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Customer Portal Instructions

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Presentation on theme: "Customer Portal Instructions"— Presentation transcript:

1 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 … 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 . You may want to check spam or junk mail. This depends on your security settings.

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

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

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

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

6 Customer Portal Instructions
Main Page Click for contract information

7 Customer Portal Instructions
Click sales basics to view contract

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

9 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.

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

11 Customer Portal Instructions
Click to review reports

12 Customer Portal Instructions
Click report

13 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

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

15 Customer Portal Instructions

16 Customer Portal Instructions
Click report

17 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 s or texts to friends. This report will let you keep track of any seller s going out to friends and family for your records. 36 total s generated for this account to date.

18 Customer Portal Instructions
Click report

19 Customer Portal Instructions
Click to Track Order Click to View Order

20 Customer Portal Instructions
Tracking for each shipment available

21 Customer Portal Instructions
Print your own dance or drawing tickets.

22 Customer Portal Instructions
Thank you! For working with Yankee Candle


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