PockAdv26.6.2 - App Store

PocketAdvantage(TM) is software designed for a mobile sales force to submit for their daily orders. PocketAdvantage(TM) is designed to be used offline in the field and updates are sent throughout the day when the rep send their orders. These updates include changes in inventory, accounts receivable and office messages. PocketAdvantage(TM) includes the following features

1. Sales rep territory totals for goal planning
a. Monthly totals in case and dollars by customer, product, brand and group
b. The current month and last month goals can be added to track goal percent achieved and depletions goal to go
c. Drill down by product, brand and group to view customers buying or not buying from territory
2. Sales territory assignments updated daily
a. Includes open accounts receivable
b. Past due notifications
c. Delivery and call day filters
d. Customer notes including contact names and buying preferences (CRM)
3. Product Views
a. Bought view for products purchased by customer in last 2 years
b. Invoiced view with last 60 days of invoices with line item details
c. By Type view with all products listed in the warehouse
d. Pricing
i. Front line price for each product
ii. Deal pricing including
1. Chains and national account special pricing
2. Quantity discounts for individual product or combined as part of a larger family of products
e. Inventory Updates
i. Inventory is updated at the start of the day and throughout the day as the sales reps send orders
f. Special Order Types
i. Sample order including reason code and targets customers for the product
ii. Pick up order request including reason codes and invoice detail for credit
iii. A variety of wholesaler specific special order types
4. Order confirmations
a. When sending orders the sales rep receives a summary of the order as confirmation and details on whether each line item on the order was filled
5. Sales Managers can be assigned their sales reps within PocketAdvantage for complete visibility to each customer

Continued use of GPS running in the background can dramatically decrease battery life

Version History - Tools Share function back in action
- Filter iPhone keyboard issue resolved 26.6.2 Aug 14 - Filter popover UI refinements
- Fix Geolocation function tweaks
- Customer row highlights
- New Item row highlights
- New Find, Filter, and Change View button locations
- No more item + view designations
- Erratic subview issue settled
- Tap on Likely in header toggles Pending view
- Additional Territories duplicate issue rectified
- Bottle photo capture with clear background
- Additional embedded keyboards
- Button text improvements
- Previous Search functionality restored 26.6.1 Aug 10 - Filter popover UI refinements
- Fix Geolocation function tweaks
- Customer row highlights
- New Item row highlights
- New Search button and location
- New Find, Filter, and Change View button locations
- No more item + view designations
- Erratic subview issue settled
- Tap on Likely in header toggles Pending view
- Additional Territories duplicate issue rectified
- Bottle photo capture with clear background
- Embedded keyboards throughout 26.6.0 Aug 6 - Find keyboard hidden subview fix
- Unsent home icon badge fix 26.5.1 May 19 - Hide items that cannot be sold to customer
- CoOp option to set ship to to current customer
- Sample, Taster default Reason if only one
- Customer map available for All Customers
- Screen animation mods
- Contact WorkPhoneExt added
- Customer map for all customers
- Fix Geocode improvements
- Item views header updates
- Filter button added to top toolbars
- Item screen totals toolbar moved to top
- Able to lock out user by Device ID
- Small UI improvements 26.4.2 May 13 - incomplete deals4 fixed
- landscape split screen fixed
- CoOp Cases Met, load issues fixed
- UI improvements 26.4.1 Apr 21 – Enhancement for MacBook 26.2.3 Feb 28 - Deals popover fix 26.2.2 Feb 24 – iOS UI mods
– Unintended feature extraction 26.2.1 Feb 23 - Portrait Mode issues resolved
- Landscape Mode Full Screen button repositioned
- Unintended Features expunged 18.6.3 11/19/2025 - iOS 26 UI issues resolved
- View selection from header name
- Additional Territory download retry
- Resolved Deals3 list height issue
- Alterable Orders filter tabs
- Support Device can reset DeviceID
- Unhold order check Deliv Date
- Unable to order based on Cust column
- Min Order Approval
- Family Deals can ignore Deals4 items
- Resolved Unsent Alterable Send button issue
- All Items no Filter message from header filter
- Receipt print for truck sell
- Single Screen Recap turned on for all 18.6.2 11/13/2025 - Source warehouse inventory
- Photo confirmation UI improvements
- Alter Orders data refresh mod
- Pin and Hide by app family
- Deals3 order level required
- Co-op order collaboration function
- Unintended feature removal 18.4.1 05/23/2025 - Photo Confirmation UI mods
- Bought view INCR update and insert
- Support for showing Integers with no commas
- Isolate Solids from Family Deal qualification 18.3.0 04/11/2025 - Alter Orders UI improvements
- Presentation Date added
- ToDo Visit Date added
- Print Receipt additions
- Bill and Hold improvements
- Unsent NetCasePriceWithTax added
- Requested Order Move to Unsent with Date Prompt
- Additional Territory from other server Send fix
- Unintended Feature Disposal 18.2.0 02/10/2025 - Recalc Family Deals with each new line item
- Fix approval order type change
- Fix for AllItems+ Filter
- Fix for ToDo column Edits
- Additional Territory send to another CoID
- Request move with Date prompt
- New Day, New Data improvements
- Geocode fixes in app
- iOS 18 Dark Mode icons
- Unintended Features Jettisoned 17.6.1 11/05/2024 - Renewed support for iOS 12 devices
- Fix for ItemID lookup 17.5.1 06/23/2024 - Alter Orders call mod
- Fix Geolocation in maps
- All Items+ and Items By Type+
- Bill and Hold warning
- Presentations supplement
- Manage Attributes enhancements
- Suggested Orders enhancements
- Unsent LastDealPrice column 17.5.0 06/19/2024 - Support User enhancements
- UI improvements
- Unintended feature removal 17.3.0 02/20/2024 - Alter Order
- Photo Conf
- Manager attributes
- Hide/Pin columns
- Unintended feature disposal 16.7.1 11/02/2023 - Support for Outlook Email
- Fix for app switching issue
- Fix for Sort speed on pricing columns 16.5.0 06/25/2023 - Settings screen enhancements
- Docs Dropbox connection improvements
- Order Limit column format sweeter
- Unhold Order inventory check option
- No more partial deals when app closed
- More Apps has even more apps
- Requests with PO Numbers and Comments
- Customer Name in Send Summary restored
- Faster Unsold in History
- My Visit Customer maps with turn-by-turn
- Argos User Profile for support users
- Additional Territory edit available
- Glass Type added to Settings
- Single Screen Unsent Recap available
- Support users refresh from _Test 16.3.1 03/09/2023 - Unsent and Sent Filter amendment
- Additional Territory Alias enhancement
- Unsent conservation refinement
- Connect a Contact replacement
- Connect Contacts enrichment
- Alias Registration improvement 15.7.1 10/07/2022 - Advanced Filters
- Advanced Search
- Advanced Contacts
- Advanced Customize Columns features
- Advanced Column Heading tap functions
- Customer Sections
- Item/Brand/Group Customer History totals
- Item highlight coloring
- Unintended feature extractions 15.7.0 09/23/2022 - Customize Columns New Features
- Performance Enhancements
- Column Keeper 15.4.2 05/25/2022 - UI improvements
- More CRM functions 15.4.1 05/03/2022