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…

If you prefer the smaller font…

consider using your web-browsers Zoom function to zoom-out.

Chrome:
https://support.google.com/chrome/answer/96810?hl=en

Firefox:
https://support.mozilla.org/en-US/kb/font-size-and-zoom-increase-size-of-web-pages#w_zoom-in-and-out-of-a-website

Based on your Task, you can always create different column sets using CUSTOMIZE THIS VIEW and switch between them with SAVED SEARCHES

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”

Copy (from Excel) & Paste (in SE)

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:

Customer Tab
– customer
– customercode
Order Tab
– mfrpo
– customer
– customercode
Invoice Tab
– mfrpo
– customercode
– invnum

note:
SE will automatically insert the vertical bars – more on search symbols
for mac/OS X, use CMD key instead of Ctrl

Bulk Updating of Market Call (Phone) icons

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

Complete the following form…

[jotform id=”80850721838158″]

shareSE (referral program)

How it Works

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

Incentives

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