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NVO Manual

NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Page 1: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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NVO Manual

Page 2: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Table of Contents Dashboard ............................................................................................................................................... 3

Summary ............................................................................................................................................. 3

Rank Qualification ............................................................................................................................... 4

Getting Started .................................................................................................................................... 5

Member News......................................................................................................................................... 6

Message Center ...................................................................................................................................... 7

My Organization ...................................................................................................................................... 8

Downline Viewer ................................................................................................................................. 8

Reports ................................................................................................................................................ 9

Classic Downline Viewer ..................................................................................................................... 9

Quick Order ........................................................................................................................................... 10

Checkout process .............................................................................................................................. 11

Spilt Payments....................................................................................................................................... 12

Promo Prompt................................................................................................................................... 13

Essential Rewards ................................................................................................................................. 14

My Monthly Order ............................................................................................................................ 14

Reward Points ................................................................................................................................... 16

Member resources ................................................................................................................................ 18

Member resources ............................................................................................................................ 18

Link Builder ....................................................................................................................................... 18

My Account ........................................................................................................................................... 19

My Profile .......................................................................................................................................... 19

My Commissions ............................................................................................................................... 20

My Order History .............................................................................................................................. 20

My Address Book .............................................................................................................................. 21

My Wallet .......................................................................................................................................... 22

Voucher History ................................................................................................................................ 22

My Preferences ................................................................................................................................. 23

Page 3: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Dashboard

Summary

Summary will show the following: Summary is the main page of the Virtual Office. This is what you will see when you go to the home page of the Virtual Office.

OGV PV PGV Qualified Rank OGV History (These are broken down by month) My Organization

o Number of members that are in your downline o New members that have joined for that month

Message Center o Unread messages o Important messages

o

Page 4: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Rank Qualification

Rank Qualification will show the following:

Title Rank (current rank) Title Volume

o PV for the month o OGV for the month o PGV for the month

Map of what you need to reach you next level (Everything will be colored in if you are meeting this requirement, if you are not it will be grayed out)

Next rank title Commission Summary

o Gives you the current Unilevel commission in black and the extra levels when the next rank is achieved.

Qualification Requirements:

o Personal Volume Let you know how much PV you need to have for the next Rank Shows how much you have already earned

o Organization Volume Shows how much OGV you already have Shows how much OGV you still need to reach the next rank

Page 5: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Getting Started

Getting Started will show the following: This page has tutorial videos of how to get started on the new virtual office. Click on the links to watch the videos and the Young Living logo will fill up accordingly.

Page 6: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Member News

Member News will show the following:

This tab is where you will be able to find news about Young Living. This is the Equivalent of what we have currently as a default in the old V.O.

you can also find out the Promotions for that month under this tab. This Tab is managed by the European Marketing Department.

Page 7: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Message Center

Message Center: This tab is where you are able to send messages to other people in Young Living. You can also save messages and delete them as well.

Page 8: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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My Organization

Downline Viewer

Downline will show the following:

All of the members that are in you downline How many PV the downline has purchased for that month The OGV and PGV for each member in your downline The date of the member's autoship (if they have one) Actions: Message, Member Info, Personally Enrolled, Qualification Status

You are also able to click on a downline. In a new window, information will come up about that member. It will show the following:

Member Information Rank Qualification Notes Sponsor Path

Page 9: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Reports

Reports will show the following: Various reports you can use to organise and manage your downline, like:

New members

Leaders

Accounts with Autoship

Accounts on hold

About to go Inactive

Missing Autoship for the current month.

Classic Downline Viewer

This will open a new window with the old Downline Viewer as in the CVO.

Page 10: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Quick Order

The Quick Order page will show the following:

Quick order is how you can place a Regular or Reward Point order. In this tab you can choose to combine a Regular order with a Reward Point order. If you choose this, the amount you choose to use in reward points on this order will be

deducted from your total PV on the order.

Under this tab you will have several search options.

You can use the product search at the top of the screen to type in the specific item or code you are looking for.

