Tip #1209 – Locating a Dealer/Manufacturer by ZipCode

As a sales agency you may get a request from an “end user” to locate a customer in a specific area.  dynaMACS has the capability to quickly look up a customers for a manufacturer by zip code and then further identify the best customer in that area based on sales volume.

To Locate a Dealer by Zip Code:

  1. From the main dynaMACS screen select the Locator button.
  2. Enter the Manufacturer Code in the Manufacturer field.
  3. Enter the Zip Code in the Zip Code field.
  4. Select the Locate button.Locator
  5. The Customer Viewer screen will appear displaying all customers starting with the zip code entered in the Locator search screen.
  6. Select a customer from the list, right click and select Open Sales IQ.Customer Viewer
  7. The Sales IQ screen will be displayed for the selected customer.Sales IQ Home
  8. From the Sales IQ  screen you can use the Up Arrow and the Down Arrow buttons to go from one customer to the next to review the sales volume and identify the best possible customer for the zip code area.Customer Viewer & Sales IQ

Tip #1208 – Checking for Software Upgrades

Keeping up with the latest version of dynaMACS software will provide all users with the latest changes in dynaMACS functionality. We continually listen to your feedback in order to make dynaMACS a more user friendly tool and to add or improve features that will help you and your agency become more successful. It is recommended that you periodically check for software updates.

To Check for dynaMACS Software Updates

    1. From the dynaMACS main screen select Help>Check for software update…Help_Check_Update
    2. From the True Update Welcome dialog box select the Next button.True_Update_WelcomeNote - Operation Failed

      Operation Failed

    3. If the following Already Updated dialog box appears, this indicates that you are already on the most recent version of dynaMACS. Select the Close button and restart dynaMACS.True Update 2
    4. If the Update Available dialog box appears indicating that there is a newer version of dynaMACS than the one installed on your system, select the Next button.True_Update_Windows
    5. The Updating Software dialog box will appear displaying the status of the download process. This may take several minutes.Updating_Software

When the download completes the dynaMACS installation process will start. Please follow the prompts and instructions until the installation of the update is complete.

Tip #1207 – Using Sales IQ to Identify Sales Problems

The dynaMACS  Sales IQ feature is a powerful tool that allows you to monitor and analyze all of your sales and commission performance.  Did you know you can also identify customers that have not bought in a period of time?

Example

In the following example we will look at a quick and simple way in Sales IQ to see what customers have not purchased from a particular manufacturer in the past three months.

  1. From the dynaMACS main screen select the Sales IQ button.Main Screen
  2. From the Sales IQ Home screen select the Manufacturers tab.Sales IQ Home 1
  3. As you can see in the list of manufacturers displayed below, there are 4 manufacturers with a negative YTD Variance, B.C. Industries being one of them.
  4. To view the customer sales activity for this manufacturer we will select and right click on the manufacturer B.C. Industries and then select Show Customers from the drop down box.Sales IQ Home 2
  5. From the Sales IQ:  Drill-Down (1) Manufacturer>Customers screen select 3 Months from the No Sales Activity In: drop down box which is in the lower right hand corner of the screen.
  6. Select the Refresh button.Sales IQ Home 3Note
  7. The list will refresh displaying the 15 customers that buy from B.C. Industries that have NOT purchased in the past 3 months.
  8. As you can see, the YTD Variance is a negative value in most cases.
  9. The customer All Others displays the combined values of all other customers that HAVE purchased from B.C. Industries in the past 3 months.
  10. The last two columns show what percent of the total sales for B.C. Industries each customer represents, this Year-To-Date and Last Year Total.  Using these values you can determine the significance of each customer.Sales IQ Home - Drill Down 1
  11. By using the Up  or  Down  arrows in the upper left hand corner of the screen you can quickly go from manufacturer to manufacturer to identify other customers meeting the same criteria of no sales in 3 months.Sales IQ Home - Drill Down 2

Tip #1206 – dynaMACS Quarterly Tax Reporting

In dynaMACS Sales IQ you can retrieve quarterly commission numbers which can assist you in expediting your tax reporting.  If you need to report by state, you can do so by using the Sales Analysis reports feature OR filter by state/region in Sales IQ.

