AutoTags identify repeat customers with missed bookings

Where: Customer View/Tab
Why: SE can identify Customers/Retailers that are missing recent bookings for reach-out


When a customer meets the conditions of an AutoTag rule you define, SE will tag them automatically. In below example, I have set up a rule where customers will be tagged when their last order of Humin was more than 3 months ago. Because my customer, Selfridges has not ordered Humin within 3 months, an Autotag appears, distinguishable from manual tags because of its green dot.

When a retailer/customer meets the rule conditions of an AutoTag (defined by you), they will be tagged automatically. In the example below, I have set up a rule where customers will be tagged when their last order of (mfr) Humin was more than 3 months ago. Because, Selfridges has not ordered Humin within 3 months, an AutoTag appears, distinguishable from manual tags because of its green dot and grey background.

If this particular customer has been contacted, or this tag is no longer relevant (e.g.; Customer is skipping the season) the tag may be marked as Complete by clicking the X icon. The Completion status can also be undone, brought back to its active state by clicking the ↺

Additionally if the customer places a new order for Humin, the tag will be automatically marked as Complete.

How to use the AutoTag label:

After a Tag is assigned and when a new order (or an existing order is edited) satisfies the condition of the rule, the tag will be greyed-out (change its status from [1] to [2]). Reps can also overwrite/toggle the status from [1] to [2] (and vice versa) by clicking the X or ↺. An AutoTag in the [2]nd status indicates the customer has met the rep’s expectation.

Enabling AutoTags:

(1) from the customer tab
(2) click customize-this-view
(3) select the Tags checkbox
(4) click [save selections] button
(5) confirm that the Tags column is visible


Creating an AutoTag rule:

(A) AutoTags appear in the same column as rep-assigned Tags.
To create your 1st rule, click the [AutoTags] icon on the column header.
(H) Click the [Add AutoTag Rule] button and populate (F), the name of the rule and (G), the condition that should trigger the customer getting AutoTagged

Disabling an AutoTag rule:

(E) AutoTag Rules can be disabled by toggling them off. If disabled, existing tags will be removed.




NOTE:
AutoTags appear under the Tag columns. By clicking Here, your showroom can request for the column header caption “Tags” to be renamed to a caption of your own choosing, e.g.; “Leads”, “Targets”, etc.

IF THE TAGS COLUMN IS NOT VISIBLE, use customize this view to enable it.

Order Cancellation / Revision

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…

Setting up JSC

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

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



SCREENSHOT

VIDEO

Return Authorizations

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…