Search
Search:




Login
Settings
Help/Guide
About Trac


Wiki
Search
Wiki Navigation




Start Page
Index by Title
Index by Date
Last Change
X74.doc
Changes and additions to Comptron Parts & Service (P&S) Modules and F&I
Module, as a result of DCF X74.
NOTE!! The version number has been changed to Version 4.00.
****************************************************************************
*********************** F & I Changes **************************************
****************************************************************************
3.
The Sales Menu has changed:
- option 3, Qik-Quote (by John)
.............................................................................
..
Sales Menu
TWIN CITIES HARLEY DAVIDSON N.
Version
4.00
1441 85 AVE. N.E.
Updated:
1/01/2001
BLAINE, MN 55449
Select
1.
Deals
2.
Inventory
3.
Qik-Quote
' Exit
.............................................................................
..
3.1.
Sales Processing Menu has changed:
- option 6, Report Generator (by John)
- option 9, Payments (by Slim)
.............................................................................
..
Sales Processing Menu
Select
1.
2.
3.
4.
5.
6.
7.
8.
9.
New Deal
Search Deal
End of Day/Month
Forms Printing
Standard Reports
Report Generator
Credit Bureau
Maintenance (Sales)
Payments
' Exit
.............................................................................
..
3.1.1
New Deal Stock # Window has changed:
- the small pop-up window has been replaced with a full-screen
menu of Inventory Types; the Type has expanded from a 2-character
field to a 2-character + 2-digit field.
.............................................................................
..
Ln <N> Next <,> Home <'> Exit < >
<P> Prev <.> End
<L> List
Inventory Types
Ln Type
Name
-- ------------------1 MC00
Motorcycle
2 MC20
MU-HD (MISC)
3 MC21
MU-HD (TOURING)
4 MC22
MU-HD (SOFTAIL)
5 MC23
MU-HD (DYNA)
6 MC24
MU-HD SPORTSTER
7 MC26
MU-OTHER MC
8 MC30
MU-HD (USED)
9 MC32
MU-OTHER USED-MC
A AT00
All-Terrain
.............................................................................
..
3.1.1
Deal Financing screen with Time-of-Sale Acc:
- This is the default screen, which does not show the Invoice amounts.
.............................................................................
..
<I> Invoice <A> Add
< > Accept
< >
<T> Tax
<C> Change <d> Delete
Ln
-1
2
3
4
Ticket Tax Type Description
------ --- ---- -----------------------------026932 N AC00 PARTS AND ACCESSORIES
027366 Y AC00 WHEELS WITH LABOR
126932 N AC00 LABOR
226932 N AC00 SHOP SUPPLIES
Retail
-----------$3,733.44
$1,945.09
$1,176.00
$60.80
------------
Non-Taxable
$4,970.24
Taxable
$1,945.09
Taxes
$126.43
Total
$7,041.76
.............................................................................
..
- The Invoice Cost window has been removed. To access Invoice
Cost, press "I" and the following screen presents:
.............................................................................
..
<I> Invoice <A> Add
< > Accept
< >
<T> Tax
<C> Change <d> Delete
Ln
-1
2
3
4
Ticket Tax Type Description
------ --- ---- -----------------------------026932 N AC00 PARTS AND ACCESSORIES
027366 Y AC00 WHEELS WITH LABOR
126932 N AC00 LABOR
226932 N AC00 SHOP SUPPLIES
Cost
Retail
------------ -----------$3,733.44
$3,733.44
$1,945.09
$1,945.09
$1,176.00
$1,176.00
$60.80
$60.80
------------ -----------Non-Taxable
$4,970.24
$4,970.24
Taxable
$1,945.09
$1,945.09
Taxes
$126.43
Total
$6,915.33
$7,041.76
.............................................................................
..
3.1.1
Deal Financing, Roll Payments Window
- When the user selects Roll Payments, several options are presented.
