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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

Case Study: David Gooding, Inc.

 “The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.”

Patrick Carroll, Information Systems
David Gooding Inc.

David_Gooding_LogoClient Challenge

David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If that sounds complicated, it was. The tedious process was built for programmers. Attempting to run a sales report practically required the user to have a degree in Computer Science. The sales agency was in dire need of a more user friendly software.




David_Gooding_StatisticsdynaMACS Solution

Then David Gooding was introduced to dynaMACS. Patrick Carroll, Gooding’s Information Systems Manager, knew right away that dynaMACS had the ease-of-use the agency was looking for. “The accessibility to data that we have with dynaMACS is tremendous. It is extremely user friendly for everyone.”

“With one mouse click, you can drill down to more information from any screen,” he says. “The ability to get any information you need, instantly and easily, is a big benefit to everyone at the agency.”

Various people at the agency access dynaMACS in different ways. The owner has remote access, and the lead salesperson has dynaMACS Mobile on his laptop. Both have access to up-to-date information on manufacturers, customers and sales reps from anywhere they are – at home, on the road or at the office.

One of Carroll’s favorite features is the ability to email reports directly from dynaMACS Sales IQ. The agency can email reports instantly to manufacturers, customers and salespeople. Selecting the email button creates the email with the report attached in PDF format. dynaMACS pulls up the appropriate customer, manufacturer or sales rep which the report will be sent to – and the user never has to open Outlook – the process is automatic.

“With dynaMACS, we’re well informed about our business,” Carroll says. “During the month, we can quickly see where all manufacturers stand, what groups of product categories are being sold and much more. It’s an invaluable sales tool.”

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

Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit for sales based upon the manufacturer. This tip is a follow up which discusses how to transfer the sales and commission history for the manufacturer/customer after making that override.

  1.  From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).dynaMACS Main Screen
  2. If you are prompted to Create Restore Point always answer “Yes” and enter a good Description for your restore point.  In this case we will enter “Moving History from JB to RW”.
  3. Select the Proceed button.Create Restore Point Screen
  4. When the Create Restore Point is complete the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen is displayed.
  5. On the left side (under Select Records With) enter the Manufacturer code and then the Customer code.
  6. On the right side (under Transfer To) enter the new Sales Rep code and check the Transfer Commission Splits to this Sales Rep box if you want to transfer the splits to the new rep. (See Note below)
  7. Select the Proceed button and then select Yes at confirmation to print your Audit       Report.  Be sure to choose print to PDF as the file may be quite large.Transfer Combine Screen
  8. At the Please Confirm dialog box select the Yes button if everything is correct on the Audit Report to continue with the transfer.Please Confirm Screen
  9. Select the OK button from the F.Y.I. dialog box.Ok_FYIConfirmationRepeat steps 4 through 9 for as many transfers as needed.