forecasting – dynaMACS – Sales Agency Software

Tip #1711 – Import your Sales Goals Quickly with the dynaMACS Optional Module – eSi

November 30, 2017/4 Comments/in dynaMACS Support Tips /by dynaMACS Software

Save hours of manual entry by exporting your sales data out of Sales IQ, manipulate the annual number and simply import your sales goals for the next year back into dynaMACS.

Export your sales numbers out of Sales IQ

From the Sales IQ screen enter in a sales rep that you would like to create goals for.
Select the GlobalView Tab.
Select ALL from the Selector drop-down list.
Wait for dynaMACS to process your request.
Select the Export button.
Name the file and place it in a directory that you will remember where it is located.
Exit out of Sales IQ.
Find the file that you just saved. Double click on it and the file will open in Excel.
Insert a column next to the Sales Jan-Dec 17 column (F) and name it Goals.
Create the formula with the percent that you would like to change. (Example shows 15%).
Copy the formula down the spreadsheet and save it as a csv file.
Go into the eSi reformat screen for dynaMACS.
Map the Goals.
Process through the rest of the eSi steps.
NOTE: Make sure that you are posting the session to January of the year that you want the goals to go into. (Example: 01/2018)

Tip #1706 – Are you constantly changing the “display by” search in the customer viewer?

June 30, 2017/in dynaMACS Support Tips /by dynaMACS Software

The Display By field in the dynaMACS Viewer screens defaults to “Lookup” which lets you enter the first few characters of the Name i.e. manufacturer, customer or sales rep name in the Start field which will display a list based on that entry.

You can change this default temporarily by selecting the down arrow in the Display By field while in the Viewer screen. This will change the Display By for the current viewing session.

You can also change the default so that every time you access the Viewer screens it will default to your personal selection.

To Change the Default Display By Field for the Viewer Screens

From the main dynaMACS screen select File>Preferences.
From the User Preference(s) screen, scroll down to #19 Viewer Look-Up.
Select the drop down arrow to the far right of Viewer Look-Up.
Select the field which you would like your default Viewer Look-Up to be ( i.e. City).
Select the Save button.
Select the Exit button.

Now when you access any of the viewer screens the Display By field will default to that selection.

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

March 31, 2017/in dynaMACS Support Tips /by dynaMACS Software

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 the following example we will transfer all of sales rep Jim Black’s accounts in the state of Kentucky to the new sales rep Rick White.

Customer Global Update

First you must run the Customer Global Update.

From the main dynaMACS screen select Edit>File Transfer/Combine>Customer Global Update.
Select the Yes button from the Restore Point? dialog box to create a restore point.
In the Customer Global Change screen enter the state code “KY” in the State field.
Enter the “from” sales rep code “JB” in the Sales Rep field (old rep).
Enter the “to” sales rep code “RW” in the next Sales Rep field to the right (new rep).
Select the Update button.
Select the Print button from the Printing Options dialog box to print the Audit Trail report.
This report shows a list of the customers that will be transferred from sales rep “JB” (Jim Black) to sales rep “RW” (Rick White).
After reviewing the Audit Report select the Yes button to continue.

Transfer Sales and Commission History to New Rep

1. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).

2. From the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen select the Wizard button at the bottom right hand corner which will redirect you to the Wizard screen. You will be prompted to create another Restore Point.

3. Select Sales Rep from the drop down list for the field: I want to transfer or combine all data for a:. Select Sales Rep and for the field: To a different. Then select the Proceed to Selection button.
4. Enter the Sales Rep code that you are transferring from under Transfer Data From i.e. “JB”.
5. If you wish to transfer the sales rep splits, check the box Transfer Commission Splits to this Sales Rep?
6. Select the Proceed button.
7. Select the Yes button on the Please Confirm dialog box.

8. From the Printing Options screen select your printer and then select the Print button.

9. Review the report and then select the Yes button to complete the transfer.

10. Select the OK button after all records have been transferred.

11. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (2).

12. Print the report when prompted by selecting the Print button.
13. Select the OK button on the Please Confirm dialog box to complete the transfer.

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.

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

June 17, 2016/in dynaMACS Support Tips /by dynaMACS Software

By relating customers to a “buying group” customer, you can analyze the combined sales and commission totals for all the related customers. In addition, you can summarize the buying group into one total while looking at all your customers by selecting the summarize box next to the customer Related field for the filter.

Relating Customers

From the Customer Viewer screen highlight the customer to be related and select the Edit button.
In the Related-To field enter the Customer Code to relate this customer to or search for the customer code by using the Binoculars button.
Select the Save/Exit button.

Customer Maint Screen

Filter Sales IQ to See Related Customer Activity

From the Sales IQ screen select the Filter button.
In the Filters screen enter the Related customer code in the Starts With and Ends With fields. In this example we are using ABC Buying Co (customer code BUYGRPAB). You can search for the customer code by using the Binoculars button.
Select the Apply button.
The Sales IQ Home screen will appear. Select the Customer tab. The detailed activity for those customers related to ABC Buying Group will be displayed.
If you would prefer to see summarized information, go back to the Filters and select the Clear button and then the Summarize button to the far right of the Customer Related field.
Select the Apply button.
The Sales IQ Home screen will appear with the summarized activity for all customers. You will notice the ABC Buying Group summarized on the first line highlighted below.