BULK Update Order Reps and Commissions

bulk update your Rep and Commission assignments for Orders.

once the bulk update is executed, it cannot be undone.

to authorize a member of your team to access the BULK update feature, please email help@showroomexchange.com with the subject line “Authorize {userId or team-member-name} for Order Reps and Commissions BULK Update”

the feature is accessed (from the order tab) as an icon next to the rep column that is filtered.

it functions in 2 modes:

“Override all rep/comm fields with the following selection”
this will update all orders in your current search criteria based on the assigned values and regardless of their existing values..

“Override the comm value for the Selected rep column”
this will ONLY update the comm value for all orders in your current search criteria based on the rep column selection.  e.g.; from the following below screenshot, if rep1 is selected, then 2% will be assigned to all comm1 field for the current filtered/displayed orders.

to finalize the bulk update, you must 1st click the “export current list” button, which will download a (pre-bulk-update) backup copy for future reference.  once the file has downloaded and you have reviewed it, click the Proceed button to process the bulk update.

a new checkbox, a new function – use the customer tab search result for reports

the new “use the customer selection from customer tab/view” checkbox that has been added to reports that have customer selection allows you to run reports using the current customer selection.

here is the process…
– visit the customer tab/view
– apply any filter(s), e.g.; by state, territory etc.
– go to the reports tab
– select a customer based reports, i.e.; reports that have a customer selection drop-down
– click to select the new “use the customer selection from customer tab/view” checkbox

the report will be generated using the customer selection from the customer tab/view

E-Blasts for Responsive (Mobile Friendly) Emails

A how-to for Personalized Bulk Email users who would like to…

– Deliver responsive (Mobile Friendly) emails
– Have more control over layout with the use of custom templates

The video is 6 min 45 secs long. It covers the [1] use of the template, [2] transfer of the content to SE’s Personalized Bulk Email and [3] the final touches and image upload.  It ends by showing the final e-blast on an iPhone’s mail and gmail apps.

shareSE (referral program)

How it Works

Invite your friends to join Showroom Exchange. Ask them to mention you/your company when signing-up.


  • Free Month for referring SR.
  • Discounted setup for the new SR.
  • A $100 GiftCard, of referring SR’s preference, Barney’s GiftCard, etc.