Volunteer 2022 Cookie Program - Adventure Packet
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This Volunteer Adventure Packet includes information to support Girl Scouts during the 2022 Cookie Program—GSNorCal's premier girl entrepreneurship and financial empowerment program. Program guidance and deadlines are subject to change—edits will be shared in weekly communications January 5—March 30. Table of Contents Powered by Product/Data Flow and Systems …………………………….. page 2 Key Program Updates ……………………………………………………….. page 3 Resources for Success .……………………………………………………….. page 4 December …....……………………………………………………………….. page 5 January ………………..………………………………………………………. page 6 February 1 - 14 …….…………………………………………………………. page 7 All About Booths ………….……..……………………………………........... page 8 February 2 - 28 …………………………………………….……...………….. page 9 All About Cupboards ……….………………………………………………. page 10 March 1 - 27 ……….…………………………………………………………. pages 11 -12 March 28 - June ……………………………………………………………… page 13 eBudde SU How To’s ……………………………...……………………….. pages 14 - 15 eBudde Troop How To’s ……………………………………………………. pages 15 - 16 Digital Cookie How To’s …………………………………………………… page 17 eBudde Booth Coordinator How To’s ...…………………………………... page 18 eBudde Cupboard How To’s ………………………………………………. page 19 GSNorCal Product Team Product Program Manager Maria Gonzalez mgonzalez@gsnorcal.org (800) 447-4475 x5002 SUs: 201, 202, 206, 207, 301, 302, 303, 305, 307, 308, 309, 310, 601—671 1650 Harbor Bay Parkway Suite 100, Alameda, CA 94502 Product Program Manager Minda Azevedo mazevedo@gsnorcal.org (800) 447-4475 x5004 SUs: 101—112, 142, 203, 205, 342, 345, 346, 347, 362, 382, 384, 387, 388, 389, 390, 392, 393 4825 Old Redwood Highway, Santa Rosa, CA 95403 Product Program Manager Gwen Shapiro gshapiro@gsnorcal.org (800) 447-4475 x7013 SUs: 125, 127, 128, 133, 320, 321, 322, 323, 324, 326, 327, 328, 329, 332, 703—735 3203 “T” Street, Eureka, CA 95503 Romie Carrasco rcarrasco@gsnorcal.org (800) 447-4475 x5007 Operations Manager, Product Program 1310 S. Bascom Avenue, San Jose, CA 95128 Aria Davis adavis@gsnorcal.org (800) 447-4475 x5001 Project Coordinator, Product Program 1650 Harbor Bay Parkway Suite 100, Alameda, CA 94502 Christine Dhondt cdhondt@gsnorcal.org (800) 447-4475 x5005 Sr. Director, Product Program 1650 Harbor Bay Parkway Suite 100, Alameda, CA 94502 1
Powered by Product Running their own cookie business reminds girls that they're capable of making any adventure possible! The Cookie Program also supports over 60% of our GSNorCal budget in a typical year, and now even more given the pandemic after we lost other revenue generating activities, with closed retail shops and cancelled camps and programs. Optional troop and girl participation will be important indicators of our ability to continue to invest in pandemic recovery, girl programs, volunteer support, camp proprieties, and more. 56% of each cookie package sold supports member services and infrastructure for 38,000 girls and volunteers across our 19 counties and 648 zip codes: • High-quality, affordable virtual and in-person programming • Camp and program property maintenance, including forest management • Staff, insurance, rent, utilities • Information technology • Volunteer screening, training, and support • Website and marketing • Investments in equity, including financial aid, staff-supported troops, and community and path to camp programs for girls who live in low-income communities Data Flow and Systems Information from MyGS loads into eBudde and Digital Cookie eBudde app has same functionality as every Tuesday and Thursday. Digital Cookie app is used by eBudde desktop for volunteers on the go • Registered girls girls after shop is approved and • Caregiver emails published for customer payments • Volunteer names/emails Volunteers use eBudde for: Girls use Digital Cookie for customer • Payments from girls for packages orders: not sold through Digital Cookie • Captures customer data for next year • Physical cookie inventory to girls • Payments + Pkgs transfer to eBudde • Pkgs sold by girls at booths • DON orders • Pkgs to fulfill IN-HAND • SHIP orders and DLVR orders • Payments transfer to eBudde • Selecting reward choices • IN-HAND orders • Communications • DLVR orders *Click for a 3 minute video 2 Return to Table of Contents
