How Do I Use the Admin Menu to Navigate Through Back Office?

The Admin Back Office Menu appears on every screen after you sign in and offers you the following menus so that you can navigate in Back Office.

    To search for orders, click the Orders option.

    Autoship - To search for and manage autoships, click the Autoship option.

    Administration menu options:

    To manage website content, click the Manage Website option.

    To create a note, click the Create Note option.

    To search for and edit notes, click the Search for Notes option.

    To view payments, click the View Payments option.

    To manage product returns, click the Manage Returns option.

    To view shipping files, click the Shipping and Fulfillment option.

    Commissions menu options:

    To view the Unilevel downline tree for a distributor, click the View Unilevel Downline option.

    To view the Binary downline tree for a distributor, click the View Binary Downline option.

    To view weekly commission forecasts, click the View Weekly Commission Forecasts option.

    To view weekly commission payments for a distributor, click the View Weekly Commission Payments option.

    To view monthly commission payments for a distributor, click the View Monthly Commission Payments option.

    To view quarterly commission payments for a distributor, click the View Quarterly Commission Payments option.

    To view yearly commission payments for a distributor, click the View Yearly Commission Payments option.

    To view a commission period, click the View Commission Period option.

    To search for commission adjustments for a distributor, click the Manage Commission Adjustments option.

    To search for volume adjustments for a distributor, click the Manage Volume Adjustments option.

    To create a commission adjustment for a distributor, click the Create Commission Adjustment option.

    To create a volume adjustment for a distributor, click the Create Volume Adjustment option.

    To export commissions, click the Export Commissions option.

    Products menu options:

    To manage products, click the Manage Products option.

    To manage product types, click the Manage Product Types option.

    Reports - To generate reports, click the Reports icon.

    Account Info menu options:

    To create a new customer account, click the Create New Customer Account option.

    To create a new distributor account, click the Create New Member Account option.

    To search for and access an account, click the Search for Account option.

    To access an account, click the Access Account option.

    Email Broadcast - To create an email broadcast, click the Email Broadcast icon.

    Resource Center - To update the Resource Center content, click the Resource Center icon.

How Do I Sign In as the Account Holder?

In order to place orders and manage account information for a distributor, you must sign in as the distributor by accessing his/her account:

 

1.  Access the account:

a.  Click Access Account from the Account Info menu.

b.  Enter the distributor's identification number in the To manage an account, enter an ID # text box.

c.  Click the Go button.

2.  Now that you are signed in as the distributor (Current Account), the Back Office Menu displays the options available to the distributor.

    To place an order, click the Place Order option on the Back Office Menu.

    To manage autoships, click the Manage Autoship option on the Back Office Menu.

    To view the distributor's order history, click the View Order History option on the Back Office Menu.

    To view the distributor's commissions history, click the Commissions option on the Back Office Menu.

    To view the distributor's downline, click the View Downline option on the Back Office Menu.

    To generate reports for the distributor, click the View Reports option on the Back Office Menu.

    To go to the distributor's Welcome/Manage Account screen, click the Manage Account option on the Back Office Menu.

3.  To exit the account and return to the Admin Menu, click the Exit Account button.

NOTE: After you exit the account, the Admin Back Office menu returns and the Current Account display disappears.