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

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 #1701 – Using the dynaMACS System Information Setup Screen to Pre-Select Reporting Options

In dynaMACS you can set defaults for some of the reporting options which will save you time by eliminating the need to set them each time you run a report.

  • You can choose to build State/Region codes on the fly when running a Sales Analysis report if they are missing from the customer record.  This feature will combine the State Code plus the first 3 digits of the zip code from the customer address.
  • When running Sales Analysis reports you can choose to automatically skip to a new page for select codes if the Customer ABC code contains any one of the pre-selected codes.
  • Print Sales Analysis reports sorted alphabetically by the Look-Up code rather than Customer code.
  • Set Agency Commission printing options to Print Always, Never, or Prompt the user.
  • Set default to turn off automatic page skipping on all general reports.

Access Reporting Options

  1. From the dynaMACS main screen select Other Functions> Administration>System Information Setup. 
  2. Select the Reporting Options tab from the System Information Setup screen.

Select Options for Sales Analysis Reports

  1. To build the State/Region code “on the fly” in Sales Analysis reports, select the checkbox.
  2. To set Page Skipping for customers with the pre-selected ABC codes, enter the ABC code here.
  3. To print Sales Analysis reports sorted in alphabetical order using the Look-Up code rather than the Customer code, select the checkbox.

Select Options for Sales Entry/Commission Reconciliation/Open Invoice reports

  1. Select your preference for Printing Agency Commission from the drop down box.
    • Prompt will prompt the user to print Agency Commission for users that can see commissions.
    • Never Print will set the default so Agency Commission will never print for all users.
    • Always Print will set the default so Agency Commission will always print for users that can see Agency Commissions.
  2. To disable automatic page skipping, check the box next to “Default for Don’t Skip Page on Level Break”.
  3. After all of your Reporting Options have been selected, click on the Save button.

Tip #1612 – Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points

Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.)  In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done.  The following tip will walk you through setting this up.

Setting the Restore Point Frequency/Warning Message

  1. From the main dynaMACS screen select Other Functions>Administration>System Information Setup.
  2. Select the Restore Points tab at the top of the System Information Setup screen.
  3. There are three processes for which you can setup warnings or required defaults.
  4. Select the appropriate radio button.
    • Required Everytime will force the user to create a restore point each time this process is run.
    • Required Once Daily will force the user to create a restore point the first time this process is run each day.
    • Warning Everytime will display a warning to create a restore point each time this process is run.
    • Warning Once Daily will display a warning to create a restore point the first time this process is run each day.
    • Never will not show a warning or force a restore point when this process is run.

5.   Once your selections have been made click on the Save button.

Case Study: Maschmedt & Associates

“With dynaMACS cloud, our data is secure, always backed-up and easily accessed from anywhere.”

Jon Edwards, Controller
Maschmedt & Associates

MaschmedtAssociates_LogoClient Challenge

Maschmedt & Associates had been using an Access database for tracking agency sales and commissions. Updating the system required outside resources, using it was time-consuming and it was too old to keep pace with the busy agency’s needs.

Maschmedt needed modern and sophisticated software. Controller Jon Edwards had a list of features that he was looking for: Software designed especially for sales agencies. A way to quickly enter invoices and reconcile manufacturer commission statements. The ability to distribute up-to-date and comprehensive reports to sales reps. A cloud-based system for security and backup. And the software must update automatically.

Maschmedt_Statistics

dynaMACS Solution

When researching solutions, Edwards learned about dynaMACS’ capabilities and scheduled a demo to see the sales agency software in action. dynaMACS checked all the boxes on his list – and had even more functionality and the potential to greatly improve efficiency.

It’s been a smooth journey from the start, when three years’ worth of data was converted and migrated from Access. Since implementation, there’s been a significant impact on operations:

*Sales and commission data is cloud-based, so it’s secure, backed-up and accessible from anywhere

*Software automatically updates

*dynaMACS’ eSi eliminates 98% of manual data entry

*Sales reps have up-to-date sales data for their territory (Previously numbers were two to three months old)

*Information can be sliced and diced in numerous ways

*Maschmedt & Associates can drill down for detailed information on manufacturers, customers and reps 

With powerful ways to analyze sales, pay reps and track commissions, Maschmedt has a 360° view of performance.

Tip #1606 – How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sales based upon the manufacturer

dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this assignment is based on the sales rep associated with the customer.  During entry, the operator can override this sales rep, if desired.  However, there may be situations where a different sales rep always gets credit for a particular manufacturer.  This tip will show how to set-up dynaMACS to accomplish such an override.

  1.  From the main dynaMACS screen select the Viewer icon and then the Customer icon to get to the Customer Maintenance screen.
  2. From the Customer Viewer screen highlight the customer.  In this example we are selecting Adel’sDist/Cinci.
  3. Notice that the Sales Rep for this customer is JB Jim Black. Customer Viewer
  4. Select the X-Reference tab.
  5. Select the Add button.
    Customer Viewer 2
  6. Enter or search for the Mfg Code.  In this example we will select “LJM” Lee Jacob Mfg.
  7. Enter or search for the Sales Rep (1) code.  We will use the Sales Rep code of “RW” for Rick White in this example.
  8. Select the Save button.
    Mfg-Cust Cross Ref screen
  9. As you can see below in the Sales Entry screen the Sales Rep field now reflects the change to the new sales rep for this manufacturer/customer.
    Sales Entry