Tip #1512 – Finding Customers for a Certain Manufacturer Easily Using the Smart View Locator

You can find customers in a zip code that buy from a particular manufacturer by using the Smart View Locator from the Manufacturer Viewer screen.


In the following example we will look for customers that buy from the manufacturer Lee Jacob Mfg (LJM) in the zip code area beginning with 440 and then display the sales activity for one customer, Adel’s Dist/Cinci.

  1. From the Main dynaMACS screen select the Manufacturer Viewer icon.
    Main Screen
  2. From the Manufacturer Viewer screen highlight the manufacturer Lee Jacob Mfg (code LJM)
  3. Select Open Smart View Locator.Open Smart View Locator
  4. Enter 440 in the Zip Code field in the Locator dialog box.
  5. Select the Locate button.Locator
  6. The Customer Viewer screen will display all customers that buy from Lee Jacob Mfg in the zip code beginning with 440.
  7. Highlight the customer Adel’s Dist/Cinci and right click.
  8. Select Open Sales IQ.Open SIQ
  9. The Sales IQ screen will be displayed showing the sales activity for the customer Adel’s   Dist/Cinci buying from the manufacturer Lee Jacob Mfg.SIQ
  10. From here you can select the Up and Down arrows to see additional customers.SIQ Green Arrows

Case Study: R C Bremer Marketing Associates, Inc.

 “Before implementing dynaMACS eSi, four people manually entered thousands of invoices. With eSi, one person enters all data. It saves us huge amounts of time and money. ”

Joe Falk, President
R.C. Bremer Marketing Associates, Inc.

RCBremer_LogoClient  Challenge

 Since beginning his career with R.C. Bremer 18 years ago, Joe Falk was a sales rep, obtained CPMR certification, specialized in safety and eventually purchased the company from Bob Bremer in 2007.

During the transition, Falk was glad that he and the team had selected dynaMACS as its agency software in 2003 because “it’s rep-specific. dynaMACS understands how we work and what we’re looking for,” Falk says. Having the right software in place was one less thing that required Falk’s time and attention during the transition.

RCBremer_StatisticsdynaMACS Solution

R.C. Bremer reaps the benefits of dynaMACS’ features that enable the agency to operate more efficiently and effectively, including:


With dynaMACS eSi the agency imports manufacturers’ sales invoices and reports electronically. “Before implementing eSi, end-of-month was a nightmare. Four people manually entered thousands of invoices. Now, one person enters all data. It saves us huge amounts of time and money,” Falk says.

Sales IQ

With Sales IQ, he looks at customer data in various ways. For example: “I look at this year’s versus last year’s data to see which lines are up or down.” he says. He is able to monitor the agency’s performance using recent sales and commission figures.

Commission tracking

Falk also tracks commissions. “Manufacturers are 30 to 60 days behind. We don’t get paid until they get paid.”

dynaMACS Mobile

R.C. Bremer sales reps can “take dynaMACS on the road.” They are able to download up-to-date numbers, so they have complete information on their territory.

For R.C. Bremer, dynaMACS has been the trusted solution for tracking sales and commissions and paying reps for more than 12 years…and going strong.