new in BrokerForce III
awarded to BrokerForce for a Merchandising System Utilizing an
Intermittent Connection. Integrate
your BrokerForce™ contacts and calendar with Microsoft Outlook and your Palm
or Pocket PC!
6.21 - Rewritten
in Microsoft Dot Net, SQL Compact 3.5
Includes option drop lists, scans supplementals.
is the BrokerForce™ companion application
for the Pocket PC to enter orders on your Symbol or HP iPAQ,
Windows Mobile, or other Pocket
PC device. Add a Socket In-Hand
scanner and you can scan barcodes. Print your Pocket PC orders to a
printer with Wi-Fi, or Bluetooth, or dock to a PC with a shared printer! Dock
your PocketRep, click a button, and transfer the orders directly into BrokerForce™
for on the road, trade shows, or showrooms.
prior updates to BrokerForce™ are included in the latest update. A
current subscription is required for the updates.
3.0.60 - 2.1 (descending order chronologically)
button on order form now separates customer and vendor e-mails. Sends
any orders to vendors with credit card information as password encrypted
file Sends customer copy of order with only last 4 digits of
card number and card type
New feature to magnify line item details of orders on mini-netbooks.
Click the <Columns> button on the bottom of the order from, place check in
Unlimited push-pin mapping with sales history, name, address, and phone
numbers. Can be e-mailed to your mobile phone or tablet! Simply preview
and close the "Customer List Map" report on the vendor or customer forms.
Get a map of the most effient drive route for up to 26 stops using the
"Customer List Route" report on the customer form.
To view a map of "Customers with Product". When you preview and close
this report on the <Products> form, answer <Yes> to output it to a map.
Can now add an unlimited length order header to a customer's order or an
ulimited lenght order footer for a vendor. Use this to add vendor disclaimers or
customer specifcations to an order header or footer using tab on vendor
or customer form.
When you click on order form, can go directly to EDI form with
correct format if vendor perfers EDI Customer/Vendor contacts can now be added
directly on the customer or vendor forms
Temporary files are now stored in one easy to clean "My Documents\tempBf"
Restored <New Order> button on customer form.
Corrected EDI processes to prevent "Path not found" on all computers
Commission rate can now be set by vendor by customer on the vendor customer
Order Totals Crosstab report now filters out credits and back orders from
reports. Also added "Day" option to the Order Totals Crosstab report for day by
day comparison of year over year for trade show comparisons.
Added <Day> option on Order totals crosstab 3.0.52 Added rank by number of orders. This removes the
volitility of Key Accounts
When is entered as a negative amount on an order, order how shows
"Discount" instead of "Freight" as label
Fix for path not found on EDI order exports
When two reps call on same account, division is now set by division of vendor,
customer, and rep
Correction for "Orders Journal" when run form rep form, no longer prompts for
parameter when exported to Excel
Restored RC2 (Learning Curve) default to "Orders_ASCII(toy)" order export
3.0.51 Added "Orders Transmitted" report on vendor form.
Revised EDI so that orders are not automatically checked.
Orders that are
missing vendor customer numbers are detected and cannot be checked to transmit
for vendors that require customer numbers.
Added order export profiles for
LockerLookZ, Corolle Dolls, Biar Patch, Arteriors, Regal Art, Surya.
Rep form added, "New
Customers" report. Vendor Form, added "Comparative Sales by Order Type" report.
Added <Phone> and <City>
buttons on order form to restrict customer selection for a new order. Makes
finding a ship to customer faster and easier.
Added more address information and
rows for selecting a on new orders. Added more information to item
3.0.60 Corrected totals not showning “Comparative Sales by Month"
report on Parent form.
Added At-A-Glance sales totals at upper right of Parent form
Added USR_2 show/hide to button on vendor form
Several vendor exchanges added for orders export
% change columns on "Comparative Sales by Month" report expanded to show %
greater than 99%
"Vendor" added as a sort/filter option on rep form list Added USR_2
show/hide to button on vendor form
for inventory/top sellers now shows product note if set as a vendor
Fixed issue with “0xea” on Orders with agency logo report
3.0.59 Restored ability to include/exclude programs and print the
“Vendor Programs” report on vendor form without affecting orders.
Added ability to setup a vendor to have products use tier-level pricing for the
combined quantities within a product category.
New EDI exchanges
Ability to copy/paste products into the items subform on the
form “Order Net Discount” report now includes agency logo.
3.0.58 Fix to avoid gray screen due to any known Windows updates.
Consolidated comparative sales reports into one report on the vendor and
representative tabs. Users can now group by 1, 2, or 3 groupings and enter date
format as mm/dd/yyyy instead of mm/yy. Exports cleanly to Excel.
Added <References> tab to customer form. Click button to right
of tab, to add prior lines as references, add banks or other references to list.
When a new line is ordered, user is prompted if the list of references should be
attached to the order e-mail.
3.0.57 Added "Goal Lines" tab to Representative and Vendor forms
for tracking sales goals by vendor for each rep. Click <Copy Lines to
Goals> button just above this new tab to get started. Once lines are added
and goals are set, click the <View Sales Goal Achievements> (lightning bolt
icon) just above this tab to see goal status. Provides dashboard of annual
sales goals. Tab <Goals> tab on vendor form to set goals for a vendor by
Added "Sales Goal Achievements" report to Representative form.
Orders exchange setup for several new vendors
Catalog <Page> number now shows at right side of Item# drop list.rop list.
Corrections for "Comparative Sales by Month (Rep)" on Rep form.
Corrections for "Customer List" and "Order totals" reports on vendor form.
When orders are sent from the EDI form or the <Email Order> button is
used on the order form, the order <Status> of each order sent to the vendor will
be changed to "Transmitted" in addition to the usual transmitted to vendor entry
with date and time stamp.
<Print Preview> of orders on order form now prompts if credit card information
should be removed if order is printed.
Fixed issue with deleting line items on an order.
<Communications> tab added to vendor form
<Sync Report> button added to Representative form for viewing last
synchronization and program version number
Customer form can now be filtered by zip code range. Select range in
<From> and <To> drop lists to left of <Contacts> list on customer form.
Great for territory reassignments.
<Add This Contact to Outlook> button on customer and vendor forms.
- <Mark Transmitted>
added to EDI form
- <Mark Transmitted> button added on the rep form's <CustNotSent>
tab to clear our orders that have already been sent.
- Modified <Merge> button on rep form to avoid conflicts.
Use this to consolidate obsolete vendor information into one acccount.
- Added <Heir> to rep form <Orders> list for viewing what parial
replicas will inherit this order history
- Added <Ctrl-W> on customer form to toggle between worksheet and
single form view of customers.
- Rep commission statements now color coded by Road, Show, Direct.
- Added “Item Sales Totals (Category)” report on vendor form
- Two new labels for printing from a continuous label printer
- “Show Order Comparisons”: On vendor form, select "Order Totals
Crosstab". Select option, order date range, "Year" as
as (Column), and select order types e.g. "LA Show" "LA"... from a
- "Customer List (by Parent)" report to customer form
- Set Option 2 preference for each vendor to "Page" so that their
catalog page number is shown on your orders
- Added ability on order form to
consolidate (merge) order types. Just double-click on the order type of the
- Fix for Customer header and vendor footers of unlimited text
length:Fix for reselecting
on existing order and recalculating items: Fix for current year sales column
labels on "Comparative Sales Month To Date" reports.
