Online Training Manual
Content
Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) Once you login to the Shaklee Malaysia online system, you will see the following screen with the following tabs.
(Note: (Note: For 1 s t time log log in, y ou will need need to to chang e your pass word before before performing any trans action) action) A. B. C. D. E. F. G. H. I.
Member Message ……………………………………………………………………………………………… Page 1- 3 Genealogy Inquiry …………………………………………………………………………………………… .. Page 4- 6 Bonus Inquiry ………………………………………………………………………………………………… .. Page 7- 7 UV transfer ……………………………………………………………………………………………………… Page 8-10 Online Enrollment …………………………………………………………………………………………… .. Page 11-13 Shopping ……………………………………………………………………………………………………… .. Page 14-18 My Account …………………………………………………………………………………………………… .. Page 19-22 Calendar ………………………………………………………………………………………………………… Page 22-24 Resource Center ………………………………………………………………………………………………. Page 25-27
Please click on to the respective tab to access and perform the respective transaction accordingly.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) A. Member Message
1. C orporate News
There are 2 ways to view the news published by Shaklee Malaysia Option 2 Click the news that you want to read from the scrolling subjects/ topics from the left scrolling panel.
Option 1 Click the news which you wish to read from the list of subjects/ topics.
After you have click on the subjects/ topics, the system will publish the selected news accordingly
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 2. Pers onal Memo
You can record any note or memo on this page as a reminder to you on your next login.
Click onto the Personal Memo tab. You will see a text box for you to key in any memo/ note.
To save the memo/ notes, click onto the Save Memo button at the bottom right after you have keyed in the necessary memo/ note.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) B. Genealogy Inquiry
You can check your genealogy online. Click onto G enealog y Inquiry Tab and you will see the following screen.
Sample Report
Please select number of level you want to view your genealogy from the pull down menu as per the following.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Next, please select whether you wish to view your personal group OR breakaway downline summary from the pull down menu as per below.
Sample Report
Next, please select for which month genealogy you wish to view from the pull down menu as per below.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After making all the selection, please click onto the S earch button to generate the genealogy accordingly.
Sample Report
To print or save the genealogy in your PC, please click onto the Ex port PDF button to download the genealogy in PDF format which you can either print or save in your PC. Click OK to open the PDF file.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) C. Bonus Inquiry
You can check your bonus details and history online. Click onto Bonus Inquiry Tab and you will see the following screen.
Sample Report
Please select the month and year in order for the system to show you your bonus details for the indicated month and year.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) D. UV transfer
You can transfer UV & PV to your down line (within the same organization) on your own. Please click onto the UV Transfer tab and you will see the following screen.
Please key in the down line ID and click onto another input field. The system will automatically come up with the distributor name from the system.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Please key in the amount of UV and PV which you wish to transfer to the down line. Please take note that the PV/UV ratio must be within the range of 2.8 to 3.8, otherwise the system will not allow you to save the UV transfer transaction and you will see an error message on the system. If you have keyed in all the correct inputs needed, click onto Submit button at the bottom right to save the transaction and you will see the message prompt up to inform you that the transaction has been successfully saved.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
To check the UV transfer from your account/ to your account, please click His tory S ummary tab. You can see transactions for the past 6 months inclusive of the current month. Please select the month and year accordingly.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
E. Online Enrollment
You can register your prospect online. Please click the Online Enrollment tab and you will see the following screen. You shall explain the Dis tributors hip Ag reement to the new enrollee and select A g ree and then click onto the Next button to go for the next step, where you can see the following screen
You can key in all the particulars of the new enrollee as per listed in the following screen, especially the compulsory fields.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After keying in all the particulars, click onto the Submit button at the bottom to save the new application record. The system will automatically generate the ID number for the new distributor (enrollee). The new distributor can
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
now log in to the system by using the ID and the temporary password generated.
