TechMate International

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TechMate Internationals

                                                                                                    
Pocket SalesMate
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Pocket SalesMate

• I. Table of Contents- Setup
• 1.0 Installing Microsoft ActiveSync 5
• 2.0 Installing Pocket SalesMate 6-9
• 2.1 Installing Pocket SalesMate
  Updates 10-12
• 3.0 Pocket SalesMate Setup 13
• 3.1 Setting Defaults 14
• 3.2 Registering Pocket SalesMate
  15
• 3.2 Managing Carrier Lists 16-17
• 3.4 Managing Agents List 18
• 3.5 Making Changes to Master
  Inventory 19-20
• 4.0 Setting Up Rating Files 21
• 4.1 Managing Tariff Files 22
• 4.1.2 Initializing Tariffs 23-25
• 4.2 Managing Container File List
  26
• 4.2.1 Setting up Container Files
  27
• 4.3 Managing Valuation File List
  28
• 4.3.1 Setting up Valuation Files
  29-32
• 5.0 Downloading Rating files from FirstMate
  33
• 5.1 Establishing a connection with FirstMate
  34-36

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Pocket SalesMate

• II. Table of Contents Survey
• 6.0 Entering Customer Information 41
• 6.1 Creating a Customer 42-45
• 6.2 Creating a Survey 46-48
• 6.2.2 Setting the Mode of Transportation 49
  
• 6.2.3 Adding Articles to the Survey
  50-52
• 6.2.4 Changing the size of an Article
  53
• 6.2.5 Adding Comments to Articles
  54-55
• 6.2.6 Creating Miscellaneous Rooms Articles
  56-57
• 6.2.7 Entering Crates 58
• 6.2.8 Moving Articles during the Survey
  Process 59-61
• 6.2.9 Displaying Totals of Surveyed Articles
  62
• 6.2.10 Adding Notes/Remarks 63
• 6.2.11 Obtaining Customer and Agent
  Signatures 64
• 6.3 Printing Shipper Inventory Reports
  65-66

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Pocket SalesMate

• III. Table of Contents- Rating
• 7.0 Rating 67
• 7.1 Tariff Selection 68
• 7.1.1 Rating- Bind Date 69
• 7.1.2 Rating- Use of Modes 70-72
• 7.1.3 Rating- Continue or Exit 73
• 7.2 Rating- Adjustments (e.g Weight) 74-75
• 7.3 Main Rating Screen 76-79
• 7.4 Transportation Charges 80
• 7.4.1 Local Transportation Labor Charges 81
• 7.4.2 Valuation Charges 82
• 7.4.3 Packing Charges 83-84
• 7.4.4 Extra Stops/Mini Storage Charges 85
• 7.4.5 Storage Charges 86
• 7.4.6 Other Storage Charges 87
• 7.4.7 Miscellaneous Service Charges 88
• 7.4.8 Extra Labor/Shuttle 89-90
• 7.4.9 Bulky Article Charges 91
• 7.4.10 Appliance Servicing Charges 92-93

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Pocket SalesMate

• 1.0 Microsoft ActiveSync Setup
• Installing Microsoft ActiveSync
• -ActiveSync can be installed from CD included
  with PDA device
• -Can also be downloaded from www.Microsoft.com
  website
• Setting up a Partnership
• -Establish a Standard Partnership
• -Synchronize Files with Desktop

Make sure the Files are Synchronized
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Pocket SalesMate

• 2.0 Installing Pocket SalesMate
• 1- PDA must be both Connected and Synchronized
  with Desktop
• 2- On Desktop computer- go onto the
  www.TechMateInternational.com website
• 3- Click Downloads then Pocket SalesMate
• 4- Determine the model of PDA you are loading
  (2002, or 2003/newer)
• 5- Select the new user install that
  corresponds to your model of PDA
• - 2003 models would select Pocket
  SalesMate 03 full install
• 6- Select the option to either Open or Run
  file

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Pocket SalesMate

• Once the file has been run- follow the following
  steps to complete the download process
• 1-. You will be asked if you would like to
  Install Pocket SalesMate PSM- answer Yes
•        2- Would you like to Setup in the
  following destination folder- click OK
•       3- Install Pocket SalesMate PSM- answer
  Yes
•     4- You will then be prompted to check you
  mobile device to see if any additional steps
  are necessary on your desktop computer
  click the OK button.
• 5- On your PDA you will be at a screen asking
  you if you would like to replace existing
  files. Always select the box in the bottom
  right corner No to All

Always select No to All Option
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Pocket SalesMate

• Please Note if you are installing Pocket
  SalesMate on a 2003 or later model PDA you must
  also download the Runtime file
• - this file can be found on the
  www.TechMateInternational.com website, directly
  under the Pocket SalesMate 03 new user install

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Pocket SalesMate

• Once the PDA has completed copying files, you can
  now open Pocket SalesMate
• 1-Tap on Start
• 2-Then on Programs
• 3-Tap on the Pocket SalesMate icon
• New user installs download in the form of a 7 day
  trial
• -When you get to this point, contact TechMate
  to receive a key for an extended license

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Pocket SalesMate

• 2.1 Installing Pocket SalesMate Updates
• Pocket SalesMate updates can be downloaded from
  the www.TechMateInternational.com website
• PDA must be both connected and synchronized with
  desktop computer
• Exit out of Pocket SalesMate program on PDA

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Pocket SalesMate

• On web page, click on Downloads/Pocket SalesMate
• Most recent update will be displayed near the top
  Right corner
• Enter Username/password
• Follow the defaults to install update
• Always select the NO TO ALL option when asked
  to replace
  existing files

Always select No to All Option
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Pocket SalesMate

• E-Mail Notifications for Updates
• On the www.TechMateInternational.com website you
  can register to receive e-mail notifications
  regarding Pocket SalesMate.

