{"id":59873,"date":"2026-08-11T05:26:42","date_gmt":"2026-08-11T05:26:42","guid":{"rendered":"https:\/\/www.cos.net.au\/c\/?page_id=59873"},"modified":"2026-08-13T02:59:10","modified_gmt":"2026-08-13T02:59:10","slug":"bts-parent-portal-packs-guide","status":"publish","type":"page","link":"https:\/\/www.cos.net.au\/c\/bts-parent-portal-packs-guide","title":{"rendered":"BTS Parent Portal Packs Guide"},"content":{"rendered":"\t\t
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Get Started with Your BTS Parent Portal Packs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Welcome to the introductory guide for the BTS Parent Portal Packs and its key features!<\/strong><\/p>

This guide will show you how the BTS Parent Portal can simplify and improve your pack management experience. The portal has been designed with simplicity in mind, making it easy to create, manage and order customised school packs for parents.<\/p>

When you first log in to COSnet you\u2019ll be asked ‘where would you like to go today’<\/strong><\/span>.<\/p>

There are two options:<\/p>

  • Everyday School Ordering<\/b><\/span> \u2013 for purchasing individual school items at standard prices with fast, on-demand delivery throughout the year.<\/li>
  • Back to School Ordering<\/b><\/span> \u2013 for creating and managing customised School Packs, as well as placing bulk orders in advance for the upcoming school year.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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    To create your School Packs, select Back to School Assistant<\/strong>. This will take you to the main Back to School dashboard, where you can choose the School Packs<\/strong> option to start creating and managing your packs.<\/span><\/span><\/p>

    Helpful Tips Along the Way: <\/span><\/b>As you move through the portal, keep an eye out for the pink paperclip icon. It highlights useful tips, guidance, and\u00a0important information\u00a0to help make your\u00a0BTS\u00a0experience as smooth and easy as possible.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Parent Portal Packs<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Parent Portal Packs<\/span><\/span>\u00a0is where you can create, manage, and prepare your school packs for parents.<\/span>\u00a0<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    How to Get Started <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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    If your school is using\u00a0the\u00a0<\/span>Parent Portal\u00a0Pack Builder<\/span><\/b>\u00a0for the first time,\u00a0you’ll\u00a0be guided through setting up your first Parent Portal pack.<\/span>\u00a0<\/span><\/p>

    \u00a0<\/span>You can choose to:<\/span>\u00a0<\/span><\/p>

    • Upload your pack information<\/span><\/b>\u00a0using\u00a0an upload, or<\/span>\u00a0<\/span><\/li><\/ul>
      • Create your pack manually<\/span><\/b>\u00a0by\u00a0selecting products via\u00a0our pack builder\u00a0yourself.<\/span>\u00a0<\/span><\/li><\/ul>

        Upload Your Pack Information<\/span><\/b>\u00a0<\/span>\u00a0<\/span><\/p>

        Getting started is easy! Simply upload your order and\u00a0we’ll\u00a0help you build your pack in just a few steps.<\/span>\u00a0<\/span><\/p>

        Step 1<\/span><\/b>: Upload Your Order<\/span>\u00a0<\/span><\/p>

        Upload your order in PDF, Word, or Excel format. For the best experience, please ensure your file\u00a0contains\u00a0one order only, as files with multiple orders may not process correctly.<\/span>\u00a0<\/span><\/p>

        Step 2<\/span><\/b>: Review Your Product Options<\/span>\u00a0<\/span><\/p>

        We’ll\u00a0automatically review your order and match the products where possible. For each item,\u00a0you’ll\u00a0be presented with suitable alternatives to choose from.<\/span>\u00a0<\/span><\/p>

        S<\/span><\/b>tep 3<\/span><\/b>: Select What Works Best for You<\/span>\u00a0<\/span><\/p>

        Choose the products that best meet your needs, one item at a time. To make the process even easier, you can also use:<\/span>\u00a0<\/span><\/p>

