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Tech. Mate International’s Pocket Sales. Mate Tech. Mate International’s Pocket Sales. Mate

Pocket Sales. Mate I. Table of Contents- Setup: 1. 0 Installing Microsoft Active. Sync Pocket Sales. Mate I. Table of Contents- Setup: 1. 0 Installing Microsoft Active. Sync 5 2. 0 Installing Pocket Sales. Mate 2. 1 Installing Pocket Sales. Mate Updates 3. 0 Pocket Sales. Mate Setup 3. 1 Setting Defaults 3. 2 Registering Pocket Sales. Mate 3. 2 Managing Carrier Lists 3. 4 Managing Agents List 3. 5 Making Changes to Master Inventory 4. 0 Setting Up Rating Files 4. 1 Managing Tariff Files 4. 1. 2 Initializing Tariffs 4. 2 Managing Container File List 4. 2. 1 Setting up Container Files 4. 3 Managing Valuation File List 4. 3. 1 Setting up Valuation Files 5. 0 Downloading Rating files from First. Mate 5. 1 Establishing a connection with First. Mate 5. 1. 2 Downloading Rating Files 6 -9 10 -12 13 14 15 16 -17 18 19 -20 21 22 23 -25 26 27 28 29 -32 33 34 -36 37 -40 2

Pocket Sales. Mate II. Table of Contents: Survey 6. 0 Entering Customer Information 6. Pocket Sales. Mate II. Table of Contents: Survey 6. 0 Entering Customer Information 6. 1 Creating a Customer 6. 2 Creating a Survey 6. 2. 2 Setting the Mode of Transportation 6. 2. 3 Adding Articles to the Survey 6. 2. 4 Changing the size of an Article 6. 2. 5 Adding Comments to Articles 6. 2. 6 Creating Miscellaneous Rooms & Articles 6. 2. 7 Entering Crates 6. 2. 8 Moving Articles during the Survey Process 6. 2. 9 Displaying Totals of Surveyed Articles 6. 2. 10 Adding Notes/Remarks 6. 2. 11 Obtaining Customer and Agent Signatures 6. 3 Printing Shipper Inventory Reports 41 42 -45 46 -48 49 50 -52 53 54 -55 56 -57 58 59 -61 62 63 64 65 -66 3

Pocket Sales. Mate III. Table of Contents- Rating: 7. 0 Rating 7. 1 Tariff Pocket Sales. Mate III. Table of Contents- Rating: 7. 0 Rating 7. 1 Tariff Selection 7. 1. 1 Rating- Bind Date 7. 1. 2 Rating- Use of Modes 7. 1. 3 Rating- Continue or Exit 7. 2 Rating- Adjustments (e. g Weight) 7. 3 Main Rating Screen 7. 4 Transportation Charges 7. 4. 1 Local Transportation & Labor Charges 7. 4. 2 Valuation Charges 7. 4. 3 Packing Charges 7. 4. 4 Extra Stops/Mini Storage Charges 7. 4. 5 Storage Charges 7. 4. 6 Other Storage Charges 7. 4. 7 Miscellaneous Service Charges 7. 4. 8 Extra Labor/Shuttle 7. 4. 9 Bulky Article Charges 7. 4. 10 Appliance Servicing Charges 7. 4. 11 Elevator, Stairs, and Long Carries Charges 7. 5 Discounting 7. 6 Contract Type 7. 7 Total Charges 7. 8 Printing Estimate Order for Service 8. 0 Interfaces with First. Mate 8. 1 Sending a Customer to First. Mate 8. 2 Sending a Customer to Pocket Sales. Mate 67 68 69 70 -72 73 74 -75 76 -79 80 81 82 83 -84 85 86 87 88 89 -90 91 92 -93 94 95 96 97 98 -100 101 102 -103 104 -105 4

Pocket Sales. Mate 1. 0 Microsoft Active. Sync Setup • Installing Microsoft Active. Sync: Pocket Sales. Mate 1. 0 Microsoft Active. Sync Setup • Installing Microsoft Active. Sync: -Active. Sync 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 5

