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Tip #1610 – Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report

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.

  1.  The Column Set displays the Column Set that was chosen when creating the report.  In the following example G1 was selected.
  2.  The Subtotals displays the Subtotals Code that was selected when creating this reportIn the following example S1 was selected.
  3. 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.
  4. Customers that have an Asterisk (*) to the right of the Last Activity date are first time buyers.report-screen-1
  5. 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.report-screen-2

Tip #1609 – A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process.

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).note

  1.  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.
  2. Change the Status for B & B Tooling to Reference Only.
  3. Select the Save/Exit button.sales-entry-screen-1

Making Sales Entries Using Related to Customers

  1. In Sales Entry, enter the old customer code for B & B Tooling (BBTO00).
  2. You will get a message as seen below displaying the Reference Customer code.  Select the OK button.sales-entry-screen-2
  3. After selecting the OK button you will see that the Customer Code changes to the newly created Reference Customer code for Babson Tooling (BABT00).

sales-entry-screen-3