Sales IQ Agency Comm (3Mos) – Example

In the following example we will generate a report using Sales IQ for quarterly commissions by manufacturer for commissions received July – September 2012.

  1. From Manufacturers tab in the Sales IQ screen select Commissions Received from the Source drop down list.Note: If you do not have the Commission Reconciliation module then you can pull the data from Shipments vs. Commissions Received.
  2. Select the Agency Comm (3 Mos)option from the Data drop down list.
  3. Select September from the As-of drop down list.
  4. Select 2012 for the As-of year from the drop down list.
  5. The quarterly commissions received will appear in the column Totals for Jul 12, Aug 12,u Sep 12.Sales IQ Home

Sales Analysis Commission Received by State – Example

In the following example we will generate a report using Sales Analysis for quarterly commissions by state for commissions received July thru September 2012.

  1. Select Commission Rec’d from the Selected Source of Data drop down list box.Note: If you do not have the Commission Reconciliation module then you can pull the data from Shipments vs. Commissions Received.
  2. Select Sales and Agency Commission from the Select Column Set (Headings) drop down list box.
  3. Select Customer State/Region from the Select Sub Totals Group drop down list box.
  4. Enter 09 and 2012 in the Print As-of Month/Year
  5. Select 3 Months from the Replace Current Month With drop down list box.
  6. Select the Print button.Sales Analysis Reports
  7. The following report is displayed showing the commissions received for Jul – Sept 12 by state.State Report

Tip #1205 – Did you know that you can share eSi data maps with other agencies that are using dynaMACS eSi?

If you share a manufacturer with another agency that uses dynaMACS eSi, you can easily exchange data maps without the risk of sharing your agency data.  Using the Send Map and Receive Map* options in dynaMACS will eliminate having to create new maps.  The following examples will explain how to send and receive maps to and from other agencies.

Sending a Map to another Agency

Sending a map to another agency requires that you have created and saved a map in dynaMACS eSi.

  1. From the dynaMACS main menu, select eSi then Send Map from the drop down menu.Main Screen 1
  2. From the Export Catalog dialog box select the file to be exported
  3. Select the Export button.eSi Import Catalog Record
  4. The file location of the exported map will be displayed in the FYI dialog box.  Select the OK button.FYI Diolog Box 2
  5. Once the file has been exported you can email it to the agency that you are sharing it with.

Tip #1204 – Getting More out of Your Sales IQ Graphs

As you know, dynaMACS Sales IQ has powerful graphing capabilities. You can create a colorful graph for virtually any combination of information that is available to you in Sales IQ. Here are a couple of things to increase your graphics experience.

  • The ability to change the default title of your graph
  • Using the Copy to Clipboard feature which allows you to paste your graph into an email, Microsoft Power Point presentation, Microsoft Word document, or any other word processing document.

The following tips will help you better understand how to use these Graph features in dynaMACS.

Changing the Default Title on a Graph

In the following example we have selected the Sales IQ button and then selected Sales Reps tab.

  1. Select the Graph button from the Sales IQ screen.Sales IQ Home
  2. After selecting the data to be included in the graph, override the default Graph Title with the desired title.
  3. Select the Graph button.Select Columns To Graph
  4. You will see the newly created graph with the overridden Graph Title.Sales IQ Graph

Copy to Clipboard Feature

The dynaMACS graphing feature allows you to copy and paste any graph that you have created in dynaMACS into an email or other document.

  1. From the Sales IQ Graph screen select the Customize button.Sales IQ Graph 2
  2. In the Customize Graph screen select the System tab.Customize Graph
  3. Select the desired Format.
  4. Select Clipboard for a target.
  5. Select the Copy button.Export Image
  6. Your graph is now on the clipboard and ready for pasting into the desired document by using that applications paste function (or by using Ctl V on your keyboard while in the application.)