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Pocket SalesMate

• 3.0 Pocket SalesMate Setup
• Opening Pocket SalesMate
• -Tap on Start
• -Tap on Settings
• -Tap on Pocket SalesMate icon
• Pocket SalesMate Setup Screen
• -Defaults
• -Register
• -Carrier
• -Agent
• -Inventory
• -Tariffs -rating versions only
• -Containers -rating versions only
• -Valuation -rating versions only

These options appear in Rating Versions only
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Pocket SalesMate

• 3.1 Setting Defaults
• Select Default Language
• - English, French, Spanish, German, Italian,
  Portuguese, Dutch, Danish
• Select Default Weight Factor
• - Each Mode (e.g Road, Air) can have its own
  Weight Factor
• - Please Note If you are sending Survey
  information to
  FirstMate, Set all Weight Factors the
  same
• Select Unit of Measure
• Printer Setup-
• - Canon BJC 50 85 printers- Canon BJ 360DPI
  driver
• - HP 450 CBI Printer- HP PCL driver
• - Pentax Pocket Jet 200- HP PCL driver

Tap here to assign a Default Printer
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Pocket SalesMate

• 3.2 Registering Pocket SalesMate
• Tap on Setup/Register
• Contact TechMate with the Pocket SalesMate Serial
  to receive License Key
• Type License Key in the row of boxes exactly
  how it is given to you
• After the Key have been entered, the key
  expiration date will be
  displayed beneath
  the row of boxes

Key Expiration Date
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Pocket SalesMate

• 3.3 Managing Carrier List
• Carrier Lists can be viewed by tapping on
  Setup/Carrier
• A list of all Carriers that have been downloaded
  in Pocket SalesMate will be displayed
• Agents not under their own authority can download
  carrier information from the www.TechMateInternati
  onal.com website, under the Downloads/Carriers
• -This will include the Carrier and Valuation
  file for the US 400N tariff

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Pocket SalesMate

• A new Carrier can be added by tapping on New
• Carrier information can be viewed/modified by
  tapping on the Carrier name
• To delete a Carrier, press and hold stylist on
  Carrier name
• An Edit/Delete option will appear

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Pocket SalesMate

• 3.4 Managing the Agents List
• Agent lists can be viewed by tapping on
  Setup/Agents
• A list of all Agents that have been entered into
  Pocket SalesMate will be displayed
• New Agency information can be added by tapping
  New
• - Selecting the Default Origin Agent will
  automatically default you as the Origin Agent
  for each new customer
• To View/Modify Agency information- Tap on Agency
  Name
• To delete Agency information- Tap and hold
  stylist on Agency name, an Edit/Delete option
  will appear
• Agency information that has been previously
  entered in FirstMate can be downloaded into
  Pocket SalesMate to avoid repetitive data entry
• - See section 5.0 Downloading Rating Files from
  FirstMate

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Pocket SalesMate

• 3.5 Making Changes to Master Inventory
• Tap on Setup/Inventory to view or edit the Master
  Inventory list
• A New Article can be created by tapping on New
• Type in the article description as well as the
  Cubic size
• Select the group list in which you would like the
  article to appear (HHGI or OI)

Enter Article Description and adjust size
Tap to Create a New Article
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Pocket SalesMate

• Articles already appearing in the Master
  Inventory can be edited by taping on the article
  name and then on Edit
• -Article description can be modified
• -Cubic size can be adjusted
• To change the Room List that the article appears
  in
• -Tap on the Article name and then on Groups
• -Select the room list that you would like the
  article to appear
  in
• All changes made in this part of the inventory
  will remain set as defaults
  

Tap to View/Edit articles in Inventory List
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Pocket SalesMate

• 4.0 Setting up Rating Files
• Pocket SalesMate is a fully functional rating
  tool
• Create and Manage Valuation, Container, Tariff,
  and defaults
• Files can either be downloaded from
  www.TechMateInternational.com website or from
  FirstMate
• - Eliminates repetitive data entry

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Pocket SalesMate

• 4.1 Managing Tariff Files
• Tariff screen found by tapping on Setup/Tariffs
• Displays the complete list of all tariff files
  that have been downloaded into Pocket SalesMate
• Current status of Tariff displayed
• - Not Initialized
• - Initialized (blank entry in the Tariff screen)
• Tariffs must be initialized prior to using them
  in Pocket SalesMate
• - If Tariffs are downloaded from FirstMate, they
• will already be initialized

Tap on Tariff name to Initialize
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Pocket SalesMate

• 4.1.2 Initializing a Tariff
• To initialize or view/modify a tariff simply tap
  on the Tariff name
• Tariff items are arranged in Groups for display
  and report purposes
• -Groups are shown with a trailing
• Groups or items shown with an X indicate that
  the group or item has been turned off
• If Show Tariff Info is Customized, groups
  or items that have
  been turned off will not
  be displayed
• -To display all groups and items, select
  All

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Pocket SalesMate

• If you want to use a Single Pack Rate (combine
  the container and packing rates into a single
  pack rate)- place an X in the far left column
• If the rate for an item is not published in the
  Tariff, tap on the Rate column and enter the
  desired rate

Take X out of this box to separate Container
and Packing costs
Tap on Rate Column to enter desired price
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Pocket SalesMate

