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.
Booked $ = Customer’s Original Booking $ Cancellation $ = Customer overbooked, Brand did not produce the style, etc. Active $ = Booked $ – Cancellation $ Shipped $ = Shipped $s to the Customer Open $ = Booked $ – Cancellation $ – Shipped $ CM $ or Negative Invoiced/Shipped = Returns from Customer to manufacturer/brand, e.g.; Damages
e.g.; $100 Booked, Cancelled $20, Active $80, Shipped $50, Open $/% $30/37.5%
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
Open $/% Calc methods (A) and (B)
e.g.; $100 booked $100 shipped, $20 CM (or neg. invoice)
(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 firstname.lastname@example.org
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  to ). Reps can also overwrite/toggle the status from  to  (and vice versa) by clicking the X or ↺. An AutoTag in the nd status indicates the customer has met the rep’s expectation.
(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.
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
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…