Key Program Updates Girl Scouts Volunteers New cookie: Adventurefuls added to lineup for a total Troop proceeds: Reduced the troop per girl average of 9 varieties (10 varieties with Care to Share donations) required to earn $0.85 proceed level by 95 pkgs/girl All packages $6: Specialty varieties decrease from $7 Initial Order: Strong recommendation to place an and core varieties increase from $5 Initial Order to ensure girls have access to inventory and tools to run their business National Girl Scout Cookie Weekend: Three days of Customer questions: Support to explain the new $6 $5 flat rate shipping for online customers subsidized price, Palm Oil Toolkit, Cookie FAQs, Girl Scout FAQs by GSNorCal Text updates: Opt in to receive Cookie Program texts Booths: Public/Commercial/Business booths are back between 1/28-3/27; Text Cookies22 to 866-984-0416 with only one day of inside SU boundaries to ensure Msg & data rates apply. 5 msgs/mo. Reply STOP to end. girls have equitable access to locations. Please refer to See www.GSNorCal.org/Privacy for more details. COVID-19 Guidelines on our website. GSNorCal's exclusive ilovecookies.org Cookie Finder Digital Cookie Troop Link: Approved and Published now includes Digital Cookie Links PLUS in-person shops auto-generate a ship only link that will be auto- booths; promoted via paid advertising as THE way to uploaded to ilovecookies.org Cookie Finder find cookies locally across 19 counties In-person residential: girls may start residential sales Digital Cookie Payments: All girls should have and deliveries as soon as they have cookies in hand Digital Cookie shop and app to accept customer payments. GSNorCal covers all credit card processing fees. Sustainability: New recyclable paper packaging for Wednesday Q&As: See calendar for specific topics; themed rewards and new 'exchange all 60-450+ pkg One time registration click here rewards' option Thank you to the following troop and service unit volunteers who represented large and small, urban and rural service units across council on our 2021 EntreprenHERs Advisory Boards. Their participation and input was invaluable to designing GSNorCal’s 2022 Cookie Program. We are already looking forward to next year’s planning and will share invitations in May 2022. Service Unit Advisory Board Troop Advisory Board Alison Ridenhour Isabela Telles Andrea Bertero Katie Angarano Andra George Lisa Pryor Anna Dietrich Laura McNeill Ann Sorenson Mindy Destro Corby Dale Leda Mares Bridgette Jacobson Roberta Thomas Dannell Jenkins MC Gaisbauer Cady Burstein Sandy Wenzel Denise Lasker Megan Hornbecker Carol Hall Sarah Boyd Dixie Lim Pam Bond Charissa Ramp Sarah Gaeta Erin Tator Paola Lancellotti Cheryl Kingham Shelbi Stoudt Heather Rice Sarah Vogen Dot Frantin Traci Roberti Jackie Callahan Star Blackburn Elizabeth Fyfe Wanda Earl Jennette Upton Tegan Spencer Jeff Bailey Thanh Barretto Jennifer Friesen Trucy Gross 3 Return to Table of Contents
Resources for Success Cookie Family Guide: Girl-to-Customer and Caregiver support essentials; hits mailboxes January 2022 Volunteer Adventure Packet: Volunteer-to-family and Systems support essentials; virtual/online GSNorCal.org website: Resources linked in Adventure Packet and supplemental tools for Girl Scouts Physical resources distributed from service unit to troop in January 2022: Girl order cards Package of Adventurefuls Care to Share box wraps to display our 'tenth' cookie variety at booths Empowered by Cookies infographic to display at booths My favorite Girl Scout adventure table tent for girls to display at booths People Skills Exercise—an inclusiveness lesson for girls Receipts to record all payment and inventory transactions PLUS, service unit teams receive an 8 pack sampler of cookies to share with partners Resources may also be found at GSNorCal.org 4 Return to Table of Contents
DECEMBER WHAT: Launch cookie conversations WHY: Prepare girls and families for success HOW: Review resources and timeline Review eBudde and download eBudde App Review 2022 Cookie Program Overview Download and review the 2022 Cookie Family Guide—print version arrives in mailboxes early January Review Family Meeting Guide Schedule virtual family meeting: Encourage girls and families to register for EntreprenHERs in Action Day 1/29 to support success Confirm caregivers have submitted Caregiver Responsibility Agreement Confirm yes/no booth participation with each family after reviewing COVID-19 Guidelines Set a routine inventory check-in day/time with caregivers. Often this is every Sunday evening. Routine inventory management is key to troop success and ensures no one is left with unsold inventory. December 2021 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 6pm SU Cookie 10am SU Cookie Kickoff Kickoff 5 6 7 8 9 10 11 eBudde opens to Volunteers 10am Troop Cookie Kickoff 12pm Troop Cookie Kickoff 6pm Troop Cookie Kickoff 12 13 14 15 16 17 18 10am NEW TROOP VOLUNTEER Cookie Kickoff 19 20 21 22 23 24 25 26 27 28 29 30 31 G S N O R CA L CO U N C I L O F FI CE S CL O S E D THIS WEEK 5 Return to Table of Contents
