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…