Selecting one of these options will update the Deal Finance screen.
.............................................................................
..
Deal Financing BACKUP
Deal # 201041
Date
1/25/02 Customer
Salesman: DAVE COLEMAN
2nd Salesman:
6
Price
+ $17,685.00
Time-of-Sale Acc +
$7,041.76
Total Price
$ 24,726.76
SUNSHINE LEASING
Deposit Amount
Dep/Cash Due
Mgr #:
F&I #:
$
$2,625.33
374.67
Pick Amount
Trade Allowance
Defer Amount
Payoff on trade
+
Net Down+Pick+Defer $
3,000.00
Cash Down
$3,000.00
+--------------------------------------------+Lender
HDC
| Select Item or <'> Exit
< >
|Interest Rate
12.99
| Addition
$1,246.00 is required for |# Payments
48
| requested payment of
$550.00 |
|
|Finance Amount
$21,751.76
| 1. Trade In
|Monthly Payment
$583.43
| 2. Cash Down
4. Interest ( 9.83)
|Due on ( 30 Days)
2/24/2002
| 3. Def Down
5. # Payments ( 51)
|
+--------------------------------------------+C-Life Premium
Insurance Type
Acc Health Prem
OTD
$ 24,751.76
Total Ins Prem
.............................................................................
..
3.1.3
F&I End of Day Menu
- option 1, Recap & Finalize (now creates end-of-day transactions)
- option 2, End-of-Day Report (new, by Slim)
- option 3, Reprint End-of-Day (new, by Slim)
- option 4, End-of-Month Report (new, by Slim)
- option 5, Transactions History Report (new, by Slim)
.............................................................................
..
F&I End of Day Menu
Select
1.
Recap & Finalize
2.
End-of-Day Report
3.
Reprint End-of-Day
4.
End-of-Month Report
5.
Transactions History Report
' Exit
.............................................................................
..
3.1.3.1 Recap & Finalize
- When a deal is finalized, a daily transactions file is updated
in preparation for end-of-day processing.
.............................................................................
..
Finance Reserves
<S> Search
<C> Change <'> Exit
< >
<I> Invoice <P> Print
<F> Finalize
RECAP
Deal #: 204057
Customer: STEPHEN J GALL
Lender:
HDC
STATUS: SOLD
Points
% Fin Amount
$
21,614.00
Sell Rate 10.99% Buy Rate 6.50 % Fin Reserve
$
970.47
ITEM: 1999 H-D
RESERVE
Price
252.96
Cost Acc.
719.89
Inv/ACV
745.00
RO/Frt/Prep
1,717.85
Total Cost
Dealer Pack
2,688.32
Adjustments
Deal Gross
19,483.56
FXR3
$19,995.00
$511.44
F&I Items:
PREMIUM
COST
$459.93
$206.97
$
AH Ins.
$1,308.89
$589.00
$
Ext Ser/PPM
$1,499.00
$754.00
$
Col/VSI
Totals:
$3,267.82
$1,549.97
$
CL Ins. (S)
$511.44
TRADE:
$ 19,483.56
1st
2nd
Allow
ACV
O/U Amt
F&I Profit $
SLsm Comm
Mgr Comm
Sale Profit $
COMM:
Comm
Bonus
25.00
Totals:
SLSM
5
SLSM
MGR
F&I MGR
F&I Comm
Doc Fee
$
Dlr Pack
Total Profit
$
22,196.88
.............................................................................
..
3.1.3.2 End of Day Report
- This program is similar to End-of-Day for Parts & Service.
- When the Sales End of Day is run, the daily transactions are
saved for subsequent reprints, and for end of month and history
reporting. See Sales End-of-Day Defaults for descriptions of
the available reports.
- For customers with with accounting integration, transactions will
automatically roll into Real World Accounting.
.............................................................................
..
End of Day Report
Company 00
Logon: slim
Select < >
1.
Today
2.
