Posts

Tip #1405 – Maximize the dynaMACS State/Region Zip Code Feature

/in /by

dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used).  The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report.  The following instructions show you how to activate this feature.

***IMPORTANT!  PLEASE create a restore point before activating this feature and running the utilities!***

Example of a State/Region Report printed from Sales Analysis Rpt Generator:

Report Sample

Step 1:  Turn on the Auto Build State/Region Feature in System Information Setup

  1. From the dynaMACS main screen select Other Functions>Administration>System Information Setup.dynaMACS Main Screen 1
  2. Select the System Options tab.
  3. Check the box Automatically build State/Region upon Zip Code Change?
  4. Select the Save button.Sys Info Setup Screen

Step 2:  Run System Utility 1007 (Creates Customer State/Region codes table)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 3
  2. Select Utility #1007
  3. Select the Run buttonSys Utilities Screen 1
  4. Select the Yes button on the Confirmation dialog box.Confirmation Dialog Box  Delete Confirmation Box

Step 3:  Run System Utility 1008 (Replaces Customer State/Region codes in customer records)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 2
  2. Select Utility #1008
  3. Select the Run button to complete the update.Sys Utilities Screen 2

Tip #1302 – Using SalesRep/ZipCode Maintenance to make adding customers even quicker and easier!

/in /by

A new feature has been added which allows you to assign sales reps by zip code ranges. This feature will automatically assign the sales rep when adding a customer if the zip code has been assigned to a sales rep in the Sales Rep/Zip Code Maintenance screen.

Example

Jim Black is responsible for all customers in Kentucky (zip codes 40000-42999).  Let’s look at how simple it is to set up this zip code territory for him.

  1. Select Edit and Sales Rep Zip Codes from the dynaMACS main screen menu options to get to the SalesRep/ZipCode Maintenance screen.dynaMACS Main Screen
  2. Enter the Zipcode Start i.e. 40000 and select the <tab> key
  3. Enter the Zipcode End i.e. 42999 and select the <tab> key
  4. Enter the Description i.e. Kentucky and select the <tab> key
  5. Enter the Sales Rep code OR search for it by selecting the Binoculars button then enter the <tab> key
  6. Select the Save button.Zip Code Maint Screen  Note
  7. To review the records set up in SalesRep/ZipCode Maintenance you can select the arrow buttons in the lower left hand corner of the screen.
    • First_Record_dynaMACS    = Brings you to the first SalesRep/ZipCode record.
    • Last_Record_dynaMACS   = Brings you to the last SalesRep/ZipCode record.
    • Previous_Record_dynaMACS   = Brings you to the previous SalesRep/ZipCode record.
    • Next_Record_dynaMACS   = Brings you to the next SalesRep/ZipCode record

Auto Sales Rep assignment in Customer Maintenance

Once the zip codes and sales rep assignments have been entered into SalesRep/Zipcode Maintenance the sales rep will be automatically assigned when entering new customers in Customer Maintenance.

Example

  1. In the following example a new customer is being added in Customer Maintenance using the zip code 45222.Cust Main Screen 1
  2. After entering the zip code and selecting the <Tab> key or the <Enter> key, you will see that the Sales Rep field is automatically populated with Jim Black (JB) because he is assigned in the SalesRep/Zipcode Maintenance table. Cust Main Screen 2