FAQ

Commission

Request it in the withdrawals section on the dashboard. 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.

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, go to the Profile icon on the left menu and check the box for “Receive Email Notification When Customers Place Orders” then click submit to save.

Use item #1337 Extra Catalogs to add extra catalogs to your personal 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 the 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, contact the office once you’ve assigned it.

Go to Orders in your portal and search “Declined”

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 would rather update their credit card info online instead of paying you directly, be sure to have that submitted and notify LORI before your net 10 due date or 10 days after your delivery.

Find More Info Here:How to Handle Declined Payments

Go to withdrawals.  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: Login 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”.

View more info here

Net 10

Go to your REPORTS and select the Commissions report. Then choose the catalog you want your total for and click FILTER.

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.

Products

Download all invoices since last cut off date.  Hit control F and then type in the item or item #.

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 into the item to see if there are any notes on why.

Signup 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.

You can also check the Product Changes page on Pantry Academy.

Schedules

You can find the schedules using your “Schedules” icon on your dashboard or going to “Schedules” at the top of Pantry Academy. Or View Here.

support will send out an email and text when the schedule is ready after your orders close, usualy Tuesday.

You can always view the current week and pending week schedules here: Delivery Schedules

The delivery routes 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.

Customers

Click on the customer. Scroll down to the status box.  Uncheck it. Then hit 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 cusotmer contact the office to change reps. 801.796.6411 or [email protected]

Contact the office if you get a duplicate email error. This usually means the customer already has an account and either needs it activated or moved to you as the rep.

You can create a fake email using @alisonsreps.com.

Be sure to let them 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!

  • Where do I find the link to the text and email reminders for customers for the month?  They are under the dropdown menu for Managing My Business: Reminder Scripts. Text Scripts Email Scripts