Pocket Sales. Mate 2. 0 Installing Pocket Sales. Mate 1 - PDA must be Pocket Sales. Mate 2. 0 Installing Pocket Sales. Mate 1 - PDA must be both Connected and Synchronized with Desktop 2 - On Desktop computer- go onto the www. Tech. Mate. Intl. com website 3 - Under Updates- click on Pocket PC - “Survey Only” Versions of software found on this page - To Install Rating Versions of Software- Scroll to the bottom of the web page and click on where it reads “Pocket Sales. Mate with Rating Versions” 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 Sales. Mate 03 full install 6 - Select the option to either “Open” or “Run” file 6

Pocket Sales. Mate 7. Once the file has been run- follow the following steps Pocket Sales. Mate 7. 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 Sales. Mate PSM”- answer Yes 2 - Would you like to “Setup in the following destination folder”- click OK 3 - Install Pocket Sales. Mate 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 7

Pocket Sales. Mate • Please Note: if you are installing Pocket Sales. Mate on Pocket Sales. Mate • Please Note: if you are installing Pocket Sales. Mate on a 2003 or later model PDA you must also download the “Runtime” file - this file can be found on the www. Tech. Mate. Intl. com website, directly under the Pocket Sales. Mate 03 new user install 8

Pocket Sales. Mate • Once the PDA has completed copying files, you can now Pocket Sales. Mate • Once the PDA has completed copying files, you can now open Pocket Sales. Mate: 1 -Tap on Start 2 -Then on Programs 3 -Tap on the Pocket Sales. Mate icon • New user installs download in the form of a 7 day trial -When you get to this point, contact Tech. Mate to receive a key for an extended license 9

Pocket Sales. Mate 2. 1 Installing Pocket Sales. Mate Updates • • • Pocket Pocket Sales. Mate 2. 1 Installing Pocket Sales. Mate Updates • • • Pocket Sales. Mate updates can be downloaded from the www. Tech. Mate. Intl. com website PDA must be both connected and synchronized with desktop computer Exit out of Pocket Sales. Mate program on PDA 10

Pocket Sales. Mate • • • On web page, under Updates click on Pocket Pocket Sales. Mate • • • On web page, under Updates click on Pocket Sales. Mate -To update rating versions: Scroll to the bottom of the web page and click where is reads “Pocket Sales. Mate with rating versions” Most recent update will be displayed near the top 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 11

Pocket Sales. Mate E-Mail Notifications for Updates: On the www. Tech. Mate. Intl. com Pocket Sales. Mate E-Mail Notifications for Updates: On the www. Tech. Mate. Intl. com website you can register to receive e-mail notifications regarding Pocket Sales. Mate. 12

Pocket Sales. Mate 3. 0 Pocket Sales. Mate Setup • Opening Pocket Sales. Mate: Pocket Sales. Mate 3. 0 Pocket Sales. Mate Setup • Opening Pocket Sales. Mate: -Tap on Start -Tap on Settings -Tap on Pocket Sales. Mate icon • Pocket Sales. Mate Setup Screen: -Defaults -Register -Carrier -Agent -Inventory -Tariffs -Containers -Valuation -rating versions only These options appear in Rating Versions only 13

Pocket Sales. Mate 3. 1 Setting Defaults • Select Default Language - English, French, Pocket Sales. Mate 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 it’s own Weight Factor - Please Note: If you are sending Survey information to First. Mate, Set all Weight Factors the same • • Select Unit of Measure Printer Setup- Canon BJC 50 & 85 printers- Canon BJ 360 DPI driver - HP 450 CBI Printer- HP PCL driver - Pentax Pocket Jet- HP PCL driver Tap here to assign a Default Printer 14