- Several improvements to "Namedrop" features.
- 3.0.54 <Split-Out> button added to toolbar at
top right (one page to two pages icon). When items are added to an order
with a begin (first or next available) date that is subsequent to the requested
ship date on the order, those items can be split-out into separate orders so
that the items do not appear as back ordered. Version 3.0.54c
- <No Backorders> option added to customer
form as default for customer and as option to order form to display a
highlighted "No Backorders" on the printed order header.
- New <Vendor> summary tab on the upper right of the order form.
This will show minimums, and notes about the vendor such as what credit cards
that they accept.
- Improvements for begin date and next avaialble date to show on
each line item detail of an order is subsequent to requested order date.
- Fix for adding vendor contacts directly on the vendor form and
added 2nd and 3rd contact phone numbers to the customer and vendor contacts
number drop list. Drop list now includes Price, and Availability.
e-mailing "Order w/Pictures", user is now prompted "Include zip file attachment
New contact records no lnger default a space as middle initial. This
caused an issue with a space in rep PO#s.
Modified "Order UPC w/Bar" to print EAN bar code if
Enforces adding ship to number if required by vendor for
Fix for e-mail address display on orders_fax_e-mail in RTF format.
Modified Customer, Rep, and Vendor
merge processes to avoid conflicts for replicated data.
Last udpated and
now shows on the order form at right above line items. When the mouse is
hovered over the date, it will show where the order was added.
<Check All> button above list of orders on EDI form.
"Merge" added to customer
drop list for reps to indicate that customer record needs to be merged by an
Fix for "Order Totals (Customer)" on rep form for when option to view
territory totals is chosen. Was not filtering enough records.
button to toolbar to output any report as PDF without e-mailing it. Ctrl-D also
outputs report to PDF.
Fixed issue when adding new bill to contact on order
form. If new bill contact, user is prompted if this contact should become the
default. If a contact is chosen from the <Ship to contact> on the order form,
user is now prompted if that contact's address should be used for the ship to.
This is useful for drop-ship and freight forwarding information. Revised issue
with disabled rep name on EDI list of orders to enable sorting.
change on customer form orders list in lieu of administrative password.
orders are bing transmitted EDI, the application auto-detects the export format
once the vendor is chosen.
3.0.50 "Customer List" report on Customer form now includes
missing customers when using <Filter By Selection>. Adjusts inventory
from order form when invoice number is missing and user clicks <Adjust
Fixed "Item Sales Totals (current product)" report on customer form to eliminate
duplicates. Fixed "Order Totals" report on vendor form to enable printing by
"Division" for those with vendors separated by division. Added "Order Type" as
grouping for "Comparative Sales (rep)" on rep form for determining order type
Added a number of new EDI order exports for different vendors. Added
column on rep form customers list
3.0.49 Simplified FTP order transfers, now even easier than e-mail Added
<Transmitted Clean-Up> button on vendor form to clean out un-transmitted orders
Corrected issue for removing invalid carachters on price list import for 3 of 9
Added <Sign Email> button on order form to use your signature instead of
default for orders that are sent using <Email Order> on order form
If temporary folder does not exist on the computer, default is to
BrokerForce data folder
FTP dialog is now automatically opened for vendors that receive EDI orders
through FTP User is no longer prompted to create hyperlink, it is automatically
Added "new Customers" report to vendor form
3.0.48 Vendor form is much faster to load
Vendor/Rep now supports commission splits by vendor by rep for orders. List the
lines that a rep has in their line package (what vendors they represent)
Improvement for MS Outlook Automation so that some users that could not get
BrokerForce to connect with their MS Outlook now can
3.0.47 Added electronic order transfers for Jumpin Banana, Room It Up,
Dramatic speed inscreease for partial replica synchronization. Now takes
seconds rather than minutes.
"Customer Contact Completion" report added to <Representative> form to asses the potential effectiveness of e-mail and fax blast campaigns.
primary phone, fax, email, and contact person as percentages for each rep's
Partial replicas can now synchronize even faster. Most synchronization
are under one minute.
"Items Sales totals (Rep)" on vendor form. Enables users to separate item sales
Added EAN Bar code labels and EAN font
Added "Order Totals Grouped" report to rep and vendor forms. Use
this report to rank sales by two groupings e.g. What are top 10 customers of my
Added <Percent commission paid> on Booked V Shipped report.
Added several vendor order export profiles
Added number of <Quotes> to display on customer form as dashboard metrics with
YTD and LYTD$
AAdded "Agency Line Card w/Logo" report on vendor form. Now shows rep
contact information if that option is checked in <My Company Setup>
<History> button above customer list on vendor form now shows history of
customer selected with that vendor/li>
<Show> customer e-mail address on order form option now prompts if choice is to be saved
Fixed issue for partial replicas not being able to use customer tab on
Fixed issue of adding a new line for a customer on the orders form.
Fixed issue w/Order Totals Crosstab report not sorting by correct column
PaPatch for "Customer List (Prospects)" report on vendor form for new data
Fixed issue of <Programs> tab being disabled on order form
Fixed pop-up calendar issue on interim version of BrokerForce
3.0.44 - Added feature to <Transmitted" journal that if "Direct" is
selected for <How>< that order type defaults to "Direct"
Set block on orders to be transmitted to exclude "Direct" orders that do not
have invoice information
3.0.43<New Order> button added to customer form3.0.45
<Filter Descripiton> now available on products form to filter products by a
portion of the item description, (remove vendor name at top of form to see all
When "Direct" is selected as <How> on <Transmitted> entry, From defaults to
"Customer", <To> defaults to Vendor
Vendor Programs <End Date> now defaults to 11:59:59 PM time to prevent lapsing
a day ealry
New <Lines> tab added to rep form. Will be used to customize a rep's line
card and splits by vendor. Sales goals by rep by vendor will be available
Prices of zero no longer show on the product labels
Only one update now updates either 64 bit or 32 bit computers
3.0.42 - Double-click on any report name to e-mail that report as a PDF
file with MS Outlook
Greatly improved support for images particularly for upselling an order
<Phone> button on customer and contact forms now uses Google for information
lookup instead of AnyWho. Great for finding missing address information or
background on a sales lead
3.0.41 Corrected erroneous duplicate option error message.
Option Matrix order now accomodates "One Size", column 0 (zero) for items
Changed customer phone lookup from AnyWho to Google (many more hits)
Corrected order export issue when wrong export method was chosen for a vendor.
Several new vendor order export profiles added
Added rep's name to "Order Totals Crosstab" output to Excel when row =
Added customer <Type> and <Notes> to Orders List export to Excel
Updated FTP dialog for
Added to Customer List export Added tab at
upper right of main order form
3.0.40 - Added 'Product List (missing picture)'
Customer Snapshot now sorts lines bought by order or invoice
amount within the customer grouping. One can sort by YTD so that best customers
come to top, and the lines those customers buy are sorted in descending order by
6570 Product label now substitutes 3 of 9 bar code for
Added <Check Status> button on vendor form to
validate that order status is consistent with vendor and rep payments
Batch e-mailing now places addresses into BCC field and
prompts user for communications note
Order report for vendor with 3 options added
Added 'CLosed' as a customer <Status>. Customer List,
Customer Labels, and Customer Snapshot reports modified to exclude these
Default of Terms for vendors with a restricted list of terms
does not inherit last order terms
3.0.39 - When filtering by form on the customer form, when you click
<Email> on the top of the form, all e-mail addresses are put into the <BCC> of
an Outlook e-mail instead of <To>. This precludes recipients from seeing
the addresses of other recipients. Check with your service provider for
limitations on the number of recipients.
