Tip #1409 – Using Customer Locations in dynaMACS

Some agencies have the need to separate sales numbers within a customer for reasons such as:

  • Multiple buyers that are responsible for making buying decisions for different manufacturers
  • Giving credit to different reps for something shipping to a different location
  • For these purposes, dynaMACS gives you the ability to add multiple locations to a customer.  If locations are used, you can use the Filters feature to display these numbers in Sales IQ summarized, displaying them as combined under one customer, or you can display the sales numbers for the individual locations.

Filtering on Locations in Sales IQ

When displaying sales activity for a customer in Sales IQ you can view all sales activity by customer location (default) or you can summarize sales by using the Filter button.

In the following example we will look at the customer Adel’s Dist which has three locations.

  1. From the Sales IQ Home screen the Customer tab has been selected showing all customers and the sort is on the Customer column.
  2. You can see that there are three Adel’s customers displayed by individual locations.
  3. Select the Filter button.Sales IQ Home Screen 1
  4. Check the Summarize box to the right of the Customer field.
  5. Select the Apply button.Filters Screen 1
  6. The Sales IQ screen now displays all Adel’s locations summarized and totaled.Sales IQ Home Screen 2

To Create a Customer Location

The following example explains how to add a location to an existing customer.

  1. Select the Viewer icon.
  2. Select the Customer icon.dynaMACS Home Screen
  3. Highlight the Customer that you will be adding a location to.
  4. Select the Add Location button.Customer Viewer Screen 1
  5. In the Customer Maintenance screen you will notice that the customer information from the selected customer will be defaulted i.e. the address, phone #’s, etc.  Make any changes required for your new location and select the Save/Exit button.NoteCustomer Maintenance Screen
  6. The newly added location is displayed in the Customer Viewer list.
    Customer Viewer Screen 2

Tip #1408 – The Sales IQ Top Row Button Operation has Changed in Version 2013

We have redesigned and rearranged the buttons on the dynaMACS Sales IQ screen to make navigation easier and more intuitive.  There are two new buttons on the Sales IQ Home screen, the Back button and the Home button.  You will also notice that some of the buttons have a different cosmetic look.

Old Screen . . .

Old Screen Buttons

New Screen . . .

New Screen Buttons

New Back Button

The new Back button is active on any “Drill-Down” screen.  Drill-Down screens are accessed by right clicking on a record and selecting Show Manufacturers, Show Customers, Show Sales Reps or Show Details from the Manufacturers, Customers or Sales Reps tabs in Sales IQ (Sales IQ Drill-Down).  The Back button will take you back to the previous Sales IQ screen.

  1. Notice that the Back button is disabled in the Sales IQ Home screen in the example below.  We selected the manufacturer Lee Jacob Mfg, right clicked and selected Show Customers.
  2. In the Sales IQ Drill Down screen you will see that the Back button is now activated.  By selecting this button you will be returned to the previous screen (Sales IQ Home).SIQ Screen 1

New Home Button

The new Home button will close all of the Drill-Down screens and bring you back to the Sales IQ Home screen Overview tab.

  1. In the following example we have selected the Home button from the 3rd Sales IQ Drill Down screen.SIQ Screen 2
  2. After selecting the Home button you will be returned to the Sales IQ Home screen.SIQ Screen 3

Saving Sales IQ Filters

The Sales IQ Filters are now saved after exiting Sales IQ.  You can access the saved filters by toggling between Filtered data and Normal data.

SIQ Screen 4

Tip #1407 – Evaluating True Agency Performance

Often times an agency picks up new lines and also loses lines.  When looking at sales numbers in Sales IQ, these numbers can often be distorted when you display both new manufacturers and lost manufacturers along with your active manufacturers.  The following examples will help you to identify your true sales numbers by excluding these manufacturers.  Also, modifying the manufacturers name with a symbol provides a quick visual when displaying all manufacturers in a list.

Classifying a Manufacturer Status

When adding a manufacturer the status is set to “New” by default.  Once a “New” manufacturer has met the agency’s requirements for categorizing the manufacturer as “Active”, the status should be updated.   Many agencies make this change after 1 year.  The following example shows how to change a manufacturer’s status.

  1. From the Manufacturer Maintenance screen, select Active from the drop down list in the Status field.
  2. Select the Save button and then the Exit button.Manufacturer Maint Screen

Adding a Symbol to the Manufacturer Name for an Easy Visual of New or Lost Lines

For a quick visual of “New” or “Lost” lines in your Sales IQ display list, you can modify the manufacturer name with a symbol that is easily identifiable such as “<-“ for a lost manufacturer or “<+” for a new manufacturer.   Once you change the status from “New” to “Active”, then you can remove the symbol from the manufacturer.

