1 P a g e. NVO Manual

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George Jefferson
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1 1 P a g e NVO Manual

2 Table of Contents Dashboard... 3 Summary... 3 Rank Qualification... 4 Getting Started... 5 Member News... 6 Message Center... 7 My Organization... 8 Downline Viewer... 8 Reports... 9 Classic Downline Viewer... 9 Quick Order Checkout process Spilt Payments Promo Prompt Essential Rewards My Monthly Order Reward Points Member resources Member resources Link Builder My Account My Profile My Commissions My Order History My Address Book My Wallet Voucher History My Preferences P a g e

Dashboard Summary Summary will show the following: o Summary is the main page of the Virtual Office. This is what you will see when you go to the home page of the Virtual Office.

3 Dashboard Summary Summary will show the following: o Summary is the main page of the Virtual Office. This is what you will see when you go to the home page of the Virtual Office. OGV PV PGV Qualified Rank OGV History (These are broken down by month) My Organization o Number of members that are in your downline o New members that have joined for that month Message Center o Unread messages o Important messages 3 P a g e

Rank Qualification Rank Qualification will show the following: Title Rank (current rank) Title Volume o PV for the month o OGV for the month o PGV for the month Map of what you need to reach you next

4 Rank Qualification Rank Qualification will show the following: Title Rank (current rank) Title Volume o PV for the month o OGV for the month o PGV for the month Map of what you need to reach you next level (Everything will be colored in if you are meeting this requirement, if you are not it will be grayed out) Next rank title Commission Summary o Gives you the current Unilevel commission in black and the extra levels when the next rank is achieved. Qualification Requirements: o o Personal Volume Let you know how much PV you need to have for the next Rank Shows how much you have already earned Organization Volume Shows how much OGV you already have Shows how much OGV you still need to reach the next rank 4 P a g e

5 Getting Started Getting Started will show the following: This page has tutorial videos of how to get started on the new virtual office. Click on the links to watch the videos and the Young Living logo will fill up accordingly. 5 P a g e

6 Member News Member News will show the following: This tab is where you will be able to find news about Young Living. This is the Equivalent of what we have currently as a default in the old V.O. you can also find out the Promotions for that month under this tab. This Tab is managed by the European Marketing Department. 6 P a g e

7 Message Center Message Center: This tab is where you are able to send messages to other people in Young Living. You can also save messages and delete them as well. 7 P a g e

My Organization Downline Viewer Downline will show the following: All of the members that are in you downline How many PV the downline has purchased for that month The OGV and PGV for each member in

8 My Organization Downline Viewer Downline will show the following: All of the members that are in you downline How many PV the downline has purchased for that month The OGV and PGV for each member in your downline The date of the member's autoship (if they have one) Actions: Message, Member Info, Personally Enrolled, Qualification Status You are also able to click on a downline. In a new window, information will come up about that member. It will show the following: Member Information Rank Qualification Notes Sponsor Path 8 P a g e

Reports Reports will show the following: Various reports you can use to organise and manage your downline, like: New members Leaders Accounts with Autoship Accounts on

9 Reports Reports will show the following: Various reports you can use to organise and manage your downline, like: New members Leaders Accounts with Autoship Accounts on hold About to go Inactive Missing Autoship for the current month. Classic Downline Viewer This will open a new window with the old Downline Viewer as in the CVO. 9 P a g e

10 Quick Order The Quick Order page will show the following: Quick order is how you can place a Regular or Reward Point order. In this tab you can choose to combine a Regular order with a Reward Point order. If you choose this, the amount you choose to use in reward points on this order will be deducted from your total PV on the order. Under this tab you will have several search options. You can use the product search at the top of the screen to type in the specific item or code you are looking for. There are also category tabs that you will be able to click on. At the bottom of this screen, you will see you Basket: Product selections Quantity Item PV Price PV subtotal Subtotal Checkout Option 10 P a g e

11 Checkout process Step 1 - Delivery This is where you choose the Shipping Address and the Shipping Method Step 2 Payment Here you can choose the payment method and can choose for split payments. If PV Points are available you can use them here. 11 P a g e

12 Spilt Payments You can choose to spilt their payments. This way you can pay with 2 Credit Cards. You have to click the Split Payment button to create a second payment method. Step 3 Order Summary This is an overview of all the options and products for this order. When you click Place Order the order will be final. 12 P a g e

Promo Prompt Promo Prompt will automatically upsell, when your cart total is within 20% of the PV level required to qualify for a promotional reward.