When above method is used, user is prompted if a commuications journal entry
should be added for all recipients shown as the bill to contact for each
Added <Modify Transmitted> entries button at bottom of order form to enable a
re-send of a batch of orders previously sent from the EDI form.
Corrected several report issues
3.0.38 - If your agency started before Janyary 1st, 2007 and your data
has not been appded since that time, you will not be able to use this version or
any future updates without having your data appended to the new format.
This version, and those going forward will be able to take advantage of
the new fields and tables that have been recently added.
Added the ability to set an administrative password for two distinct user
groups. This is separate from the general agency password and will have
subordinate rights for viewing administrative information.
The <AgencyID> that is shown on the top center of the vendor form is now shown
on the printed orders.
3.0.35 - 3.0.37 Most updates in this series were for managing PocketRep 6
installations and data replacements on the device.
3.0.34 Added <Fax> option to <Email Order> process on order form to
automate the use of an E-mail/Fax
service like efax.com or
Added "Orders_Fax_E-mail(PDF)" to the <EDI> tab for exports.
If this is not available from the <Export> drop list on the EDI form, please
Added support for UMPC resolution of 1024 x 600
Modified <Promotions> subform so that item promotions can be copied and
pasted from a worksheet into this subform. Ask for FAQ on this
Added "Invoice Count" to "Order Totals Crosstab" amount selections.
when run by vendor by month by year is a great way to anticipate invoice
Added support for asterisk * wild card when using <Find Item>
search on order form. Place asterisk in back for begins with, place star at
front and back for "Contains" what you are searching for.
Added "Division" filters for Comparative Sales by Month, Booked Versus
Shipped, Order Totals, and Order Totals Crosstab reports when run from the
Added option to show catalog page number on item sales reports
Customer List and labels may now be sorted in descending order by Last
Year or YTD order amounts.
3.0.33 All reports can now automatically export to e-mail as a PDF
file that includes graphics: Double-click on any report name after
setting report parameters. Report is automatically output to PDF file
and attached to an e-mail with a form-appropriate e-mail address.
Improvements to fixed commission (cents per pound) support for posting
invoices and display of anticipated amounts
Improvements to ZipOrderIt popup for showing availability
Support for linked images on hard drive. Images must be named
item number followed by an image file suffix e.g. jpg, gif, png, bmp, pcx.
Small files load more quickly. Images must be in data subfolder with
Universal ID folder name. Print orders with images and view product
image on ZipOrderIt popup.
Last Order date, YTD, Last YTD, and Last Year order amounts now shown
on order screen in upper right
"Customer List" report now has multi-select <Customer Type> for listing
and exporting customer list for Fax Blasts or E-mail Blasts
ZipOrderIt™ can now make up-sell
recommendations for top sellers. Use <Rank> button on product form to
rank items, enter number to right of ZipOrderIt (lightening bolt) button
above line item details, click <ZipOrderIt> button.
Added <Check Errors> button on order form at bottom right for checking
Copy and Paste errors when
line items from an Excel sheet.
Added error checking for overlapping size and scale when adding options
for printing orders with color and size in a matrix.
3.0.32 Required update for Internet Synchronization
New "Customer List (Parent)" on vendor form enables users to rank sales
by parent company by customer. The "Customer List" report has been
renamed "Customer List (Phone Book)" and a new, simplified "Customer List"
report that can also be ranked has taken its place. "Customer List" and
"Customer List (Parent)" reports now also feature "Last Year To Date" to
"Year to Date" comparisons.
Reduces Internet Synchronization times with increased security
Adapted date labels on Order reports for apparel to use "Start" and
"Complete" instead of "Ship" and "Cancel".
Embellished the popular ZipOrderIt™ tool to offer a recommended order by sales rank
Added option feature to either delete or set order status to "Canceled"
for obsolete backorders using <XBackorder> button on vendor form.
Added Pack, Minimum Quantity, Minimum Unit, Weight, and Cube to <Item
Sales Pop-up> guide. Double-click on the record handle of an item on
the order to see this very useful pop-up.
3.0.31 How can BrokerForce make you more money? ZipOrderIt™ Please see the update e-mail for
instructions of how to use this incredible feature. If you own
BrokerForce, you won't want your competition to know.
Modify a vendor's preferences (setup) to track commission by fixed
amount instead of as a percentage. Ideal for cents per pound on
Commission statement for cents per pound
Improved support for contract level pricing
Print product labels for an order. Just received
samples w/bar code on package? Scan it print a pricing label. Price
changes? Scan old labels print new ones. Select "Product Labels..."
from the <Reports> drop list on order form to use.
Customer Specific Zip Order Guide (lightening bolt icon) button above
order entry line item details now has option to show only items previously
ordered. Double click item record handle to show sell-through,
picture, availability, next available.
Embellished invoice import process to use vendor's unit price for line
items if invoice total missing. 17 new vendors providing electronic
invoices this week!
Embellished EDI 850 order export to be even easier and lock previously
3.0.29 <E-mail> orders button now exports order to PDF file
and attaches it to your e-mail by default instead of RTF (Rich Text Format)
After selecting a report and setting your preferences. double-click on
the report report name to e-mail a copy of the report as a PDF file.
Revision to make Agency Line card report print faster and include
vendor Programs that are within their current date range and is much faster
Numerous revisions for support of new fields and tables for tracking
user changes and future support of new versions of PocketRep.
Bookend UPC\EAN\JAN is now supported. You must contact
BrokerForce support for database design changes for your agency.
Revised order reports to allow for extra width required for prices with
decimal places greater than 2
Modified order item filters to be self-clearing when leaving order
New customers added from customer or invoice import now show the
vendor's name as <Referred By>
3.0.27 Critical Update for
credit card security. Purges credit card information from your notes
by replacing credit card numbers with the credit card type and last 4 digits
of the number.
3.0.26 Added "Item Sales Totals (current product)" report to
customer form. This report for current products only, eliminates
duplicated items because the description and item number are pulled form the
current products list by item number only.
Added "Active Status only?" prompt to 'Customer Type
Count' report. Helpful to see 'Prospect' versus 'Active'
Changed <Cust#s> tab on Customers form to list all lines
New <Quotations?> button on upper right of main order. Click once
to filter for "Quotation" <Status> orders. Click again to remove the
Vendor Programs are now sorted in descending order by begin date
New <XBackOrders> button on vendor form (full replicas, Solo, Team
data only). Click to delete one vendor's backorders prior to a date
Vendor Customer Numbers now displayed as list on customer form instead
of single form view.
Customer and invoice import processes now include bill to and ship to
number combinations. (BrokerForce Enterprise w/Internet
Cents per pound or otherwise fixed commission per unit is now
supported. Set vendor option 1 influence to "@".
