ShowTracker.Net is a web based application that allows the user to manage their meeting, contact, organization, and order data at a detailed level. The application runs as a web based application with the look and feel of Windows application making it very intuitive to use. This manual will walk you through all the functionality of ShowTracker.Net Lite and Standard. NOTE: Not all the functionality covered in this manual is available in the Lite version of the application.

My Account Menu

The My Account menu in the upper left hand corner of the screen is the administrator piece that allows you to manage your subscription, change your password, edit your contact info and edit you’re business info. The menu is displayed below.

Change Password

To change your password click on the Change Password button on the My Account menu. This will display the Change Password window below.

You will then need to enter your current password in the first window. Now you can enter your new password and enter it a second time for verification. Once you have populated all the fields you can click the Change Password button to complete the change. If at any point you decide not to complete the change you can click the close button to cancel the request.

Contact Info

You can edit your personal contact information at any time by clicking on the Contact Info button on the My Account menu. This will display the Edit Contact Info window shown below.

You can change any of your contact information by simply editing the fields and then click the Save button to apply the changes. If at any point you decide not to complete the change you can click the close button to cancel the request.

My Business Info

Your business info will be used to display your company information on invoices you generate with the system. You can edit your business info at any time by clicking on the My Business Info button on the My Account menu. This will display the My Business Info window shown below.

You can change any of your business information by simply editing the fields and then click the Save button to apply the changes. If at any point you decide not to complete the change you can click the close button to cancel the request.

Initial Setup

Once you have logged into the application there are several items that you will need to configure to make the most of the ShowTracker.NET service. To do this click on the “Configuration” button shown below.

NOTE: Before proceeding please see Appendix 1 below for instructions on adding www.ShowTracker.NET to your browser as a trusted site.

Shared Companies

Shared Companies are companies that have partnered with ShowTracker.NET. Unlike Personal Companies, Shared Companies maintain their own product catalog within the application. If you are involved with a company that is a ShowTracker.NET partner, then it is recommended you add them here rather than as a personal company. To add a Shared Company you will need to click on the Add Shared Company button show in the screen below.

Once the Add Shared Company button is clicked the Company Code box will appear as shown below.

At this point you will provide the ShowTracker.NET Company Code supplied to you by your organization. Once you have typed in the code you can click on the Get Company button shown above and add your organization as a Shared Company. You will now have access to your organizations catalog.

Personal Companies

Personal Companies are companies that you are involved with who have NOT partnered with ShowTracker.NET. Unlike Shared Companies, Personal Companies require that you maintain your own product catalog. To add a Personal Company you will need click on the Add Personal Company button show in the screen below.

You will need to enter your company name. By default your company name is My Company as shown above. Click on the Edit Company button to change the name of your company. Enter the desired name you would like to use and click the Save button. The box above should now reflect your new company name.

Activating\Deactivating an existing company

ShowTracker.NET gives the user the ability to manage multiple companies at the same time. By default all companies created are at an Active status. If you no longer wish to manage a company that you created you can highlight the company in the Company tab and click on the Deactivate button. This will change the active flag to No. You can reactivate a company at any time by highlighting the company name in the Company tab and clicking the Activate button.

NOTE: When a company has been deactivated you will no longer have access to any data tied to that company such as your product list. Once you active a company you will once again have access to the data. Deactivating a company does not delete the company or any associated data.

Managing your Gifts Lists

The ShowTracker.NET system allows you to manage gifts that are given to hosts and/or guests at your parties/shows. The screen below shows the gift management tab.

Add New Gift

To create a new gift, click on the Add New Gift button. The New Gift window below will appear.

Enter the sort sequence and the description you desire for the new gift. The Sort Sequence will determine the location in the Gift drop down that the new gift will appear. To complete the entry click the Save button to apply the changes.