• The discount column indicates what group the item
  is discounted with
• -Tap on the discount column to change how the
  item is discounted
• - indicates that the item cannot be
  discounted

Discount Column shows which group the item is
discounted with
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Pocket SalesMate

• 4.2 Managing Container File List
• A list of Container files can be created and
  maintained in Pocket SalesMate
• -Tap on Setup/Containers
• -Container screen will display all Container
  files that have been entered
• A new container can be created by
  tapping on New
• Container Files can be created in FirstMate and
  then downloaded
  into Pocket SalesMate
  
• To view/modify a container file- tap on
  container name
• To delete file tap and hold stylist on
  Container File
  name, an Edit/Delete option
  will appear

Tap on New to build a Container File
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Pocket SalesMate

• 4.2.1 Setting up a Container File
• A new container file can be created by tapping on
  New
• If you are rating with the Local, Intra-State,
  International, TPG, or APP Tariffs you will need
  to create a Container File for these Tariffs
• Each Container File needs a Description and File
  Name
• The description should describe what the
  container file is
  (e.g Local Container Rates)
• The File Name is used within the Tariff to
  identify the
  Container
• File Name limited to 8 Characters
• Limited to Alphabetic and Numeric
  characters
  (no ,\../ , etc.)

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Pocket SalesMate

• 4.3 Managing the Valuation File Lists
• A List of Valuation Files can be
  created/maintained in Pocket SalesMate
• Valuation Screen will display a complete list of
  all Valuation Files that have been downloaded
  into Pocket SalesMate
• To view/modify a Valuation File, tap on the file
  name
• To delete a file- tap and hold stylist on
  Valuation File name, an
  edit/delete option
  will appear
• Valuation Files can be created in FirstMate
  and then downloaded
  into Pocket SalesMate

Tap on New to build a Valuation File
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Pocket SalesMate

• 4.3.1 Setting up a Valuation File
• Setting up a Valuation File is divided into 4
  sections
• The first section is the Description and File
  Name
• -Enter any description that best describes what
  the
  valuation file is for
• -Only alphabetic and numeric characters can be
  used for
  the File Name
• Most major Carriers can obtain a pre-built
  carrier valuation file
  for inter-state tariffs from the
  www.TechMateInternational.com website
• -The most current Valuation Rates will be
  included when
  downloading the Carrier from the website

Valuation Description
Valuation File Name
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Pocket SalesMate

• Agents operating under their own authority MUST
  use the Carrier ID that was entered for the File
  name for US Interstate Tariffs
• -It is recommended that you use your SCAC code
  for this ID
• The remaining sections are for entering the
  Basic, Depreciated and Replacement
  Valuations
• -Rates must be entered into these fields, so if
  you do not use
  Basic of Depreciated valuation, make the rates 0

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Pocket SalesMate

• The final section of the Valuation screen
  pertains to the Replacement valuation
• There are two types of replacement valuation,
  Fixed Rates and Rates per 1000
• -Make sure that you select the appropriate type
  before entering any rates in
• -Any Replacement Rates entered will be cleared
  out when changing type
• You will be able to enter up to four deductibles
• -Any deductible not used can be left blank
• To Enter rates, tap on the New to add a line
  for rates

Be Sure to Select appropriate type before
entering any rates
Tap New to add a line for Rates
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Pocket SalesMate

• For Fixed rates, on the new line, enter the
  Valuation and rates for each deductible
• -Enter the maximum valuation you will sell under
  the
  Valuation to amount
• The rates for Rates per 1000 can include
  the decimal or cents
• -If the decimal is left off, Pocket SalesMate
  will automatically
  add it in
• -If you enter 10, Pocket SalesMate will display
  it
  as 10.00
• Any Valuation files that have been
  previously created in FirstMate
  can be downloaded into
  Pocket SalesMate to
  avoid repetitive data entry

Enter the Maximum Valuation you will sell
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Pocket SalesMate

• 5.0 Downloading Rating Files from FirstMate into
  Pocket SalesMate
• Rating files as well as any Agency information
  that has been previously created in FirstMate can
  be downloaded into Pocket SalesMate to avoid
  repetitive data entry
• To do this, you must first set up a connection
  between FirstMate and Pocket SalesMate

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Pocket SalesMate

• 5.1 Establishing a Connection to FirstMate
• Start Pocket SalesMate and sync the Pocket PC
  device
• A partnership must be created, it cannot be setup
  as a guest
• -Make sure that the Files are synchronized

Files Must be Synchronized
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Pocket SalesMate

• Serial In Pocket SalesMate go into the
  Setup/Register screen
• The PDAs will be displayed at the top of the
  screen
• On your Desktop computer go into the FirstMate
  program
• Click on Setup and go into the Users section
• Select the user that will correspond to this PDA
• -A new user can be created by clicking on the
  Yellow Folder icon

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Pocket SalesMate

• On the FirstMate Users screen make sure that
  the Pocket PC is selected as the device
• Enter the device serial from the Pocket PC
  register screen in the Serial box on FirstMate
• Establish a link by clicking on the Detect button
• When the FM_Sync.PSM file is found, the
  location of the Sync folder will be entered into
  the location box
• Click the Yellow Disc icon to save the user
  information

Location of Sync Folder
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Pocket SalesMate

• 5.1.2 Downloading Rating Files to Pocket
  SalesMate
• Once a connection between FirstMate and Pocket
  SalesMate has been make, you can begin to
  download files between the two systems
• Make sure that the PDA is both connected and
  synchronized with your computer
• Exit out of Pocket SalesMate on your PDA