After the enrollment process, the system will lead the sponsor to the new distributor online purchasing page in the following screen. Please refer to Section F for the user guide for online S hoppi ng . The new distributor shall either buy the opportunity kit OR other products worth 200UV to join for free.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) F. Shopping To place your order online, please click onto the S hopping tab and you will see the following screen.
Please go through the online order Agreement before you select A g ree and click Next . Thereafter, you will see the following screen. Please key in your latest email address which is compulsory. The order confirmation will be sent to this email address after the order has been completed. Click Confirmed to go to shopping cart (the following screen).
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Please select the product type that you want to buy and the system will only show the products listed in the selected category or you can also do a search by the product code or product name.
Click onto the product you wish to buy and the system will show the details of the product selected, such as price, UV, PV and other details.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
If you want to order this product, click on A dd To S hopping C art and the system will lead you to the following screen, which you can decide and key in the quantity that you wish to order. You can also see the total UV, PV and ordered amount on the same screen. Click on Cancel in order to cancel/ edit the shopping list.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You can either continue to add in product into the shopping cart by selecting C ontinue to Order or check out by selecting S ubmit . After you select S ubmit , the system will lead you to payment method screen. Select a payment method and key in the exact amount according to your order total. For new distributor, please select the opportunity kit of your choice before clicking C onfir m your payment method .
You will need to check your order and payment details thoroughly before you click on Confirm O rder .
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
A pop-up message will appear to inform you if the payment authentication is successful.
After you click OK , the system will show the order confirmation screen which you can print it out for your reference. You will also receive SMS and email on the order confirmation.
: myShakleeCRM shaklee.com.my
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) G. My Account Please click on My A cc ount tab and you will see the following screen with 4 sub-tabs.
1. Member Data Click on Member Data tab to amend personal details. You can only amend the following personal
particulars online (which is highlighted in green): Preferred Name Full Name Email address Contact numbers Addresses Bonus issue type Bank name and account number
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After amending the necessary details, please click on S ubmit button to save the amendments and you will see the following message from the system to confirm your data has been updated successfully.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 2. E -C ash
To check E-Cash (with UV & PV) and/or E-Cash (Overpayment) transactions history and balance, please click onto E-Cash tab and you will see the following screen that will show you the records.
From the above screen, you can check on: Transaction date for the E-Cash The type of E-Cash for each transaction Reference number for each transaction The amount for each transaction Validity period for the E-Cash Sub-total of each E-Cash types and the total of all E-Cash (with UV & PV)
3. C hang e Pas s word
To change password, please click Change Password tab and you will see the following screen.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 4. Redemption
To check transactions history for redemption by using E-cash (without UV & PV), please click onto
Redemption tab and you will see the following screen.
From the above screen, you can check: Transaction date for each redemption E-Cash type for each redemption Reference number for redemption Amount of each redemption Validity period for E-Cash Total of all E-Cash (without UV & PV) and expired E-Cash
H. Calendar
You can check the company events scheduled and can register themselves for the event online. Please click onto Calendar tab and you will see the following screen.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Click onto Click Here to see events to check what is the event available on that particular day. The event will be shown on the bottom of the calendar. Click onto the event name to call out the details of the event as per screen below :
To register the event, click onto R egis ter Online.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You will see the following form which you need to fill in contact details, No of pax and comments and click Confirm Reg is tration.
You will see the following message to inform you that you have registered the event successfully.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) I.
Resource Center
You can view and download training materials, products information, flyers, brochures and etc. from the Resource Center area. Please click onto R esource Center tab and you will see the following screen :
First Step - Select the file type you wish to download, for example Training , the system will show you all the files that are available under the Training category.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
If you wish to save the file, you can click on Download in order to save the file into your Pc.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You can also use the search function to search for the file name. If you are not sure on which category/ type is the specific file is stored in, then you may just key in the file name or partial of the file name in the search column and click S earch . The system will call out all the files that consist of the words that you have keyed in. You can also choose to download different languages’ materials by choosing the desired language in the File Lang uag e.