JANUARY WHAT: Select Booth Sites to Place Initial Order (IO) WHY: Have full assortment of inventory available for booths and improve supply chain HOW: Review Booth Scheduler timeline, IO Business Tools for Girls, Troop IO Worksheet Confirm caregivers have reviewed 2022 Cookie Family Guide Encourage girls and families to register for EntreprenHERs in Action Day 1/29 to support success 1/10—1/11: Troops select up to six Booth Sites inside their service unit; 2 max per business 1/13: Troops place Initial Order in eBudde and assign 1 pkg of Thin Mints to each selling girl who receives Business Tools 1/13: Troops select Booth Sites without restrictions 1/19: Volunteer access to Digital Cookie opens; check inbox from email.email@girlscouts.org 1/28: Digital Cookie login emails to families from email.email@girlscouts.org 1/31: Confirm Digital Cookie shops are Approved and Published with customer emails added to launch 2/1 January 2022 Sun Mon Tue Wed Thu Fri Sat 2 3 4 5 6 7 8 OFFICES CLOSED 5:30pm Q&A: SUs upload Booth Troop IO & Booth Sites to eBudde Scheduler 9 10 11 12 13 14 15 Booth Scheduler Booth Scheduler SUs Review Booths Booth Scheduler SUs Review IO and opens at 8pm: closes at 11:59pm opens at 8pm: Submit by 11:59pm 6 sites inside SU; 2 5:30pm Q&A: unrestricted per business Troop IO & Booth Scheduler Troops enter IO in eBudde by 11:59pm 16 17 18 19 20 21 22 Volunteer Digital OFFICES CLOSED Cookie access opens 5:30pm Q&A: Digital Cookie 23 24 25 26 27 28 29 EntreprenHERS 5:30pm Q&A: Families receive in Action Day Digital Cookie Digital Cookie setup (formerly Digital email Day) 6 Return to Table of Contents
FEBRUARY 1—14 WHAT: Digital Cookie shops, in-person residential, and public booths open for business WHY: Connect cookie-buying customers to GSNorCal entrepreneurs before the opening of booths HOW: Girls launch digital marketing campaign and use Digital Cookie to accept in-person payments 2/1: Approved and published Digital Cookie shops auto-upload daily to the ilovecookies.org Cookie Finder 2/1: Girls begin promoting shop links on social media following the specific platform guidelines 2/1: Troops design Digital Cookie Troop Shop to promote their troop goals and adventures—Approved and Published shops auto-generate a ship only link that will be auto-uploaded to ilovecookies.org Cookie Finder • Troop volunteers provide approvals and fulfillment coordination for Digital Cookie Troop Shop Girl Scout Delivery Orders as needed 2/4-2/13: As soon as cookies are in hand, girls may deliver and market in-person in residential locations Begin inventory check-ins to ensure Digital Cookie Girl Scout Delivery orders are being approved and cupboard reorders are planned 2/14: Commercial/Business/Public Booths open February 2022 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 5:30pm Q&A: Digital Cookie Cookie deliveries & shops open for Digital Cookie Girl business Scout Delivery orders 6 7 8 9 10 11 12 5:30pm Q&A: Booths & Marketing Cookies and Business Tools Arrive: SU and Cupboard Deliveries 13 14 15 16 17 18 19 Public 5:30pm Q&A: Booths National GS Cookie Open Weekend $5 shipping $5 shipping for $5 shipping for online customers online customers 20 21 22 23 24 25 26 ACH report pulled $5 shipping for 5:30pm Q&A: OFFICES CLOSED online customers Troop ACH Debit 7 Return to Table of Contents
All About Booths eBudde Booth Scheduler is used to manage all public booth locations 2/14—3/27 Troops use the Booth Sites tab to reserve sites 1/10-1/11: Troops reserve 6 sites within SU boundaries; 2 max per business 1/13: Troops have unlimited, unrestricted booth site reservation options Troops review and adhere to Notes section for specific site guidelines Troops have a printed copy of booth reservation on site at booth Location information feeds directly into GSNorCal's ilovecookies.org Cookie Finder The Girl Scout Cookie Program is the most publicly visible activity in Girl Scouting and provides us Booth Safety a unique opportunity to model leadership by doing our part in reducing community transmission of COVID-19. Refer to GSNorCal COVID-19 Guidance. A public