PocketRep™ is a
companion application that can be purchased to extend the capabilities of BrokerForce™ for
trade shows and sales reps on the road.
application is used for scanning, entering, calculating, printing orders, and
merging these orders into BrokerForce™. PocketRep supports the scanning
of bar codes with peripheral hardware and/or the selection of items from
product lists downloaded from BrokerForce™. PocketRep is autonomous of
any server so, orders can be printed directly
from the PocketRep device without docking.
Why we use PocketPC™
Pocket Rep Installation
Installation of PocketRep is subject to the Extended User License Agreement (License.txt)
included with BrokerForce™. Be sure to install Microsoft Active Sync on
your PC before
docking the device to the PC.
here to download MS Active Sync 4.2 for your PocketRep 3 device.
Windows Vista and Active Sync versions newer than 4.2 are supported by PocketRep
6 but not by PocketRep 3. Consider upgrading to PocketRep 6 series for
Vista or Mobile 5 and newer devices.
Click here for PocketRep installation
To Enter/Scan an Order
a vendor from the <Vend> drop list
and select a customer from the <Cust> drop list and should be
entered only on their first order.
Each order is for only one vendor and one customer. Multiple ship to
addresses or dates may be added when the order is processed in BrokerForce™.
- Select a customer. New customer
information may be added if it is not currently in the list. We
recommend that you enter the company name and phone number on the device,
and staple their business card to your printed copy of the report.
Should you loose the card, one can reverse lookup the address from the phone
number. Enter the address information on your laptop or desktop when you
are processing the orders per the instructions below. Click the <Cust> button
the the left of the <Customer> drop list to change customers on an order.
- At the bottom of the
order header screen, tap <Line Items>.
- Choose the appropriate price list e.g. "Wholesale".
Confirm that the default pricing is correct.
- If products are to be entered by selecting from the
<Item> or description <Desc> drop lists, click the appropriate
- If you will be entering an item manually by item
number, tap the <Add> button to add a new
blank line to the order. Otherwise, scan a
bar code* using the button on
the device that has been assigned to the scanner. If the item is not found in
the list of available products, you will be prompted if you want to continue.
Items can be added on-the-fly.
- Tap the <Qty> control to
enter a quantity, the order total is
automatically recalculated when
you move to a new or previous item. Tab the <Del> button to remove an order
line item. Tab the <Toggle Product> button to increase the control width for
viewing long product descriptions.
- Tap the <RTF> button at the bottom of the screen every 5-10 items added.
This will save your changes to a file that may be printed from the desktop.
- To sort the line item details, click the pink item number or description
- Tap <Sign> in the bottom left to have your customer sign their order.
Tap <Sign> again.
- Tap the <Ok> button at the top right of
the screen to return to the order header. Tap <New> to begin a new order.
Although each order is for only one vendor, multiple
orders can be created with different vendor/customer combinations.
Tap <GoTo> to move to a previously entered
order for adding or editing items.
- Close PocketRep if you won't be
using the application for a while. The act of closing PocketRep will
create a backup. For those with Dell Axim, x50 devices, update PocketRep
2.014 or better is required for this.
To Print an Order
- Want to be sure that your order is backed
up? Tap <RTF> to save a copy to an RTF
file that can be printed with a word processor.
- Align the IrDA (infra-red) ports of the
printer and device so that they are within range of each other or select
Bluetooth or wireless network printer. Tap <Print> and enter the number
of copies desired. See:
- If the PocketRep screen is not showing
the line item details of the order, tap the <Line Items> button at the bottom
right of the header to return to the detail section of the order. Keep the IrDA ports aligned
until the indicator light on the printer is no longer lit.
- In addition to printing a copy of the
order for your customer, you should print a file copy of the order so that if
the battery fails, the device is lost or
stolen, or is otherwise damaged, you will have a backup alternative. We
recommend that you staple a new customer's business card to your copy
of the order in order to add address information when the order is processed
- The printer driver supports other wireless connections such as
or wireless network. For printing to a shared printer on a network see:
If you're going to scan orders at a show, be sure to test scan
bar codes from all your suppliers. If you're new to scanning, scan at
least 3 test orders that you have previously written before you attempt to scan
a live order with a customer.