        • Best Match \u2013 Selects the closest available options based on your order.<\/span>\u00a0<\/span><\/li><\/ul>
          • Best Value \u2013 Selects options that offer the best overall value for your pack.<\/span>\u00a0<\/span><\/li><\/ul>

            Step 4<\/span><\/b>: Keep Track of Your Total<\/span>\u00a0<\/span><\/p>

            As you make your selections,\u00a0we’ll\u00a0show your pack total so you can easily compare options and stay within budget. You can also view the total when using the Best Match or Best Value selections.<\/span>\u00a0<\/span>\u00a0<\/span><\/p>

            Step 5<\/span><\/b>: Create Your Pack<\/span>\u00a0<\/span><\/p>

            Once\u00a0you’re\u00a0happy with your selections, click Create Pack and\u00a0you’re\u00a0all set!<\/span>\u00a0<\/span><\/p>

            Good to know: You can edit your pack at any time after\u00a0it’s\u00a0been created, giving you the flexibility to make changes whenever needed.\u00a0<\/span>\u00a0<\/span><\/p>

            Returning Schools<\/span><\/b>\u00a0<\/span><\/p>

            If your school has\u00a0created packs\u00a0before,\u00a0we’ve\u00a0made things even easier. Your previous year’s packs will already be available as\u00a0<\/span>Drafts<\/span><\/b>, giving you a head start when preparing your new packs.<\/span>\u00a0<\/span><\/p>

            This means you can review, update, and publish your packs without having to\u00a0start from scratch.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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            Parent Portal Pack Summary <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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            The\u00a0<\/span>Parent Portal Pack Summary<\/span><\/b>\u00a0page gives you a quick and easy overview of all your school’s Parent Portal packs in one place.<\/span>\u00a0<\/span><\/p>

            From this page, you can:<\/span>\u00a0<\/span><\/p>

            • View all available packs<\/span>\u00a0<\/span><\/li><\/ul>
              • Check each pack’s status<\/span>\u00a0<\/span><\/li><\/ul>
                • See who the pack is assigned to<\/span>\u00a0<\/span><\/li><\/ul>
                  • Review pack totals<\/span>\u00a0<\/span><\/li>
                  • Access quick action buttons to manage packs more efficiently<\/span>\u00a0<\/span><\/li><\/ul>

                    [Insert image of Summary page]<\/span><\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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                    Making Quick Updates <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                    Need to make a change? Simply\u00a0<\/span><\/span>double-click<\/span><\/span><\/strong>\u00a0on a pack name or status within the summary page to edit it directly. This makes it easy to keep your pack information up to date without opening each pack individually.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                    School Note <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                    The School Note section lets you share\u00a0important information\u00a0and messages with parents when they log in to the\u00a0<\/span>COS Parent Portal<\/span><\/b>.<\/span>\u00a0<\/span><\/p>

                    Use this area to communicate key details, reminders, instructions, or updates that parents need to see before placing their orders.<\/span>\u00a0<\/span><\/p>

                    A clear and helpful school note can ensure parents have the information they need, reducing questions and making the ordering process smoother for everyone.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                    New Pack Status for Better Management <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                    To make it easier to track the progress of your Parent Portal packs,\u00a0we’ve\u00a0introduced several pack statuses. These statuses help you quickly see where each pack is up to and what action may be\u00a0required.<\/span>\u00a0<\/span><\/p>

