Start a party •Either search by name of an existing host or you may create a new one. •When creating a new host, a password is required for them. Keep it simple as this will allow them to log into a host portal to view more details (to be completed)
Options – Buttons •Once a host is set up, there are options. •Save and come back later •Set up the e-vites and host evite, but simply picking one of the templates and adding email contacts. Track who is attending by viewing the tracking window. •When coming back to your party, you simply type the host name in the search and click on the view party summary. This is where you can continue to add orders and view hosts rewards.
Use an E-Vite or Party Link •Step 1. Simply pick the e-vite template. You may view the sample and then simply add your contacts. •Included is also a party URL, that allows you to copy and paste the link to be shared on social sites, texting or through email. •Note: You may always come back to this step after your party is created by simply opening the party and clicking on the “Save and Send Invites”.
Add Customer Orders •Step 2 is to begin adding new or existing customers and their orders.
Shipping Options •Step 3 is to determine your customer shipping options and begin adding products to the order. Customer orders have three shipping options.
Adding Product •Step 3. The shopping experience is the same throughout all the different types of orders. •Product may be searched by category and image. •Tip: Add all the item quantities as you scroll through the page, and simple click on add to order one time on the last item and all items will be added to the shopping cart
•Product may be searched by entering the item number.
Adding More Customers •Payment does not have to be made until the order is ready. •Statuses: •Enter – order has not been paid for with a cc OR it has been paid for with Party Cash. Order will not ship in this status •Posted – credit card or credit balance was used. Order is closed •Shipped – Order has left Pink Zebra. Tracking number may be found by viewing the invoice
•Once a payment is made with a credit card or credit balance the order is posted.
•Order may be edited or voided in this stage in your party process.
Types of Payment Methods •Billing information is populated when you set up the customer, host or yourself (My Account>Home Office Profile). •Or may be added at the time to payment is made. •Payment Type •Credit Card – card must be valid and approved. Status will move to Posted. •Party Payment – used when you collect cash from a customer. Once approved status will remain Entered, until Party Settlement has been completed. •Credit Balance – if a balance is on account, it may be used as a credit. Status will move to Posted.
Review and Payments •This step allows you to view all orders before proceeding to the Host Order.
Adding The Host Order •Step 4. Proceed to Host Order. The shopping experience is consistent with the customer. •No more customer orders may be added once this step is clicked. •Host may create their own product order from the catalog. •Host will redeem 50% Off, Host Free and Host Specials during this process by clicking on the blue buttons and adding the appropriate items. Items may be searched or an item number may be added.
Host Order View •Notice that the host has added other products along with the 50% off and Host Free items. •The next step is to make payment on the host order as is consistent with the other payment steps.
Settle Party •This is the final step to complete the party and assure that your sales volume and base commission is recorded. •Click on the Settle Party button
Settle Party •A summary screen populates showing the sales, and your retained commission at 25% (Party Profit). •Print this grid for reference. •You must have a valid credit card setup in your My Account>Home Office Profile to complete the party settlement (whether a charge is being made or a credit to commissions). •If you do not have a credit card set up, there will be a red message above the Settle Party button and the party cannot be completed until one is set up. •Once ready to settle the party, click on Settle Party button at the end of the page
Message Your Credit Card is Being Charged •At this point the message appears that your default credit card is going to be charged the amount noted on the grid. •If you are receiving a credit, you still need to complete the process, but the credit card is not charged, but it assigns the sale to your adjustment report for commissions. •If amount is owed, your credit card will be charged the difference and you retain the 25%.
Reports For Party & Customer •Once your party is posted you may go to Reports>Party Report and you will see a date added to the Post Date. •All parties are made up of customer orders. Once a customer order is posted (even if the full party is not posted), you may view and track the status. •Go to Reports>Orders>Customer Orders (default is My Orders). •Click Process. May sort any column. View order status, and click on any order with an underscore and it opens the invoice. •TIP: Once status has changed to shipped, click on the order and you will see an active tracking number that may be viewed and tracked.