Home

View HomeRun User Manual

Contents

1. 13 Home DIE COTY as ee RE tee a as 14 Lables and Reports Directories AUR qm Wenn Rame ee eee aad 14 HomeRun XL Car Dealer Software OBContents e i Installing HomeRun XL on a LAN e e a e E e a a i 14 REVIEW Re ES 14 DJ Le3SEOUI hb Pe 17 SOME THINGS YOU SHOULD KNOW osese 17 HOMERUN XL DIN 17 HOMERUN XL FORM TOOLBAR CONTROLS eee een eene enne nnn nnn nnn nennen 18 SHORTCUT MENUS reete ett eee ee e etes ee exte Pee bee e Pe epe eu ced eie 18 ESCAPING FROM INVALID DATA testen Eee Ex eei ed 18 SPECIAL KEYS Bok cde aed H PEEPEEUPERI 18 WHERE TO GO FROM HERE eco Bev tas e Pee en ease ee 19 OVERVIEW T 21 HOMERUN XL OVERVIEW 21 WHAT IS HOMERUN XL 0 cccsceesssesesssesssesssssssesesesesesesesesssesesesesesesesesseesesesseeseseseseseseseeesssesessseeeseessenseeess 21 WHY YOU NEED HOMERUN XL ccccccceceeseseseseseseseseseseseseseseseseseseseseseseseseseseseceseseseseseseseseseseseseseseeeseeees 22 HOMERUN XL WELCOME 22 HOMERUN XL 23 EIEE MENU
2. MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA 2002 MTO Registration Brand None v Out of Province Vehicle 15 Odometer Faulty Broken Replaced or Roll Back 7 U S Vehicle If Yes See section1 on Reverse and Check appropriate box here 11 is checked show previous odometer reading 125452 Label 1 Manitoba jew Yor And Date of Previous Reading 05 04 2009 C Mia v 1B If yes identify Province s or State s Daily Rental Damage Water Damage Anti Lock Brakes Inoperable Air Bags Missing Inoperable Polution Control Inoperable HAS VEHICLE EVER BEEN DECLARED ATotal Loss by an Insurer Theft Recovery Any Other Disclosure Manufacturer s Warranty Cancelled None Any Body Panels Painted or Replaced Police Cruiser v Emerg Service Vehicle Taxi or Limo Does Vehicle require repairs to suspension frame Structural Parts Damaged Altered or Repaired Any previous damage repaired exceeding 3000 Have Manufacturer s badges or decals been changed If Yes to any of the above Give Details Details Fill in the information on this form that pertain to this vehicle HomeRun XL Car Dealer Software 6BData Entry e 71 Update Car Stock Once you finish filling and sav
3. Ontario History Check Can Check HomeRun XL Car Dealer Software 6BData Entry e 49 Status Field Menu Legend Legend Description Purpose A Available Means that the particular vehicle is on the lot and available for sale P Purchased When a vehicle is added to the Inventory through the Wholesale Purchase form it is marked as with a n this way you can go in to add the additional information and get the car ready for sale Once available for sale the Status field should be changed to A R Returned This vehicle was added to Inventory but was returned to the Originating source 5 Sold This vehicle was sold Retail T Trade in This vehicle was taken as a trade in W Wholesale This Vehicle was sold Wholesale to another Dealer You can add additional items to this list by selecting the Status Item from the support table menu item on the Data gt Lookup Tables gt Status from the main menu Purchasing Information On this tab you will have information on whom you acquired the Vehicle from If you acquired this particular Vehicle as a trade in the vehicle will be added to the table from the Bill of Sale screen and will be marked with Status of T The purchasing information will automatically be entered on this screen from the Bill of Sale form If the Vehicle was purchased Wholesale and entered via the Bulk Purchase or Wholesale Buy Form the information will be
4. I storis toissa siS 1 WELCOME A E A tate a aar 1 WHY USE HOMERUN XL DEALER 1 WHO SHOULD USE HOMERUN XL CAR DEALER 2 IW HEN Y OU NEED HELP rici c meinen eame Ra E 2 HOMERUN XL CAR DEALER SOFTWARE TECHNICAL SUPPORT 2 New User Support caen e t Ur e PRU Pene En ridic ne eaae e ort dns 2 HomeRun XL Car Dealer Software Web http www homerunsoftware net eese 3 HomeRun XL Product Maintenance eese 3 HomeRun XL Product Upgrades a aod ei rete eee 3 HomeRun XL Priority Support eee enne tenen enne ee nennen nennen teen then nennen nennen enne nennt 3 HomeRun XL Bue Reports sete EUER ede cR e be e re PER 4 TERRORS 5 aree ete Ve HR eU rave ee etta i mien CRAVE 4 VISUAL FOXPRO AND VISUAL PROMATRIX vovere i ra EEE E E EAEE EASE eE ieis 4 WHERE TO GO FROM HERE 4 INSTALLATION ec 5 HOMERUN Xs INSTALLATION EXE PUER Re 5 BEFORE YOU BEGIN INSTALLATION ccccsessscecececeesessecececececsenauececcceceeaaececececeeneaaeeecececseseseaeceeeeseeesnaaeees 5 Hardware and System Re
5. tosta sene ta sesto sees suse tasse tasso 79 GAIA 79 ADMIN TOOLS E 79 ERRORS in rera r E E E A D be batte a ar EO NESS 79 EZrTOrS Report Asse A E T 80 ErrorscManagementa ui ues ea eto CR a pete DU E Pere IRES 80 REINDEX TABLES UTILITY enit e E SE P HERR EIC 81 hod D BEIM ceased bassensssobsdecteasdenusscunacdtonsecavssesssedacsassebenebocasdesaasecbseseceds s 82 OVERVIEW p S 82 TURNING ON SECURITY o e Id OR ge eti RH rm aie 82 Setting Up the System Supervisor eph ite tu de tien een de EEEE 64 Setting UP OMER iis eere e pe ORE trn eee ERU PUE I pent 64 USER ACCESS SECURITY 5 2 nette etie oo E te I E IP UD FEE tus A text ree EI pe eee exe utn 85 User TO BUN stes e pp Og ee etes Reus us ves oeste egest 85 NOW PassSWwOtd eei ex d 85 Password 86 ERTA inc Boeck sak ERO a estuve tebicqesepetesete ye vett eene pt cd typons te lenem pepe qe pre 67 New User Log In FOr TN First Time ie aede nate dene tee Rege ies 69 Security RepOFis Ut Re WP E det Det a ue tere pete e UA Ee oU E de 69 ACCESS LEVELS SECURITY Er FOREN 90 MENU SECURITY V 91 Assigning Menu Perm
6. i The HomeRun XL Form Toolbar provides controls that let you view and manage the data in the HomeRun XL tables HomeRun XL toolbar controls let you navigate through the records search for records change the record order add records delete records and save changes to records The control buttons have pictures or icons that represent their functions The HomeRun XL Form Toolbar controls are shown below Note Holding your mouse cursor over any toolbar buttons will display a description of these buttons Group Previous Delete 7 22S DBS xX ee E A nc m ave Close Delete New Filter Next The next two pages provide brief descriptions of each Form Toolbar control The Find Locate Filter Order and Group Delete controls are described in more detail in following sections Editing Data When a form is activated in HomeRun XL you may enter changes directly into the fields on the form You click the Save button on the toolbar to save your changes If you try to leave the current record without saving your changes HomeRun XL prompts you to save your changes Toggle Controls The Parent Mode and Filter buttons are toggles As described in the table on the following pages the pictures on these controls change to show whether the status of the control is On or Off HomeRun XL Car Dealer Software 6BData Entry e 31 32 6BData Entry Toolbar Menu Options The Edit and
7. 1 This VIN is Not valid If you want to copy the VIN to another Windows program simply click the Copy button and the VIN as entered will be copied to the Windows Clipboard You can then simply paste it in your other document etc Check Duplicate VIN Let s say that you sold a vehicle to a Client The Client was so happy with his purchase and the service received that he returns to buy or trade for another vehicle You want to check the information on what will now be his trade vehicle Simply enter the VIN in this form and program will give you the original stock number of this vehicle S Check Duplicate VIN Enter VIN to find indows Flyer 78 6BData Entry HomeRun XL Car Dealer Software Administrative Tools Overview Admin Tools Errors This chapter describes the HomeRun XL administrative tools that aren t described elsewhere in this User s Guide This includes e Error Handling See Errors on page 79 e Pack Tables Utility See Reindex Pack Tables Utility Regardless of how extensively a developer tests software errors occur Consequently HomeRun XL contains an error handler that deals with errors gracefully and records useful information about the errors Important Don t be alarmed We do not expect that you will encounter many if any errors while running HomeRun XL However if you do encounter an error we want you to know that HomeRun XL has the ability
8. BUS PHONE 905 545 5454 DRIVERS LICENCE NO M1235 54566 54554 EXPIRY DATE 7 15 2009 GST REGISTRANT GST REGISTRATION VEHICLE INFORMATION MODEL TRIM LEVEL COLOUR SERIAL OR VIN BODY TYPE Civic 4D SDN AT Silver 2HGES16472H917758 Passenger Car DISTANCE TRAVELLED DELIVERY DATE DETAILS OF DELIVERY 215988 KM __ 05 25 2009 MTO BRAND None PRIOR USE N A n i 1 i THIS VEHICLE WILL BE DELIVERED INSURANCE INFORMATION WITH A SAFETY STANDARD CERTIFICATE OF INSURANCE COMPANY POLICY NO NAME OF AGENT TELEFHONE NO CERTIFICATE NUMBER Liberty Mutual 546545878R Sam McGee Agency 905 656 8989 vex 123456789 Jro VEHICLE TO BE TRADED IN DEALER WARRANTY TERMS OFSETILEMENT YE 3 ODEL IS THERE A DEALER WARRANTY ON THIS VEHICLE 1998 Dodge Stratus 2 0L 4D SDN IF YES COMPLETE THIS SECTION YES NO LJ 695 00 TRIM LEVEL 456456 Beige I MONTH 40007 KMS DESCRIPTION seria 1B3EJ46X2WN333134 30 Day Full Power Train Warranty ee ee CERTIFIED DISTANCE THAT THIS VEHICLE HAS TRAVELLED See separate document for full warranty ow 192015 details IS THERE A LIEN AGAINST THIS VEHICLE YES OR NO OMVIC FER THIRD PARTY WARRANTY SUBTOTAL OS T TAXABLE 3 g 3 i iE Tub TIROL ori VEHICLE IF YES COMPLETE THIS SECTION TRADE IN ALLOWANCE X COMPANY arrai NON REGISTRANT ONLY The W nty Company S T ON NET DIFFERENCE 12 MONTH OR
9. Salesman Contact Type Retail cust amp Company Record Salutation s Company First Name Harold LastName Mortimer Address 456 Wentworth Road Apt 403 City Hamilton s Province Ontario s Postal Code 141 141 Phone 905 545 5454 Exten Res Phone 905 454 8787 Exten Bus Phone Exten Phone Exten Other Phone Family Interest j Date Entered 05 25 2009 Referred By Date Updated 07 16 2009 Now Has The first one is for the Main Information about the contact This is the part where you put all the main information about the contact Note that the Down Arrorw 3 next to a field denotes that you can pick a value from a pick list for this field This allows you to enter constant values in that particular field without typing them in You can also press F2 while your cursor is on this field or click the Right Mouse button to choose from a pick list If the record is a Company Record check the Company Record If this is a record for an individual leave this field blank This is used by the program when entering a Retail Bill of Sale to differentiate between a sale made to an individual or a company When entering a new Client you can enter the Salesperson that either generated the lead or has been assigned to them You access the Salesperson table by first clicking on the drop down button next to the Salesperson Field 3 and picking a salesperson fr
10. Sell Wholesale Bill of Sale Update Car Stock Table Print Bill of Sale Main amp Vehicle into Check Disclosure Statement Agreements Agreement Date 00 04 2009 500 Agreement SELLER PURCHASER Reg 5254545 Name Georgetown Auto Sales Reg Name Sentinel Auto Sales Inc Address 12345 Meinvay Ave Unit 12 Address 2545 Mountain Road South City Mississauga Province Ontario Pastal Code 41 414 Tel 905 555 4111 Salesperson s Regr trabon 123456789 Salespersan s Name John Vingold GST Regestraton 54565465 Faxe 905 555 4222 Cllr Georgerous Proving Ontario Postal Code 176427 Telf 905 656 5656 Salesperson s Reg f 5464654654 Sale amp pert n s Saa Whitehorse GST Registration 15665456 Faxe 905 656 555 PST Registration 9876 5432 VEHICLE Model CR V 4D Auto Stc 10127 Year 1998 Make Honda Tnm Level Lx Colour Green OasiDieseliHybrid Gas Serials suLgp10440c005759 Distance Travel 139257 mies 3 Price 7995 00 GST Fee 5 00 Total Price 8399 75 After filling in the Purchaser information choose the Vehicle for Sale by pressing F2 picklist icon next to the Stock No field This will fill in the information automatically provided all the information was entered in the Vehicle Screen The Price will be filled in from the Asking Price entered in the Vehicle Info table You should change the price to the price agreed wi
11. Sale Price Licence Fee 20 CI GST Registrant Warranty 695 00 ponad 20 00 Gasoline 25 Admin Fee 250 00 Misc Item Payout Lien on Trade Misc Charge Balance Due 7121 Amount of Payment penne het Deposit 500 308 07 Paid By Cheque Balance 6621 No of Payment Balance Financed 6385 24 Misc Item Misc Charge Misc Item Misc Charge Ld I Insurance Disability 125 OMVIC Fee 00 Fin Ins Type Life GST Registrants Sub Total 00 10 00 Payment Start J 06 29 2009 s 00 Lien Registration Fee 250 00 Net Difference 00 Net Amount Financed 6770 00 60 LJExemnt Finance Rate 214 50 GST 25 Exempt Pay Frequency Monthly GST Registrants Only 00 Cost of Borrowing 1008 68 GST Regist Pay on Trade 00 Total Balance Due 236 85 After the information on this screen has been completed Click the print button on page 9 Print and Update of the form to print this Vehicle Bill of Sale HomeRun XL Car Dealer Software HomeRun XL Car Dealer Software Info amp Cost You can make general notations on this particular sale in the Notes fields When you save the information on the price screen the profit is automatically updated on this screen Note Since Costing and Profit information is on this screen do not click on this tab if the Client is in a position to see it This screen is basically designed
12. for Purchased It will also update who the Vehicles were purchased from You can then go into the Vehicle Info screen and update Asking price information You will also have to modify the information as it pertains to the MVDA 2002 information When the vehicle is ready for sale change the Status to A Click the Print Icon to view and print the Wholesale Purchase Agreement HomeRun XL Car Dealer Software Purchaser Y our Company ame Here Purchaser Salesman John Smith 123 Anystreet Unit 12 Purchaser Salesman No 12565465 Anytown Ontario L3L 5L3 ny Purchase Date 0151 2007 Agreement Ne 20004 Vendor Expressive Auto Wholesalers Vendor Salesman Willie Wonka 4565 Wharton Road Suite 203 Vendor Salesman No 272927 Brampton Ontario L3L 31 3 Vendor GST No 123565487RT001 Vendor PST No Stock No Year Make Model Colour Serial No Mileage 10107 2001 Chevrolet Silverado 2500 EXT CAB COPPER 2GCEKI9T711131533 167858 NO 12 300 00 10108 1999 Ford F150 SUPER XL4WD Blue 2FTRX18W4XC A9011 104171 NO 10 700 00 10109 1995 Chevrolet Cavalier 2 21 4D SDN Red 361JC524453801012 270596 NO 1 200 00 10110 1999 Ford Escort 2 0L 4D SDN SE Black lFAFPA3PIXW 21296 191185 NO 2 000 00 10111 2002 Chrysler Sebring 2 7 L Sedan White 1C3EL46R62N 222340 063467 NO 8 150 00 10112 2002 Ford Focus 4D WON SE Red lFAFP36382WS347381 80443 NO 8 800 00 Sub Total 43 150 00 G ST 2 589 00 Total 45 739 00 HomeRun XL Car Dealer Soft
13. eR 23 24 E 25 TATA MENU dn babe eeu nieder 26 REPORTS MENU ice 27 ADMIN MENU 28 WINDOW MENU e V 29 HELPMENU unie esee nde Ve NH 29 DATA ENTRY d 31 iuum 31 FORM TOOLBAR CONTROLS eerte tette edet tette teretes eere edocet eee eee tes erre ode dote erba TNE 31 Editing Data ette ete e ert ede e BINE paves ede des 31 Toggle Controls nud t 31 Toolbar Menu Options lt sccosccsiccsisassesviecssetsecessensieescetsapsaseandestassvassasagadsassagsigedvapevsessaesaseaddeasaestesiassasedvess 32 REQUIRED BIBL DS virtnte ND af ev 33 HOMERUN CONDITION 34 How You Access the Condition Builder ccccscscsesesesescccsccsccccccecccccececcccccceccccccccecccescscceseseseseseseeeeees 34 How You Use the Condition Builder wiccccccccccccccccccccccccsssseececcccccscssccceccccccssseccecscessuusseccscesessuseeccsescessanens 35 BINDO une M ecc pe ee CM RE EN OL C 39 Use Match Case for a Faster Search esee entente nennen nente 39 How the Find Control Finds R COrdS u ccccccccccccccccssssesccececcccccussseccecccescussecescecessuusseccecscessuasseccececcesuaens 39 S eee t ae en o Me tu A RE LL e ACE
14. Clear Select All New Copy Edit Delete Group Delete More Save Cancel Cancels the last text change in a field record or file Reverses the last undo Removes text from a field record or file and places it on the clipboard Copies selected text to the clipboard Inserts a copy of the clipboard contents into the current field or file Clears or deletes selected or highlighted text Selects or highlights the entire contents of a field Form Toolbar control Displays blank form fields for adding a record to a table Form Toolbar control Copies the current record and displays the copy for editing Used to add a record and carry values from the current record to the new record Form Toolbar control Puts form in edit mode for forms that have an edit mode Form Toolbar control Deletes the current record from the table Form Toolbar control Brings up the Group Delete dialog for deleting records using condition expressions created by the user Deletes all records meeting the conditions entered Form Toolbar control After entering a new record clicking the More control saves the record and adds a new blank record Form Toolbar control Saves data entered while adding Copying or editing a record and ends the add or Copy Form Toolbar control Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy HomeRun XL Car Dealer Software Vi
15. Print Expense Button Report Designer r_carexpense frx Page 1 Vehicle Expense Details Stock No 10120 Year 2002 Make Honda Model Civic 4D SDN Colour Silver Serial 2HGES16472H91775 Bought From Independent Auto Wholesale Purch Stock No Inv Date Company Inv Descrip tion Net Amount 07022009 We Fix It Auto repair 456456 Certified and E tested 100 00 07 01 2009 We Fix It Auto repair 789789 Detailling 150 00 Purchase Total Net Cost 4705 00 Expenses 250 00 Expenses 4955 00 6245 00 Profit 1290 00 Recalculate Button Pressing this button will recheck the costs and recalculate the totals on this tab Enter Repair Expense This is where you will enter all expenses other than the acquisition cost The Vehicle must already have been entered to enter expenses 99 Vehicle Expenses m x Stock Number s Make GMC Model 3500 Savana Cargo Year 2003 Colour White Serial 1GTHG35U131118696 Company G amp C Auto Detailing s Address 3195 Wolfedale Road Unit 3 City Mississauga Prov Ontario Postal Code Lsc 1 8 Inv Date 09 27 2007 s Invoice No 313294 Description Clean up s Net Amount E 60 00 GST 0 00 Total Invoice 60 00 If you want to view or modify a particular expense for a vehicle fill in the information on the Find form To enter a new expense click Cancel and click the Add button on the Button Bar Choose the Stock from the F
