2010 fos training for website pdf

87
1 2010 Fall Opportunity Sale

description

Fall Opportunity Sale Training for Volunteers.

Transcript of 2010 fos training for website pdf

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2010

Fall Opportunity Sale

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You are here because you care.With your help, this will be a great sale!

THANK YOU!

Teamwork – Leadership – Communication

…for being a positive influence for girls.

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• Quick, Easy and Profitable for Troops

• Sell to friends and family only

• Girls learn and have fun

• Troops earn 20% proceeds

• Products are easy to sell and make great gifts

• Start up money for new troops

• Helps provide funds for Council programs

Fall Opportunity Sale

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• Goal Setting• Decision making• People Skills• Money Management• Business Ethics

Girls Learn

Program Components

Communicate the key benefits of participation to the girls:

• Goal Setting

• Decision Making

• People Skills

• Money Management

• Business Ethics

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Fall Opportunity Sale Partners

• Trophy Nut Company is the same company as last year that supplies the nut and candy products.

• American Publishers Hearst is a NEW partner with Girl Scouts. American Publishers Hearst provides a full line of magazines. We are no longer offering magazine vouchers.

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• The average family who purchases or renews annually will buy 5-6 magazines a year.

• AP/Hearst Programs will help us capture more of these potential subscriptions.

Support a Girl Scout one subscription at a time.

•The average family who purchases or renews annually will buy 5-6 magazines a year.

•American Publishers Hearst will help us capture more of these potential subscriptions.

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Support a Girl Scout one subscription at a time.

Online Magazine Sales

Online sales to those far and near. Expands your sales and increases your proceeds.

1. Grandparents

2. Aunts and Uncles

3. Other Relatives

4. Friends

Girl can send emails to:

We are excited that girls can go to American Publishers website (www.aphgirlscouts.com) to send emails to their family and friends with a link to American Publishers’ online magazine store.

It’s easy! The benefits are:

1. No money to collect

2. No order forms to turn in

3. Customers receive their magazines faster

4. Girls receive a e-connect patch for send 10 or more emails

Girls can also take magazine orders on paper order forms with their nut and candy orders.

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Nut and Candy Products

All your favorites and…

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Peppermint Bark

$ 8.00

A festive tin brimming with white chocolate loaded with crushed peppermint candy for a creamy mint sensation.

New product

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Chocolate Toffee Almonds

$ 6.00

Delicious almondscovered in toffee andchocolate, thensprinkled in powderedsugar.

New product

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Honey Roasted Peanuts

$10.00 and $5.00The right amount of honey is added to roasted and salted peanuts to make this a perfect combination.(30 oz jar & 9 oz can)

Honey Roasted Peanuts are featured with an Extra Value Jar.

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Salsa Mix

$10.00 and $5.00

The right combinationof peanuts, taco and cheesesesame sticks, corn crunch,almonds, sesame mini chips and pepitas.(23 oz. jar and 8 oz. can)

Salsa Mix is featured with an Extra Value Jar

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Where does the money go?

2% Service Unit Proceeds (10 ¢ per item)

1% Administrative

20% Troop Proceeds

29% Program and Services

43% Cost of Product

5% Girl Recognitions

•Girls earn recognitions from the dollar amount of nuts, candy and magazine sold.

•Troops will earn 20% based on total dollar amount sold.

•Service Units will earn .10 cents for each item sold.

•Note: Recognitions and proceeds will be withheld for any unpaid products and/or unregistered girls.

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Recognition Opt-out Program

• Who? Cadette, Senior and Ambassador troops may participate.

• What? Troops can earn an additional 5% in proceeds, if girls elect to opt-out of the recognition items giving troops a total of 25% in proceeds. Girls still earn the Activity Patch for $50 in sales.

• How? All troop members participating in the sales must sign the Opt-out contract.

• When? Opt-out contracts due 10/12/2010.

Cadette, Senior and Ambassador troops may participate in the Opt-Out Program. All troop members must agree to decline receipt of all FOS girl recognition items, except the Activity Patch earned for $50 in sales. The troop will instead earn an additional 5 percent in troop proceeds of the total dollar amount of products sold. This gives the troop a total of 25 percent in proceeds.

