Tip #1505 – Using dynaMACS Manufacturer X-Reference File Type Code

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The following tip explains how to categorize certain manufacturer’s customers so that you can include them or exclude them from the Sales IQ screen by using the Filter option.

Adding a Type Code and Updating the Manufacturer/Customer Cross-Reference Maintenance

  1. From the Manufacturer Viewer screen, highlight the manufacturer.  In this example we have selected the manufacturer Lee Jacob Mfg.
  2. Select the X-Reference tab.
  3. Highlight the Customer.  In this case the customer is Adel’s Dist/Cinci.
  4. Select the Edit button.Mfg Viewer
  5. From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Type field.
  6. From the Query X-Ref Type box select the Folders button.
  7. From the X-Reference Type box enter the code you wish to use for this type code and <Tab>. In the following example we used “K” for “Key Account”.
  8. Enter the Description for the X-Ref Type.
  9. Select the Save button to add the new X-Ref Type and then the Exit button.    You will be returned to the Query X-Ref Type box. X-Ref 1
  10. From the Query X-Ref Type box, highlight and double click the newly added X-Ref Type.Query X Ref TypeNote
  11. You will be back in the Manufacturer/Customer Cross-Reference Maintenance screen and the   Type Code field will be populated with the newly added Type Code.
  12. Select the Save button and then select the Exit button.X-Ref 2

Filtering on an X-Ref Code to Include in the Sales IQ Screen

  1. From the Sales IQ screen select the manufacturer.
  2. Select the Customers tab.
  3. Select the Filter button.Sales IQ
  4. In the X-Reference section at the bottom of the screen make sure “Starts With” is selected and enter the Type code for “Key Account” in both fields to the right.
  5. Select “Include This Range”.
  6. Select the Apply button.Filters
  7. The Filters screen will close bringing you back to the Sales IQ screen which will refresh displaying the filtered data.  As you can see in the example below, only the customers for the manufacturer Lee Jacob Mfg that have an X-Reference Type of “Key Account” are displayed in the list.Sales IQ 2

Case Study: Singer Carpet Corp.

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 “dynaMACS makes my life easier. I always know
how the business is performing year-over-year.”

Mark Singer, President
Singer Carpet Corporation

Singer_Carpet_LogoClient Challenge

When Singer Carpet Corp. was founded in the late ‘70s, the concept of sales agency software was foreign to most sales agencies. They made due with paper records and rudimentary reports. Singer knew there must be a better way.

Singer_Carpet_StatisticsdynaMACS Solution

When Mark Singer, President of Singer Carpet, learned of a software solution built specifically for manufacturers’ sales agencies, he knew he wanted in and became an early adopter.

Today as a user of dynaMACS, he has a tool for analyzing agency sales, tracking commissions and paying reps. Whereas in the past the only data available was stacks of paper commission statements, today the agency has easily accessible, organized information that can be sorted and filtered for detailed information. With valuable insight into how the agency is performing, Singer says he is able to see the business in ways that without sophisticated software simply weren’t possible.

“dynaMACS makes my life easier. I always know how the business is performing year-over-year,” Singer explains.

To know exactly how the business is doing compared to previous years, Singer can select data for any point in time and view sales history for up to five years. He can view sales by customer – or with a few mouse clicks, track commissions by customer, manufacturer or sales rep. If he has a question on anything, he clicks to get more details. “dynaMACS gives me the information I need for my business, so I know where I stand company-wise and customer-wise.”

Singer sometimes brings reports with him when he visits customers, so he can share real numbers that enable him to have strategic and productive discussions with customers.