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 Setup Your Program

Manna Manager is almost entirely installed and setup before you first login. However before you start accepting orders, there are a few setup items you must complete.

The configuring (setup) process includes the following five steps:

  1. Edit general program settings
  2. Create vendors
  3. Input certificates
  4. Setup calendar (if applicable)
  5. Add Users (if applicable)

1. Edit settings - Navigate to Site Settings (Administration > Settings > Site Settings). This site settings page contains the general settings and options for your individual program. The site settings is divided into three tabbed areas.

Site Settings Tabs

The options tab is for general site settings and program options. The user area tab contains all settings and options specific to the user area of Manna Manager. Likewise the admin area tab contains all settings and options specific to the administration area. Please review all the options and settings to ensure Manna Manager is correct for your organizations requirements. The most important settings and options are highlighted below.

Options Tab

  • Site Name: The site name of your website (Pre-set)
  • Time Zone: Select the time zone of your organization.
  • Order Schedule: Select order schedule period. The four options include a mix of scheduled and continuous ordering. The user area may have either scheduled or continuous and the admin area may have either or both simultaneously. Scheduled ordering allows an order date to be set and users may place their orders any time prior to the due date. Each user may only have one order per due date. Continuous ordering allows an unlimited number of orders. There are no due dates set and users may place an order at any time. Administrators may enter orders for any date. There are no limits to the number of orders a user may have for each day. Handling Cash and Carry Sales? Continuous ordering is often run along side scheduled ordering if an organization handles cash and carry sales. The user side is set to scheduled ordering while the administration area is set to both.
  • Current Year Start Date: Set the date for year to date functions to begin.
  • Default Organization Percentage: The default organization percentage value will be used when adding or editing certificates and you chose not to manually split the certificate percentage between the user and organization credit fields. Enter 50% as .5. (Example: Default percentage is 0.5. When adding a certificate and you enter .1 into the auto percentage field, Manna Manager will automatically store .05 for the user credit and .05 for the organization credit)
  • Thresholds: To enable thresholds select on. Thresholds require a user to obtain a set credit amount before he/she earns tuition credit. The threshold amount is set in each users profile.
  • Self Register: Select yes or no to allow users to self-register. Note: Selecting no means you must register/add them yourself.

User Area Tab

  • Percent(s) Displayed on Certificate List: User: only the user’s percentage is displayed. Organization: only the organization’s percentage is displayed. Both: both the user and the organization percentages are displayed in separate columns. None: neither percentages are displayed.
  • Percent(s) Displayed on Order Form: Only one percentage value can be displayed on the order form. User: only the user’s percentage is displayed. Organization: only the organization’s percentage is displayed. Combined: both the user and the organization percentages are summed and displayed as one value. None: no percentage is displayed.

* Change additional settings as needed to customize your program.

2. Create Vendors - Navigate to Vendor Settings (Administration > Certificates > Vendors). Vendor settings allow you to organize the vendors you purchase your certificate orders from. Manna, Great Lakes, and Direct are preloaded. You may 'disable' them if your program does not use any of these. To add your own vendors, select 'New Vendor' and input the required information. Default shipping must not include the dollar sign ($5.00=5). Note: The Manna Group vendor has a preset shipping calculation based on the vendors shipping.

3. Input certificates - You must configure the program with the certificates and the credit percentages your organization uses. Your Manna Manager account is not preloaded with a certificate list nor a certificate list from any of the preset vendors. We chose to let each organization add the certificates that they sell. If you already have a certificate list, Manna Manager staff can save you time by importing it directly into the software. Please submit a support ticket for assistance. To manually add certificates navigate to Certificates (Administration > Certificates > Certificates). To add certificates, select 'New Certificate'.

Manna Manager allows the discount percentage to be split between the user and organization for each certificate. (Example 60/40 split for a 8% discount. Enter .048 into the user field and .032 into the organization field)

4. Calendar - If your organization is using scheduled ordering, you must setup the calendar. Navigate to Calendar (Administration > Settings > Calendar). Calendar settings allow you to add an ordering period for users to order certificates. An ordering period or ‘Week’ contains an order due date, payment due date, and delivery/pickup date. Manna Manager often refers to an ordering period as a week since most ordering is done on a weekly basis, however due dates are not required to be at weekly intervals. All time entered is on the 24 hour clock. Click 'Add Week' and enter information to add ordering periods. Note: This must be done for each ordering period. If you have a period each week, it must be done for each week. It can be done multiple periods in advance. To accept orders your program MUST ALWAYS contain a future ordering period due date.

5. Add Users - Navigate to Users (Administration > Users). The user page allows you to add, edit, and delete users. The users access the program through the Manna Manager User area. From here they can register themselves or you can prescreen by inputting all users and issue usernames and initial passwords (users may change password upon login if enabled). Manna Manager staff is able to import a user list similar to the certificates described above. Please submit a support ticket for assistance.

Select New User from the menu bar and fill out the form.

Access Setting: Permit users administration access if desirable. You may have an unlimited number of users with administration access.
Manna Settings: Normal credit - users gets normal credit set in certificates page.
School 100% - School gets all credit if users desires
School 0% - School gets no credit/user gets entire credit

Your setup process is complete!! Now users may begin registering or logging in and ordering certificates. Manna Manager allows you to manage all aspects of this process. A detailed explanation of all functions is described below.


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