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PocketAdvantage is software designed for a mobile sales force to submit for their daily orders. PocketAdvantage is designed to be used offline in...

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PockAdv Editor's review

PocketAdvantage is software designed for a mobile sales force to submit for their daily orders. PocketAdvantage is designed to be used offline in the field and updates are sent throughout the day when the rep send their orders. These updates include changes in inventory, accounts receivable and office messages. PocketAdvantage includes the following features 1. Sales rep territory totals for goal planninga. Monthly totals in case and dollars by customer, product, brand and groupb. The current month and last month goals can be added to track goal percent achieved and depletions goal to goc. Drill down by product, brand and group to view customers buying or not buying from territory2. Sales territory assignments updated dailya. Includes open accounts receivableb. Past due notificationsc. Delivery and call day filtersd. Customer notes including contact names and buying preferences (CRM)3. Product Viewsa. Bought view for products purchased by customer in last 2 yearsb. Invoiced view with last 60 days of invoices with line item detailsc. By Type view with all products listed in the warehoused. Pricing i. Front line price for each product ii. Deal pricing including1. Chains and national account special pricing 2. Quantity discounts for individual product or combined as part of a larger family of productse. Inventory Updates i. Inventory is updated at the start of the day and throughout the day as the sales reps send ordersf. Special Order Types i. Sample order including reason code and targets customers for the product ii. Pick up order request including reason codes and invoice detail for credit iii. A variety of wholesaler specific special order types4. Order confirmationsa. When sending orders the sales rep receives a summary of the order as confirmation and details on whether each line item on the order was filled5. Sales Managers can be assigned their sales reps within PocketAdvantage for complete visibility to each customerContinued use of GPS running in the background can dramatically decrease battery life

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