booth is a place where Girl Scouts set up a table at a business or other approved public location to sell Girl Scout Cookies. The majority of public booths are organized by service unit volunteers with In-person relationships to the community businesses. Public Booth Family and troop volunteers should not approach major chain retailers to request site access In-person booths at private residences should not be listed in eBudde My Sales booths are unique sites for individual Girl Scouts or troops, such as a grandparent's store or a local high school sporting event, that are not available to other entrepreneurs. My Sales Reserving a My Sales Booth: Booth 1. Must receive approval from site manager 2. Troop volunteer requests My Sales site in eBudde 3. Service unit volunteer approves site in eBudde within 48 hours of request—sites outside of requestor's service unit boundaries will be approved in coordination with relevant SU team This option also gives girls the opportunity to coordinate pickup of Girl Scout Delivery orders Drive-thru or 1. Find a location that has a good flow of customers like a church or school parking lot Pickup 2. Check with property managers before requesting Booths 3. Enter the drive-thru site in eBudde so it shows in a Cookie Finder search Hosting booths on social media gives girls a way to achieve their goals and connect with others Virtual while allowing them to discover new ways to take the lead in their cookie business. Refer to the Booths Virtual Cookie Booth Guide to see how it works. Troops should release an in-person booth right away if not able to attend. Troop volunteers can release the booth from the eBudde Dashboard Calendar. Releasing My Sales booths can be released by contacting your SU Booth Coordinator. Booths Once a booth is released, it updates in the Cookie Finder AND troops on the waitlist are notified the booth is available for selection on a first-come, first-serve basis. Permits, Contracts, and Insurance Some cities allow booths on city property or sidewalks with a proper permit. Cities should be contacted directly. If business does not own the property, receive permission from the property owner to host a booth or pickup site. Girls, Parents, Troops and service units are not legal entities and therefore cannot legally enter into contracts. If signature is requested, submit to insurance@gsnorcal.org for processing. If a GSNorCal certificate of insurance is requested by a booth site, submit a request. 8 Return to Table of Contents
FEBRUARY 2—28 WHAT: Initial Cookie Deliveries and cookie distribution WHY: Get cookies into the hands of customers HOW: Troops manage inventory levels by transacting packages to girls and placing cupboard reorders in eBudde 2/2-2/4: Troops confirm Initial Cookie Delivery Pickup with service unit Vehicles Cases team—recruit volunteers and vehicles as needed Compact Car 23 2/2-2/4: Troops confirm Initial Cookie Delivery Distribution to caregivers— recruit volunteers and vehicles as needed Hatchback Car 30 2/4-2/13: Count and sign receipts together, each time cookies change hands Standard Car 35 Reorders are not an exact science, consider how many unsold packages girls SUV 60 have currently and how many booths the girls have scheduled when placing orders. Service unit teams are the best resource for historical advice. Station Wagon 75 Cupboards will not confirm if order is available—notification if not available Minivan 75 Record sold packages for each girl ASAP in eBudde —troop packages not Pickup Truck 100 transacted to girls are considered UNSOLD and impact replenishment Cargo Van 200 2/23: eBudde report generated by GSNorCal Product Team for physical packages transacted to troop to calculate first ACH (see ACH next page)—Total Pkgs Received on Sales Report February 2022 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 5:30pm Q&A: Digital Cookie Cookie deliveries & shops open for Digital Cookie Girl business Scout Delivery orders 6 7 8 9 10 11 12 5:30pm Q&A: Booths & Marketing Cookies and Business Tools Arrive: SU and Cupboard Deliveries 13 14 15 16 17 18 19 Public 5:30pm Q&A: Booths National GS Cookie Open Weekend $5 shipping $5 shipping for $5 shipping for online customers online customers 20 21 22 23 24 25 26 ACH report pulled $5 shipping for 5:30pm Q&A: OFFICES CLOSED online customers Troop ACH Debit 9 Return to Table of Contents