Previous
' Exit
.............................................................................
..
3.1.3.3 Reprint End-of-Day
- If the user needs to reprint end-of-day reports, the reports
can be selected by date (format: year.month.day.hour.minute).
- The same reports as are selected in the Sales End-of-Day Defaults
will be printed.
.............................................................................
..
F&I End of Day Reprints
+-----------------------------------------+
|
<#> Ln
<'> Exit
< > |
|
|
|-----------------------------------------|
|
|
|
1
fieday.2002.05.01.17.16
|
|
2
fieday.2002.05.02.17.11
|
|
3
fieday.2002.05.03.17.17
|
|
4
fieday.2002.05.04.17.13
|
|
5
fieday.2002.05.06.17.18
|
|
|
|
|
+-----------------------------------------+
.............................................................................
..
3.1.3.4 Sales End of Month Report
- This is similar to End of Month for Parts and Service.
.............................................................................
..
Sales End of Month Report
Company 00
Logon: slim
Is this the End of Month? <Y or N>
< >
.............................................................................
..
- The user selects the ending date for the end of month. (The
starting date is "remembered" from the last end of month).
.............................................................................
..
< > "Last"
Sales End of Month Report
Company 00
Logon: slim
Starting Date
4/30/2002
Ending Date
5/31/2002
Ending Date
Format: mm/dd/yyyy Example: 1/15/2001 or <T> Today
.............................................................................
..
- Next, the user selects which reports to include with the end
of month. These are then "remembered" for the next end of month.
.............................................................................
..
Ln <'> Exit < >
Sales End of Month Report
Company 00
Logon: slim
1. Transaction List
N
2. Commission Report
Y
3. Customer Report
N
4. Financing Report
N
5. Accessories Report N
6. Fees Report
N
7. Sales Recap Report N
8. Taxes Report
N
9. Trade In Report
N
A. Profit Report
N
.............................................................................
..
- Lastly, confirm that this is the month end desired, or exit.
.............................................................................
..
Sales End of Month Report
Company 00
Logon: slim
1.
2.
3.
4.
5.
6.
7.
8.
9.
A.
Dates:
Transaction List
Commission Report
Customer Report
Financing Report
Accessories Report
Fees Report
Sales Recap Report
Taxes Report
Trade In Report
Profit Report
4/30/2002 thru
N
Y
N
N
N
N
N
N
N
N
5/31/2002
< > Continue <'> Exit
< >
.............................................................................
..
- The reports that are printed are the same format as for end of
day, but include all transactions for the specified period.
3.1.3.5 Transaction History Report
.............................................................................
..
Transaction History Rpt
Select
1.
Select Transactions by Date
2.
Reprint Previous Month-end
' Exit
.............................................................................
..
- Select Transactions by Date is similar to End-of-Month Reports,
except the user can select for any period of time. This is
useful for making quarterly or annual reports.
- Reprint Previous Month-End allows you to select a previous
month end to reprint (listing most recent down to oldest).
.............................................................................
..
Ln <'> Exit < >
Transaction History Rpt
Ln
1
2
3
4
5
Start Date
5/31/2002
4/30/2002
3/31/2002
2/28/2002
1/31/2002
End Date
6/30/2002
5/31/2002
4/30/2002
3/31/2002
2/28/2002
.............................................................................
..
3.1.5
Deal Reports Menu
- option 7, Sales Totals
- option 8, Penetration (by Slim)
- option 9, Accts Receivable (by Slim)
.............................................................................
..
Deal Reports Menu
Select
1. Pending
2. Sold
3. Recapped
4. Profit/Costs
5. Commissions
6. History
7. Sales Totals
8. Penetration
9. Accts Receivable
' Exit
.............................................................................
..
3.1.5.7 Sales Totals
.............................................................................
..
F&I Sales Total (not finalized)
Select Output
<P>
<P>
Send to Printer
<S> Display on Screen
.............................................................................