Edit Gift

To change the sort sequence or description of an existing gift click on the gift to highlight it and then click “Edit Gift”. Enter the new description that you would like. You can also change the sort order of the gifts by updating the sequence to the location you would like it to appear in the drop down list. If you would like it to be second from the top change the sequence value to two. Once you have entered the desired values click the Save button to apply the changes. If you no long wish to change the information simply click Cancel to discard your changes.

Delete Gift

To delete a gift that you no longer wish to use simply highlight the gift and click the delete button. You will receive the confirmation screen below. If you wish to delete the gift click Yes. If you no longer wish to delete the gift click No.

Managing your Product List

ShowTracker.NET allows you to create and manage product lists for multiple companies. To access the product management screen click on the Manage Products button on the top menu bar.

Once you have clicked on the Manage Products button the Manage Products window shown below will be displayed.

Adding a New Product

To add a new product click on the Add New Product Button to bring up the New Product window shown below.

Once the screen is displayed you will be required to populate all fields that are in bold. Once all the required fields are populated you can click on the Save Button on the bottom right hand of the New Product window to save your changes. Please see the list below for all the required and optional fields and a detailed description of each.

The following fields are required when creating a new item:

Company – Company you are creating the item for

Product – Name of the product you are adding

The following fields are optional when creating a new item:

SKU – Actual number used by the company for ordering and tracking

Cost – Actual cost paid by you when ordering the item

MSRP – Manufactures Suggested Retail Price for the item

Editing a Product

To edit an existing product highlight the item you wish to edit. Once you have highlighted the product click on the Edit Product button to bring up the Edit Product window shown below.

When the window is displayed it will be pre-populated with the values for the product. You can now change any of the values and click on the Save button to apply the changes. If you no longer wish to apply the changes you can click the close button to discard any changes you have made.

Deleting a Product

To delete an existing product highlight the product you wish to delete. Once you have highlighted the product click on the Delete Product button to bring up the delete confirmation window shown below.

Click Yes to delete the product or No if you no longer wish to delete the product.

Shows Tab

One of the main functions ShowTracker.NET provides is the ability to track show information at a detailed level. The Show Tab is the default tab when logging into the application and will be the first thing that you see. The Show Tab is made up of three primary sections Show Search, Show and Show Detail. The functionality of each section and the tab as a whole is defined below.

Show Search Window

The Show Search is made up of four fields that can be used to perform a search. Any of the fields below can be used in conjunction or you can leave all the fields blank to return every show that you have stored in the system.

NOTE: By default the Start Date will be pre-populated with the current date.

Field Definitions

Start Date – Display all shows that have a Start Date on or after the date specified.

End Date – Display all shows that have an End Date on or earlier than the date specified.

Status – Displays all shows for the status specified.

Host – Displays all shows for the show host specified.

These search fields can be used in conjunction or left blank to return all contacts.

Show Results Window

The Shows results window displays the show results that are returned based on the search criteria supplied in the Show Search window. The Show grid can be sorted by clicking on any of the column headings to sort by that column ascending or descending.

By default the first show is highlighted displaying the details of that show in the Show Details screen at the bottom of the screen. To show the details of another show simply select that show and the details will be displayed in the detail screen.

Show Details Window

The Show Details window displays all the details for a given show. This is also the window that is used to add a new show, edit the properties of an existing show, delete the show from the system, add guests to a show, add gifts to a show, add orders to guests in a show or generate a map to the show.

The functionality of the Show Detail window is defined in the section below.

Adding a new show

To add a new show click on the Add New Show button as shown in the image below. Once you have clicked the button the New Show screen below will be displayed.

Once the screen is displayed you will be required to populate all fields that are in bold. Once all the required fields are populated you can click on the Save Button on the bottom right hand of the New Show window to save your changes. Please see below for a list of the required and optional fields and a detailed description of each.

The following fields are required when creating a new show:

Show Type – This is the type of show that you are creating. By default the box is populated with Home Show. You can create shows as Trade Shows or Catalog Shows as well.

Show Date – This is the date that the show will be held. You can click on the calendar lookup to the right of the field to select the date or you can manually type the date in the format MM/DD/YYYY.

