dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps. The example below will show you how to filter the criteria and customize which customers you visit.
First we will focus on the geographic area in the state of Illinois where the sales manager from Lee Jacob wants to visit.
- From the Sales IQ screen, select the Filter button.
- In the Customer State/Region field enter “IL” and “IL” (from and through) and select “Include This Range”.
- Select the Apply button to create a filtered database.
- You will be back at the Sales IQ screen. Select the Manufacturers tab.
- Highlight and right click on the manufacturer. In this example it is Lee Jacob Mfg.
- Select Show Customers from the drop down menu.
- A new Sales IQ Drill Down window will open displaying all of the customers that buy from this manufacturer Lee Jacob in Illinois in descending sequence of year to date sales.
- Highlight the customers that you wish to map.
- Right click and select Launch Maps from the drop down menu.
- The selected customer locations will now appear in Google Maps. Within Google Maps you are able to select which locations to visit and you can also re-sequence the route if desire.
When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no sales in 3+ months. There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report as well as filters that may have been used.
- The Column Set displays the Column Set that was chosen when creating the report. In the following example G1 was selected.
- The Subtotals displays the Subtotals Code that was selected when creating this report. In the following example S1 was selected.
- Customers that have a Less-Than (<) sign to the right of the Last Activity date are those that have no sales in 3 months or longer.
- Customers that have an Asterisk (*) to the right of the Last Activity date are first time buyers.
- The Filter field at the bottom left hand corner of the report will display all of the filter selections chosen when creating this report. In this example we have selected Mfg Code IRC thru MNC, Rep Code is JB and Cust Type A thru Z.
In business it is common that companies merge, create DBA’s or an alias. dynaMACS has a unique feature that allows you to refer to the correct customer. The instructions below will walk you through how to accomplish this.
Add the New Customer
Add the new customer (DBA or Alias) which will be related in dynaMACS. In this example we added customer Babson Tooling (customer code BABT00).
- Edit the original customer in dynaMACS to reflect the new customer as a reference customer in the Related To field. In this example the customer B & B Tooling (BBTO00) is the original customer. Babson Tooling (customer code BABT00) is the Related To customer.
- Change the Status for B & B Tooling to Reference Only.
- Select the Save/Exit button.
Making Sales Entries Using Related to Customers
- In Sales Entry, enter the old customer code for B & B Tooling (BBTO00).
- You will get a message as seen below displaying the Reference Customer code. Select the OK button.
- After selecting the OK button you will see that the Customer Code changes to the newly created Reference Customer code for Babson Tooling (BABT00).
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.
- From the Sales Entry screen select the Customize button.
- 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.
- Select By Mfr Cust Code from the drop down in the Customer field.
- Click on the Save button and then select the Exit button.
- You will be returned to the Sales Entry screen.
- Select the Add button to begin adding your sales and commission information.
- 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.
- Enter the Manufacturer code in the Sales Entry screen and select <Enter>. (In this example it’s APC for Apcal Alloy Company)
- 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.