PocketRep™ is a
companion application that is used to extend the capabilities of BrokerForce™ for
sales reps on the road, at shows, or in showrooms. The
application can be used for entering, calculating, printing orders, and
merging these orders back into BrokerForce™. PocketRep supports the scanning
of bar codes with peripheral hardware and/or the selection of items from
product lists downloaded from BrokerForce™. Orders may be printed directly
from the PocketRep device.
- Remove menu options that curious users
explore and that can cause memory issues on the device. To remove menu
items; Click <Start>, <Settings>, <Personal>, <Menus>, and removal the check
mark from any menu item that isn't
necessary. Place a check in the <PocketRep> menu item and tap <Ok>
- Remove unnecessary button options: Tap
<Buttons>, and set any button that you won't be using to <None>. Any
button set to <Wireless> should not be close to the button that you use for
<Socket Scan>. Choose a button for the scanner that gives you the
greatest stability for holding the device and pressing this button with one
- Set the Clock: In the <Settings> window,
tap <System>, <Clock and Alarms>. Verify that the date is accurate.
The default date will be the manufacture date of the device.
- Optimize the backlight: In the <Settings>
window, tap <Brightness>, <Battery Power>, and set the device to dim after
<3min>. Shorter times are difficult when talking to a customer for a few
moments and longer times consume power.
- Check the battery: In the <Settings>
window, tap <System>, <Power> to view the battery status on the device.
If this drops below 30% you should get the device plugged into power as soon
as you can. If you get a warning that the device is low on power, you
should close PocketRep and answer <Yes> to backup your orders. Get the device
plugged in immediately. Older devices loose all memory if they run out
of power entirely. The orders backup is stored in non-volatile memory so
it can be recovered in the event of a total power loss.
Tips on how to optimize
- When synchronizing PocketRep, you will be prompted regarding refreshing
the customer list. Answer <No> if the data
does not need to be refreshed. When prompted regarding the vendor and
product information, answer <No> if that information does not need to be
- When refreshing product information, place a check in the <Include> check
box only for lines that you will be entering orders for. When a
line has more than 2000 items, you should anticipate a substantial delay for
loading of the product information when the first item is scanned or chosen.
When a new vendor is selected, the application
polls the entire product list for the current vendor's products and
commits it to memory.
- You can include a line and not check the <Include Items> check box and
still scan that line. However, descriptions and prices will not be
included until you process that order into BrokerForce.
- When you first open PocketRep, the initial delay is dependent
on the number of customers that have been uploaded to the device.
Reducing the number of customers uploaded to the device reduces the amount of
time it takes to open the application.
Use the <Check
Status> button on the customer form to restrict the date range for Active
- To avoid the initial delay of opening PocketRep, you do not have to close
PocketRep if your are just going to turn off the device. Tap <Save> to back up your orders to an optional storage card. This avoids having to reload the customer list.
However, you must close PocketRep to process orders into BrokerForce.
- Once a vendor's products are loaded into
memory after the first scan*, if the next order is done for the same vendor,
the product information is already loaded into memory and even the first scan
is instantaneous. So, if one has a very large line of products that exceeds
3000 SKUs, one can dedicate a scanner to that line (vendor) so that all scans
are instantaneous after the first one. When this is done, each new order
already has the products loaded into memory. Or, use a laptop to scan
See Also: Pocket Rep Installation
* Additional hardware such
as a Socket or Symbol scanner is required. Barcode printing is included with
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