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Pocket SalesMate

• Open up FirstMate on your desktop computer
• -Click on Setup and Pocket PC
• A Pocket PC Setup will appear displaying the
  users that are set up to share files
• -Make sure that the salespersons name is
  highlighted

Click to Highlight Salespersons name
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Pocket SalesMate

• There are 6 tabs to the right that display
  Agents, Carriers, Valuation, Inventory,
  Containers and Tariffs
• Click on the tab that corresponds to the file you
  want to download, then click on the file name
  within that section
• Once you have selected all of the files that you
  wish to download click on the Prepare Files
• A Files Prepared message
  will then be
  displayed in red

Click to Prepare Files
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Pocket SalesMate

• The next time that Pocket SalesMate is opened,
  the files
  will begin to process and download
  into the PDA
• -The status of the download process will be
  displayed towards the bottom of the customer
  screen

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Pocket SalesMate

• 6.0 Entering Customer Information
• Now that Pocket SalesMate is setup, its time to
  put it to use

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Pocket SalesMate

• 6.1 Creating a Customer in Pocket SalesMate
• To create a new shipper, tap on New
• All Shipper and Consignee information is entered
  on this screen

Tap New to create a shipper
43
Pocket SalesMate

• Under the Locations fields, tap on New to enter
  the Origin address
• -Once the origin information is entered, tapping
  on OK will bring you directly to the
  destination information
• Any extra pickup/delivery addresses should
  also be entered at
  this screen
• -Tap on New under the location field
• -Tap on the drop down arrow
  
  in the Type field to enter in an
  
  extra pickup/delivery

Tap New to enter in Location information
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Pocket SalesMate

• The section below the Location field pertains to
  the Agents
• An origin agent can be selected by tapping on the
  blank line next to Origin
• -The agents list will pull up and you can assign
  an agent by tapping on the agent name
• -A destination Agent can be assigned by
  following the same procedure
• A Carrier can be assigned by tapping on the drop
  down arrow next to carrier

Tap on Drop Down Arrows to Assign Agents and
Carriers
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Pocket SalesMate

• Dates that apply to the move can also be entered
  in this screen
• To enter in dates for the move tap on Dates in
  the bottom left corner
• -The estimate, book, pack, load dates can be
  entered
• Tapping on Main will return you to the shipper
  screen

Tap to enter Important Move Dates
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Pocket SalesMate

• 6.2 Creating a Survey in Pocket SalesMate
• You can begin a survey by tapping on Survey
• Displayed in the upper left corner of the
  Inventory screen is the room list
• -The rooms are displayed in alphabetical order
• To move throughout the rooms during the
  survey process, tap on the
  drop down arrow
  to the right of the room name and tap on the
  new room you would
  like to move to

Room List
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Pocket SalesMate

• Displayed near the upper right corner are the
  four sort by options
• -All, Rm, CP, PBO
• These four options control what is displayed in
  the Inventory list
• Selecting All will display the full inventory
  list in alphabetical order
• Selecting the Rm option will display the group
  list that is associated with the current room
  being surveyed
• The CP option will display a list of Carrier
  Packed items
• -cartons, crates, wardrobes, etc.
• The PBO option will display the
  Packed by Owner list

Inventory List sort by Options
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Pocket SalesMate

• In addition to these four options, there is a
  list of buttons with the alphabet displayed below
  the inventory list
• These buttons can be used to jump to the first
  article in the active list that corresponds to
  the letter selected

Alphabet Buttons can be used to move throughout
Inventory List
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Pocket SalesMate

• 6.2.2 Setting the Mode of Transportation
• Pocket SalesMate is a multi-modal surveying tool
• Displayed to the right of the room list is a drop
  down list of Modes
• -Pocket SalesMate uses the standard list of
  modes including Road, Local, Sea, Air and
  Storage
• To assign a mode, tap on the drop down list
  and select the mode
  you wish to use

Tap to Assign Mode
50
Pocket SalesMate

• 6.2.3 Adding Articles to the Survey
• To add an article to the survey, tap on the
  article in the inventory list
• Once an article is added to the survey, it will
  be displayed on the left side of the inventory
  screen

Tap on Article you wish to add to the survey
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Pocket SalesMate

• Increasing the quantity of the articles in the
  survey can be done one of three ways
• 1- Taping on an article/carton that has already
  been surveyed and does not have a comment
  associated with it will increase the quantity of
  the surveyed article
• 2- Once an article is selected, tap on the
  quantity number to the left of the article name.
  Up and Down arrows will appear in which you can
  adjust the desired quantity

Arrows can adjust the quantities of surveyed
articles
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Pocket SalesMate

• 3- Select the article that you would like to add
  to the survey. Make sure that the article name
  is highlighted on the left side of the survey
  screen
• -Tap on the button near the bottom left
  corner of the inventory screen
• -An Article Quantity screen will appear in
  which you can select the quantity for this
  article
• -Tap on set to apply the quantity

2- Adjust quantity then tap Set
1- Highlight article then tap on
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Pocket SalesMate

• 6.2.4 Changing the Size of an Article
• Once you add an article to the surveyed room
  list, the cubic size will be displayed to the
  right of the article name
• To adjust the size, tap on the cubic number and
  up and down arrows will appear
• -Tap on the arrows to increment or decrement
  the size

Tap on article size to adjust the Cubic Feet
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Pocket SalesMate

