dynaMACS Support Tips – Page 9 – dynaMACS

Tip #1507 – Using the dynaMACS Sample Database to Experiment with dynaMACS Software without Using Your Live Data

July 31, 2015/in dynaMACS Support Tips /by dynaMACS Software

The following tip will show you how to switch to the dynaMACS Sample Database so that you can explore and perform agency activities on a sample database which will not affect your live data.

Switching to the Sample Database

From the dynaMACS main menu select File>Preferences.

2. Select Sample from the drop down list in field 1 Database (Main/Sample).

3. Select the Save button.

You will now have the ability to experiment with all aspects of your dynaMACS software using the sample database while not disturbing your live data.

4. To return to your main database select File>Preferences from the main dynaMACS screen.

5. Select Main from the drop down list in field 1 Database (Main/Sample).

6. Select the Save button.

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

June 30, 2015/in dynaMACS Support Tips /by dynaMACS Software

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.

From the Manufacturer Viewer screen, highlight the manufacturer. In this example we have selected the manufacturer Lee Jacob Mfg.
Select the X-Reference tab.
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.
Select the Edit button.
From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Source field.
From the Customer Viewer screen select the Customer. In the following example we will use the ABC Buying Group. Double click on this customer.
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.
Select the Save button and then select the Exit button.

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

From the Sales IQ screen select the manufacturer.
Select the Customers tab.
Select the Filter button.
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.
Select “Include This Range”.
Select the Apply button.
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.

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

May 31, 2015/in dynaMACS Support Tips /by dynaMACS Software

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

From the Manufacturer Viewer screen, highlight the manufacturer. In this example we have selected the manufacturer Lee Jacob Mfg.
Select the X-Reference tab.
Highlight the Customer. In this case the customer is Adel’s Dist/Cinci.
Select the Edit button.
From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Type field.
From the Query X-Ref Type box select the Folders button.
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”.
Enter the Description for the X-Ref Type.
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.
From the Query X-Ref Type box, highlight and double click the newly added X-Ref Type.
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.
Select the Save button and then select the Exit button.

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

From the Sales IQ screen select the manufacturer.
Select the Customers tab.
Select the Filter button.
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.
Select “Include This Range”.
Select the Apply button.
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.

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

April 30, 2015/in dynaMACS Support Tips, Featured /by dynaMACS Software

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.

Selector Section

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

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.

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.

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

March 30, 2015/in dynaMACS Support Tips /by dynaMACS Software

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.

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

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

February 28, 2015/in dynaMACS Support Tips /by dynaMACS Software

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

From the main web page select the Previous Support Tips link on the right hand side of the web page.
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.
The Search Results screen will display any tips related to the search subject as seen below.
Select the Continue reading link to display the complete Tip document.

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