POS reports – Page 2 – dynaMACS – Sales Agency Software

Tip #1612 – Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points

December 19, 2016/in dynaMACS Support Tips /by dynaMACS Software

Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.) In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done. The following tip will walk you through setting this up.

Setting the Restore Point Frequency/Warning Message

From the main dynaMACS screen select Other Functions>Administration>System Information Setup.
Select the Restore Points tab at the top of the System Information Setup screen.
There are three processes for which you can setup warnings or required defaults.
Select the appropriate radio button.
- Required Everytime will force the user to create a restore point each time this process is run.
- Required Once Daily will force the user to create a restore point the first time this process is run each day.
- Warning Everytime will display a warning to create a restore point each time this process is run.
- Warning Once Daily will display a warning to create a restore point the first time this process is run each day.
- Never will not show a warning or force a restore point when this process is run.

5. Once your selections have been made click on the Save button.

Tip #1608 – Save Time by Using the Manufacturer Customer Code During Manual Entry

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

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.

From the Sales Entry screen select the Customize button.
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.
Select By Mfr Cust Code from the drop down in the Customer field.
Click on the Save button and then select the Exit button.
You will be returned to the Sales Entry screen.
Select the Add button to begin adding your sales and commission information.
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.
Enter the Manufacturer code in the Sales Entry screen and select <Enter>. (In this example it’s APC for Apcal Alloy Company)
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.

Case Study: Maschmedt & Associates

August 4, 2016/in Case Studies /by dynaMACS Software

“With dynaMACS cloud, our data is secure, always backed-up and easily accessed from anywhere.”

Jon Edwards, Controller
Maschmedt & Associates

Client Challenge

Maschmedt & Associates had been using an Access database for tracking agency sales and commissions. Updating the system required outside resources, using it was time-consuming and it was too old to keep pace with the busy agency’s needs.

Maschmedt needed modern and sophisticated software. Controller Jon Edwards had a list of features that he was looking for: Software designed especially for sales agencies. A way to quickly enter invoices and reconcile manufacturer commission statements. The ability to distribute up-to-date and comprehensive reports to sales reps. A cloud-based system for security and backup. And the software must update automatically.

dynaMACS Solution

When researching solutions, Edwards learned about dynaMACS’ capabilities and scheduled a demo to see the sales agency software in action. dynaMACS checked all the boxes on his list – and had even more functionality and the potential to greatly improve efficiency.

It’s been a smooth journey from the start, when three years’ worth of data was converted and migrated from Access. Since implementation, there’s been a significant impact on operations:

*Sales and commission data is cloud-based, so it’s secure, backed-up and accessible from anywhere

*Software automatically updates

*dynaMACS’ eSi eliminates 98% of manual data entry

*Sales reps have up-to-date sales data for their territory (Previously numbers were two to three months old)

*Information can be sliced and diced in numerous ways

*Maschmedt & Associates can drill down for detailed information on manufacturers, customers and reps

With powerful ways to analyze sales, pay reps and track commissions, Maschmedt has a 360° view of performance.

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.

Case Study: RWA

May 20, 2016/in Case Studies /by dynaMACS Software

“Data entry time takes a fraction of what it used to. Manually entering thousands of lines of data took a week. With dynaMACS we’re done in 15 minutes.”

Mary Elizabeth Faulkner
RWA

Client Challenge

RWA sales agency was using sales and commission software that had some basic functionality, but wasn’t delivering the level of information the agency needed to analyze performance and uncover ways to grow the business.

The agency was introduced to dynaMACS at a trade show when the President and CEO of RWA, Ron Wallace, as speaking to a colleague from another agency. Talk turned to sales and commission software and the other agency highly recommended the software they used, which was dynaMACS.

dynaMACS Solution

RWA did some research and found dynaMACS to be a powerful sales and commission tool with the ability to analyze sales, pay reps, track commissions and access in-depth reporting.

Mary Elizabeth Faulkner supports the salespeople from the main office and says, “Reps get information that can be shown by manufacturer, distributor and much more. They always know what’s happening in their territory.”

Comprehensive reporting is essential for any agency. “dynaMACS shows meaningful, easy-to-understand reports that provide us vital information,” she says. The agency can sort and filter for more in-depth data and analyze the business in numerous ways.

RWA also reconciles manufacturer commission statements and runs reports to pay the sales reps. With dynaMACS eSi, the agency imports manufacturers’ sales invoices and reports electronically, with minimal manual processes. “Data entry time takes a fraction of what it used to. Entering thousands of lines of data manually took a week. With dynaMACS we’re done in 15 minutes.”

RWA saves time and resources and gains a wealth of knowledge about the agency.

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.