                    • Draft<\/span><\/b>\u00a0\u2013 A newly created pack that has not yet been worked on.\u00a0<\/span>(Automatically assigned)<\/span><\/i>\u00a0<\/span><\/li><\/ul>
                      • In Progress<\/span><\/b>\u00a0\u2013 A pack that is currently being prepared or updated.\u00a0<\/span>(Manually assigned)<\/span><\/i>\u00a0<\/span><\/li><\/ul>
                        • Assigned<\/span><\/b>\u00a0\u2013 The pack has been assigned to a user for review. An email notification will be sent automatically.\u00a0<\/span>(Automatically assigned)<\/span><\/i>\u00a0<\/span><\/li><\/ul>
                          • Back for Review<\/span><\/b>\u00a0\u2013 The pack has been reviewed and returned for approval, updates, or finalisation before it can be published.<\/span>\u00a0<\/span><\/li><\/ul>
                            • Finalised<\/span><\/b>\u00a0\u2013 In the finalised tab you will see packs with this status, these packs have been processed and are not modifiable.<\/span>\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                              Quick Actions <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                              The Parent Portal includes a range of quick action tools to help you manage your packs efficiently.<\/span>\u00a0<\/span><\/p>

                              • New Pack<\/span><\/b>\u00a0\u2013\u00a0Create a new Parent Portal pack and, if needed, easily add a drawstring bag as part of the setup process<\/span>\u00a0<\/span><\/li><\/ul>
                                • Assign Pack<\/span><\/b>\u00a0\u2013 Assign a pack to another user for review. The assigned user will receive an email notification.<\/span>\u00a0<\/span><\/li><\/ul>
                                  • Clone<\/span><\/b>\u00a0\u2013 Copy an existing pack to create a similar pack for another year level or group, saving you time and effort.<\/span>\u00a0<\/span><\/li><\/ul>
                                    • Delete<\/span><\/b>\u00a0\u2013 Permanently remove selected packs.<\/span>\u00a0<\/span><\/li><\/ul>
                                      • Print \/ Email<\/span><\/b>\u00a0\u2013 Export individual or multiple packs as a\u00a0<\/span>PDF<\/span><\/b>\u00a0or\u00a0<\/span>Excel file<\/span><\/b>\u00a0for printing or sharing via email. Remember to download the file before printing.<\/span>\u00a0<\/span><\/li><\/ul>
                                        • Edit Pack Information<\/span><\/b>\u00a0\u2013 Make updates directly within the summary grid.<\/span>\u00a0<\/span><\/li><\/ul>
                                          • Test \/ Publish<\/span><\/b>\u00a0\u2013 Preview your packs in the COSNet\u00a0Parent Portal\u00a0test environment before making them live. (More information is provided later in this guide.)<\/span>\u00a0<\/span><\/li><\/ul>
                                            • Finalise Selected Packs<\/span><\/b>\u00a0\u2013 Submit your completed packs to COS for processing.<\/span>\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                                              Personalise Your View <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                              You can customise the Parent Portal Summary page to display information in the way that works best for you.<\/span>\u00a0<\/span>\u00a0<\/span><\/p>

                                              Organise Your Columns<\/span><\/b>\u00a0<\/span><\/p>

                                              • Drag and drop column headers to rearrange them.<\/span>\u00a0<\/span><\/li><\/ul>
                                                • Click any column header to sort information in ascending or descending order.<\/span>\u00a0<\/span><\/li><\/ul>

                                                  Advanced Column Options<\/span><\/b>\u00a0<\/span><\/p>

                                                  Hover over the right side of a column header to access additional settings:<\/span>\u00a0<\/span><\/p>

                                                  • Pin Columns<\/span><\/b>\u00a0\u2013 Keep important columns fixed in place while scrolling.<\/span>\u00a0<\/span><\/li><\/ul>
                                                    • Hide Columns<\/span><\/b>\u00a0\u2013 Remove columns from view.<\/span>\u00a0<\/span><\/li><\/ul>
                                                      • Auto-size Columns<\/span><\/b>\u00a0\u2013 Automatically adjust column widths to fit the content.<\/span>\u00a0<\/span><\/li><\/ul>
                                                        • Filter Columns<\/span><\/b>\u00a0\u2013 Display only the information you need.<\/span>\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                                                          Navigation Buttons <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                          To help you move around the portal more easily,\u00a0you’ll\u00a0find several navigation buttons\u00a0on\u00a0the bottom\u00a0of each page\u00a0<\/span>in the convenient sticky footer.<\/span>\u00a0<\/span><\/p>