3.0.25 Added <Z> US Census Zip Code lookup
button just above bill to postal code on customer form. Use this to
profile that area's sales potential
Modified a number of reports for spacing, filter issues, etc.
Improved order entry speed for product matrix
Updates for a number of manufacturers' electronic order transmissions
3.0.24 Updated invoice import process to include Ship To and Bill
To customer numbers. Adds option to map commission by line item.
Added "Customers Without Road Orders" report for managing at-risk
Prevent customer drift in new rep filtered replicas
Discontinue rep synchronization without inconvenience to others
Support for additional vendors data exchanges. BrokerForce now
supports more than 100 manufacturers for electronic order and invoice
3.0.23 FTP dialog now shows file transfer progress and can open
Correction for <Customers> tab on vendor form freeze issue
Correction for adding a new vendor customer number when duplicating
orders for a parent company.
3.0.21 <History> button added to vendor form when viewing
<Orders> list. Click the <History> button to see recent or history and
order type as pop-up for the customer of the current order/invoice.
EDI transfer or orders now lists orders to be transmitted much faster
Customers With Product and Customers Without Product reports now export
their results to Excel including e-mail addresses.
Map multiple addresses from a
customer list in BrokerForce™
Addition of filter (funnel icon) above <Product Name> on the order form's
line item details. Click to enter any portion of what you are looking for to
narrow the selection of product descriptions. Click a second time and press
enter to remove the filter.
Setting <Industry> = 'Electronics' results in showing "Required" instead
of "Cancel" date on printed orders.
Modified order header to show Vendor's PO number and invoice number if an
invoice has been posted
Added field to prominently display "Show" at the top of printed orders if
the Order Type has "Show" anywhere in the order type.
3.0.19 Correction for tab sequence on order form
<Communications> tab added to customer form enables user to add
communications entries for the contact selected from the <Bill To Contact>
drop list below bill to address block.
3.0.15 Added new <Zip Data> (lightening bolt) button on exit
screen to create zip file of data for archival or uploading by FTP to
Added new <Check Path> button on exit screen to restore backup or direct
synchronization path to last known default path.
Added <Ship To Number> column next to <Vendor Customer Number> column to
make it easier to add bill to/Ship To numbers.
Corrects program freeze issue of
clicking the <Customers> tab on the vendor form.
Improvements for importing vendor price
lists to correct empty strings for note, category, or UPC.
3.0.14 New "Booked Versus Shipped" report on customer, vendor, and rep
forms. Grouped by vendor by customer on vendor form, by customer by
vendor on customer form, by rep by vendor on rep form. Shows percentage
shipped for selected date range
Addition of filter (funnel icon) above VendorItem on the order form's
line item details section to narrow the user's selection of item codes from
the <VendorItem> drop list.
Fix for synchronization exit screen.
Addition of <Ship To Customer Number>
support for all customers. The Vendor Customer Number is now
used as the Bill To Customer Number. Is most cases, the bill to and ship
to number are the same. However, if you have a bill to with multiple
ship to locations, you will need to use this new feature.
3.0.13 "Orders_Excel" import option added to <Import> drop list on
EDI form. For customers, orders, and invoice
importing, this feature is only available for Internet
New customer addition during invoice/customer list import automatically
updates that vendor's customer number
"Catalog_Excel" import process revised to validate every column's data
type and text length. Process now supports up to 90 price list columns of information versus a limitation of 15
Fix for duplicating an order with contract pricing
Fix for "Orders Fax_Email (Customers)" line item sort of orders based on
Fix to remove duplicate items in customer form's "Item Sales Totals"
Addition of PerfectVendor™ orders export.
3.0.12 EDI 850 and 997 X12 Data exchange to FTP site
Products with repeating item number but new option now jumps from
quantity to next row, repeats item number, goes to next item in option list,
awaits user input
Price list import gives user option to mark discontinued items with end
date or remove
3.0.11 10/10/06 Added <YTD Last>, <YTD This>, and <% Change> to
customers subform on vendor form. Increases greater than 10% highlighted
in green, losses are highlighted in red. It's a great dashboard snapshot of how this vendor's sales are doing.
Try selecting "Last YTD" from the <Sort By> drop list to see where you can
New "Order w/Options Matrix" report on the main order form.
Excellent for minimizing the length of the order report for shoes, apparel,
hardware, framed art, and others.
New <Find Detail> button on the order
form will find any order with any item by any of the fields (SN#, samples,
note, option, status, item number, description...) available for line item
details. Tip: Filter by vendor or customer by right-clicking on
the vendor or customer and selecting <Filter by Selection>
Added "Vendor Item Completion" report
and subform to the <Products> form. Use it to see how much was ordered
of an item versus shipped. Double-click to jump to the original PO for
Added <Zip Code Limit> button to
order and customer forms. Click the button, and enter any zip code
prefix to restrict the customer drop list to only ship to locations in that
zip code (postal code) range.
3.0.10 9/12/06 Revision of invoice and payment posting process
eliminates several keystrokes and reduces error rates. It's the fastest
that there is!
Revision to RTF orders to account for option price
Long Description text is now centered on orders versus right justified
Added Order RTF w/cover sheet to e-mail export of Orders ASCII (Oak
Improvements for speed of posting invoices and payments on vendor form's
Revision to MS Outlook and MS Word integration - Corrects "Automation
Object" error on most machines for e-mail, calendar, and Word Merge
3.0.09 8/25/06 New <Load Pics> button added to the Products form
for loading all picture files from a directory with file names that are the
same as the vendor's item numbers. All files must have same suffix (jpg,
gif, png, pdf)
Restored old version of Orders Journal to complement new Orders
Fixed issue with applying payments and running
multiple rep commission statements
Added user option to exclude backorders for vendor commission statement
and open orders
Revised options on order form for updating to current vendor's options
and adding options for options without price influence
Added ability to scan by item or UPC between items on an order in
Added orders export features for EDI 850 transactions, Oak Street, and
ACCPAC inventory distribution systems.
Added <Zip> code customer lookup button on customer form. Click <Zip>,
enter prefix of zip code or entire zip code to restrict customer lookup list.
Fix for skipping labels.
3.0.08 8/1/06 Added "Anticipated", "Anticipated (Rep)" to <Totals>
drop list for "Order Totals Crosstab" report. This combined with invoice
date range, shows anticipated commission, not paid. Also added "Order Date" to
<Field> (column) drop list for this report to view order amounts by date
(great for show date comparisons).
Fixed freeze issue of price changes on orders subform
Added recognition of SD card on PocketRep for exporting Products list to
expansion card to save working memory.
3.0.07 7/6/06 modified Vendor commission statement to print for
all vendors with page between each vendor.
Expanded space on RTF report to accommodate larger option strings
Enabled printing of all vendor commission statements in batch
Added <Merge> button to vendor form for merging vendors.
Added <Ctrl-T> as command to toggle view of BrokerForce toolbar on/off.
Works well for wide-screen monitors
Added <Ctrl-M> as command to toggle view of menu ribbon on/off.
3.0.06 6/15/06 Added <Delete> and <Merge> buttons to vendor
form for vendor maintenance
Improved "Agency Line Card" report on vendor form
Revisions for sorting and grouping on commission statement reports for
vendors and reps.
