Author: admin

Add customer notes directly from the order page. This new feature eliminates an extra step of switching to the customer page (from the order page).

The default market call phone icon captions are now customizable.

Market call phone icons are used to tag customers that have (or not) been contacted for market.
After every market the phone icons must be reset (to light blue), in preparation for the next market.

To enable the customize market call phone icon captions feature, please email help@readytoview.com with the following subject “activate market call phone icon caption editing for <your user name>”.

Once enabled, the specific user will find the “market call labels” option below “Setup Categories”

Click to select an existing label and you will be prompted to rename the caption or click close to cancel.

You can now assign conditional rep commission rates based on the percentage paid by the manufacturer.

This is helpful for reducing commission % paid to your reps when manufacturers pay the showrooms a rate lower than their regular percentage.

When you pre-define a condition, the rep’s commission % is also revised during order entry.

In the video demonstration below, the standard rate paid to the showroom by the mfr (humin) is 10%. The rep’s (EJ) standard commission rate is 2%.

We defined a condition so that EJ (the rep) receives only 0.5% rather than his usual 2% when the mfr pays the showroom 8%.

When entering an order, the 10% will be automatically populated for the showroom, and 2% for the rep. Before adding the order, if the user changes the 10% to 8%, the standard 2% will also change to 0.5%.

This is an optional feature and must be requested by the showroom owner or manager.

If you would like to enable it, please email help@readytoview.com

Please play the video below for a brief tutorial.

On the orders page, if you edit an order to extend its order’s cancel date (i.e. from 03/01/14 to 04/01/14), the “e” for the respective order will turn red indicating there has been an extension. You can also hover your mouse over the “e” for more details.

The order date value under the cancel date column will also appear in red. This will easily signify that the order was extended from the original date.

 

This feature allows you to easily copy the main contact information for your customer to the clipboard. You can then paste this in an email message.

To enable, click on customize this view.

Make sure copy to clipboard is checked.

Once the page reloads, you can click on the copy to clipboard icon to obtain the customer contact information.

Click on the image below for a brief video tutorial

When entering invoices you can simply change the commission rate without having to go back to the original order.

Showroom Exchange now includes a search pane within the Invoice add page. You can look up a purchase order by choosing a manufacturer code, and then search based on the order date, cancel date and/or booked date. The most common usage is for manufacturers/designers that often do not include PO numbers on their commission statements. This new feature enables invoice entry without having to leave the page to look-up possible POs that respective invoices can be applied to.

click on the image below for a brief video tutorial…

Showroom Exchange has been optimized for better performance when exporting customers or orders to Excel. This improvement is more noticeable for showrooms with large number of records.

This feature is either set to export what columns are showing, or to export all information. If you would like to change these settings, email us at help@readytoview.com

The globe pop-up for map pushpins now highlights the inactive customers in pink.