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Troop Cookie Managers and Leaders,
We’re seeing a lot of comments and confusion about money. First, DON’T PANIC!
Below, we’ll discuss the ACH pull #1, how you can see if you are scheduled for a pull, and how you can look at balances due.
There are two great reports in Smart Cookies called the Troop Balance Summary and the Girl Balance Summary. Smart Cookies is our main source of tracking information and what we use to manage the entire Cookie Program.
You can access both reports by logging into Smart Cookies and going to the reports tab. Click Current.
Once the reports menu is up, you’ll see a list of reports in alpha order.
TO SEE IF YOUR TROOP IS SCHEDULED FOR THE ACH PULL #1
Remember the first pull is happening beginning Tuesday. You should be making ongoing cash / check deposits into your troop account.
- Run the Troop Balance Summary Report.
- Look at the total number of packages assigned to your troop (shortcut—look at the troop proceeds because they are the same number.
- Scroll to the bottom of all the financial transactions and see the total.
Is the financial total greater than the number of packages assigned to your troop?
YES: Your troop will NOT see an ACH pull.
NO: We will take the number of packages assigned to your troop, subtract any credits, and that’s the amount of your ACH pull.
TO SEE EACH GIRL’S FINANCIAL STATUS
Before you run the report, remember that Smart Cookies only knows what you tell it. It’s important you tell Smart Cookies everything you need to.
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Do your girls have Cookie Shares in Digital Cookie (both Direct Ship and Girl Delivery) that aren’t already counted? If so, you need to assign them to the girl. To see your girls' orders in Digital Cookie, log into Digital Cookie as the troop. On the dashboard, scroll down to the All Order Data report and click Get Report. This will open in an excel document you can sort by girl. In the donation column, you'll see the number of Cookie Shares the girl's customers have ordered.
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Once you know the total of Cookie Shares by girl using the DC24 report, in Smart Cookies go to the Orders tab, choose Virtual Cookie Share, and add the number of shares. If she has in person Cookie Shares, just add these into the same column as well.
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Have you added Cash/Check payments to Smart Cookies? Credit Card payments are automatically applied; Cash/Check payments are not. If your family’s turned in any cash/checks you must enter a Girl Financial Transaction for this report to be correct. For instructions on how to enter a Girl Financial Transaction, see Tracking Family Money on page 30 of our Troop Cookie Manager Handbook.
If you want to see everyone in the troop, run the report without any filters; just click View Report. The girls are listed in alpha order by first name. If you just want to see one girl, enter her first and last name as it’s listed in Smart Cookies in the appropriate space and then click View Report.
The FIXIT Form
We continue to work through the FIXIT Forms we have received. Thanks for your patience as you wait for a reach out and next steps. If you need something fixed and didn't put in a form, please email cookies@gsksmo.org.
Important Dates & Opportunities
Planned Order Deadline is 9:00 pm TONIGHT, February 18. Remember, this is the last week to make a Planned Order with pickup at a Service Unit Cupboard. Our council (Fry Wagner / Prairie Schooner) and Regional (Topeka, Manhattan & St. Joseph) cupboards will have one more opportunity to order next Sunday night, February 25.
Bling Your Booth Round #1 Entry is 11:59 pm, TOMORROW, February 19. We are getting some great entries! See all the details and how to enter now.
Cookie Coach - Open Q&A Forum is TOMORROW, February 19 at 6:00 pm. Come join us if you have any questions. We'll be there to support you! Here's the link to join us.
Booth Sales continue... don't forget about the marketing support resources. There's some great resources available to use as you begin to wrap up your inventory.
Need help? Email cookies@gsksmo.org
Thank you!
The Product Program Team
PS - Looking for past Cookiegrams or other resources? You can find these on our volunteer cookie web page. This page includes the Troop Cookie Manager Handbook, calendar and more.
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