Product form added "Products with Bad UPCs" report for spotting common
errors in UPC codes for scanning
Added new "Product labels 39 Avery 5160(Tier)" report to Product form for
Added "Product Labels UPCA 5167(tier)" report to products form for
Added "Quotation Net Only" report to order form to show only the net
price after discounts given
3.0.05 - 5/1/06 Added support for Vendor Programs.
These are notes for a vendor that can be selected for printing on orders
and/or the agency line card.
Revised the "Order Totals" report to include percentage contributions
relative to the group and report totals.
Revision for freeze issue affecting the program when price changes are
made during the entry of order details.
3.0.04 - 3/10/06 (BETA) Support for 1024 x 768 screen resolution
New user defined label for drop list (formerly Department) on order form and
Ability to select decimal places line item
details on order form and orders. Click <Setup>, <Line Item
Show/Hide line item detail columns on order entry form
Communications notes now accessible on customer form
Vendor promotional (program) notes added as tab to vendor form.
Include/Exclude on line card and orders option in next update
Support for 255 character, long product description, for each order
details on an order for custom product specifications. This may require
porting your data to new data set.
Added "Order Amount by Month" on rep form to group by rep by vendor or
customer. Inserts page break between reps.
Revised show/hide columns on vendor orders list.
Date controls now recognize arrow keys, page up and page down for
2.677 - Added "Product Labels UPCA 1x2in" and "Product
Labels 39 1x2in" reports for moderate size label with 2 tier level pricing.
Corrected rep filter issue w/Email Order button on main order form.
2.675 - 'Customer List
(Prospects)' added to Customer and Vendor <Reports>. For customers with
"Prospect" status, shows customer information, vendor that referred them based
on their vendor customer number record, and communications journal entries for
all related contacts.
Corrected duplication error on vendor "Item sales Totals" report,
corrected sort order on "Products List" on product form
2.674 - New 'PocketRep Maintenance' tools for support of hand-held
devices running Microsoft Mobile 5
Ability to clone PocketRep data for instant updating of hand-helds
Much simpler and faster PocketRep installations.
Greatly expanded support for the use of a scanner with a laptop.
Our favorite scanner is currently the Socket Cordless Hand Scanner using
wireless Bluetooth technology. If you are within 30 feet of your laptop,
you can scan an order and see what item and quantity you just scanned! It's
truly amazingly efficient.
New Avery 5167 UPCA barcode tag now supports two tier pricing.
2.670 - Added <Email This Order> button on top center of the main order
form. User is prompted to e-mail to customer and vendor. Both
addresses are auto-filled and a transmitted journal entry is created for both.
Support for PocketRep and Windows Mobile 5 devices.
2.669 - Critical update for offices using replicated data that are
transmitting the road reps' orders to the manufacturers to spot possible
synchronization issues with line item details before transmitting.
Added prompt for Line Card when <All Vendors> is checked and "Comparative
Sales" reports are run
Added highlight of yellow for zero price products on order entry form and
Added "Item Sales by Month (comparative)" report to customer form.
For a customer, this shows by vendor, by item what the customer ordered this
year versus last vertically by month horizontally. Excellent inventory
Revised comparative sales reports to show previous years' sales to 8
2.667 - Added invoice date range filter to the vendor form when posting
orders/payments/invoices. <From> and <To> date boxes now show to the
upper left of the orders list on the vendor form.
2.665 - 9/15/05 <Map> buttons now use MapQuest.com instead of
MapsOnUs.com (recently acquired)
Additions to Comparative Sales by Month (Customer) for reporting on
Item sales Totals reports now exclude "CNCL" canceled line items
Increased width for Rep's fax numbers on RTF order form
Added "Confirmed" as a transmitted orders journal type for vendor order
Price list import now removes characters other than letters, numbers, or
dashes from item numbers
Focus moves to customer name when customer tab is clicked
VendorOrderID is now checked for duplication when added/edited
Support for PDF printing of
2.660 - 7/9/05 This update is required for PocketRep 3.02 update to
support Options and volume level pricing in PocketRep
Added "Options" bar code report to Products form.
New feature for reps that use Internet synchronization to prevent
duplicate customer records and avoid duplicate customer conflicts.
6/22/05 Added ability to cascade rep split using customers list
on vendor form. Can be done by filter or for a rep. This enables
split adjustments by vendor by customer by rep.
2.659 - 6/16/05 <F4> restored to <Drop List> and <F6> assigned to <Go To
6/7/05 - <F4> assigned to <Go to this order> on the Parent, Customer,
Vendor, and Representative form's order lists.
<F5> assigned to <Fill This Backorder> on the main order form
Duplicate customer additions on reps' data now lets the user know that
they have entered a duplicate before synchronizing to avoid conflicts.
2.658 - Added "Order Ship Via" report to reports list on order form.
This adds a <Ship Via> address block to the order form for freight forwarders.
Updated "Vendor List", "Comparative Sales By Month", "Order
Totals Crosstab", and "Order Totals" reports.
Fix for line item commission rate for new items not in current product
2.656 - Order Totals Crosstab can now filter canceled and quotation
Comparative Sales by Month reports modified to allow selection of
previous month or year. Added a version grouped by rep and then by user
selection of second grouping on vendor form.
Added orders list to EDI form for including/excluding orders for
Included several new manufacturer profiles for orders exports.
Added bill to information for orders export and ability to restrict from
sending orders without the vendor's customer number.
2.655 Support for PocketRep to recover from wrong agency, order discount.
PocketRep now auto-saves every 5 line items.
"Orders" report on rep form now allows user to print batches of orders by
<Bill To> name.
Parent form, added by vendor by store as option to Item Sales Totals
2.654 Support for PocketRep <Cancel Date>
Widened web link data on order form for company header,
Important Change: Revised Order form and Order reports to show the
Parent Company Name as the <Bill To> name on orders when a customer record has
been affiliated with a Parent Company.
Added prompt when viewing report to filter Comparative Sales By Month to
filter for active vendors only when <All Vendors> has been selected.
Modified Order RTF report to avoid text wrap of line item detail when
2.652 Revisions to improve PocketRep synchronization and reliability.
Added vendor customer number to snapshot report, modified <Company Name>
drop list on customer form to use consistent ship to address information,
added check box for confirmation to orders fax e-mail cover sheet, modified
rep commission statement report dialog to use the vendor payment received date
range instead of ship date range, fixed tab order for zip code drop list on
customer entry forms, all phone numbers now auto-format for 7, 10, and 11
2.651 - Added "Item Sales Totals (Customer)" to Vendor form's <Reports>
list. View sales by customer by item for the selected vendor.
Added <Top> feature to "Customer Labels (Avery 5160)" on Customer
form. User can now choose to print labels for just the top number or top
percentage of customers by <YTD> or <Last Year> order amounts.
Added ability to assign a stocking keeping unit number (SKU) to products
for a showroom to support data collection units such as Videx or others.
Added "Product labels 39 Avery 5167 SKU" and "Product Labels 39 SKU 5/8x1in"
for printing labels for this type of showroom scanning.
2.65 - Embellished "Comparative Sales by Month" and "Comparative Sales
Month to Date" reports to group by rep, then by vendor or customer when <All
Reps> is checked on the Representative form.
