My Excel Reports Come Out As Gibberish

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Excel Gibberish

When saving a report as a .xls, .xlsx, or .csv, the user must make sure they are opening with Excel. The most common mistake is opening these files with your browser. See sample below:

Excel Correct and Incorrect

First, make sure that you have Excel installed.

If it is installed, make sure to point to Microsoft Excel. This can be done by selecting the “Open With” dropdown and select “Microsoft Excel” (see above)

If Excel is not available on the list, then click “other” and then “Browse…”

Excel Other

Excel Browse

Navigate to C:\Program Files\Microsoft Office\Office\ and select Excel or Excel.exe

Excel Directory

If you have any difficulties, please contact your IT technician.

 

My PDF Reports Come Out As Gibberish

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PDF Gibberish

When saving a report as a .PDF, the user must make sure they are opening with Adobe Reader. The most common mistake is opening a .PDF with your browser. See sample below:

PDF Correct and Incorrect

First, make sure that you have Adobe Reader installed, if not, you can obtain Adobe Reader free here: http://get.adobe.com/reader/

If it is installed, make sure to point to Adobe Reader. This can be done by selecting the “Open With” dropdown and select “Adobe Reader.” (see above)

If Adobe Reader is not available on the list, then click “other” and then “Browse…”

Open With Other

 

Browse Other

In Windows 7, navigate to C:\Program Files (x86)\Adobe\Reader 10.0\Reader and select AcroRd32 or AcroRd32.exe

In Windows XP, navigate to C:\Program Files\Adobe\Reader 10.0\Reader and select AcroRd32 or AcroRd32.exe

Path to Reader

If you have any difficulties, please contact your IT technician.

 

Adding Comm1 and Comm2 Columns on Order View/Tab

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Previously, the only way to view commission rates on an existing order was to click on the respective order.

Now, you can view commission rates for rep1/2 directly from the order view.

How do I enable comm1 and comm2 on the order view/tab?

Your showroom’s manager or owner may request for this option by emailing help@readytoview.com to have us enable this feature for your user-id. Once you receive confirmation of the changes to your user-id, please logout and log back in to proceed to the next step.

From the order view, click on “customize this view” then check “comm1” and “comm2.” Click “save selections” when done (see screenshot below).

 

Comm1/2

Customer Ranking

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Previously, the customer ranking logic averaged out the amount of times the customer is ranked. Showroom Exchange now gives you the ability to reset or overwrite the current customer ranking.

How do I enable this feature?

If you are an admin user and do not see your user-id listed under step 1, email help@readytoview.com for us to enable this feature for your user-id. If you want to enable this feature for your users, follow these steps:

1. Hover over the “Setup Categories” tab and click on “showroom users.”

Showroom Users

 

2. Then click on the user that you want to enable the settings for.

3. Scroll down and check “Allow Reset ranking”

 

Allow Reset Ranking

 

4. Click the green “Save” button when completed.

5. Once the option is enabled for the account, log out and log back in to apply the settings.

How Do I Reset Rankings?

1. On the customer view, search for a customer and click on them to edit.
2. Under “reset ranking” click on the stars
a. You can manually overwrite the ranking
b. You can reset the ranking
Reset Ranking

Identifying and Merging Duplicate Accounts

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The safest way to merge duplicate accounts is to use showroom exchange’s “identify dups” feature.

How do I do it?

1. From the customer view click on “idenfity dups.” If this feature is not available, please have your administrative user contact us to enable.

more restrictive match
Exact customer name
Left 6 character of Address1
Left 4 character of City
State

less restrictive match
Left 5 character Customer [with space, period and apostrophe not considered in the comparison]
Left 6 character of Address1
Left 4 character of City
State

2. Showroom exchange will list duplicate accounts in a new window.
3. Use “consider as dup” checkbox to select as many accounts that are duplicated and choose the main account to keep

Consider as Dup

4. “Click to proceed” to move onto the verification screen.

Merge Verification

5. Select “click to proceed” and press the “OK”

Are You Sure?

Merge Multiple Accounts

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If you have multiple customers that you would like to merge into one but are under different names follow the steps below:

Try the identify dups feature first. See if it can provide the desired list of customers you would like to merge. If identify dupes does not meet the expected result, please proceed with the next step.

*** Please note that the “Merge Current Selection” function will give you more control by allowing you to select the specific customers that you would like to merge regardless of name similarity or address proximity. ***

How do I do it?

From the customer view, search for the customers you want to merge. In this example, we searched “macy*”. This means that I want merge all Macy customers into one, regardless of address, contact info, etc.

Macy's

1. Click on “Merge Current Selection” (note: this option only displays when a search is entered).

merge dups
2. Select all the customers you want to merge and the one that you want to keep after the merge.

Merge Multiple

3. “click to proceed” to move onto the verification screen.

Merge Verification

4. Select “click to proceed” and then press the “OK” button on the following pop-up.

Are you Sure?

Once these steps are taken the original files will be combined into one record in your database.

Internet Explorer

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If you are currently using Internet Explorer, showroom exchange highly recommends switching to Firefox or Google Chrome. There are known issues with older versions of Internet Explorer (prior to version 9) such as longer times for rendering pages. e.g. white pages when navigating different tabs in showroom exchange.

If you are using Internet Explorer 9, the issue may not be as dramatic; however, we still recommend Firefox or Google Chrome. You can obtain them from the following links:

Firefox www.mozilla.org/firefox

Chrome www.google.com/chrome

State and Country in Showroom Exchange

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Previously, the state field was a required attribute when entering customers into showroom exchange.

With a recent update, the state field is no longer required when choosing countries other than the US, Canada, or Australia.

You can also create and associate your own state to a country. e.g. BC/British Columbia under Canada.

Insert State

List All is Now Clear Search

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In our continuous efforts to make Showroom Exchange more user friendly, we have changed the “List All” label to “Clear Search.”

“Clear Search” removes any prior criteria specified in the top row below the column headers, allowing you to start a fresh search.

Clear Search