FAQ
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 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”.
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.
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!
If they absolutely do not have an email you can contact the office for your options.
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 Items Leaving List on the Product Updates page on Pantry Academy.
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.
Support will send out an email and text when the schedule is ready, usually the Tuesday after your orders close.
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.
They are under the dropdown menu for Managing My Business: Reminder Scripts. Text ScriptsEmail Scripts