goals – 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 #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.

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.

Tip #1604 – Did you Know that the Customer State and City can be Printed on Your Sales IQ Reports?

April 30, 2016/in dynaMACS Support Tips /by dynaMACS Software

When selecting the Print button from the Sales IQ Customer screen, the report does not display the customer’s state and city as you can see in the example below. This tip will give you instructions to change your printing options enabling you to print that information on the Sales IQ Customer report.

Example

Sample Report 1

Printing the Customer State and City on the Sales IQ Report

After making selections defining your Sales IQ customer query, click on the Down Arrow button to the right of the Print button.
Choose Select from the drop down box.
You will see that the Print button has now changed to a Select button. Choose the Select button.
A Printing Options box will open. From here you to change your default printer and edit other printing options.
Select one of the checkboxes under Print State/City? You can choose print Beside Customer Name which will print the city and state to the right of the customer name. Or, you can choose On the Next Line which will print the state and city on the line below the customer name. (See the examples below to view the layout of each of these options.)
Select the Print button.

Printing Options

Example of Printing State and City Beside the Customer Name:

Sample Report 2

Example of Printing State and City on the Next Line:

Sample Report 3

Tip #1603 – How to Delete a dynaMACS Mobile User

March 31, 2016/in dynaMACS Support Tips /by dynaMACS Software

You must first delete the mobile user from the dynaMACS Mobile Configuration screen and then delete it from the User Class Maintenance screen. Below are the steps required to delete a dynaMACS Mobile user.

Delete a Mobile User from dynaMACS Mobile Configuration

The first step is to delete the mobile user from the dynaMACS Mobile Configuration screen.

From the main dynaMACS screen select Other Functions>Administration>dynaMACS Mobile Configuration.
From the dynaMACS Mobile Configuration screen, enter the serial # of the user that you wish to delete.
If you don’t know the serial number, you can use the Arrow buttons at the bottom left of the screen to look through all of your mobile users until you find the correct one.
With the mobile user displayed in the dynaMACS Mobile Configuration screen, select the Delete button at the bottom of the screen.
Confirm that you wish to delete this user by selecting the Yes button in the confirmation dialog box.

Note_dynaCARE

The mobile user has now been deleted from the dynaMACS Mobile Configuration screen.

Delete a Mobile User from dynaMACS User Class Maintenance

The last step is to delete the mobile user from the dynaMACS User Class Maintenance screen.

1. From the main dynaMACS screen select Other Functions>Security>User/Class Maintenance.
  
  2. Enter the Mobile User ID or select it from the drop down list in the User-ID field.
  3. With the correct Mobile User ID selected, click the Delete button.

Tag Archive for: goals

Posts