Note_Tip1407

In the following example you can see the new manufacturer Simplex Manufacturing which has the “<+” in front of the name and you’ll see that there are sales in the column Jan-Oct14 but no sales in previous years.  You will also see the inactive manufacturer S P & P Inc. which has the “<-“ in front of the name and no sales in Oct 14 or this YTD Jan-Oct 14  but sales in previous years indicating a lost manufacturer.

Sales IQ Screen 1

Excluding New and Inactive (lost) Manufacturers from the Sales IQ Display

You can remove “New” and “Inactive” manufacturers from the Sales IQ display by using the Filters button in Sales IQ.  This method will remove these sales numbers from the display showing you only the agency sales for “Active” manufacturers eliminating the new and lost lines.

  1. Select the Filter button from the Sales IQ screen.Filters Screen 1
  2. From the Filters screen select Active from the Status drop down list under Manufacturer.
  3. Select the Apply button.Filters Screen 2
  4. After filtering you can see that only ”Active” manufacturers are displayed in the Sales IQ screen.Sales IQ Screen 2

Tip #1406 – dynaMACS Software Start Options

You can set your preferences in dynaMACS so that either the Sales IQ, Process, eSi or cRm screens open first upon launching dynaMACS.  You can also set preferences so that when your Sales IQ screen opens, the Source field defaults to Sales or Commission Received.  The following explains how to set these preferences.

Setting the dynaMACS Main Screen Focus

You can select what screen you would like to appear when first launching dynaMACS by selecting it in the Preferences screen.  In the following example we will change the start screen from the dynaMACS Home screen to the Sales IQ screen.

  1. From the main dynaMACS screen select File>Preferences.Main Screen
  2. From the User Preferences screen go to field 29 – Start screen.  Select the down arrow to the right under the Preference column.  This will display all of the start options available.  Select SalesIQ from the drop down list and select the Save button and then the Exit button.  The next time you log into dynaMACS you will be in the Sales IQ screen.User Pref Screen 1

Setting the Sales IQ Screen Source Default

You can choose to have the Sales IQ screen start with the Source field defaulted to Sales OR Commission Received by setting it in the Preferences screen.  In the following example we will change the preference to start Sales IQ with the source of Commission Recd.

  1. From the main dynaMACS screen select File>Preferences.Main Screen
  2. From the User Preferences screen go to field 28 – Start Sales IQ As:.  Select the down arrow to the right under the Preference column.  This will display all of the start options available.  Select Commission Recd from the drop down list and select the Save button and then the Exit button.  The next time you log into Sales IQ the source will be defaulted to Commission Recd.User Pref Screen 2

Tip #1405 – Maximize the dynaMACS State/Region Zip Code Feature

dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used).  The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report.  The following instructions show you how to activate this feature.

***IMPORTANT!  PLEASE create a restore point before activating this feature and running the utilities!***

Example of a State/Region Report printed from Sales Analysis Rpt Generator:

Report Sample

Step 1:  Turn on the Auto Build State/Region Feature in System Information Setup

  1. From the dynaMACS main screen select Other Functions>Administration>System Information Setup.dynaMACS Main Screen 1
  2. Select the System Options tab.
  3. Check the box Automatically build State/Region upon Zip Code Change?
  4. Select the Save button.Sys Info Setup Screen

Step 2:  Run System Utility 1007 (Creates Customer State/Region codes table)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 3
  2. Select Utility #1007
  3. Select the Run buttonSys Utilities Screen 1
  4. Select the Yes button on the Confirmation dialog box.Confirmation Dialog Box  Delete Confirmation Box

Step 3:  Run System Utility 1008 (Replaces Customer State/Region codes in customer records)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 2
  2. Select Utility #1008
  3. Select the Run button to complete the update.Sys Utilities Screen 2

Tip #1404 – Using Sales IQ Filters in Versions 2013 and Above

The Sales IQ Filters screen has been redesigned to include or exclude “ranges” of selection criteria.  For example, instead of selecting one State/Region code you can now enter a range of State/Region codes to filter on and then include them or exclude them from the list.  The new features include:

  • Selection Criteria field with options Starts With, Contains, or Does Not Contain
  • Value fields to be used in conjunction with the Selection Criteria fields
  • Include or Exclude This Range field

Example:

In the following example we will filter all customers in the State/Region range of OH439 thru OH440.

  1. In the Customer section of the Filters screen select Starts With from the drop down box in the State/Region field.
  2. Enter OH439 in the lookup field directly to the right of Starts With.
  3. Enter OH440 in the lookup field directly to the left of Include/Exclude This Range.
  4. SelectInclude this Range from the range drop down box.
  5. Select the Apply Button.Filters Screen
  6. After selecting Apply, you will be returned to the Sales IQ screen and only customers in State/Region code range OH439 thru OH440 appear in the Customer list.
  7. To clear the filter select Normal Data from the Filter drop down list.SIQ Screen