SE Knowledge Base

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

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

2 new Missed Bookings reports have been added.

1. by Market
   customers who booked specific Market(s) for a past year but not for the current year.
2. 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…

Keep it simple – have your commission report scheduled and generated on a monthly basis BASED ON THE PaidDate (or Invoice Date)

1. Apply any filter, e.g.; MfrCode and Schedule the report and populate the fields as shown
2. Select Monthly
3. Select Paid Date
4. Review the projected Dates
5. Schedule it

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”

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

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)

Complete the following form…

[jotform id=”80795429038163″]