Modified the "Orders Fax_E-mail" from EDI process to go to next vendor
after a batch of orders is transmitted. Makes transmitting orders of
multiple vendors a snap.
2.649 - Created check on "OrdersFax_E-mail" for missing details before
transmission. Added filter to same to prevent transmitting orders of
another rep due to drift in a partial replica.
Modified <FTP> dialog to be able to get files in addition to put files on
2.648 - 3 more vendor defined options were added for a total of 5
options. Options may have a price influence by percent or fixed amount.
Vendor Commission statement now excludes quotation, canceled, and delete
Revised "Customer Snapshot" to be able to sort by state then by city,
fixed issue of "Ordered After" filter, added vendor user defined field to
filter drop list on customer form.
2.646 - Customer drop list on Vendor Orders List on vendor form now
show's rep's name at right of list.
Commission percentage on order headers with line item details now
calculates the commission estimate based on the extended commission rate of
Added "State or Province" as a sort for "Customer Snapshot" on
the Customer form. When this value is chosen as a sort, "City" will be a
secondary sort within the states.
Auto-lookup of city, state, and rep by zip code when new customer
record is entered. Drop list is based on previous entries.
Revised "Comparative Sales By Month", and "Customer Snapshot" reports
2.645 - Improved error handling when processing PocketRep orders with
missing data or quotation marks.
Added <Send to MS Word> button on toolbar for exporting reports
to rich text format (RTF). Good for AOL users to email orders and
Added minimum back order and open order for vendor preferences
Added customer and contact e-mail address to export process of "Customer
Added FTP Dialog for synchronizing documents between local machine and an
FTP server. Includes password and login capabilities.
2.643 - Added product labels that use the easy to scan UPCA font -
Smallest label is now 5/8x1in. UPCA Avery 5160 version supports multi-level
pricing for price lists 5, 4, and 3. UPCA Avery 5167 includes UPC#, MinQty, Pack, date printed, item number, and description. UPCA Avery 5167
Folded - folds around 1/2 x 3/4" hang tags so that a barcode is shown on both
Revised Order Totals Crosstab report to support "Vendor Payment Received"
dates when "Vendor Paid" is chosen for totals.
2.642 - Support for Bluetooth, wireless scanning directly to a PC or
laptop and another BrokerForce™ first
Label reports now prompt for number of labels to skip, and number of
New <Sort Zip>/<Sort Name> sorts customer locate list by name or by zip
code for lookup by zip code
Added <Page Setup> dialog for adjusting page margins. First button
2.64 - Added % Road, Show, Direct summary to Orders Journal report
Modified PocketRep synchronization to manage old data format
Added <Sort Name> button to toggle <Company Name> drop list sort between
alphabetic sorting and zip code sorting - Know who else is in that zip code
Added support for Flic™
Bluetooth scanner for wireless scanning of items directly into BrokerForce™.
2.639 - Retains line item entry sequence of orders entered into PocketRep
(must be combined with PocketRep
Added ability to reprint a Rep Commission Statement 2 for a
selected check, sorted and grouped normally.
Posting of partially shipped orders with a discount from invoice now
factors that discount into the balance to be carried forward as a back order.
Price list import automatically removes anything other than numbers from
2.638 - Modified "Comparative Sales by Month" report on customer form to
allow user to select to print the report only for the current rep on the
(PO fulfillment report) button to the vendor and customer
forms, shown when the <Filled> tab on these forms is selected.
Double-clicking the order on this subform moves focus to original order with
line item detail.
Modified catalog import process to remove any spaces in a vendor item:
UPC numbers are automatically stripped of anything but numbers during import.
2.637 - added rep's name to Excel export of Orders Journal
2.636 - New UPC-A font added to application. This is now used in
the "Product Labels Avery 6570" report on product form for hang-tags.
*UPC codes are required.
Revised price lists to default to highest price column number instead of
Revised volume level pricing for more than 2 levels of pricing. 6
levels are supported.
2.63 - Added "Vendor orders without transmitted entries" drop list on
synchronization form to show what new orders have not been transmitted.
When user chooses to export a report to Microsoft Excel, the
program no longer waits for Excel to be closed.
Customer Item Sales (Avg Cost) report now exports to Excel.
Fix for change of agency name between synchronizations of PocketRep(tm)
<Rank> has been added to the products table for the item's relative sales
Revised <Item Sales> pop-up to include stock levels, number of orders,
and product sales rank.
Added connection settings for Internet connection to Synchronization page
2.628 - User is now prompted "Include Order Amounts?" when the "Customer
Labels (Avery 5160)" report is closed and data is exported to Excel.
User can select "Item Sales Totals (avg. Cost)" on Customer instead of
the "Item Sales Totals" report that shows last paid and groups by category.
Much faster to run.
2.627 - Vendor and Customer Comparison reports now output results to
BrokerForce™ no longer waits for process to end when data is output to
When <Invoiced> is checked on "Open Purchase Orders Detailed"
report, user is prompted "Suppress zero balance orders?"
Fix for full post shipped quantities when posting invoices and setting status to "Invoiced".
Removed italics from order note on entry form.
Exported RTF files sort by line item detail choice. Tab Delimited
or ASCII orders export now uses short file names.
2.625 Print catalog with barcodes and pictures. Recommend 1x1.5"
Accelerated process for posting ship quantities for line item
When direct order added from vendor form, rep defaults to rep assigned to
Revised backorder dialog for posting discount from invoice (DFI)
Any option other than "Unit" now prints to right of the product
description on orders
2.623 - Revision to <PocketRep Synchronize> for Pocket PC 2003
Added <E-mail> button to vendor form for e-mailing vendors within
Added <Check for 'inactive' status> (check mark icon) button on customer form. When clicked, user is
prompted to enter a date to be used to tag all 'Active' status customers as
'Inactive' if they haven't ordered since that date.
Fixed issue with recalculating items with options that have a price
influence and a discount
Returned options other than "Unit" to right side of product description
on printed orders
2.622 - New "Vendor Barcodes" report prints vendor labels for your
shelves or catalogs to scan and start new order for that vendor. Has
description and min order amount.
Added <Refresh Outlook> to Vendor form to copy vendor contact
information to Outlook
<End Date> added to Representative form for use as filter to restrict
obsolete rep information
Fixed issue with posting invoices to orders with discounts that have line
Added <Product Note> check box to vendor setup. When checked, 16
characters of product note will be added as note to line items on order.
2.62 - User is prompted on vendor <Orders> screen when posting invoices
if the last 3 or more consecutive orders were "Direct" (order type begins with
"Communications Journal" report added to the Representative and Customer
forms to show how often customers have been contacted and follow-up actions.
2.619 - New "Products with Duplicate UPCs" report on the Product form
shows items that may not scan correctly when only the first occurrence of the
duplicated number is found.
Orders on Rep form can be filtered by user defined field for
vendors. Useful for paying commission by a division such as an agency,
or rep group. Modified process for posting rep payments to individual
<Vendor> drop list on EDI form shows number of orders and amounts that
will be transferred for each vendor when orders are sent in batch.
On barcode labels, user is now prompted for vertical positioning.
Some printers do not feed labels correctly
Order Totals report now prompt user to exclude "Quotation" status orders.