Show Time – This is the time that the show will be held.

Status – This is the current status of the show.

The following fields are optional when creating a show:

Show Name – A descriptive name for the show that is being created.

Company – This is the company that is associated with the show. A new company can be added or the current company edited in the Master List Setup screen on the Company tab.

Lead Source – This is the source of the lead that generated the show. This field can be used to track what efforts are most successful in generating new shows.

Note - This is a free form text field that can hold any text that you desire to enter. You can use the field to hold any details related to the show.

Host – This is the address where the show will occur. You can click on the magnifying glass icon to the right of the Host field to bring up the Host Lookup screen shown below. By default the Contacts list will be pre-populate with all you contacts.

NOTE: As a best practice it is easier if the host is added as contact and then chosen as the host of the party. The host can be added as a contact on the Contacts tab in the main application or you can click on the Add New Contact button show above in the Host Lookup screen to bring up the Add New Contact screen.

On the host lookup screen you can enter criteria in the Contact Search window to limit your search or click on the search button to return all contacts stored in the system. The contacts returned by the search will be displayed in the Contacts window to the left of the Contact Search window. By default the Contacts list will be pre-populate with all you contacts.

Once your contacts are displayed in the Contacts window select the host contact. All available address for this contact will automatically be displayed in the Contact Addresses window on the bottom left of the screen. Once the addresses are displayed select the appropriate address for the shows location. This address will now be displayed in the Show Address window on the bottom right of the screen. If the selected address is the desired address click on the Select button at the bottom right of the Host Lookup window to confirm. This will return you to the New Show window with the Host populated.

Editing an existing show

To edit an existing show highlight the desired show in the Show window on the main Show tab. This should populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Edit Show button as shown in the image below.

Once you have clicked the button the Edit Show screen below will be displayed pre-filled with the data for the show. An example is shown below.

Once the Edit Show window has been displayed you can change any information related to the show. Once you have completed your changes you can click on the Save button at the bottom right hand of the screen and your changes will be applied. If you do not wish to save your changes you can click the close button at the bottom right hand side of the screen and your changes will be discarded. If the changes are applied they will be displayed immediately in the Show Detail window on the Shows tab.

Deleting a show

To delete an existing show highlight the desired show in the Show window on the main Show tab. This will populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Delete Show button as shown in the image below.

Once you have clicked the button the Delete Show confirmation box shown below will be displayed. Click Yes to delete the show or No if you no longer wish to delete the show.

Adding guests to a show

To add guests to a show highlight the desired show in the Show window on the main Show tab. This should populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Guests button as shown in the image below.

Once you have clicked the button the Guest List window shown below will be displayed.

NOTE: As a best practice it is easier if the guest is added as a contact and then chosen as a guest of the party. The guest can be added as a contact on the Contacts tab in the main application or you can click on the Add New Contact button in the Guest List screen to bring up the Add New Contact screen.

On the Guest List window you can enter criteria in the Contact Search window to limit your search or click on the search button to return all contacts stored in the system. The contacts returned by the search will be displayed in the Contacts window to the left of the Contact Search window. By default all your contacts will initially be displayed in the Contact Search window.

Once your contacts are displayed in the Contacts window highlight the contact you wish to add as a guest. The Contact information will now appear in the Guests window at the bottom of the screen. Continue this process till all the desired guests have been added to the show. Once you have completed adding guests simply click the close button at the bottom right hand of the screen and the guests will be added to the show.

Adding gifts to a guest

Once a show has been created and guests have been added to the show you can then add gifts to individual guests that attended the show. To add gifts to guests in a show highlight the desired show in the Show window on the main Show tab. This should populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Gifts button as shown in the image below.

Once you have clicked the button the Host/Guest Gifts window shown below will be displayed.

