the new web-2.docx · web viewin this example we will add an order to kelley fellini’s show. to...

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Navigating the New Web 1. How to set up your Order Payment Accounts Scroll over to Business Center and click on Financial Information Click on Order Payment Accounts on the left hand side

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Page 1: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Navigating the New Web

1. How to set up your Order Payment Accounts

Scroll over to Business Center and click on Financial Information

Click on Order Payment Accounts on the left hand side

Click the link under First Time Set Up. You will see: “First time set up, Fill out and submit the online order payment account form here”

Page 2: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Follow the directions outlined afterwards to complete your order payment account set up

2. Set up your Direct Deposit

Scroll over to Business Center and click on Financial Information

Click on Direct Deposit on the left

Page 3: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the
Page 4: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Click on “Request or update your Direct Deposit Accounts”

3. How to find the Host and Guest Specials and Outside Order Forms

Scroll over Promotions and Recognition and click on Host Specials

Page 5: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Select the month you would like to see the host specials or guest specials for (you can see three months at any given time example: if it is January, then you can see January, February, and March).

Once you have selected your preferred month, use the resource section on the right to open up the PDF file for the Host special, guest special, or the outside order form. Just click on the link you want to open

Page 6: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

4. How to enter in a new show or Individual Order

Scroll over to My Shows and click on My Shows and Orders

Page 7: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

To enter in a New Individual Order click on New Individual Order. To enter in a new show click on New Show. Make sure you have: Host First Name, Last Name, Phone Number, Email Address, and Shipping Address for both shows and individual orders or you will be unable to set up a new show or enter a new individual order

5. How to add a guest to a show.

Once you have added a new show you can see that show on the My Shows and Orders page just below the orange buttons to add a new show or individual order. In this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle.

Page 8: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

This takes you to the show page. To add a new guest, click on Add Guest on the left hand side of the page.

Page 9: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

To enter a guest you need the first and last name and an e-mail address. If no e-mail address is provided you can enter in their 10 digit phone number @tpc.com (example: [email protected]). All receipts are stored under the guest e-mail. Click on Create New to add a new guest. The first and last name boxes already displayed will only search your current contact list. Once you have entered in the required information (first name, last name, email) click on Save and Continue down at the bottom of the page to return to the show page. Your guest will appear on the left hand side under the host. Guests appear in alphabetical order

Page 10: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

6. How to add an order to a show

To add an order to a show, click on the guest that you want to add items under. In this example we will be adding items to Dan Wonders cart. Click on the guest to enter their cart.

Page 11: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

If you know the item number then you can enter the item number into the box and the quantity (default is 1). When you click on the second box a third will automatically appear. When you click on the third box a fourth will automatically appear and so on and so fourth so you can enter as many items at one time as you need/want.

Click add to cart and you will see your order update. You can also quick search for products by product name if you do not know the item number.

7. How to delete an item from an order

Page 12: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Where the products are listed you will see a box all the way to the right. To delete an item simply check the box then click on update cart

8. Adding the past host number. Also depicted in the picture above is where to enter in a past host number. If you do not know that past host number then click on the link right below the box that says “Find a Host”

9. Adding the Guest Special.

Once your guests order reaches the required amount for the guest special (usually $60 before tax and shipping) the star next to guest special will turn orange and you can click on the link depicted in the picture above to add the guest special. A new window will pop up and you simply select the item the guest wants by pressing Add to Cart

Page 13: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

8. Sending E-vites for the Host

To send evites you must go to your shows and order page, then click on either the show date, show number, or show type (catalog/cooking etc) of the show you wish to send invites for (see picture below)

Clicking on one of these three links will take you to the edit show page. You must now click on “Guest List”

Page 14: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Now add your guests by clicking “add guest” and then filling out the form on the next page with at least the first name, last name and email address. Since we are sending invites it is important to have the correct email address for each guest.