To have a valid Opt-Out contract, the following qualifications must be met:

1. Must be a registered Girl Scout Cadette, Senior or Ambassador troop.

2. All troop members registered with the troop must sign the contract.

3. Contract must be submitted to the Girl Scout regional office by 10/12/2010 (same date as orders are due).

The form is available on the Trophy Nut Website by clicking on Online Forms; it is also posted on www.kansasgirlscouts.org.

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Fall Sale Timeline

• Troops meet with girls/parents (week prior)

• October 1-10: Girls taking orders

• October 11: Girls turn in orders to Troop

• October 12: Troop inputs orders into Trophy Nut website by midnight

• October 25-28: Products delivered to Service Units

• November 15: Girls Turn In Money to Troop

• November 17-18: Troops Audits with Service Unit

• November 19: Service Units Audit with Council

• December: Recognition items distributed

Week prior to sale: Troops meet with girls/parents to give instructions and hand out materials

October 1-10: Girls taking orders from friends and family.

October 11: Girls turn in orders to Troop.

October 12: Troop inputs orders into Trophy Nut website by midnight

October 25-28: Products delivered to Service Units, then troops pick-up products from Service Units

October 28: Girls begin delivering product on or before 10/28

November 15: Girls Turn In Money to Troop

November 17-18: Troops Audits with Service Unit. (Turn in paperwork.)

November 19: Service Units Audit with Council. (Turn in paperwork.)

December: Recognition items distributed

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Who can participate?

Girls Who:

• Are registered Girl Scouts.

• Are current with their financial obligations.

• Have a signed Parent Permission Form.

Participation is voluntary, but encouraged due to the benefit that girls receive from participating.

Girls are eligible to participate in the Fall Sale if they:

1. Are Currently Registered.

2. Are current with their financial obligations…that is they have no past sale shortages or outstanding checks.

3. Have a signed Parent Permission and Responsibility Form. If a form is not signed and retained, the Troop FOS Manager becomes responsible for any uncollected money from the girl.

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Selling Guidelines for Girls

• Girls collect money when they deliver the nut and candy products.

• Girls collect money when they take the magazine orders.

• This is a family and friends sale. Girls should sell only to family, friends and neighbors they know. No door-to-door sales.

NEW!

Selling:

•Girls collect money when they deliver the nut and candy products

•Girls collect money when they take the magazine orders.

•This is a family and friends sale. Girl Scouts is a United Way funded agency and out of respect for their fundraising efforts, we ask that girls sell only to family and friends

•No door-to-door sales or booth sales.

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• Girls notify family and friends about the products their goals for the sale.

• Girl can also use social networks such

as facebook, if they are 13 years old.

Use Technology

Call Email Text

Fall Sale Internet Guidelines

The new Safety-Wise Update states: Girls can use e-mail and age-appropriate Internet functions as online marketing tools to let family, friends and

former customers know about the sale and collect indications of interest.

This means girls may promote the Fall Sale to friends and family and take orders via email and text messaging. Girls 13 and older may also use social

networking sites, such as Facebook, MySpace, and Twitter, as long as they have a parent’s permission, are under adult supervision, and follow Safety-Wise guidelines.

As a Girl Scout, girls must never use or post a personal e-mail, personal street address, or phone number on a site. Instead use an adult’s e-mail

address or troop/group e-mail address that is monitored by an adult.

All girls must read and sign the revised Girl Scout Internet Safety Pledge with a parent or guardian, if they are using the Internet. Access the form at

www.girlscouts.org/help/internet_safety_pledge.asp.

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Fall Sale Cupboards

• Additional product will be available at the Cupboard (office) to fill additional orders.

• Quantities are limited.

• The Cupboards are open

October 28 to November 12.

• Only troops may pick up

products from the Cupboard.

Additional product will be available at the Cupboard to fill additional orders.

Quantities are limited, so please call ahead.

The Cupboard is open October 28 to November 12.

Wichita Cupboard Hours: Monday 8 a.m. - 6 p.m.; Tuesday - Friday 8 a.m. - 5 pm; Saturday 9 a.m. - Noon

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What materials will I receive?