16. now you ll now have to reenter all user data Password Access A variation on this mistake would be to make the same kind of mistake with the Access check box on the Passwords form The recovery approach would be basically the same You Turn on Menu Security before Assigning Menu Permissions You turn on Menu Security before assigning Menu Permissions to yourself The next time you enter your application there s no menu The only way you can exit HomeRun is with the infamous three finger salute Recovery If you can enter HomeRun with another ID and password that has access to the Users form you can go to the Users form and assign Menu Permissions to yourself That solves the problem If for some reason you can t enter HomeRun with an ID and password to correct the problem you must turn off User Access Security and Menu Security by copying your backup by copying your backup SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX files to your HomeRunXL3 DATA directory Then enter HomeRun and assign Menu Permissions to yourself No Exit Permission A variation on this mistake is to forget to assign yourself or another user permission for the File menu Exit option If you do that the HomeRun window close box won t work because it requires the File Exit menu option to function The recovery approach would be basically the same Word to the Wise If you just read the Security Mistakes section of this chapter because you started at
17. the beginning of the Security chapter and read each section in turn we commend you You re going to do very well with HomeRun However if you re sitting there locked out of your application with perspiration dripping from your forehead and this is the first time you ve seen the Security Mistakes section we hope you ve learned your lesson As a last resort the person we have on file as the key management contact person can call us and we will give you the Master User Name amp Password This will work provided you haven t changed the password for this user Note For logical reasons the Master Management password will not be given to anyone else This is to protect your security HomeRun XL Car Dealer Software 8BSecurity e 101 Tips amp Techniques Overview This chapter contains a collection of tips and techniques that will optimize your use of HomeRun As you work with HomeRun you may compile your own list of useful tips and techniques If you do please send them to the LeBlanc amp Associates so that we can make them available to other HomeRun users Increasing Form Speed HomeRun puts more functionality into its forms than any other comparable product by far HomeRun forms include a related forms engine a relational integrity engine field security form controls security field validation an audit trail field messages activity tracking and more While each of these features provides valuable functionality they do
18. 2009 LeBlanc amp Associates Once the sale has been completed Click the Update Stock button to save the information to the Vehicle Information Table The Selling Informatio as well as selling price will be entered in the Table automatically and your Net Profit will be updated The Vehicle will be marked as Sold from Available Employees You will use this section to enter employee information The main purpose is to have the employee names job title and licence number so that it can be inserted in documents where required Another use is to record telephone information so that your staff has ready access to telephone numbers when they need them This form layout comprises of 4 tabs The steps for the Employee Screen are as follows The First Tab is Name amp Licence On this tab enter the Employee s First and Last Name Use the Pick List to choose the Employee Title Enter the Person s licence number The Driver s Licence Number is optional and is strickly for your records HomeRun XL Car Dealer Software 6BData Entry e 75 Note In the case of a Management Employee ensure that you fill in the Title field This Title will be entered on the Bill of Sale form for the accepting officer Employee Information Wesley Spike i Name amp Licentes Address Telephone First Name Wesley Last Name 3 Title Sales Representative Licence No 45689865655 Driver Licence Na
19. 4 4 as reus ek eee Ook Rade aad nee Bed ie e n anten as eq dE 103 sera ba e RR RES ener eene rea ese dete dye etd o REA ER ORA ee 103 INCREASING FORM ACCESS SPEBD 5 5 eet iett Era ree eei e DAE 103 Activity Tracking esae e bays eae a Fey e eee E ee eet E eRe 103 Controls Security RU eR e a Pain oa de eere se meae oes 103 Field Security me ntes 104 INCREASING SAVE RECORD aE enne ternas ases esset tena asses 104 INCREASING DELETE RECORD SPEED sssssssscceceesesssceceeeceesennsaeceecceesesuaaeceeececsesnsaeceeececsenssaeeeeeeeseeseaaeees 104 Referential Inte9rity scias qoc de ok ah ok e tege cuit ed ee ENSE 104 TV GUL eh eas BON ARE i Bate Notch i tO AES oe DEN Ds RR 104 iv e OBContents HomeRun XL Car Dealer Software Introduction Welcome Welcome to HomeRun XL Car Dealer Software The developers of HomeRun XL Car Dealer Software are experienced business systems professionals who know the features that heavy duty professional business applications must have You ll find those features in HomeRun XL This User s Guide is the place to begin with HomeRun XL Car Dealer Software The User s Guide shows you how to install HomeRun XL Car Dealer Software and is your main HomeRun XL Car Dealer Software reference Why Use Homerun XL Car Dealer Software
20. All buttons changes the status of all permissions in all forms to granted or denied respectively Copy Permissions Clicking the Copy Permissions button brings up the Copy Permissions dialog where you can copy the permissions assigned to a user or group and make them the permissions of the current user or group See the next section OK When you click OK HomeRun creates records that store the permission assignments for each control Copy Permissions Dialog The Copy Permissions dialog allows you to assign the permissions of a selected user or group to the current user or group HomeRun XL Car Dealer Software Copy Permissions Copy From Ouser Group Users Groups See SMG Sales Manager 051 User Level 1 US2 User Level 2 v e Copy From User Group Click on the User option button if you want to copy the permissions of a User Click on the Group option button if you want to copy the permissions of a group e Users List When the User option button is selected the Users list is enabled Highlight the user whose permissions you want to copy e Groups List When the Group option button is selected the Groups list is enabled Highlight the group whose permissions you want to copy e Copy Click Copy to copy the selected permissions to the Control Permissions dialog Field Security Field Security allows the system supervisor to prevent certain users from viewing or making
21. Clicking the Copy Permissions button brings up the Copy Permissions dialog where you can copy the permissions assigned to a HomeRun XL Car Dealer Software 8BSecurity 93 Controls Security 94 e 8BSecurity user or group and make them the permissions of the current user or group See the next section e When you click OK a record is created for each menu option for which permission has been granted Copy Permissions Dialog The Copy Permissions dialog allows you to assign the permissions of a selected user or group to the current user or group Copy Permissions Copy From Ouser Group Groups CEST SMG Sales Manager Level 051 User Level 1 US2 User Level 2 e Copy From User Group Click on the User option button if you want to copy the permissions of a user Click on the Group option button if you want to copy the permissions of a group e Users List When the User option button is selected the Users list is enabled Highlight the user whose permissions you want to copy e Groups List When the Group option button is selected the Groups list is enabled Highlight the group whose permissions you want to copy e Copy Click Copy to copy the selected permissions to the Menu Permissions dialog Controls Security allows the system supervisor to enable and disable controls on forms and on the form toolbar by user For example if you have a button on a form that runs a process that only certain us
22. Condition Florida Employees State and BirthDate State equal to FL New Copy Remove New Remove Add OR Move 22 Bor Name Table Employee Data m Florida Employees Comments Field State Selects employees where State a EN rl field contains FL q Value rr gos The Group Delete Condition Builder allows you to conditionally delete groups of records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 34 to learn how to use the Condition Builder with the Group Delete control When you complete building a Condition clicking the OK button executes the group delete While HomeRun performs the group delete it enforces referential integrity HomeRun XL Car Dealer Software and maintains the audit trail Consequently the group delete process can seem slow if the active table or view is involved in a referential integrity relationship As records are deleted the number of records deleted appears in a wait window Tip Pressing the Esc key terminates the group delete HomeRun XL Car Dealer Software 6BData Entry e 43 Client amp Contacts This is where you enter and manage all your Clients and Contacts When you click on the Menu Item you will be offered a List Form This allows you a quick way to find a particular or group of records First Name Company ContactType Salesm Peck Gregory Auto Detailing Co
23. Data Menu Option Purpose Clients amp Contacts Enter amp View Contacts and Client Information Vehicle Information gt Displays the options for displaying Vehicle Information Vehicle Information Displays the Vehicle Information Form Enter repair Displays the form to enter and manage Vehicle repair Expense expenses Purchase Bulk Displays the form to enter bulk vehicle purchases Vehicle Windows Flyers Displays the form to allow you to produce Windows Flyers Retail Bill of Sale Displays the Retail Bill of Sale form Wholesale Buy Sell gt Displays the options for the Wholesale Buy and Sell options Purchase Wholesale Displays the Wholesale Purchase Form Sell Wholesale Displays the Wholesale Sales Form Old Purchases Allows you to review and reprint Previous Version 3 Wholesale Wholesale Buy Bills of Sale Old Sale Wholesale Allows you to review and reprint Previous Version 3 Wholesale Bills of Sale Employees gt Displays the options to manage Employee Information Employees Displays the form to manage Employee information Employee Position Displays the lookup table to allow you to enter employee title or position which is used in the main Employee information form Payment Loan Calculator Displays the Loan Calculator Form VIN Checker Displays the form that allows you to check the validity of a VIN Check Duplicate VIN Displays the form to allow you to check if a particular Vehicle is in your Vehicle Table Loo
24. Displays HomeRun XL directories and allows the HomeRun XL tables and reports directories to be changed 28 e 5BOverview HomeRun XL Car Dealer Software Window Menu Help Menu Environment Enables setting of system and environment parameters for HomeRun XL The Window menu lists the forms or windows that you have opened in the HomeRun XL Desktop window The HomeRun XL Help menu contains options for accessing HomeRun XL Help The Help menu also provides access to desk accessories such as a Filer Calculator and Calendar Diary The following table briefly describes the Help menu options Help Menu Option Purpose HomeRun User Runs the User Manual Manual About Displays information about HomeRun XL Startup Form Displays the Startup Form Registration Displays the Registration Information Form Information Welcome Form Displays the HomeRun XL Introductory Form Calculator Displays a Calculator for basic mathematical operations Can cut and paste results Calendar Diary Displays a Calendar Diary for appointments and notes HomeRun XL Car Dealer Software 5BOverview e 29 Data Entry Overview This chapter begins by explaining how to use the HomeRun XL Form Toolbar controls The Form Toolbar controls let you select records navigate among records and update records on a form Then the chapter describes how to use the HomeRun XL data maintenance forms Form Toolbar Controls Parent Mode px pon ii
25. IS CHECKED SHOW PREVIOUS ODOMETER READING AND DATE OF PREVIOUS READING DISTANCE TRAVELLED See distance travelled box above a The Purchaser cannot determine the total distance that the vehicle has been driven but can determine tbe distance that the vehicle has been driven as of some past date Tbe total distance driven is believed to be higher than tbe previously recorded distance or b The Purchaser can determine neither the total distance that the vehicle has been driven nor the distance that the vehicle has been driven as of some past date The total distance that this vehicle has been driven is unknown and may be substantially higher than the reading shown on the odometer DOES THE VEHICLE REQUIRE REPAIRS TO SUSPENSION SUBFRAME IFYES TO ETEME EO GIVE DE DOES THE VEHICLE HAVE STRUCTURAL PARTS DAMAGED ALTERED OR REPAIRED HAVE THERE BEEN ANY PREVIOUS DAMAGE REPAIRED EXCEEDING 3000 00 HAVE THE MANUFACTURER S BADGES OR DECALS BEEN CHANGED OR HAVE THE ORIGINAL PRODUCTION SPECIFICATIONS BEEN CHANGED ARE THERE OTHER DISCLOSURES WITHIN THE LAST SEVEN YEARS WAS THIS AN ANTI LOCK BRAKES INOPERABLE YES NOT APPLICABLE OUT OF PROVINCE VEHICLE YES AIR BAGS MISSING INOPERABLE YES NOT APPLICABLE U S VEHICLE YES POLUTION CONTROL INOPERABLE ves wor APPLICABLE 7 IF YES IDENTIFY PROVINCE S OR STATE S WAS VERICLE EVER BEEN DECLARED A TOTAL LOSS BY AN INSURER ves 7 THEFT RECOVERY ves ANY BODY PANEL
26. Print Form tag 1590 2008 04 behalf of the dealership can then access the form already filled out add their comments and the trade value HomeRun XL Car Dealer Software Purchase Bulk Vehicles Purchase Bulk Vehicles Whether you buy your vehicles individually or in bulk this section will allow you to enter the car information and print a list of the vehicles purchased For entering new purchases the steps are as follows 1 Choose the Vendor from the F2 PickList next to Vendor Name 2 Verify the Vendor Licence and other information from the Number Tab 3 Enter the Purchasing Salesperson information 4 Enter the vehicles in the Cars Purchased grid Note that you do not assign the Stock number at this time mi Click the Update Car Stock button on the top right corner of the screen 6 Print the List Purchase Bulk Vehicle Sub Total 43150 00 GST 2589 00 Grand Total 45739 00 Update Car Stock 74680 6 6 Vendor Name amp Address Numbers Agreement No 20004 Buy Date 01 31 2007 Vendor Name Expressive Auto Wholesalers Address 4565 Wharton Road Suite 203 City Brampton Province Ontario Stock_no Year Mileage 10107 1999 Ford F150 SUPER CAB XL 4WD 2FTRX18W4XC A960 1995 Chevrolet Cavalier 2 2L 4D SDN Red 270596 361JC5244558010 1200 00 1999 Ford Escort 2 0L 4D SDN SE Black 191185 LFAFPA3P1XW12124 2000 00 2002 Chrysler Sebring 2 7 L Sed
27. also access the HomeRun XL Car Dealer Software documentation online from the HomeRun XL Car Dealer Software Help menu HomeRun XL Car Dealer Software Technical Support 2 e 1Bintroduction The LeBlanc amp Associates is committed to providing the best possible technical support for HomeRun XL HomeRun XL Technical Support offers a complete portfolio of high quality innovative technical support services to help you get the most from HomeRun XL This section describes the technical support resources available to you for free and for purchase New User Support 30 Day Technical Support is provided with all new purchases of HomeRun XL After this period of time technical support can be purchased either yearly or per incident support You may pay for Support by Visa Master Card PayPal or by cheque Another option is to purchase and prepay by cheque or money order for a specific number of help incidents Please see out web site for a schedule of fees One of the advantages of purchasing yearly support is all the updates and program upgrades will be provided free of charge during the paid support period Provided the computer system is on a high speed Internet network we can offer technical support using Netmeeting using the Internet This program is included in HomeRun XL Car Dealer Software all Windows XP We will walk you through setting up when required At present we are unable to provide this support for users using Vista HomeRun X
28. as a check to ensure that this particular sale is profitable Management can check this tab either during the sales process or before the deal is signed to ensure that this particular sale is profitable and what the gross profit amount after expenses is Bill of Sale Retail SlockNo 10120 Make Honda Model Civic Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Notes 1 Notes 2 Notes 3 4705 00 Total Expense 250 00 Total Cost 4955 00 Total Sales 4745 00 Profit __ 210 00 Bought From QUALITY MOTORS Location Mississauga Floor Plan Update Cost Info after Sale Completed This graphic shows the last tab with a description of Notes amp Cost In the actual program this tab is blank so that if anyone is looking over your shoulder while you are filling in a Bill of Sale they will not know this tab exist If you do not want someone to see the data on this sheet do not click on the top tab Note In order to be able to have data when printing the Sales Report from the Report menu item you need to Click the Update Cost button The data for the report is taken from the Retail Bill of Sale Table 6BData Entry e 61 62 e 6BData Entry Print amp Update Bills of Sale Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Pri
29. belong in the Control Group field With the cursor on the Control Group field press F2 or right click on the field and select Picklist from the shortcut menu to see a list of the control permission groups that you have set up 3 Follow the instructions in the Control Permission Groups Dialog and Control Permissions Dialog sections below to set up control permission groups and assign group permissions Control Permission Groups Dialog If a group of users will have the same permissions you can create a control permissions group and assign permissions to the group Then users can simply be assigned to this group instead being assigned permissions individually You reach the Control Permission Groups dialog from the Admin Security menu Control Permission Groups Description Manager or Owner Comments Full Management Permission to all fields controls A tables Click the New toolbar button to add a record for a new control permission group The fields and button on the Control Permission Groups dialog are described below HomeRun XL Car Dealer Software Group Code A three character code to identify the group Description A descriptive title for the group Permissions Click the Permissions button to bring up the Control Permissions dialog to assign permissions to the group See the next section Comments A place for you to describe the group 8BSecurity 95 96 e 8BSecurity Control Perm