Pocket Sales. Mate 3. 2 Registering Pocket Sales. Mate • • Tap on Setup/Register Pocket Sales. Mate 3. 2 Registering Pocket Sales. Mate • • Tap on Setup/Register Contact Tech. Mate with the Pocket Sales. Mate 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 15

Pocket Sales. Mate 3. 3 Managing Carrier List • • • Carrier Lists can Pocket Sales. Mate 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 Sales. Mate will be displayed Agents not under their own authority can download carrier information from the www. Tech. Mate. Intl. com website, under the Updates/Pocket PC section -This will include the Carrier and Valuation file for the US 400 N tariff 16

Pocket Sales. Mate • • • A new Carrier can be added by tapping Pocket Sales. Mate • • • 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 17

Pocket Sales. Mate 3. 4 Managing the Agents List • • • Agent lists Pocket Sales. Mate 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 Sales. Mate 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 First. Mate can be downloaded into Pocket Sales. Mate to avoid repetitive data entry - See section 5. 0 Downloading Rating Files from First. Mate 18

Pocket Sales. Mate 3. 5 Making Changes to Master Inventory • • Tap on Pocket Sales. Mate 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 O&I) Enter Article Description and adjust size Tap to Create a New Article 19

Pocket Sales. Mate • Articles already appearing in the Master Inventory can be edited Pocket Sales. Mate • 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 20

Pocket Sales. Mate 4. 0 Setting up Rating Files • • • Pocket Sales. Pocket Sales. Mate 4. 0 Setting up Rating Files • • • Pocket Sales. Mate is a fully functional rating tool Create and Manage Valuation, Container, Tariff, and defaults Files can either be downloaded from www. Tech. Mate. Intl. com website or from First. Mate - Eliminates repetitive data entry 21

Pocket Sales. Mate 4. 1 Managing Tariff Files • • • Tariff screen found Pocket Sales. Mate 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 Sales. Mate Tap on Tariff Current status of Tariff displayed - Not Initialized - Initialized (blank entry in the Tariff screen) • name to Initialize Tariffs must be initialized prior to using them in Pocket Sales. Mate - If Tariffs are downloaded from First. Mate, they will already be initialized 22

Pocket Sales. Mate 4. 1. 2 Initializing a Tariff • • To initialize or Pocket Sales. Mate 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” 23

Pocket Sales. Mate • • If you want to use a Single Pack Rate Pocket Sales. Mate • • 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 24

Pocket Sales. Mate • The discount column indicates what group the item is discounted Pocket Sales. Mate • 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 25

Pocket Sales. Mate 4. 2 Managing Container File List • A list of Container Pocket Sales. Mate 4. 2 Managing Container File List • A list of Container files can be created and maintained in Pocket Sales. Mate -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 First. Mate and downloaded into Pocket Sales. Mate 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 appear Tap on “New” to build a Container File then will 26

Pocket Sales. Mate 4. 2. 1 Setting up a Container File • • • Pocket Sales. Mate 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. ) 27

Pocket Sales. Mate 4. 3 Managing the Valuation File Lists • • • A Pocket Sales. Mate 4. 3 Managing the Valuation File Lists • • • A List of Valuation Files can be created/maintained in Pocket Sales. Mate Valuation Screen will display a complete list of all Valuation Files that have been downloaded into Pocket Sales. Mate 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 First. Mate and then downloaded into Pocket Sales. Mate Tap on “New” to build a Valuation File 28

Pocket Sales. Mate 4. 3. 1 Setting up a Valuation File is divided into Pocket Sales. Mate 4. 3. 1 Setting up a Valuation File is divided into 4 sections: • The first section is the Description and File Name Valuation Description -Enter any description that best describes what Valuation File Name 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. Tech. Mate. Intl. com website -The most current Valuation Rates will be included when downloading the Carrier from the website 29

Pocket Sales. Mate • Agents operating under their own authority MUST use the Carrier Pocket Sales. Mate • 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 30

Pocket Sales. Mate • • The final section of the Valuation screen pertains to Pocket Sales. Mate • • 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 31

