Tip #1506 – Using the dynaMACS Manufacturer X-Reference File “Source Code ” to Classify Groups

The Source Code field in the Manufacturer X-Reference file provides dynaMACS users with a powerful reporting tool.  As an example, all customers that buy that “line” through a buying group could be identified using the “Source Code”.  This tip will explain how to accomplish this.

Updating the Manufacturer/Customer Cross-Reference with a Source Code.

  1. From the Manufacturer Viewer screen, highlight the manufacturer.  In this example we have selected the manufacturer Lee Jacob Mfg.
  2. Select the X-Reference tab.
  3. Highlight the Customer.  In this case the customer is Adel’s Dist/Cinci.  If the X-Reference for a particular customer is not set up, you can do so by selecting the Add button.
  4. Select the Edit button.Mfg Viewer
  5. From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Source field.
  6. From the Customer Viewer screen select the Customer.  In the following example we will use the ABC Buying Group.  Double click on this customer.Customer Viewer
  7. You will be back in the Manufacturer/Customer Cross-Reference Maintenance screen and the Source Code field will be populated with the selected Source Code.
  8. Select the Save button and then select the Exit button.Mfg-Cust X-ref

Filtering on an X-Ref Source Code to Include in the Sales IQ Screen

  1. From the Sales IQ screen select the manufacturer.
  2. Select the Customers tab.
  3. Select the Filter button.Sale IQ
  4. In the X-Reference section at the bottom of the screen make sure “Starts With” is selected and enter the Source code for source “ABCB00” in both fields to the right.  This is the Source that was used for this example.
  5. Select “Include This Range”.
  6. Select the Apply button.Filters
  7. The Filters screen will close bringing you back to the Sales IQ screen which will refresh displaying the filtered data.  As you can see in the example below, only the customers for the manufacturer Lee Jacob Mfg that are in the buying group will be displayed in the list. Sale IQ 2

Tip #1505 – Using dynaMACS Manufacturer X-Reference File Type Code

The following tip explains how to categorize certain manufacturer’s customers so that you can include them or exclude them from the Sales IQ screen by using the Filter option.

Adding a Type Code and Updating the Manufacturer/Customer Cross-Reference Maintenance

  1. From the Manufacturer Viewer screen, highlight the manufacturer.  In this example we have selected the manufacturer Lee Jacob Mfg.
  2. Select the X-Reference tab.
  3. Highlight the Customer.  In this case the customer is Adel’s Dist/Cinci.
  4. Select the Edit button.Mfg Viewer
  5. From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Type field.
  6. From the Query X-Ref Type box select the Folders button.
  7. From the X-Reference Type box enter the code you wish to use for this type code and <Tab>. In the following example we used “K” for “Key Account”.
  8. Enter the Description for the X-Ref Type.
  9. Select the Save button to add the new X-Ref Type and then the Exit button.    You will be returned to the Query X-Ref Type box. X-Ref 1
  10. From the Query X-Ref Type box, highlight and double click the newly added X-Ref Type.Query X Ref TypeNote
  11. You will be back in the Manufacturer/Customer Cross-Reference Maintenance screen and the   Type Code field will be populated with the newly added Type Code.
  12. Select the Save button and then select the Exit button.X-Ref 2

Filtering on an X-Ref Code to Include in the Sales IQ Screen

  1. From the Sales IQ screen select the manufacturer.
  2. Select the Customers tab.
  3. Select the Filter button.Sales IQ
  4. In the X-Reference section at the bottom of the screen make sure “Starts With” is selected and enter the Type code for “Key Account” in both fields to the right.
  5. Select “Include This Range”.
  6. Select the Apply button.Filters
  7. The Filters screen will close bringing you back to the Sales IQ screen which will refresh displaying the filtered data.  As you can see in the example below, only the customers for the manufacturer Lee Jacob Mfg that have an X-Reference Type of “Key Account” are displayed in the list.Sales IQ 2

Tip # 1504 – Using dynaMACS GlobalView to see your top relationships

Overview

GlobalView is a new analytical concept developed by dynaMACS and is unique to dynaMACS Software.  Users now have the ability to view all Customer/Manufacturer relationships on a single screen.  Prior to this unique feature, users had to drill down from either Customers or Manufacturers to see these records.  Now users can easily and quickly slice and dice these Customer/Manufacturer relationship records on a single screen enabling them to analyze where they are up or down.

Features of the GlobalView Screen

When selecting the GlobalView tab dynaMACS will automatically display the “Top” 20% of the customer/manufacturer records based on the user default sort column.

SIQ Home

Selector Section

The Selector Section is used to determine what records to display in the GlobalView list.  The selector options are described below.

Selector Section 1

Top = This is the default option when first displaying the GlobalView tab and by default the top 20% of all records will be displayed.  This number may be overridden.  For example, if you want the top 10 customer/manufacturer relationships to be displayed, enter “10” in the field next to the Selector field.