30. changes to fields on forms No Display You can prevent data from specified fields from being displayed on a form for selected users Display Only You can also prevent specified fields from being edited by selected users Group Not Individual No Display and Display Only field security is applied to groups of users not individual users Field Security is disabled if User Access Security is turned off because Field Security requires entry of a User Id to identify a user s Field Security permissions Tip When HomeRun is installed Field Security is turned off This is done because users and their passwords must be set up and field permissions must be assigned before Field Security is turned on through the Admin Tools form Assigning Field Permissions You assign a user Field Security permissions by assigning the user to a field permission group 1 Follow the instructions in the Field Permission Groups Dialog and Field Permissions Page sections below to set up field permission groups and to assign group permissions 2 Display the user s record on the Users form 3 Enter the code of the field permission group to which the user should belong in the Field Group field With the cursor on the Field Group field HomeRun XL Car Dealer Software 8BSecurity 97 98 e 8BSecurity press F2 or right click on the field and select Picklist from the shortcut menu to see a list of the field permission groups that you have s
31. creates directories on your hard disk and copies files to those directories including data files 3 For Workstations computer you should run workstationsetup exe This set up will create a runtime directory on the workstation computer At the end of the set up you will be presented with a screen which will allows the workstation program to run on that computer while using the data stored on the main server computer 4 You must run the program on the main computer to do your individual set up for your company Important You cannot simply copy files from the CD or Setup Disks to your hard disk You must use the Setup program to decompress and install the HomeRun XL files into the HomeRun XL directories See Running Setup below for a detail description of the installation Before You Begin Installation Before you install HomeRun XL make sure that your computer meets the minimum requirements Hardware and System Requirements To run HomeRun your computer system must meet these minimum requirements e Any IBM compatible computer with a Pentium 4 2 4 Hz processor or higher HomeRun XL Car Dealer Software 2Binstallation e 5 Running Setup A mouse 512 MB RAM Minimum 1 GB or more recommended A hard disk with 107 megabytes of free space More space will be required for your data If installing from disk a CD ROM drive VGA or higher resolution monitor set at minimum of 1024 x 768 Screen Size Windows XP Professio
32. displayed the company setup information Basic Company Information This item allows you to enter and maintain your Address and Telephone Numbers Dealer amp Tax Numbers This item is where you enter your Dealer RIN and other numbers Tax Rate This is where the tax rates charged by the program are read from As tax rates change this is the location where you change them Dealer Insurance This is the location where you enter your insurance Information information This information is used when you use the Print Dealer Information below Last Numbers Used This is where you maintain the numbering sequence for Stock Number and Bill of Sale Print Dealer Information This allows you to print your Dealer Information when you have to give this information to suppliers Security gt Displays the Security Menu Options Users Displays the User Form Passwords Displays the Password Form User Reports Displays the User Reports Password Reports Displays the Password Reports Control Permission Groups Displays the Control Permission Form Field Permission Groups Displays the Field Permission Form Menu Permission Groups Displays the Menu Permission Form Admin Tools Displays the Security Admin Tool Form Activity Displays the Program Activity Report Form Audit Trail Displays the Program Audit Trail Report Form Errors Lists errors that occurred while users worked in HomeRun XL Directories
33. eS 40 vnu ein ee Pn ER sitem 41 ORDER x Sets sos Sas Sek aaa ese Se Raa oe si ad eI dee ee NE CM 42 GROUP DELETE 42 CEHENT amp CONTACIS 44 M iticInfOYmation E E EE E EU eR HN 45 Miscellaneous Information 3 A exse eene eg e etr EU RD e ERR URN 46 Correspondence ee ott oap e np erit repe eie et 46 Print Contact Information iet ii e E etre Roper lee fpe e ge a erp re eg pee Erbe ee eed 47 VEHICLE INFORMATION 5 5 ee IC eH MINIM 49 Vehicle Information ioquit gebe te Ut rg e Gee eiii Poe re peer eee reed 49 Purchasing Information uie iese inta 50 Mileage etse eO BERE e anie eite 51 INoles dand Comments ate ete cete tessera eniti eive he Bia eise heic beer edet 51 SOIUSLO E OE eed ites oh uf 52 52 ii e OBContents HomeRun XL Car Dealer Software View Expense Details and eua be REO Dov oa wae LOH tau bees 53 Recalculate ende ple et tidy ers opere eve petes un 53 ENTER REPAIR EXPENSE rete qiie ee 53 BILL OF SALE RETAIE e p EP UU IEEE e NIE esr ve en EETAS EENES ENa 55 TRUE PERENNI 55 Vehicle a ge tete ER
34. on a form or form field HomeRun displays a shortcut menu of options appropriate for the form or field Help Menu window Always on top Center Color Minimize Forms Shortcut Menu Help Field Description Add New Edit Picklist Fields Shortcut Menu Escaping from Invalid Data Special Keys 18 4BUsing HomeRun XL If you encounter an input field that fails validation while you re editing data on a form in HomeRun you may press Esc to exit the HomeRun validation routine and cancel the data changes you made on the form The following table shows Function and Control key shortcuts that you can use while you re running HomeRun XL Function and Control Key Shortcuts Key Action Activates context sensitive menu and screen help Activates field help picklist for current field HomeRun XL Car Dealer Software 3 F current field and lets user edit the text Toolbar Cancel control o Ctrl T Toolbar Cancel control Ctrl F4 Toolbar Close control Where to Go from Here Read the next chapter Overview to get an overview of how HomeRun XL HomeRun XL Car Dealer Software 4BUsing HomeRun XL e 19 Overview HomeRun XL Overview This chapter provides an overview of how HomeRun XL will help you run your business It also describes the HomeRun XL interface and takes you on a brief tour of the HomeRun XL menus Later chapters describe each feature of HomeRun XL in more detail Read the
35. or affecting the rights of the parties other than those set out in any applicable legislation and in the case of a new motor vehicle provided in the new car warranty given by the manufacturer and or the dealer No other warranty agreement or representation made hereto nor any modification hereof shall be binding upon the dealer or his assigns unless endorsed hereon in writing 2 TITLE The title and right of property in the said motor vehicle shall not pass to the purchaser until the entire purchase price is paid in full and the purchaser agrees to pay to the dealer upon delivery of the said motor vehicle in addition to the applicable amounts set out on the reverse hereof amounts equal to all increases in applicable tax rates between the date hereof and delivery of the vehicle to the purchaser In the event that a financing contract cannot be arranged by reason of any default or misrepresentation by the purchase then the entire purchase price shall forthwith become due and payable 3 DEFAULT IN PAYMENT In the event that the purchascr shall make default in any payment duc hereunder then the entire purchase price shall forthwith become due and payable and subject to the provisions of The Personal Property Security Act and The Consumer Protection Act the dealer or his assigns shall have the right to repossess and resell the motor vehicle by private sale or by public aution without notice to the purchaser and to that end shall have ther right to make what
36. provided To build a condition statement you select a field from the Condition Builder s Field list select an operator such as equal to less than etc that compares a value to the field and enter the value for the comparison The How You Use the Condition Builder section below provides step by step instructions for using the Condition Builder How You Access the Condition Builder The HomeRun Condition Builder allows you to build a set of logical field conditions to be used to select records for a form or report The way the conditions are used depends on how you access the Condition Builder as follows e Toolbar Locate When you click the Form Toolbar Locate control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to locate records that match the condition If more than one record matches the condition all matching records are displayed in a grid If you select a record in the grid the selected record becomes the current record on the form 34 e 6BData Entry HomeRun XL Car Dealer Software e Toolbar Filter When you click the Form Toolbar Filter control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to apply a filter to the records displayed on the form While the filter is in effect only records that match the condition are displayed on the form e Toolbar Group Delete When you clic
37. slow down the operation of HomeRun forms On some computers the reduction in speed may not justify the functionality provided by certain features The purpose of the following sections is to describe changes you can make to HomeRun forms and environment that will increase form speed Memory Visual FoxPro applications respond significantly to increases in a computer s RAM An increase from 512 MB of RAM to GB will work wonders 1 GB of RAM is recommended Increasing Form Access Speed Form access speed refers to the time it takes for a HomeRun form to appear after it s selected from a menu or by clicking the form image while another form is on top The following subsections point out some ways you can speed up form access Activity Tracking If your application doesn t need Activity Tracking turn it off on HomeRun s Admin Tools dialog You may not notice a marked increase in form access speed after turning off Activity Tracking but every little bit you can do to increase form speed adds up Controls Security If form controls security is not needed for an application turning it off on HomeRun s Admin Tools dialog will increase form access speed HomeRun XL Car Dealer Software 9BTips amp Techniques e 103 Field Security If field security is not needed turning if off will increase form access speed You can turn off field security for HomeRun on the Admin Tools dialog reached from the Security popup on the Admin m
38. to handle it and to help resolve it If an error occurs the error handler determines the severity of the error and handles it accordingly Information about an error is recorded in an errors table which is displayed on the Errors form You can reach the Errors form from the Admin menu Errors option UserID Origin To Clipboard Error Number Date Time Message Class Program Method Procedure Line Number Code HomeRun XL Car Dealer Software 7BAdministrative Tools e 79 80 e 7BAdministrative Tools You use the information on the Errors form to resolve errors and to report them to the LeBlanc amp Associates When the Errors form first appears it shows information for the last error that occurred for the current user The errors are shown in descending order of the time and date the errors occurred You can e Order Change the order to ascending through the Order button on the Errors form e All Users If you ve implemented User Access Security in HomeRun XL you can view errors for all users who have run HomeRun XL by clicking the All Users option button in the Filter box e All Apps If HomeRun XL is sharing its error file with another LeBlanc amp Associates application you can view errors for all applications by clicking the All Apps option button in the Filter box e Form Controls You cannot edit or add error records but you can delete them e Memory Click the Memory button
39. to see the contents of memory variables and arrays when the error occurred e Status Click the Status button to see the status of the FoxPro environment when the error occurred The following table explains the fields on the Errors dialog Errors Fields Contents User ID Blank if User Access Security is not on in HomeRun XL otherwise contains the ID of the user who experienced the error App Prefix 3 character prefix of the application that produced the error Error FoxPro error number Date Time Date and time the error occurred Message FoxPro error message Program Program routine running when the error occurred Code Code line that produced the error Line Number of code line that produced the error GET Field Name of GET field if any cursor was on when error occurred Last Key Last key pressed before error Top Window Topmost window if any when error occurred Errors Report The HomeRun XL Report Manager contains an errors report The errors report prints error records in the errors table You can select the report s order filter and scope Errors Management Periodically backup the errors table and delete its records You can use the Group Delete on the Errors form HomeRun XL Car Dealer Software Reindex Pack Tables Utility HomeRun XL contains a Reindex Pack Tables utility on HomeRun XL s File menu This utility allows you to recreate indexes if they become corrupt You can also use the utilit
40. track of the items you keep in stock that you sell to your Clients Also HomeRun allows you to invoice these items e Manage the Selling and Buying of Wholesale Vehicles HomeRun allows you to produce Purchase Agreements for your Wholesale Purchase of Vehicles Also when you sell cars to other dealers HomeRun allows you to produce and keep track of these sales e Windows Flyers HomeRun allows you to produce Windows Flyers detailing information about any vehicle in your inventory e Vehicle Appraisals HomeRun allows you to produce Vehicle Appraisals for a fee and print a appraisal for a Client e Payment Loan Calculator HomeRun allows you to calculate various loan and payment options for your Clients prior to producing the Retail Bill of Sale e Invoice Products HomeRun allows you to print product invoices from within the program The purpose of this invoice program is to invoice after sales items or services Why You Need HomeRun XL In today s complex business environment it is becoming more difficult to consistently produce profitable sales HomeRun allows you to Professionally Manage your entire operation from Sales Leads to completed Sale HomeRun XL Welcome Form When you run HomeRun XL you ll first see the HomeRun XL Welcome Form 22 e 5BOverview HomeRun XL Car Dealer Software Welcome Welcome to HomeRun XL The Car Dealer Program This computer program is protected by copyright law and internationa
41. use the Condition Builder 1 When you select the Toolbar Locate Filter and Group Delete controls and the Report Setup Dialogue s For and While options HomeRun displays the HomeRun Condition Builder If you have not previously built and saved a condition the Condition Builder looks like this A Locate Conditions 4 Modify Condition Condition Statement Buttons New ie New E Condition Condition Button ise VERE Statement Table zj Button Comments Field Operator z yae den The Condition Builder is divided into two columns The left column lists the previously created and saved conditions in the condition library The right column is used to build condition statements for a Condition 2 Starting and Naming a New Condition To build a new condition click the new condition button in the left side Conditions column If you want to save your new condition in the Conditions Library enter a unique name for the condition in the Name box If you like enter a brief description of the purpose of the condition in the Comments box 3 Starting a New Condition Statement Click the New Condition Statement button in the right side Conditions Statement column You can now access the Table Field Operator and Value boxes and the Condition Statements buttons to build a Condition Statement The Condition Builder should now look s
42. 12000 KMS RETAIL VALUE IF INCLUDED ar IN VEHICLE SELLING PRICE 120 00 LICENCE FEE 12 KM Silver Warranty SFER FEE See Separate Document for full warranty details PAYOUT LIEN ON TRADE IN s x MANUFACTURER PARTICIPATES IN CANADIAN MOTOR VEHICLE ARBITRATION PLAN CAMVAP SEE APPLICABLE STATEMENT ON REVERSE IFIED FUNDS TERMS OF FINANCING CONDITION OF SALE DEPOSIT Cheque 308 07 24 06 29 2009 ibn if dai space below is initialled by WILL THE DEALER OR SALESPERSON RECEIVE me the vehicle is sold As Is and is not represemied as E UM BS 6 385 00 ANY INCENTIVE FOR THE FINANCINNG OF THIS being in a road worthy condition mechanically sound or 125 00 VEHICLE NO maintained at any guaranteed level of quality The Vehicle may not b ft for use a meant of transportation 5 1000 raaua onas a T 2500 SALESPERSON S ACCEPTANCE es wa bess ale Eier NN 6 770 00 SALESMANSREG No Purchasers Initial form part of this agreement 1450 1 008 68 Wesley Spike 4568986565 SALES FINAL TOTAL ense review iann mess pr EAEE TE the entire contract including all attached statements before signing This contract is final and VENDOR S ACCEPTANCE EU once you have signed it unless the motor vehicle dealer DEALER REGISTRATION No NAME OF OFFICIAL PLEASE has failed to comply with certain legal obligations 5044680 Jim Roseman BAE LAVE ecan RECEIVED THE FINANCE RTT EN ACCE
43. 2 PickList Once chosen click Save and the Make Model and Year fields will be filled in Choose the Company from the Company F2 Picklist Icon After choosing the company click save to fill in the balance of the company fields If the Company is not entered in your Records or if some of the information entered is not correct you can Add or Edit a company from the F2 Picklist screen Continue filling in the Date Invoice and enter a short description of the work covered by this invoice You can use the F2 from the Description field to pick an item HomeRun XL Car Dealer Software 6BData Entry e 53 Enter the Invoice Amount less the GST in the first field Enter the GST and Total amounts in the appropriate fields You should note that for costing purposes your invoice amount should include all labour materials less GST When you save each Vehicle Expense record the particular vehicle s Expense totals is automatically recalculated and updated 54 e 6BData Entry HomeRun XL Car Dealer Software Bill of Sale Retail Bill of Sale The Bill of Sale screen is comprised of 9 tabs each displaying related information The process is as follows Fill out the first 7 pages in order The 8 page displayes cost and profit information pertaining to this Bill of Sale and the 9 page displays the update buttons and the Bill of Sale printing 2 Print the Bill of Sale for the Client to Sign 3 Place the Bill of Sale in your printer a