All About Cupboards Over 80 cupboards throughout our 19 counties store and handle product in support of all girls and troops. Each season, our goal is to sell through all physical packages GSNorCal has invested in—cupboard inventory will decrease as the program progresses. Inventory management is one of the most challenging pieces of the program, and communication between Cupboard Managers and Troop Volunteers is key. Inventory transactions maintained at all times during the program—Cupboard to Troop and Troop to Girl Initial Cookie Distribution Troops Cupboards • Agent to SU • Place cupboard reorders • Cupboard to Cupboard transfers • SU to Troop • Check Cookie Exchange • Agent to Cupboard reorders • Agent to Cupboards • Transact cookies to girls as sold • Ending inventory < or = to total SU • Troop to Girls • Zero unsold inventory Care to Share pkgs Cupboard Managers: Support all girls and troops Partner with GSNorCal Product Team to monitor inventory levels and plan replenishment and/or product transfers Partner with GSNorCal Product Team to schedule no more than two deliveries from the warehouse per week, due to delivery agent availability Warehouse deliveries are scheduled Tuesday-Friday Cupboard to cupboard transfers may be requested and scheduled anytime Maintain cupboard transactions in eBudde and verify that physical on-hand matches Current Inventory line at all times Ensure product is properly cared for in a dry, cool, clean, pest-free, and smoke-free environment Exchange damaged packages and/or cases of the same variety Utilize the eBudde app to easily process troop orders and contactless receipting Have a goal of fewer remaining packages than the total Care to Share packages sold for their service unit by the end of the program Cookies may be ordered in either packages or cases from cupboards Finalize cupboard transactions by 3/29 so troops may finalize transactions to girls and enter reward choices Troop Volunteers: Communicate excess inventory to Cupboard Managers and use Cookie Exchange tab in eBudde to share excess inventory with other troops Review cupboard requirements, availability, exchange policy, and safety protocol specifics prior to placing orders Place orders 72 hours in advance of desired pickup Arrive during scheduled time to pickup orders Count and sign receipts for EVERY transaction Remind girls to turn off out-of-stock varieties for Girl Scout Delivery in Digital Cookie as necessary Understand not all varieties will be needed as the program progresses. Thin Mints, Samoas, and Tagalongs are a low-risk inventory variety—remaining in high demand 10 Return to Table of Contents
MARCH 1—15 WHAT: First ACH (Automated Clearing House) Debit to troop accounts week of 3/2 WHY: Ensure initial cookie invoice can be paid and caregivers are managing money collection HOW: GSNorCal collects $2/pkg for packages transacted to troops ACH Debit Form • Troops need form on file with GSNorCal. If troop bank account has changed, please resubmit • Troops with no bank account—GSNorCal will send a deposit card with instructions for use after 1/23 Troops that accept customer payments through Digital Cookie may not need the first ACH Debit Troops are responsible for bank fees incurred for non-sufficient funds. Troops can confirm need for ACH by viewing Troop Sales Report in eBudde—if Total Payments divided by two exceeds the quantity of Total Pgks Received by the end of 2/23, no first ACH is needed Caregivers that collect customer money outside of Digital Cookie should electronically transfer funds to the troop account. If a caregiver is having issues turning in money, consider not transacting additional cookies until they reconcile—exchanges/ returns are fine with signed receipts for all transactions Update caregivers on total packages sold and total monies paid March 2022 Sun Mon Tue Wed Thu Fri Sat 27 28 1 2 3 4 5 1st ACH Debit 5:30pm Q&A: Transacting Packages 6 7 8 9 10 11 12 5:30pm Q&A: Troop Transfers & Transacting Packages 13 14 15 16 17 18 19 5:30pm Q&A: Troop Transfers & Transacting Packages 20 21 22 23 24 25 26 5:30pm Q&A: First day of Spring Wrapping Up the one week left! Cookie Program 27 28 29 30 31 Cookie Businesses 5:30pm Q&A: Troops locked out close Wrapping Up the of eBudde at Cookie Program 11:59pm: deadline for troops to submit ACH Credit 11 Return to Table of Contents
