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BOSO TREASURER WORKSHOP BOSO TREASURER WORKSHOP

BOSO TREASURER WORKSHOP - PDF document

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Uploaded On 2021-08-11

BOSO TREASURER WORKSHOP - PPT Presentation

WWWPURDUEEDUBOSOBOSO COOLCOMMERCELOG INTO MYPURDUELOG INTO COOLCOOL MAIN PAGEcommerce works similar to COOLChoose the Organization Name and Account you wish to use Some students are in multiple clu ID: 861851

front item 147 store item front store 147 149 boso items order purchase 148 note limit add commerce page

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1 BOSO TREASURER WORKSHOP WWW.PURDUE.EDU/B
BOSO TREASURER WORKSHOP WWW.PURDUE.EDU/BOSO BOSO & COOLCOMMERCE LOG INTO MYPURDUE LOG INTO COOL COOL MAIN PAGE commerce works similar to COOL.Choose the Organization Name and Account you wish to use. Some students are in multiple clubs.commerce is only available on your organizations general account or Charity accounts with approved

2 events in BoilerLink, not SOGA or OEG a
events in BoilerLink, not SOGA or OEG accounts. COMMERCE LOG INChoose the Commerce Tab Use this URL for club storefront page. It is not for specific items. COMMERCE OVER VIEW CREATING A NEW ITEM FOR SALE OR COLLECTING DUES Select the ‘Catalog Items in Process’ tab then ‘ADD’ icon. Reminder, you must have the im

3 age (*.JPGS) on your computer in order t
age (*.JPGS) on your computer in order to be able to attach to the item you are selling on your storefront. ADD AN ITEM Give an ‘ Item Description Brief ’ This will show on the store front as item title. Required Categories: CategoryIncome AccountSales Tax(will be assessed based on income code)Item CostUnits (each, pa

4 ir, box)Item Description Full (Full desc
ir, box)Item Description Full (Full description of item details for store frontStart/End Date (store front item will be available during these dates) Non Required Categories: Shipping Costs (Not Required, Club is responsible for shipping.)Shipping osts Per (item or order)Serialize Item: Order for item has quantity 10, serialization

5 allows club to track when items are comp
allows club to track when items are completed. Serialized items have scanable, unique bar codesGenerate Certificate: Creates a ticket. Must have image for item AND organization loaded to generate ticket. Has bar scanablebar codes • Active - On/Off switch for store front • Members Only Area – Item is restricted to som

6 eone who has “member only” acc
eone who has “member only” access. Item can NOT be seen by NonMembers • Limit to University Email - Only individuals with a Purdue email will have access to item • Allow Customer Note If you are requesting additional information from customer this will allow them to submit a note on order. Ex: banquet dinner pref

7 erencechicken or ham • Limit Indivi
erencechicken or ham • Limit Individual Purchase Limits the total number if items that an individual can purchase. • Limit Individual Purchase Quantity Limiting number for “Limit Individual Purchase” • Limit Order Purchase Limits the number of an item that can be purchased in a single order • Limit Order

8 Purchase Quantity - Limiting number for
Purchase Quantity - Limiting number for “Limit Order Purchase” (How Many?) • Pick up Location - Where and when can item be picked up • Note - This will put a small line note under image of store front item • Internal Note - This is organizational note onlythis will not show up on store front and BOSO will no

9 t have access to see this note Complete
t have access to see this note Complete all above fields and click “continue” ADDING AN ITEMCON’T After you have clicked “continue” you will come to the page to add your image and inventory . Images must be jpegs onlyYou can have multiple line items for inventoryclick on “add icon” to add inventory

10 . Ex: , Med, SmallComplete all fieldsche
. Ex: , Med, SmallComplete all fieldscheck “Email notice to officers for approval” for second officer review and approvala second approval is NOT required by BOSOWhen ready for store frontcheck “Ready for Business Office ApprovalSAVE this will submit item to BOSO for review and approvalImages for store front are not re

11 quired, however they are highly recommen
quired, however they are highly recommended for marketing purposes Ready for Business Office ApprovalAdds item to “Ready for Approval “ on BOSO sideEmail Notice to Officers for ApprovalWill send email to other officers (president, advisor) for review and approval. It is not mandatory.Thumbnail ImagesAdd image for store fr

12 ont itemInventoryThis is where you add y
ont itemInventoryThis is where you add your inventory for merchandise salesSaveClick Save and this will submit item to BOSO for reviewPREORDERS FOR MERCHANDISE CAN BE SUBMITTED ON TOOCOOLWITH THE FOLLOWING INFORMATION:1. CLEARLY STATE IN DESCRIPTION IT IS FOR PREORDERITEMS NOT IN STOCK2. GIVE DATE WHEN ITEM WILL BE READY FOR PICKUP O

13 R COMMERCE TABS Orders In ProcessOvervi
R COMMERCE TABS Orders In ProcessOverview of orders that customers have submitted club has not marked as filled. To mark as fulfilledclick on edit order buttoncheck shippeddeliveredcompleted. Fulfilled Orders Orders that have been completed. Click on magnifying glass to view who and when completed. Catalog Items in ProcessShows w

14 hat items are currently pending to go ou
hat items are currently pending to go out on the TooCoolstore front. They will move to Catalog Items once BOSO has approved. Only the person that created the item can edit. To access TooCOOLStore front go to www.purdue.edu/boso Then click on TooCoolStore Front tile. STORE FRONTDIRECT URL FOR ORGANIZATION PAGE Once you have created

15 your store front and BOSO has approved,
your store front and BOSO has approved, you can retrieve the direct URL to your organizations page from your COOL homepage. THE COOL URL WILL BRING YOU TO YOUR ORGANIZATIONS “HOME” PAGE. ALL ACTIVE STORE FRONT ITEMS WILL BE AVAILABLE FOR CUSTOMERS TO REVIAND PURCHASE. BUT WILL THE URL IS NOT ITEM SPECIFIC. THANK YOUwww.pu