Groupable|Store for Local Secretaries: Order Supplies and Check Your Account

Store is in beta.

This guide is for local secretaries and assistant secretaries who order supplies from their group in Groupable|Store. It shows you how to place an order, follow it, print an invoice, see your payments, and check your local's balance.

Your group's office runs the Store. It sets the prices, ships the orders, creates the invoices, and records the payments. For the office's side, read the Groupable Store User Guide.

Open the Store

1. Sign in to Groupable as you do today.
2. Click the app switcher (the grid icon at the top right).
3. Click Store.

Store opens on the Shop page. The tabs across the top are Shop, Orders, Payments, Invoices, and Transactions. The side menu (the three lines at the top left) has the same list.

To go back to M2, click the app switcher, then m2.

Secretary of more than one local

The Store orders for the local you are signed in for in M2. The Shop page doesn't show which local that is. The cart and the Checkout Commitment page do.

To switch locals:

1. Go to M2.
2. Click your name at the top right.
3. Under the other local's name, click your office.
4. Open Store again.

Place an order

1. Click Shop. Each card is a category.
2. Click a category. Each item shows its price.
3. Set the quantity with the minus and plus buttons.
4. Click Add.
5. Click Cart at the right end of the tabs. It shows how many items are in your cart. After your first item, Cart appears once you open another page or reload.
6. Check your cart. To change a quantity, type the new number; it saves by itself. To remove an item, click its trash can.
7. Click Checkout.
8. Check the order on the Checkout Commitment page.
9. Click Commit Order. You'll see "The order has been submitted." Your group's office now has your order.

Items that need wording

Some items, such as a name badge or a certificate, carry a Customizable badge.

1. Click Add. A window opens.
2. Read the instructions and type the wording.
3. Click Add.

Each one is added separately. For three name badges, add three times, one name each.

When your cart has one of these items, the checkout button says Customize Order & Checkout. The next page shows the wording for each item. Check it, then click Checkout.

Good to know

• Price changes. If a price changed after you added an item, the Checkout Commitment page lists the old and new price. Committing the order accepts the new price.
• Items you can't add. An item marked Out Of Stock, Inactive, or Discontinued says "Not for sale".
• Emptying the cart. The red cart icon at the top right of the cart removes everything.
• Inactive locals. If your local is inactive, the Store says "This customer is inactive and can't place orders in the Store." Contact your group's office.

Follow an order

1. Click Orders. Your newest order is at the top.
2. Read the State column:
   • Pending: your group's office has it and hasn't sent it yet.
   • Packed: it's being packed.
   • Shipped: it's on its way. The office creates your invoice when it ships.
   • Canceled: the office canceled it.
3. To see what's in an order, click its number. A shipped order also shows its invoice number.

To change or cancel an order, contact your group's office.

See and print an invoice

1. Click Invoices. Each row shows the invoice number, date, state, total, and the balance you still owe.
2. To print an invoice, click the printer icon at the end of its row. The invoice opens as a PDF in a new tab.

To see which orders an invoice covers, click the other icon at the end of the row (View). The totals under the list add up your invoices by state, for example Total Open Invoices.

See your payments

1. Click Payments. Every payment recorded for your local is listed, newest first.
2. To see a date range, type a start date, an end date, or both.
3. Click Filter.

The totals under the list add up your payments by kind, then show Total Currency and Total Store Credit.

Your group's office records each payment when it arrives. Pay the way your group's office asks. Store doesn't take card payments yet.

Check your local's balance

Click Transactions.

• The box on the left shows your Current Balance, with the address, phone, and email the Store has for your local (your default address as secretary).
• Overview, under it, shows your first order date, last order date, and total spend.
• The list on the right shows every order and payment, oldest first, with a running balance. The newest lines are at the bottom.

A new order shows in the list right away. Your Current Balance goes up when the order ships and goes down when the office records your payment.

Questions

• Orders, invoices, or balances: your group's office.
• Something on the screen doesn't work or doesn't look right: support@groupable.com.
• Live training, including Office Hours for your own questions: the Groupable|Live! Training Schedule.