Click here to add a guest

Page 15: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

If the guest you entered has already created a Pampered Chef account a screen will pop up asking you to confirm your guest. If the guest name, and email is correct, click “ok” and your guest will be added to your show

Continue adding guests until you have added all of the names on the hosts guest list. When you are ready to send your evites you need to select the guests you want to send invites to. (Click the box above the names to select all the guests or select the box next to individual names to select specific guests- see picture below)

Now in the actions tab, if you click on “select action” a drop down menu will appear and you

Page 16: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

will need to click on “Send E Invitation”

To send the email you first should select either send as the host or send as the consultant. Sending as the host has a higher probability that the email will be opened since it will appear as if the email was sent from someone they know. Also, it is a good idea to send a copy to yourself and to the host so that you have a record of what you send and the host can see it too. Click the boxes “cc to consultant” and “cc to host” to send a copy to yourself and the host. Then you need to edit the e-mail subject and subtitle. Make it something snappy that people will me more likely to open. I like to use the Host’s name in the subject title so that guests will know it comes from someone they know and hopefully will open it. Then edit what you want your email to say. The show date, time, and location will appear automatically on the evite so you don’t have to include those things in the email text. You should include a link to the show page in the email text so that people can click on it in the email and be directed directly to the show page and can place their order right out of the email! How to find the email link is explained in the next section. Before you send it you can click on “preview email” to pull up a preview of what your evite looks like. When you are ready to send, click on “send email”. See the picture below for a visual explanation:

Page 17: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Congratulations, you have just sent out your invites to everyone on the guest list!

9. Finding and Editing the show web page

First scroll over the my shows tab and click on “my shows and orders” then click on the show date, show type, or show number of the show you want to find and edit the web page for.

Page 18: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

This will open up the show home screen where you can edit the host information and address. Next click on the tab called “Show Page”

Here you can edit everything to do with the show web page on your Personal Web Site and you can find the direct URL link for guests to click on to do directly to the show page and shop online! First you will notice a box that will be checked that says “display hosts address and phone number on show page”. If you don’t want the hosts personal information published on the web for privacy issues, just uncheck the box.

Page 19: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Further down the page you can select a theme for your show if you are having one of the listed themes for your party. This will change the picture that is displayed on the show page. Just scroll over the picture of the theme you want and a box with the word “select” will appear, select it and then when the confirmation box pops up select “ok”.

Below the select theme option you have the option to change your show description and add a personal message. You can talk about what you will be doing at the show or give directions on how to order online. Once you change your show message be sure to scroll to the bottom of the page and push the save button to save your message.

After you have saved your personal message you have the option of adding a recipe to your show page. If you are making a recipe that is on the Pampered Chef web site you can enter it into the search box and add it to your show page.

Page 20: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Lastly, at the bottom of the page you will find the show URL link. You can copy and paste this into your evites so the guests will be able to click on the link in their email and go directly to the show page. You can also paste this on the event page for a facebook event or facebook invite. This is a static link and will not expire until the show has been closed.

10. How to order supplies on the new web

To order supplies you must understand that there are two types of orders and they both have their own shopping cart and they cannot be combined. If you want to order products using your consultant discount, or order the new spring/fall products you must be in the product cart. If you want to order supplies such as catalogs and order forms (or anything off of the current business supply sheet) you must be in the supplies cart. By default you will always log in with the product cart selected. The cart appears in the upper right hand side of the page. To change it to supplies, you must scroll over to the product cart; click on it and a drop down menu will appear and then click on supplies.

Page 21: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

This will take you to your supply cart page, which will most likely be empty, unless you previously added something to it and didn’t finish placing your order. Click on the highlighted words “click here to shop now” to begin your supply order.

If you are looking at the business materials order form you can just enter in the item number in the search box and under the “products” tab your item will be displayed. If you do not know the item number you can search with key words such as “catalog” or “order forms” or “recruiting booklet” and under the product tab select the item you are looking for.

Page 22: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Click on the item that you want to order and a new screen will appear. You can change the amount you want to order and then click Add to Cart.

When you click on add to cart, in the upper right hand corner you will see the drop down menu appear below your supply cart and it will say “Successfully added: name of the item you added”

To view your cart and change the quantity of an item after you have added it to your cart click on supply cart at the top right, and then click on supply cart again in the drop down menu (just like the first time). This will take you to your supply cart which now has your items added into it. To change your quantity, simply change the number in the quantity box then click on update cart. To remove an item, click on the box below the quantity display and then click update cart. If you want to add more items to your cart you can click on “continue shopping”. If you are ready to place your order click on “check out”

Page 23: the New Web-2.docx · Web viewIn this example we will add an order to Kelley Fellini’s show. To go to the show cart click on the orange shopping cart circle. This takes you to the

Follow the directions on the next several pages to complete your order: basic steps: enter name and shipping address, billing address, payment info (are you paying by order payment accounts, pc dollars or credit/debit card).

Congratulations you have placed your supply order!

*Placing a Product order is exactly the same except you must be in your product cart instead of the supply cart*