..
- The user has several sort choices for this report.
.............................................................................
..
F&I Sales Total (not finalized)
Select
1.
2.
3.
4.
Deal Number
Customer Name
Lender ID
Deal Status
' Exit
.............................................................................
..
- It is up to the operator whether or not to include Back-up deals.
.............................................................................
..
Include Back-up (Y/N) <N>
.............................................................................
..
- The operator can run this report for all deals, for a date range,
or for a range of lenders.
.............................................................................
..
F&I Sales Total (not finalized)
Select
1.
2.
3.
All
Deal Date
Lender
' Exit
.............................................................................
..
- Lenders are selected from a window.
.............................................................................
..
<'> "First"
F&I Sales Total (not finalized)
+------------------------------------------------------------+
|
Ln <N> Next <H> Home <'> Exit < >
|
|
<P> Prev <E> End
|
|
|
| Ln ID
Lender's Name
APR
Days/1st |
| -- ----- ------------------------------ ------ -------- |
| 1 BREM
BREMER BANK
10.00
0
|
| 2 CASH
0.00
0
|
| 3 FFSB
FIRST FEDERAL SAVINGS BANK
10.00
0
|
| 4 FUN
CONSECO FINANCE
12.50
30
|
| 5 HDC
HARLEY-DAVIDSON CREDIT
12.99
30
|
| 6 MBTFC MINNESOTA BUILDING TRADES FCU
10.00
0
|
|
|
+------------------------------------------------------------+
Starting Lender
.............................................................................
..
- The user confirms their selection.
.............................................................................
..
F&I Sales Total (not finalized)
Starting Lender HDC
Ending Lender
HDC
< > Continue <'> Exit
< >
.............................................................................
..
3.1.5.8 Sales Penetration Report
- The user can select New, Used, or All units for the report.
.............................................................................
..
F&I Sales Penetration Report
Select
1.
2.
3.
1
All Units
New Units Only
Used Units Only
' Exit
.............................................................................
..
- The user can further refine the report by selecting a date
range, lender, salesman, or F&I manager. The lender, salesman,
or F&I manager are chosen from a pop-up window.
.............................................................................
..
F&I Sales Penetration Report
Select
1.
2.
3.
4.
Deal Date
Lender
Salesman
F&I Manager
' Exit
.............................................................................
..
- Selecting the start and end lender from a window.
.............................................................................
..
F&I Sales Penetration Report
+------------------------------------------------------------+
|
Ln <N> Next <H> Home <'> Exit < >
|
|
<P> Prev <E> End
|
|
|
| Ln ID
Lender's Name
APR
Days/1st |
| -- ----- ------------------------------ ------ -------- |
| 1 BREM
BREMER BANK
10.00
0
|
| 2 CASH
0.00
0
|
| 3 FFSB
FIRST FEDERAL SAVINGS BANK
10.00
0
|
| 4 FUN
CONSECO FINANCE
12.50
30
|
| 5 HDC
HARLEY-DAVIDSON CREDIT
12.99
30
|
| 6 MBTFC MINNESOTA BUILDING TRADES FCU
10.00
0
|
|
|
+------------------------------------------------------------+
.............................................................................
..
- Selecting the salesman or F&I manager from a window.
.............................................................................
..
F&I Sales Penetration Report
+--------------------------------------------------------------+
| Ln Number <'> Exit <Pg-Dn> <Pg-Up> <HOME> First
<
> |
| Ln Salesman Name
Code
Type
|
|
1 DAVE COLEMAN
005
SALESMAN
|
|
2 JIM KNEPPER
001
SALESMAN
|
|
3 BOB KNEPPER
002
SALESMAN
|
|
4 PATRICK KUELBS
006
FI MNGR
|
|
5 RICH AMBROOKIAN
004
SALESMAN
|
|
6 TOM ROBINSON
003
SALESMAN
|
|
|
+--------------------------------------------------------------+
.............................................................................