Once the screen is displayed you can click on the Guest drop down to select a guest. The Guest drop down will only be populated with the guests that you have previously added to the show. If the desired guest is not in the list you can click on the icon to bring up the Guest List for the show to add the guest. You can then click on the Gift drop down to select the desired gift to assign to the guest. The Gift drop down will only be populated with gifts that you have added to the Gift Master List covered above. If you do not see the gift that you need you can click on the next to the gift drop down to bring up the New Gift window to add the gift. Once the Guest and Gift fields have been populated you can click on the Add Selected Gift to Show button to apply the gift to the show. Once you have completed adding all the desired gifts you can click the close button in the bottom right hand side of the screen to complete the process.

Managing show orders

Once a show has been created and guests have been added to the show you can then add orders to individual guests that attended the show. To add orders to guests in a show highlight the desired show in the Show window on the main Show tab. This should populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Orders button as shown in the image below.

Once you have clicked the button the Orders window shown below will be displayed.

Adding a new order

To add a new order to the show click on the Add New Order button at the top left of the screen to display the New Order window shown below.

Once the window is displayed you can then click on the Guest drop down to select a guest. The Guest drop down will only be populated with the guests that you have previously added to the show. If the desired guest is not in the list you can click on the icon to bring up the Guest List for the show to add the guest. The Order/Invoice # will automatically be populated. You can then populate the Order Date with the date that the customer placed the order (This is usually the date of the show). Once the Guest and Order Date fields have been populated you can click on the Save button to create the order. Once the order has been created the Add New Item button will be enabled as shown below.

To add items to a customer’s order click on the Add New Item button to display the New Item window shown below.

To add an item to an order click on the magnifying glass icon to the right of the Product field. This will display the Product lookup window shown below.

You can now select an item from the product list by highlighting the item and clicking the Select button in the lower right hand corner of the window. This will return the item to the New Item window. The Cost, MSRP and quantity of one will be pre-populated with the values configured for the item. You can now enter the desired Price Paid, alter the order quantity if needed and click the Save button to add the item to the order. You can repeat this process to add all the desired items to the order. Once you have added all the items to your customer order you can click the close button. You will now be returned to the Orders window. From here you can click close to return to the Show tab or continue to create\modify customer orders.

Editing an existing order

Once an order has been created for a show you can edit the order at any time. Simply highlight the desired show and then click on the Orders button. Once the Orders window is displayed highlight the desired order and click the Edit Order button as shown below.

The Edit Order window will be displayed and you can now Add, Edit or Delete any of the items in the order. Once you have completed modifying the order you can click the close button. You will now be returned to the Orders menu. From here you can click close to return to the Show tab or continue to create\modify customer orders.

Deleting an existing order

Once an order has been created for a show you can delete the order at any time. Simply highlight the desired show and then click on the Orders button. Once the Orders window is displayed highlight the desired order and click the Delete Order button as shown below.

After you have clicked Delete Order you will be prompted by the window below to confirm the delete. If you want to delete the order click Yes. If not you can click No to cancel the delete.

Printing and Invoice for an Order

Once an order has been created for a show you can print an invoice for the order at any time. Simply highlight the desired show and then click on the Orders button. Once the Orders window is displayed highlight the desired order and click the Print Invoice button as shown below.

The Invoice will appear on a report tab after the Contacts tab. You can continue to print invoices for orders and they will appear as report tabs in the order you generate them. Once you have completed printing your invoices you can close the Orders screen. This process generates each invoice to a report tab. If you want to send the invoice to a printer see the steps below.

Once the Invoice is displayed you can click on the Print Report button at the top of the invoice to print the invoice for the customer.

Once you are done with a report you can close the report tab by clicking on the x in the upper right hand corner as shown below.

Viewing a map to the show location

Once a show has been created you can use Google map to display the location of the show. To display the location simply highlight the desired show in the Show window on the main Show tab. This should populate the data for the desired show in the Show Detail window at the bottom of the Show tab. You can then click on the Map button as shown in the image below.

After the Map button has been clicked the window with the location of the show will be displayed as shown below.

