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AvoAdmin
Post  Post subject: Scentsy: Setting up AvoBase for Scentsy  |  Posted: Wed Apr 09, 2014 7:19 am
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Joined: Sun Jan 24, 2010 1:55 pm
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This guide will help you set up AvoBase to run your business with Scentsy.

This guide assumes the following:

1. You already have AvoBase installed.
2. You have a Tax Group/Tax Rate setup first.

Run AvoBase and have AvoBase sitting at the main welcome screen. This screen shows you your Organizations and Sales Cycles - also known as the Home Tab.

1. Scentsy Sales Organization.

* Click on the "AvoBase Settings" button to bring up AvoBase Settings.
* Click on the Sales Organizations button.
* Click on the "New" button.
* Organization name should be "Scentsy".
* Sales cycle Per Year should be 4.
* Sales Organization Description should be "Scentsy".
* Invoice Header Caption should be "Scentsy" (or "Your Name Scentsy" or anything you want).
* Invoice Printed "Sales Cycle" should be "Sales Cycle".
* Click on the "Org Product Defined Fields" tab and in Custom Fields 1, 2 and 3 enter "Size/Oz", "Color" and "Page" - or leave them blank.
* Click Save.

You should now have an Scentsy Sales Organization.

2. Setting up Shipping

Stay on the AvoBase Settings menu:

NOTE: Scentsy has two shipping rates. It charges $5.00 for any invoice amount between $0.01 and $49.99 - and 10% of the invoice cost for $50.00 to $149.99. Any orders $150.00 or greater have no shipping. So you need to create two shipping rates to handle the amounts.

First Shipping Rate:

* Click on the "Shipping Rates" button.
* Click the "New" button.
* Make sure the "Shipping Is Active" is checked.
* Select the Organization as "Scentsy".
* Shipping type is "Rate", Starting Amount is $0.01, Ending Amount is $49.99, Value is $5.00.
* The Tax Group should be the Master Tax Group you have set up.
* Click the "Save" button.

Second Shipping:

* Click the "New" button.
* Make sure the "Shipping Is Active" is checked.
* Select the Organization as "Scentsy".
* Shipping type is "Percent", Starting Amount is $50.00, Ending Amount is $149.99, Value is $10.00.
* The Tax Group should be the Master Tax Group you have set up.
* Click the "Save" button.

Click the "Save" button in AvoBase Settings.

3. Setting up Sales Cycles for Scentsy.

This will set up your first Scentsy Sales Cycle.

* Click on the "Sales Cycle" tab on the AvoBase Ribbon.
* Click the "New Cycle" button.
* Select Scentsy as the Organization.
* Select the Cycle Number you wish and the Cycle Year.
* Select the Start Date of the Cycle and the End Date of the Cycle. Scentsy uses 4 quarters so enter the quater you will be using.
* If you want a special invoice message for this Sales Cycle that will appear on every Invoice, enter a special message below.
* Click the "Save" Button.

That's it! You should now have an Scentsy Sales Organization within AvoBase!


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