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(Note: (Note: For 1 s t time log log in, y ou will need need to to chang e your pass word before before performing any trans action) action) A. B. C. D. E. F. G. H. I.
Member Message ……………………………………………………………………………………………… Page 1- 3 Genealogy Inquiry …………………………………………………………………………………………… .. Page 4- 6 Bonus Inquiry ………………………………………………………………………………………………… .. Page 7- 7 UV transfer ……………………………………………………………………………………………………… Page 8-10 Online Enrollment …………………………………………………………………………………………… .. Page 11-13 Shopping ……………………………………………………………………………………………………… .. Page 14-18 My Account …………………………………………………………………………………………………… .. Page 19-22 Calendar ………………………………………………………………………………………………………… Page 22-24 Resource Center ………………………………………………………………………………………………. Page 25-27
Please click on to the respective tab to access and perform the respective transaction accordingly.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) A. Member Message
1. C orporate News
There are 2 ways to view the news published by Shaklee Malaysia Option 2 Click the news that you want to read from the scrolling subjects/ topics from the left scrolling panel.
Option 1 Click the news which you wish to read from the list of subjects/ topics.
After you have click on the subjects/ topics, the system will publish the selected news accordingly
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 2. Pers onal Memo
You can record any note or memo on this page as a reminder to you on your next login.
Click onto the Personal Memo tab. You will see a text box for you to key in any memo/ note.
To save the memo/ notes, click onto the Save Memo button at the bottom right after you have keyed in the necessary memo/ note.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) B. Genealogy Inquiry
You can check your genealogy online. Click onto G enealog y Inquiry Tab and you will see the following screen.
Sample Report
Please select number of level you want to view your genealogy from the pull down menu as per the following.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Next, please select whether you wish to view your personal group OR breakaway downline summary from the pull down menu as per below.
Sample Report
Next, please select for which month genealogy you wish to view from the pull down menu as per below.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After making all the selection, please click onto the S earch button to generate the genealogy accordingly.
Sample Report
To print or save the genealogy in your PC, please click onto the Ex port PDF button to download the genealogy in PDF format which you can either print or save in your PC. Click OK to open the PDF file.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) C. Bonus Inquiry
You can check your bonus details and history online. Click onto Bonus Inquiry Tab and you will see the following screen.
Sample Report
Please select the month and year in order for the system to show you your bonus details for the indicated month and year.
Sample Report
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) D. UV transfer
You can transfer UV & PV to your down line (within the same organization) on your own. Please click onto the UV Transfer tab and you will see the following screen.
Please key in the down line ID and click onto another input field. The system will automatically come up with the distributor name from the system.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Please key in the amount of UV and PV which you wish to transfer to the down line. Please take note that the PV/UV ratio must be within the range of 2.8 to 3.8, otherwise the system will not allow you to save the UV transfer transaction and you will see an error message on the system. If you have keyed in all the correct inputs needed, click onto Submit button at the bottom right to save the transaction and you will see the message prompt up to inform you that the transaction has been successfully saved.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
To check the UV transfer from your account/ to your account, please click His tory S ummary tab. You can see transactions for the past 6 months inclusive of the current month. Please select the month and year accordingly.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
E. Online Enrollment
You can register your prospect online. Please click the Online Enrollment tab and you will see the following screen. You shall explain the Dis tributors hip Ag reement to the new enrollee and select A g ree and then click onto the Next button to go for the next step, where you can see the following screen
You can key in all the particulars of the new enrollee as per listed in the following screen, especially the compulsory fields.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After keying in all the particulars, click onto the Submit button at the bottom to save the new application record. The system will automatically generate the ID number for the new distributor (enrollee). The new distributor can
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
now log in to the system by using the ID and the temporary password generated.
After the enrollment process, the system will lead the sponsor to the new distributor online purchasing page in the following screen. Please refer to Section F for the user guide for online S hoppi ng . The new distributor shall either buy the opportunity kit OR other products worth 200UV to join for free.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) F. Shopping To place your order online, please click onto the S hopping tab and you will see the following screen.