All = As the name implies, all records will be displayed when this option is selected.

New = When selecting New you have the option to see new This Month or new This YTD.

Selector Section 2

AutoRefresh  is on when the auto button appears purple in color.  Sorting on a column will reload the records based on the selection criteria for that column.  AutoRefresh is off when the auto button appears grey in color.  Sorting on a column will sort the existing records on the values in that column.

Refresh button will reload based on the selection criteria for the sorted column.

Note

Relationship Names

The performance data is stored in dynaMACS by Manufacturer/Customer/Sales Rep.  In GlobalView, the names for these entities are displayed on each row of the list.

Performance Values

The performance values shown in GlobalView are consistent with the other views in Sales IQ.

Totals (Record Count)

Totals = This number represents the total number of records in the database.  If a filter is used, this number will reflect the number of records in the filtered database.

Selected = Based on the selection criteria used at the top of the list, this will show the number of selected records.  To the left of the record count is the percent value for the selected records as a percent of the total records.

All Others = Based on the selection criteria used at the top of the list, this will show the number of records “not selected”.  To the left of the record count is the percent value for the not selected records as a percent of the total records.

Totals (Performance Values)

Totals = The performance values totals shown in GlobalView are consistent with the other view in Sales IQ.

Selected = These totals represent the performance value totals based on the selection criteria used at the top of the list.

All Others=These totals represent the performance value totals based on the selection criteria used at the top of the list for records “not selected”.

Tip #1503 – Using the Sales Rep Viewer to List Customers in Various Sequences

dynaMACS can help you make sales calls more efficiently by using the Sort Feature in the Sales Rep Viewer screen.  You can access your customer and contact data sorting it by city, state, zip code, phone # or any column heading in the Sales Rep Viewer screen which will group your customers based on the heading that you sort on.

Sorting in the Sales Rep Viewer Screen

In the following example we will sort Customers by Zip Code for all of Jim Black’s (JB) customers.

  1. From the Sales Rep Viewer screen highlight the sales rep code.
  2. Select the Customers tab.
  3. Click on the column heading Zipcode.  You will notice that all of the customers are now   displayed in order by Zip Code.Sales Rep ViewerNote_SalesRepViewer

Tip #1502 – Searching for dynaMACS Tips on dynaMACS.com

The dynaMACS website, www.dynaMACS.com, has a library of “tips” which will help you with many process, setup, and reporting routines.  We have recently added a search feature which will help you get to the appropriate information quickly.

Using the Tip Search Feature on www.dynaMACS.com

  1. From the main web page select the Previous Support Tips link on the right hand side of the web page.DM Web Site Main Page
  2. From the dynaMACS Support Tips screen, enter the subject to search on and then select the Search button.  In the following example we will use Transfer History as our search subject.DM Web Site Tips Page
  3. The Search Results screen will display any tips related to the search subject as seen below.
  4. Select the Continue reading link to display the complete Tip document.DM Web Site Search Results PageNote

Tip #1501 – dynaMACS HELP Options

The dynaMACS Help menu provides several resource options for information and quick access to assistance within the dynaMACS program.  The following tip will explain the options available.

  1. You can access the Help menu from the menu bar.HelpMenu_Image
  2. Selecting the What’s New… option will open a PDF document that contains information about new functionality in your version of dynaMACS.What's New
  3. Selecting the Previous Release Notes option will open a sub-menu listing available previous release notes in PDF format which details the fixes and enhancements for each release.Help Menu 3
  4. Selecting the Getting Started option will open a PDF document that discusses the pertinent “getting started” subjects when first using the dynaMACS application.Getting Started
  5. Selecting the dynaHELP option will open a PDF document that contains help on functionality of all features of dynaMACS.dynaHELP
  6. Selecting the Remote Support option will open Team Viewer which is a remote access program.  This feature should only be used when talking with a member of the dynaMACS support team.  This will allow dynaMACS support to connect directly with a dynaMACS user during a support call.Remote Support
  7. Selecting the FAQs on the web option will launch your web browser and go directly to the Frequently Asked Questions page on dynaMACS.com.FAQ's
  8. Selecting the Live Demos on our website option will launch your web browser and go directly to the demos page on dynaMACS.com.LiveDemoImage
  9. Selecting the Show Tips option will open the dynaMACS web site displaying all of the dynaMACS Support Tips.  Here you can enter a key word search in the Search Tips field or simply click on a tip from the list.Show Tips
  10. Selecting the Register dynaMACS option will open the Register dynaMACS screen to email your registration to dynaMACS.  This is typically done only when a dynaMACS Support Team representative advises that this be done.Register DM
  11. Selecting the Check for Software Update… option will close your dynaMACS program and open an update program.   It is advised that you check for software updates on a monthly basis.CheckforSoftwareUpdate
  12. Selecting the About dynaMACS option provides information about dynaMACS software.About DM