Pocket Sales. Mate • For Fixed rates, on the new line, enter the Valuation Pocket Sales. Mate • 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 Enter the decimal or cents Maximum -If the decimal is left off, Pocket Sales. Mate will Valuation you will automatically add it in sell -If you enter 10, Pocket Sales. Mate will display it as 10. 00 • Any Valuation files that have been previously created in First. Mate can be downloaded into Pocket Sales. Mate to avoid repetitive data entry 32

Pocket Sales. Mate 5. 0 Downloading Rating Files from First. Mate into Pocket Sales. Pocket Sales. Mate 5. 0 Downloading Rating Files from First. Mate into Pocket Sales. Mate • • Rating files as well as any Agency information that has been previously created in First. Mate can be downloaded into Pocket Sales. Mate to avoid repetitive data entry To do this, you must first set up a connection between First. Mate and Pocket Sales. Mate 33

Pocket Sales. Mate 5. 1 Establishing a Connection to First. Mate • • Start Pocket Sales. Mate 5. 1 Establishing a Connection to First. Mate • • Start Pocket Sales. Mate 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 34

Pocket Sales. Mate • • • Serial In Pocket Sales. Mate go into the Pocket Sales. Mate • • • Serial In Pocket Sales. Mate go into the Setup/Register screen The PDA’s # will be displayed at the top of the screen On your Desktop computer go into the First. Mate 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 35

Pocket Sales. Mate • • • On the First. Mate “Users” screen make sure Pocket Sales. Mate • • • On the First. Mate “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 First. Mate 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 36

Pocket Sales. Mate 5. 1. 2 Downloading Rating Files to Pocket Sales. Mate • Pocket Sales. Mate 5. 1. 2 Downloading Rating Files to Pocket Sales. Mate • • • Once a connection between First. Mate and Pocket Sales. Mate 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 Sales. Mate on your PDA 37

Pocket Sales. Mate • Open up First. Mate on your desktop computer -Click on Pocket Sales. Mate • Open up First. Mate 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 salesperson’s name is highlighted Click to Highlight Salesperson’s name 38

Pocket Sales. Mate • • There are 6 tabs to the right that display Pocket Sales. Mate • • 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” 39

Pocket Sales. Mate • The next time that Pocket Sales. Mate is opened, the Pocket Sales. Mate • The next time that Pocket Sales. Mate 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 40

Pocket Sales. Mate 6. 0 Entering Customer Information Now that Pocket Sales. Mate is Pocket Sales. Mate 6. 0 Entering Customer Information Now that Pocket Sales. Mate is setup, it’s time to put it to use 41

Pocket Sales. Mate 6. 1 Creating a Customer in Pocket Sales. Mate • • Pocket Sales. Mate 6. 1 Creating a Customer in Pocket Sales. Mate • • To create a new shipper, tap on “New” All Shipper and Consignee information is entered on this screen Tap “New” to create a shipper 42

Pocket Sales. Mate • Under the Locations fields, tap on “New” to enter the Pocket Sales. Mate • 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 43

Pocket Sales. Mate • • The section below the Location field pertains to the Pocket Sales. Mate • • 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 44

Pocket Sales. Mate • • Dates that apply to the move can also be Pocket Sales. Mate • • 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 45

Pocket Sales. Mate 6. 2 Creating a Survey in Pocket Sales. Mate • • Pocket Sales. Mate 6. 2 Creating a Survey in Pocket Sales. Mate • • 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 46

Pocket Sales. Mate • Displayed near the upper right corner are the four “sort Pocket Sales. Mate • 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 Inventory List Selecting the “Rm” option will display the group list that is associated “sort by” with the current room being surveyed Options 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 47

Pocket Sales. Mate • In addition to these four options, there is a list Pocket Sales. Mate • 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 48

Pocket Sales. Mate 6. 2. 2 Setting the Mode of Transportation • • Pocket Pocket Sales. Mate 6. 2. 2 Setting the Mode of Transportation • • Pocket Sales. Mate is a multi-modal surveying tool Displayed to the right of the room list is a drop down list of Modes -Pocket Sales. Mate 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 49