MARCH 1—27 WHAT: Troop Transfers and Transacting Packages WHY: Ensure no troop has unsold packages and all GSNorCal physical packages are sold HOW: Troop-to-Troop transfers, cupboard reorders and variety exchanges Troops with extra cookies should add to Cookie Exchange and notify the local Cupboard Manager. Cupboard goal is to have fewer physical packages remaining than the SU's total Care to Share packages—Some varieties may be unavailable in cupboards, but could still be available on the Cookie Exchange. Thin Mints, Samoas, and Tagalongs are a low-risk inventory variety—remaining in high demand Continue transacting packages to girls as soon as sold 3/19-3/27: Risk free checkout for troops—unsold packages checked out during this time may be returned to cupboard Schedule additional booths as needed to sell inventory Troops keep in communication with Cupboard Manager as needed for potential excess inventory March 2022 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 1st ACH Debit 5:30pm Q&A: Transacting Packages 6 7 8 9 10 11 12 5:30pm Q&A: Troop Transfers & 13 14 15 16 17 18 19 5:30pm Q&A: Troop Transfers & Transacting Packages 20 21 22 23 24 25 26 5:30pm Q&A: First day of Spring Wrapping Up the one week left! Cookie Program 27 28 29 30 31 Cookie Businesses 5:30pm Q&A: Troops locked out close Wrapping Up the of eBudde at Cookie Program 11:59pm: deadline for troops to submit ACH Credit 12 Return to Table of Contents
MARCH 28—JUNE WHAT: Package and payment reconciliation in eBudde WHY: Ensure girls receive hard earned rewards and troop has clear audit trail HOW: Match signed receipts to inventory and payment transactions and select reward choices 3/28—3/31: Update caregivers on final total packages sold, total monies paid, proceeds earned 3/28—3/31 11:59pm: Submit *ACH Credit form by 3/31 for caregivers with outstanding balances 3/28—3/31 11:59pm: Allocate all sold cookies to girls, including Digital Cookie Troop Link packages— UNSOLD inventory should be reported immediately to Cupboard Managers 3/28—3/31 11:59pm: Select final earned reward choices 3/28—3/31 11:59pm: Save copy of Sales Report for ACH/end of year reconciliation with bank account 3/31—4/4 11:59pm: SU and Cupboard review and reconciliation Week of 4/6: Final ACH Debit or Credit to troop accounts June: Recognition items distributed *ACH Credit Form (applies only to 4/6 ACH)—Submit for the following: • Report unpaid parents • Report stolen product or money • *Counterfeit bills and related bank fees ($20 bills and under) *2022 Cookie Program is final season the ACH Credit form may be submitted for counterfeit bills and bank fees April 2022 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7 8 9 SU’s locked out of Final ACH Debit eBudde at 11:59pm June 2022 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7 8 9 10 11 Recognition items distributed Return to Table of Contents 13
eBudde Service Unit How To’s Task How To SU users go to the eBudde app or to cookieportal.littlebrownie.com When logging into Login to eBudde eBudde use the same email address you use when signing into MyGS. To add user • Click Settings tab Adding Troop Users • Click Edit Settings • Click Add to all seasons • Click Update Delivery Site Managers use the Delivery tab at top left to enter the following information: • Delivery Station Phone Number • Contact Person • Delivery Ticket Spec Instr: • Comments for SU/Troops • Delivery Ticket Date/Time • Contact Name/Email address • Deliver To cookiecupboard@me.net 123 Cookie Way Enter Initial Order Delivery Site information Delivery Tab Enter the following for troops to use Delivery tab and select pickup times: • Number of Pick-Up Stations • Time Allotment • Troop Case Overflow • Date of Delivery, start/end time • for troop pickups Initial Order Review Refer to page 42 of the SU Manual in eBudde Help Center • On app, tap role to switch to lilac-colored Delivery Station • On Pick up tab, pickups listed by time • Troops check in by texting the LBB# on their confirmation Deliveries Begin • SU’s pickup tab will show troop as Checked in for • Once order is reviewed, counts correct, click troop order now Troop Initial Order • Click release, order is released and text sent to troop • Click confirmed to show orders have been confirmed by troops • Troop text 1 to confirm, text 2 if they don’t’ agree and need help 14 Return to Table of Contents *Click for a 2 minute video
