New customers you log a stop for land here on their own. Logging a sample drop, a price talk or a sign-up moves them along.
Open prospects from your Pipeline, biggest first. Tap one to update it.
Cases on hand at DC 1 from the xRMS Inventory Valuation report, refreshed each time a manager runs the Wade’s Sales update. Anything at zero or below shows as Out.
Samples count sample-drop stops and stops with samples left. Quotes count price talks and quotes written. Closed means follow-ups marked completed in the period.
Wade’s Dairy, Inc. · 1316 Barnum Avenue, Bridgeport, CT · (203) 579-9233
Customers and addresses pulled from xRMS 10/1/26 — 0 accounts.
Customer prices not loaded yet. How to update
Inventory not loaded yet.
On your computer, open the eRMS inventory screen (DC 1), set the page size as high as it goes, select the whole list (Ctrl+A), copy (Ctrl+C) and paste it below. Or choose an Excel/CSV inventory report. Each line needs the item number first and Current Quantity last.
Pick your name, then enter your 4-digit PIN.
Wade’s Dairy · Sales
New reps choose their own 4-digit PIN the first time they tap their name. If someone forgets theirs, tap Reset PIN and they pick a new one at their next sign-in. Five wrong tries locks a name for 15 minutes.
Load a spreadsheet of visits that were logged before the app — your Excel visit log, or a CSV exported from anywhere. Every row becomes a stop, filed under the rep named in the row.