• Welcome
• Program Features
  • Automatic VIN Decoding
  • Buy-Here/Pay-Here Processing
  • Custom Reporting
  • Document Printing
  • Deal Processing Screens
  • Easy Updates
  • Inventory Advertising
  • Inventory and Cost Tracking
  • Menu Selling
  • Web Site Integration
  • Window Stickers
• Hardware Requirements
  • Setting up the Okidata 320/321 Turbo
    • Okidata 320/321 Printer Settings
    • Okidata 320/321 Form Alignment
• Using Mouse Right Click Feature
• Installing The Software
• Backing Up Your Data
• Using The System
  • Getting Started
  • Basic Features
    • Drop Down Menus
      • Accounting Menu
      • Dealer Financing Menu
      • File Menu
      • Format Menu
      • Help Menu
      • Inventory Forms Menu
      • Maintenance Menu
      • Options Menu
      • Reports Menu
      • Tools Menu
      • Utilities Menu
    • Deal Processing
      • Processing a New Deal
        • Step 1: Start New Deal
          • Set the Sale Type
          • Enter Stock Number
          • Select Finance Source
          • State Fee Schedule
          • Enter a Customer
          • Select Customer Source
          • 'Use of Vehicle' Field
          • Enter Deal Number
          • Sale and 1st Payment Dates
          • Enter Salesperson(s)
          • Payment Information
          • Special Function Buttons
            • Amortization Schedule
            • Calculate Payment Button
            • Clear Calculations Button
            • Coverage Button
            • Deal Defaults
            • Disclosure Button
            • Gap Options Button
            • Insurance Options
            • Mark Section Complete
            • Print Quote
            • Rollback Item Button
            • Warranty Options Button
        • Marking Sections Complete
        • Step 2: Buyer Information
          • Entering a New Customer
          • Terrorist Watch List
          • Title Information
          • Recalling a Previous Customer
          • Entering a Business Customer
          • Entering Credit Information
          • Delivery Information
        • Step 3: Vehicle Information
        • Step 4: Trade Information
        • Step 5: Lienholder/Insurance Information
        • Step 6: Document Printing
          • Clearing Form Settings
          • Configuring a Form
          • Document Alignment
          • Document Questions
          • Form Defaults
          • TRIVIN
          • PDF Issues
        • Step 7: Wrap Up
          • Buy-Here/Pay-Here Collections
          • Calculating Salesperson Commissions
          • Collections At Delivery
          • Cost and Profit Calculations
          • Profit Report Recap Preview
      • Customer Quote
      • Deleting A Deal
      • Loading a Previous Deal
      • Deferred Down Payments
        • Scheduling Deferred Down Payments
        • Accepting Deferred Payments
        • Outstanding Deferred Payments
        • Deferred Receipts Report
      • Getting Credit Reports
        • 700 Credit
        • Credit Information VIA Web Portal
      • Menu Selling
        • Setting Up Menu Items
        • Arranging, Saving and Printing Menu
    • Deals & Quotes
      • Adjusting Column Width
      • List Filter
        • Quick Filter
        • Advanced Filter
    • Customer List
      • Add New Customer
      • Edit Customer
      • Merge Customer Records
      • Unmerging Customer Records
      • 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
      • Reminder
      • PDI Due Date
      • Commission Report
      • Modifying Due Dates
      • Calculating A Payoff
      • Entering Loans from Other Sources
      • Reconcile Web BHPH
    • Vehicle Details
      • Adding A Vehicle
        • Basic Detail Entry
          • Custom Information
          • Excluding Vehicles From Web Sites
        • Images / Descriptions
          • Adding Images
          • Editing Images
          • Additional Description
            • Vehicle Comment List
        • Web Specific
        • Purchasing Information
          • Entering Prices and Costs
          • Repair Orders
          • Supplier Information
        • Hold / Sold Information
          • Hold Vehicle
          • Sold Information
      • Loading a Vehicle
      • Deleting A Vehicle
      • Change Sold Status to Unsold
      • Find Vehicle by R.O.
      • Creating Customer Quotes
      • Printing Inventory Sheet
    • Inventory List
      • List Filters
        • Quick Filter
        • Advanced Filter
  • Advanced Features
    • Using Screen Filters
      • Standard Filter Options
      • Advanced Filter Options
      • Saved Filters
      • Deal Filter Fields
      • Inventory Filter Fields
      • Customer Filter Fields
    • Standard Reports
      • Disclosure Report
      • Amortization Schedule
      • Profit/Recap Report
      • Reserve Report
      • Sales Commissions
      • Vehicle Data Sheet
      • RO Summary Report
      • Sales Graph
      • Outstanding Deferred Pmts
      • Deferred Payment Receivables
      • Delivery Schedule
    • Custom Reports
      • Creating a Custom Report
      • Saving Custom Reports
      • Printing Custom reports
      • Creating a Printed Report
        • Title, Font and Paper Size
        • Adding and Deleting Fields
        • Report Preview
        • Sorting
      • Creating a Data Export File
        • Adding Fields
      • Loading a Custom Report
      • Deleting a Custom Report
      • Limiting Data in Custom Reports
      • Attaching a Filter
    • Creating Mailing Labels
    • Deal Report Fields
    • Inventory Report Fields
    • Customer Report Fields
    • 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
      • QP Adding Misc Fees
      • QP-Payoff
• QuickBooks Interface
  • Connecting to QuickBooks
  • Setting Up QuickBooks Accounts
  • Posting Deal Information To QuickBooks
• Maintaining System Informaton
  • Adding and Deleting Users
  • Automatic Stock Numbers
  • Credit Insurance
    • Modifying Insurance Types
    • Setting Credit Insurance Rates
  • Customer Source List
  • Dealership Information
    • General Dealer Information
    • Deal Entry Options
    • Inventory & System Options
    • Buy-Here/Pay-Here Options
    • Additional State IDs
  • Downloading Programs and Forms
  • Extended Warranty Maintenance
  • Finance Information
  • Floor Plan Rates Maintenance
  • Forms List Maintenance
  • GAP Plans Maintenance
  • Insurance Agent Maintenance
  • Option Lists Maintenance
  • Outside Lienholders
  • Permissions and Security
  • Salespeople Maintenance
  • State Fees and Taxes
  • Upload Inventory to Internet
  • Using Default Printers
• Frequently Asked Questions