You can then use Google maps to get driving directions to the show location. Once you have completed using the map you can click close on the bottom right hand of the screen to close the window.

Contacts Tab

The second main function that ShowTracker.NET provides is the ability to track contact information at a very detailed level. The Contacts Tab is the second tab on the main screen of the application. The Contacts Tab is made up of three primary sections Contact Search, Contacts and Contact Detail. The functionality of each section and the tab as a whole is defined below.

Contact Search Window

The Contact Search is made up of four fields that can be used to perform a search. Any of the fields below can be used in conjunction or you can leave all the fields blank to return every show that you have stored in the system.

Field Definitions

First Name – Display all contacts with a first name that contain the character string specified.

Last Name – Display all contacts with a last name that contain the character string specified.

Email – Displays all contacts with an email address that contains the character string specified.

Lead Ind: – Displays all contacts for the specified Lead Indicator.

These search fields can be used in conjunction or left blank to return all contacts.

Contact Results Window

The Contacts results window displays the contact results that are returned based on the search criteria supplied in the Contact Search window. The Contacts grid can be sorted by clicking on any of the column headings to sort by that column ascending or descending.

By default the first contact is highlighted displaying the details of that contact in the Contact Details screen at the bottom of the screen. To show the details of another contact simply select that contact and the details will be displayed in the detail screen. By default all contacts are listed in the Contacts window.

Contact Details Window

The Contact Details window displays all the details for a given contact. This is also the window that is used to add a new contact, edit the properties of an existing contact or delete the contact from the system.

The functionality of the Contact Detail window is defined in the section below.

Adding a new contact

To add a new contact click on the Add New Contact button as shown in the image below. Once you have clicked the button the New Contact screen below will be displayed.

Once the screen is displayed you will be required to populate all fields that are in bold. Once all the required fields are populated you can click on the Save Button on the bottom right hand of the New Contact window to save your changes. Please see the list below for a list of the required and optional fields and a detailed description of each.

The following fields are required when creating a new contact:

First Name – This is the first name of the contact that you are adding.

Last Name – This is the last name of the contact that you are adding.

The following fields are optional when creating a new contact.

Middle Name – This is the middle name of the contact that you are adding.

Occupation – This is the occupation of the contact that you are adding.

Date of Birth – This is the birthday of the contact that you are adding.

Email Address – This is the email address of the contact that you are adding.

Lead Indicator – This is the lead indicator that you would like to add the contact that you are adding.

Notes – The notes fields can contain any details related to the contact that you are adding.

Addresses – This is the window to add addresses to the contact that you are adding. To add a new address click on the New button at the top of the address window to open the New Address window shown below.

Once the screen is displayed you will be required to populate all fields that are in bold. Once all the required fields are populated you can click on the Save Button on the bottom right hand of the New Address window to save your changes. Please see the list below for a list of the required and optional fields and a detailed description of each.

The following fields are required when adding a new address.

Address Type – This is the type of address you are adding Home, Work, Billing etc…

Line 1 – Street address or PO Box number of the contact

City – City where contact resides.

State – State where contact resides.

Zip/Postal Code – Zip Code where contact resides.

The following fields are optional when adding a new address.

Line 2 – Additional address information for the contact.

With the ShowTracker.NET application you have the ability to add multiple addresses for a contact.

Phone Numbers – This is the window to add phone numbers to the contact that you are adding. To add a new phone number click on the New button at the top of the phone number window to open the New Phone Number window shown below.

Once the screen is displayed you will be required to populate all fields that are in bold. Once all the required fields are populated you can click on the Save Button on the bottom right hand of the New Phone window to save your changes. Please see the list below for a list of the required fields.

The following fields are required when adding a new address.

Phone Type – This is the type of number that you are adding for the client Home, Work, Billing etc…

Phone Number – The number you are adding for the client with area code.

With the ShowTracker.NET application you have the ability to add multiple numbers for a contact.

