NOTE: Video Instructions can be found at www.unfranchisetraining.com user:
distributor password: gonow in the modules.
STEP BY STEP FORM 1000 PROCEDURE
STEP ONE: REGISTER YOUR PREFERRED CUSTOMERS
- Logon to www.marketamerica.com/(your portal
name) [you
will need rep ID and password] to the main screen and click on
PREFFERRED CUSTOMER; then click PROFILE
- A screen will come up where you will need to input
customer info;
BV placement: choose either 002 or 003 (in the future when you send customers to your portal, if they order from the portaltheir orders will placed in the center that you choose, and you can change it in the future) - Fill out all customer info [at least their name
and address]
- Click SUBMIT when you are finished;
- If you have more customer sales to record, then
CONTINUE to input the next customer repeating what you just did at the
beginning of step 2; put all of your customers in now to save you time
next time
STEP TWO: REGISTER THEIR ORDERS
- After submitting the customer(s), go to the left
of the screen under Preferred customer, click SALES RECEIPT ENTRY:
- Click arrow next to box and scroll down to the
customer you’re entering the sales invoice for
- Enter products ordered (by the item #'s) by that
customer and the quantity next to it, or use the category menu on the
left to find the item number
- Click ADD TO CART (don't worry, this will NOT
place another order, you are just recording it!)
- When finished putting in item #'s, click VIEW
CART/CHECKOUT at the top right
- Add Shipping/Handling (7.5%) and/or tax (based on
state rate) as needed and click RECALCULATE at the bottom of the page,
then SUBMIT
- Print two (2) copies of the invoice/receipt. One
is for your customer, as an invoice, one is for your records.
- If you have other orders to enter, click CREATE
ANOTHER RECEIPT and repeat the process with your next customer, if not,
close the screen
STEP THREE: COMPLETE FORM 1000
- Now, you should be back at the www.Unfranchise.com
home page….
- Go to left of screen again to ONLINE FORMS and
FORM 1000 [Quarterly Sales report]
- then click FORM 1000
- Select BDC(001) from the dropdown: Your customers
will be listed along with the order totals.
- Check the “assign” boxes for your orders (REMEMBER,
AT LEAST 2 PEOPLE WITH A GRAND TOTAL OF AT LEAST $200 BEFORE SHIPPING
AND TAX)
- After making your selections, click SUBMIT
- You'll see a form; scroll down to the bottom and
click in box to AGREE; then click SUBMIT AGREEMENT
VERIFY SUBMISSION - *IMPORTANT - BE SURE TO PRINT OUT THAT PAGE (after
submitting agreement) and keep for your records
- You should see a message that says “THANK YOU FOR
COMPLETING YOUR FORM 1000”
- Go back into your Form 1000 through the same
process and verify that it says “REQUIREMENTS MET” for the current
quarter