..
3.1.5.9 Accounts Receivable Reports
- In some cases, a Sale generates 1 or more accounts receivable for
the business. F&I A/R are discussed in greater detail later.
These accounts receivable are reported thru this menu.
- The summary report gives a total of F&I A/R for each accounts
receivable type.
.............................................................................
..
Sales Accounts Receivable Reports
Select
1.
Summary
2.
Detail
3.
History
' Exit
.............................................................................
..
- The detail report allows selection of particular A/R type,
as well as for a range of dates.
.............................................................................
..
Outstanding Sales Receivables - Detail
Select
1.
2.
3.
4.
5.
6.
7.
All Accounts
Customer
Contracts in Transit
Finance Reserve
Mfr/Dealer Rebate
Mfr Holdback
Single Account
' Exit
.............................................................................
..
- The history report forces the user to select a particular account,
and a date range.
.............................................................................
..
Ln <S> Search <'> Exit
< >
Sales Accounts Receivable History
Ln Name
Type
Date
Total
1 DOUBLE H/CAROLINA
VENDOR
05/22/02
$1,333.322 GALL, STEPHEN J
CUSTOMER 05/10/02
$411.00
3 HARLEY-DAVIDSON CREDIT
LENDER
05/07/02
$42,079.86
4 HARLEY-DAVIDSON INC.
VENDOR
05/07/02
$1,322.21
5 SHOVLIN, STEPHEN J
CUSTOMER 05/22/02
$2,222.20
6 STUTELBERG, DUSTIN J
CUSTOMER 05/07/02
$97.00
7 WELLS FARGO BANK, N.A.
LENDER
05/22/02
$14,727.90
.............................................................................
..
3.1.8
Sales Maintenance
- option 1 and option 7 (wording changes)
- option 5, Credit Cards (changed)
- option 9, End-of-Day Report Defaults (new, Slim)
.............................................................................
..
Sales Maintenance (Main Menu)
Select
1.
2.
3.
4.
5.
6.
7.
8.
9.
Sales Staff
Lender
Insurance
Taxes
Credit Cards
Service Contracts
Sales Defaults
Maintenance
EOD Report Defaults
' Exit
.............................................................................
..
3.1.8.5 Credit Cards
- This file has been simplified.
- There are 6 default Credit Cards defined by Comptron.
- There are 9 user-definable Credit Cards available, coded as
Z1 through Z9.
.............................................................................
..
<N> Next <H> Home <C> Change
< >
<P> Prev
<E> End
<'> Exit
Credit Card File
Ln Credit
No Card Company Name
-- ------ -----------------------------01
AX
AMERICAN EXPRESS
02
CB
CARTE BLANCHE
03
DC
DINER'S CLUB
04
DS
DISCOVER
05
MC
MASTERCARD
06
VS
VISA
07
Z1
08
Z2
09
Z3
10
Z4
11
Z5
12
Z6
13
Z7
14
Z8
.............................................................................
..
3.1.8.7 Sales Defaults
- There is no System Defaults Menu. The Account Numbers Default
file is now accessible to Real World Integration customers only,
from the "cdutil" menu.
- The "No of Months to Keep Deal:" field controls how many months
of deal history remains available for reports and research.
Comptron recommends that this value be set to 25, providing 2 full
years of on-line sales data. Dealerships can set this higher if
more history is desired.
.............................................................................
..
<C> Change
<'> Exit
< >
Sales System Default File
Payments:
Number Payments
Type Payment (MONTHLY)
Saleman #1 Split %
Saleman #2 Split %
48
1
Taxes:
State
County
City
Inv Tax
(Y/N)
Y
N
N
N
Lieu Fees(.9999) % .0000
Insurance:
Dealer Number: 20067
Type
(NO INSUR)
0
No of Months to Keep Deal:
36
CL/AH Ins Co
Inv Type:
Coll/Comp Ins Co
Lender:
Tax Cap Amount:
Lender ID
HDC
Tax Cap Options
Lender Name
HARLEY-DAVIDSON CREDIT
Dealership:
Name:
TWIN CITIES HARLEY DAVIDSON N.