Once you have populated all the fields on the New Contact screen you can click the Save button in the lower right hand corner of the New Contact window. The contact will then appear in the Contact window and you can view the details of the contact by highlighting the row.

Editing an existing contact

To edit an existing contact highlight the desired contact in the Contact window on the main Contact tab. This should populate the data for the desired contact in the Contact Detail window at the bottom of the Contact tab. You can then click on the Edit Contact button as shown in the image below.

Once you have clicked the button the Edit Contact screen below will be displayed pre-filled with the data for the contact. An example is shown below.

Once the Edit Contact window has been displayed you can change any information related to the contact. Once you have completed your changes you can click on the Save button at the bottom right hand of the screen and your changes will be applied. If you do not wish to save your changes you can click the Cancel button at the bottom right hand side of the screen and your changes will be discarded. If the changes are applied they will be displayed immediately in the Contact Detail window on the Contacts tab.

Deleting a contact

To delete an existing contact highlight the desired contact in the Contact window on the main Contact tab. This will populate the data for the desired contact in the Contact Detail window at the bottom of the Contact tab. You can then click on the Delete Contact button as shown in the image below.

Once you have clicked the button the Delete Contact confirmation box shown below will be displayed. Click Yes to delete the contact or No if you no longer wish to delete the contact.

Managing contact orders

Once a contact has been created you can then add orders to the individual contact. To add orders to a contact highlight the desired contact in the Contact window on the main Contact tab. This should populate the data for the desired contact in the Contact Detail window at the bottom of the Contact tab. You can then click on the Orders button as shown in the image below.

Once you have clicked the button the Orders window shown below will be displayed.

Adding a new order

To add a new order to the contact click on the Add New Order button at the top left of the screen to display the New Order window shown below.

The Order/Invoice # will automatically be populated. You can now populate the Order Date with the date that the customer placed the order (This is usually the date of the show). Once the Order Date field has been populated you can click on the Save button to create the order. Once the order has been created the Add New Item button will be enabled as shown below.

To add items to a customer’s order click on the Add New Item button to display the New Item window shown below.

To add an item to an order click on the magnifying glass icon to the right of the Product field. This will display the Product lookup window shown below.

You can now select an item from the product list by highlighting the item and clicking the Select button in the lower right hand corner of the window. This will return the item to the New Item window. The Cost, MSRP and quantity of one will be pre-populated with the values configured for the item. You can now enter the desired Price Paid, alter the order quantity if needed and click the Save button to add the item to the order. You can repeat this process to add all the desired items to the order. Once you have added all the items to your customer order you can click the close button. You will now be returned to the Orders menu. From here you can click close to return to the Contact tab or continue to create\modify the customer’s orders.

Editing an existing order

Once an order has been created for a customer you can edit the order at any time. Simply highlight the desired contact and then click on the Orders button. Once the Orders window is displayed highlight the desired order and click the Edit Order button as shown below.

The Edit Order window will be displayed and you can now Add, Edit or Delete any of the items in the order. Once you have completed modifying the order you can click the close button. You will now be returned to the Orders menu. From here you can click close to return to the Contact tab or continue to create\modify the customer’s orders.

Deleting an existing order

Once an order has been created for a customer you can delete the order at any time. Simply highlight the desired contact and then click on the Orders button. Once the Orders window is displayed highlight the desired order and click the Delete Order button as shown below.

After you have clicked “Delete Order” you will be prompted by the window below to confirm the delete. If you want to delete the order click Yes. If not you can click No to cancel the delete.

Show Overview Window

The Show Overview window is visible at all times b y default. It can be closed by the user if desired. This window automatically displays the upcoming shows that you have scheduled and shows that have been completed within the default time frame. If there are not shows for the time period the text “No shows available.” will appear. If there are shows they will be displayed with the status of the show and the number of shows that fall under each status. The status is reflected as a hyperlink that will take you directly to the show data in the Show tab if you click on the link. The Show Overview tab displays the following:

Today – Shows that are scheduled for the current day.

