2. Go Green with VelociTRACKER™
Paperless
Surveys
POG’s
Instructions
Orders
Reduced Store Visits
In Store Pictures
In Store Communications
Manager Verification
PocketTRACKER™ puts a manager with every merchandiser on every store visit.

3. Schedule Store Visit Surveys Synchronize Training Communication Tools
View your schedule for the day/week.
Store Visit
Sign in to your store.
Surveys
Answer surveys for your stores and place Orders/Returns
Synchronize
Synchronize your unit
Training
Maintain/teach your training classes.
Communication
Review, send, and receive messages.
Tools
Set the date/time, state why you can’t work that day or send message to your supervisor.
Help
Find the number for technical support, can change the user, and select modem.
Reports
Show your work history for the past 3 weeks.

4. Scheduling
The Schedule icon is where you can view what work has been assigned to you for today or for days in the future. You can accept the scheduled visits, place the visit on hold, cancel the visit or mark a store as being closed. This area also shows what surveys must be done for the different stores.

5. Reporting Arrival
Once you have arrived at the store you are working at, you will report arrival here. This must be done before you can enter survey information. On this screen you will see a list of all stores assigned to you. It will show the store number, address, city, and if you scroll to the right you will see state.

6. Orders
Products can be ordered by the Item Number, UPC, Customer Number, Description or Scanning the UPC. Product Packages can be created to limit products that can be ordered in stores.

7. Returns
Products can be returned by the Item Number, UPC, Customer Number, Description or Scanning the UPC. Product Packages can be created to limit products that can be returned in stores.

8. Inventory
The Inventory module allows reps to collect information about your products in the store. It will also allow you to collect competitors pricing.

9. POP Ordering
The POP Ordering allows reps to quickly order POP products. The rep can also view a picture of the item to be ordered.

10. Surveys
Surveys allow the rep to answer questions about their store visit or displays. Question types that we have available are:
Numeric (including Decimal)
Text
Signature
Picture
Multiple Choice
Multiple Select (can be dropdown)
Single Select
Document or Image
Yes/No
Date
Completion Question
Surveys can be marked as Mandatory.

11. Training
The Training module allows reps to train store employees on new products. The rep can track the training time, display a video and state if the employee completed the training.

12. Reporting Departure
Once you have answered all required surveys and completed your work at the store, it’s time to report your departure. On this screen, you will see the name of the store, date/time of arrival and departure, total time spent at the store, and list of surveys answered.

13. Work History
The History module shows the rep the work they have performed for the past 3 weeks.

14. Rep To Rep Messaging
Rep to rep messaging was designed to allow PocketTRACKER users to send messages to other PocketTRACKER users. Currently it supports attachments of images only. For this feature, your SD card must be in the unit.

15. Synchronizing
It is very important to always keep the latest store list, and latest survey questions on your device. It is also very important to get the information that you have entered back to the main system.
There are several ways to synchronize your unit with the main system; your home computer, a modem card & a phone/fax line, an Ethernet card & a high speed connection, or using your cell phone line.

16. Dashboard

17. Surveys

18. Surveys Answers

19. Survey Wizard

20. Survey Wizard

21. Survey Wizard

22. Survey Wizard

23. Survey Wizard

24. Survey Wizard

25. Survey Abstract Questions

26. Survey Preview

27. Reporting

28. Reporting

29. Reporting