PockAdv Cart 18.4.1

PocketAdvantage™ is a software solution tailored for mobile sales teams to facilitate the submission of daily orders. Designed for offline operation in the field, it synchronizes updates—including inventory levels, accounts receivable, and office communications—throughout the day as sales representatives submit their orders.

The platform encompasses several key features:

• Sales Representative Territory Metrics for Goal Planning:
  • Monthly totals presented in cases and dollars, segmented by customer, product, brand, and group.
  • Ability to compare current and previous month goals to monitor goal achievement percentages and remaining depletion targets.
  • Drill-down capabilities by product, brand, and group to analyze customer purchasing behaviors within territories.
• Daily Updated Sales Territory Assignments:
  • Includes open accounts receivable details.
  • Notifications for overdue payments.
  • Filters for delivery schedules and call days.
  • Customer notes capturing contact information and buying preferences (CRM integration).
• Product Views and Pricing:
  • Bought View: Displays products purchased by each customer over the past two years.
  • Invoiced View: Shows invoice details from the last 60 days, including line-item specifics.
  • By Type View: Lists all products available in the warehouse categorized by type.
  • Pricing Information:
    • Standard front-line prices for each product.
    • Deal pricing, including chain and national account discounts, as well as quantity-based discounts applicable to individual products or larger product families.
• Inventory Management:
  • Inventory levels are updated at the start of the day and continuously throughout it as orders are submitted by sales reps.
• Special Order Types:
  • Sample orders with associated reason codes targeting specific customers for promotional purposes.
  • Pickup order requests, including reason codes and invoice details for credit processing.
  • A variety of specialized order types tailored to wholesaler requirements.
• Order Confirmation Process:
  • Upon order submission, sales representatives receive a summary confirmation along with details indicating whether each line item has been fulfilled.
• Sales Management Oversight:
  • Ability to assign sales managers to specific sales reps within PocketAdvantage, providing comprehensive visibility into customer interactions and account status.

Caution: Continuous background operation of GPS features can significantly reduce battery life during use.