Tomorrow – Shows that are scheduled for the next day.

This Week – Shows that are scheduled for the current week falling between Sunday and Saturday.

Next Week –Shows that are scheduled for the following week falling between Sunday and Saturday.

This Month – All shows scheduled for the current calendar month.

Upline/Downline Management

The ShowTracker.NET system provides you with reporting capabilities on individuals that are in your downline. To access the Upline/Downline Management screen you will need to select the option from the master menu as shown below.

In order for you to be able to see data related to individuals in your downline you will have to send them an invitation to join your ShowTracker.NET network. This will require that they have at a minimum a ShowTracker.NET Lite account (The account can be created by the recipient after the invitation is received.). Once the individual accepts your invitation you will be able to run reports on certain aspects of their data. The section below will walk you through this process.

The Upline/Downline screen shown above defaults to the Alerts tab. The alerts tab will show any current activity such as invitations sent and invitations received from other individuals that are pending for you to accept from people above or below you in the downline chain.

Adding an individual to your upline

Individuals in your upline will be able to report off of aggregate data that you have generated in the ShowTracker.NET system. Individuals in your upline will not be able to view details related to your contacts or shows. They will only be able to report off of aggregate show and sales numbers.

To add individual to your Upline click on the Add New Upline Associate. Once you have clicked the button the box below will be displayed.

At this point you will simply type in the email address of the individual that you would like to add to your upline (This has to be the email address used by the individual in the ShowTracer.NET system.). Once you have typed in the email address select the company that you would like to associate the individual with and click on the Send Request button. This will complete the invitation process. The individual receiving the invitation will now need to accept or decline the invitation.

Adding an individual to your downline

Adding individuals to your downline will give you the ability to report off of aggregate data that individuals have generated in the ShowTracker.NET system. You will only be able to see aggregate show and sales data and will not be able to see detailed information related to show or contact data.

To add individual to your Downline click on the Add New Downline Associate. Once you have clicked the button the box below will be displayed.

At this point you will simply type in the email address of the individual that you would like to add to your downline. Once you have typed in the email address select the company that you would like to associate the individual with and click on the Send Request button. This will complete the invitation process. The individual receiving the invitation will now need to accept or decline the invitation.

Accepting a Upline/Downline Request

The process for accepting and Upline/Downline request is the same for both instances. When you receive the request you will see the alert as shown in the screen below.

The request will indicate if it is for upline or downline. You will now need to either click the accept or decline link to process the request. Once you have processed the request the request will be removed from the Alert screen and will then show up in the appropriate list Upline or Downline as shown below.

Removing an Individual from your Upline/Downline

Each user has the ability to at anytime remove someone from their upline or downline. To do this you need to simply select the individual you wish to remove and click on the Remove Upline/Downline Associate. Once you have clicked the button the individual will be removed. You will not be prompted after clicking the remove button before the delete is completed.

Tools

The Tools section of the ShowTracker.NET main menu holds the utilities supplied by the application. Currently the ability to print mailing labels is the only utility available at this time. To access the mailing labels utility click on Tools and then Mailing Labels as shown below.

Printing Mailing Labels

NOTE: If your internet browser blocks the pop-up window when the Get Labels button is clicked refer to Appendix 1 at the bottom of this manual to add the ShowTracker.NET as a trusted site. You may have to select the labels you would like to print again after doing this the first time.

NOTE: In order to print mailing labels you will need to have the latest version of Adobe Reader installed on your PC or Mac. Adobe Reader can be obtained free of charge at www.Adobe.com. You will also need to use Avery label form 5160 to print the labels. These label forms can be found at most office supply stores as well as online at www.Avery.com.

Once you click on the Mailing Labels button the utility screen below will be displayed.

You can now search your contacts using the Contacts Search utility in the upper right hand corner to find the contacts that you would like to print labels for. Once you have identified the desired contacts you simply need to highlight the contact and click the Add to Label List button. This will add the contact to the print list as shown below.

