Contents 

Welcome
Program Features
Document Processing Screens
Inventory and Cost Tracking
Automatic VIN Decoding
Document Printing
Easy Updates
Window Stickers
Menu Selling
Buy-Here/Pay-Here Processing
Web Site Integration
Inventory Advertising
Custom Reporting
Hardware Requirements
Setting up the Okidata 320/321 Turbo
Okidata 320/321 Printer Settings
Okidata 320/321 Form Alignment
Installing The Software
Initial Installation
Setting Up A Licensed System
Workstation Installations
Backing Up Your Data
Creating a Backup File
Maintaining System Informaton
Dealership Information
General Dealer Information
Other Dealership Information
Buy-Here/Pay-Here Options
Remote Dealerships
Additional State IDs
User Permissions and Security
Using Default Printers
Finance Information
Maintaining Salespeople
State Fees and Taxes
Outside Lienholders
Extended Warranty Maintenance
Insurance Agent Maintenance
Maintaining the Forms List
Maintaining Option Lists
Maintaining Floor Plan Rates
Automatic Stock Numbers
Credit Insurance
Modifying Insurance Types
Setting Credit Insurance Rates
Downloading Programs and Forms
Upload Inventory to Internet
Using The System
Basic Features
Drop Down Menus
File Menu
Options Menu
Tools Menu
Reports Menu
Dealer Financing Menu
Inventory Forms Menu
Pictures Menu
Maintenance Menu
Accounting Menu
Utilities Menu
Format Menu
Help Menu
Deal Processing
Menu Selling
Setting Up Menu Items
Arranging and Saving A Menu
Presenting the Menu to the Customer
Processing a New Deal
Step 1: Start New Deal
Step 1a: Enter Stock Number
Step 1b: Select Vehicle Use
Step 1c: Finance Source
Step 1d: Set the Sale Type
Step 1e: State Fee Schedule
Step 1f: Sale and 1st Payment Dates
Step 1g: Payment Information
Special Function Buttons
Calculate Payment Button
Rollback Button
Insurance Button
Warranty Button
Clear Button
Disclosure Button
Coverage Button
Marking Section Complete
Step 2: Customer Information
Customer Information
Terrorist Watch List
Title Information
Delivery Information
Step 3: Vehicle Information
Step 4: Trade Information
Step 5: Lienholder/Insurance Information
Step 6: Document Printing
Document Questions
Form Defaults
Configuring a Form
Printing the Form
Document Alignment
Clearing Form Settings
Step 7: Wrap Up
Cost and Profit Calculations
Collections At Delivery
Buy-Here/Pay-Here Collections
Calculating Salesperson Commissions
Deleting A Deal
Loading a Previous Deal
Deferred Down Payments
Scheduling Deferred Payments
Accepting Deferred Payments
Getting Credit Reports
Obtaining a Credit Report on a Customer
Viewing Past Reports
Deal History
Arranging Columns
List Filter
Standard Filter
Advanced Filter
Buy Here/Pay Here
Setting up Finance Source
List Filter
Printing Payment Coupons
Customer Payments
Payment And Call Log History
Tracking Phone Calls
Receiving Payments
Edit/Delete Payment
Loan Defaults
Adding Other Charges
Receivables Report
Payment Receipt Report
Missing Receipt Report
Recap Reports
Loan Statement
Projected Cash Flow
Payment Due Statements
Income Report
Commission Report
Modifying Due Dates
Calculating A Payoff
Entering Loans from Other Sources
Credit Reporting
Setting Up Metro 2 Reporting
Creating the Metro 2 File
Inventory Detail
Adding A Vehicle
Basic Detail Entry
Options/Web Tab
Adding Pictures
Entering Options
Tag Line
Excluding Vehicles From Web Sites
Other Information Tab
Standard Information
Custom Information
Supplier Information
Viewing Deal Information
On Hold Info Tab
Pricing Tab
Entering Prices and Costs
Repair Orders
Loading A Vehicle
Deleting A Vehicle
Inventory List
List Filters
Standard Filter
Advanced Filter
Advanced Features
Using Screen Filters
Standard Filter Options
Advanced Filter Options
Saved Filters
Standard Reports
Disclosure Report
Profit Report
Reserve Report
Salesperson Commissions
Vehicle Data Sheet
Sales Graph
Outstanding Deferred Pmts
Delivery Schedule
Custom Reports
Creating, Loading, and Deleting a Custom Report
Saving Custom Reports
Printing Custom reports
Creating a Paper Report
Title, Font and Paper Size
Adding and Deleting Fields
Report Preview
Sorting
Creating a Data Export File
Adding Fields
Creating Mailing Lables
Report Preview Screen
Letter Writer
Creating a New Letter
Printing a Custom Letter
Quick Payment
Payment Table
Finance Table
Insurance Table
Credit Insurance Coverage
Setting Defaults
QuickBooks Interface
Connecting to QuickBooks
Setting Up QuickBooks Accounts
Posting Deal Information To QuickBooks
Utilities Program
Sending Data To Friday Systems, Inc.
Retrieving Data From Friday Systems, Inc.
Compacting and Repairing The Database
Creating A Backup File
Retrieving A Backup File
Frequently Asked Questions

Lot Wizard Dealer Software Online Help Manual

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Other Dealership Information



Enter other information about your dealership under the Other tab. Information entered in this window will be used by the program to process deals, assist in updates, fill out forms, and configure the software. Many of the options listed in this window use check boxes to activate or deactivate them.


