Knowledge Base
I will:
Had trouble finding buttons? It’s happened to us too! SE now has larger action buttons to expedite your next action. Don’t remember what a button does? SE is adding multiple hint boxes to quickly explain the functionality (e.g. zip code column search on customer view/tab). Not sure what something means? We decided to refresh the titles of many action labels to more natural language. (e.g. “list all†has been replaced by “clear searchâ€)
Best of all, you won’t need to update anything for these new benefits.
Did we miss anything? Please let us know where improvements are still needed. email help@readytoview.com.
Thanks for your continued support.
We hope our improvements make you more comfortable  with showroom exchange.
If you are not using this feature already, try it once and you will you will be hooked. The search all feature shown below is a single field available on all pages. it will search all major content (orders, customers, contacts, invoices, notes) in showroom exchange based on your entry.
It’s a no brainer, just type in the mfr po, cust name, a note or invoice number and see the respective results on a popup moments after your entry. For more details, you may visit our previous post on this feature.
When saving a report as a .xls, .xlsx, or .csv, the user must make sure they are opening with Excel. The most common mistake is opening these files with your browser. See sample below:
First, make sure that you have Excel installed.
If it is installed, make sure to point to Microsoft Excel. This can be done by selecting the “Open With†dropdown and select “Microsoft Excel†(see above)
If Excel is not available on the list, then click “other†and then “Browse…â€
Navigate to C:\Program Files\Microsoft Office\Office\ and select Excel or Excel.exe
If you have any difficulties, please contact your IT technician.
When saving a report as a .PDF, the user must make sure they are opening with Adobe Reader. The most common mistake is opening a .PDF with your browser. See sample below:
First, make sure that you have Adobe Reader installed, if not, you can obtain Adobe Reader free here: http://get.adobe.com/reader/
If it is installed, make sure to point to Adobe Reader. This can be done by selecting the “Open With†dropdown and select “Adobe Reader.†(see above)
If Adobe Reader is not available on the list, then click “other†and then “Browse…â€
In Windows 7, navigate to C:\Program Files (x86)\Adobe\Reader 10.0\Reader and select AcroRd32 or AcroRd32.exe
In Windows XP, navigate to C:\Program Files\Adobe\Reader 10.0\Reader and select AcroRd32 or AcroRd32.exe
If you have any difficulties, please contact your IT technician.
Previously, the only way to view commission rates on an existing order was to click on the respective order.
Now, you can view commission rates for rep1/2 directly from the order view.
How do I enable comm1 and comm2 on the order view/tab?
Your showroom’s manager or owner may request for this option by emailing help@readytoview.com to have us enable this feature for your user-id. Once you receive confirmation of the changes to your user-id, please logout and log back in to proceed to the next step.
From the order view, click on “customize this view†then check “comm1†and “comm2.†Click “save selections†when done (see screenshot below).
Previously, the customer ranking logic averaged out the amount of times the customer is ranked. Showroom Exchange now gives you the ability to reset or overwrite the current customer ranking.
How do I enable this feature?
If you are an admin user and do not see your user-id listed under step 1, email help@readytoview.com for us to enable this feature for your user-id. If you want to enable this feature for your users, follow these steps:
1. Hover over the “Setup Categories†tab and click on “showroom users.â€
2. Then click on the user that you want to enable the settings for.
3. Scroll down and check “Allow Reset rankingâ€
4. Click the green “Save†button when completed.
5. Once the option is enabled for the account, log out and log back in to apply the settings.
1. On the customer view, search for a customer and click on them to edit.
2. Under “reset ranking†click on the stars
a. You can manually overwrite the ranking
b. You can reset the ranking
Please note that we have added a new “search all” text box, which appears below your logo on the upper left corner accessible from every page. This new feature can look for customers, contacts, orders, invoices, credit memos, and notes! We feel that this is a great tool for quick and regular look ups.
The safest way to merge duplicate accounts is to use showroom exchange’s “identify dups” feature.
How do I do it?
1. From the customer view click on “idenfity dups.†If this feature is not available, please have your administrative user contact us to enable.
more restrictive match
Exact customer name
Left 6 character of Address1
Left 4 character of City
State
less restrictive match
Left 5 character Customer [with space, period and apostrophe not considered in the comparison]
Left 6 character of Address1
Left 4 character of City
State
2. Showroom exchange will list duplicate accounts in a new window.
3. Use “consider as dup” checkbox to select as many accounts that are duplicated and choose the main account to keep
4. “Click to proceed” to move onto the verification screen.
5. Select “click to proceed” and press the “OK”
If you have multiple customers that you would like to merge into one but are under different names follow the steps below:
Try the identify dups feature first. See if it can provide the desired list of customers you would like to merge. If identify dupes does not meet the expected result, please proceed with the next step.
*** Please note that the “Merge Current Selection” function will give you more control by allowing you to select the specific customers that you would like to merge regardless of name similarity or address proximity. ***
How do I do it?
From the customer view, search for the customers you want to merge. In this example, we searched “macy*”. This means that I want merge all Macy customers into one, regardless of address, contact info, etc.
1. Click on “Merge Current Selection” (note: this option only displays when a search is entered).
2. Select all the customers you want to merge and the one that you want to keep after the merge.
3. “click to proceed” to move onto the verification screen.
4. Select “click to proceed” and then press the “OK” button on the following pop-up.
Once these steps are taken the original files will be combined into one record in your database.