cancellations are inputted whenever the order amount drops.
the only instances when the ORIGINAL inputted order amount should be modified directly are… (1) data entry mistake (2) order amt increase
the following ~2 min video covers order cancellations…
step-up is similar for OS X and Windows
ONE TIME SETUP
OS X: check System Preferences for the Java icon, if missing visit java.com and install the free app
Windows: check Control Panel for the Java icon, if missing visit java.com and install the free app
Start the Java App from OS X: System Preferences, Windows: Control Panel
see embedded SCREENSHOT below
(1) select the security tab
(2) edit the site list
(3) click Add and enter “https://www.showroomexchange.com”
(4) press OK
(5) press OK
Login to Showroom Exchange and Select the Order Tab
click the JSC link and on the pop-up, click the Launch button
Double click to Open the file (i.e.; Run the JSC App)
Login and Click New to enter your Order
You can also use JSC to input customers and invoices.
watch the 12 sec embedded VIDEO below
2 new Missed Bookings reports have been added.
- by Market
customers who booked specific Market(s) for a past year but not for the current year.
- by Season
customers who booked specific Season(s) for a past year but not for the current year.
you can now look-up gmail threads from SE
enable the option from the Settings page – see attached/embedded screenshot below
on the customer view, click the envelope icon to look-up all email threads for the respective email address.
Return Authorizations are Credit Memos/CMs waiting to happen!
You can track them by entering a CM (or Negative Amt Invoice)
Leave the paid-date blank to indicate it is not finalized.
Enter the expected amount. You can always correct it once the finalized Commission report is submitted.
If the RA# (RMA#) will be referenced on the commission statement, you can use that # as the invoice # and update it with the correct invoice # once submitted to you.
Tagging the invoice record with an invoice numbering pattern, e.g.; RA500 will allow the RA to be quickly identified, e.g.; RA* – see search symbols for more…
Keep it simple – have your commission report scheduled and generated on a monthly basis BASED ON THE PaidDate (or Invoice Date)
- Apply any filter, e.g.; MfrCode and Schedule the report and populate the fields as shown
- Select Monthly
- Select Paid Date
- Review the projected Dates
- Schedule it
consider using your web-browsers Zoom function to zoom-out.
NOTE: if you do not see your web-browser listed, simply Google the name of your web-browser followed with “zoom out”, e.g.; “safari zoom out”
your brand sends you a list of POs and you’d like to look them up in SE
this solution is not limited to the MfrPOs and can also be used with the following pages/columns:
SE will automatically insert the vertical bars – more on search symbols
Bulk update your Market Call (Phone) icons…
– complete the following form to authorize a specific userId/rep from your team
– once enabled you can filter by a specific Market Call (phone) icon 1st and next use the “time-bomb” icon to select and assign the new color – see attached/embedded screenshot below