Tip #1707 – We are Please to Announce the Launch of Our Newly Designed dynaMACS Website!

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Our new website is designed with a new look and provides for ease of use.  We believe you will find it to be more responsive, informative and interactive.  Please visit our new website at www.dynamacs.com on your computer or mobile device. (The website address has not changed.)

Navigating the New dynaMACS Website

We have made navigating through our website easier providing information right at your fingertips.  To get to a subject on our website simply scroll over the subjects at the top of the dynaMACS home page where you can select an item from the drop down list.  Below is an example of the display of the STANDARD SYSTEM list.  Selecting one of these items will take you directly to that page for more information.  You can do the same for OPTIONAL MODULES, RESOURCES, BLOG, ABOUT US and SUPPORT.

  • Standard System:  Shows detailed information about the modules that are included when purchasing the Standard dynaMACS system.
  • Optional Modules:  Explains additional modules that are available for purchase along with the dynaMACS Standard system.
  • Resources:  Will take you to our on-line Case Studies and Quick Quotes from our clients, Schedule a Demo, FAQ’s and upcoming Events that we will be attending.
  • Blog:  The blog will give you access to the Case Studies, our Monthly Tips, and Demos which help our users discover the best way to utilize the dynaMACS features.
  • About Us:  Selecting this will take you the History of our company, our Mission Statement, the Information Kit request form and to Schedule a Demo.
  • Support:  While on a dynaMACS support call you may be asked to connect online with the dynaMACS Customer Support Rep.  From the dynaMACS home page simply scroll over SUPPORT at the top and then select Quick Connect (.exe) from the drop down list and follow the prompts. You can also access information on Getting Started, Online Help, System Requirements, how to contact our Support Team via email and the dynaCARE Members area where you can download the software and updates.

Note:  When you select the executable file (.exe) for download, you will need your dynaMACS serial number (Dxxx) and your most recent authorization code.  This information can be found in dynaMACS under Help>About dynaMACS.

You can also access these features by scrolling down on the home page and clicking on dynaMACS Standard System or Optional Modules subject title (i.e. SOFTWARE OVERVIEW) which will take you directly to that page for more information.

Clicking on the Up Arrow  in the lower right hand corner of the screen will take you back to the top of the dynaMACS home page.

If you scroll down a little further on the dynaMACS home page you will find a link where you can schedule a personalized demo of dynaMACS software by selecting the link Sign up for your free, personalized demo now.

At the bottom of the dynaMACS home page you will find dynaMACS Resources.  You can click on a subject title (i.e. BLOG) which will take you directly to that page.

From any page on the website you can click on the dynaMACS logo in the upper left hand corner to get back to the dynaMACS home page.

Tip #1706 – Are you constantly changing the “display by” search in the customer viewer?

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The Display By field in the dynaMACS Viewer screens defaults to “Lookup” which lets you enter the first few characters of the Name i.e. manufacturer, customer or sales rep name in the Start field which will display a list based on that entry.

You can change this default temporarily by selecting the down arrow in the Display By field while in the Viewer screen.  This will change the Display By for the current viewing session.

You can also change the default so that every time you access the Viewer screens it will default to your personal selection.

To Change the Default Display By Field for the Viewer Screens

  1.  From the main dynaMACS screen select File>Preferences.

  2. From the User Preference(s) screen, scroll down to #19 Viewer Look-Up.
  3. Select the drop down arrow to the far right of Viewer Look-Up.
  4.  Select the field which you would like your default Viewer Look-Up to be ( i.e. City).
  5. Select the Save button.
  6. Select the Exit button.

Now when you access any of the viewer screens the Display By field will default to that selection.

Tip #1705 – dynaMACS Helps Agencies get Sales & Commission Information Electronically with this Manufacturer Benefits White Paper

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Electronic Sales Information (eSi) is the electronic distribution of sales information from manufacturer to sales agencies. The dynaMACS eSi module can replace hours of data entry with a quick and easy process of automatically importing sales information from manufacturers that email their sales information in a spreadsheet format.

The move to dynaMACS eSi requires a simple change in an administrative process on the part of the manufacturer.  Instead of paper reports, the manufacturer produces a spreadsheet that contains the same information and sends it via email to sales agencies. The manufacturer buys no special software, no additional hardware and actually saves money by reducing paper, postage and administrative support costs. The agency receives the information on the same day the manufacturer sends it. The agency can then process the information immediately and if desired, distribute it to sales reps in the field.

