Knowledge Base
New Showroom Exchange features
We have now added a feature that lets you select the number of mfr’s you can view on the customers view page. Â Simply click on the word “mfr” in the mfr column and you can select how many mfr’s you would like to view . Â Also, you can expand the mfr list per customer simple by clicking on the red “show all” Â link.
As always, please do not hesitate to email us at help@readytoview.com if you have any questions.
Previously, when running the “Customers with No Orders for Specific Deliveries” report, the maximum date range you could select was 4 months. Due to requests, we have expanded the date range from 4 months to 12 months.
We have added a new check box in the “Commission – Summary or Detailed” report that allows the report to be printed with just one rep’s information per page. Â This means that you can print our all rep commissions at once and not have to worry about two reps showing on the same page.
Take a look at the screenshot below that shows the new feature.
Due to numerous requests by our clients; we have changed the default calculation for Open Order$.
When a negative invoice (or credit memo) is entered into Showroom Exchange, the “Open$†amount will be revised to show that negative invoice.
Since the good are returned (a negative invoice or credit memo was entered), the remaining balance must be addressed by:
– entering a cancellation (revision) for the open balance with the appropriate reason
– entering another invoice
Previously, when a negative invoice was entered, the “Open$†amount did not change.
If for any reason you would like to change your showroom’s open order calculations back to the old version, simply email your request to help@readytoview.com
Customers in Showroom Exchange can be flagged for exclusion for specific manufacturer(s)/brands(s). This feature alerts you and your team from selling (either on permanent or short-term basis) certain brands(s) to a any customer. Reason for restricting the sale may vary, e.g.; distribution conflicts.
1) To exclude a customer from a mfr: on the customer tab, click on the warning sign icon (exclamation mark icon) in the manage column (see below). If you don’t see the warning sign, use customize this view to make the icon visible.
2) After clicking the icon, you’ll see a pop-up where you can select the mfrs to be marked for exclusion (see below).
3) You’ll notice you can also add notes to explain the reasoning for the exclusion (to share with your team members).
4) You can also add a “passing till” expiration date for temporary exclusions. For example, if a boutique cannot buy from a Mfr because they are passing until a future date/season, you can add that date to be reminded later (via email) to follow-up and know it’s time to re-engage the customer.
RELATED: Mfr Exclusion Warnings in Order Entry
After saving your mfr exclusions, you’ll see that if an order is entered for a customer from an excluded mfr, they will show in a red type on the customer tab (see below).
Customers that have mfr’s in the “mfr exclusion” list can view the manufacturers that are excluded in the mfrcode column regardless if the customer has ordered from the manufacturer or not. This allows a user to see a customer/manufacturer combination that is excluded even if no orders have been entered. (Please note that the excluded mfrs with NO orders will NOT show up when doing a search for a specific mfr)
For example, you can now search for showrooms that have only ordered from 1 manufacturer. Â Simply select the drop-down next to the mfrcode column and select “1”. Â When you click on “search”, it will show you customers that have only ordered from that one manufacturer.
You now have the ability to view past personalized bulk emails [PBEs] sent on or after May 4th. This new feature allows you to search & list past PBEs, view their recipients and re-send the emails to either the original recipients or to a new set of customers listed on the customer view.
Please click on the link below to view a brief tutorial on how to access the previously sent emails. Initially you will not see any past emails since this feature is not retroactive.
http://www.readytoview.com/tutorials/view_sent_pbe
This is the 1st of a few more features related to PBE, stay tuned…
Next, statistical information on sent emails. e.g., Bounce Rates, Open Rates, etc.
The Showroom Exchange Team
It’s been a pretty big week at Showroom Exchange. We have implemented some major new features and design changes.
The first new feature is the ability to upload PDF and Excel files in personalized bulk emails! This feature has been highly requested, and when you talk, we listen.
If you would like to see more of your feature requests be implemented, submit your requests or vote for exiling ones by visiting:
http://feedback.showroomexchange.com
Please click on the link below to view a video tutorial on how to upload the PDF and Excel files.
How to upload PDF and Excel files to Showroom Exchange
Our second new feature gives you the ability to search for customers based on their market call status (their phone color). Simply click on the main phone icon at the top of the market call column and perform your search.
Lastly, we have added a simple look to ‘printable version’ on the customer page. As you may have already noticed, the check boxes for printable version towards the bottom of the customer page have been removed. Instead, when clicking on the “printable version” link, you will be presented with a pop-up that prompts the user which fields you would like to show. Please see the screenshot below for more information.
We appreciate all of the feedback and suggestions that SE subscribers give us and invite you to send us more of your thoughts and ideas or simply vote on existing ones, visit http://feedback.showroomexchange.com
Also, don’t forget, if you have any Showroom Exchange or IT related questions, do not hesitate to email us at help@showroomexchange.com or call us at 213.438.0600 ext 2
– the showroom exchange team
We have updated the look & certain functions of the personalized bulk email page in Showroom Exchange. With this version we have added features such as simplified easier image uploading and the ability to copy text from Microsoft word.
Please click on the link below to view a brief two minute tutorial on how to use the new personalized bulk email system.
New & Improved Personalized Bulk Email Tutorial
Should you have any questions, please do not hesitate to email us at help@readytoview.com

stay tuned…