eBudde Service Unit How To’s (continued) Task How To Refer to page 56 of the SU Manual in eBudde Help Center Rewards Tab Service Unit Managers back up Booth Coordinators Booth Site Tab Refer to page 57 of the SU Manual in eBudde Help Center On troops Girl Order tab • Ensure all cookies are allocated to girl and payments are reconciled • Difference line and Bal. Due total should be zero On the Reward Tab Closing Up • Ensure all reward selections are made • Follow up with troops girls with open selections, if no response please select the reward card option • On the Troop tab submit an order of “0” if troop did not participate The reports tab will allow you to print reports for your service unit. Reports Tab Refer to page 59 of the SU Manual in eBudde Help Center eBudde Troop How To’s Tabs / Tasks How To Logging into eBudde Troop users will receive an eBudde welcome email from do_not_reply@littlebrowniebakers.com To add user • Click Settings tab Adding Troop Users • Click Edit Settings • Click Add to all seasons • Click Update Init Order Initial Order - Use GSNorCal’s Troop Initial Order Worksheet calculator tool to help determine your Ideal initial order variety mix! (Video tutorial preferred over eBudde Help Center) Picking Up your Initial Order Delivery Tab (Video tutorial preferred over eBudde Help Center) 15 Return to Table of Contents *Click for a 2 minute video
eBudde Troop How To’s (continued) Task How To Allocate cookies to girls as soon as they are distributed. GSNorCal monitors this data daily Managing Orders to manage inventory across all 80 cupboards. If packages aren’t assigned they are assumed Girl Order Tab still available in the troop inventory and cupboard may not be restocked. how to allocate cookies to girls. (Video tutorial preferred over eBudde Help Center) Digital Cookie orders automatically feed into eBudde. The only action in eBudde that needs to be taken is for girl delivered (DLVR) orders: • Once parents approve an order for girl delivery, the payment will be listed under girls name Girl Orders Managing Digital Cookie • Select Cookies in the app menu Orders in eBudde • The cookies ordered will not automatically populate in eBudde as the order will be filled from cookies in your troop’s physical inventory from the initial order or cupboard orders placed • Work with girls and parents to ensure they have what they need to fill girl-delivered orders throughout the program and allocate those cookies to each girl accordingly Troop Link Orders (Video tutorial preferred over eBudde Help Center) Girl Order Tab Listing of all cookies ordered, additional cookie pickups and troop-to-troop transfers. Refer to page 86 of the Troop Manual in eBudde Help Center Transaction Tab • how to place and schedule a cookie order with the cupboard. (Video tutorial preferred over eBudde Help Center) • troop to troop transfers. (Video tutorial preferred over eBudde Help Center) Have too many cookies or need a few more of a certain variety? The Cookie Exchange feature makes it easy to connect with other troops to trade cookies during the program. Cookie Exchange Tab (Video tutorial preferred over eBudde Help Center) Initial Rewards Order and Final Rewards Order. All participating troops must verify and submit a reward order regardless of their Rewards Tab recognition plan. Refer to page 96 of the Troop Manual in eBudde Help Center Selecting Booths Round 1 - each troop may pick 6 booths within their service unit, 2 max per location Booth Sites Tab troop booth signups (Video tutorial preferred over eBudde Help Center) Also use this tab to request MySales/Individual Booth site approvals. Recording Booth Sales refer to page 64 of the Troop Manual in eBudde Help Center Finalize Order/ Payments (Video tutorial preferred over eBudde Help Center) The sales report reflects all transactions for the troop in the system. Sales Report Tab Refer to page 107 of the Troop Manual in eBudde Help Center 16 Return to Table of Contents
Digital Cookie How To’s Switch between roles Digital Cookie orders automatically feed into eBudde, making it easy to track online sales and payments all in eBudde! Troop volunteer with the help of girls set up the Troop Cookie Shop. Troop Cookie Shop is the ideal way to take in- person customer payments when 2-4 girls are participating in booths together. Girls who can’t launch their Digital Cookie Shop can contact info@gsnorcal.org for support. Task How To Volunteers receive welcome email from email.email@girlscouts.org. Click Register Now in the email Digital Cookie to create your password. Login Can’t find your invitation or forgot your password, go to digitalcookie.girlscouts.org and click the appropriate help link. • Start on troop Dashboard • Enter your troop’s zip code • Select Troop site lead “parent” of the troop Digital Cookie Cookie Link, click Save Troop Link • At