Tip #1602 – Did You Know That You Can “Catalog” (Save) Your Commonly Used Reports

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The Sales Analysis report feature in dynaMACS provides the ability to save a sales analysis report by “cataloging” it.  This eliminates the need to re-enter the report criteria each time you need to run the report by selecting it from the Catalog drop down menu in the Sales Analysis Reports screen.  The following are examples of creating, retrieving and deleting catalogs.

Creating a Catalog:

  1. After selecting your report criteria in the Sales Analysis Reports screen, select the Save button at the top of the screen.
  2. In the Catalog Report As box, enter a name for your report in the Name field and select the OK button.
    Sales Analysis Reports Screen

Retrieving a Catalog:

  1. To access your saved catalogs from the Sales Analysis Reports screen, select the Down Arrow next to the Catalog field and then select the catalog for the report you want to print.Sales Analysis Reports Screen (2)

Deleting a Catalog:

  1.  From the Sales Analysis Reports screen, select the Down Arrow next to the Catalog field and then select the catalog that you wish to delete.Sales Analysis Reports Screen (3)
  2. Once the catalog is displayed; select the Delete button at the top of the Sales       Analysis Reports screen to delete the catalog.
    Sales Analysis Reports Screen (4)

Tip #1601 – Looking up and Changing Information “on-the-fly” in Sales Entry

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dynaMACS provides the ability to look up detailed information, make changes or add a location  “on-the-fly” during sales entry.

Example:

In the following example we will look up the details of the Customer Adel’s Dist/Cinci while in the Sales Entry screen.

  1.  From the Sales Entry screen enter the Manufacturer code.  For this example we will use LJM.
  2. Select the look up button next to the Customer field which will open the Customer       Viewer screen with all customers for the selected manufacturer displayed.
  3. Highlight the customer.  For this example we will select Adel’s Dist/Cinci.
  4. Select the Details button.  This screen will display all of this customer’s details.
  5. You may make additions or modifications.
  6. To return to the Sales Entry screen, select the Exit button at the bottom of the screen.

Sales Entry-Cust Viewer-Note