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Working From Home, 3 of 3: Routine

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We hope by now you are getting used to working from home. This is the last post of our three Work From Home: Tips & Tricks blogs. This post will touch on why a routine is important and how to create one.

Your routine:
Try to stick to the same work routine Monday – Friday, decide a hard start time and end time. Set a reminder on your phone to take a few 10min breaks throughout the day, as well as your lunch break. If you can’t step away when the reminder pops up, “snooze” it a few minutes.  Don’t “dismiss” it, or you’ll never get away.  When you do take a break, leave your work area. Go outside and toss a ball with the dog if you can, refill your water bottle, grab a handful of almonds or other  small snack.

Be clear to your colleagues about your work hours and stick to them.  If you choose  to work late, consider at least setting yourself to “away” to discourage interruptions from others that think your green dot is an invitation to discuss something outside work hours.  If they chat you up anyway, you’re not obligated to answer if you’re set to “away.”

Try to avoid snacking. It’s hard with your whole kitchen right there. Schedule out what you’re eating for lunch for the week and stick to it. Try not to eat lunch while working. Take a real break. Keep healthier snacks on hand. Make sure you get up to refill your water bottle when it gets empty. Stick to your work hours. Close your laptop lid and walk away. Just like when you’re in the office, the work will still be there tomorrow.

If you are a current customer and want to join one of our Microsoft Teams Tutorials please sign up at this link. This is a great introduction on how to have face to face meetings with your customers and teammates. We hope these tips and tricks have been helpful in this new work from home world.

Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

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In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit for sales based upon the manufacturer. This tip is a follow up which discusses how to transfer the sales and commission history for the manufacturer/customer after making that override.

  1.  From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).dynaMACS Main Screen
  2. If you are prompted to Create Restore Point always answer “Yes” and enter a good Description for your restore point.  In this case we will enter “Moving History from JB to RW”.
  3. Select the Proceed button.Create Restore Point Screen
  4. When the Create Restore Point is complete the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen is displayed.
  5. On the left side (under Select Records With) enter the Manufacturer code and then the Customer code.
  6. On the right side (under Transfer To) enter the new Sales Rep code and check the Transfer Commission Splits to this Sales Rep box if you want to transfer the splits to the new rep. (See Note below)
  7. Select the Proceed button and then select Yes at confirmation to print your Audit       Report.  Be sure to choose print to PDF as the file may be quite large.Transfer Combine Screen
  8. At the Please Confirm dialog box select the Yes button if everything is correct on the Audit Report to continue with the transfer.Please Confirm Screen
  9. Select the OK button from the F.Y.I. dialog box.Ok_FYIConfirmationRepeat steps 4 through 9 for as many transfers as needed.