Verify that PocketRep is Closed:
- If you have opened another program or otherwise returned to the <Today>
screen on the device, PocketRep may be open even though you do not see it.
For example, if you started PocketRep and clicked the <Ok> button in the upper
right to quickly close PocketRep while "Loading customers..." PocketRep will
not be closed.
- To verify that it is closed: On the device, click <Start>, <Settings>,
<System>, <Memory>, <Running Programs>
- If you see "Order n", "Loading PocketRep...", or "Ord:n:Customer name",
the application is still open.
- If you see any of these, click <Start>, <PocketRep>, and then close
- Answer <Yes> to backup your orders.
To Transfer Orders
- When orders are to be
transferred form the device into BrokerForce™ CLOSE
PocketRep. The device must be re-docked to the original host or a machine
that is using the same data (replica) set. All orders will be removed from the
device and transferred to BrokerForce™ for processing on the host machine. If a
different host is to receive the orders, that host must have a full
- With the device connected
to the host computer, open BrokerForce™ and click the <Synchronize PocketRep>
button on the BrokerForce™
toolbar. All orders will be removed from the device and transferred to
BrokerForce™ into a holding table for processing. Previous, unprocessed orders
that have been transferred to the holding table will not be affected by
- After the orders have been
transferred, the user will be prompted with options to update
customer, and product information. If these have not changed since the last
docking, answer <No> to save time. Refreshing
the products table with thousands of SKUs may take several minutes for the
- If orders are retrieved from the device, the user will be prompted "Do you
want to process orders now?". If you answer <Yes>, the Excerlr8d
Import/Export Orders dialog box will be shown otherwise, the orders will
remain in the PocketOrdersHold table until they can be processed at a more
convenient time. Orders must be processed at the host machine that they
were transferred to. If you run a BrokerForce™ update, any orders in
the holding table will be lost if they have not been processed.
- DO NOT run a BrokerForce program update if there are orders waiting to be
processed, they will be overwritten.
To Process Orders
- If you did not choose to process orders when the device was docked, click
the <Orders> tab, and then click the click the <Excelr8d Dialog>
button on the toolbar to
display the Import/Export Orders Dialog. Otherwise, the dialog will already
- Click the <Process PocketRep Orders> (icon of hand-held pointing to
an order) button in the upper left of the Excelr8d
dialog form to begin processing orders. When the button is clicked, follow
the prompts regarding order header, new customer, and line item detail
processing. This button will be disabled if there are no orders to process.
- After the order header is processed, click the <Process Details> button to
process that order's details.
- When there are no more orders to process, the <Process PocketRep Orders>
button will be disabled.
Copying BrokerForce™ Customer Contact information to the Device
After this stage of the refresh, all
contact records placed in the Outlook contacts folder by BrokerForce™ will
be deleted. This will remove these contacts from any distribution list
and changes made to these contact records are not transferred
from Outlook to BrokerForce™.
All Customers and their related contacts
will be refreshed in Outlook with their current information from BrokerForce™.
Customer sales history will be added to the note field of each respective
If ActiveSync has been configured to
synchronize your Outlook contacts folder, these changes will be propagated to
- A two stage process is required to copy
customer contact information from BrokerForce™ to the PocketPC device.
Customer information will be moved from BrokerForce™ into Microsoft Outlook and
thereby transferred to the handheld via Active Sync.
- To update your
Microsoft Outlook contacts with those from BrokerForce™ and vice
versa, click on the
BrokerForce™ customer form. This process will first look to see if there are
any contacts that are in your Outlook contacts folder any contact that meets 4
criteria: 1) There is a company name 2)- There is a contact name 3) The
contact is categorized as "BrokerForce™Customer" and 4) The contact was not
placed there by BrokerForce™. If all of these are true, the user will be
prompted to have BrokerForce™ import this contact's information.
* Additional hardware such
as a Socket or Symbol scanner is required. Barcode printing is included with
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Copyright © 2005 DataForce, Inc.