When entering invoices you can simply change the commission rate without having to go back to the original order.
Lookup PO # During Invoice Entry
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…
Performance Optimization for Exporting to Excel
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
Revisions for the Globe Icon
The globe pop-up for map pushpins now highlights the inactive customers in pink.
Add Notes For Customers That Are Listed On Reports
you can now add notes for customers that are listed in the following reports:
– Customer Ranking Report
– Customer With no Orders
– Customer With no Orders Periodical
– Potential customers for mfr
– Sales Analysis Report
– Sales Cust Mfr Detail Report
– Sales Mfr Detail Report
Search by “$ range” on the Customer View Page
“I believe in contacting my best customers often and without this feature we would have to research either by reports or checking each customer’s history. Also during market time we email all of our stores but after not getting in touch with our customers we start calling. A customer who purchased $800 in 2010 will not be called, a customer who bought $20,000 in 2010 will be contacted many times. Everyone is invited to come into my showroom and we help them all but we make 85% of our income with 15% of our stores, the 15% keep me in business”
a showroom exchange subscriber’s view of this new feature.
a showroom exchange subscriber’s view of this new feature.
You now have the ability to search on the customer view page by the amount a customer has purchased. The new “$ active” column (also available as “$ booked”) lets you search by “booked dollars”, “active dollars” and it even lets you decide if you want to search on the total amount a customer has purchased from all mfrs or an order specific amount .
In order to access the settings, just click on the gear icon that appears next to the “$ range” column header and adjust the settings accordingly.  You also have additional options when you click on the “last canceldate” or “last orderdate” column header.
The screen-shot below shows where you can access the settings to view this newly released feature.
You can now run the Sales Summary/Detailed report by Cancel Reason
You are now able to run the “Sales – Summary/Detailed” report by “Cancellation” in Showroom Exchange. This will let you run reports that show orders that have been partially or fully cancelled. Also, you can further break down this report to show the different reasons that the orders were cancelled.
You can now assign a single note to multiple manufacturers
We have made a change to the “notes” section of showroom exchange that now lets you refer the note to multiple manufacturer’s at the same time. Â This will help users add notes more quickly as they do not have to add a common note for every manufacturer.
See the screen-shot below to show the multiple selection options for the mfrs.
The Open Orders Report can now be filtered by Open$
We’ve added a new feature to the “open orders report” that lets you search for open orders based on the dollars amount in addition to the percentage open.
For example, now you can search for orders that are $100 or more open in addition to a % search, e.g., 60% or more open
Fundamental change to the searching function in showroom exchange
In an effort to make searching simpler and more intuitive, we have made a change to the search function on view pages. This change does not apply to report filters.
You will no longer be required to use an asterisk (*) when doing a wildcard searches in any of the columns on the view pages, e.g., customers, orders, etc. We have changed Showroom Exchange so that all you need to do is type out the criteria you are looking for.
“fred†will yield the same result as “*fred*â€
“fred*†and “*fred†will still behave as they did before
If it is your preference to continuing using the old logic, we can switch your showroom back. Just email help@readytoview.com with the following subject, “switch back the search functionâ€
Please click on the link below to view a video that shows these changes.
Click here to view the changes to customer and order search
– the showroom exchange team