dates entered in SNAP+ are only the days the cupboard is open

• Enter the Name and Phone Number of the pick-up person in the “Order Reference” field

• Enter the amount of CASES you want of each variety (including Gluten-Free) in the “Troop Order” row

• Click “Save and Return to Manage Orders” when finished• Note: All Planned Orders need to be in SNAP+ by Sunday for the upcoming

week• Helps Cupboard Managers plan Inventory for the week to cover all orders• Contact the Cupboard in case you need an order placed during the week

Page 10: SNAP+ Troop Training slides

Planned Order (cont.)

Select Cupboard and Date/Time you would like to pick-up

Page 11: SNAP+ Troop Training slides

Transfer Order Overview

• Hover over “Cookies” icon and click “Transfer Order”

• Types of Transfers available: “Girl to Girl”, “Girl to Troop”, “Troop to Girl”, & “Troop to Troop”

• Most common transfer is “Troop to Girl” – assigns packages to girls from Planned Orders for recognitions

• Quantity vs. Booth:• Quantity – Transfers financial responsibility with packages

• Booth – Transfers packages without any financial responsibility

• Click “Save” to complete transfer and can continue with others (if needed)

Page 12: SNAP+ Troop Training slides

Transfer Order (cont.)

Optional: Can put reason for transfer

Refer to previous slide for Quantity vs. Booth explanation

Page 13: SNAP+ Troop Training slides

Reorder Overview

• Available only after the Initial Order period is complete on 1/19

• Allows you to order additional “Cookies for a Cause”/donation packages for Council to deliver

• Hover over the “Cookies” icon and click “Reorder”

• Enter the amount of packages into the girl’s name

• Click “Save” to complete the order• You can create this order as many times as necessary until the end of the sale

Page 14: SNAP+ Troop Training slides

Reorder (cont.)

For additional “Cookies for a Cause”/donation packages ONLY

Page 15: SNAP+ Troop Training slides

Booth Sales Overview• Two types of Booth Sales: Council-Organized Booth Sales (COBS) & Troop

Secured Booths• COBS – Organized by Council for troops to request and run in a one-time lottery• Troop Secured Booths – Organized by troops themselves to enter for uploading into

Cookie Booth locator for customers to find sales near them

• Hover over “Cookies” icon & “Booth Scheduler”; click either “Schedule a Booth OR Lottery Request” (for COBS) or “Troop Secured Booths”

• List of COBS will be available prior to the start of the sale• Troops will receive TEN requests to use, with the opportunity to win ONE• Request period will last from 12/1 until 12/15 noon – lottery runs on 12/16 at noon

• COBS added after the initial request period will be available on a first-come, first-serve basis (initial winners will NOT be eligible)

• Troop Secured Booths require approval by Council before being uploaded into Booth Sale locator; this is a non-issue except in the following cases:• Troop entered a COBS location as their sale (automatically rejected)• Troop entered a sale in the area of a liquor store (Council cannot endorse)

Page 16: SNAP+ Troop Training slides

Requesting COBS

Double-click on location to view calendar of available dates

Booth Sale Summary:• Lottery Booth Sales – requests

made by troop for COBS• Pending Booth Sales – troop

secured booths entered (pending approval)

• Troop Secured Booth Sales –approved sales

• FCFS Booth Sales – COBS acquired through first-come, first-serve

• Reserved Booth Sales – COBS won in lottery

Page 17: SNAP+ Troop Training slides

• Once you click on the location, a calendar will appear; look for a date that says “Available” and click on it – the following will appear:

• Click “Request” to put your request in for the lottery

• You will then see your requests under “Lottery Booth Sales”:

Requesting COBS (cont.)

Page 18: SNAP+ Troop Training slides

Entering Troop Secured Booths

Enter the Location’sInformation

Enter the Troop’sContact Information

Make sure to click “Add Time” before saving, so it is entered successfully

Enter Sale Date &Start/End Times

Page 19: SNAP+ Troop Training slides

Council Contact & SNAP Help

Council Contact – Travis Sammons, Product Sales Database Manager, [email protected]

• Contact for issues with logging in, placing orders, report requests, or any other process-related questions

• For technical issues, please contact the help desk for SNAP+