                                                          • To Current Pack<\/span><\/b>\u00a0\u2013 Returns you to the pack you are currently working on.<\/span>\u00a0<\/span><\/li><\/ul>
                                                            • To Summary<\/span><\/b>\u00a0\u2013 Takes you back to the Parent Portal Pack Summary page.<\/span>\u00a0<\/span><\/li><\/ul>
                                                              • Contact Your Representative<\/span><\/b>\u00a0\u2013 Opens an email to your COS representative if you need\u00a0assistance.<\/span>\u00a0<\/span><\/li><\/ul>
                                                                • Can’t Find a Product?<\/span><\/b>\u00a0\u2013 Submit a product enquiry form. Your request will be emailed directly to your COS representative for follow-up.<\/span>\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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                                                                  Returning to the BTS Dashboard <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                  At any time, you can return to the\u00a0<\/span>BTS Dashboard<\/span><\/b>\u00a0by clicking the\u00a0<\/span>COS logo<\/span><\/b>\u00a0at the top of the page. This provides a quick and\u00a0easy way\u00a0to navigate back to the main menu.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                                                                  Uploading your School Logo <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                  This section\u00a0<\/span>in the top\u00a0<\/span>right-hand<\/span>\u00a0corner\u00a0<\/span>allows you to upload your school logo to the BTS Assistant. Your logo will be featured in the Parent Letter, helping to create a more personalised experience for your school community. If you\u00a0<\/span>haven’t<\/span>\u00a0uploaded your logo at this stage,\u00a0<\/span>don’t<\/span>\u00a0worry\u2014<\/span>we’ll<\/span>\u00a0remind you to do so before you finalise your packs.<\/span><\/span>\u00a0<\/span><\/span>\u00a0<\/span><\/p>

                                                                  Note:\u00a0<\/span>PNG format is only available<\/span>, image file must be less than 2MB.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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                                                                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Parent\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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                                                                  How to Build Your Parent Portal Packs<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                                                                  To start adding products,\u00a0click into\u00a0a\u00a0pack. You can then find items by\u00a0using the search bar\u00a0or\u00a0browsing our categories.\u00a0<\/span>\u00a0<\/span><\/p>

                                                                  To\u00a0make\u00a0your\u00a0pack\u00a0building\u00a0experience\u00a0seamless\u00a0we\u00a0have added a\u00a0series of new\u00a0features this year.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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                                                                  Pack Dropdown Menu <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                  As you move through the Parent Portal,\u00a0you\u2019ll\u00a0always be able to see which pack you are currently working on.<\/span>\u00a0<\/span><\/p>

                                                                  The pack name is displayed prominently on-screen\u00a0at the top where the Search\u00a0field is, making it easy to confirm\u00a0you’re\u00a0editing the correct pack. If you need to work on a different pack, you can quickly switch between packs without having to return to the summary page.<\/span>\u00a0<\/span><\/p>

                                                                  This helps you stay organised and makes managing multiple packs simple and efficient.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                                                                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Pack\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                                                                  Add Product to Single or Multiple Packs <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                  To add a product to a pack, simply click the\u00a0<\/span>light blue trolley icon<\/span><\/b>.<\/span>\u00a0<\/span><\/p>

                                                                  When you select a product, a pop-up window will appear asking you to assign the item to a\u00a0<\/span>subject category<\/span><\/b>. This helps keep your pack organised and makes it easier for parents to find the items they need.<\/span>\u00a0<\/span><\/p>

                                                                  If the\u00a0appropriate subject\u00a0category\u00a0doesn’t\u00a0already exist, you can create a new one directly from the pop-up window\u2014there’s\u00a0no need to leave the page or complete any extra steps.<\/span>\u00a0<\/span><\/p>

