Monthly Specials and Month End Order Closing Monthly Specials are only eligible to be offered and ordered in the month listed on the Monthly Specials Flyer. At Month End, all outstanding customer orders must be added to any open parties. All Host Rewards must be processed. The deadline for this to take place is by 12:00AM EST on the 5th of the following month. Parties that are left open after this time, will be closed which could result in the forfeiture of the Host Rewards. Please ensure that all orders are completely closed by this date. Log into your online office and click on the Party tab. To enter a new Party select the Party tab and then select the Add New Event link on the right. This will bring you to the Create a New Event page. Select a Customer in the drop down box to be the host for your party and hit the next button. If you have no customers or would like to create a new host then hit the Create New Host button and it will take you to the next screen. 1 of 23 rev 02-15-16
Enter your New Host information. In the Bill Postal Code when you add the zip code the system may ask you for a Bill City if there is more than one City to select from. Enter all of the required fields denoted by a red asterisk. Please note: to the left of the Ship Street1 label there is an arrow. If the Shipping information is the same as the Billing information click on the arrow and it will fill in the Shipping information automatically for you. After entering in all of the required information hit the Save New button On this page we will create a New Event for the upcoming Party. Select the distribution type from drop down menu. Please note: the required fields as denoted by a red asterisk. There are 3 choices; 1) Direct Ship Guest where the order will be shipped directly to the guest, 2) Direct Ship Host where the order will be shipped directly to the Host, 3) Direct Ship to Consultant where the order will be directly shipped to the Consultant. If the distribution type will be a mix of shipments to guests and the host the distribution type can be changed later when entering the individual guest orders. 2 of 23 rev 02-15-16
Enter the Event (Party) Date and Party Description. Enter the Event Start typically a time is entered (e.g. 7 pm) and Event End (e.g. 9 pm). Please note that this is not a range of dates that your party can be open this is the time of your party. Enter your Contact Phone number and email address if the system does not pre-populate it for you. You can add directions to your party or other important information in the Directions box. Your Bill to and Ship to information is pre-populated but you can override any of this information if necessary. Click on Save New Event button to create the upcoming new event (party). 3 of 23 rev 02-15-16
You are now ready to enter your Guest and Hostess orders. Please Note: Do Not Enter the Host order until you have entered all of your Guest orders so that the Host will be able to take advantage of all of her Host credits and awards. Your have 5 options to choose from to start your order. They are: 1) new order which creates a new order, 2) new Host order which creates a host order and should be saved for last, 3) view all orders, 4) new Guest which creates an order for each guest and 5) view Guest to lookup an existing guest for this order. 4 of 23 rev 02-15-16
There are 2 other sections on this page. They are Upcoming Party Booking and Party Statistics. In the Upcoming Party Booking you can select on the right either new or view all. The new bookings will take you to another screen where you can enter your booking from your Party. You can also use the view all to see all of your bookings. In the Party Statistics section you can review a number of statistics including Sales, Volume and other important information. To enter a new Guest select the new Guest link on the right. 5 of 23 rev 02-15-16
Let s begin the Party Order Entry process by adding a new guest by selecting new Guest on the bottom right of the Party Orders & Host Order screen. Click on the new Guest link and you will b e taken to the New Guest entry screen. This screen is identical to the add a New Host screen except we are now going to enter your new guests that attended the party. Enter in the required information and select the Save New button at the bottom of the form. This will bring you to the next screen. From this screen you have a number of options. You can select existing customers from the drop down box under New Guest by hitting the Add button or you can hit the Create New Guest button to continue to add new guests. Note: It is highly recommended that you add all of your Party guests at this time before proceeding to entering new guest or hostess orders. Let s assume you have now added all of your guests who attended the Party. You can select either the edit or new order link next to the guest or host. Note the Host is always going to be in BOLD letters. If you select edit the following screen will appear 6 of 23 rev 02-15-16
Here you can enter information about the Date Invited, whether the Guest or Host RSVP d, whether they attended, where materials provided and other information. This screen will also allow you to start a new Party Order or Booking by selecting the new link on the bottom right. If you made any changes, select the Save Changes button. 7 of 23 rev 02-15-16
If at anytime you become confused about where you are in the Party Order Entry process you can select Home at the top of the page and you will be returned to beginning of the Party Order Entry Process for that Party. We have now entered your guests so it is now time to enter the Guest party orders. Select view Guests to display all of the guests for your party. You will see the following screen. 8 of 23 rev 02-15-16
As noted earlier we do not want to start entering orders with the Host, Marge Flower, highlighted in BOLD so let s select new order for the first guest on this screen Womble, Jean. If you had entered several guests, you would be able to select each guest in this screen and enter their party orders. We are now ready to enter a party order for this guest. If the party guest would like to change their shipping preference, then select a new preference in the Shipping drop down box. For this party order we will keep the default Direct Ship Host and select the Start Order button. On the next screen you will start to enter your guest purchase by adding items to the guest order. 9 of 23 rev 02-15-16
To add items to this order you can use the Quick Add feature if you know the item number of your can click on the link Click Here to Add Products from the List seen on the top right of the Products section. Click on the Add Product from List and you will see this page. 10 of 23 rev 02-15-16
Enter the quantity for each product the guest has ordered and select the save changes button on the bottom of the page. 11 of 23 rev 02-15-16
You will see your Current Product on Order has the items that you have selected for that guest purchase. If you have no other item changes then select the Finish Changes button to complete item purchase process. The next screen will show you what guest products have been selected for purchase. 12 of 23 rev 02-15-16
