Contents

Program Features

Document Processing Screens

Inventory and Cost Tracking

Automatic VIN Decoding

Document Printing

Window Stickers

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

Dealer Financing Menu

Inventory Forms Menu

Maintenance Menu

Accounting 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

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

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

Printing Payment Coupons

Customer Payments

Payment And Call Log History

Tracking Phone Calls

Receiving Payments

Edit/Delete Payment

Adding Other Charges

Receivables Report

Payment Receipt Report

Missing Receipt Report

Projected Cash Flow

Payment Due Statements

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

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

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

Standard Reports

Disclosure Report

Salesperson Commissions

Vehicle Data Sheet

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

Creating a Data Export File

Creating Mailing Lables

Report Preview Screen

Letter Writer

Creating a New Letter

Printing a Custom Letter

Quick Payment

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

Step 1: Start New Deal

To begin a new deal, click the New Deal button. You can also click on File in the menu bar and select New Deal from the drop-down menu.

The software will activate the Financial tab at the top, clear all fields on the screen, and prepare to process a new deal.

When the Financial tab is activated, it will be placed on top of the other tabs, and the Financial screen will be visible.

Converted from CHM to HTML with chm2web Pro 2.85 (unicode)