                                                                  This flexible process makes it quick and easy to build and organise your packs as you go.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                                                                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Add\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                                                                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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                                                                  To add a product, to multiple packs, select the dark blue trolley icon. A pop up will appear with a list of all your BTS packs.\u00a0\u00a0<\/span>\u00a0<\/span><\/p>

                                                                  • Understanding the Quantity Columns:<\/span><\/b>\u00a0<\/span><\/li><\/ul>
                                                                    • Quantity 2025\/2026:\u00a0<\/span><\/b>Enter the amount you wish to add to the pack\/s.\u00a0<\/span>\u00a0<\/span><\/li><\/ul>
                                                                      • Current Quantity:<\/span><\/b>\u00a0Shows the quantity of a product you have<\/span>\u00a0already<\/span><\/b>\u00a0added to\u00a0<\/span>this<\/span><\/i>\u00a0pack.<\/span>\u00a0<\/span><\/li><\/ul>
                                                                        • Quantity 2024\/2025:<\/span><\/b>\u00a0If\u00a0you’re\u00a0building a pack based on last year’s preloaded packs, this column shows the quantity you packed last season.\u00a0<\/span>\u00a0<\/span><\/li><\/ul>
                                                                          • Subject:\u00a0<\/span><\/b>This allows you to select your subject to\u00a0allocate\u00a0your product<\/span>\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                                                                            Adding Products Via Bulk Add to Cart <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                            If\u00a0you’re\u00a0working from an existing list of\u00a0<\/span>product codes and quantities<\/span><\/b>, you can save time by using the\u00a0<\/span>Bulk Add to Cart<\/span><\/b>\u00a0feature instead of searching for and adding products one at a time.<\/span>\u00a0<\/span><\/p>

                                                                            Simply enter the product codes and quantities into the Bulk Add screen, then select\u00a0<\/span>Add Products to Cart<\/span><\/b>. The system will automatically add all matching items to your pack.<\/span>\u00a0<\/span><\/p>

                                                                            Upload Products Using a CSV File<\/span><\/b>\u00a0<\/span><\/p>

                                                                            You can also add products in bulk using a\u00a0<\/span>CSV file<\/span><\/b>.<\/span>\u00a0<\/span><\/p>

                                                                            1. Download the CSV template provided.<\/span>\u00a0<\/span><\/li>
                                                                            2. Enter your product codes and quantities into the template.<\/span>\u00a0<\/span><\/li>
                                                                            3. Save the file and upload it to the portal.<\/span>\u00a0<\/span><\/li>
                                                                            4. Click\u00a0<\/span>Add Products to Cart<\/span><\/b>\u00a0to import the items into your pack.<\/span>\u00a0<\/span><\/li><\/ol>

                                                                              This\u00a0option\u00a0is ideal if you already have your pack information prepared in a spreadsheet, making the setup process even faster and easier.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                                                                              Adding Levy <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                              You can now add\u00a0<\/span>Levies<\/span><\/b>\u00a0to your Parent Portal packs, making it easy to include\u00a0additional\u00a0school-related charges alongside your product lists.<\/span>\u00a0<\/span><\/p>

                                                                              To add a levy, click the\u00a0<\/span>Add Levy<\/span><\/b>\u00a0button. A pop-up window will appear where you can enter the levy details, including:<\/span>\u00a0<\/span><\/p>

                                                                              • Levy name or description<\/span><\/b>\u00a0<\/span><\/li>
                                                                              • Levy amount<\/span><\/b>\u00a0<\/span><\/li>
                                                                              • Whether the levy is\u00a0<\/span>Mandatory<\/span><\/b>\u00a0or\u00a0<\/span>Optional<\/span><\/b>\u00a0<\/span><\/li><\/ul>

                                                                                This gives you the flexibility to include charges that all parents must pay, as well as optional contributions that parents can choose to add during the ordering process.<\/span>\u00a0<\/span><\/p>

