Tip #1603 – How to Delete a dynaMACS Mobile User

You must first delete the mobile user from the dynaMACS Mobile Configuration screen and then delete it from the User Class Maintenance screen.  Below are the steps required to delete a dynaMACS Mobile user.

Delete a Mobile User from dynaMACS Mobile Configuration

The first step is to delete the mobile user from the dynaMACS Mobile Configuration screen.

  1.  From the main dynaMACS screen select Other Functions>Administration>dynaMACS Mobile Configuration.DM Main Screen
  2. From the dynaMACS Mobile Configuration screen, enter the serial # of the user that you wish to delete.
  3. If you don’t know the serial number, you can use the Arrow buttons at the bottom left of the screen to look through all of your mobile users until you find the correct one.Mobile Config Screen
  4. With the mobile user displayed in the dynaMACS Mobile Configuration screen, select the Delete button at the bottom of the screen.Mobile Config Screen 2
  5. Confirm that you wish to delete this user by selecting the Yes button in the confirmation dialog box.Confirmation Dialog Box

Note_dynaCARE

The mobile user has now been deleted from the dynaMACS Mobile Configuration screen.

Delete a Mobile User from dynaMACS User Class Maintenance

The last step is to delete the mobile user from the dynaMACS User Class Maintenance screen.

    1.  From the main dynaMACS screen select Other Functions>Security>User/Class Maintenance.

      DM Main Screen 2
      2.  Enter the Mobile User ID or select it from the drop down list in the User-ID field.
      3.  With the correct Mobile User ID selected, click the Delete button.User Class Maint Screen

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

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

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

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.

Example:

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

Tip #1511 – Transferring History to Current Sales Rep

Enhanced Sales Rep Transfer

The Transfer Sales Rep History has been enhanced and moved to the Manufacturer/Customer/Sales Rep Transfer/Combine 1 screen.  In previous versions of dynaMACS selecting the Update History to Current Sales Rep from the Edit>File Transfer/Combine menu would launch the following screen:

Update History Old Screen

In dynaMACS 2015

  1. In dynaMACS 2015 when selecting the Update History to Current Rep from the Edit>File Transfer/Combine menu the following dialog box will now appear.  Select the OK button which will reroute you to the Manufacturer/Customer/Sale Rep Transfer/Combine 1 screen to complete the transfer of sales rep history.

Update History Has Moved

 

2.  Enter the previous Sales Rep code in the Sales Rep field on the left hand side of the screen.

3. Check the Assigned Rep box.

4. If there are commission splits to be transferred, select the checkbox for Transfer Commission Splits to this Sales Rep?

5.  Select the Proceed  button to complete the transfer.

Transfer Combine Screen with Notes

 

Tip #1510 – Newly Enhanced Graphing Features in 2015

dynaMACS has made the graphing capability easier than ever.  We have created an instant graph option and a simpler way of placing the graph in other software.  The following outlines the changes to this feature.

Quick Graph

In dynaMACS 2015 you have the option for a Quick Graph which will directly open up a graph based on the selections in the Sales IQ screen.  This is now the default for the Graph button.

  1.  From the Sales IQ screen, click on the Graph button or the Down Arrow next to the Graph button and then select Quick Graph.
  2. The Graph screen will appear displaying the information based on the selections that were made in the Sales IQ screen.Graph Screen with Note

Graph

You can also use the regular graphing feature to change column headings and the graph title.

1.  From the Sales IQ screen, click on the Down Arrow next to the Graph button and then select Graph.
Graph Button

 

 

 

2. This feature will display the Select Columns to Graph screen where you can change the default column headings for your graph.

Columns to Graph

Graphs Can Now be Easily Copied to Clipboard

Copying the graph has never been easier.  By selecting the Copy to Clipboard button while in the Graph screen the graph will be copied to the clipboard and you can easily paste it into any document.

Sales IQ Graph - Copy to Clipboard