Address:
1441 85 AVE. N.E.
City:
BLAINE
State: MN Zip: 55449
Phone:
(763) 786-9079
County: ANOKA
.............................................................................
..
3.1.8.9 End of Day Defaults
- This is similar to the End of Day defaults for Parts & Service.
- Selected reports will be printed during End-of-Day processing.
- Cash Out Work Sheet (not used)
- Transaction Listing (new)
(Yes/No)
- Commission Report
(new)
(Yes/No)
- Customer Report
(new)
(Yes/No)
- Financing Report
(new)
(Yes/No)
- Accesories Report
(new)
(Yes/No)
- Fees Report
(new)
(Summary/Detail/None)
- Detail Listing
(not used)
- Sales Report
(new)
(Summary/Detail/None)
- Sales Tax Report
(new)
(Summary/Detail/Both/None)
- Trade-In Report
(new)
(Summary/Detail/None)
- Profit Report
(new)
(Yes/No)
.............................................................................
..
<C> Change <'> Exit
< >
F&I End of Day Defaults
Ticket Reprints to Keep
N
500
Accessories Report
Backup System
N
Y
Fees Report
Accounting Integration
N
Y
Detail Listing
Cash Out Work Sheet
N
N
Sales Report
Transaction Listing
N
N
Sales Tax Report
Commission Report
N
Y
Trade-In Report
Customer Report
N
N
Profit Report
Financing Report
N
.............................................................................
..
3.1.9
Sales Payments Menu
- This is a new menu providing for collection money into the sales
department.
.............................................................................
..
Sales Payments Menu
Select
1.
Deposits/Refunds
2.
Finalized Receivables
' Exit
.............................................................................
..
3.1.9.1 Deposits/Refunds
- Deposits/Refunds is for accepting deposits or issuing refunds on
deals that have not been finalized.
- The Deal to deposit to can be searched by deal number or by
customer name.
.............................................................................
..
<'> Exit </> Search
Find Sales Deal
Deal Number ______
.............................................................................
..
- Searching by Deal Number
<D> Deal# <N> Name
.............................................................................
..
Select Search Type
+-------------------------------------------------------------------+
|
Ln <'> Exit <N> Next <P> Prev <H> Home <E> End
< >
|
|
|
| Ln Deal No Customer Name
Status
Date
|
|----------------------------[Page 002]-----------------------------|
|
1
204041 GRAVICH, JOSEPH
SOLD
4/13/2002 |
|
2
204049 RINECK, GAIL
BACKUP
4/16/2002 |
|
3
204051 BRATSCH, TROY
SOLD
4/18/2002 |
|
4
204052 STEWARD, BRUCE
BACKUP
4/16/2002 |
|
5
204054 MUELLER, ROBERT
SOLD
4/17/2002 |
|
6
204056 ADAMS, DENNIS
BACKUP
4/18/2002 |
|
7
204057 GALL, STEPHEN
SOLD
4/19/2002 |
|
8
204059 MILLER, SCOTT
BACKUP
4/20/2002 |
|
|
+-------------------------------------------------------------------+
.............................................................................
..
- Searching by Customer Name:
.............................................................................
..
Enter Search Name
Last Name MILLER
.............................................................................
..
- Once a Deal/Customer has been selected:
.............................................................................
..
Deal Payment
Deal # 204059
Date
4/20/2002
Customer
Last Name
First Name
MILLER
SCOTT
MI A
Status: BACKUP
Used
Ln Stk # ID Number
New Yr Make
Model
Color
-- ------ ----------------- --- -- ---------- ---------- ----------01 NH2212 1HD1PDC1X2Y952986 N 02 H-D
FLHRSEI
PURPFLAME
$29,995.00
--------
Total Sale Price
$31,996.18
Payments/Deposits
$500.00
Balance Due
$31,496.18
.............................................................................
