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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Uploading the Inventory to the Internet



You may elect to upload your inventory to Friday Systems, Inc.'s server. Once on Friday Systems, Inc.'s server, your inventory will be posted to our vehicle advertising web site. If you have also purchased a dealership web site package with Friday Systems, Inc., your inventory will also be posted to your web page. Additional postings to other Internet sites will also be made as they become available.

Note: Only unsold vehicles will be uploaded unless you specify that you would like sold vehicles to be sent. You specify this option in the Dealership Information window.

To upload your inventory to Friday Systems, Inc.'s server, you must first have an established Internet connection. Some users may need to manually establish a connection, especially if using a dial-up service. Without an established Internet connection, you will not be able to upload your inventory. If you use DSL or a cable modem, you generally do not need to take any further steps to establish an Internet connection.

Once you have an established Internet connection, click on Utilities in the menu bar and select Internet Stock Transfer from the drop-down menu.


The software will then display the Inventory Upload screen. This screen will display a listing of the inventory ready for upload to the Friday Systems, Inc.'s server as well as a count of the number of vehicles in the listing. Checkboxes appear in each vehicle listing to tell the software you want to upload the pictures for this vehicle. The software will automatically select and check off some of these boxes for you, particularly if a vehicle's pictures have been modified since the last time you uploaded your data to Friday Systems, Inc.'s servers. If you wish to not send pictures for a certain vehicle, make sure the picture checkbox in that vehicle's listing is not checked. If it is, simply click the checkbox to uncheck it.

You will also have the option of transmitting new pictures only, pictures added within a certain number of days (which you specify), or all pictures.

Note: Select All Pictures only if you notice your are missing pictures on your website. Uploading many pictures consumes Internet resources and may take some time, especially if you are using a dial-up connection and not a high-speed internet connection such as a T1, DSL, or cable modem.


To complete the upload process, click the Upload button. The software will package your inventory and pictures into a compressed file and then upload that file to Friday Systems, Inc.'s servers for further processing. Sometimes, firewall and other security software prevent the program from uploading properly. If you find that your program has been uploading for quite some time and is not responding, or if you notice that your inventory is not being displayed/updated on the Internet, please check to see if your firewall software is blocking the program. In some instances, you may need to have the program work through the same connection as a web page, especially if you can access web pages with a web browser but cannot upload vehicles from the program. If you want to use this web page connection, check the HTTP Transfer box before clicking the Upload button.

Don't forget -- if you needed to manually establish an Internet connection to upload your inventory, be sure to disconnect from the Internet once you have completed the upload.

   
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