Pocket Sales. Mate 6. 2. 3 Adding Articles to the Survey • • To Pocket Sales. Mate 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 50

Pocket Sales. Mate • Increasing the quantity of the articles in the survey can Pocket Sales. Mate • Increasing the quantity of the articles in the survey can be down 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 51

Pocket Sales. Mate 3 - Select the article that you would like to add Pocket Sales. Mate 3 - Select the article that you would like to add to the survey. Make sure that the article name is highlight on the left side of the survey screen article -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 -Tap on “set” to apply the quantity 1 - Highlight article then tap on “=“ 2 - Adjust quantity then tap “Set” 52

Pocket Sales. Mate 6. 2. 4 Changing the Size of an Article • • Pocket Sales. Mate 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 53

Pocket Sales. Mate 6. 2. 5 Adding Comments to Articles • • • Comments Pocket Sales. Mate 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 Tap in empty automatically change to the comment list box to add a comment to – You can select a comment from this list, or article an also type a comment up to 16 characters in length 54

Pocket Sales. Mate • • • The quantity number to the left of the Pocket Sales. Mate • • • 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 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 55

Pocket Sales. Mate 6. 2. 6 Creating Miscellaneous Rooms or Articles • To create Pocket Sales. Mate 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 56

Pocket Sales. Mate • To add a miscellaneous article, tap on the “Article” tab Pocket Sales. Mate • 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 57

Pocket Sales. Mate 6. 2. 7 Entering Crates • • • Crates can be Pocket Sales. Mate 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 58

Pocket Sales. Mate 6. 2. 8 Moving an Article(s) during Survey Process • • Pocket Sales. Mate 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” 59

Pocket Sales. Mate • A Move Article screen will appear in which you can Pocket Sales. Mate • 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 60

Pocket Sales. Mate To move an article(s) to a different room: • • • Pocket Sales. Mate 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 61

Pocket Sales. Mate 6. 2. 9 Displaying Totals of Surveyed Articles • • After Pocket Sales. Mate 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 62

Pocket Sales. Mate 6. 2. 10 Adding Notes/Remarks • • Notes can be added Pocket Sales. Mate 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 63

Pocket Sales. Mate 6. 2. 11 Obtaining Customer/Agent Signatures • • • While in Pocket Sales. Mate 6. 2. 11 Obtaining Customer/Agent Signatures • • • While in the Inventory Screen, tapping on the “Hand 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 paper” icon to display signature window 64

Pocket Sales. Mate 6. 3 Printing Shipper Inventory Reports • • • Once the Pocket Sales. Mate 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 65

Pocket Sales. Mate • • • Both the PDA and the printer are infrared, Pocket Sales. Mate • • • 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 Sales. Mate 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 66

Pocket Sales. Mate 7. 0 Rating • • You can begin the rating process Pocket Sales. Mate 7. 0 Rating • • You can begin the rating process in Pocket Sales. Mate 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 67

Pocket Sales. Mate 7. 1 Tariff Selection • Prior to rating the move, Pocket Pocket Sales. Mate 7. 1 Tariff Selection • Prior to rating the move, Pocket Sales. Mate will display a Rating Selections screen Tap on Arrow to select a Tariff -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 68

Pocket Sales. Mate 7. 1. 1 Rating- Bind Date • • In Pocket Sales. Pocket Sales. Mate 7. 1. 1 Rating- Bind Date • • In Pocket Sales. Mate, when you pick a Tariff (e. g 400 N) the Bind Date is used to determine the rates effective on that date during rating The Bind Date will default to today’s date, but can be changed at Set the Bind Date the Rating Selections screen -Note: This is a change from the way the Sales. Mate Telxon worked 69

