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When I have a show I enter the guest first, then the order, Then I add The Host at the end of the show. My question is shouldn't I add the Host first so I can have her already entered in PP? I am a little unsure of my process.
I always enter the hosts name first, but if you are doing it all at once it doesn't matter when you add the host. You can't put her order in until after everyone else is added. If you are gradually adding orders...you received some today, getting some tomorrow, etc. you will need to put the host name in so you don't get confused with other shows you may have in progress. Whatever is comfortable to you is what you should do.
I add all my host and guest info into the contact list first. Then I add the orders. When I add in the orders I just look up the host or guest info from the contact list. This way the guests are also part of my contact list and not just the host. Another thing I do is as soon as I book a show I enter in the show info and host info if she/he is new. That way if I have someone call and say they need to order something quickly then I can just add it to a show that's getting ready to close and help out my hosts show total and not just my own commission!!
Be careful. The two times I accidentally added the guests order before putting in the host's info the tax didn't show up on their orders. Even though it was all in the first screen when you first "add" a show, show number etc. Even after I added the host it wouldn't add the tax to those orders and I finally had to delete and start all over. Both shows I did this on (one early in my career and one one night when I was tired). It also happened to my recruit last week when she just clicked add show etc and then started putting guests orders in without a host name. As soon as I suggested this could be the problem everything was solved.
I had the same problem when adding my first show. What you need to check is your User Profile to make certain that all of your tax info is correct there first. When I added my first show I had forgotten to add the 6% tax on S&H and so all of my orders were .20 less than the totals on the order forms that came from my host. I finally figured it out, but that is what it was. As long as the user profile is correct then you should be ok!
What confuses me is normallly I take everyone's order and at the end of the show I do the Host order. How do you enter the host with out having an order? If I fill her name in on contacts will that atomaticaly come up when I start her show. I know this sounds like a pretty stupid question. I taught myself about PP. It has all been trial and error with me. I would love to know what I am doing wrong.