Commission
You can request your commission in the withdrawals section on the dashboard as a credit or a deposit. More Info Here
Yes, you can. If you assign commission to yourself to cover your order BEFORE order payments are processed, it will automatically apply the credit.
If you assign the credit AFTER your orders are shipped, you’ll need to notify the office to apply that credit manually to your order before your net 10 is due.
Net 10
In your rep portal, go to your REPORTS and select the Commissions/Net 10 report. Then choose the catalog you want your total for and click FILTER.
Or view your Net 10 total on the Commission Tab in your portal
Yes, you can! If you assign commission to yourself to cover your order BEFORE order payments are processed, the credit will automatically be applied.
If you assign the credit AFTER your orders are shipped, you’ll need to notify the office to apply that credit manually to your order before your net 10 is due.
Ordering
Go to the Sales By Customer report or in the customer’s order history under the customer’s account.
In the Customers Active in the Last Six Months report.
In your Portal, click the Profile icon on the left menu, check the box for “Receive Email Notification When Customers Place Orders,” and click submit to save.
Use item #1337 Extra Catalogs to add extra catalogs to your order. They come in bundles of 10 for $2.50 and are NOT preprinted with your personal info.
Payments
Credits apply when we process payments for your orders on Friday after they close. Credits are always used first before any form of payment.
If you need a credit applied to an already shipped order with a balance due, email the office ([email protected]) once you’ve assigned the credit. Give them your name, order #, and amount of credit.
Go to Orders in your portal and type “Declined” in the Search bar.
We will notify you by text/email if you have declined orders by the Monday of your delivery week.
We will automatically move any declined orders to Net 10 at that time.
If your customer wants to update their credit card info online instead of paying you directly, have them add the new payment on the Payments tab, change the payment method on the declined invoice, and notify you when this has been done. Then, you will go to the Declined Invoices hotlink and fill out the form to request the office to process the new payment for the declined order. The office will let you know when the payment has been processed successfully. **This needs to be done before your Net 10 due date or 10 days after your delivery.
Find More Info Here:How to Handle Declined Payments
Go to the Withdrawals page. Choose Withdraw Your Commission as Alison’s Pantry Credit. From the drop-down box, choose the customer’s name, enter the dollar amount, and then click on Assign Credit.
Step 1: Log in to your portal. Select your customer and click “Create Order”.
Step 2: Click on “My Account: Hi XXX,” then select the Order History tab.
Step 3: Find the most recent order OR the declined order and select “Change Payment Method.”
Customers
Click on the customer. Scroll down to the status box. Uncheck it. Then, click the green submit button below.
**Be sure to remove them from your catalog mailings first, or they will continue to get the mailed catalog.**
There is no way to “delete” a customer account, they can only be deactivated. If someone has passed away, you can add “deceased” to their name.
In the Sales By Customer Report Or in the customer’s Order History under the customer’s account.
In the Customers Active in the Last Six Months report.
Please have your customer contact your RSM to change reps.
Contact your RSM if you get a duplicate email error. This usually means the customer already has an account and needs it activated or moved to you as the rep.
Be sure to let your customer know that creating an account does NOT sign them up for our email list. They will only receive notifications when their order is placed or shipped. Try to get their actual email address!
If they absolutely do not have an email, you can contact your RSM for your options.
Products
Download all invoices since the last cut-off date. Hit control F and then type in the item name or item number.
First, check with the 2 reps before and after you on the delivery schedule.
Then, fill out the Short form on this page: Product Issues.
- Be sure to click on the item to see if there are any notes on why.
- Sign up for the Back In Stock Notification.
- Offer your customer something similar or another alternative product.
All catalog items will be published on the website at the start date at the top of the catalog.
Please click on the item to view any notes if the product is out of stock.
Schedules
Ordering Schedules: Click here to find the yearly ordering schedule calendar.
Delivery Schedule: View your monthly delivery schedule here, the week your orders close, and the week of your delivery.
The office will send an email and text when the schedule is ready, usually on Tuesday after your orders close.
You can always view the current week and pending week schedules here: Delivery Schedules
The delivery routes may change each month based on new and quitting reps, so we can fit them into the route.
They can also be adjusted due to order sizes so that the trucks are not overweight.