                                                                                Once saved, the levy will be included in the Parent Portal pack and displayed to parents when they place their order.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                                                                                \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Adding\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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                                                                                Parent Portal Pack Details Page <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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                                                                                Pack Details Grid Columns <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                The Pack Details Grid provides<\/span>\u00a0all the information you need to review and manage the products within your pack. Each column\u00a0<\/span>contains<\/span>\u00a0specific details to help you build and organise your pack more efficiently.<\/span><\/span>\u00a0<\/span><\/p>

                                                                                This grid gives you a complete view of your pack contents and allows you to make updates quickly and easily as you build your Parent Portal packs.<\/span><\/span>\u00a0<\/span><\/p>

                                                                                Column Name<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                Description<\/span><\/b>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Subject<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The subject category the product belongs to within the pack (e.g., English, Mathematics, Science).<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Image<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                A picture of the product to help\u00a0identify\u00a0the item.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Stock Code<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The COS product code.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Description<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                A detailed description of the product.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Colour<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The colour of the product, where applicable.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Unit<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The unit of measure used for the item (e.g., each, pack, or box).<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Previous Year Quantity<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The quantity ordered in the previous school year, which can be used as a guide when preparing the current pack.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Current Year Quantity<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The quantity you would like included in this year’s pack.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Unit Price<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                The price of a single unit of the product.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Mandatory \/\u00a0Optional<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                Indicates whether the item is\u00a0required\u00a0or optional for parents to\u00a0purchase. Recommended values: Mandatory or Optional (instead of Y\/N for clarity). Not applicable for School Packs.<\/span>\u00a0<\/span><\/p>

                                                                                Mandatory<\/span><\/b>\u00a0–\u00a0Item is\u00a0required\u00a0for purchase.<\/span>\u00a0<\/span><\/p>

                                                                                Optional\u00a0<\/span><\/b>–\u00a0Item is not\u00a0required\u00a0and may be\u00a0purchased\u00a0at the parent’s discretion.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Note to School<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                Add helpful information or instructions for the school. Notes can be added at either the subject level or individual product level. Not applicable for School Packs.<\/span>\u00a0<\/span><\/p><\/td><\/tr>

                                                                                Actions<\/span><\/b>\u00a0<\/span><\/p><\/td>

                                                                                Quick management options available for each item.<\/span>\u00a0<\/span><\/p>

                                                                                Delete<\/span><\/b>\u00a0–\u00a0Removes the product from the pack.<\/span>\u00a0<\/span><\/p>

                                                                                Clone<\/span><\/b>\u00a0–\u00a0Duplicates the product and adds it to another subject within the same pack, saving time when the same item is\u00a0required\u00a0across multiple subjects.<\/span>\u00a0<\/span><\/p><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                                                                                Managing Subjects in the Grid <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                As you add products to your pack,\u00a0you’ll\u00a0notice that the Subject column may automatically display either General or a specific subject name.<\/span>\u00a0<\/span><\/p>

                                                                                Products are assigned to General when no subject has been specified. To update a product’s subject, simply double-click the cell in the Subject column and enter or select the\u00a0appropriate subject.<\/span>\u00a0<\/span><\/p>

                                                                                Tip: For products that require a customer choice, such as left-handed or right-handed scissors, you can create a subject called “Please Select One” and add the relevant options under that subject. This helps ensure the correct product is selected when the pack is ordered.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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                                                                                \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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                                                                                Grid Rows <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                We’ve\u00a0made it even easier to organise your packs this year by giving you more flexibility to move products between subjects.<\/span>\u00a0<\/span><\/p>

                                                                                To reposition an item, look for the\u00a0<\/span>waffle icon<\/span><\/b>\u00a0(the six-dot drag handle<\/span>) on the far-left side of the grid. Simply\u00a0<\/span>click and hold the icon<\/span><\/b>, then\u00a0<\/span>drag and drop<\/span><\/b>\u00a0the product into its new position or subject.<\/span>\u00a0<\/span><\/p>