..
- Making a Deposit/Refund against a deal also generates transactions
that will be included in the next End-of-Day.
.............................................................................
..
<D> Deposit
<R> Refund
<'> Exit
< >
Total Amount Due
Date
5/24/2002
5/24/2002
4/20/2002
Type
Deposit
Deposit
Deposit
$2,000.00
Amount
$350.00
$500.00
$500.00
Payment Form
CHECK
CASH
VISA
43253
1111-2222-3333-4444
Received to Date
$1,350.00
Balance Due
$650.00
.............................................................................
..
- Selecting the payment form occurs in a pop-up window:
.............................................................................
..
Total Amount Due
$31,996.18
Date
Type
Amount
Payment Form
5/24/2002 Deposit
$350.00
5/24/200 +--------------------------------------------------+
4/20/200 |
Ln
<'> Exit
< >
|
|
|
Receiv |Select Deposit Type
|
B |
Type Name
|
|
AC ACCOUNT
|
|
CA CASH
|
|
CK CHECK
|
|
AX AMERICAN EXPRESS
|
|
CB CARTE BLANCHE
|
|
DC DINER'S CLUB
|
|
DS DISCOVER
|
|
MC MASTERCARD
|
|
VS VISA
|
|
|
+--------------------------------------------------+
.............................................................................
..
- Once payment has been collected, the user has the option to print
a deposit receipt.
.............................................................................
..
Print Deposit Receipt? <Y/N> < >
.............................................................................
..
3.1.9.2 Finalized Receivables
- Finalized Receivables is for accepting payments, issuing refunds,
and making corrections to the F&I A/R accounts.
- F&I A/R accounts can be of several specific types:
- Customer:
Pick Amount
Defer Down Amount
Deposit accepted on Account
- Lender:
Finance Reserve
Contract in Transit
- Vendor:
Holdback Amount
Manufacturer to Dealer Rebate
Manufacturer to Customer Rebate (as down pmt)
- The user begins by selecting the search sequence within the F&I
A/R file.
.............................................................................
..
Search for Sales A/R Account
Select
1.
Name
2.
Account
3.
Deal
4.
Ticket
' Exit
.............................................................................
..
- The main screen displays a summary of the F&I A/R account's current
status. To make a payment or issue a refund select Accept.
.............................................................................
..
< > Accept <N> Next <P> Prev <S> Search <H> History <'> Exit
< >
Sales A/R
Name
433563
Account
WELLS FARGO BANK, N.A.
Address
LENDER
P.O. BOX 7746
Deal 204053
Ticket
WFB
BOISE, ID
Phone
$151.46
Account Type
83707
800-559-3557
Total Fin. Reserve
Total In Transit
$7,212.49
.............................................................................
..
- When making a payment, the user selects which line item to pay
against.
.............................................................................
..
Line Number or <'> Exit
< >
Sales A/R
Name
433563
Account
WELLS FARGO BANK, N.A.
Address
LENDER
P.O. BOX 7746
Deal 204053
Ticket
WFB
BOISE, ID
Phone
$151.46
Account Type
83707
800-559-3557
Total Fin. Reserve
Total In Transit
$7,212.49
Ln Deal # Ticket Customer Name
Trans Date
Amount
Description
1 204053 433563 SHOVLIN, STEPHEN J
05/22/2002
$151.46
Fin.Reserve
2 204053 433567 SHOVLIN, STEPHEN J
05/22/2002
$7,212.49 Contract
.............................................................................
..
- The line item detail is shown, and the user enters the payment
information.
.............................................................................
..
Sales A/R
Name
433563
Account
WELLS FARGO BANK, N.A.
