Market Codes (mktcode), Customers vs. Orders Tab

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

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

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

 

Annual Sales by Month Report Now Supports Missed Bookings

The annual sales by month report in its default form will only include customers that have orders for the specified year. e.g.; if [customer] Brasscactus has 2011 bookings but not 2012, the 2012 row would simply not show.

With the new “show missed customer bookings” checkbox enabled, now Brasscactus will be shown in the 2012 row with $0 bookings.

The highlighted fields below must be populated to enable the “show missed customer bookings” checkbox.

Show Missed Customers

Results with “show missed customer bookings” checked:

Show Missed Customers Checked

Results without “show missed customer bookings” checked:

Show Missed Customers Unchecked

 

Booking Conflicts Report

This report identifies customers with conflicting orders for the respective manufacturer and market within a specified cancel date range and miles radius of one other.

In this example, we’re searching for a list of customers in conflict with the following criteria:
– Their (mfr) luna orders have deliveries from 05/25/2012 thru 06/05/2012 (for any market)
– Within 0.5 miles of one another

Booking Conflict Configuration

Our results display 2 sets of conflicting customers. e.g.; Tiffany’s & Co, Greenapples are in conflict with Dream Scene.

Booking Conflict Results

 

 

Another Click Saved!

Showroom exchange now allows you to login directly to your preferred page.
We have already set your profile to the customer view.
Follow these steps to change your preference:
1. Hover over “Setup Categories”
2. Click on “Settings”
3. Under “when I login, direct me to” choose preferred page

 

 

4. Click “Save my settings”

Reports Page

We have updated the reports view page in our ongoing efforts to make showroom exchange more user friendly.

So what’s new?

We have:
– simplified the title of all the reports
– added report descriptions (displayed on the right) to assist report selection
– grouped relevant reports

At the end of report descriptions, we have also included a reference to the old report name. e.g.; for Annual Sales by Month you will notice formerly: Sales Analysis by Year – Detailed

When your brands ask you for software recommendation…

We are often asked about ERP software recommendation for brands. Over time, we have collected links/references to different solutions.

NOTE:
This post is not an endorsement. We strongly recommend that each brand conducts its own review. We do offer our consultation services for selection and deployment.

Pacific Apparel:
http://www.pacificapparelsystems.com/

Vision-33:
http://www.vision-33.com/solutions/sap-business-one-for-apparel.aspx

Full Circle:
http://www.isllc.com/erp_solutions.html

Exenta:
https://www.exentago.com/

CGS Inc – BlueCherry:
http://www.cgsinc.com/solutions/bluecherry.html

Simparel:
http://www.simparel.com

N41:
http://www.n41.com

 

MORE HERE…

APPAREL’S SOFTWARE SCORECARD [Special Report]
PDF: APPAREL’S SOFTWARE SCORECARD

Guide to software and IT Solutions [Special Issue]
PDF: Guide to software and IT Solutions