In the Products section you will see a large red X next to each item. Select the X if you would like to delete that item or you can Click on the Click Here to Add Product from List once again to add more products to the guest order. If you would like to add Order Notes you can do so by entering text into the Order Note section. Please note that this is for your own personal viewing only. Anything typed in this area will NOT appear on the order/packing slip to the customer. On your right you will now see the Subtotal, Shipping, Tax and Grand Total including Balance due for this guest order. 13 of 23 rev 02-15-16
The next step is to enter payment information for the guest order by selecting the new Credit Card payment in the Payments section. The next screen you will enter you credit card information Enter your credit card information and select Save Payment. The above credit card will be charged immediately. Important Notes: Each guest may pay for their order with their personal credit card or the Host may collect a combination of money from their guests and credit card payment information. If the guest would like to have their order shipped immediately then follow the above process for that guest order by entering the payment information and select save payment which will then process the payment for that guest order. Most Hosts will wait a few days to Close the party to add any outside orders and collect additional Hostess Awards. When you Close a party all of the guest orders are automatically posted and available for shipment. After you have entered all of your guest orders for the party it is time to add the Host order and take advantage of the Host credits and awards. Select the Home button to go back to the original Party Order page 14 of 23 rev 02-15-16
In the Party Orders & Host Order form select new Host order. You will see the following screen. The Party Guest should have the Host selected in the drop down box. Select the Shipping method in the Shipping drop down box and select the Start Order button. You will be brought to the screen below. 15 of 23 rev 02-15-16
This is the same screen that you entered your guest order information into but now we will enter the host guest order as well as Add and Edit Host Rewards in the Products section. First click on the link Click Here to Add and Edit Host Rewards. This will bring up a screen that tells you what Hostess rewards you have earned at your party. As you can see on the above screen you are eligible for 2 Host Rewards. The first is a 40% discount on all items that you personally order and the second is $80 free product. Let s select the first 40% reward by hitting the first Select Reward link. 16 of 23 rev 02-15-16
As you can see on this screen you can now purchase any product for a 40% discount. Next select what products you would like to purchase at 40% off. Enter the quantities on the right and select Save Changes. You will be brought back to the Host Rewards Earned screen once again. Note: the 40% discount Select Reward link has changed colors to denote you have already selected that award. Select the free product by selecting the Select Reward link. This will bring you to this page. 17 of 23 rev 02-15-16
Once again select any item for free up to $80. If you exceed the $80 Host reward you will be charged for the difference. Enter the quantity and select the Save Changes button. You will now see a summary page of your Host Rewards. 18 of 23 rev 02-15-16
On this screen you can add, change and delete your Host Reward items. If you need to change a host reward, you will need to go back into the link click here to edit/add host rewards and change the quantity of the item and click on save changes. Also note each item displays the actual item price and what you paid based on the selected Host Rewards. The final step is to pay for the Host order by credit card. Select the link new Credit Card payment in the Payments section. 19 of 23 rev 02-15-16
Enter your credit card information into this screen and select the Save Payment button to immediately charge your credit card. Please Note: The credit card number MUST match the billing address that the credit card company uses or the credit card will decline. At any point in the order process you can return back to your Summary Party Order by selecting the Home button at the top of the screen. By selecting the Home button, you will be brought back to your Party Order. 20 of 23 rev 02-15-16
If you have entered all of your guest orders and host order and you would like to close the Party, then select the Close Party button at the bottom of the screen. If you have additional outside orders that you want to add to this party, then do not close the party until you have added all of your orders. When you select the Close Party button you will see the following screen. You will need to validate the Host Rewards for the Party by selecting the Validate Rewards button. This will show you the following screen. If there were any errors on this screen you would have to edit your order to correct them. On this Party Order there is a balance due therefore a credit card payment is required to close this party. The default payment type is credit card. Select the Make Payment and Close Party button. You will be brought to the Add Party Payment screen. 21 of 23 rev 02-15-16
You will enter in the credit card information and select the Save Payment button to process the payment. There will be a congratulation page that your orders have been processed and posted and they will be shipped as soon as possible. If you need to go back at any point to a host or guest profile to add missing information like an email, work phone number, etc you would leave the party order entry process and select Customers from the tabs at the top of the Online Office navigation bar. 22 of 23 rev 02-15-16
After selecting the Customers tab look for the customer number on the left of the screen and then select edit profile in the middle of the screen for that customer. You will then see the Edit Customer Profile screen below. Add additional customer information to this screen and select save changes after you are done. You can now return to your Party Order entry if you have other Party Orders to enter. Important Notes: If you enter a credit and it declines for you, the customer may see a temporary authorization if he/she goes online and checks their statement. This does not go thru and the customer will NOT be charged. The credit card company usually takes 3-5 business days to drop this from their online statement. Debit Cards: If you are using a debit card, please be extra cautious if it declines and not submit it again. If you do, the bank will place a hold on the funds even though it will not charge for the 3-5 business days. If we have a special currently running and it doesn t show up on your customer order, please do NOT post the order. Please contact customer service to adjust. Otherwise, it may be too late and your customer will not receive the item on special. Monthly Specials are only eligible to be offered and ordered in the month listed on the Monthly Specials Flyer. At Month End, all outstanding customer orders must be added to any open parties. All Host Rewards must be processed. The deadline for this to take place is by 12:00AM EST on the 5th of the following month. Parties that are left open after this time will be closed which could result in the forfeiture of the Host Rewards. Please ensure that all orders are completely closed by this date. 23 of 23 rev 02-15-16