M ERCHANDISING A CTIVITY TRACKER M ERCHANDISING A CTIVITY TRACKER (MAT) - O VERVIEW Merchandising Activity Tracker (MAT) allows Wholesalers, Distributors, and Service Companies to gather and track accurate information in the field, using mobile data collection computers. This data is then uploaded to your network at the end of the day to help generate reports at the office, and streamline day-to-day activities. FEATURES IN THE FIELD MAT Mobile: enables your Sales Representatives, Technicians, and Managers to utilize Windows Mobile handheld devices in the field to complete tasks that have traditionally been paper-based using the following tools: • Account Manager: Field Personnel can view and edit the profiles for each of their accounts. Changes made will be reflected in MAT Manager upon synchronization, thereby eliminating additional data entry. • Message Center: Field Personnel can receive messages and alerts from Management and can send messages to selected individuals. • Scheduler: Field Personnel can schedule their day by assigning accounts to specific times, to include recurring visits. • MAT Activity: Field Personnel can complete activities for their assigned accounts, such as marketing and display surveys. • Order Entry Manager: Enables Field Personnel to conduct inventories and complete orders for individual accounts. Orders can be placed using route cards, by manually entering package codes, or through a quick order entry system. Orders can also be viewed, modified, or deleted prior to synchronization. • Price Survey: Field Personnel can complete price surveys by account for specific brands and packages. • Distribution Survey: Field Personnel can complete distribution surveys by account for specific brands. • Promotion Sheet: Field Personnel can view Sales Promotions by date. • Sign Request: Field Personnel can order signs and enter specific copy for individual retailers. • Calculator: For convenience, Field Personnel can access a calculator from within MAT. • Work Order: Enables Field Personnel to create and submit work orders for individual accounts, to include due date and copy information. • Task Manager: Enables Field Personnel to view and assign tasks to accounts as well as create new tasks. Tasks that have been completed will be reflected in MAT Manager upon synchronization. • POS Manager: Field Personnel can complete POS Deliveries and POS Requests, assign due dates, enter applicable notes, obtain customer authorization, and submit information to Management. www.barcoding.com - 888.860.SCAN - info@barcoding.com M ERCHANDISING A CTIVITY TRACKER MAT Manager is a Microsoft® Windows based application that runs at the office / warehouse allowing Wholesalers, Distributors, and Service Companies to manage their business more effectively and efficiently. This desktop application contains the following features: • Messages and Alerts: Management can create, assign, and send timely information to one or more individuals or teams. • Scheduler: Enables Management to view the schedules of Field Personnel, stay on top of schedule changes as they occur, and monitor individual goals. • Team Manager: Management can assign Field Personnel to Teams, identify Team Leaders, and adjust Team Players as needed. In addition, teams can be renamed or deleted and new teams can be created. • Task Manager: Ability to manage and assign specific tasks to individual contacts, entire teams, or by date range. • Marketing Plan: A calendar tool enables Management to view and manage promotional events. • POS Manager: Management can track and maintain accurate information for POS merchandise. This includes adding, deleting, or updating items, changing the cost of items, and knowing into which accounts POS items have been placed. • Order Entry Edit: Provides Management with the ability to view orders by salesman as well as add, edit, or delete orders, as needed. • Administrator: Enables Management to enter and maintain accurate information for their company, to include contact information for each member of their organization. Also enables Management to assign roles, usernames, and passwords to individuals. • Reports: A report based on the information gathered in the field is generated for each tool found within MAT Mobile. Sync Manager: The Sync Manager allows MAT Manager to perform smart synchronizations with MAT Mobile using Batch, Wi-Fi, or Wireless connection options. Smart synchronization means only changes are synchronized. SQL Server: MAT Manager requires Microsoft® SQL Server. This comprehensive database management solution provides secure and reliable data storage. Mobile Device: MAT Mobile requires a handheld device running Pocket PC 2003 or higher such as ruggedized devices from Intermec. Dell Server: SQL Server requires a Microsoft® Windows Server. We recommend the following: • Windows Server 2003 Operating System • Windows Server 2003 – 5 Client Access License Pack • 3-Year Basic Support Agreement (4 Hr. Onsite, M-F, 8 a.m. – 6 p.m.) Wireless Provider: MAT Mobile (Anywhere Wireless Version) requires a wireless provider (such as Verizon, Cingular, or T-Mobile). www.barcoding.com - 888.860.SCAN - info@barcoding.com