Girl Materials…

Items for Girls:

1. Parent Permission Form - This must be signed and returned before girls receive an order card.

2. Nut/Candy & Magazine Order Form & Magazine Program Folder – Product nutritional information available on the Trophy Nut Website.

3. Money Envelope - Hold this until the girls pick up their products

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Parent Permission Form

Form must be signed and returned before girls receive an order card.

Parents who live separately and will both be assisting their daughter will each need to sign permission forms.

Parent Permission Form –

1. An original, completed, signed form should be on file with the Troop FOS Manager before the girl receives an order folder. This form makes the parent responsible for the product and the money.

2. Parents who live separately and will both be assisting their daughter will each need to sign permission forms.

3. If the form is not signed by the parent, the troop leaders/manager assumes financial responsibility for all products given to the girl.

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Nut and Candy Order Form

Tips for Troop Managers:

1. Fill in the important information before giving the order card to the girls.

2. Don’t forget to give the girls their web code, which will be needed for online magazine sales.

3. Review the selling information on the order card with the girls and parents

4. Ask the girls to indicate their t-shirt size on the order card. You’ll need this information if they sell $400 +

5. Help the girls set their personal goals

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•On the order card you will find all your favorites along with two new products this year: Peppermint Bark and Chocolate Toffee Almonds

•Sugar-Free item is the Chocolate Toffee Bits

•All items make great gifts!

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Magazine Brochure

• Paper order forms inside

• Customers pay when ordering

• Give a Magazine Brochure to each girl for taking orders

• The paper order forms are inside

• IMPORTANT: Customers pay when ordering magazines!

• Buy 3, Plant a Tree Program:

1. If a customer buys three magazines, American Publishers will plant a tree in their honor through the Plant-It 2020 organization.

2. Plant-It 2020 is a nonprofit foundation dedicated to properly planting, maintaining and protecting as many indigenous trees as possible worldwide.

3. Buy 3, Plant a Tree promotion encourages multiple purchases per customer to increase your sales and earnings

4. Trees are planted in California, Colorado, Florida, Georgia, New York, Ohio, Oregon, Rhode Island, Tennessee, Vermont, Washington, and Wisconsin

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Magazine Order Form Example

Magazine Order Form Example

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Magazine Order Form Instructions

Press Firmly - PRINT IN ALL CAPITAL LETTERS!

Pink Copy Stays with the Customer!

Enter up to 3 magazine selections to the same address on each order form

Make checks payable to: Troop

For RENEWAL orders, copy name and address EXACTLY as it appears on current mailing label!

Magazine Order Form Instructions

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Money Collection Envelope

Magazine Collection Envelope for girls to return order forms and money to Troop

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What materials will I receive?

Troop Materials…

Items for Troop Manager:

1. Troop Manager Agreement – This needs to be returned to SU Manager or Council

2. Troop Manager Guide – Time line with step-by-step instructions

3. Folder – Includes lots of age appropriate activities

4. Receipt Sheets – Use these any time product or money is exchanged. Keep the receipts for future reference.

5. Return Envelope – For returning magazine orders to the Council

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Troop Manager Agreement•This form should be completed before troop receives their materials.

•SU need to return the forms to the Council

Troop Manager Agreement

• This form should be completed before troop receives their materials.

• SU need to return the forms to the Council

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Troop & SU Manager Guide

Also available on the Trophy Nut Website by clicking on Online forms and it’s posted on www.kansasgirlscouts.org

•Service Unit Guide has yellow cover

•Troop Guide has blue cover

•Both guides have step-by-step instructions. Please follow these instructions, especially when preparing for audits.

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ACH Debit Form

• Complete for each sale

• Return by October 1

Form is located in the back of the Troop Guide

•Troops must complete a new ACH Debit form for each sale.

•Return by October 1 to Service Unit Manager or Council Office

•Council will begin debiting Troop accounts on November 22 for the amount due to the Council

•Troops are responsible for depositing all FOS funds into their Troop Bank Account and making sure there are sufficient funds to cover the ACH Debit amount.

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Bad Check Procedures

Located at www.kansasgirlscouts.org or on the TNOS online forms

The Council has a financial procedure for Product Sales to enable the Council to reimburse Troops for bad checks they deposit into their troop account from FOS & Cookie Customers.