There are also category tabs that you will be able to click on.

At the bottom of this screen, you will see you Basket:

Product selections Quantity Item PV Price PV subtotal Subtotal Checkout Option

Page 11: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Checkout process

Step 1 - Delivery

This is where you choose the Shipping Address and the Shipping Method

Step 2 – Payment

Here you can choose the payment method and can choose for split payments. If PV Points are

available you can use them here.

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Spilt Payments You can choose to spilt their payments . This way you can pay with 2 Credit Cards.

You have to click the “Split Payment” button to create a second payment method.

Step 3 – Order Summary

This is an overview of all the options and products for this order. When you click Place Order the

order will be final.

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Promo Prompt

Promo Prompt will automatically “upsell”, when your cart total is within 20% of the PV level required to qualify for a promotional reward.

Promo Prompt shows as a popup at the first step of the checkout process The Promo Prompt popup will display the closest current promotion Applies to standard orders Notify of how many points needed to add to qualify Call to action to keep shopping to qualify Promo Prompt does not display for the ER template

*Note: At this time, the Promo Prompt will appear only once for a single promo level. If you add

enough product to get close to the next level you will NOT be prompted a second or third time. (This

is so as to not ‘spam’ you with too many upsell messages. We hope to test multiple level prompts in

the future.)

Page 14: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Essential Rewards

My Monthly Order

This is where you can create or edit your Autoship order.

You can change all information by clicking on ”Edit Monthly Order”. This will take you through all the

steps in the ER Order. Be aware that you have to click through all the steps to successfully save the

changes you have made.

When clicking on “Change Delivery” you can change the Shipping Address and the Shipping Method.

Page 15: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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“Change Payment” will bring you to the Payment Options

“Change Processing Date” will bring up a calendar window where a new date can be chosen.

To manually process the order for the current month click “Process Today”. This will Process the

order how it is saved at that moment, YOU CANNOT CHANGE THE ORDER DURING THIS PROCESS.

The last option is to use a Grace Month by clicking on this button.

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Reward Points

This will show you the following:

Summary: Balance, Expiring Points, Percentage, Consecutive Month of A/S

Redeem Points

Points History

How to Use Points and FAQ’s about points

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PV Assistant

The PV Assistant can be used to add products to the A/S order in the situation where products go

out of stock when the order is processed.

You can edit the following:

PV Goal: How many PV should the order be

Products: Which products can be added to the order automatically. Products will be added

from the top down and the system does not look at the amount of PV missing. It will just

add products until the desired Goal is met.

Page 18: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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Member resources

Member resources

This has the same information as this tab in the CVO. The member can find a lot of information here

like:

Monthly Promotion Flyer

Brochures

Pricelists

Compensation Plan Information

Legal Forms

Link Builder

Here you can build a direct link to the enrollment page with their details filled out automatically,

which can be shared via websites, email and social media.

Page 19: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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My Account

My Profile

This page will show all the standard information on the Members account.

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My Commissions

This will show an overview of all commissions of the last 3 years.

The separate calculations can be printed by clicking on the cheque number.

My Order History

This gives an overview of all the orders the member made.

By clicking on the black arrow (), it will give a short summary of the shipping details and if

applicable the tracking information.

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By clicking on the order number the complete order details will be opened and here it is possible the

print on overview of the order.

My Address Book

Here all the SHIPPING Addresses are shown and can be edit/cancelled or added. The green tick

indicates the default shipping address.

Page 22: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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My Wallet

The page where Payment Methods can be added/edited or cancelled. The green lorry indicates the

payment method for Autoship and the green tick indicates the default payment method.

Voucher History

Overview of all earned voucher it will also show:

Issue Date

Amount

Expiration

Redeemed by

Redeemed Date

Page 23: NVO Manual - Young Living · Map of what you need to reach you next level (Everything will be colored in if you are ... Let you know how much PV you need to have for the next Rank

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My Preferences

Here all the details that will be shared can be edited.