44. 905 545 5454 Res Type 905 454 8787 Type Bus Insurance The information on this tab should already have been entered from the Client Information table If not return to the Sold To tab and rechose the contact again and enter the information in the insurance tab of the Contact form Once you save the data and close the Contact form the information will then be filled in here HomeRun XL Car Dealer Software 6BData Entry e 57 58 e 6BData Entry Bill of Sale Retail Stock No 10120 Make Honda Model civic 4D SDN Sold To Vehicle Trade Vehicle Referred By Driver Lic 1235 54566 54554 Licence Expire 11 16 2009 Insurance Company LIberty Mutual Policy 546545878R Ins Expiry Date 07 15 2009 Insurance Agent Sam McGee Agency AgentTel 905 656 8989 _ Salesperson Salesperson Warranty Price Info Print amp Update Choose the Salesperson Information from the F2 PickList The Salesperson Registration number will be automatically filled in when you choose the Salesperson Then Choose the Accepted by PickList to choose the person responsible for accepting the offer for the Dealership The person s position and Registration number will automatically be filled in Bill of Sale Retail StockNo 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance d Salesperson i Warranty Price Info Sales Person Wesley S
45. Control inoperable MAS VEHICLE EVER BEEN DECLARED A Total Loss by an insurer Theft Recovery Manufacturer s Warranty Cancelled Any Body Panels Painted or Replaced The next step is to fill in the Vehicle Disclosure information If any of this information is entered in the Vehicle Info table it will be automatically transferred to this form when the vehicle is chosen Save the record by Clicking on the Save Icon on the top button bar Click the Print Agreement button to view and print Agreement HomeRun XL Car Dealer Software WHOLESALE BILL OF SALE Sentinel Auto Sales Inc Georgetown Auto Sales 12345 Mainway Ave Unit 12 2545 Mountain Road South Mississauga Ontario L4L 414 Georgetowm Ontario 176477 stration 5254545 9876 5432 54565465 herein after called the Seller herein after called to Buyer Year Model Trim Level 1998 EL CR V 4D Auto 4WD LX Gas Diesel Hybrid Seria Gas JHLRD1844WCB05759 2 X UcDA Lien Search amp Kwik Check 2 Auto Check X out of Province Search J ontario History Search m cancheck MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA 2002 MTO REGISTRATION BRAND None WITHIN THE LAST SEVEN YEARS WAS THIS AN PROVINCE VEHICLE R REPAIRED un Aies VEHICLE EVER BEEN DECLARED 9085 TOTAL LOSS BY AN INSURER ERMS T D
46. Here are only a few of the many reasons that you should use HomeRun The Car Dealers Program HomeRun XL Car Dealer Software Save Money HomeRun can reduce the money you are spending on pre printed forms All information for a Vehicle Bill of Sale is filled out on screen and printed on your laser or bubble jet printer Ensure Profitability Even before you print the Bill of Sale for the customer you know exactly how much profit you will be making on the sale Track Expenses HomeRun allows you to track all expenses associated with each vehicle Track Vehicle Activities HomeRun allows you to enter and track all your activities Wholesale and Retail Purchases and Sales Validate Serial Numbers HomeRun automatically checks the serial number you entered each time you save a record and informs you if it is not a valid serial number There is also a separate VIN Checker in the program so you can check a VIN before entering a vehicle in the program Validate Vehicle Year HomeRun automatically obtains the year of a vehicle from the serial number after it ascertains the number is valid and inserts it into the record when it is saved Calculate Loan Payments Allows you to calculate and print Loan Payments periods in the Bill of Sale by Monthly Bi Monthly Weekly and Bi Weekly Periods Wholesale Buy and Sell Allows you to purchase and sell wholesale to other dealers Prints Bill of Sale appropriate for the transaction Vehicle Ap
47. HomeRun XL Car Dealer Software 8BSecurity 87 88 e 8BSecurity Multiple Login Tip At least one user should be given the multiple login right so that all users would not be locked out of HomeRun if there is a power failure etc First Name A 20 character field for the user s first name Middle Name A 20 character field for the user s middle name Last Name A 20 character field for the user s last name Temporary Password When a user is first added on the Users form enter a temporary password in this field Then when the user enters HomeRun for the first time the user will be prompted to enter a new password of the user s own choosing Temporary Password Tip Any time you make an entry in this field the next entry into HomeRun by the user will require the user to enter a new password Password Last Change Date This field contains the date of the last password change Password Last Change Date Tip Blanking out this field will cause the user to be required to enter a new password upon the next entry into HomeRun Password Period This field contains a 3 digit number that represents the number of days that when added to the Password Last Change date is the date on which the user must next change passwords Use this field to enforce your password change requirements Password Period Tip An entry of zero means that the user can keep the same password indefinitely Control Permissions Group A 3 character field
48. ISTANCE TRAVELLED See distance travelled box above a The dealer cannot determine the total distance that the vebicle has beca driven bet can determine the distance that the vehicle has been driven as of some past date The total distance driven a believed to be higher than the previously recorded distance or b The dealer can determine neither the total distance that the vehicle has been driven nor the distance that the vehicle has been driven as of scese past date The total distance that this vehicle has been driven is unknown and may be substantially thes the reading shown on the odometer 2 Legal ownership of the vehicle s shall pass to the Purchaser upon payment of the Total Sale Price to the Seller 3 All risks of damage 10 the vehicle s is the responsibility of the Purchaser once delivery has been taken by the Purchaser 4 Tbe above shall comprise the entire agreement affecting this purchase and no other agreement understanding representation conditions ot warranty either express or implied by law or otherwise is a part of this transaction any such agreement understanding repecsentatioa condinon of warranty beng hereby expressly excluded I WE HAVE READ AND UNDERSTAND THE TERMS OF THIS BILL OF SALE ACCEPTED BY SELLER ACCEPTED BY PURCHASER Salesperson s Name John Wingold Salesperson s Name Sam Whitehorse Salesperson s Salesperson s Registration 123456789 Registration 5464654654 Signature Signature __
49. L Car Dealer Software Web http www homerunsoftware net The HomeRun XL Web is the cornerstone of HomeRun XL Technical Support because it allows us to provide timely support information to users throughout the world The HomeRun XL Web s Technical Support pages are a valuable resource for e Frequently Asked Questions e Descriptions of HomeRun XL Support Plans You will find everything you need to know about HomeRun XL Technical Support on the HomeRun XL Web Support pages HomeRun XL Product Maintenance Software must be maintained As bugs are found or other minor changes become necessary software maintenance updates must be available All too often software developers do not provide maintenance updates as frequently as they should Our goal is to provide maintenance updates on a timely basis Maintenance updates are made available for download from the HomeRun XL Web If you are on the yearly support option you can download maintenance updates from the HomeRun XL Web for free If you need an update shipped to you there will be a charge for materials costs and shipping If you are not on yearly support we can make updates available to you for a fee Check our web site for information HomeRun XL Product Upgrades The HomeRun XL staff is constantly adding new functionality to HomeRun XL An important part of your purchase of HomeRun XL is the assurance that the product will evolve with changes in technology After all you don t wa
50. L menu organizes your access to HomeRun XL HomeRunXL 3 0 Car Dealer Program Registered to Joe LeBlanc File Edit view HSA Reports Admin Window Help 4G Bg Clents amp Contacts Retail Bill of Sale Enter Repair Expenses Wholesale Buy Sell Purchase Bulk Vehicles Vehicle Appraisal Form Windows Flyers Trade in Information Form Employees d Payment Loan Calculator rw J VIN Checker Check Duplicate VIN Lookup Tables LAY Dealer Software Contacts amp Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Windows Flyer Trade In Information Form Enter Bulk Vehicles The HomeRun XL menu offers many options The following sections provide an overview of each menu Use these sections as a reference guide to the menu options File Menu The following table briefly describes the File menu options HomeRun XL Car Dealer Software 5BOverview e 23 Edit Menu 24 e 5BOverview File Menu Option Purpose Reindex Pack Tables Exit Utility to reindex and pack HomeRun XL tables This procedure should be performed every few weeks Closes HomeRun XL If the Exit Confirm box is checked on the Admin menu Environment dialog a dialog appears to confirm the intent to exit The following table briefly describes the Edit menu options Edit Menu Option Purpose Undo Redo Cut Copy Paste
51. LeBlanc amp Associates HomeRun XL Car Dealer Software Version 3 1 User Manual Homerun XL Car Dealer Software User Manual LeBlanc amp Associates 25 Four Winds Drive Suite 613 Toronto Ontario M3J 1K8 416 663 8510 Internet Web www homerunsoftware net Internet Email info homerunsoftware net 2009 LeBlanc amp Associates All rights reserved Published 2009 Printed in Canada LeBlanc amp Associates Developer have made every effort to ensure the accuracy of this document Developer makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose The information in this document is subject to change without notice Developer assumes no responsibility for any errors that may appear in this document Names and data used in examples herein are fictitious unless otherwise noted The information contained herein is the exclusive and confidential property of LeBlanc amp Associates and except as otherwise indicated shall not be disclosed or reproduced in whole or in part No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc amp Associates WARRANTY DISCLAIMER THIS SOFTWARE IS PROVIDED AS IS LEBLANC amp ASSOCIATES DISCLAIM ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE S
52. PTORS REGISTRATION No TITLE 1 etos s TE NARRANT Y 8879875649 Sales Manager GU AEERGNLESOR AVES RAD ALI ate opii ri Name Prin un CONTRACT INCLUDING THOSE REVERSE AND 1 pepe THAT MAKE UP THE ENTIRE CONTRACT 2009 LeBlanc amp Associates GST REGTRAMT ONLY G S T PAYABLE ON TRADE 7 121 85 P to s e aleje e ojo HEE HomeRun XL Car Dealer Software Retail Bill of Sale Front Page 6BData Entry 63 IMPORTANT INFORMATION RESPECTING MOTOR VEHICLE SALES In case of any concern with this sale you should contact your motor vehicle dealer If concerns persist you may contact the Ontario Motor Vehicle Industry Council as administrative authority designed for administering the Motor Vehicle Dealers Act 2002 You may be eligible for compensation from the Motor Vehicle Dealers Compensation Fund if you suffer a financial loss from this trade and if your dealer is unable or unwilling to make good on the loss You may have additional rights at law Contact Ontario Mot at 1 800 943 6002 or 416 226 4500 or at AMVIC voici industry www omvic on ca Council SAFETY STANDARDS CERTIFICATE A safety standards certificate is only an indication that the motor vehicle meets certain basic standards of vehicle safety on the date of inspection TERMS AND CONDITIONS 1 WARRANTIES There are no warranties or representations by the dealer with respect to the motor vehicle described herein
53. REB GRE EU 55 Trade in Vehicle i iua DAE tI n 56 Sold To Information ee CR DS 57 US D7 AIAX E 58 frac E SE 59 PICO 60 Info 61 Print amp Update Bills Of e dedere ene 62 VEHICLE APPRAISAL FORM tr tert rr ree eet n or err eese E 66 PURCHASE BUEK VEHICLES a Viu aceite p ire ave e rede eie e E Ve 67 Purchase Bulk Vehicles ec 67 Update Car SIOCKs sss eq et DR GERE BERE Tres 68 WHOLESALE BUY SELL 70 Wholesale Buy Agreement eter SEHE GERE HE TUE EE RE CR GERI EUER HERE eb oo 70 Upd tesC r Stocks S RHONE ERREUR TUE INED ERE rco ger 72 Wholesale Sell Agreement istics etse eet eere cer ttr iege IRE ee De ELE EHE SERI ELE West erbe 73 EMPEOYEES ette tinte Uit ta e E De va PUB TG 75 VINCHECKER a LIE 77 CHECKJDUPEIGATE VIN oe A panties o qtio teni ia teiteb o rte i E 78 ADMINISTRA TIVE TOOLS eerie esee ee ense
54. RSTAND THE TERMS OF THIS BILL OF SALE ACCEPTED BY SELLER ACCEPTED BY PURCHASER Salesperson s Name Sam McGee Salesperson s Name John Wingold Salesperson s Salesperson s Registration 123456789 Registration 9865656566 Signature Signature 2009 LeBlanc amp Associates 72 6BData Entry HomeRun XL Car Dealer Software Wholesale Sell Agreement You will use this section to sell Vehicles to other Dealers or Wholesalers In the greatest majority of the cases vehicles are purchased one at a time Because of the information that has to be entered for each vehicle the agreement has been designed to enter only one vehicle at a time The steps for filling in the Wholesale Buy Agreement are as follows Note that the form has 2 tabs The first tab contains the purchaser and vendor information as well as the basic vehicle information for the Vehicle Sofd The second tab has the Vehicle disclosure information 1 You will notice that the information on you the Seller is automatically filled in on a new sale Enter the Salesperson and their MVDA registration number Choose the Vendor from the F2 PickList next to Vendor Name Verify the Vendor Licence and other information from the Number Tab Enter the Purchasing Salesperson information Choose the Vehicle by picking it from your Vehicle Inventory Click the Update Car Stock button on the top right corner of the screen NM AN ON el Print the Wholesale Buy Agreement
55. Reports If you believe you have encountered a bug in HomeRun XL send an email to info homerunsoftware net with a subject line of Bug Report We will evaluate your bug report on a non priority basis If a bug is indeed found it will be fixed and added to our next update If you believe you need Priority Support to deal with what you believe is a bug you must use the Priority Support process to request Priority Support That means you must purchase or use pre purchased Priority Support incident units to start the Priority Support process As you work with HomeRun XL errors may occur Even the best computer software sometimes experiences errors When you run HomeRun XL the program will display an error message if it encounters an error When an error occurs the first thing to do is display the Errors form from the Admin menu to view the error data that HomeRun XL captures The Errors form will normally provide all the information needed to diagnose and fix the error See Errors on page 79 for a description of the Errors form Tip If you need to call LeBlanc amp Associates technical support for assistance with an error please have the error data displayed on the Errors form when you call Visual ProMatrix HomeRun XL has been created using e Microsoft Visual FoxPro version 9 the state of the art object oriented database management and application development system e Visual ProMatrix the premier rapid applica
56. S PAINTED OR REPLACED ves MANUFACTURER S WARRANTY CANCELLED ysg Name Signature Date Please Print 2009 LeBlanc amp Associates Trade In Information Form HomeRun XL Car Dealer Software 6BData Entry 65 Vehicle Appraisal Form Many Dealers or Appraisers perform Vehicle Appraisals for Estate Insurance or for 66 e 6BData Entry Historical Vehicles For the purpose of this program we include with HomeRun a PDF of the Ministry of Revenue Motor Vehicle Appraisal Form This form is a self filling form which can be printed on your printer gt Ontario renee Motor Vehicle Appraisal Record 33 West Used Vehicle Information Program King Box 623 Oshawa ON LIM BHT Version fran aise disponible 1 Dealer Appraiser Information Independent Appraiser No Retai Motor Vehicle Dealer MF Deer or inceneneent Annraiser Name Telephone No Address Town Vilage RR Province Postal Code Rame of Current Purchaser Pease Pree Ver Persi Venerie Dealer amp ct number of comoleennfenrung Tru acorwes Date of mapaesan Postion of accnwser within the comosey 2 Vehicle Description and Appraisal Vehide No L Gacmeter Reading kena on Date of inapection Note The appraised value of a vehicle is not intended to be trade in value but represents the value that one might expect to receive in a sales transaction between
57. The Second tab enter the Address of the employee If this Employee is an independent Employee that invoices you for commissions and other services enter the name of the company the Employee uses to invoice you Employee Information Wesley Spike Name amp Licence Address Telephone Company Name Enter Company Name if applicable Address City Province Postal Code Fill out the Telephone Numbers and Extentions 76 6BData Entry HomeRun XL Car Dealer Software Employee Information sley Spike Name amp Licence Address Telephone ana ana esa Telephone 416 656 5656 Extention Cellular gar an Telephone 905 785 9898 Extention Res Telephone fi Extention Other Tel Fill out the Notes Tab Vin Checker The Vin Checker allows you to check the validity of a VIN without having to open up a Vehicle Information form Simply enter the VIN in the Validate field and click Verify VIN If the VIN is valid you will be given a message indicating this The model year will be extrapolated from the VIN and entered in the Model Year field Vin Checker Enter VIN to Validate Model Year Verify VIN Copy VIN to Clipboard HomeRun XL Car Dealer Software 6BData Entry 77 VIN Number Check 1 This VIN is Valid If the VIN is incorrect the message will indicate this VIN Number Check
58. User Access Security Must Be On When User Access Security is off Controls Security Field Security and Menu Security are off even if they are checked on the Admin Tools dialog A user must log into an application with a User ID and a Password before Controls Field and Menu Security can function Access Levels Security You turn on Access Levels Security by entering an in the first character of the Status field for a user on the Users form See Access Levels Security on page 90 If you are the system supervisor make sure that the first user for whom you enter a B is you The A is for the Developer This allows us to be able to access your system if you should lock yourself out by mistake Tip Access Levels Security is not turned off when User Access Security is off This adds another layer of protection to HomeRun security Password Access Security You turn on Password Access Security by checking the Access check box on the Passwords form If you are the system supervisor make sure that the first user for whom you check the Access check box is you Tip Password Access Security is not turned off when User Access Security is off This adds another layer of protection to HomeRun security HomeRun XL Car Dealer Software 8BSecurity 83 Setting Up the System Supervisor The first user entered on the Security Users form is normally the system supervisor the person who is responsible for setting up HomeRun security The