Pocket Sales. Mate 7. 1. 2 Rating- use of Modes • • Pocket Sales. Pocket Sales. Mate 7. 1. 2 Rating- use of Modes • • Pocket Sales. Mate 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 Select all -Then select only the “Road” mode articles to be during rating with the interstate tariff Modes used that you wish to include in Rating 70

Pocket Sales. Mate • • Again, you need to select the modes that you Pocket Sales. Mate • • Again, you need to select the modes that you wish to include in the rating – Simply tap on the box next to the group’s 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 71

Pocket Sales. Mate • • • After the initial rating, “Use Survey” will not Pocket Sales. Mate • • • 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 72

Pocket Sales. Mate 7. 1. 3 Rating- Continue or Exit • • After you Pocket Sales. Mate 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 73

Pocket Sales. Mate 7. 2 Rating- Adjustments (e. g Weight) • • • Once Pocket Sales. Mate 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 74

Pocket Sales. Mate • If an interstate tariff is being used that does not Pocket Sales. Mate • 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 75

Pocket Sales. Mate 7. 3 Main Rating Screen • • All Tariffs in Pocket Pocket Sales. Mate 7. 3 Main Rating Screen • • All Tariffs in Pocket Sales. Mate 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 76

Pocket Sales. Mate • If the Tariff you are using gets miles from the Pocket Sales. Mate • If the Tariff you are using gets miles from the Rand Mc. Nally Mileage guide, the Miles field will be displayed as “xxxx” – Rand Mc. Nally 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 Mc. Nally Mileage guide- If Miles are displayed as “ 0” you must enter them in 77

Pocket Sales. Mate • • • Bill items for the Tariffs are shown in Pocket Sales. Mate • • • 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 78

Pocket Sales. Mate • When a group is expanded to show all items, you Pocket Sales. Mate • 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 79

Pocket Sales. Mate 7. 4 Transportation Charges • All Inter State Tariffs have Rates Pocket Sales. Mate 7. 4 Transportation Charges • All Inter State Tariffs have Rates that are based on the Miles and Weight of the shipment – – • Miles & Weight are If you are using a Tariff that uses Rand Mc. Nally miles, the displayed here- they can miles will be determined from Zip codes be adjusted at any time If the miles is not displayed as “xxx, ” you will need to enter or adjust miles The weight will initially be determined the survey, however can be adjusted time (of course, subject minimums) – from at any to Tariff To adjust the weight, tap on the weight field at the top right corner and make the desired changes 80

Pocket Sales. Mate 7. 4. 1 Local Transportation & Labor Charges • The Local, Pocket Sales. Mate 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 81

Pocket Sales. Mate 7. 4. 2 Valuation Charges • • • Valuation choices are Pocket Sales. Mate 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 82

Pocket Sales. Mate 7. 4. 3 Packing Charges • • • Container choices are Pocket Sales. Mate 7. 4. 3 Packing Charges • • • Container choices are made by tapping on the Container’s 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 400 N 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 separates for Containers Packing, there will be a third combo box Carton charges “Carton” box will only for and appear if you are using separates for Containers and Packing 83

Pocket Sales. Mate • After rating the survey, the column on the left will Pocket Sales. Mate • 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 84

Pocket Sales. Mate 7. 4. 4 Extra Stops/Mini Storage Charges • • • Extra Pocket Sales. Mate 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) 85

Pocket Sales. Mate 7. 4. 5 Storage Charges • In order to make choices Pocket Sales. Mate 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 – • 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 – • Tap on the Storage Charges line item (not the “+”) You can also make adjustments to the weight Place a check in the Cartage Box new the left corner and tap “OK” to apply charges Tap in Cartage box to apply Storage charges upper storage Enter Days, Miles and Location of Storage 86

Pocket Sales. Mate 7. 4. 6 Other Storage Charges • Additional Storage Charges within Pocket Sales. Mate 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 87

Pocket Sales. Mate 7. 4. 7 Miscellaneous Services • • • Charges for Miscellaneous Pocket Sales. Mate 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 88

