Customer Portal Instructions

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Presentation transcript:

Customer Portal Instructions The following guideline will help you navigate through your Group Customer Portal. Please secure your Group Number and Password for further use. You may however share this portal with your board or chair people. Forward email… If you have any questions please contact your sales representative. By now you should have received your User Name and Password. Please contact your sales representative to resend your set of Id numbers; if you cannot locate in email. You may want to check spam or junk mail. This depends on your security settings.

Customer Portal Instructions Email sent to you by Yankee Candle Click to go to Customer Portal Copy and Paste to portal.

Customer Portal Instructions portal.yankeecandlefundraising.com Copy and Paste from email

Customer Portal Instructions Main Page Click for overview As you click on a title it will expand or shrink

Customer Portal Instructions Overview Click to shrink A breakdown of catalog sales vs. online web orders Print out for your next meeting.

Customer Portal Instructions Main Page Click for contract information

Customer Portal Instructions Click sales basics to view contract

Customer Portal Instructions Click to Shrink Basic Contract Information Please check materials, shipping and billing addresses Any questions or concerns notify your sales representative.

Customer Portal Instructions Sales Basics Click to Shrink Very Important: Confirm who online checks are made payable too. Important: Seller count correct, we will ship sales packets from this number. Any questions or concerns notify your sales representative.

Customer Portal Instructions Click to review activity Tracking numbers for shipments Click to review current invoice Make sure your materials are correct

Customer Portal Instructions Click to review reports

Customer Portal Instructions Click report

Customer Portal Instructions Tally Details Online and Web sales Combined Customer Portal Instructions Click to view order Note: The Tally Details will not be active until Yankee Candle receives and tallies all catalog orders into the system. All web orders are visible on the Web Sales Detail Report daily

Customer Portal Instructions To review and print a seller’s Catalog Order Form

Customer Portal Instructions

Customer Portal Instructions Click report

Customer Portal Instructions If Sellers name appears on list, seller registered on mobile app or online in Seller’s Login. If number appears in columns, seller sent out emails or texts to friends. This report will let you keep track of any seller emails going out to friends and family for your records. 36 total emails generated for this account to date.

Customer Portal Instructions Click report

Customer Portal Instructions Click to Track Order Click to View Order

Customer Portal Instructions Tracking for each shipment available

Customer Portal Instructions Print your own dance or drawing tickets.

Customer Portal Instructions Thank you! For working with Yankee Candle