Tip #1409 – Using Customer Locations in dynaMACS

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Some agencies have the need to separate sales numbers within a customer for reasons such as:

  • Multiple buyers that are responsible for making buying decisions for different manufacturers
  • Giving credit to different reps for something shipping to a different location
  • For these purposes, dynaMACS gives you the ability to add multiple locations to a customer.  If locations are used, you can use the Filters feature to display these numbers in Sales IQ summarized, displaying them as combined under one customer, or you can display the sales numbers for the individual locations.

Filtering on Locations in Sales IQ

When displaying sales activity for a customer in Sales IQ you can view all sales activity by customer location (default) or you can summarize sales by using the Filter button.

In the following example we will look at the customer Adel’s Dist which has three locations.

  1. From the Sales IQ Home screen the Customer tab has been selected showing all customers and the sort is on the Customer column.
  2. You can see that there are three Adel’s customers displayed by individual locations.
  3. Select the Filter button.Sales IQ Home Screen 1
  4. Check the Summarize box to the right of the Customer field.
  5. Select the Apply button.Filters Screen 1
  6. The Sales IQ screen now displays all Adel’s locations summarized and totaled.Sales IQ Home Screen 2

To Create a Customer Location

The following example explains how to add a location to an existing customer.

  1. Select the Viewer icon.
  2. Select the Customer icon.dynaMACS Home Screen
  3. Highlight the Customer that you will be adding a location to.
  4. Select the Add Location button.Customer Viewer Screen 1
  5. In the Customer Maintenance screen you will notice that the customer information from the selected customer will be defaulted i.e. the address, phone #’s, etc.  Make any changes required for your new location and select the Save/Exit button.NoteCustomer Maintenance Screen
  6. The newly added location is displayed in the Customer Viewer list.
    Customer Viewer Screen 2

Case Study: Garnett Component Sales

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 “Working with dynaMACS, we are all on the same team. They truly want their software to help my business be more successful. And it does.”

Tommy Garnett, Owner
Garnett Component Sales

Client Challenge

Since founding Garnett Component Sales, Tommy Garnett committed to always strive for excellence in customer service, quality and integrity. He expects the same from his providers and vendors. When he investigated sales agency software, he had a list of requirements. In fact, he used three different software programs before finding one that met his standards.




Garnett_Component_StatisticsdynaMACS Solution

Garnett says dynaMACS is the top performer at providing critical information on sales and commissions. Garnett uses features that weren’t even available on either of the other two software programs.

But the most important component that dynaMACS brings to the table, Garnett says, is that, “dynaMACS didn’t just bring me on as a revenue source. Working with dynaMACS, we are on the same team. They truly want to help my business succeed. And it does.”

As part of that partnership, dynaMACS is there when Garnett has questions, and needs answers now. “There’s no filling out a help ticket, or waiting two days for someone to call back. dynaMACS calls within 15 minutes and helps me until my problem is solved.”

Some dynaMACS features that help Garnett stay on top of sales and commission information:

  • Reconciling commission checks with commission reports
  • Easily tracking sales history with one click of a button
  • Using graphs and charts – much more effective than spreadsheets – to visually show trends to factories
  • Tracking goals for next year based on prior-year sales data by each rep

As for usability, Garnett finds dynaMACS easy to use, straightforward and intuitive. “It’s easy to get information in a few clicks and the reporting is by far, the best.”