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2011-2012 sucm powerpoint (revised)

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  • 1.SERVICE UNIT COOKIE MANAGER TRAINING

2. Objectives To provide you with an overview of theCookie Sale Program To emphasize what is new this year To provide general information on theeBudde system To answer questions that you may have To prepare you to train TCM 3. Training/Safety Read the manual completely All Troop Cookie Managers must attendtraining Safety concerns Emergency crisis procedures 4. 2011 Highlights Service Unit Bonus TCM Incentive Pending cupboard orders Cookie Rally Initial order taking begins Dec. 30, 2011 Initial Order Incentive New Incentive Level Girl Tab Format 5. Service Unit Bonus Service units have an In additional to the $100opportunity to earn a up earned each Service unitto $200 bonus to be used has a chance to earn anfor service unit events or additional incentive by:programs! 5% increase over last years If the Service Unit Cookietotal sale ( additional$50.00)Manager maintains the 10 % increase over lastnumber of packages sold years total sale ( additionallast year and meet the$100.00.requirements found onpage 10 or manual, theycan earn $100.00 bonus. 6. TCM Incentive NEW!! As a token of ourappreciation all TCMsthat meet all deadlinesand turn in all paperworkwill receive a VolunteerTote Bag. This feature will beturned on in ebudde afterMarch 9th so SUCM canorder one for each troopthat qualifies. 7. Council-wide events Cookie Rally January 7, 2012 8. Initial Order Taking Begins on December 30, 2011. This allowstime for girls to sell over the holidays! Girls will take orders on order cards and turnthem in to the TCM by January 14, 2012, or adate set by them. After initial orders are completed, girls willcontinue to sell using the Goal Getter OrderCard. 9. Initial Order Incentive Girls who havesold an initialorder of 175packages will earnthe Fleece Blanketwith carrier 10. New Level / Incentives 750 packages 100thAnniversary FloatingCharm 1500 Digital Camcorder 3000 packages iPad2 11. Entering Additonal Girl Cookie Orders 12. Warehouse Pick-ups: Feb. 3-4 Service units can choose to pick up their cookies at thewarehouse. Service units will be assigned a time; troops will be scheduledin 15-minute increments. Benefits: Get your cookies earlier No waiting for delivery truck Help loading cookies into your vehicle! Troops will place a sign with their service unit name ornumber and their troop number on their windshield (boldwriting, please). 13. Delivery & Accountability Direct Deliveries February 6th 8th Delivery dates will be determined by delivery agentbased on location and size of order. You will benotified of delivery dates for your area. Choose a site accessible for large trucks. Pick a place with some shelter to load under if possible. Watch carefully for damaged cases and do not acceptthem. Count cookies carefully. Once you sign for them, nochanges can be made. 14. Booth Sales Begin February 10, 2012, starting at 3:00 pm not before. Encourage troops to have booth sales to increase troop sales. All booths sales in eBudde will be uploaded to cookie locator website:http://cookielocator.litttlebrownie.com To help you advertise your troop booth sale, we encourage troops to call the Cookie Hotline at 1-800-734-4541 ext. 412. Troops will leave messages stating their booth location, time, and date. Be sure to go over booth guidelines and tips in the Cookie Sale Program Manual. 15. Booth Sales 16. Warehouse & Cupboards Open February 10, 2012 Going to the warehouse or cupboard, you must have the following: Cookie Identification Card Photo identification Pending order receipt (printed off ebudde) You may go to any cupboard in the Council area to pick up cookies. Cookies can be checked out by cases only. Damaged cookies may be swapped only at the service center nearest you. 17. Pending Orders When a pending order is placed, the partiesinvolved will receive an email. In addition, thedelivery agent will see a message on theirdashboard that they have new pendingtransactions Pending orders help us manage inventory 18. Financial Procedures All transactions require receipts. Troops must not release cookies without a signed parent permission form and signed receipt for the cookies (retain all paperwork). Required payment SUCM requirements Final payment If a parent does not turn money in to troop: certified letter receipts/signed parent letter 19. BREAK 20. eBudde This is the online system that helps troops, service units, and the Council manage all aspects of the Cookie Sale Program. All troops need to enter their information into eBudde. This is how cookies, incentives, recognitions, andpayments are tracked. Troops should regularly check their sales report tocheck their progress during the sale. Discrepanciesshould be reported to SUCM. 21. Ebudde (continued) Each user is given access based on their needs(determined by Council). SUCMs will have access to their service unitinformation and all of their troops information. 22. First-time user must change password and enterpersonal information. 23. Service Unit Dashboard 24. Navigating the SystemNavigation TreeEntry Form TabsNavigation Tree Displays service unit name and troopnumbers.Entry Form Tabs Tabs are selected for you to performthe actions needed. The tabs display forms for troops aredifferent than for the service unit. 25. Service Unit Contact Information 26. Service Unit SettingsInformation keyed here is forthe service unit dashboard. 27. Service Unit Settings (continued) 28. Email 29. Service units may add troops.Add a Troop allows you to enter troop data one troopat a time.Add up to 11 Troops allows you to enter 11 troops at atime.NOTE: You may hit either one of these buttons as many times asneeded. 30. Troop information may be entered and updatedby the service unit. 31. As you add troops, the system will update the navigation tree. You will also be allowed tochange and/or delete troop information. 32. Editing a Troop 33. Delivery Stations 34. Troops TabUnsubmit Option Available to correct mistakes before Council order issubmitted. Once Council has submitted, no changes can be made.Unsubmit All Cookie Orders This will unsubmit all troop cookie orders if necessary to allow troops to resubmit. Unsubmit All Initial and Final Incentive Orders This will unsubmit all troopincentive orders if necessary to allow troops to resubmit. 35. Service Unit Submit Order to Council 36. Incentives TabIncentive orders are entered at the girl or troop level. The service unit role is to monitorthe entry of incentive orders and submit the order to the Council. 37. Service Unit Recap ReportsAll reports download to Microsoft Excel 38. Dashboard Troop Messages & Deadlines 39. Entering Girl Information 40. Entering Troops Cookie Order Entering by GirlFor girl orders, click on the girls name and double-click at the bottom of thescreen to enter. 41. Troop Girl Initial OrdersSave Save worksheet and continue adding information.Submit ORDER Submit order to service unit. CANNOT make changes oncethis is done. 42. Delivery Information 43. Delivery Confirmation Page 44. Bubble/Dot/Circle Report 45. Ordering Cookies from the Cupboards or Warehouses Locations to pick up additional cookies can befound in your manual. NEW You may place a pending order througheBudde. Please call cupboard contact to let themknow you have a pending order. NEW - When a pending order is placed, the partiesinvolved will receive an email. In addition, the deliveryagent will see a message on their dashboard that theyhave new pending transactions Benefit: Inventory can be managed based on cookies to be picked up. If additional cookies need to be ordered, this can be done earlier. 46. Pending Cupboard OrdersProduct Transaction Form 47. Pending orders 48. Entering Additonal Girl Cookie Orders 49. Troop Award Order by Girl Automated 50. Deposits 51. Service Unit Recap 52. Award Reporting 53. Manuals 54. Demonstration Site Web address http://ebdemo.litttlebrownie.com Login will be your email as set up by Council. No email sent in the system. Can perform all functions in the system justlike the live site. See Council for further information.