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…
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
DAILY USE
Login to Showroom Exchange and Select the Order Tab click the JSC link and on the pop-up, click the Launch button click KEEP 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
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…
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
If you would like to be notified when a rep… – saves a report result as PDF or CSV/Excel
– uses Print option or ExportToExcel on the Customers, Orders and/or Invoices tab(s)