Customize This View: Save Time By Seeing Only What You Need

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The following 5 Tabs can be customized to show or hide specific columns:
Customers, Orders, Invoices, Credit Memos (for those that do not use Negative invoices) and Notes

This feature is ideal for changing visible columns for different tasks.


Why do this?

To clean up your view and reduce it to only the information you need to accomplish unique tasks. Focus on the info you really need by keeping unwanted info/columns out of the way.

Example: If you’re making market calls, you may want to see limited # of columns like Name, Phone #, Market Call Label, etc.

customize view market call example

 

 

Where is “Customize This View”?

Customize This View

 

 

Simply check the boxes next to the columns you want to see and click “Save Selections”.

customize this view screen

 

 

Limiting Access to Showroom Exchange from your showroom ONLY!

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An IP address is assigned to every device (computer, mobile phone, etc.) that makes a connection to the internet. Think of IP address as caller-Id for your land-line or cell-phone.
Showroom Exchange use IP addresses to help you restrict access based on physical location, e.g.; while away from the showroom.

To begin, identify the IP address of the location that access will be limited to:
(e.g.; from a showroom computer follow the steps below)


1. Point your browser to Google and search for “What is my IP address”

ip1

 

2. Login to Showroom Exchange & select the username you wish
to limit access to under “Setup Categories | Showroom Users”

 

ip2

 

userlist

3. Scroll down and enter your IP address under “Access IPs” and click save.

* * * note: you can enter multiple locations by separating them with a comma * * *
you may also use fully qualified names. this is especially helpful for most internet services that provide dynamic IP Addresses. For more information visit: DynDNS.org, changeip.com, no-ip.com or search for dynamic dns provider.

 

ip4

 

Users will now see the following message when attempting to access Showroom Exchange from any location other than the one you have authorized.

 

seb11

 

How to Add/Edit/Copy/Remove user-IDs

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Add/edit/remove user-IDs once in Showroom Exchange

 

Admins can find this option under Setup Categories

 

u1

 

Select “add record” to add a new user-ID

 

u2

 

Click “copy user” to add a new user-IDs with the settings/access level of an existing user-ID

 

u3

 

Delete user-IDs by selecting the appropriate user and scrolling down to “delete” on their preferences page.

 

u4

u5

Why do exports to Excel look like this?

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Have your Excel exports ever looked like the following screenshot?

ex1

The reason: your computer is not setup to auto-open .CSV files with Microsoft Excel.

To work around this, use the save feature as follows.

ex2

Locate the downloaded file, right click -> open with -> choose default program…

ex3

choose Microsoft Excel and make sure “Always use the selected program…” is checked

ex4

All future exports to .CSV will now open in Microsoft Excel by default.

Who is reading your e-blasts?

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e-blasts are a great way to keep your contacts updated with your current happenings.

Showroom Exchange collects data on every blast you send out including:

1. Who has received / opened them?

2. Delivery failures?

3. Whether contacts are clicking the embedded links?

 

These stats can be found under the
customers menu in “PBE sent items”

pbe1

 

click the pie chart graphic…

pbe2

 

sample of what to expect…

pbe3

Market Codes (mktcode), Customers vs. Orders Tab

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mktcode stands for Market code (also represents the location where the order was booked, e.g.; trade show, market week, road, showroom, etc.)

mktcodes have 2 different associations:

On the Customer profile (tab): Refers to where you met your customer. i.e.; LA Market, New York Market. Most showrooms that do not wish to track this, will use “Showroom” as the mktcode when entering new customers.

On the Order record (tab): Used to note where the order was booked.

Relevance: Use mktcode to tag customers and notes so you can then search by that tag, i.e. search for all orders made during LA Market

Both Customers and Orders Tabs can hide/show the mktcode column using the ‘customize this view’ link

market code

Test Option for Personalized Bulk Emails

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You may now test your PBE by sending it to any address. Initially your own address will be populated, but you can edit it by clicking on the email. To edit the test address, click on the email address and then click save icon once the other address has been entered.

Testing your PBE is important because this way you make sure everything looks the way it should before you send it out to mass amounts of people

Test option for Personalized Bulk Emails

Enhanced Commission Reporting for Open Orders

Posted on by admin

Open Orders report now includes additional options for commission calculation.

“show comm for SR rep only”
useful for the mfr/brand. This report does not display your reps’ commissions.

“show all comms except SR rep”
perfect for internal analysis. what is owed to each rep.

“show comm1 thru comm6”
good for auditing/analysis.

“show comm #”
review a specific rep’s commission. e.g.; if you always assign a sales-rep to rep2, select comm2 with this option.

The “show commission calculation” checkbox is available only for select userIDs authorized by the showroom owner or manager.
To enable this feature for your rep (specific userIDs) please email help@readytoview.com