Knowledge Base
Use Customize this view to select the “Recall last search” checkbox.
e.g.; Search for a criteria on Customer Tab, switch to Reports or any other Tab. When you return to Customer Tab, the last search will remain applied.
interchangeable terms:
– brand/manufacturer/designer/collection
– customer/retailer
Booked $100 = Original Booking $
Cancellation $20 = e.g.; Customer overbooked, Brand did not produce, etc.
Active $80 = Booked $ – Cancellation $
Shipped (or Invoiced) $50 = Partial (or full) Shipment by Brand to Customer
Open $30 = Active $ – Shipped $
Open 37.5% = Shipped $ / Active $
CM $ (Negative Invoiced/Shipped) = Returns from Customer to brand, e.g.; damages
another example (Order ships fully and there is a partial return)
Booked $100
Cancellation $0
Active $100
Shipped/Invoiced $100
CM $ (or Negative Invoiced/Shipped) $20
(A) open = $20
the $20 credit memos (or negative invoices) will leave the order with an open balance of $20.
if the remaining $20 balance is not expected to ship, a cancellation for $20 should be issued.
(B) open = $0
the remaining $20 balance is not expected to ship and cancellation is not required.
to modify the Open $/% calculation method for your showroom, please email help@showroomexchange.com
Where: Customer View/Tab
Why: SE can identify Customers/Retailers that are missing recent bookings for reach-out
When a customer meets the conditions of an AutoTag rule you define, SE will tag them automatically. In below example, I have set up a rule where customers will be tagged when their last order of Humin was more than 3 months ago. Because my customer, Selfridges has not ordered Humin within 3 months, an Autotag appears, distinguishable from manual tags because of its green dot.
When a retailer/customer meets the rule conditions of an AutoTag (defined by you), they will be tagged automatically. In the example below, I have set up a rule where customers will be tagged when their last order of (mfr) Humin was more than 3 months ago. Because, Selfridges has not ordered Humin within 3 months, an AutoTag appears, distinguishable from manual tags because of its green dot and grey background.
If this particular customer has been contacted, or this tag is no longer relevant (e.g.; Customer is skipping the season) the tag may be marked as Complete by clicking the X icon. The Completion status can also be undone, brought back to its active state by clicking the ↺
Additionally if the customer places a new order for Humin, the tag will be automatically marked as Complete.
How to use the AutoTag label:
After a Tag is assigned and when a new order (or an existing order is edited) satisfies the condition of the rule, the tag will be greyed-out (change its status from [1] to [2]). Reps can also overwrite/toggle the status from [1] to [2] (and vice versa) by clicking the X or ↺. An AutoTag in the [2]nd status indicates the customer has met the rep’s expectation.
Enabling AutoTags:
(1) from the customer tab
(2) click customize-this-view
(3) select the Tags checkbox
(4) click [save selections] button
(5) confirm that the Tags column is visible
Creating an AutoTag rule:
(A) AutoTags appear in the same column as rep-assigned Tags.
To create your 1st rule, click the [AutoTags] icon on the column header.
(H) Click the [Add AutoTag Rule] button and populate (F), the name of the rule and (G), the condition that should trigger the customer getting AutoTagged
Disabling an AutoTag rule:
(E) AutoTag Rules can be disabled by toggling them off. If disabled, existing tags will be removed.
NOTE:
AutoTags appear under the Tag columns. By clicking Here, your showroom can request for the column header caption “Tags” to be renamed to a caption of your own choosing, e.g.; “Leads”, “Targets”, etc.
IF THE TAGS COLUMN IS NOT VISIBLE, use customize this view to enable it.
The wholesale landscape has been evolving for some time, and COVID has become the new variable!
The goal with these 3 surveys is to understand the current climate from all 3 perspectives (showrooms/reps, the brands and the retailers) and to find ways of helping the reps in an already struggling industry.
Using the resulting summary for the brand & retailer’s informal surveys (see BRANDS and RETAILERS links below), we will share our insight in this post in upcoming weeks.
All responses are collected anonymously. Name or email will not be required. The survey forms are hosted by Google and are subject to its Policy & Terms.
There are 3 different surveys, for…
1. Reps (from Showroom Exchange to you)
2. Brands (for you to ask your Brands)
3. Retailers (for you to ask your Retailers)
Your participation is greatly appreciated.
For your convenience, you may use the copy-and-paste template below. Feel free to edit before sending.
For your convenience, you may use the copy-and-paste template below. Feel free to edit before sending.
Hi “Brand Contact Name”,
Given the impact of the pandemic on our industry, the goal of the following survey is to understand expectations in the current climate and look for solutions to improve the process for you, the retailers and reps. All responses are collected anonymously, so names or email will not be required.
Please do not feel obligated to complete this survey, and either way, thank you for all your support.
Hi “Retail Buyer Contact Name”,
Given the impact of the pandemic on our industry, the goal of the following survey is to understand expectations in the current climate and look for solutions to improve the process for you, the brands and reps. All responses are collected anonymously, so names or email will not be required.
Please do not feel obligated to complete this survey, and disregard if you have already responded. Thank you for all your support.
use the smiley icon to insert emojis
ref: the real scoop on email emoji in subject lines
cancellations are inputted whenever the order amount drops.
the only instances when the ORIGINAL inputted order amount should be modified directly are… (1) data entry mistake (2) order amt increase
the following ~2 min video covers order cancellations…
step-up is similar for OS X and Windows
OS X: check System Preferences for the Java icon, if missing visit java.com and install the free app
Windows: check Control Panel for the Java icon, if missing visit java.com and install the free app
Start the Java App from OS X: System Preferences, Windows: Control Panel
see embedded SCREENSHOT below
(1) select the security tab
(2) edit the site list
(3) click Add and enter “https://www.showroomexchange.com”
(4) press OK
(5) press OK
Login to Showroom Exchange and Select the Order Tab
click the JSC link and on the pop-up, click the Launch button
click KEEP
Double click to Open the file (i.e.; Run the JSC App)
Login and Click New to enter your Order
You can also use JSC to input customers and invoices.
watch the 12 sec embedded VIDEO below
2 new Missed Bookings reports have been added.
you can now look-up gmail threads from SE
enable the option from the Settings page – see attached/embedded screenshot below
on the customer view, click the envelope icon to look-up all email threads for the respective email address.
Return Authorizations are Credit Memos/CMs waiting to happen!
You can track them by entering a CM (or Negative Amt Invoice)
Leave the paid-date blank to indicate it is not finalized.
Enter the expected amount. You can always correct it once the finalized Commission report is submitted.
If the RA# (RMA#) will be referenced on the commission statement, you can use that # as the invoice # and update it with the correct invoice # once submitted to you.
Tagging the invoice record with an invoice numbering pattern, e.g.; RA500 will allow the RA to be quickly identified, e.g.; RA* – see search symbols for more…