commission tracking – Page 5 – dynaMACS

Case Study: Kitchin & Sons

July 28, 2016/in Case Studies /by dynaMACS Software

“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more. It’s extremely convenient.”

Thomas M. Kitchin, President
Kitchin & Sons

Client Challenge

When Kitchin & Sons experienced significant growth due to an acquisition, President Tom Kitchin quickly realized his agency needed better information to manage the growing business, as well as a way to integrate the two agencies’ disparate databases

dynaMACS Solution

Kitchin decided it was time to upgrade to dynaMACS, who quickly integrated the two databases.

The agency see sales and commission data in a multitude of ways: sorted by customer, manufacturer or salesperson, and drilling down to more detailed information with one click. With dynaMACS on his laptop, Kitchin has 24/7 access to up-to-date information. “When traveling, I use dynaMACS’ Sales IQ daily to look up customer sales, territory sales and more,” says Kitchin. “It is extremely convenient and keeps me in touch with what’s going on.”

Back at the office, the staff is equally thrilled with dynaMACS. Administrator Joyce Drumm says, “dynaMACS saves time in so many ways. With the SmartView feature, I type in a few letters of a customer name and instantly see all customers who buy from a manufacturer.” Her favorite upgrade: Faster commission reconciliation reports. “It used to take 3 ½ hours to calculate before the report printed. Now, within a minute of hitting print, I have a report – a tremendous time-saver.” From a data entry perspective, Drumm says, “The entry screens are simple, well laid-out, and in a logical sequence.”

As for technical support, Drumm says dynaMACS is helpful, knowledgeable and timely: “It’s nice dealing with a company where you talk to people instead of recordings and touch-tone response systems.”

Tip #1606 – How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sales based upon the manufacturer

July 26, 2016/in dynaMACS Support Tips /by dynaMACS Software

dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this assignment is based on the sales rep associated with the customer. During entry, the operator can override this sales rep, if desired. However, there may be situations where a different sales rep always gets credit for a particular manufacturer. This tip will show how to set-up dynaMACS to accomplish such an override.

From the main dynaMACS screen select the Viewer icon and then the Customer icon to get to the Customer Maintenance screen.
From the Customer Viewer screen highlight the customer. In this example we are selecting Adel’sDist/Cinci.
Notice that the Sales Rep for this customer is JB Jim Black.
Select the X-Reference tab.
Select the Add button.
Enter or search for the Mfg Code. In this example we will select “LJM” Lee Jacob Mfg.
Enter or search for the Sales Rep (1) code. We will use the Sales Rep code of “RW” for Rick White in this example.
Select the Save button.
As you can see below in the Sales Entry screen the Sales Rep field now reflects the change to the new sales rep for this manufacturer/customer.