2.618 - On orders, if requested ship date is same as order date, printed
order will now show "ASAP" as the requested ship date. On vendor form,
set <ASAP> to 0 for this to be the default
Increased filtering of commission information for reps using
Ability to assign 2 reps to a customer account
Contract orders with customer item number now show customer's item number
on order in note column
Fix to assure that bill phone and fax are replaced when a different
customer is chosen for an existing order
2.616 - When contract pricing is selected, user is prompted to allow a
product to be added at the default price if the item is not in the contract.
A promotion can now be for a volume price so that if customer buys more
than x quantity, user is prompted to apply promotional price.
Fix for freeze when deleting a vendor payment. User now prompted
twice if rep payments are affected.
Fix for default, line item discount shown on vendor customer number form.
Partial replicas can no longer see or splits.
2.615 - PO number for
partial replicas now defaults to a 6 digit number w/Reps' initials. User
is prompted to let the order type default to "Road" for these orders.
"Commission Statement (unpaid invoices)" report on the vendor form.
2.614 - "Orders_Fax_E-mail"
export on EDI form now includes an orders list with amounts as a cover page
when you select "Orders for Fax/e-mail with cover" from the
<Reports> drop list.
When "Order Totals Crosstab" report is grouped by "Customer"
(row) and the user elects to export the results to Excel, the address is
This is helpful for mailing/e-mailing to your top 50, 100, or other number of
Added ability to delete orders, details, and obsolete vendors
prior to a selected date on the My Company Setup form. This is only
available for BrokerForce™ Solo, Team, or full replicas in Enterprise.
Create and archive a backup before running this process.
Modified Comparative Sales reports to allow reporting by invoice
date and amount instead of order dates and amounts.
Narrowed bar code on Product Labels (Avery 5167) labels to avoid
over-print of margins
Added <BillToCustNo> on Vendor Customer Number forms for customers that a
vendor has assigned a bill to customer number that is
2.613 Added <Phone> reverse lookup button to customer and contact forms.
When connected to the Internet, will lookup an address from a directory listed
Revision to "Comparative Sales by Month" and "Comparative Sales Month To
Date" reports for width of order amounts and correction to current month to
date sales total.
The representative "Commission Statement", "Vendor Order Totals", and
vendor "Commissions By Month" reports can now be filtered or grouped by the
user defined field on the Vendor form. This is most useful for company
divisions or agency.
A <Map> button has been added to customer and contact forms.
Pending that you are connected to the Internet, click this button for a map to
the address shown.
Numerous additions to PocketRep including support for many more printers,
Bluetooth, Wireless Network, Canon, Sipix, etc.
<New Customer> pop-up form now includes ability to add a contact for that
customer without having to go to the contact form.
Fix for Agency choice to show rep contact information on header versus agency's. Orders may
be printed in batch from <Representative> form by date range
Support for divisions. If the account rep is different for a
line/vendor than the primary rep assigned on the customer form, change the rep
assignment on the vendor customer number dialog. When an order is added
for that vendor/customer combination, that rep will be assigned to the order.
Revised Avery 5167 product label to bold the price in the lower right,
increased the width allowed for the bar code, and allowed sorting by catalog
Added <Cust Item> option button just about the order details for entering
a contract order by the customer's item numbers
Added "Orders Comparison By Month" and "Orders Comparison
MTD" reports to the Customer, Parent,
Representative, and Parent forms. Use these report to compare year to
date (YTD) and month to date (MTD) amounts for any month this year to the same month and YTD of any previous
Added <E-mail> merge button to vendor form for mass-mailing customers of
a vendor, or vendor contacts.
2.596 - Added "RepList" report to Representative form and "Comparative Sales
By Month" report to Customer, Vendor, Parent, and Rep forms. Can be
grouped by several choices and filtered for current record or all.
Added "Products List (Bar-Coded)" to the Product form with
an <In Stock> check box option to print only products with an <In Stock> value
of 1 or greater. Product labels and barcode reports can now be sorted by
page number. Use this to bar code your catalogs!
Fix for missing orders on Orders Journal when no new customers, fix for
copying customers to PocketRep
Password can now be set to "NoPassword" to eliminate the use of a
password. <Lock View> button still hides commission and reports.
Reps commission statements now include 2 reps to an order. Prior
versions would show the combined amount due on the statements but <Apply>
payment button was not enabled unless greater than or equal to both primary
and secondary commission due was entered as the payment amount.
2.595 - Press <Esc> on main order form when creating a new order if you want a
Zip order button
on main order form
adds/removes all of a vendor's products to the line item details of an order
with zero quantities. This lets you go down the order, enter the
quantities you like. Click the button again to remove the zero quantity items. Very fast
in some cases.
Added "Orders" report to Representative form to select date range of
orders to print. Place check in <RTF> check box if orders need to be in RTF
Order reports on Order form now inherit filters placed on order form e.g.
right-click on <Order Date>, select <Filter by Selection>.
Fix for adding default PO# without a minus sign for replicated data.
Trims to 7 digits
Added <Merge> button on the Customer form for merging two customers into
one customer. This is used for eliminating duplicate customer records.
If your data is replicated, be sure to synchronize before and after merging
two customers. This is not available for partial replicas.
Added <E-mail> merge button on the Customer form to e-mail all customers with
e-mail addresses within the form's filter. The new <E-mail> button next
to the customer contacts subform will e-mail all contacts within that
Added default discount rate for order header and line item details on the
Vendor Customer Number form. Option 1 and/or option 2 can be duplicated on next line
item detail when entering orders.
Added Customer State to Order Totals Crosstab reports, added Order Date
to Vendor Orders Not transmitted report, added ability to filter Crosstab
report by invoice date.
Revised Orders Journal to include <New Line> and <New Customer> check
boxes to denote that orders was for a new line and/or new customer.
Report can now group by Order Type or Status.
When the Orders Journal report closes, the user is prompted if the
results should be exported to Excel. This can be e-mailed to a vendor,
customer, or agency on a periodic basis
Fix for freeze issue when posting invoices and payments to orders
Resized screen to fit 800x600 w/o auto-hide of task bar
Added "Vendor Labels" report on vendor form. Print or export to
Excel for mail merge or use with Microsoft Outlook.
Added Terms field for PocketRep (PR), orders on PR can be entered by
item#, desc, or UPC
Improved speed for posting invoices to orders. Click the <Columns>
button on the Vendor form when posting invoices to orders to add or remove
columns as needed.
Improved larger font for orders, 3 is no longer mistaken as an 8. Line
item detail is kept together
Added ability to sort Order Totals Crosstab report by row totals.
Added <New Customer>, <New Line> designations to orders journal
Faster entering of line item details on orders
<Orders list> on vendor form is now full screen width
added ability to filter Customer Snapshot reports by customer Began date
Modified Order Totals Cross tab report on customer form to prompt user
for additional filter for the current representative's customers if <All
Customers> is checked
added Notes, and minimum order amount on Vendor List report on vendor
Added "Customer Snapshot Avery 5163" for 2x4" (Rolodex like cards)
Added "Rep Postal Codes" report on representative form
Revised to import new customer orders from PocketRep
Version number is now shown on the application title bar (2.535+)
Fix for cascading of vendor rep number on vendor customer number form.
Improvements to Vendor and Customer sales totals reports
Vendor Phone List report added to Vendor form.
