Before making showroom product changes, create the basic sets of products your customers start with. Do this by entering sales orders for the products, and saving the sales orders as bids. Use the saved bids as templates for customer showroom orders.
Assign a user’s order entry views using the Order Entry View Selection window, which is accessed from User Maintenance by selecting Maintenance > Order Entry Views. For more information on assigning views, see the User Maintenance topics. Once views are assigned, they can be selected during sales order entry.
To upgrade showroom sales, you need to have these custom screen views available:
Showroom Product Change
Showroom Difference
Showroom View with Retail Price
If you are missing any of these custom screen views, contact the Eclipse Support Department.
Use the Showroom print style when upgrading showroom sales.
Many companies set up their showroom computers to create bids, rather than sales orders.
To set up showroom terminals to create bids:
Create a ship via that defaults to the Bid order status.
Assign showroom terminals to use the ship via you created.
Create a custom menu that displays only the menus and windows used for showroom sales.
Assign showroom salespeople the custom root menu you created.
Any sales order can be saved as a bid. Create a sales order with the desired products, then use the Body tab's Edit Order > Change Order Mode > Bid option. For more information, see Creating and Copying Bids.
When customers visit your showroom to upgrade a basic order, open the saved bid. Copy it, or change it into an order.
You can change a bid into an order by changing its order status from Bid to any other status, such as Pick Up Now, on the bid’s Status tab. For more information, see Converting Bids into Sales Orders.
The Showroom print style is especially designed for showroom customers. Use this print style to print a customer acknowledgment that details their product substitution and the difference in retail price.
When converting bids to orders, the order generation uses the print style for the bid — instead of using the print style for the customer. Before saving a bid that you will use for subsequent showroom orders, specify the Showroom print style. For more information, see Using Print Styles.
Sales sources are useful for categorizing sales in reports. If your company uses a Showroom Sales source, use the Header tab's Sale Source field to specify it. For more information, see Tracking Order Sales Sources.
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