Tag Archives: POS reports

Tip #1703 – Transferring a Portion of One Sales Rep Territory to Another Sales Rep

Transferring a Portion of One Sales Rep Territory to Another Sales Rep dynaMACS makes it easy when you are changing your agency territories.  Instead of moving one customer at a time, dynaMACS can move multiple customers at one time. In … Continue reading

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Case Study: Mizzen Marketing

 “dynaMACS is an empowering tool for understanding sales and analyzing trends.” Lisa Ortega, Operations Manager Mizzen Marketing Client Challenge When it came to tracking sales and commissions, Mizzen Marketing had two primary issues: accuracy and visibility. The agency had used … Continue reading

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

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 … Continue reading

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

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 … Continue reading

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

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 … Continue reading

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Case Study: Maschmedt & Associates

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

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Tip #1605 – Analyze Sales & Commission data for Multiple Customers in a specific Buying Group

Analyze sales & commission data for multiple customers in a specific buying group in Sales IQ. By relating customers to a “buying group” customer, you can analyze the combined sales and commission totals for all the related customers. In addition, … Continue reading

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Case Study: RWA

“Data entry time takes a fraction of what it used to. Manually entering thousands of lines of data took a week. With dynaMACS we’re done in 15 minutes.” Continue reading

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Tip #1604 – Did you Know that the Customer State and City can be Printed on Your Sales IQ Reports?

Did You Know That the Customer State and City Can Be Printed on Your Sales IQ Reports? When selecting the Print button from the Sales IQ Customer screen, the report does not display the customer’s state and city as you … Continue reading

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Tip #1603 – How to Delete a dynaMACS Mobile User

How to Delete a dynaMACS Mobile User You must first delete the mobile user from the dynaMACS Mobile Configuration screen and then delete it from the User Class Maintenance screen.  Below are the steps required to delete a dynaMACS Mobile … Continue reading

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