Managers Manual
Managers have special rights on the shop site, which allows them to cancel orders, process refunds and resend the electronic receipts of purchases to families, using the Connect option.
If you don't currently have this functionality, you can email our helpdesk - helpdesk@kindo.co.nz - to request this.
Accessing the Connect page functions
1. Open the shop site https://shop.tgcl.co.nz, and login with your email and password.2. Click on the Connect option, and the following screen should appear:
Searching
You can search using the family name of the person listed as
the contact/account holder or their email address (usually caregivers' details)
or using the students first name.
We recommend using the students first name for searching, to avoid any confusion if the student’s surname is a different surname from the account holder (caregiver).
1. By default, any schools you have manager rights to, will show in the right-hand School/Organisation field.
2. Enter the students’ first name in the Student/Member field. Alternatively enter in the first few letters of the Family Surname in the Caregiver last name or email field.
This is the parent or account holders’
surname which may be different from the child’s surname.
3. A single match will bring up the details. If there are multiple matches, a list of names will appear, and you will need to select the correct account by clicking on the name.
4. The caregivers' details will be displayed at the top of the page,
followed by the transaction records.
These records will include all transactions – top-ups, purchases,
and refunds, and are displayed in date order, with the most recent at the top.
If a customer has transactions with a different supplier,
they will not be visible.
Refunds
Refunds can be made at any time, and the money will go back
into the myKindo account.
This will show when caregivers search in My orders on myKindo.
The refund amount will appear as a deduction on your weekly invoice.
1. Find the appropriate payment you need to refund. (See steps 1 – 4 under Searching)2. Click Refund next to the transaction you need to refund.
If there was more than one item purchased in the transaction, each item will be displayed separately. (Multiple purchases of the same item will be shown together.)2.1 Click on the box next to the item to refund to select it.2.2 Adjust the dollar amount if needed.2.3 Adjust the stock if required. (E.g. if an item(s) is being added back to stock, enter the quantity to be added back in.)2.4 A comment needs to be entered into the comment box – the reason for the refund for example.2.5 Click Submit.
The refund information will appear in red, under the
original transaction, and also as a separate individual transaction.
Cancel Order
This can be used when the order
has just been placed, and it is before the cut-off time for that service, or
prior to 23.59 if no cut-off has been selected, and the order status has not
been changed to processed or completed.
1. Find the appropriate order to cancel. (See steps 1 – 4 under Searching).
2. Click on Cancel, next to the appropriate order.
3. Select Yes.
The order that was cancelled will now appear faded on the
order transaction page.
Send confirmation
When any transaction is made, Kindo will automatically send
an email confirmation of that purchase or top up to the account email for that
family.
1. Find the appropriate order to which the confirmation is required. (See steps 1 – 4 under Searching).2. Click Send Confirmation next to the appropriate order.3. The following pop-up box will appear. Select Yes to confirm.
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