                                                                                This feature allows you to quickly reorganise your pack contents without needing to\u00a0delete\u00a0and re-add products, making pack setup faster and more intuitive.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                                                                                Adding Levy <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                You can now add\u00a0<\/span>Levies<\/span><\/b>\u00a0to your Parent Portal packs, making it easy to include\u00a0additional\u00a0school-related charges alongside your product lists.<\/span>\u00a0<\/span><\/p>

                                                                                To add a levy, click the\u00a0<\/span>Add Levy<\/span><\/b>\u00a0button. A pop-up window will appear where you can enter the levy details, including:<\/span>\u00a0<\/span><\/p>

                                                                                • Levy name or description<\/span><\/b>\u00a0<\/span><\/li>
                                                                                • Levy amount<\/span><\/b>\u00a0<\/span><\/li>
                                                                                • Whether the levy is\u00a0<\/span>Mandatory<\/span><\/b>\u00a0or\u00a0<\/span>Optional<\/span><\/b>\u00a0<\/span><\/li><\/ul>

                                                                                  This gives you the flexibility to include charges that all parents must pay, as well as optional contributions that parents can choose to add during the ordering process.<\/span>\u00a0<\/span><\/p>

                                                                                  Once saved, the levy will be included in the Parent Portal pack and displayed to parents when they place their order.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                                                                                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Adding\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                                                                                  Test & Publish Button <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                  Before making your packs available to parents, you can review them in a dedicated\u00a0<\/span>test environment<\/span><\/b>\u00a0to see exactly how they will appear in\u00a0<\/span>COS Parent Portal<\/span><\/b>.<\/span>\u00a0<\/span><\/p>

                                                                                  Once all your packs are ready, click the\u00a0<\/span>Test \/ Publish<\/span><\/b>\u00a0button. A new browser tab will open, allowing you to view your packs in the\u00a0COS\u00a0Parent Portal test site.<\/span>\u00a0<\/span><\/p>

                                                                                  This gives you the opportunity to:<\/span>\u00a0<\/span><\/p>

                                                                                  • Check that products have been added correctly<\/span>\u00a0<\/span><\/li>
                                                                                  • Review pack structure and subject categories<\/span>\u00a0<\/span><\/li>
                                                                                  • Confirm levy information and pricing<\/span>\u00a0<\/span><\/li>
                                                                                  • Experience the ordering journey from a parent’s perspective<\/span>\u00a0<\/span><\/li>
                                                                                  • Identify\u00a0and correct any errors before publishing<\/span>\u00a0<\/span><\/li><\/ul>

                                                                                    Using the test environment is\u00a0a great way\u00a0to ensure your packs are set up exactly as intended before they go live to parents.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                                                                                    Parent Portal Packs Submission Page <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                    This page finalises your packs\u00a0ready to Go live in your school\u2019s Parent Portal.<\/span>\u00a0<\/span><\/p>

                                                                                    Follow the steps below to complete the process:<\/span><\/p>

                                                                                    Step 1- <\/span><\/b>Review pack quote:<\/span><\/b>\u00a0review the PDF quote on the left before proceeding<\/span>\u00a0<\/span><\/p>

                                                                                    Step 2- Contact Details:<\/span><\/b>\u00a0fill in your contact details<\/span>\u00a0<\/span><\/p>

                                                                                    Step 3- Parent Letter format: <\/span><\/b>Choose the format with how you want you receive your Parent letters. PDF or Word documents<\/span>\u00a0<\/span><\/p>

                                                                                    Step 4- Quote Acceptance: <\/span><\/b>Acknowledging the terms within your quote.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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                                                                                    Finalised Packs Tab <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/i><\/span>\n\t\t\t<\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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                                                                                    The\u00a0<\/span>Finalised Packs<\/span><\/b>\u00a0tab\u00a0provides\u00a0a convenient way to keep track of all packs that have been published and are now live in the\u00a0COS\u00a0Parent Portal.<\/span>\u00a0<\/span><\/p>

                                                                                    From this tab, you can:<\/span>\u00a0<\/span><\/p>