• 6.2.5 Adding Comments to Articles
• Comments for articles, or Contents of a Carton
  can be added to all items in the survey
• To add a comment, tap/highlight the article on
  the surveyed items
  list
• Tap on the empty box towards the top of
  the screen (beneath
  the Mode)
• When you tap in the box the inventory list
  will
  automatically change to the comment list
• You can select a comment from this list, or
  also type a
  comment up to 16 characters in length

Tap in empty box to add a comment to an article
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Pocket SalesMate

• The quantity number to the left of the article
  name will appear in a highlighted yellow color
  after a comment is attached to the article
• To view comments tap on Full near the bottom of
  the screen
• The surveyed items list will expand and you will
  be able to view your comments
• Tap on Edit to return to the inventory list

Quantity will appear in yellow to show a comment
has been added
Tap Full to view comments
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Pocket SalesMate

• 6.2.6 Creating Miscellaneous Rooms or Articles
• To create a miscellaneous room, tap on the room
  tab beneath the active room list
• This will bring up a screen for you to enter the
  room name
• Tap on Done once you have entered the room
  name
• The miscellaneous room name will then be added to
  the room list and also set as the current room to
  survey into

Tap Room tab to create a miscellaneous room
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Pocket SalesMate

• To add a miscellaneous article, tap on the
  Article tab beneath the active room list
• -This will bring up a screen where you can enter
  in the article description and cubic size
• -Tap on done when this information is entered
• -The miscellaneous article will be added to the
  current room being
  surveyed

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Pocket SalesMate

• 6.2.7 Entering Crates
• Crates can be added to the survey through either
  the All or CP inventory lists
• When you tap on Crate, the crate entry screen
  will appear and prompt you to enter in the crate
  dimensions
• Tap on done once you have entered the
  dimensions and your crate will
  be added to
  the current room being surveyed

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Pocket SalesMate

• 6.2.8 Moving an Article(s) during Survey Process
• A single article or consecutive group of articles
  Not Going or going to Storage can be noted
  during the survey process
• To label an article Not Going tap/highlight
  article under the surveyed room list, then tap on
  the Hook Arrow in the bottom left
  corner of inventory screen

Tap to highlight article, then tap on hook arrow
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Pocket SalesMate

• A Move Article screen will appear in which you
  can select the mode for this particular article
• -When you select Leave, the article quantity
  will appear in red
• -When the survey is printed, there will be a
  separate section of all articles not going
• Articles going to storage can be labeled using
  the same process

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Pocket SalesMate

• To move an article(s) to a different room
• Tap/highlight article under the surveyed room
  list
• Then tap on the Hook Arrow in the bottom left
  corner of inventory screen
• When the Move Article screen appears there will
  be a window labeled Move to different room
• Tap in the box and a drop down room list will be
  displayed, tap on the room you would like to move
  the article to
• After tapping Done the article will be moved
  into the inventory list of the room selected

Tap to highlight article you wish to move, then
tap on hook arrow
Tap here to move article to a different room
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Pocket SalesMate

• 6.2.9 Displaying Totals of Surveyed Articles
• After the survey is complete you can get the
  totals of all articles surveyed prior to going
  into the rating process
• Tap on Total at the bottom of the inventory
  screen
• A window will then be displayed showing the
  total item count,
  weight, as well as the CP, PBO
  and Crate count
• Tap on Done to return to the inventory screen

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Pocket SalesMate

• 6.2.10 Adding Notes/Remarks
• Notes can be added and printed with the Survey
  Service Reports
• To add a remark, tap on Remarks at the bottom
  of the inventory screen
• The remarks section is for free form notes so
  that any pertinent information about the customer
  is saved
• All remarks will be printed along with the survey

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Pocket SalesMate

• 6.2.11 Obtaining Customer/Agent Signatures
• While in the Inventory Screen, tapping on the
  Hand and Paper icon will display a window where
  you can obtain both the Agent and Customer
  signature
• A signature can be obtained using the stylist
• Tap on OK and these signatures will appear on
  the printed Survey Service Reports

Tap on hand and paper icon to display signature
window
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Pocket SalesMate

• 6.3 Printing Shipper Inventory Reports
• Once the Survey is complete, you can print a
  variety of Shipper Inventory Reports
• Tap on the printer icon near the bottom left
  corner of the inventory screen
• The inventory report list will be displayed
  and allow you to
  select the type of inventory
  you wish to print

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Pocket SalesMate

• Both the PDA and the printer are infrared, to use
  the printer line up the two infrared ports
• Lay them both on a flat surface about 6-8 inches
  apart so that the two infrared ports are lined up
• Once the printer is turned on, with paper loaded
  and lined up with the PDA- tap on Print on the
  PDA screen
• The PDA will display a screen reading
  establishing a connection
• Once a connection has been made the printer will
  begin printing
• Do not move the PDA until the printing is
  complete
• To change the paper size or printer driver- see
  3.1 Setup/Defaults
• Pocket SalesMate also has the compatibility to
  print using Blue Tooth Software
• Blue Tooth software must be installed on both the
  PDA and Printer
• See Blue Tooth product manual for details

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Pocket SalesMate

• 7.0 Rating
• You can begin the rating process in Pocket
  SalesMate one of two ways
• While in the inventory screen tap on the
  found near the bottom of the screen
• While in the Shipper screen, tap on Rate

Tap on or Rate to begin Rating
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Pocket SalesMate

