Knowledge Base
On the orders page, if you edit an order to extend its order’s cancel date (i.e. from 03/01/14 to 04/01/14), the “e” for the respective order will turn red indicating there has been an extension. You can also hover your mouse over the “e” for more details.
The order date value under the cancel date column will also appear in red. This will easily signify that the order was extended from the original date.
This feature allows you to easily copy the main contact information for your customer to the clipboard. You can then paste this in an email message.
To enable, click on customize this view.
Make sure copy to clipboard is checked.
Once the page reloads, you can click on the copy to clipboard icon to obtain the customer contact information.
Click on the image below for a brief video tutorial
You can now enter notes from any report result generated for customers. This eliminates the need to go back to the customer page and look up the customer or to switch between windows.
When entering invoices you can simply change the commission rate without having to go back to the original order.
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…
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
The globe pop-up for map pushpins now highlights the inactive customers in pink.
your PC has just suffered a hard-drive failure. you’ve spent several hours on a tech-support call and your data is still irrecoverable. clean-room data-recovery facilities have quoted you several thousand dollars to ‘attempt’ to recover your data. their fee is due and payable regardless of the outcome.
now… use your time-machine to turn the clock back 1 day. you have the opportunity to conduct your own backups for a fraction of the cost. would you consider it?
what next?
contact us (sales@readytoview.com or 213-438-0600 x501) regarding our managed backup service starting @ $39 per mo. / Workstation and $150 per mo. / Server
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
