BIGGER is Better – New Date Picker

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Of course everyone knows that buttons are clickable… (Right?)

Wrong! shockingly, often users do not notice buttons on web pages.

SE uses buttons on many pages to specify the completion of specific actions.

Buttons are important components that must be easy to spot and use.

Building a consistent interface for our users is a constant process. We believe the newly designed buttons will help SE users become more productive. Having “larger” buttons will help you easily identify the correct action without wasting time.

 

Bigger Buttons

 

We have also revised the date picker for a more responsive experience. The new picker pops-up immediately.

 

Date Picker

How Do I Rename My Rep’s UserID?

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1. Hover over “Setup Categories” and choose “showroom users”

SE Users

2. Choose your Rep’s login username by clicking on the UserID
3. Select the username field and type in the new UserID. You may also change the password if necessary.

Username Field

4. Scroll down to find the email field and update it if necessary.

Email Field

5. Scroll to the end of the page and click “save changes to current record.”

Save changes to current record

6 Benefits of Scanning Orders

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Showroom Exchange’s order scanning add-on module (visual order management) allows you to scan and upload (in bulk) your orders (after order-entry).

What is it for?
Instead of leaving your desk to pull a physical copy of the order, use a single click to view the order as an image.

Usage scenario:
If a retailer contacts your showroom and mentions they did not order a style, your reps can view the original order and forward a copy to the retailer if necessary.

Is it right for our showroom?
1- How often should your reps leave their desk to pull an order (from the filing cabinet) but do not because they are too busy or it is too time consuming?
2- How often do your reps pull orders (from the filing cabinet) per day?
3- How often are your reps on the road and require access to the filing cabinet?
4- How do you share a single order copy between multiple locations? e.g.; bicoastal showrooms, home office and showroom
5- With an order image a click away, will your reps be more likely to look up orders?
6- How often does rep-A pull an order and forget to return it (or misplaces it) and rep-B cannot find the same order?

considering #2 from above:
It takes the average rep 2 to 3 minutes to lookup an order (assuming it was properly filed). This includes round trip (for a very small office) to the filing cabinet and re-filing of the order. 2 to 3 minutes does not include time to scan and email/fax, if necessary.
Repeated 3 to 5 times per day (for each rep), that’s approximately a 10 minute average per rep/day vs. 3 to 5 clicks (PLUS one-time scan effort).

Ultimately, it just boils down to time savings and productivity.

What it does not do:
eliminate the order entry process

What next?
– If feasible, measure the above for your own showroom and engage your reps for their feedback.
– Contact us to schedule time for a demo. tel: 213-438-0600 ext 2 or email help@readytoview.com

 

6 Benefits of Scanning Orders

How Do I Lockout or Change my Rep’s Password?

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To change a user’s or rep’s password…

 

1. Hover over “Setup Categories” and choose “showroom users”

 

SR Lockout or Change PW

 

2. Choose your Rep’s login username by clicking on the UserID

3. Changing the passwords or disabling logins
a. [CHANGE PASSWORD] Enter the new password in the “new password” and “confirm password” field

 

Change Password

 

b. [DISABLE LOGIN]
Disable Login

 

4. Scroll to the end of the page and click save changes to current record
Alternatively, you can also assign the user’s login hours (e.g. your hours of operations)
Follow steps 1-2 above and choose “assign login hours”

 

Assign Hours

 

On the next page, you can assign “all” hours or limit to just business hours. See example below:

 

Choose Hours
Once completed, click “assign default values”

Multi-row Delete Function for Notes View

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You can now delete multiple notes simultaneously from the Notes view. This feature is useful for deleting multiple unwanted notes based on a predefined criterion. In this example, we want to delete all notes created for “china bistro”
1.   Specify the search criterion “china bistro*”
2.   Click on the main checkbox on the same row as the search fields. This checkbox means check or uncheck all notes listed.
3.   Click the red X to delete all checked notes. You will then be prompted to click OK to confirm the deletion.

Multi-Row Note Delete

Show Hint Feature

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Enable hints to better utilize and maximize your Showroom Exchange experience.
To enable the hints feature, hover over “Setup Categories” and click on “settings.”
1.   Check the box to enable the hint feature
2.   Determine if you prefer HINT or ? as an indicator
3.   Click “Save My Options”

Enable Show Hints

Example of the customer view, note the hint option next to the zip code search:

Example Of Show Hints

When I Click on Personalized Bulk Emails, Nothing Happens?

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You probably need to turn off your pop-up blocker!

Firefox

Windows/Mac – Click on “Tools” then “Options.” Choose the “Content” tab and under “Block pop-up windows” click the “Exceptions” button.

Firefox Options

In the “Address of web site:” field, type “showroomexchange.com” and click the “Allow” button. Then click “Close” and “Ok.”

Firefox Allow

 

Chrome

Windows/Mac OS – Click the three bar icon chrome iconand click “Settings.” At the bottom of the page, click “Show advanced settings…” Under the header “Privacy,” click “content settings.”

Under the Hood

Scroll down to the “Pop-ups” section and click “Manage exceptions”

Manage Exceptions

Under the “Hostname pattern” field, type, “showroomexchange.com” and hit enter on your keyboard.

Chrome add PBE

Safari

safari pop up blocer

 

 

Internet Explorer 9

Click on your Windows “Start” button and choose “Control Panel.” Choose Internet Options. Go to the Privacy tab and click on the “Settings” button under Pop-up Blocker.

Internet Explorer Internet Options

In “Address of website to allow:” type in “showroomexchange.com” and click the “Add” button.

Add URL

Click “Close,” and “Ok” to finish.

 

Showroom Exchange is Sometimes Slow

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Showroom Exchange’s optimal performance is dependent on the speed and quality of your internet connection. If you are using up bandwidth (multiple users downloading, or browsing content heavy web-sites OR a slower entry level connection shared amongst multiple users, etc) you will experience a slow-down in Showroom Exchange.

To test your internet connection, visit www.speedtest.net. Click on the circled triangle (see red arrow below) to start a speed test.

Begin Test

Once completed, you will see a results screen, choose “SHARE THIS RESULT”

Share Results

Next a “COPY” option will be provided. Click this button to copy the link.

Copy Results

The button will change into “COPIED.” This means that your internet connection speed test link has been shared to clipboard. You can then paste this into an email and forward it to help@readytoview.com

The pasted info will appear as a link similar to the following URL:

http://www.speedtest.net/result/1234567890.png

Copied Results

 

3 Symbols for Unique Searching/Filtering

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The Vertical Bar ‘|’

For the vertical bar, on your keyboard press SHIFT + Backslash (\ commonly above your enter key ). This allows you to search multiple attributes. e.g.; if you wish to search for customers in California and Oregon, in the state search field, type CA|OR Vertical Bar

The Asterisk ‘*’

For the asterisk, on your keyboard press SHIFT + 8. This allows you to conduct wild card searches. e.g.; you partially remember your customer’s name as “Dream” something. When you search for Dream* in your “cust” column search row, you will find all customers beginning with “Dream.” Asterisk

The Carrot ‘^’

The carrot symbol, on your keyboard press SHIFT + 6. This allows you to search minus a pre-specified criterion. e.g.; You wish to list all of your customers except those located in Los Angeles. In the city field, type ^Los Angeles, thus removing all “Los Angeles” customers. If you believe there are other variation of LA, you may also use a combined list: ^Los Angeles|^LA|^L.A. Carrot Symbol These special characters also function in other search fields. Some reports support the use of these search characters. You may use these search characters in combinations shown in the above example for Los Angeles.

 

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