• 7.1 Tariff Selection
• Prior to rating the move, Pocket SalesMate will
  display a Rating Selections screen
• -This is where you will select a Tariff, set the
  Bind Date and
  select the modes to include in rating
• To select the Tariff, tap on the drop down arrow
  next to the Tariff field
• -Only initialized tariffs are available for
  selection
• -If the desired Tariff is not listed, go to
  Setup/Tariffs
  to initialize the Tariff

Tap on Arrow to select a Tariff
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Pocket SalesMate

• 7.1.1 Rating- Bind Date
• In Pocket SalesMate, when you pick a Tariff (e.g
  400N) the Bind Date is used to determine the
  rates effective on that date during rating
• The Bind Date will default to todays date, but
  can be changed at the Rating Selections
  screen
• -Note This is a change from the way the
  SalesMate Telxon
  worked

Set the Bind Date
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Pocket SalesMate

• 7.1.2 Rating- use of Modes
• Pocket SalesMate allows you to use specified
  groupings in the survey during rating
• For example if you have a long distance move and
  a portion being moved locally, you can enter
  articles for the long distance in the road mode
  and then enter the articles being moved
  locally in the Local
  mode
• -Then select only the Road mode articles to be
  used during
  rating with the interstate tariff

Select all Modes that you wish to include in
Rating
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Pocket SalesMate

• Again, you need to select the modes that you wish
  to include in the rating
• Simply tap on the box next to the groups name to
  include that group in the rating
• Note there is no assumed relationship between
  the Local mode and the Local tariff
• At the bottom of the tariff selection window
  there is a check box Use Survey
• The first time the tariff is rated, Use Survey
  will be checked and no modes will be selected

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Pocket SalesMate

• After the initial rating, Use Survey will not
  be checked
• If you want the survey re-rated, check Use
  Survey
• Note re-rating the survey will reset all
  weights, container counts, etc. from the survey
• -Unless you have made changes to the
  Inventory, you
  will not want to check
  the Use Survey when going back
  into
  the rating

If you want the survey Re-Rated after initial
Rating, make sure box is checked
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Pocket SalesMate

• 7.1.3 Rating- Continue or Exit
• After you have made all of your Rating
  Selections, tap on OK to begin rating
• There is an Exit Rating command near the bottom
  of the screen
• -If you do not wish to continue with Rating, tap
  on Exit Rating

Tap OK to begin Rating Process
Tap on Exit Rating to exit Rating Process
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Pocket SalesMate

• 7.2 Rating- Adjustments (e.g Weight)
• Once you have made all of your Rating Selections,
  you will be prompted with an Adjust Weight
  screen
• This will display the total weight of the survey,
  however you have the
  option to adjust the weight
• Once the weight is set, tap on OK to proceed
  with Rating

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Pocket SalesMate

• If an interstate tariff is being used that does
  not have miles or schedules determined by zip
  codes, they will need to be entered at this
  display
• -Origin schedules can be set as defaults at this
  point
• Tap on Ok to continue with rating, or Exit
  Rating if you do not wish to continue rating at
  this time

Tap on Drop down arrows to set Origin and
Destination Schedules
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Pocket SalesMate

• 7.3 Main Rating Screen
• All Tariffs in Pocket SalesMate have a similar
  look and feel
• Applicable items of the Tariff, Bind Date, Season
  (Peak or Non-Peak) and Weight are displayed at
  the top of the screen

Applicable Tariff items shown here
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Pocket SalesMate

• If the Tariff you are using gets miles from the
  Rand McNally Mileage guide, the Miles field will
  be displayed as xxxx
• Rand McNally limits us from showing miles
• For some Tariffs, applicable options (i.e
  Overtime Loading, Climate Control, et.) are shown
  as check boxes on the second line of the rating
  screen

Miles will be displayed as XXXX when using the
Rand McNally Mileage guide- If Miles are
displayed as 0 you must enter them in
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Pocket SalesMate

• Bill items for the Tariffs are shown in the grid,
  and the grid is combined into groups (i.e.
  Transportation, Valuation, Packing/Unpacking
  etc.)
• The groupings are similar to how they are printed
  on the Estimate/Order for Service reports
• The subtotal for each group is initially
  displayed (there will be a in the left most
  column
• -If you tap on the groups , all items in that
  group will be displayed
• -The groups name will then be shown with a -
  shown in Red to the left of the name
• -Tap on the - to return to the display of the
  Tariff items

Tap on to view all items in group
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Pocket SalesMate

• When a group is expanded to show all items, you
  can tap on an item to open a window that will
  allow you to make changes
• -Once desired changes have been made, tap on
  Ok to return to the display of the Tariff items
• The Discount choices, Contract Type, and total
  estimated cost are shown at the bottom of the
  screen
• -If you are using the TPG Tariff or using a
  bottom line discount, the total can be changed
  and either the SMF or discount will be adjusted
  accordingly

Discount choices, Contract Type and Total are
shown here
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Pocket SalesMate

• 7.4 Transportation Charges
• All Inter State Tariffs have Rates that are based
  on the Miles and Weight of the shipment
• If you are using a Tariff that uses Rand McNally
  miles,
  the miles will be determined from Zip codes
• If the miles is not displayed as xxx, you
  
  will need to enter or adjust miles
• The weight will initially be determined
  from the
  survey, however can be adjusted
  at any time (of
  course, subject
  to Tariff minimums)
• To adjust the weight, tap on the weight field at
  the
  top right corner and make the desired changes

Miles Weight are displayed here- they can be
adjusted at any time
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Pocket SalesMate