Please go through the online order Agreement before you select A g ree and click Next . Thereafter, you will see the following screen. Please key in your latest email address which is compulsory. The order confirmation will be sent to this email address after the order has been completed. Click Confirmed to go to shopping cart (the following screen).
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Please select the product type that you want to buy and the system will only show the products listed in the selected category or you can also do a search by the product code or product name.
Click onto the product you wish to buy and the system will show the details of the product selected, such as price, UV, PV and other details.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
If you want to order this product, click on A dd To S hopping C art and the system will lead you to the following screen, which you can decide and key in the quantity that you wish to order. You can also see the total UV, PV and ordered amount on the same screen. Click on Cancel in order to cancel/ edit the shopping list.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You can either continue to add in product into the shopping cart by selecting C ontinue to Order or check out by selecting S ubmit . After you select S ubmit , the system will lead you to payment method screen. Select a payment method and key in the exact amount according to your order total. For new distributor, please select the opportunity kit of your choice before clicking C onfir m your payment method .
You will need to check your order and payment details thoroughly before you click on Confirm O rder .
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
A pop-up message will appear to inform you if the payment authentication is successful.
After you click OK , the system will show the order confirmation screen which you can print it out for your reference. You will also receive SMS and email on the order confirmation.
: myShakleeCRM shaklee.com.my
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) G. My Account Please click on My A cc ount tab and you will see the following screen with 4 sub-tabs.
1. Member Data Click on Member Data tab to amend personal details. You can only amend the following personal
particulars online (which is highlighted in green): Preferred Name Full Name Email address Contact numbers Addresses Bonus issue type Bank name and account number
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
After amending the necessary details, please click on S ubmit button to save the amendments and you will see the following message from the system to confirm your data has been updated successfully.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 2. E -C ash
To check E-Cash (with UV & PV) and/or E-Cash (Overpayment) transactions history and balance, please click onto E-Cash tab and you will see the following screen that will show you the records.
From the above screen, you can check on: Transaction date for the E-Cash The type of E-Cash for each transaction Reference number for each transaction The amount for each transaction Validity period for the E-Cash Sub-total of each E-Cash types and the total of all E-Cash (with UV & PV)
3. C hang e Pas s word
To change password, please click Change Password tab and you will see the following screen.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) 4. Redemption
To check transactions history for redemption by using E-cash (without UV & PV), please click onto
Redemption tab and you will see the following screen.
From the above screen, you can check: Transaction date for each redemption E-Cash type for each redemption Reference number for redemption Amount of each redemption Validity period for E-Cash Total of all E-Cash (without UV & PV) and expired E-Cash
H. Calendar
You can check the company events scheduled and can register themselves for the event online. Please click onto Calendar tab and you will see the following screen.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
Click onto Click Here to see events to check what is the event available on that particular day. The event will be shown on the bottom of the calendar. Click onto the event name to call out the details of the event as per screen below :
To register the event, click onto R egis ter Online.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You will see the following form which you need to fill in contact details, No of pax and comments and click Confirm Reg is tration.
You will see the following message to inform you that you have registered the event successfully.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en) I.
Resource Center
You can view and download training materials, products information, flyers, brochures and etc. from the Resource Center area. Please click onto R esource Center tab and you will see the following screen :
First Step - Select the file type you wish to download, for example Training , the system will show you all the files that are available under the Training category.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
If you wish to save the file, you can click on Download in order to save the file into your Pc.
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Shaklee Online Business Center - User Guide (https://www.shaklee2u.com.my/mbst_en)
You can also use the search function to search for the file name. If you are not sure on which category/ type is the specific file is stored in, then you may just key in the file name or partial of the file name in the search column and click S earch . The system will call out all the files that consist of the words that you have keyed in. You can also choose to download different languages’ materials by choosing the desired language in the File Lang uag e.
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