Posts

Tip #1712 – How to Delete a Customer from the dynaMACS Database

Follow the steps below to delete a customer that has merged with another customer or is no longer in business.

Move the history to another customer

  1. Go to Edit drop-down menu.
  2. Select File Transfer/Combine.
  3. Choose Mfr/Cst/Rep Transfer (1).
  4. The Manufacturer/Customer/Sales Rep Transfer/Combine window will appear.
  5. Type in the customer that you want to delete on the left side (Example:  Abbott Health Products) and the customer that you want the history to go to on the right side (American Instruments).
  6. Select the Proceed.
  7. Choose Yes at the prompt for Are these correct?
  8. Select the printer and print out the audit trail.
  9. Please confirm … choose Yes.
  10. The FYI window will appear, select OK.
  11. At the 2nd FYI, choose OK.
  12. Follow steps 1-11 until you are done will moving the customers.
  13. Then select Cancel to exit this screen.
  14. Go to Edit drop-down menu.
  15. Select File Transfer/Combine.
  16. Choose Mfr/Cst/Rep Transfer (2).
  17. The Manufacturer/Customer/Sales Rep Transfer/Combine (2) screen will appear.
  18. Select your printer and print the audit trail.
  19. Choose OK at the Please confirm window.
  20. Go to Edit drop-down menu.
  21. Select File Transfer/Combine.
  22. Make Customer Deletable
  23. Select Range of Records.  Leave the from field blank and type in zzzz in the To field. Then choose OK.
  24. Select Yes at the next window.
  25. At the end you will get a message that tells you how many customers were deletable. Choose OK.
  26. Select Exit when done.
  27. Go into the Customer Maintenance screen and select one of the customers that you transferred the history for and select the Delete button.

Tip #1709 – Using dynaMACS’ Sales IQ Graph to Show the difference in “House” Commission percentages for this year versus last year

In our previous tip #1708 we talked about using dynaMACS’ Sales IQ to analyze “House” commission. The following will show you how to create a graph from that information.

Using the Graphing Feature in dynaMACS

  1.  From the Sales IQ screen select the Filter button.
  2.  Select Active from the Manufacturer Status drop down list.
  3.  Select the Apply button.
  4. From the Sales IQ screen with your selections displayed, click on the down arrow to the right of the Graph button and select Graph.
  5. Check the boxes for Jan-Aug 19 and Jan-Aug 18 in the Select Columns to Graph screen.
  6. Once you have made your selections click on the Graph button in the lower left hand corner of the screen.
  7. The graph will default to a bar chart.  Select the Customize button to change the type of graph that will appear.
  8. Select the Line chart (or Pie etc.) to customize the look of your graph.
  9. When you have completed your selections select the OK button.

From the Sales IQ Graph screen you can:

  1.  Print the graph.
  2. Customize the look of the graph.
  3. Copy to Clipboard.

dynaMACS Software Overview Demo

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