Optional Calculation Inputs

You may enter up to three (3) miscellaneous items not covered by the software to your deals. Simply fill in the Description and Paid To fields to activate these items within the program. The software will display the fields under the Financial tab within the Deal Processing tab.

Note: These optional calculation inputs are considered by the software to be taxable!

Misc Item Description -- Enter a description of the miscellaneous item as you would want it to appear on any printed form.

Misc Item Paid To -- Enter the name or description of whomever is receiving the payment as you would want it to appear on any printed form.

Optional Inventory Fields

The software allows you the flexibility of keeping data other than what is pre-programmed. You can use up to six (6) more data fields which will be treated as text-type data and up to four (4) additional fields which will be treated as yes-no-type data. This data will be displayed as columns under the Inventory List tab and as fields under the Inventory Details tab. You may specify a label for each data field by filling in the appropriate boxes. Once you have specified a name for the fields you wish to use, those field names will become visible and their names will be displayed on the inventory entry and inventory listing screens as well as in any reports that use those fields.

For example, suppose you want to collect information regarding a vehicle's past repair history as well as whether or not you have finished special work on the vehicle. You can set two optional dealer fields: one text field labeled Repair History and one Yes/No field labeled Finished Work. When you view your vehicle screens, you will be able to view and edit two new data entry boxes. One will be a text-entry box called Repair History into which you can type any note regarding the repair history of the vehicle. The other field will be a check-box labeled Finished Work which you can check or uncheck to indicate the status of special in-house work done to the vehicle.

System Options

These options allow you to modify the way the software operates:

Reset Version Number -- This variable is generally reserved for situations in which you are encountering database errors. You should never need to use this variable under normal circumstances. If you feel you may need to use this feature, you should contact Friday Systems, Inc. for assistance and guidance on using this feature.

Reset Inventory List Defaults -- The program allows you modify the order and look of the inventory list under the Inventory List tab. Occasionally, you may need to restore the list to the way it looked when you initially started using the software. To restore the original settings of the inventory list, check this box. This will not erase or modify any inventory data -- only the presentation of the data is affected.

Days of Sold Vehicles Sent to Web -- This feature allows you to upload sold vehicles to the web if you are using Friday Systems, Inc. to distribute your inventory to various web sites. The software normally lists only vehicles which are currently available for sale. If you would like to also upload and display vehicles which are already sold, you may do so by entering the number of days prior to today you wish to show. For example, if you wish to upload to the web your current inventory as well as any vehicles you sold within the past three days, enter the number 3 here.

Inventory Sent To CarsDirect -- If you are using Friday Systems, Inc. to distribute your inventory to CarsDirect.com, you must check this option. CarsDirect.com requires information other than what the software normally sends to the Internet. This option will tell the software to also include that extra information needed by CarsDirect.com.

Display Collection Information -- Some states require that a dealer report any and all monies collected at the time the vehicle is delivered to the customer. The software normally does not display this information; however, checking this option will force the software to display this information on the Deal Wrap-Up screen. The software will display the total collected and allow you to break down how that money was collected.


Display Multiple Lien Addresses -- The software normally only accepts one address per bank entered under the Bank Maintenance window. However, some banks have multiple addresses -- one for their business offices, one for sending payments, and one for correspondence. Checking this option will allow you to enter multiple addresses for each bank you have listed in the Bank Maintenance window.


Disable Inventory Upload Reminder -- When you load the software, the program automatically reminds you of how many days have passed since you last uploaded your data to Friday Systems, Inc.'s server. If you wish to disable this feature, check this option.

Display Tax Override -- Sometimes a dealer will be working on an out-of-state deal with varying tax laws. The tax set-up information already entered into the software may not suffice for this deal. The software therefore offers a tax override feature. Checking this option will display a Tax Override field under the Financial tab when processing a deal. Enter a total amount of tax for the deal into this field. The software will not calculate any tax on the deal and instead use the tax override amount as the total amount of tax on a deal.

Display eBay Questions -- This option displays extra fields on the Inventory Detail screen which allow you to enter dollar amounts which correspond to eBay auction amounts such as starting bid and reserve amount. This functionality has been added in preparation for future functionality which has not yet been implemented.

Allow Odd-Sized Local Images -- The software normally sizes inventory photos in a width-to-height ratio of 4:3. If you wish to store photos of other sizes, you must select this option. However, these odd-sized photos will not show on any web sites. This feature is useful if you wish to scan documents and attach the scanned document image to a vehicle.

Include Doc Fee In Profit -- dealerships differ in their business practices. Some wish to include their document preparation fees as part of their profit calculations while others do not. If you wish to include document preparation fees in your profit calculations, select this option.

Display Inventory Import -- selecting this option will display an inventory import option under the software's Maintenance menu. This option should only be used under the guidance of Friday Systems, Inc.'s technical support staff.

Default PAK -- Enter a dollar amount you wish to apply as a PAK cost to each vehicle you enter into your inventory. You may override this number on each vehicle.

Default Inventory Other Cost -- Enter a dollar amount you wish to apply as an additional cost to each vehicle you enter into your inventory. You may override this number on each vehicle.

TN Local Tax Base -- If you are calculating deals for the State of Tennessee, you will need to set a dollar amount for your local tax base. This dollar figure is the amount up to which your locality will tax. For example, your locality may collect tax on the first $1600.00, so you would then enter $1600.00 into this box.

TN Local Tax Rate (%) -- If you are calculating deals for the State of Tennessee, you will need to set a percentage for you local tax rate which will be calculated on the TN Local Tax Base amount. This amount varies depending on your local taxing authority.

   
Visit the Lot Wizard home page for more information about our Car Dealership Software.