next login, troop site lead opts for parent role Set Up • Then select the troop as the “girl” and proceed with troop girls to set up their troop shop (Important, keep Preferred First Name as it appears so the Troop URL is correct) Troop volunteers - remind parents to except girl delivery orders within 5 days, deliver cookies and Reminders once delivered, mark girl delivery orders as delivered. Acronyms for Digital Cookie Orders DOC Ship = Shipped order DOC Ship+ = Shipped and donated order eBudde app has same functionality as DOC DON = Donated order Digital Cookie app is used by eBudde desktop for volunteers on the go DOC In Hand = cookies in hand order girls after shop is approved and (mobile app) In Hand assumes the inventory published for customer payments has already been assigned to the girl and is ONLY a financial transaction. There will not be any inventory assigned on that line to her. DOC DLVR = In-person delivery DOC DLVR+ = In-person delivery + donated order Volunteers use eBudde for: Girls use Digital Cookie for customer • Payments from girls for packages orders: not sold through Digital Cookie • Captures customer data for next year • Physical cookie inventory to girls • Payments + Pkgs transfer to eBudde • Pkgs sold by girls at booths • DON orders • Pkgs to fulfill IN-HAND • SHIP orders and DLVR orders • Payments transfer to eBudde • Selecting reward choices • IN-HAND orders • Communications • DLVR orders 17 Return to Table of Contents
eBudde Booth Coordinator How To’s Task How To Connecting Customers: Customers searching ilovecookies.org Cookie Finder will receive two digital cookie shops and an in-person booth location. To support customers we are introducing booth naming conventions. Booth Spreadsheets need to have: Booth Spreadsheet • Proper business name • Address written for Google map search • Correct capitalization and punctuation Booth uploads are additive, if the same spreadsheet is loaded twice duplicate entries must be deleted manually by GSNorCal Product team. • Click Booth Import tab, • Click Return Error Spreadsheet box, • Click Browse and select file to upload, Import Booth Spreadsheet • Click Queue Import Job, eBudde will email when upload is done. If errors, make new document to re-upload with only booths with errors. Refer to page 58 of the SU Manual in eBudde Help Center Booth Coordinator reviews booths in their SU to verify troops have signed up for correct numbers and locations • Click Reports tab, Under Booth Scheduling Report section, • Find Troop Signup Detail and , Review Booths • Click view, remove your SU from restrict to troops in SU, • Enter SU in restrict to locations, • Check Exportable Format, • Click Generate New Report, eBudde will email when report is ready. Notify GSNorCal Product Team if changes need to be made Refer to page 57 of the SU Manual in eBudde Help Center Approve • If denying a My Sale booth request Troop My Sale/Individual provide a clear reason why it is Booth Site Request being denied. Releasing My Sale Booths Refer to page 57 of the SU Manual in eBudde Help Center 18 Return to Table of Contents
eBudde Cupboard Manager How To’s Task How To Logging into eBudde SU users go to the eBudde app or to cookieportal.littlebrownie.com Cupboard Managers use the Cupboard tab top left to enter the following information: • Location • Hours of Operation • Pick Up Slots • Add Availability Enter Cupboard Delivery • Schedule Notes Information All cupboards must have troops use eBudde to place pending cupboard orders which Order Processing and populate on the Transaction tab. Cupboard Releasing Pending Orders on Managers unpend troop orders following Transaction Tab/Pickup troop pick up, releasing the cookies to the (eBudde app) troop in eBudde. (Video tutorial preferred over eBudde Help Center) On the cupboard settings tab • click edit settings How to keep varieties • scroll to inventory updated • mark items that are no longer available • click update Care to Share packages sold directly impact our physical inventory levels. The more Care to Share packages sold, the more physical inventory we can keep on hand. Cupboard Managers Managing Inventory to aim to have remaining packages that are equal to or less than total Care to Share packages sold Care to Share for their SU. Consider asking each girl or troop who picks up cookies about their Care to Share sales total to keep them top of mind for everyone. 19 Return to Table of Contents
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