• 7.4.1 Local Transportation Labor Charges
• The Local, Intra State, and International Tariffs
  all have charges involving the selection of the
  number of Vans and Men
• For these to work, it is necessary to enter both
  a 1 Van and 2 Man rate, and also an Extra Man
  rate in the setup of the tariff
• When you tap on a Van Men item, you can then
  enter the number of hours, vans, and men
• The resulting rate and total will then
  
  be calculated
• In all cases, you can change the rate

Enter Number of Hours, Vans and Men
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Pocket SalesMate

• 7.4.2 Valuation Charges
• Valuation choices are made by taping on the
  Valuation line item
• A drop down list of Valuation choices will appear
  at the top of the screen
• If depreciated or replacement valuation is
  selected, the minimum valuation will be
  calculated and displayed
• A text box will be provided to allow you to enter
  another valuation amount
• The resulting Valuation Charge will be displayed
  on the Valuation Subtotal line

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Pocket SalesMate

• 7.4.3 Packing Charges
• Container choices are made by tapping on the
  Containers line item (not the
• For all Tariffs you have the option of using
  Container and Packing rates separately, or
  combining them into a Single Pack Rate (the
  default for the 400N Tariff is a Single Pack
  Rate)
• If you are using a Single Pack Rate, the Packing
  Window will have two combo boxes (Packing
  Unpacking)
• This will allow you to rapidly change your
  choices
• If you are using separate rates for Containers
  and Packing,
  there will be a third combo box
  for Carton charges

Carton box will only appear if you are using
separate rates for Containers and Packing
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Pocket SalesMate

• After rating the survey, the column on the left
  will be the number of Carrier Packed Containers
  entered in the Survey
• You have the ability to decouple from the Survey
  and adjust the quantities in the left hand Qty.
  column
• To adjust the Packing and Unpacking sections
  manually, leave the Packing and Unpacking
  sections in the Manual mode
• In this case, the left column will not be used
  and you will need to set the quantities manually
• If you use other selections
  
  (e.g Unpack, Breakable
  Mattresses)
  the quantities for
  Packing and Unpacking have
  been automatically set
  from the Qty. column to
  the left of the
  Containers name

Tap on drop down arrows to select Packing and
Unpacking options
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Pocket SalesMate

• 7.4.4 Extra Stops/Mini Storage Charges
• Extra Stops Mini Storage costs can be
  calculated by taping on the Extra Stops/Mini
  Storage line item
• Tap on the line item within that section that you
  wish to use
• When the window for that line item is displayed,
  fill out the desired quantities
• Place a check in the box towards the upper left
  corner
• Please Note An Extra Pickup/Delivery location
  must be entered in the Shipper Screen for
  associated costs to be calculated (see Creating a
  Customer section of presentation)

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Pocket SalesMate

• 7.4.5 Storage Charges
• In order to make choices for SIT simpler, all
  choices relative to SIT can be displayed in a
  single window
• Tap on the Storage Charges line item (not the
  )
• The Cartage window will open, in which you can
  set the number of days in Storage, the Cartage
  Miles, and also the Location of Storage
• You can also make adjustments to the weight
• Place a check in the Cartage Box new the
  upper left corner
  and tap OK to apply
  storage charges

Tap in Cartage box to apply Storage charges
Enter Days, Miles and Location of Storage
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Pocket SalesMate

• 7.4.6 Other Storage Charges
• Additional Storage Charges within the Local and
  Intra Tariffs (such as Overflow Storage, Storage
  Valuation etc.) can be made by tapping on the
  next to the Storage Charges line item

Tap on line item to enter applicable storage
charges
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Pocket SalesMate

• 7.4.7 Miscellaneous Services
• Charges for Miscellaneous Services (i.e. third
  party packing/crating services) can be added by
  tapping on the Miscellaneous Service line item
• Select either Origin or Destination, and enter
  the charge that applies
• Tap on OK to apply the charges

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Pocket SalesMate

• 7.4.8 Extra Labor/Shuttle
• Charges for Extra Labor and Shuttles can be added
  by tapping on the Extra Labor/Shuttle line item
• To add a shuttle charge, tap on either the
  Shuttle on Origin or Destination line item
• A window will appear in which you can
  enter in the Shuttle
  Miles, and also
  adjust the weight
• To apply the charges, place a check
  in the Shuttle
  box near the upper
  left corner

Tap on Shuttle box to apply Shuttle charges
Shuttle Weight can be adjusted here
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Pocket SalesMate

• The Extra Labor section is divided into 4 line
  items
• The first two pertain to Extra Labor and Extra
  Labor Overtime at Origin
• The second half are for Extra Labor charges at
  Destination
• To apply Extra Labor charges, tap on the line
  item of the Extra Labor charge that pertains to
  the move and enter the total hours
• Tap on Ok to return to the main Rating screen

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Pocket SalesMate

• 7.4.9 Bulky Article Charges
• In most tariffs (400N and TPG) Bulky Article
  Charges will be calculated automatically
  accordingly to the items with the survey
• Within the setup of the Intra State Tariffs, you
  can set a Bulky Article Charge
• You also have the ability to adjust this price
  during the rating process
• Tap on the to the left of the Bulky Article
  line item, then select a Bulky Article line item
  and enter the desired amount
• Tap on Ok to apply these charges

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Pocket SalesMate

• 7.4.10 Appliance Servicing Charges
• Some Tariffs will include an Appliance Servicing
  line item
• To utilize these charges, tap on the line item
• There are four options within this section
• The first two pertain to Primary and Additional
  Appliance Servicing at Origin
• The second two pertain to servicing at
  Destination