59. View menus contain options for each Form Toolbar control Toolbar controls that change data are on the Edit menu Toolbar controls that help you navigate among data are on the View menu The Edit and View menus display shortcut keys you can use to select a Toolbar control instead of clicking it with your mouse The shortcut keys are listed in the Using HomeRun XL chapter HomeRun XL Toolbar Controls Picture Control Purpose Record The record selection controls allow you to choose the Selection table records displayed and to set the display order Controls WO Filter Off Brings up the HomeRun XL Condition Builder for creating a record filter When a filter is created only records that satisfy the filter condition are displayed and the Filter button toggles to the Filter On picture shown below When the Filter Off picture is displayed no record filter is in effect b d Filter On Turns filter off When the Filter On picture is displayed a record filter is in effect Lists the table s index tag descriptions for selecting the record display order Navigation The navigation controls move through the records in a Controls table and locate specific records As you navigate through the records in a table the Order selected and the Filter in effect if any determine how the table appears to the navigation controls a Find Brings up the Find dialog for finding a record using the table s primary key or the cur
60. What is HomeRun XL section for an overview of how HomeRun XL does its job and what it can do for you Skim the HomeRun XL Interface section to get a feel for how the HomeRun XL menus are organized Then use the HomeRun XL Interface section as a quick reference to the purpose of each HomeRun XL menu option What is HomeRun XL HomeRun XL is your complete sales and management tool HomeRunXL 3 0 Car Dealer Program Registered to Joe LeBlanc File Edit View Data Reports Admin Window Help HomeRun XL Car Dealer Program Registered to Joe LeBlanc Used Car Dealer Software Contacts amp Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Windows Flyer Trade In Information Form Enter Bulk Vehicles HomeRun performs the following major functions e Manage Client Contacts HomeRun will allow you to manage all your business contacts e Manage your Vehicle Inventory HomeRun XL Car Dealer Software 5BOverview e 21 HomeRun will allow you to manage your Car Inventory You will be able to track all the expenses associated with any of your current and previous car inventory e Retail Bill of Sale HomeRun woll allow you to enter and track Bill of Sale for Vehicles sold It will also allow you to print professional looking Bills of Sale e Manage after Sales Products HomeRun will allow you to keep
61. a willing buyer and a willing seller Appraisals completed by persons not recognized as appraisers for this program will not be accepted by the Ministry of Revenue or the Ministry of Transportation Appraisals must be done within 80 days of the date of purchase Certification 1 hereby certify that we hold a current registration under the Motor Velhicfe Dealers Act and a valid vendors permit issued under the Retail Sales Tax Act my our pnmary business is the sale of new or used cars OR hereby certify that am an independent apprarser authorized by the Minrstry of Revenue to do apprarsals under the Used Vehicle Information Program certify that the appraised value of the vehicle is lower than average due to severe damage or excessive wear yen Signature Prnt Name in Fut Every person who knowingly makes a false or deceptive statement herein is guilty of an offence and liable on conviction to a fine or term of imprisonment both Retail Sales Tax Act Subsections 32 4 and 32 4 1 Personal information is collected on this form under authority of subsection 4 2 8 of the Ontario Retail Sales Tax Act 1990 c R 31 as amended and wit be used to determine elgib ity for exempton under the Used Vehicle Information Program Quesbons about this collection should be directed to Retail Sales Tax Manager 33 King Street West PO Box 623 Oshawa ON LIH 8HT7 1 866 660 0297 Queen s Printer tor Ontseo 2008 Clear Form
62. al Views Remote Views 3 6 CONTACT Tables PY Local Views Database Comments Restriction BILLOFSALE Table O None DHCDRETSALE DBF Display Only No Display v Cancel The Field Permissions page is described below e Groups List The group codes and descriptions of all field permission groups are listed in the Groups list To the right of each group code and description is the permission restriction status A blank means there is no restriction for the group A d means the Display Only restriction has been selected for this group An means the No Display restriction has been selected for this group e Restrictions Click on the None option button to signify that users in the highlighted group can view and edit this field Click on the Display Only option button to signify that users in the highlighted group can view the data in this field but not make changes to it Click on the No Display option button to signify that users in the highlighted group cannot view or make changes to the data in this field When you leave the Field Permissions page HomeRun stores the field permissions you have selected HomeRun XL Car Dealer Software 8BSecurity 99 User Security Mistakes and How to Recover 100 8BSecurity Setting up security is a little complicated If you re not careful you can lock yourself out of HomeRun or make HomeRun s menu disappear This section d
63. an White 1C3EL46R62N22284 2002 Ford Focus 4D WGN SE lFAFP36382W34738 Check the information is correct If there is no information shown go back to Vendor Address tab and choose the Vendor PickList Icon and click the Edit button This will put you in the Contact Form Ensure that the information is entered correctly for this Vendor Save and Close the Client Form and return to the Agreement Save the information again The information will be transferred to this form Choose Purchaser Salesperson from the Purchaser Salesperson PickList Icon Purchase Bulk Vehicle SubTotal 43150 00 GST 2589 00 GrandTotal 45739 00 Update Car Stock 74680BC6 6 Vendor Name amp Address Numbers Vendor RIN 789789 Vendor GST 123565487RTOOL Vendor PST Vendor Salesman Willie Wonka Vendor Salesman Enter the information on the Cars Purchased You can put in as many vehicles in the grid as you wish HomeRun XL Car Dealer Software 6BData Entry e 67 68 e 6BData Entry Fill in the Vend Stock and Year When the cursor is in the Make field Press F2 to choose a vehicle make from a list Do the same for the Model field Fill in the Serial Mileage and Price Paid fields Also if the vehicle is either a Police Car or Taxi check the P T Checkbox Note that the Serial Number is checked for validity when you mov
64. ce Info Print amp Update Add Trade to Stock Update Car Status Information Update Sold To Information Print Bill of Sale Duplex Front amp Back Print Bill of Sale Front Print Bill of Sale Back Print Bill of Sale Old Print Receipt for Deposit Run Vehicle Appraisal Form PDF The top 3 horizontal buttons are to be used after the sale is completed 1 Add Trade to Stock This will add the trade vehicle to your inventory The program will add the next vehicle stock number to the vehicle So you can find the vehicle in the data file the status will be marked as for trade 2 Update Car Status Information This will mark the status for the Sold vehicle as sold in the vehicle table 3 Update Sold To Information This will add the information on the purchaser of the vehicle in the Sold vehicle record The program will also update the sell price for this vehicle and recalculate the profit based on the information in the record The following 6 buttons are for the printing of the Retail Bill of Sale as well as other functions that are required for a sale 1 Print Bill of Sale Duplex With more duplex printers in the marketplace it is now possible to print both front amp back pages of a report in 1 pass If you re printer supports duplex printing this will make it easier to print 2 Print Bill of Sale Front If you do not have duplex printer you will have to print the
65. ck Number for all new vehicles added Enter the Asking Price in the Ask Price field This information will be used when doing up Bills of Sale Fill out the Status field from the F2 PickList See Status Information below for description of this field Choose items from the Picklist for Make Model and Colour fields When you enter a Serial VIN HomeRun check the VIN to see if the number entered is a valid Serial Number If the number is incorrectly entered a message is displayed informing you of this and allowing you to change or re enter the VIN VIN Number Check 1 This VIN is Not a Valid Number Please re enter the number This function also checks that the year entered matches the 10 position validity check If the year is incorrectly entered HomeRun will change the year automatically to match the correct year for the VIN Vehicle Information Civic 4D SDN AT 2002 Status s Vehicle Information Purchasing Information Mileage Information Notes Sold To Stock No In For For Resale Status 2 19 E MTO Brand None s Engine Power Prior Use 1 Make Honda amp Trim Level ar _ amp Serial 2 16472 917758 S N Lookup 917758 Year 2002 E Model civic Body Type Passenger Car E Colour Silver Mileage In 215 988 Asking Price 6795 00 UCDA Lien Search amp Kwik Check Auto Check CarFax Outof Province Lien Search
66. cord on the Users form 2 Click the Menu Permissions button on the Users form HomeRun displays the Menu Permissions dialog 3 Follow the instructions in the Menu Permissions Dialog section below to assign individual permissions e Group Menu Permissions You can assign a user to the menu permissions that have already been assigned to a group of users 1 Display the user s record on the Users form 2 Enter the code of the menu permission group to which the user should belong in the Menu Group field With the cursor on the Menu Group field press F2 or right click on the field and select Picklist from the shortcut menu to see a list of the menu permission groups that you have set up 3 Follow the instructions in the Menu Permission Groups Dialog and Menu Permissions Dialog sections below to set up menu permission groups and assign group permissions HomeRun XL Car Dealer Software 8BSecurity 91 92 e 8BSecurity Menu Permission Groups Dialog If a group of users will have the same permissions you can create a menu permissions group and assign permissions to the group Then users can simply be assigned to this group instead of having to assign permissions to users individually You reach the Menu Permission Groups dialog from the Admin Security menu Menu Permission Groups Description Manager or Owner Level Comments This is the Master Manager or Administrator Group A Code E Click t
67. cription 12 KM Silver Warranty See Separate Document for full warranty details Will the Dealer or Salesperson receive any incentive for financing of this vehicle If Yes Retail Value of Warranty 120 00 HomeRun XL Car Dealer Software 6BData Entry e 59 60 6BData Entry Price The Price will be automatically filled in with the Ask Price from the Car Info table when you choose the car in the Vehicle screen Modify this price if required Continue filling in the tabs in order Provision has been made so that description and price for 3 miscellaneous items can be entered The short description entered will be printed on the Bill of Sale The program automatically performs calculations After filling in the items on the 1 column click the Save button to update the calculations Continue filling in the information on the right side of the screen After filling in the Deposit and Paid By fields click the Save button again to update the calculations If the vehicle is to be financed fill in the Financing information If you fill in the number of payment Payment Start Date and the Finance Rate and click the Calculate Loan Payment button it will fill in the Amount of Payment and the Cost of Borrowing using the Net Amount Financed total Bill of Sale Retail Stock No 10120 Make Honda 4 Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update
68. d on the Login dialog signifies that the user wants to enter a new password The default Change Character is a question mark e No ID in Password Check this box to prevent users from putting their User ID in their password e Minimum Length A number from 1 to 10 that represents the least number of characters that can make up a password e Maximum Length A number from 1 to 10 that represents the greatest number of characters that can make up a password e Prior Passwords A number that represents how many prior passwords will be checked to prevent duplicate entry An entry of one means that the HomeRun XL Car Dealer Software user s current password cannot be reused An entry of five means that the user s current and four immediately preceding passwords cannot be reused Users You access the Users form from the Users option on the Admin Security menu The Users form is where you enter and maintain information about the people who will be using HomeRun Identification Login Environment Number 101101 v Status Report Manager Type ID Joe LeBlanc v Multiple Edit Run Name Authorization First Joe 1 Field Help Edit C Global Conditions Add Edit Picklist Add Edit Last LeBlanc Access Level B Middle Password Permissions Temporary whatever Control Group MGR v Individual LastChange Field Group MGR Period days 0 Menu Group MGR v Individual Additional In
69. e Menu Permissions Group field you can click the Menu Permissions button to select menu permissions for the individual user If there is an entry in the Menu Permissions Group field the Menu Permissions dialog will only display the permissions assigned to the group You may not change these assignments The group s menu permissions may HomeRun XL Car Dealer Software be changed through the Menu Permission Groups dialog See Menu Security on page 91 e Report Manager Type Select the Report Manager functionality you want for the user You have the following two choices e Edit amp Run The Report Manager will allow the user to both edit and run reports e Run Only The Report Manager will allow the user to only run reports When the By User Report Mgr Type is selected for HomeRun on the Environment dialog see Report Mgr Type on page 13 the Report Manager will configure its functionality based on the Report Manager Type selected for the user on the Users form If User Access Security is not on when HomeRun runs the Report Manager functionality will default to Edit amp Run New User Log In For The First Time When you set up a new user they will have to change their password the first time they log into HomeRun T Enter your User ID and Password UserlD Joe LeBlanc Password 7 New Password Enter New Password Enter Again ta Confirm Security Re
70. e entered without a century portion but with a year before 48 is considered to be in the next century the 21st century Report Mgr Type e We do not use the Report Manager All the reports or printed documents are either run from forms where applicable or from the Report Menu The Directories option on the Admin menu displays the HomeRun XL Home Tables and Reports directories Tables A table is a special type of file used to hold HomeRun XL data ERU Directories ale Home C XDEV ENT 91XHOMERUN New Tables DATA New Reports H REPORTS Path Addition gt v Tip You use the Directories dialog to change the Tables and Reports directories You may want to change the Tables and Reports directories if you need to share HomeRun XL data files with other users on a Local Area Network LAN see below HomeRun XL Car Dealer Software 3BSetup e 13 Review 14 e 3BSetup Home Directory The HomeRun XL Home directory is where the main HomeRun XL files were placed when you installed HomeRun XL You cannot change the HomeRun XL Home directory through the Directories dialog Tables and Reports Directories HomeRun XL automatically stores any new tables and reports you create in the Tables and Reports directories You can change the Tables and Reports directories by entering new directory paths in the Tables and Reports fields on the Directories dialog If the new director
71. e off the Field If the Serial Number is entered incorrectly you will be prompted to reenter it correctly Also the year is extracted from the Serial Number and put in the Year field for that particular vehicle VIN Number Check 1 This VIN is Not a Valid Number Please re enter the number The entering of an incorrect VIN will not stop you from continuing entering information This feature is intended only to alert you of an incorrect VIN A running total at the top of the screen will update after you save each vehicle Vehicles Stock no Year Make Model Colour Mileage Serial Price a 10107 2001 Chevrolet Silverado 2500 EXT CA COPPER 167858 2GCEK19T7111315 12300 00 10108 1999 Ford F150 SUPER XL 4WD Blue 104171 ZFTRX18W4XCA960 10700 00 n 10109 1995 Chevrolet Cavalier 2 21 4D SDN Red 270596 361JC52443538010 1200 00 5 10110 1999 Escort 2 01 4D SDN SE Black 191185 1 1 1212 2000 00 10111 2002 chrysler Sebring 2 7 L Sedan White 6 467 _ 1 146 62 2228 8150 00 10112 2002 Ford Focus 4D WGN SE Red 80443 1FAFP36382U3473 8800 00 T lt 3 Update Car Stock Once you finish filling and saving the Vehicle information click the Update Car Stock button This will assign a Stock Number to each vehicle and add them to the Vehicle Info Table with a Status of
72. efresh the information Mileage This tab will show the Date the Vehicle was acquired If the vehicle was purchase through the Wholesale Purchase module the Date In Miles and Cost will automatically be entered from the data captured in the Purchase module Once the vehicle has been sold either through the Bill of Sale or Sell Wholesale module the Date Out Sold Price Miles Out and DOT out will be automatically filled in where appropriate Miscellaneous notes about this Vehicle can be entered in the 2 Notes field Vehicle Information Honda civic spy jar 2002 Status 5 Vehicle Information Purchasing Information Mileage Information Notes Sold To e DateIn 04 04 2008 Date Out 05 25 2009 Mileage In 215 988 Mileage Out 215 988 KMiMiles KM DOT In DOT Out 123456789 Notes and Comments In this section you write out the Description that will be used in your Current Vehicle Listing The Memo field is a general memo field to put miscellaneous information about this vehicle that doesn t belong elsewhere HomeRun XL Car Dealer Software 6BData Entry e 51 9 Vehicle Information Honda civic 4D jar 2002 status s Vehicle Information Purchasing Information Mileage Information Notes Sold To Description entered here be used to enter the description when printing Vehicle Available list i e Power Steering Power Brake Heated Seats 3 0L V6 plus any other descr
