Sales & Counter Guide

Plan who you'll reach out to, log how it went, and submit your week — all in a few taps.

1. Signing in

1. Open TrueBearing in your browser (your manager will give you the link).
2. Click Sign in with Microsoft and use your normal APD Microsoft 365 account — the same one you use for Outlook and Teams.
3. You're in. Your session lasts 7 days before you sign in again.

2. Dashboard — your day at a glance

The Dashboard is the first thing you see when you sign in. It shows exactly what needs your attention right now:

• Past due — calls you planned that haven't been logged and whose date has passed
• Due today — today's calls
• Due tomorrow — so you can see what's coming

Work straight from it: check off a call to log it, ✎ edit to reschedule (a past-due call moved to today disappears from Past due), or tap ＋ Add activity to add one — the date defaults to today. When all three lists are empty, you're caught up.

If sales tracking is set up, you'll also see My sales — this month: your gross sales and gross profit with a bar showing progress to your monthly goal, straight from P21.

Right below it, New customer activity — last 2 weeks flags any of your new accounts (first invoice in the last 12 months) that placed an order or a quote this week or last week, with the counts (ord = orders, qte = quotes). Tap one to open its 360° view — a quick read on freshly-won customers who are active. See New Customers below for the full list.

Below that, My sales by month breaks the year out one month at a time — each month's gross sales, gross profit, and % to goal, with a year-to-date total at the bottom. The % to goal is colored green at or over goal, blue when close, and red when behind. Use the ‹ › arrows by the year to look back at previous years.

3. My Week — your call plan

This is your home screen. The title shows the week you're viewing (e.g. Week of Jul 13) with the date range beneath it. The ‹ and › arrows move between weeks — go back to review, or forward to plan ahead. A progress bar shows how many planned calls you've logged (e.g. "7 of 12 logged").

Add a call to your plan

1. Tap ＋ Add activity.
2. Customer / prospect — type a name or customer number; matches come live from P21. Pick one.
3. Contact (optional) — once you pick a customer, its contacts load from P21. Choose a person, or leave it blank.
4. Activity type — Call, Visit, Email, and so on.
5. Planned date — the day you plan to make the call. You can pick any date; if it's in another week, the call is filed there automatically.
6. Objective (optional) — a short note, e.g. "camera line upgrade."
7. Tap Add to plan.

Didn't finish last week? Tap Pull last week's incomplete to carry those calls into this week so nothing slips.

Change a planned call

Need to fix something? Tap the ✎ (edit) button on any call to change the customer, contact, activity type, planned date, or objective. Move it to a different day and it files itself in that week automatically. Your notes and completed status stay put.

4. Logging your calls

1. Made the call? Check the box next to it.
2. Add a quick note on how it went (optional), then tap Mark complete. The call is logged in P21 and shows with a line through it — the P21 task's comments get a date, time, and your name automatically.
3. Made a call you hadn't planned? Tap ＋ Add activity and add it — it shows under Unplanned adds so your effort is counted.

Checked something off by mistake? Uncheck it to reopen. Every call shows its P21 task number, activity type, and date so you can always find it in P21.

5. Submitting your week

Both are recorded in P21. After you submit, the status line shows the date — with an undo link if you submitted by mistake or need to change your week and submit again.

6. Customers — the 360° view

Tap the Customers tab and start typing a customer name or number. Pick one to open its 360° view — everything about that account on one screen, live from P21:

• Sales trend — net merchandise sales by year, with how this year is tracking vs. the same point last year (▲ up or ▼ down).
• Days since last… — days since the account's last order, quote, invoice, and payment, with each date, so you can spot a customer going quiet.
• Accounts receivable — open balance by age; 60+ and 90+ days are flagged in red so you see credit problems before you quote.
• Open orders, contacts, and the account's recent activity — every call and visit logged against it. Use ＋ Add activity at the top of that panel to plan a new one, or click any activity to open it and view or edit its details.

7. New Customers

The New Customers tab lists your accounts whose first invoice landed in the last 12 months — the customers you've recently won. For each you'll see when the account was opened, their first and last invoice dates, how many orders (ord) and quotes (qte) they placed last week and this week (booked orders vs. open quotes), and each account's last task (most recent activity, ✓ if completed) and next task (soonest planned).

• Sort by any column — tap a heading to order by customer ID, name, account opened, first or last invoice, any of the weekly order/quote counts, or the task dates. Tap again to reverse. It opens sorted by orders last week.
• Click the customer's name to open its 360° view.
• Click a last-task or next-task date to open that task and view or edit it.
• When no next task is scheduled, the Next-task column shows ＋ Plan — tap it to add one to your call plan (pre-filled for that customer).

8. Leaders & Bleeders

The Leaders & Bleeders tab ranks your whole book by how this year is tracking against last year — measured over the same window (January 1 through today, versus January 1 through the same date last year), so it lines up with the Sales trend on each customer's 360° view. Leaders are growing, bleeders are slipping.

Each row shows this year's and last year's sales to date, the % change, the account's last order and last quote dates, its last task (the most recent activity that happened, ✓ if completed) and its next task (the soonest planned activity, with +N if more are scheduled) — so you can see at a glance who's moving and whether you've followed up. Click the last-task or next-task date to open that task and view or edit its details.

• Filter by grade — the chips (A–F) show or hide each band. Tick Show only leaders & bleeders to drop the flat accounts and focus on movement. Show new customers is on by default; untick it to drop the brand-new accounts (the A⁺/NEW ones, which have no last-year sales to compare against) and see only true year-over-year movers.
• Sort by any column — tap a heading (change, sales, last order, open tasks…). Tap again to reverse. It opens sorted by biggest gainers first; flip it to bring your bleeders to the top.
• ＋ Plan adds that customer to your call plan (pre-filled), and Open jumps to its 360° view.

9. Price Pages

Build a customer a branded price page — the margins you want to run by supplier, backed by peer benchmarks. Open a customer's 360° view (section 6), find the Price Pages panel, and tap ＋ New price page. The customer, your name, and today's date fill in automatically.

1. Quick Load Level — set the ceiling margin the customer sees. No supplier's margin can go above it; if you need a supplier higher, raise the Quick Load.
2. Search a supplier and add it (the newest sits at the top), then enter the margin % you want to run.
3. If the supplier has a level program (e.g. Gold, Platinum), pick the level. Levels need manufacturer verification — only verified ones get entered in P21.
4. Under each supplier is a margin comparison: what peers at different 12-month volume bands run on that supplier, and where this customer sits — so your number is grounded in real data.
5. Tap Submit & email. TrueBearing saves the page, builds a branded PDF, and emails it to the vendor-programs team and your manager. It stays on the customer's Price Pages panel for reference.

10. Quick fixes