The eSi process:

  1.  The agency receives data from the manufacturer via email, CD, or Internet download. No more waiting days or months for data.
  2. Data is provided in a standard comma-delimited (.csv) format or spreadsheet, for automatic upload to the agency database. Data entry is eliminated and so are operator errors.
  3. The agency processes the file to identify new or first-time customers and to balance total sales and commission amounts. Files are updated using dynaMACS’ easy on-screen error correction and new customer lookup capabilities. Your manufacturer customer codes are automatically matched to dynaMACS’ codes.

It is literally that easy. Giving you instant access to vital sales analysis and commission information, dynaMACS is a fast, flexible and reliable way of managing sales and commission data.

Click Here to view the white paper

 

If you do not currently have dynaMACS eSi and would like more information about it, please visit www.dynamacs.com/products/esi.shtml or call us at 800-321-1788.

Tip #1704 – Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ

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The Sales IQ screen has been enhanced in dynaMACS Version 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme.  This is based on the Manufacturer Status in the manufacturer record.

  1.  A NEW manufacturer name will now be displayed in the color GREEN.
  2.  An INACTIVE manufacturer name will now be displayed in the color RED.

    Manufacturer Viewer Screen

Tip #1703 – Transferring a Portion of One Sales Rep Territory to Another Sales Rep

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dynaMACS makes it easy when you are changing your agency territories.  Instead of moving one customer at a time, dynaMACS can move multiple customers at one time.

In the following example we will transfer all of sales rep Jim Black’s accounts in the state of Kentucky to the new sales rep Rick White.

Customer Global Update

First you must run the Customer Global Update.

  1.  From the main dynaMACS screen select Edit>File Transfer/Combine>Customer Global Update.
  2. Select the Yes button from the Restore Point? dialog box to create a restore point.
  3. In the Customer Global Change screen enter the state code “KY” in the State field.
  4. Enter the “from” sales rep code “JB” in the Sales Rep field (old rep).
  5. Enter the “to” sales rep code “RW” in the next Sales Rep field to the right (new rep).
  6. Select the Update button.
  7. Select the Print button from the Printing Options dialog box to print the Audit Trail report.
  8. This report shows a list of the customers that will be transferred from sales rep “JB” (Jim Black) to sales rep “RW” (Rick White).
  9. After reviewing the Audit Report select the Yes button to continue.

    Transfer Sales and Commission History to New Rep

    1.  From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).

    2.  From the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen select the Wizard button at the bottom right hand corner which will redirect you to the Wizard screen.  You will be prompted to create another Restore Point.

    3.  Select Sales Rep from the drop down list for the field: I want to transfer or combine all data for a:.  Select Sales Rep and for the field: To a different.  Then select the Proceed to Selection button.
    4.  Enter the Sales Rep code that you are transferring from under Transfer Data From i.e. “JB”.
    5.  If you wish to transfer the sales rep splits, check the box Transfer Commission Splits to this Sales Rep?
    6.  Select the Proceed button.
    7.  Select the Yes button on the Please Confirm dialog box.

    8.  From the Printing Options screen select your printer and then select the Print button.

    9.  Review the report and then select the Yes button to complete the transfer.

    10.  Select the OK button after all records have been transferred.

    11.  From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (2).

    12.  Print the report when prompted by selecting the Print button.
    13.  Select the OK button on the Please Confirm dialog box to complete the transfer.

Tip #1702 – Organizing Your Agency Workflow to Accommodate all the Various Manufacturers

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One of the many challenges sales agencies face is dealing with the many forms and documents received from each of the manufacturers that the agency represents. Whether a document gets entered into dynaMACS, QuickBooks or just filed, it is helpful to document the process for each unique manufacturer document received.  We suggest that you create a binder with a tab for each manufacturer and use the form below (or something similar) for each document.

Create a Binder

  1. Set up a binder with a tab for each manufacturer.
  2. Behind each tab you should have the dynaMACS Manufacturer Document Workflow Worksheet (example below) and examples of all other documents you receive from the manufacturer.
    Example:
    To obtain copies of this worksheet and all other dynaMACS worksheets go to Help>Learning Center from the dynaMACS Main Screen.  You will also find them in the dynaMACS Implementation Kit that you receive upon purchasing your software.