Pocket Sales. Mate 7. 4. 8 Extra Labor/Shuttle • • Charges for Extra Labor Pocket Sales. Mate 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 Tap on Shuttle To apply the charges, place a check box to Shuttle apply in the Shuttle box near the upper Weight can Shuttle be adjusted left corner charges here 89

Pocket Sales. Mate • The Extra Labor section is divided into 4 line items Pocket Sales. Mate • 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 90

Pocket Sales. Mate 7. 4. 9 Bulky Article Charges • • In most tariffs Pocket Sales. Mate 7. 4. 9 Bulky Article Charges • • In most tariffs (400 N 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 91

Pocket Sales. Mate 7. 4. 10 Appliance Servicing Charges • • • Some Tariffs Pocket Sales. Mate 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 92

Pocket Sales. Mate • • • To apply servicing charges, tap on the line Pocket Sales. Mate • • • 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 93

Pocket Sales. Mate 7. 4. 11 Elevator, Stairs & Long Carries Charges • • Pocket Sales. Mate 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 94

Pocket Sales. Mate 7. 5 Discounting • • Discount choices can be found and Pocket Sales. Mate 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 95

Pocket Sales. Mate 7. 6 Contract Type • Contract Type options are shown at Pocket Sales. Mate 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 96

Pocket Sales. Mate 7. 7 Total Charges • The Total Charge, after all Rating Pocket Sales. Mate 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 97

Pocket Sales. Mate 7. 8 Printing Estimate Order for Service • • • When Pocket Sales. Mate 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 98

Pocket Sales. Mate • • Once you have made a selection, line up the Pocket Sales. Mate • • 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 PDA The PDA will begin establishing a connection with the printer, and the printing process will begin 99

Pocket Sales. Mate • When you have completed Rating and Printing the Estimate, you Pocket Sales. Mate • 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 100

Pocket Sales. Mate 8. 0 Interfaces with First. Mate • • One of Pocket Pocket Sales. Mate 8. 0 Interfaces with First. Mate • • One of Pocket Sales. Mate’s primary features is that it allows you to create and send customer information between Pocket Sales. Mate and First. Mate, and back again A connection must be set up in First. Mate in order to upload or download a customer between First. Mate and Pocket Sales. Mate – See 5. 1 Setting Up a Connection with First. Mate, section of presentation 101

Pocket Sales. Mate 8. 1 Sending Customers to First. Mate • To upload a Pocket Sales. Mate 8. 1 Sending Customers to First. Mate • To upload a customer from Pocket Sales. Mate into First. Mate, tap on the sync column in the customer display list on the main Customer Screen in Pocket Sales. Mate – 2 nd column from the right, left of the “X” • • Tap here to build Tap Yes on the prompt to “Build customer file for File for Export? ” export The Sync status column in the customer display will turn yellow to show the customer file pending 102

Pocket Sales. Mate • • • Sync the PDA and start First. Mate It Pocket Sales. Mate • • • Sync the PDA and start First. Mate It could take up to a minute for First. Mate to retrieve and process the file Once First. Mate has processed the customer file, a confirmation will be sent back to Pocket Sales. Mate and the sync status column in the customer display will turn green 103

Pocket Sales. Mate 8. 2 Sending Customers to Pocket Sales. Mate • • Primary Pocket Sales. Mate 8. 2 Sending Customers to Pocket Sales. Mate • • Primary Customer information can be created in First. Mate and downloaded to Pocket Sales. Mate To do this, open First. Mate on your desktop computer Click on the Yellow folder icon to create a new customer At is screen, you can enter the Customer’s Primary information, as well as assign a Carrier and Agent 104

Pocket Sales. Mate • • • You will also want to assign the order Pocket Sales. Mate • • • You will also want to assign the order to the Salesperson who’s 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 First. Mate Customer list, and click on the “Pocket PC” button The customer file will now be built and ready to export into Pocket Sales. Mate Once Pocket Sales. Mate 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 Sales. Mate customer list 105