1st- Troops must complete the Bank Authorization Form (on the right) and submit to their bank. This needs to be done prior to the sale to allow the bank time to process it. This form authorizes the bank to send all returned checks (bad checks, NSF checks) to Sure Check Brokerage. Sure Check will then act as a collection agency for the checks. Sure Check will send the Council any funds they collect.

2nd -Troops must following the instructions on the Bad Check Recovery Form (on the left).

-Once the bank sends the troop a notice that a check was returned, the troop should complete the request form at the bottom of the sheet and send it to the Council.

-The request for reimbursement must be received by GSKH within 30 days of the chargeback to your troop account. Only checks made payable to the troop and deposited into the troop account within 30 days from the date the check was written will be reimbursed.

-Do not accept any payments to cover the check from the returned check account holder, after receiving the chargeback notice from the bank. All payments must be made to Sure Check Brokerage.

•Copy of the chargeback notice sent from the bank MUST accompany your request for reimbursement. Amounts will be verified with Sure Check Brokerage before payment will be made to the troop.

•The Council will not reimburse any bank fees charged to your troop account. Contact your bank about waiving the bank fee because of our non-profit status.

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Troop Folder with Activities

Available online

1. Goal Setting

2. Safety Tips & Selling Tips

3. Age-Level Activities - designed to help girls Discover-Connect-Take Action

Available online at www.NutsForKnowledge.com

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Magazine Program Folder

Magazine Program Folder includes selling tips, safety reminders, and activities.

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Receipt Book

Write a receipt any time product or money is exchanged!

•Remember to write a receipt for all transactions of product and money.

•Keep the receipts for future reference and bring them to your audit.

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Troop Magazine Worksheet1. Summarize magazine orders

on worksheet

2. Enter magazine orders on TNOS (www.trophynutorders.com)

3. Send initial magazine orders to Council in envelope provided to expedite orders. Send WHITE copy of order form only. Keep YELLOW copy for Audit.

Troop Worksheet/envelope

• Summarize girls orders on Worksheet

• Enter magazine orders into Trophy Nut Order System (TNOS)

• Send initial orders to Council in envelope provided to expedite orders. Send WHITE copy of order form only to Council. Keep YELLOW copy for Audit.

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Resources

Check out this

websites for fun

troop activities!

www.NutsForKnowledge.com

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kansasgirlscouts.org

Click on “2010 Fall Opportunity Sale”for information and

downloads.

www.kansasgirlscouts.org

Find 2010 Fall Opportunity Sale information and downloadable forms

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Entering Orders

• Troop Managers input the

Girl Orders into Trophy Nut Website

by midnight on October 12th.

• Log on to www.trophynutorders.com

• Do not hold up the troop order waiting for late girl orders.

• Please contact the Girl Scout office regarding any orders that are received late. Late orders will be filled from the FOS Cupboard, if possible.

Troop Managers need to input Girl Orders into the Trophy Nut Website by midnight on October 12.

- Log on to www.trophynutorders.com.

- Do not hold up the troop order waiting for late girl orders.

Please contact the Girl Scout office regarding any orders that are received late. Late orders will be filled from the FOS Cupboard, if possible.

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Trophy Nut Order Website

www.trophynutorders.com

Click Here

•www.trophynutorders.com

•If you need nutritional information, click on “Nutritional Info”

•To start: Click on 2010-2011 Order System

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• See SU/Troop Guide cover page for id and password.• If you need help, please contact the Product Sale Staff.

•See cover of your Service Unit or Troop Guide for your id and password.

•If you need help, please contact the Product Sale Staff.

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Service Units update this information

•Service Unit managers need to be sure to update their contact information, including their e-mail address.

•We will send information and reminders to you using the e-mail listed here.

•Make sure the PRODUCT & RECOGNITION DELIVERY ADDRESSES ARE CORRECT. The products and recognitions will be delivered to these addresses.

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Troop Managers need to update their contact information here, including their email address

Click here to enter the girls in your troop

Do notchange Profit Bonus. This is for opt-out troops only.