73. enu Increasing Save Record Speed When a user saves a record that has been edited on a form HomeRun performs a check to make sure that the record s primary key is not duplicated in another record in the table When a user saves a record that has been edited on a form the HomeRun Audit Trail routine adds a record for every field that has been changed on the form to the Audit Trail table Consequently the Audit Trail feature slows down the saving of an edited record Turn off the Audit Trail for HomeRun If you don t need the Audit Trail for any forms in HomeRun you can turn it off on the Admin Tools dialog reached from the Security popup on the Admin menu This will increase the speed at which records are saved Increasing Delete Record Speed When a record is deleted on a form the HomeRun referential integrity routine is run and audit trail records are created Both of these processes take time Referential Integrity The HomeRun referential integrity routine is run to find and handle related records in other tables The referential integrity routine can take a significant amount of time if a table has a lot of related child grandchild etc tables There is no good way to speed up the HomeRun referential integrity routine other than to forego the referential integrity check However it is not recommended that you abandon referential integrity unless absolutely necessary Audit Trail When a user deletes a record on a form
74. enu Displays the description of the menu that contains the menu option highlighted in the menu options list e Menu Options List The menu options from all menus are displayed in the menu options list To the right of each menu option is the permission status A blank means that the option will be included in the user s menu An X means that the option will be excluded from the user s menu By default all menu options are excluded when the Menu Permissions dialog is first accessed for a group or individual Tip All menus including shortcut menus are listed in the menu options list e Include Exclude Click on the Include option button to include the highlighted menu option in the user s menu Click on the Exclude option button to exclude the highlighted menu option from the user s menu Double clicking on a menu option toggles its include exclude status Tip Be sure to include the File Exit menu option so that the user has a way to exit HomeRun e Previous Menu Next Menu The menu options list contains all of the options of all of the menus in HomeRun Clicking the Previous Menu button highlights the first menu option of the next menu up the list Clicking the Next Menu button highlights the first menu option of the next menu down the list e Include All Exclude All Clicking the Include All or Exclude All buttons changes the status of all menu options to included or excluded respectively e Copy Permissions
75. er Software Find When a user clicks the Find Toolbar control HomeRun displays the Find dialog tay Find Bought From Stock No ol C Match Case s Find Stock No 10111 _ Match Case The Find dialog allows you to quickly find records for a table displayed on a form using either the table s current order key or primary key The fields in the current order key are displayed in the top half of the Find dialog The field s in the primary key are displayed in the bottom half You can enter values into either key field to Find a record When you change the order of the records displayed on a form through the Order Toolbar control the current order key fields are automatically changed the next time the Find dialog is displayed Use Match Case for a Faster Search The Find dialog contains a Match Case check box that will cause the Find to perform a case sensitive search for character fields The case sensitive search is much faster However to do a case sensitive search you need to know how the entries in the field you are searching are capitalized How the Find Control Finds Records Partial Entries The Find control finds records that match whatever characters you enter into the current order key or primary key fields For example using the Find dialog illustrated above a partial entry of in the Last Name field would find all records with a Last Name that began with B Key Precedence The Find control giv
76. ers are authorized to see you can put Controls Security on that button so that it will only be enabled for authorized users Because Controls Security is assigned to individual users Controls Security is disabled if User Access Security is turned off Tip When HomeRun is installed Controls Security is turned off This is done because users and their passwords must be set up and control permissions must be assigned before Controls Security is turned on through the Admin Tools form Assigning Permissions When a new user is added on the Users form the user does not have permissions for any controls included in Controls Security You must assign control permissions to the new user You can assign Controls Security permissions to users in two ways HomeRun XL Car Dealer Software Individual Permissions You can assign control permissions to a user on an individual basis through the Control Permissions button on the Users form 1 Display the user s record on the Users form 2 Click the Control Permissions button on the Users form HomeRun displays the Control Permissions dialog 3 Follow the instructions in the Control Permissions Dialog section below to assign individual permissions Group Permissions You can assign a user to the control permissions that have already been assigned to a group of users 1 Display the user s record on the Users form 2 Enter the code of the control permission group to which the user should
77. es precedence to entries for the primary key That is if you make entries on the Find dialog for both the current order key and the primary key the Find will find records that match the primary key entry If no records match the primary key entry the Find will find records if any that match the current index key entry Find Grid If more than one record meets the search criteria entered HomeRun displays all the records that meet the search criteria in a searchable sortable grid HomeRun XL Car Dealer Software 6BData Entry 39 You can highlight a record and close the grid to display the record on the form Using the Find dialog illustrated above if an entry of B were made in the Last Name field HomeRun would display the grid below stockno Status Make Model Year SIN Lookup Serial Sold To BuyDate BoughtF Ford E250 ECONO VAN 1993 8804 1FTDA14U7PZAB6804 08 05 2003 GE 10150 5 GMC Sierra 1500 EXT CAB SL 1995 243847 1GCEK142382243847 Oxford 08 05 2003 GE Capi 10161 5 Chevrolet Vans 1500 Express LT 1995 243847 1GCEK142382243847 Oxford Autd08 05 2003 GE Capi 10162 S Ford Taurus 3 0L DOHC 4D WGN SE 1998_ 36210 2FMDAS142WBA3621GHome _ 08 05 2003 GE Capi 10163 Ford Taurus 3 0L 4D SDN LX 1995 291842 1FALP52U186291 842 08 05 2003 GE Capi 10164 Plymouth Neon 2 0L 2D CPE 1995 291842 1FALP52U186291842 08 08 2003 H
78. escribes some of the security mistakes we ve seen and how to recover if the same mistakes happen to you Tip Security mistakes usually happen while you are getting to know HomeRun and before you have read this Security chapter It s not a good idea to experiment with HomeRun s security features until you know how they work Security Tables First you need to know about the following HomeRun security files e Security Tools Control Table File SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX this file contains a record for each tool listed on an application s Admin Tools dialog Each record in this table contains a logical field called Control On that determines whether a tool is on or off e Users Table Files SDATAUSERS DBF SDATAUSERS CDX and SDATAUSERS FPT these files contain a record for each person authorized to use HomeRun These HomeRun security files are your keys to recovering from security mistakes If you haven t already done so make backup copies of these files You must make your backup copies before you ever start setting up HomeRun Security Generally the key to recovering from a security mistake is to copy your backup copies of these files over the live versions of the files in the HomeRunXL31 DATA directory In that way you turn off HomeRun Security so that you can enter HomeRun and correct your security mistake Security Mistakes Now let s look at some of the mistakes to avoid and how to recover from
79. et up The field restrictions no display display only can be assigned to any field in the HomeRun Data Manager See the Field Permissions Page section below for an explanation of how to assign these restrictions to fields and in turn to field permission groups Field Permission Groups Dialog Users that should have the same field permissions can be combined into field permission groups Users are assigned to a permission group on the Users form You reach the Field Permission Groups dialog from the Admin Security menu 99 Field Permission Groups Description Manager or Owner Level Comments Click the New button on the toolbar to add a record for a new field permission group The fields on the Field Permission Groups dialog are described below e Group Code A three character code to identify the group e Description A descriptive title for the group e Comments A place to describe the group Field Permissions Page You use the Field Permissions page on the HomeRun Data Manager to assign field permissions restrictions to field permission groups You reach the HomeRun Data Manager from the Admin menu HomeRun XL Car Dealer Software 29 Field Permissions Tables PY Local Views Remote Views GR BILLOFSALE Tables DHCDCONDITIONS DBF DHCDRETSALE DBF DHCDWARRANTY DBF Warranty Table PA Local Views Remote Views Gh CAR Tables x OY Local Views Remote Views Eh COMPANY Tables t9 Loc
80. ever repairs are deemed necessary Such a repossession and resale shall not affect the dealer s right to retain all payments made thertofore as liquated damages and not as a penalty 4 CANCELLATION OF AGREEMENT It is mutually understood and agreed that in the event of this agreement being cancelled by mutual concent the dealer shall forthwith return the deposit if any and any used motor vehicle which has been taken in exchange as part payment of purchase price sold by the dealer prior to such cancellation shall be accounted for by the dealer at the trade in allowance as shown on the face of the agreement 5 DELIVERY BY DEALER It is mutually understood and agreed that where the motor vehicle herein described is a new motor vehicle and the dealer is unable to make delivery within three months of the date of the contract the dealer shall forthwith notify the purchase on expiration of the three month period and The agreement may be extended within 5 days of notification by mutual consent to be evidenced in writing or b The 5 day period referred in sub a has expired or on express notification of either party this agreement may be cancelled and the dealer shall forthwith retum the deposit if any and the motor vehicle given as a trade to the purchaser and such return shall operate as a full release of all claims Where the motor vehicle given as a trade has been sold by the dealer the purchaser on cancellation shall be entitled to recover only
81. ew Menu Close Form Toolbar control Closes the current form The following table briefly describes the View menu options View Menu Option Purpose Parent Mode Form Toolbar control Turns Parent Mode on and off for child forms Find Form Toolbar control Brings up the Find dialog for finding a record Locate Form Toolbar control Brings up the Locate dialog for locating records List Form Toolbar control Provides a picklist grid with incremental search and sortable columns for finding records quickly and easily Filter Form Toolbar control When no record filter is set brings up the HomeRun XL Condition Builder for creating a record filter Otherwise turns filter off Order Form Toolbar control Lists the table s index tag descriptions for selecting the record display order Print Form Toolbar control Displays the HomeRun XL Report Manager First Form Toolbar control Displays the first record in a table as defined by the record Order and Filter Prior Form Toolbar control Displays the prior record in a table as defined by the record Order and Filter Next Form Toolbar control Displays the next record in a table as defined by the record Order and Filter Last Form Toolbar control Displays the last record in a table as defined by the record Order and Filter HomeRun XL Car Dealer Software 5BOverview e 25 Data Menu The Data Menu provides access to the data entry forms in HomeRun XL
82. ew York 7 WATER DAMAGI SERVICE VERICLE pj TAXI LIMO WAS VEHICLE EVER BEEN DECLARED A TOTAL 14 THEFT REC OSS BY AN INSURER VERY PANELS NTED OR REPLACED YES MANUFACTURER S WARRANTY CANCEL ABOVE GIVE DETAILS T DISTANCE TRAVELLED See distance travelled box above a The dealer cannot determine the total distance that the vehicle bas been driven but can desermine the distance that the vehicle has been driven as of some past date The total distance driven is believed to be higher than the previously reconded distance or b dealer can determine neither the total distance that the vehicle has been driven nor the distance that the vehicle has beca driven as of some past date The total distance that this vehicle has been driven is unknown and may be substantially higher than the reading shown on the odoeneter 2 Legal ownership of the vehicle s shall pass 10 the Purchaser upon payment of the Total Sale Price to the Seller 3 All risks of damage to the vehicle s is the responsability of the Purchaser once delivery Bas been taken by the Purchaser 4 The above shall comprise the entire agreement affecting this purchase and no other agreement understanding representation conditions or warranty either express or implied by law of otherwise is a part of this traasaction such agreement understanding representation condition or warranty being hereby expeessly excluded I WE HAVE READ AND UNDE
83. fessional to do this for you 2 Start Microsoft Windows Close all other Windows applications Installation from CD ROM Put the HomeRun CD ROM in your CD ROM drive Run the WORKSTATIONSETUP EXE program file that s on the CD ROM 4 Installation from downloaded file Run the HRSTATIONSETUP EXE file that you downloaded from the web The steps from here are the same 5 Setup displays a Dialogue box telling you that it will install HomeRun in the C HomeRunXL3 1 Directory or Folder 6 Follow the instructions on the screen 7 After setup is completed the Workstation setup screen comes up Enter the path to the Data and Report folders Assuming that you mapped Drive H to the Homerun folder on the server your entries should look something like this When you are finished entering the information Click Apply and then OK Set Directories Locate APD File SioXFAPD APD File CAPROGRAM FILESIHOMERUNISVPMAPPLICATIONDEFINITION APD Data Directory Report Directory HIREPORTS OK Cancel Apply 8 Setup ends You ll see a Windows Start menu entry for HomeRun A shortcut will also be placed on your Desktop You can now run HomeRun from the HomeRun Start menu or Desktop options HomeRun XL Car Dealer Software 2Binstallation e 7 What Setup Installs HomeRun Directories for Single User Server For Single User or Network Installation on the Main or Server computer Setup creates a HomeRunXL3 directory on yo
84. filled in automatically from the this form and that particular vehicle will be marked with a status of Note You should go in after receiving vehicles from trade or bulk wholesale purchase and complete the selling price and change the status as Available Vehicle Information Honda Civic SDN AT 2002 Status s Vehicle Information Purchasing Information Mileage Information Notes Sold To Bought From Independent Auto Wholesale s Purch Stock No Full Name Jom E i Address 4745 Steeles Ave Unit 12 City Milton Province Ontario Postal Code L3L 5L5 Phone 905 225 2525 Bus Phone gt o Phone 905 565 6555 Eyten cellular Phone Other Phone Referred By Purchase Client 3 Purch Client No Note that the Bought From fields are Read Only on this form The purpose of these fields being Read Only is that the information has to be picked from the Contact Table to ensure that the information in this table is always up to date If the Bought From contact is not in the table pressing Add will bring up the contact form which 50 e 6BData Entry HomeRun XL Car Dealer Software will allow you to add the contact to the table If you notice after picking the Contact that the information is incorrect press the F2 Picklist icon again and click Edit and correct and save the information in the contact form Note You may have to pick the contact again after returning to this form to r
85. first user should be given the highest level of security permissions Here s a checklist of what you need to do to set up the system supervisor or first user before you turn security on Users Form Add a record for the system supervisor on the Users form You will need a User ID and Temporary Password for the system supervisor See Users on page 87 Access Level Enter a in the first character of the Status field on the User form That will turn on Access Level Security You don t have to turn on Access Level Security right away You can always do it later However when you do turn on Access Level Security be sure to do it by entering an B for the system supervisor first Multiple Login Check the Multiple check box Control Permissions By default the form controls for which Controls Security is set up are denied or disabled for a new user Grant the system supervisor permissions for all the form controls Click the Control Permissions button on the Users form and click the Grant to All button on the Control Permissions dialog Menu Permissions By default a new user is denied access to all menu options Grant the system supervisor permissions for all menu options Click the Menu Permissions button on the Users form and click the Include button on the Menu Permissions dialog Field Permissions By default a new user has full access to all fields on all forms Therefore you don t need to do any
86. formation This is a temporary password to get a generic screen for the manual Click the New button on the toolbar and enter a new user s information in the fields shown The fields on the Users form are described below e User Number A 10 character field used to identify the user in the organization e User ID A 10 character field which identifies the user to HomeRun You enter your User ID on the Login dialog when you run HomeRun e Status A 10 character field used to store information about a user You can use characters 2 through 9 to store any information you need Access Level The first character of the Status field is reserved to hold a user s Access Level if any See Access Levels on page 90 e Login Status Checked if the user is currently logged into HomeRun If a user is logged in when HomeRun is abnormally terminated due to a power failure rebooting etc the contents of this field may be incorrect If the user has not been given Multiple Login rights as described below the user will not be allowed to re enter HomeRun In this case the system supervisor will have to uncheck the user s Login Status check box so that the user can re enter HomeRun e Multiple Login If checked the user can login to HomeRun from more than one computer at the same time The user can also re enter HomeRun if it terminates abnormally as described above If unchecked the user can only login if the Login Status field is unchecked
