BrokerForce® FAQs

This forum is designed to supplement the BrokerForce® context sensitive help.  If you are unable to find an answer to your question using the help files or these FAQs, press <Ctrl-F> on your keyboard to bring up your brwoswer's seeach tool. Still can't find the answer... send us an email.

Setup     Daily Tasks     Reports     Working w/ Other Programs     Manufacturers     Troubleshooting     Synchronizing     PocketRep


What are the system requirements for running BrokerForce®?

What equipment should I use on the road and for my showroom?

Where Can I Find Printed Documentation or Other Help With Using BrokerForce®?

How do I add to my address book so I receive answers to my questions?

How can I make BrokerForce® run faster?

How do I track orders and invoices without order details?

Why are there two copies of the data?

What can I do if dates run together on forms and reports?

How can I use my data on my laptop and desktop?

How do I Restore my BrokerForce® Data?

How do I Fix Application Setup Errors?

What is the agency password for?

What are my choices for synchronizing data?

How do I create a BrokerForce® shortcut?

How do I Fix Required Registry Information if Missing?

Working With My Documents

Symbol LS 2208 Setup

Font Installation FAQ


Daily Tasks


 How to enter an order

Fax or E-Mail BrokerForce® Orders   How to configure MS Outlook to use AOL

Can I see my original order and how much is shipped?

Who bought at my last show or during a date range?

How do I manage a two-for-one promotion?

How can I get orders from my customers without having to re-enter them?

Paste line items from an Excel worksheet into a BrokerForce® order

How can I keep a lot of customer notes?

Print orders by option with different size scales in a matrix

Setup One Bill To Address with Multiple Ship To Locations

The Right Click!

Back Office

How to add a new Vendor

Vendor is missing from the <Vendor> drop lists in BrokerForce®

How to add a new Rep

To import a Price List or Catalog

How do I enter credits?

How to import Price List Promotions into BrokerForce®

Can I sub-rep for another agency? (Line sharing)

Do's and Don'ts of Synchronization

How can I print and scan bar codes?

How do I add a rep?

How do I insert logos in BrokerForce® ?

How do I do a screen shot?

How can I mail merge multiple customer names using BrokerForce®?

Can I do one order for multiple vendors (scan across lines)?

What do I need to do to chat live with the BrokerForce® Support Team?

What do I need to do to set up the BrokerForce® Live Help Desk?

Why can't I copy and paste an e-mail address from BrokerForce®?

Can I E-mail merge?

How can I use customer credit references with BrokerForce®?

How do I compare a vendor's customer list to my list of customers

How Do I re-run a rep's commission statement in BrokerForce®?

Apply a rep payment to a previous commission period

How to add product options to BrokerForce®

How Do I change a Rep Territory Assignment in BrokerForce®?

How to Retrieve a Map from BrokerForce®

Contract pricing



A Value Added Road Trip

What Reports are available in BrokerForce®?

View the Original Order and its completion in BrokerForce®

Who bought at my last show or during a date range?

Map multiple addresses from a customer list in BrokerForce®

Why are some customers missing from my customer labels?

How can I view  "open" unpaid orders?

How can I see order totals written for the day, week, month, or year?

How can I make a rep payment adjustment?

How Do I Report Commission Paid by State?

How Do I re-run a rep's commission statement in BrokerForce®?

Fax or E-Mail BrokerForce® Orders

Can I print reports to PDF files?

How can I print and scan bar codes?


Working with other programs

Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 File Formats

Scanning for Internet-enabled programs in Norton Internet Security or Norton Personal Firewall

How can I use BrokerForce® contacts with Microsoft Outlook?

How to copy and paste order items from a worksheet into a BrokerForce® order

How to synchronize Outlook with a Palm Pilot

How can I use BrokerForce® with WinFax Pro?

Can I use my ACT! contacts with BrokerForce®?

How can I export and use my BrokerForce® data with Microsoft Excel?

Can I get a catalog from another user of BrokerForce®?

Can I use Microsoft Works Files?

How can my customers enter orders with Excel?

Price List Tips and Tricks for Importing into BrokerForce®

How to install BrokerForce® with another version of Access on the same computer

How to configure MS Outlook to use AOL

Export a Price List from QuickBooks for use with BrokerForce


Manufacturers Data Exchanges

How to supply prices lists for your reps

How to supply thumbnail images for your reps

How to supply inventory data electronically

Our Price List Policy

How to import orders from BrokerForce® reps

How to return Invoices to BrokerForce® Users

How do I compare a vendor's customer list to my list of customers


Manufacturer Preferences

How to setup product options with or without price influences

Set a Vendor's commission preference by fixed amount cents per pound etc.



Fix Synchronization Errors

How do I add to my address book so I receive answers to my questions?

Can I use BrokerForce® with other Microsoft Access Databases?

I'm having trouble viewing BrokerForce®

How to select a compatible printer driver for your printer



When I Internet Synchronize I receive the error: Microsoft Access has encountered a problem and needs to close.

What are my choices for synchronizing data?

Synchronizing primer

How to Synchronize a BrokerForce® replica

Why does my replicated database use really long numbers for auto-number fields and PO numbers?

How Do I Resolve Synchronization Conflicts In BrokerForce® ?

Customer Drift: Why does a customer show in my replica when I am not their rep?

What is error 3042/3052, File Sharing Lock...and how do I fix it?

How to Merge customers in replicated data

How fast is my connection?

Pay a rep commission without the customer's information going into that rep's data

How to use the BrokerForce® Utility to remove conflicts

Windows Vista Service Pack 1 Corrects erroneous Assertion Error



Hardware recommendations

Install or Update PocketRep


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BrokerForce®, PocketRep®, ScandOut® are registered trademarks of DataForce, Inc. - WinFax Pro and ACT are trademarks of Symantec Corporation - Excel, Access, and Works are trademarks of Microsoft Corporation