•Troop managers need to update their contact information here. Be sure to include your e-mail address.

•DO NOT change the Profit Bonus to “yes”, please leave as “no”. This is for opt-out troops only, who have submitted an opt-out form.

•Click “Add new Girl” to enter all the participating girls in your troop. Use the format of first name last name.

•“Remove” girls that are no longer in your troop.

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Enter: First name last name

Enter “1” if girl sent out 10+ magazine e-mails

Check T-Shirt Size

•Here’s the screen where you enter the girl’s name (first name last name), then click on her t-shirt and hoodie size.

•For girls that have sent out 10 or more emails, please enter a “1” for one E-connect patch. (You will be able to see a report at www.aphgirlscouts.com to see how many email each girl sent.)

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Click on “orders” to input orders

Recognitions will be automatically calculated

Click on “orders” under views to start entering girl’s orders

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Click on “Add New Order” to input orders

Click on “Add New Order”

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1) Select the girl

2) Select Age Group

3) Enter Magazine Information

4) Enter Nut/Candy Order

• To enter a girl’s order, select her name, then her age group (daisy, brownie, etc.)

• Enter Magazine and Nut/Candy Orders here

1. Regular Magazine Subscriptions (paper order forms)

2. Web (online) Magazine Subscriptions (You will get this information from a report at www.aphgirlscouts.com

3. Enter the number of each nut and candy products sold

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Click “Add” when finished

When finished click “add”

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Click here if you need to edit an order

•Click on “add new order” to add another girl’s order

•Click on the order ID number to edit a girl’s order.

•You do not need to use the “Overview of Units Not Applied”…that’s for additional items that are picked up at the cupboard. The Product Sales staff will apply the orders pickup at the cupboard for you, if you let us know what girl the order need to be applied to.

•You do not need to use the “booth orders”

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+ + =

+ - + - - =

Collected directly from customers, so the Troop doesn’t owe money for magazines sold on website

DO NOT click Submit buttons. This will lock you out of making changes and it is not necessary.

Please do not click on the submit buttons. It is not necessary and it will lock you out of making any changes.

This grid shows you how much money each girl owes the troop on “Total Due Troop” column. The Web Sales are not added in, since the girls do not collect the money for the Web Sales.

The bottom row is the total for the Troop. The “Total Due to Council” is the amount the Council will debit from the Troop’s bank account. Here’s how it is calculated:

+ Nut and Candy Sales

- Nut and Candy Troop Proceeds

+ Regular (Paper) Magazine Sales

- Regular (Paper) Magazine Troop Proceeds

- Web Magazine Troop Proceeds

(The Web Magazine Sales are not included, since the Girls/Troop doesn’t collected this money.)

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If you need to go back to enter a girl’s t-shirt size for her recognition

1) Click on “troops”

2)Click on “Edit” to update her recognition information

3) Remember to click on “update” at the bottom of the screen after you are done

If you need to modify a girl’s information or enter her t-shirt size, go to “Troops”under views, then click on the girls name and click on “edit”

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Click on “Payments” enter girl’s payments.

Click on “Add New Payment” to enter a payment.

Enter each girl’s payments

Troops need to enter the payments from each girl.

•Click on “Payments” under Views to bring up the payment page.

•Then click on “Add New Payments”

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Select the girl, then enter the total amount she paid. Click “add”to submit the payment

Enter each girl’s payment

1. Select the Girl

2. Enter the Total (Gross) amount the girl pays the Troop.

3. Enter a note under “memo” if needed.

4. Click “add” when finished.

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Click on Reports to view or download reports.

Reports

Here’s where you’ll print off reports that you’ll need for sorting products, audits, and sorting recognitions.

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Products By Troops Report

Report for distributing nut and candy products to troops and to girls

Service Units and Troops use this report to distribute nut and candy products to troops and girls

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Balance Due By Troops Report

Total Due to Council

Click “All”

Troops need to print and sign indicating the “Total Due to Council” is correct.

This report shows you how much money each girl owes the troop on “Total Due Troop” column. The Web Sales are not added in, since the girls do not collect the money for the Web Sales.