87. front amp back of the Bill of Sale individually 3 Print Bill of Sale Back After printing the front of the bill of sale turn the paper around and print the back of the Bill of Sale 4 Print receipts for Deposit Some Purchasers ask for a separate receipt for their downpayment At the request of some of our clients we have included this option in the program 5 Print Trade in Information Form The new Ontario regulations require a Purchaser to give the Dealer additional information on the trade vehicle This form will fill in the Name amp Address of the Purchaser as well as the information HomeRun XL Car Dealer Software on the Trade Vehicle as entered in the Retail Bill of Sale There is a data section on the form that states that this information Can only be filled in by the Purchaser of the Trade Vehicle Have your Purchaser fill in an sign the information Run Vehicle Appraisal form PDF This button opens the Ministry of Finance Appraisal form You can then fill in the form on screen in a legible manner and print the form This form cannot be saved You can also access this same form from the Main Menu Joe LeBlanc USED VEHICLE 45698 Mainway Street Unit 12 Mississauga Ontario L4L 3L3 BILL OF SALE Tel 905 555 4111 Fax 905 555 4222 Date 05 25 2009 COMPANY GSTNe 83722 3213 PURCHASER Harold Mortimer ADDRESS 456 Wentworth Road Apt 403 cary Hamilton PROV Ontario POSTALCODE LAL 141 HOMEPHONE
88. ftware Sold To Information Choose the Sold To information from the F2 PickList icon next to the Person field If the person is not already in the Contact Information table click the Add button to go the Contact Information entry screen Fill in all the information on this Client including the Insurance Information It is recommended that even if the Client is already in the Contact Information table that you click the Edit Button and confirm with the Client that the Insurance information is entered and correct Save the record and exit the Contact Information screen When you return the main information will be entered on the Sold To screen Save the record at this time All the relevant information on the Client including the Insurance information will automatically be entered on this form If the Purchaser is a Company rather than an Individual Check the Sold to Company checkbox This way the Company name will be printed on the Bill of Sale Otherwise the First and Last Name of the Purchaser will be printed Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update LastName First Name Harold Company Address 456 Wentworth Road Apt 403 City Hamilton Prov Ontario Postal Code 141 141 Sold to Company GST Registrant GST Registrant Registration Email Address
89. gain and Click the Print Condition Information button to print the Conditions on the back of the Bill of Sale 4 After the deal has closed Click the Update Car Status Information button to update the Car Info Table with the sold to information 5 After the deal has closed Click the Sold to Information button to update the information for this client in the Client Table 6 Ifexpenses have been added to this vehicle after the Bill of Sale screen is saved update the information in the Car Info Table by clicking on the Update Cost Info After Sale Complete buttom on the info tab Vehicle Choose a vehicle from the Stock F2 PickList Once chosen the relevant information from the Car Info Table will be entered in the appropriate fields Enter the Sold and Delivery Dates and current vehicle mileage Choose KM or Miles from the KM PickList as appropriate Check the Safety Cert and Emission Certificate checkboxes and enter the Safety Certificate Numbers can be entered later but must be filled in before the Bill of Sale is printed or it will have to be manually entered on the Bill of Sale HomeRun XL Car Dealer Software 6BData Entry e 55 Bill of Sale Retail Stock No 10120 Make Honda Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Sale 30045 Sold Date 05 25 2009 amp Delivery Date 05 25 2009 Stock No 10120 Make H
90. he New toolbar button to add a record for a new menu permission group The fields and button on the Menu Permission Groups dialog are described below e Group Code A three character code to identify the group e Description A descriptive title for the group e Permissions Click the Permissions button to bring up the Menu Permissions dialog to assign permissions to the group See the next section e Comments A place for you to describe the group Menu Permissions Dialog You use the Menu Permissions dialog to assign menu permissions to individuals and groups You can reach this dialog from e The Menu Permissions button on the Users form when you are assigning permissions for an individual e The Permissions button on the Menu Permission Groups dialog when you are assigning permissions for a group HomeRun XL Car Dealer Software Menu Permissions B Bl Combobox Shortcut Help Field Description B Add New B Edit B Picklist Designer Menu Designer Bl Editbox Shortcut O Include Help Field Description Permission Exclude 60 include an All Exclude All B Listbox Shortcut B Help Field Description Main Menu B File E Edit OK View Data rs Reports ET Admin E Window Help E Optiongroup Shortcut E Spinner Shortcut E Textbox Shortcut E Window Shortcut Copy Perm The fields and control buttons on the Menu Permissions dialog are described below e M
91. hecked your computer bell will sound during editing when you reach the end of a field or enter invalid data 12 3BSetup HomeRun XL Car Dealer Software Directories Date Specifies the format for the display of dates on forms The default format is American mm dd yy The drop down combobox lets you choose different formats based on country or the placement of mm dd and yy The Separator specifies the character that separates mm dd and yy in the date format selected The default Separator is e Century A number from 1 to 99 that specifies the current century When a date in HomeRun XL has a two digit year the Century entered determines in which century the year occurs Rollover Year Determines whether the year is in century or the century following this Century A number from 0 to 99 that specifies the year equal to and above which is the current century and below which is the next century The default value is the last two digits of the current year plus 50 years if the current year is 1998 Rollover Year is 48 the last two digits of 2048 1998 50 Note that the rollover value only determines the century for a date entered without a century portion an ambiguous date format that is not recommended For example if the current year is 1998 and Rollover Year is the default 48 any date entered without a century portion and a year of 48 or greater is considered to be in the current century the 20th century Any dat
92. ies you enter don t exist HomeRun XL will create them for you When would you want to change the Tables and Reports directories You may want to change the Tables and Reports directories when you install HomeRun XL on LAN and need to share data files among users on LAN workstations See the next section for a complete discussion of this LAN topic Installing HomeRun XL on a LAN HomeRun XL is a multiuser application That means more than one user or workstation on a LAN can access and share the same HomeRun XL files Here s how we recommend that you set up HomeRun XL so that more than one user can access data and report files at a time gt To Set Up HomeRun XL on a LAN 1 Install HomeRun XL on each LAN workstation s local hard drive using the workstationsetup exe 2 Atthe end of the set up process you will be prompted for the location of the data and report folder This is a prerequisite for HomeRun to be able to run from a workstation 3 If you have missed this step use Windows Explorer to get to the Folder Directory where you installed HomeRun on the workstation If you accepted the default folder location during the set up this would be C HomeRun Software HomeRunXL31 Run the file set directories exe In the next chapter we ll go over some basic mechanics that will help you understand and use HomeRun XL better Before we do that let s take moment to review what we ve learned in this chapter Here are some importa
93. ing the Vehicle information click the Update Car Stock button This will assign a Stock Number to each vehicle and add them to the Vehicle Info Table with a Status of for Purchased It will also update who the Vehicles were purchased from You can then go into the Vehicle Info screen and update Asking price information When the vehicle is ready for sale change the Status to Click the Print Icon to view and print the Wholesale Purchase Agreement WHOLESALE BILL OF SALE Big City Auto Sales Joe LeBlanc 45689 Yonge Street Unit 123 12345 Mainway Ave Unit 12 Thornhill Ontario L4L 2L5 Mississauga Ontario L4L 4L4 MVDA Registration 456456456456 MVDA Registration 5044680 G S T Registration 123456789RT001 P S T Registration 1234 5678 Tel 416 999 9999 Tel 905 555 1111 Fax 416 888 8888 Fax 905 555 4555 herein after called the Seller herein after called to Buyer Stock Year Make Model Trim Level 10131 2002 Honda Accord 4D SDN LX AT LX AT 2HGES16492H928860 123 545 Price 4 000 00 csT 200 Total 4 205 00 x UCDA Lien Search amp Kwik Check E pate c Check x out o Province Search x Ontario History Search x cancheck TM MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA MTO REGISTRATION BRAND None WITHIN THE LAST SEVEN YEARS WAS THIS AN OUT OF PROVINCE VEHICLE g YES U S VEHICLE YES IF YES IDENTIFY PROVINCE S OR lont Manitoba N
94. iptions of the vehicle Could be problems with the vehicle that you know of etc This Fields DOES NOT print on any reports It s for your internal use only Sold To This tab is to hold the Sold To information It is filled in automatically when you update sold information when doing either a Wholesale or Retail Bill of Sale Vehicle Information Honda Civic 4D sm aT 2002 Vehicle Information Purchasing Information Mileage Information Notes First Name Harold LastName Mortimer Company Address 456 Wentworth Road Apt 403 City Hamilton Province ontario Postal Code 141 141 Costs This tab holds all the pertinent costs and selling prices on this particular vehicle Vehicle Information Civic sow _ 2002 status s c Vehicle Information Purchasing Information Mileage Information Notes Sold To Status s Asking Price 6795 00 Sell Price 0 6245 00 Net Profit it 1540 00 Purchase Cost 4705 00 Expenses Total Expenses 4705 00 View Print Expense Details Recalculate Car Paid ChequeNo DatePad E Floor Plan 9 52 e 6BData Entry HomeRun XL Car Dealer Software View Expense Details At any time you can view or print expense items that make up the repair or miscellaneous cost by clicking on the View Print Expense Detail You can print the total expense for this particular vehicle by clicking on the
95. ired When you save the Client Information in the Bill of Sale form the information from this tab automatically gets updated to the most current information In the case of a Dealer filling in the RIN field will ensure that the correct information is entered in the Wholesale Buy Sell form when required Correspondence This page tab will allow you to enter email or web information for a Contact HomeRun XL Car Dealer Software Contacts Harold Mortimer Print This Record active Main Information Miscellaneous Information Correspondence E Mail Web wwnz homerunsoftware net Visit Web Slte General Notes enter notes On this Page you can keep the email or web address for this Contact Print Contact Information You can print Contact information for the record shown on the screen by clicking the Print This Record button on the bottom of the form This will bring up the selection form Print Contact Information Select Report to Print Print Basic Information Print Personal Information Run Report Cancel Choose whether to print just the basic information or to print personal information of contact HomeRun XL Car Dealer Software 6BData Entry 47 48 e 6BData Entry Report Designer r_contact_pers frx Page 1 Contact Information Date Printed 07 16 2009 10 11 47 Date Ist Eniered 05 25 2009 Las
96. issions 2 ud ome er et D oe Dee ee pe RT pen 91 Menu Permission Groups Dialog noe net etel diede prr 92 Men Permissions Dialog ien aoo duet Se tees 92 adem 94 CONTROLS SECURITY 5 cete thor o In nS Fr I OR RETO MN 94 Assigning PermissiOns ute aso i pie egere geb edis egre ise beet 94 Control Permission Groups Dialog eee eene nennen eene netter entente trenes 95 Control Permissions Dialog rideo he Rr bi tp tr 96 HomeRun XL Car Dealer Software OBContents e iii Copy Permissions Dialogy anrea eU ee Dal epe eu etr Dew ee suede be 96 FIELD SECURITY c e UE EE lees N 97 Assigning Field Permissions t p e o ge ae iret e e aere d 97 Field Permission Groups Dialog eese eene a a a 98 Field Permissions Pages Rae e pq e tp peer 98 USER SECURITY MISTAKES AND HOW TO RECOVER ccccecesssssececececsessecececececsenseaeceeececsesnsaeeeeeeeenenseaeees 100 Security Tables i pare ra i sea nte E ap n pr Np 100 Security MISTAKES soa si ra ERE REF RERO ENS ERE T 100 WOOP 10 1he 101 TECHNIQUES 103 OVERVIEW dic oa edet ardeat eri a i e NN 103 INCREASING FORM SPEED
97. issions Dialog You use the Control Permissions dialog to assign control permissions to individuals and groups You can reach this dialog from The Control Permissions button on the Users form when you are assigning permissions for an individual The Permissions button on the Control Permission Groups dialog when you are assigning permissions for a group Control Permissions E Message Translations Eg Passwords Eg Payment Loan Calculator E Print Dealer Information E Print Dealer Information E Print Garage Register Report E Registration Information ES Retail Sales Tax Report Sales Summary Reports String Manager Eg String Translations Eg Tax Rates Tip Manager Tip Translations Eg Users E VIN Checker E Vehicle Expenses E Vehicle Information All Control Button to Hide G Copy G Delete G Filter G Find G Group Delete List G Locate G More New G Order G Parent Mode G Print Permission Grant O Deny Grant to All Deny to All Copy Perm OK The fields and buttons on the Control Permissions dialog are described below e Forms List The captions of HomeRun s forms with Controls Security are listed in the Forms list Below each caption is a list of the controls for which permission can be granted Control Permissions Double click on a control to toggle the access permission Grant to All Deny to All Clicking the Grant to All or Deny to
98. ition Statements you want to move and click the Move Up or Move Down button If you need to add an OR operator select the Condition Statement that the OR should follow and click the Add OR button If you need to remove a Condition Statement select the statement and click the Remove button Apply and Save Your Condition After you complete your set of Condition Statements the Condition Builder should look something like this Locate Conditions Modify Condition City equal to Mis OR Contact Type equal to Supplier City equal to Brampton ee Name City and Type Table Master Client Table hd eaey o Operator equaito x Value Mississauga 4 Gee Click the OK button to apply your Condition You will be prompted to save your Condition If you save the Condition it will appear in the Conditions list the next time you access the Condition Builder for the form or report When the Condition Builder closes your Condition will be used to select records for whichever Toolbar control or report option you selected to activate the Condition Builder Using Conditions from the Conditions Library When you access the Condition Builder for a form or report for which you have previously built and saved Conditions you can apply a saved Condition by simply selecting it in the Conditions list and clicking OK You can also select the Condition and modify it before you apply it HomeRun XL Car Deal
99. ive another user an If you turn on Access Level security by giving another user an first and you now can t access the Users or Passwords forms see User Security Mistakes and How to Recover on page 100 90 e 8BSecurity HomeRun XL Car Dealer Software Menu Security Menu Security prevents users from accessing menu options that the system supervisor decides they should not access Users do not even see the options that they cannot access Because Menu Security is assigned to individual users Menu Security is disabled if User Access Security is turned off Tip When HomeRun is installed Menu Security is turned off This is done because users and their passwords must be set up and menu permissions must be assigned before Menu Security is turned on through the Admin Tools dialog Warning Do not turn on Menu Security before assigning Menu Security permissions If you do HomeRun will have no menu options when you run it If this happens see User Security Mistakes and How to Recover on page 100 Assigning Menu Permissions When a new user is added on the Users form the user does not have permissions for any menu options You must assign menu permissions to the new user You can assign Menu Security permissions to users in two ways e Individual Menu Permissions You can assign menu permissions to a user on an individual basis through the Menu Permissions button on the Users form 1 Display the user s re
100. k the Form Toolbar Group Delete control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the group of records to be deleted Only records that match the condition are deleted e Report Setup For Option When you click the For check box on the Report Setup Dialogue HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the records displayed in the report Only records that match the condition are displayed in the report e Report Setup While Option When you click the While check box on the Report Setup Dialogue HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the records displayed in the report Records that match the condition are displayed in the report until the first non matching record is found When the first non matching record is found the report terminates If the first record is non matching no records are displayed in the report How You Use the Condition Builder You use the Condition Builder to create a Condition A Condition is a set of logical Condition Statements that will be evaluated together as one expression to select records The Condition Statements that you create for a Condition are listed in the Modify Condition box on the right side of the Condition Builder A Condition consists of one or multi
