When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no sales in 3+ months. There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report […]
In business it is common that companies merge, create DBA’s or an alias. dynaMACS has a unique feature that allows you to refer to the correct customer. The instructions below will walk you through how to accomplish this. Add the New Customer Add the new customer (DBA or Alias) which will be related in dynaMACS. […]
“The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.” Patrick Carroll, Information Systems David Gooding Inc. Client Challenge David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If […]
When entering Sales and Commissions directly from a manufacturer’s spreadsheet or invoice, it may be quicker to enter in Sales Entry using the Manufacturer Customer Code. The following tip explains how to customize a sales entry session to accomplish this. From the Sales Entry screen select the Customize button. Select the Manufacturer radio button and […]