If a contact has more than one address the additional address will be added to the list as well. You have the option to select the check box to the left of each address you wish to print or you can select the Check box in header to select all the address that are in the current list to print the entire set. Once you have identified the address you would like to print labels for you can click the Get Labels button on the lower right hand corner. A separate page will open with the labels formatted for printing as shown below.

You can now use the printing feature in Adobe or your web browser to print the mailing labels.

Reporting

The ShowTracker.NET system gives you a strong set of reports to manage your data. To access the reporting features of the ShowTracker.NET system you will need to click on the Reporting button in the master menu as shown below.

When you click on the reporting menu you will be presented with a number of options as shown below.

The reports that are available as shown above are the following:

Contacts – Detailed reports related to contacts such as contact details and order history at a contact level.

Sales – Detailed sales reports at the show, contact or time frame level.

Shows – Detailed information on show data.

Downline – Detailed aggregate sales and show data on individuals in your ShowTracker.NET downline.

Running a Standard Report

To run a report in the ShowTracker.Net system you will need to click on the Reporting button in the master menu and then select the type of report you would like to run as shown in the section above. Once you have selected the desired report the report will appear on a separate tab in the ShowTracker.NET main window as shown below. NOTE: All reporting is very similar so only the Sales Report will be covered in this manual.

You will then be presented with search criteria fields to narrow down you search. If no search criteria is supplied all the data relevant to the report will be displayed. To run the report you will click on the View Report Button. To print the report you will click on the Print Report Button. Once you have clicked on the View Report button the report will be displayed as shown below.

All ShowTracker.NET reports allow the user to drill down into more detailed information if further information is available. If more detailed information is available a Detail link will be displayed at the end of the data line. If you click on the Detail link you will be taken to a new tab showing the details of the previous line. The tab that you were initially on will remain in the main window as well. An example of clicking on the first detail line above is shown below.

When no Detail links appear you can not drill down any further into the data.

Running a Downline Report

To run a downline report in the ShowTracker.Net system you will need to click on the Reporting button in the master menu and then select the type of report you would like to run as shown in the section above. Once you have selected the desired report the report will appear on a separate tab in the ShowTracker.NET main window as shown below. NOTE: Both reports are very similar so only the Sales Report will be covered in this manual.

NOTE: In order to run reports in the downline section you will be required to have individuals in your downline. If you don’t have anyone in your ShowTracker.NET downline an error indicating that you have no downline contacts will be displayed in the top right hand corner of the report as shown below.

If you have contact in your down line the report will by default have the first contact in your downline list populated in the “Run Report for:” field. You can click the View Report button at this time or alter the search criteria as you desire. Once you click the View Report button you will see a report similar to the one below.

To protect the contact data for the people n your downline you will not be able to drill down further into the data. You will only be able to report on downline data in an aggregated manner.

Appendix 1: Adding www.ShowTracker.NET as a trusted site.

The ShowsTracker.NET system will at times use pop-up menus to display additional screens and functionality. In order for these screens not to get blocked by your browser www.ShowTracker.Net will need to be added as a trusted site in your browser. The procedures described here will work for either IE 6 or IE 7.

Open Internet Explorer and go to Tools-Internet Options-Security.

Click the "Security" tab and choose the "Trusted Sites" icon.

Then click on the button "Sites". A window will open, where you can add any sites that you wish to be in the Trusted zone. Be sure to remove the check by the entry "Require server verification (https:)...."

Enter the site of interest in the line provided. Site URLs can be typed in directly or entered by copying and pasting. A shortcut method of copying and pasting an URL from the IE address bar is to use the keyboard command ALT+D to select the Web address and then use CTRL+C to copy it to the Windows Clipboard. Then right-click in the space under "Add this Web site to the zone" and choose "Paste" from the context menu. The example below shows the NY Times site being added. Note that it is not an https site and that the appropriate box is unchecked. After entering a site click the "Add" button.

The site is now added to the list of trusted sites.