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Tip #1608 – Save Time by Using the Manufacturer Customer Code During Manual Entry

When entering Sales and Commissions directly from a manufacturer’s spreadsheet or invoice, it may be quicker to enter in Sales Entry using the Manufacturer Customer Code.  The following tip explains how to customize a sales entry session to accomplish this.

  1.  From the Sales Entry screen select the Customize button.Sales Entry Screen 1
  2. Select the Manufacturer radio button and enter the Manufacturer Code.  In this example we will use the manufacturer code APC for Apcal Alloy Company.  You can click on the Binoculars button to search for the Manufacturer Code if you don’t have it.
  3. Select By Mfr Cust Code from the drop down in the Customer field.
  4. Click on the Save button and then select the Exit button.Sales Entry Options Screen
  5. You will be returned to the Sales Entry screen.
  6. Select the Add button to begin adding your sales and commission information.Sales Entry Screen 2
  7. Below is a sample of a manufacturer spreadsheet from the manufacturer Apcal Alloy      Company which shows the manufacturer customer codes along with the sales and       commission information.Manufacturer Spreadsheet
  8. Enter the Manufacturer code in the Sales Entry screen and select <Enter>.  (In this example it’s APC for Apcal Alloy Company)
  9. You will notice that the cursor then jumps directly to the Mfg Cust Code 1 field where you     can enter the manufacturer customer code from the spreadsheet or invoice.  You can also click on the Binoculars button to search for the Manufacturer Customer Code if you don’t have it.  From here you can continue on with your sales entry as normal.Sales Entry Screen 3

Case Study: Kitchin & Sons

“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more.  It’s extremely convenient.”

Thomas M. Kitchin, President
Kitchin & Sons

Kitchin_LogoClient Challenge

When Kitchin & Sons experienced significant growth due to an acquisition, President Tom Kitchin quickly realized his agency needed better information to manage the growing business, as well as a way to integrate the two agencies’ disparate databases






Kitchin_StatisticsdynaMACS Solution

Kitchin decided it was time to upgrade to dynaMACS, who quickly integrated the two databases.

The agency see sales and commission data in a multitude of ways: sorted by customer, manufacturer or salesperson, and drilling down to more detailed information with one click. With dynaMACS on his laptop, Kitchin has 24/7 access to up-to-date information. “When traveling, I use dynaMACS’ Sales IQ daily to look up customer sales, territory sales and more,” says Kitchin. “It is extremely convenient and keeps me in touch with what’s going on.”

Back at the office, the staff is equally thrilled with dynaMACS. Administrator Joyce Drumm says, “dynaMACS saves time in so many ways. With the SmartView feature, I type in a few letters of a customer name and instantly see all customers who buy from a manufacturer.” Her favorite upgrade: Faster commission reconciliation reports. “It used to take 3 ½ hours to calculate before the report printed. Now, within a minute of hitting print, I have a report – a tremendous time-saver.” From a data entry perspective, Drumm says, “The entry screens are simple, well laid-out, and in a logical sequence.”

As for technical support, Drumm says dynaMACS is helpful, knowledgeable and timely: “It’s nice dealing with a company where you talk to people instead of recordings and touch-tone response systems.”