Address
LENDER
P.O. BOX 7746
Deal 204053
WFB
BOISE, ID
Account Type
83707
Ticket
Phone
$151.46
800-559-3557
Total Fin. Reserve
Total In Transit
$7,212.49
Payment(s)
Money
Check
$7,363.95
Visa card
Mastercard
$7,212.49
Other card
Correction
$7,212.49
Total Payment
$151.46
Amount
$7,212.49 #12321
Total Balance
Payment Amount
Total Amt. Rcv'd.
$7,212.49
New Total Balance
< > Accept <'> Correct <U> Undo
< >
.............................................................................
..
- The History option displays all account detail for this F&I
A/R account.
- The history data can be printed by selecting the Report option.
The report will be selected by range of dates and by a range of
deal numbers.
- The Toggle option switches between Description and VIN data.
.............................................................................
..
<T> Toggle <S> Search <R> Report <'> Exit
< >
Sales A/R
Name
WELLS FARGO BANK, N.A.
Deal 204053 Ticket
433563
Account WFB
------------------------------ Sales A/R History -----------------------------Deal
Ticket Customer
Date
Charge
Payment VIN
204053 433563 SHOVLIN,STE 05/22/02
$151.46
$0.00 1HD1CAP112K147370
204053 433567 SHOVLIN,STE 05/22/02
$7,212.49
$0.00 1HD1CAP112K147370
204053 433567 SHOVLIN,STE 05/24/02
$0.00
$7,212.49 1HD1CAP112K147370
<T> Toggle = View Description
.............................................................................
..
****************************************************************************
*********************** Parts & Service Changes ****************************
****************************************************************************
1.0.3
Customer File
- The menu has changed to include an option for viewing a customer's
F&I A/R information.
.............................................................................
..
<N> Next <P> Prev <A> Add <V> Vehicle <F> F&I <'> Exit
< >
Customer File <S> Search <C> Change <d> Delete <L> Label <M> Memo
L-Name STUTELBERG
21437
F-Name DUSTIN
Initial J
SSN
475-04-1808
DOB
6/11/1980
Dr Lic 334155441437
Lic State MN
Spouse JOSEPH T STUTELBERG
Attn
Addr
836 COON RAPIDS BLVD EXT
City
COON RAPIDS
County ANOKA
State
MN
Zip Code 55433
Hm Phone 763-443-8375
Fax #
Wk Phone 763-781-6919
Wk Ext
Cellular
Pager #
E-Mail
4/19/2002
Remark
Alert
Customer #
Age
21
Tax ID #
Tax Code
Discount Type <R>
Discount %
Account Type <N>
Credit Limit
Amount Charged
Amount Paid
Balance
Credit Avail
Last Charged
Last Credited
Date Added
Retail
None
Last Sale
F&I Balance
$97.00
1
2
3
4
5
6
7
8
9 10
Category
Vehicles Model
Yr Make
1
XL1200C
02 H-D
.............................................................................
..
- When the F&I option is chosen, the customer's F&I A/R detail
history is displayed.
.............................................................................
..
<'> Exit
< >
L-Name
21437
F-Name
$97.00
STUTELBERG
DUSTIN
Customer #
Initial
J
F&I Balance
Deal
Ticket
Date
Charge
Payment VIN
204058 433545
5/01/02
$350.00
$0.00 1HD1CGP102K145175
204058 433545
5/03/02
$0.00
$60.00 1HD1CGP102K145175
204058 433545
5/03/02
$0.00
$16.00 1HD1CGP102K145175
204058 433545
5/08/02
$0.00
$27.00 1HD1CGP102K145175
204058 433545
5/08/02
$0.00
$38.00 1HD1CGP102K145175
204058 433545
5/08/02
$0.00
$49.00 1HD1CGP102K145175
204058 433545
5/15/02
$0.00
$63.00 1HD1CGP102K145175
.............................................................................
..
Download in other formats:

Plain Text
Powered by Trac 0.10.3
By Edgewall Software.
Comptron will make you money