Backorders for orders with details can now be posted as a gross amount
versus adjusting shipped quantities
Customer Snapshot can now be sorted by the total amount that a
customer ordered or was invoiced
Revised process for missing item number on order detail not to move to Qty
Default line item discount is reset to zero when a new order is created
When an order is for a negative quantity, the header is now labeled
Added <No Contact> check box on Vendor form <Setup> tab.
When this is checked, the vendor's contact information will not show on the
Added <Show Rep Information> check box on My Company Setup
form. When this is checked, rep contact information will show in lieu
of the agency information. If an agency logo is present, it will still
show. If both agency and rep contact information is to show, agency
contact information should be included with the agency logo.
When a customer is changed on an order, the replacement ship to
address will default to bill to if the new customer's ship to
address is missing.
A default order footer can now be edited/added from the My Company Setup
form e.g. "Thank you for your order"
Added "Status" filter selection for Customer Snapshot report.
Snapshot sales history totals can be by order amount instead of invoice amount.
Report can now be sorted by YTD amounts in descending order.
When posting payments to invoices, focus now moves to payment amount
before payment number
Fix for error locating invoice numbers on orders list of vendor form
"Delete" status orders are now highlighted in red
Fix for price error of line item discount on an order
"Customer Snapshot" report, added option to show no
amounts, order amounts or invoice amounts.
Revised Catalog_Excel import process for multiple price column import to
correct data type
Added "Rep Territories" report on representative form.
Listing of reps, the cities and zip codes that they cover.
Added blocks for "Orders_Fax_e-mail" exports to block orders
with status = "Quotation", "Delete", or
Revised back order process on vendor form to move to return to current PO
versus moving to new, patched variance comparison for min order.
Vendor Payment number and Payment amount are locked for orders that
payments have been applied to. To unlock, double-click on VPmtNo or
VAmt to edit.
Fix for cascade change of rep number inappropriately changing the vendor's
customer number instead
Revised Vendor Payment process to not confuse a vendor's payment with duplicate from another vendor
Vendor form loads much more quickly
Revised fill backorder process to allow user to skip adjusting invoice amount
Added "Rep Payment#" filter to rep commission statement
New "Order Net Discount" order form format now shows the
net cost of each line items after discount.
Optional price list can be configured as an option for a vendor
e.g. Chair w/fabric "A" $189, Chair w/fabric "B"
$230. See Options help topic.
Incremental option pricing has been added. Set option vendor
preferences for fixed or percentage price additions using vendor setup tab.
Vendors without a check in the <Line Card> check box
(<Setup> tab on vendor form) are no longer included in many
reports or drop lists including orders.
Hot key <Ctrl-P> prints currently selected report. Use
this for orders!
Added Item Sales History popup on order form.
Double-click a line item detail to view how much has been ordered/shipped by
any date range.
Customer With/Without Product reports can now be filtered by date range,
or form filter.
Added ability to synchronize BrokerForce™ Customer contacts with Microsoft
Outlook. Includes 3 year snapshot history for each.
Add 'Last Shipped on or Before' filter option for 'Customer Snapshot'
report. Included Season filter.
Fix for Orders_Fax_E-mail export on EDI form
Default rep number for vendors on the Vendor Customer Number form
Added support for international column width settings on drop lists
Fix for Cannon Bubble Jet printers' narrower print width to eliminate blank pages
<PocketRep> synchronization button added to toolbar for exchanging product
information and orders with PocketRep™
Color and Size versus Unit and Pack product options can be set by vendor
instead of by industry in My Company setup
form. Click the <Setup> tab on the vendor form.
Incremental update of contract prices for commodity pricing of products
when the product price is changed.
Relationships between the Vendor and Orders table and the Customer and
Orders table revised so that a vendor or customer can not be deleted until
their respective orders are removed
Product label reports inherit the product subform filter for
printing selected labels
Page field added to Products table for catalog page
Backorders now duplicate transmitted journal entries to avoid
Rep name added to Customer Numbers on vendor form for sorting and grouping
Manage and print quotations for multiple vendors. see
"Quotation" help topic
Revised detection of enter key on the order form's Item/Style number
Optional page break added to customer snapshot
Fix for Catalog_Excel import that failed on some machines
Added new options for Order Totals Crosstab report. One of
the most useful reports! Revised for date range errors 8/14/01
Fix for duplicating last customer on an order for new vendor customer
Widened PO# on orders to accommodate 14 digits
Revised Order Totals reports
Fixed Vendor Item Sales Totals report to stop duplicates when product
description has changed on orders
Orders substitute customer phone if contact phone is unavailable
Customer Snapshot - newly added to the Vendor form for viewing customer history
including prior 2 years and year to date (YTD) sales. Revised on both
customer and vendor forms to include a new Last
ordered on or before filter for listing customers and what lines have not
been ordered since a specified date - An excellent tool for
recovering diminishing accounts before they are lost.
Customers with Product - revised to include order dates
versus ship dates and to show categories of products if a category is chosen
on the Products form.
Product labels 39 Avery 5167 - product labeling report added
to the Product form that includes a 3 of 9 bar code.
This report uses the Free3of9 font included with BrokerForce™. This
label has a footprint 1/3 the size of the 5160 label. Both labels were
modified to include minimum quantity and are available from office supply
stores. Both bar code reports now use the vendor item number in lieu
of an available UPC.
BaBar Coding - Refinements were made to the order form to recognize the item
number in lieu of the UPC when a bar code is scanned via a wedge scanner
- Entering orders
for multiple lines with the same customer? When a new order is created and
the vendor is changed, the user is now prompted "Duplicate last
customer?". Click <Yes> if this is the case, <No> to
skip or <Cancel> to turn this feature off. font>
- Added Order
Totals Crosstab report to Customer and Vendor
forms. Allows user to select how data should be grouped in rows and
columns and what values to total for a date range.
- Added Order
Header Only report to order form
customer On Order report to include extended values and fixed report
for when a vendor has not been selected as a filter
- Fix for Open
Purchase Orders Detailed reports item duplication
- Fix for
updating customer numbers on Vendor form's orders list
- Fix for
filtering the Orders Journal report by form with vendor's user
- Added Order
Type and User Defined order field filter choices for Customer
Snapshot report (Allows filtering by 'Season' for Apparel reps) See
'Customer Snapshot' help topic in updated help file
- Updated help
file with new topics and correction to word wrap
- fix for move
from Vendor orders list to order form for filling backorders w/details
- eliminated date references
that caused error on Rep Payments subform and blocked Microsoft Word merges
- fix for dates running together on some reports
- fix for "Invalid reference to "T" on contacts
- fix occasional missing backup window during <File>,
- <Details> check box added to Order Totals report for shorted
summary of orders and added missing order type when printed from
- added city, state, and customer type columns to the customer drop list on
Customers subform. When customers are added using this form,
VendCustNo (vendor customer number) will default to BrokerForce™'s customer ID.
This enables a user to quickly check for and add prospective customers to
the customer list of a new line.
- Rep Commissions Statement 2 - New format of the rep commission
statement that shows only rep's commission as percentage of invoice and
order date in lieu of vendor payment and agency's commission %.
- Ordered/Invoiced by Month - New Vendor and Customer forms'
report. Also indicates order to delivery lag time.
Request for a future update?
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