13 Promo Prompt Promo Prompt will automatically upsell, when your cart total is within 20% of the PV level required to qualify for a promotional reward. Promo Prompt shows as a popup at the first step of the checkout process The Promo Prompt popup will display the closest current promotion Applies to standard orders Notify of how many points needed to add to qualify Call to action to keep shopping to qualify Promo Prompt does not display for the ER template *Note: At this time, the Promo Prompt will appear only once for a single promo level. If you add enough product to get close to the next level you will NOT be prompted a second or third time. (This is so as to not spam you with too many upsell messages. We hope to test multiple level prompts in the future.) 13 P a g e

Essential Rewards My Monthly Order This is where you can create or edit your Autoship order. You can change all information by clicking on Edit Monthly Order.

14 Essential Rewards My Monthly Order This is where you can create or edit your Autoship order. You can change all information by clicking on Edit Monthly Order. This will take you through all the steps in the ER Order. Be aware that you have to click through all the steps to successfully save the changes you have made. When clicking on Change Delivery you can change the Shipping Address and the Shipping Method. 14 P a g e

To manually process the order for the current month click Process Today.

15 Change Payment will bring you to the Payment Options Change Processing Date will bring up a calendar window where a new date can be chosen. To manually process the order for the current month click Process Today. This will Process the order how it is saved at that moment, YOU CANNOT CHANGE THE ORDER DURING THIS PROCESS. The last option is to use a Grace Month by clicking on this button. 15 P a g e

16 Reward Points This will show you the following: Summary: Balance, Expiring Points, Percentage, Consecutive Month of A/S Redeem Points Points History How to Use Points and FAQ s about points 16 P a g e

17 PV Assistant The PV Assistant can be used to add products to the A/S order in the situation where products go out of stock when the order is processed. You can edit the following: PV Goal: How many PV should the order be Products: Which products can be added to the order automatically. Products will be added from the top down and the system does not look at the amount of PV missing. It will just add products until the desired Goal is met. 17 P a g e

18 Member resources Member resources This has the same information as this tab in the CVO. The member can find a lot of information here like: Monthly Promotion Flyer Brochures Pricelists Compensation Plan Information Legal Forms Link Builder Here you can build a direct link to the enrollment page with their details filled out automatically, which can be shared via websites, and social media. 18 P a g e

19 My Account My Profile This page will show all the standard information on the Members account. 19 P a g e

My Commissions This will show an overview of all commissions of the last 3 years. The separate calculations can be printed by clicking on the cheque number.

20 My Commissions This will show an overview of all commissions of the last 3 years. The separate calculations can be printed by clicking on the cheque number. My Order History This gives an overview of all the orders the member made. By clicking on the black arrow (), it will give a short summary of the shipping details and if applicable the tracking information. 20 P a g e

21 By clicking on the order number the complete order details will be opened and here it is possible the print on overview of the order. My Address Book Here all the SHIPPING Addresses are shown and can be edit/cancelled or added. The green tick indicates the default shipping address. 21 P a g e

22 My Wallet The page where Payment Methods can be added/edited or cancelled. The green lorry indicates the payment method for Autoship and the green tick indicates the default payment method. Voucher History Overview of all earned voucher it will also show: Issue Date Amount Expiration Redeemed by Redeemed Date 22 P a g e

23 My Preferences Here all the details that will be shared can be edited. 23 P a g e

Training Manual. Wholesale Customers Accounts. o Primary and Co-Applicants o Terminated Accounts o Account Transfers Checking Ranks

Training Manual. Wholesale Customers Accounts. o Primary and Co-Applicants o Terminated Accounts o Account Transfers Checking Ranks Training Manual Wholesale Customers Accounts o Primary and Co-Applicants o Terminated Accounts o Account Transfers Checking Ranks Retail Customers Enjoy doterra products at retail prices Wholesale Customers