The bottom row is the total for the Troop. The “Total Due to Council” is the amount the Council will debit from the Troop’s bank account. Here’s how it is calculated:

+ Nut and Candy Sales

- Nut and Candy Troop Proceeds

+ Regular (Paper) Magazine Sales

- Regular (Paper) Magazine Troop Proceeds

- Web Magazine Troop Proceeds

(The Web Magazine Sales are not included, since the Girls/Troop doesn’t collected this money.)

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Recognitions By Troops Report

Report for distributing recognitions to troops and girls

Service Units and Troops use this report for distributing recognitions to troops and girls

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Troop Final Report

Troop Final Report

Summary of Sale with Amount Owed to Council

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Click on Online Forms to view various forms.

Easy access to forms and information.

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Click on Online Training to access the online training.

Online Training

Great place for a refresher course before the sale begins or for those who are unable to attend training

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www.aphgirlscouts.com

Go here for the Online Magazine Program

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Girls Click Here

Girls click on “Girl Scout Menu” to get started

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Girls read and Click Accept

Girls need to read and accept the Girl Scout Internet Safety Pledge. This page will pop-up each time the girls login to the website.

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Girls Click Here to Register for the first time

Girls click on “Girl Scout Registration” to register for the first time.

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Girls with their parent’s help complete the

registration page

Enter 5 digit troop number and Web Code

•Girls need to complete the registration page with the guidance of their parent.

•Girls need to remember (write down) their user name and password

•Girls need to enter their 5 digit troop number

•Girls need to enter the Web Code given to them by their Troop.

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Girls Click Here to send e-mails to

family and friends

•Girls click on “Send Emails” to send emails to family and friends.

•The email will invite your family and friends to support Girl Scout by shopping online for magazines.

•A link to the online magazine store will be embedded in the email

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Girls follow these directions and enter emails and names.

Girls follow the simple directions to send emails.

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After a girl has sent 5 emails, this page will appear. Girls can continue to send

out 5 more emails at a time.

Don’t forget to send an email to yourself

•After a girl has sent five emails, this page will appear.

•Girls can continue to send out five more emails at a time

•Girls should send an e-mail to herself or her parent’s email

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Email sent from girls

This is an example of the email that will be sent out by the girls.

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Customer follows link in email to this

page and enters web code listed on

the e-mail.

•This is the page that customers are directed to when they click on the link in the email.

•Customers will need to enter the web code listed in the email and the girl’s name.

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Online Magazine Store: Customer picks

magazines

•This is the Online Magazine Store.

•Customers pick the magazine(s) they want to order

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Online Magazine Store: Customer adds magazine to “cart”

Customers add magazines to the online shopping cart.

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Online Magazine Store: Customer’s shopping cart

Once a magazine is in the shopping cart, the customer can continue shopping or checkout.

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Customer enters their billing and shipping information

At checkout, the customer enters their billing and shipping informatin.

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Girls click here again to see orders

Girls can go back to the online magazine website and click on “Girl Scout Menu” to login and check on their customers orders.

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Girls Click Here to Login again

Girls click on “Girl Scout Login” to login again

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Girls enter User Name and Password to log in

Girls will need their User Name and Password

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Girls Click Here to view orders

Girls click on “Your Web Sales” to view their customer’s orders

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Orders from customers

Here where girls well see their customer’s orders.

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Customer’s order

Troop FOS Manager login

Troop FOS Managers go to “Other Log-Ins” to access the online magazine sales reports

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Click here: Group/Leader Login

Click on “Group/Leader Login”

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Enter Troop’s Web Code,

then “Get Report”

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Summary ReportEnter this information into TNOS for each girl’s Web Magazine Sales

•This is the Summary Report

•Enter this information into the Trophy Nut Order System (TNOS) www.trophynutorders.com

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Detail ReportJust information only

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ESales ReportHere’s where you’ll find the number of emails each girl sent. If a girl sent 10+ emails, please order her an e-connect patch on TNOS

•Go to the ESales Report to find how many emails each girl sent out.

•If a girl send 10 or more emails, please order her an e-connect patch on the Trophy Nut Order System (TNOS) www.trophynutorders.com

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Thank you for your time!

Let’s have a great,

successfulexperience for

the girls!

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Questions