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Pocket SalesMate

• To apply servicing charges, tap on the line item
  of the servicing that applies to this particular
  move
• At this screen you can enter the quantity, and
  also adjust the rate
• When this information is entered, place a check
  in the box near the upper left corner
• Tap on Ok to return to the main rating screen

Use Arrows to enter desired quantity
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Pocket SalesMate

• 7.4.11 Elevator, Stairs Long Carries Charges
• Within some tariffs, a line item will be included
  for Elevator, Stairs and Long Carries charges
• To apply any of these charges, tap on the line
  item of the charge you wish to apply
• At this screen you will have the ability to
  enter
  the quantity, as well as adjust both
  the weight
  and rate
• Tap on Ok to apply charges and
  return to
  the main Rating screen

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Pocket SalesMate

• 7.5 Discounting
• Discount choices can be found and entered by
  tapping the Disc 0.00 box near the bottom left
  corner
• A Discount window will be displayed towards the
  top of the Rating page at which you can select
  the discount type and amount
• It is not necessary to use decimals when
  entering the
  discount amount
  (i.e. if you are
  selecting a 62 discount,
  simply remove the 0.00 and
  type in 62)
• Tap on Ok to apply the discount

2- Select Discount type and amount
1- Tap here to apply discount
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Pocket SalesMate

• 7.6 Contract Type
• Contract Type options are shown at the bottom of
  the Rating Screen to the right of the Discount
• i.e. Binding, Non-Binding, Not to Exceed

Tap on Drop down arrow to select Contract Type
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Pocket SalesMate

• 7.7 Total Charges
• The Total Charge, after all Rating Fields and
  Discounts have been adjusted, will be displayed
  at the bottom right corner of the rating screen
• If you are using either the TPG Tariff or a
  Bottom Line Discount, the total can be changed
  and either the SMF or discount will be adjusted
  accordingly

Total Estimated Cost displayed here
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Pocket SalesMate
TechMate Internationals
TechMate Internationals

• Additional Destination Charges
• Pocket SalesMate will both calculate and print
  the Additional Destination Charges for the
  Estimate Order for Service
• Tap on Dest. to view these charges

Tap to view Destination charges
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Pocket SalesMate

• 7.8 Printing Estimate Order for Service
• When you have completed the rating process, you
  are ready to print the Estimate Order for Service
• Tap on the Printer Icon near the bottom left
  corner of the rating screen
• A screen will be displayed and allow you to
  select the type of Estimate to print
• Detailed, Subtotals
  
  Worksheet, etc.

Tap on Printer Icon
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TechMate Internationals

• You can include the Additional Services at
  Destination charges on the printed Van-Line
  approved Estimate Order for Service simply by
  checking the Addl Dest. Services box when
  printing from either the FirstMate or Pocket
  SalesMate products (example below).

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Pocket SalesMate

• Once you have made a selection, line up the
  infrared port on the PDA to the infrared port on
  the printer
• Lay the two on a flat surface approximately 6-8
  inches apart, so that the two infrared ports are
  lined up
• Once the printer is turned on, with paper
  inserted, tap the Print button the the PDA
• The PDA will begin establishing a connection with
  the printer, and the printing process will begin

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Pocket SalesMate

• When you have completed Rating and Printing the
  Estimate, you can exit out of the Rating Screen
  by tapping on Ok
• This will bring you back to the Shipper
  Information Screen
• By tapping on Ok you will return to the main
  Customer Screen

Tap on Ok when you have completed the Rating
and Printing process
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Pocket SalesMate

• 8.0 Interfaces with FirstMate
• One of Pocket SalesMates primary features is
  that it allows you to create and send customer
  information between Pocket SalesMate and
  FirstMate, and back again
• A connection must be set up in FirstMate in order
  to upload or download a customer between
  FirstMate and Pocket SalesMate
• See 5.1 Setting Up a Connection with FirstMate,
  section of presentation

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Pocket SalesMate

• 8.1 Sending Customers to FirstMate
• To upload a customer from Pocket SalesMate into
  FirstMate, tap on the sync column in the customer
  display list on the main Customer Screen in
  Pocket SalesMate
• 2nd column from the right, left of the X
• Tap Yes on the prompt to
  Build File for
  Export?
• The Sync status column in the
  customer display will
  turn yellow to
  show the customer file pending

Tap here to build customer file for export
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Pocket SalesMate

• Sync the PDA and start FirstMate
• It could take up to a minute for FirstMate to
  retrieve and process the file
• Once FirstMate has processed the customer file, a
  confirmation will be sent back to Pocket
  SalesMate and the sync status column in the
  customer display will turn green

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Pocket SalesMate

• 8.2 Sending Customers to Pocket SalesMate
• Primary Customer information can be created in
  FirstMate and downloaded to Pocket SalesMate
• To do this, open FirstMate on your desktop
  computer
• Click on the Yellow folder icon to create a new
  customer
• At is screen, you can enter the Customers
  Primary information, as well as assign a Carrier
  and Agent

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Pocket SalesMate

• You will also want to assign the order to the
  Salesperson whos PDA this file will be
  downloaded to
• When all of the desired information is entered,
  click on the Yellow Disk icon to save the
  information
• Right click to highlight the customer in the
  FirstMate Customer list, and click on the Pocket
  PC button
• The customer file will now be built and ready to
  export into Pocket SalesMate
• Once Pocket SalesMate is synced, it could take up
  to 30 seconds for the file to download
• Once the process is complete, the file will
  appear in the Pocket SalesMate customer list