CandleBusinessTraining.com

 

Roy Juers & Stephanie Sterling,
Senior Director

 Inc
"Flame and Fortune"
Team Founders

Thanks for all your patience, enthusiasm, suggestions, donations, and testimonials!

It means so much!

 

Candle Business Tracker Support

 

Getting Support-

The Candle Business Tracker (also called the CBT) is a complex document, even though it is very simple to use.  There are a few basic things you should know and do, to get off on the right foot when you begin to use it.  Here are some things that will help you get started;

First, I'm here to help answer any questions you have about using the CBT, but it's hard for me to diagnose things that may be happening on your computer itself.  So it helps if you provide me some information so I can better assist you... things like:

  • Which version of the CBT you are currently using?

  • What kind of computer you use (PC or Mac) and what Operating System?

  • Do you have Microsoft Excel® or an Excel-friendly program like Open Office installed on your computer?

  • What tab of the CBT you were in when you began experiencing trouble?

  • Exactly what you were trying to do when you began experiencing trouble?

  • Have you gone through the Training Audio Series yet?

This information helps me a lot, so when writing for support for the first time, please try to include that info. 

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Do Not Call the Company for CBT Support-

While this website is linked to, through your company back office, and even though the company has approved this document, their Customer Service and IT Support teams cannot provide support for the CBT, and this is by design. 

One thing I wanted to ensure, is that the company doesn't get burdened with questions about the CBT, because they don't know the document, and their time is too valuable helping us maintain our distributorships.  That's why the CBT document itself is not in the back office.

Since this website was built exclusively for CBT distribution, training and support, it's here where you should initiate any contacts to get help... and I'll be happy to provide it... this baby's my pride & joy, so I'd love to see lots of people using it!

Go Through the Training Lessons-

Even if you're experienced with Excel®, it helps to go through the training lessons I built on the Training Audio Series page.  You can probably skip the Excel Basics lesson if you know Excel pretty well, but it helps to just familiarize yourself with all the functionality of the Tracker, before you contact us for support.  Many answers can be found there.

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Entering Your Inventory into the CBT for the First Time-

When you first start using the Tracker, here's what you'll want to do first:

  • Use a sheet of paper to tally all products you currently have, but keep any Candle of the Month products separate.

  • Enter your inventory (except the COTM products) into the January (JAN) tab of the spreadsheet, in the Beginning Inventory column. like a checkbook, entering them into columns shown on the Schedule C, for much easier tax return preparation

  • Add your COTM products in the tab of the month they were released, on the day you typically receive them. 

  • Enter your mileage from business trips, and it automatically transfers to your expense spreadsheet, in the reserved Mileage row for that month.

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REMEMBER: The Tracker is an Excel 2003-based document, through Version 0601.  All later versions will be built in Excel 2007.

Your computer must have Microsoft Excel
©, or a program capable of "reading and writing" Excel documents (such as OpenOffice©)
in order for you to use it.

However, after Version 0601, you must have Excel 2007 or later, or Open Office 3.0.1 or later, in order to work with the new Excel file format.

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MORE INFORMATION WILL BE ENTERED HERE IN THE COMING DAYS & WEEKS

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Thanks for all your patience, help and questions...
Keep It Coming!

------------------------------ Roy

 


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Roy Juers & Stephanie Sterling, Senior Director

Spreadsheet Author, The Flame and Fortune Team Founders

PO Box 4012, Woodbridge, VA 22194

(703) 497-4727

E-Mail: RoyJuers@mac.com

 

 

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Candle Business Tracker, Tax Deduction Guide,
 Flame and Fortune Team, Mia Bella Team Builders