101. kup Tables gt Displays the options to enter information to the lookup tables that are used within the program 26 e 5BOverview HomeRun XL Car Dealer Software Reports Menu The Reports menu provides access to the HomeRun XL Report Manager and to reports run from menu options The following table briefly describes the Reports menu Reports Menu Option Purpose Inventory Listing Displays the form to run the Inventory Listing Report Delivery Schedule Displays the form to run the Delivery Schedule Inventory Valuation Displays the form to run the Inventory Valuation Report Report Sales Reports Display the form to tun the various Sales Reports Purchase amp Tax Displays Tax Report Options Reports gt Wholesale Prints the Wholesale Sales Tax Report Purchase Sales Tax Report Wholesale Sell Tax Prints the Wholesale Sell Tax Report Report Retail Sales Tax Prints the Retail Sales Tax Report Report Garage Register Prints the Garage Register Report Manager Displays the Report Manager with the HomeRun XL reports The Report Manager lets you run system reports The HomeRun XL Report Manager is described in detail in the Reports chapter HomeRun XL Car Dealer Software 5BOverview e 27 Admin Menu You manage and control HomeRun XL through the Administrative Tools found on the Admin Menu The following table briefly describes the Admin menu options Admin Menu Option Purpose Company Information This menu item
102. l treaties No part of this program may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc amp Associates Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extend possible under the law The HomeRun Software program uses various forms in this software We believe these forms meet the requirements of the Motor Vehicle Dealers Act 2002 MVDA We have made every effort to ensure that these forms meet This program is protected by the requirements ofthe MVDA 2002 However these forms copyright in Canada and have not been vetted by our Lawyers International Markets Itis highly recommended that you have these forms LeBlanc amp Associates checked with your Legal Counsel to ensure that they are 25 Four Winds Drive Suite 613 suae for yoorEusiness Toronto Ontario M3J 1K8 LeBlanc amp Associates expressly disclaim all responsibility for Tel 416 663 8510 Fax 416 663 7951 the validity of these forms email support homerunsoftware net www homerunsoftware net Show this form at startup Click Continue to enter HomeRun XL Click Exit to leave If you want to redisplay the Welcome Form while you are using HomeRun XL select the Welcome Form option on the HomeRun XL Help menu HomeRun XL Menu The HomeRun X
103. mpany Detailing Mortimer Harold Customer Samue eBan we LeBlanc amp Associates HomeRun Develop Cole Nat Express Auto Sales Wholesaler Trentway Auto Sales Dealer UsedCars Samue Auto Trader Inc Advertising Auto Repair Service Auto Repair Motorcade Auto Parts Supplier Samson Auto Sales Dealer UsedCars Ontario Auto Wholesalers Inc Wholesaler As you add more records you will be presented with a larger list of all the records in the data table that match your request Click on the label on the top of the column and type the start of the name you are searching for If you were looking for LeBlanc amp Associates you could type the letter and you will be taken to the beginning of the names that start with Type the next letter and so on to find your record The Index order is incremental which allows you to quickly find the record you re looking for If you want to search for a record by a different field shown Click on the field name at the top of that column That field will become the active search field Type the first few letter of name you want to find 44 e 6BData Entry HomeRun XL Car Dealer Software The Form is divided in 3 sections Main Information Contacts Harold Mortimer Print This Record O Inactive Main Information Miscellaneous Information Correspondence
104. n XL Car Dealer Software 3BSetup e 11 Environment On Off Date CI Confirm Century 0 Rollover Year o v Strict Date Level Bell oft v Bell Clock WAV C Clock On Off Misc Format 12 v Report Manager Type Edit amp Run v Row o Application Language Column o English US v 1 Cancel The Environment dialog lets you customize the HomeRun XL environment The environment settings are described below You can change the environment settings as needed Confirm Specifies whether the Enter or Tab key must be pressed to exit an input field on a form When Confirm is checked you must press Enter or Tab to move to the next object on a form When Confirm is unchecked and the cursor reaches the last character in an input field the cursor moves to the next object and the bell sounds if the Bell check box is checked By default Confirm is unchecked Exit Confirm When you exit HomeRun XL a dialog appears to confirm your exit This dialog prevents accidentally exiting HomeRun XL However some people are annoyed by the confirmation dialog If you re in the latter group you can turn off the exit confirmation by unchecking the Exit Confirm check box Clock If you want to display a clock in the HomeRun XL window you can choose the row and column for the clock s display You can also choose to display the clock in the status bar Bell Turns your computer bell on and off If the Bell check box is c
105. nal or Vista Business HomeRun is a business application and as such requires a Business Operating system Windows XP Home Vista Home is not a business operating system and as such is not recommended In addition we will not offer support on system problems if you are running these home operating system Installed Windows fonts Arial Courier New and Times New Roman Begin the HomeRun XL installation process by running SETUP EXE from either the supplied CD or the Downloaded file Setup for a Single User or Main Network Computer gt To run Setup 1 2 Start Microsoft Windows Close all other Windows applications Installation from CD ROM Put the HomeRun CD ROM in your CD ROM drive Run the SETUP EXE program found on the CD ROM Installation from Exe File If you are installing HomeRun from exe file that you download from the HomeRun web site create an empty directory and place the file s into that directory or save to your Desktop so it will be easier to find Run the downloaded file from the directory that contains the EXE file Setup displays a Dialogue box telling you that it will install HomeRun in the C Program Files HomeRunXL3 1 Ddirectory or Folder Follow the instructions on the screen Setup ends You ll see a Windows Start menu entry for HomeRun A shortcut will also be placed on your Desktop You can now run HomeRun from the HomeRun Start menu or Desktop options The next step is to run HomeRun to complete
106. ncy Agents Tel 905 656 8989 Dealer Number RIN Number GST Number PST Number Dealer Salesperson Salesperson Number Notes 1 Notes 2 For a Retail Contact you will enter the drivers licence and insurance information If you do not enter this information here you can choose Edit from the picklist menu in the Retail Bill of Sale to enter it then It will then be copied back to the Sale form In the case of Dealer you must enter the Dealer s information here It is taken from here when entering vehicles in the Bulk Purchase Wholesale Buy and Sell forms You can also enter any miscellaneous information you wish to make about this record in the notes or memo field gt Dealer Information When you either Buy or Sell a Vehicle to another Dealer you re required to keep track of certain information This information should be entered on this tab In this way when you fill out the Buy or Sell information the information will automatically be entered on those forms and you will have a permanent record of the complete transaction gt Licence and Insurance In the case of a Retail Client you require certain information when filling out a Bill of Sale When you have previously sold a particular Client a Vehicle you would already have some of this information In this case the information would automatically be filled in when you make out the Bill of Sale form You can then update the information as requ
107. now This chapter identifies the basic mechanics that will help you understand and use HomeRun XL better You will get to your destination faster if you take the time to review what s here HomeRun XL Toolbar The HomeRun XL Toolbar has buttons that let you quickly access special functions HomeRunXL 3 1 Car Dealer Program Registered to Joe LeBlanc File Edit Yiew Data Reports Admin Window Help HomeRun __ gt Toolbar su HomeRun XL 3 1 Car Dealer Program Registered to Joe LeBlanc Used Car Dealer Software Contacts amp Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Windows Flyer Trade In Information Form Enter Bulk Vehicles Purpose SSS BE Displays the HomeRun XL Sarup Fom ex Wilprin te active serenor window HomeRun XL Car Dealer Software 4BUsing HomeRun XL e 17 HomeRun XL Form Toolbar Controls Shortcut Menus HomeRun XL forms have toolbar control push buttons The toolbar control buttons let you view and manage data in tables jQIMEB Y 22 Sa ot DBs XP E The HomeRun XL Form Toolbar You need to learn how the toolbar control buttons operate The Data Entry chapter lists the HomeRun XL toolbar controls and describes how they operate Please review the Data Entry chapter so you ll know how to use HomeRun XL forms When you right click
108. nt points that we would like you to remember e HomeRun XL includes Administrative Tools that help you manage and monitor your use of it e You access the Administrative Tools through the Admin menu e You can turn many of the Administrative Tools on and off through the Admin Tools option on the Admin Security menu e HomeRun XL Security gives you greater control over who can access HomeRun XL and what they can access See the Security chapter for all the details HomeRun XL Car Dealer Software e You can customize the HomeRun XL environment through the Environment option e Ifyou are installing HomeRun XL on a LAN the Directories option lets you tell each workstation where shared data and report files are located To see more detail about the topics covered in this chapter refer to the appropriate chapters elsewhere in this User s Guide HomeRun XL Car Dealer Software 3BSetup e 15 Using HomeRun XL Some Things You Should Know There are some things you should know before you begin using HomeRun XL When you first learned to drive a car the main things on your mind were all the great places the car would take you and the freedom to go whenever you wanted You quickly learned however that there were some basic mechanical things you needed to know before you could drive your car anywhere So it is with HomeRun XL You want to jump right in and start using HomeRun XL However there are some basic things that you need to k
109. nt to be stuck with a product that s become obsolete Charges for HomeRun XL upgrades are determined and announced at the time an upgrade is released HomeRun XL Priority Support If you need emergency assistance or simply need to know that you can get telephone or email assistance when you need it on a priority basis you may purchase additional technical support services through our Priority Support option Priority Support can be purchased on a per incident basis or on an annual basis in sets of 10 or 25 Support Units Priority Support provides the following additional support services e Telephone Support from 9 00 a m to 4 30 p m EST Monday through Friday e Priority Response provides access to senior HomeRun XL staff e Priority Email Support lets you submit support requests via private email If you need priority telephone support call 416 663 8510 Telephone support hours are from 9 00 a m to 4 30 p m EST Monday through Friday You can also get HomeRun XL Priority Technical Support via private Internet email Send Internet email to support homerunsoftware net HomeRun XL Car Dealer Software 1Bintroduction e 3 Errors Visual FoxPro and When you purchase HomeRun XL not an upgrade you receive 30 day technical support A Support Unit is 15 minutes of HomeRun XL staff time any part of a Support Unit used counts as a full unit Each telephone call and each private email uses at least one Support Unit HomeRun XL Bug
110. ntered so you can start using the program right away Change these numbers as appropriate Then enter in the Information on all your Employees especially the Salesperson Licence Number You can access the Employees screen by Clicking on Data gt Employees gt Employees from the main menu After you initialize HomeRun you can run HomeRun at any time by Clicking the HomeRun icon on the Program Start Menu or the Desktop HomeRun XL Car Dealer Software 2Binstallation e 9 Performing Backup of Program and Data 10 e 2Binstallation As with all programs installed on your computers it is necessary to perform data backups on a timely basis This process can be as simple as copying the HomeRun XL files from your hard drive to CD DVD Disk or to USB Disks Another option is to use backup software to automate the procedure There is backup software installed in Windows This will allow you to set up backups as sets and perform the backups to any media If you need help with this check the windows help files It is always best to backup or copy the entire HomeRun XL folder In this way you will have the complete backup to restore in the case of disk failure or corruption The least you should backup is the the Data Folder Assuming that you have installed the program with the defaults you can find the program and data under C HomeRunSoftware HomeRunXL31 Here are some of the horror stories that we get regarding backup or lack thereof O
111. om the list If the name of the Salesperson is not in the Table you can enter a new one by choosing Add from the button on the Picklist Next Choose Contact Type from the type field This is how you will sort your contacts in the future You can add or modify the Contact Type Labels to suit your particular business needs Enter the balance of the Contact or Client information You will notice that the City and Province also have an F2 Picklist to help you with your choice and to eliminate as much typing as possible You will also notice the name is displayed at the very top of the form That is so that you will always know which Contact you re working with no matter what tab you are in When you enter a new record the Active Field is ticked on When a Contact becomes inactive for whatever reason you can uncheck this field and still keep the HomeRun XL Car Dealer Software 6BData Entry e 45 46 6BData Entry information in the Table for future reference Then when you print a contact list you can choose to print only the Active Contacts Miscellaneous Information Contacts Harold Mortimer Print This Record Inactive EEE Main Information Miscellaneous Information Correspondence Drivers Licence m1235 54566 54554 Licence Expire 11 16 2009 Birth Date 11 16 1972 Insurance Expire 07 15 2009 Insurance Company LIberty Mutual s Policy Number 546545878R Insurance Agent Sam McGee Age
112. ome c Y Ek gt OK Cancel Locate When you click the Locate toolbar control HomeRun displays the HomeRun Condition Builder A Locate Conditions Modify Condition Employment Type equal to OR Employment Type equal to Florida Employees Full Time Employees 5 zd New Copy Remove New Remove R Move Up Move Down Name Table Employee Data Full Time Employees Comments Field Employment Type E Selects employees whose EE 31 O332323 Nl Employment Type is RFT or m aose The Locate Condition Builder allows you to find records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 34 to learn how to use the Condition Builder with the Locate control Locate Grid If more than one record meets the search criteria entered HomeRun displays all the records that meet the search criteria in a searchable sortable grid You can highlight a record and close the grid to display the record on the form 40 e 6BDaia Eniry HomeRun XL Car Dealer Software Filter When you click the Filter toolbar control HomeRun displays the HomeRun Condition Builder A Filter Conditions Modify Condition State and BirthDate State equal to FL Date of Birth less than 1 1 46 OR State equal to CA Date of Birth less than 1 1 46 New Cop
113. omething like this 36 e 6BData Entry HomeRun XL Car Dealer Software HomeRun XL Car Dealer Software Locate Conditions Modify Condition Active equal to a H New Copy Remove Add OR Moye DOWN Name ciy and Tabie Master Client Table bd Comments Fiela US Operator equal to ba Value al za OK Close Notice that there s already a Condition Statement in the Modify Condition box It s based on the first field in the Field list and the default Operator which is equal to When you build your first Condition Statements it will replace the Condition Statements you see now Select Table View and Field The next step in building a Condition Statement is to select the field for the statement First in the Table combo box select the table that contains the field you want Then select the field in the Field combo box The field you select will appear in the Condition Statement highlighted in the Modify Condition box Select Operator Select an operator in the Operator combo box The operator defines how the field will be used with the value you enter into the Value box The operator you select will appear in the Condition Statement highlighted in the Modify Condition box The following operators are available to you erator erator not equal to less than greater than less than or equal to greater than or equal to equal to exactly equal
114. on table Click the Update Car Stock button on the top right corner of the screen Print the Wholesale Buy Agreement 2 Buy Wholesale Bill of Sale Add Vehicle to Carstock f Print Bill of Sale Main amp Vehicle Information Check amp Disclosure Statement Agreement 20006 Agreement Date 03 02 2009 X Buy Agreement SELLER PURCHASER Reg 456456456456 Reg 5044680 Name Big City Auto Sales J Name Joe LeBlanc Address 12345 Mainway Ave Unit 123 Unit 12 City Thornhill City Mississauga Province ontario Province Ontario Postal Code L4L 215 Postal Code 141 414 Tel 416 999 9999 Fax 416 888 8888 Telf 905 555 1111 Fax 905 555 4555 Salesperson s Registration 123456789 Salesperson s Reg 9865656566 Salesperson s Name McGee Salesperson s Name John Wingold GST Registration 123456789RT001 GST Registration 85698989 PST Registrations 1234 5678 Stock 10131 Year 2002 Honda Model accora SDN LX J Trim Level 1x Colour GasiDiesevHybrid 0 Serial 2 16492 928860 Distance Travel 123545 KMMies kw Price 4000 00 GST 200 00 Omwic Fee 5 00 Total Price 4205 00 HomeRun XL Car Dealer Software Check that the information is correct If there is no information shown go back to Vendor name field and choose the Vendor PickList Icon and click the Edit button This will pu
115. onda Model Civic 4D SDN Year 2002 Trim Level AT Colour Silver Body Type Passenger Car Serial No 2HGES16472H917758 Miles Out 215 988 KMiMiles KH MTO Brand None ED Prior Use v Is there a Safety Certificate Safety 123456789 v DISTANCE UNKNOWN If unknown check one ofthe following v Vehicle had travelled 215988 As of 05 25 2009 s Actual distance travelled may be substantially higher than odometer reading Mfr s Warranty In Service Date ye uw of Delivery v CAMVAP Manufacturer participates in Canadian Motor Vehicle Arbritation Paln Comments Note If you wish a comment to print on the Bill of Sale type whatever you wish printed in the Comment Field Trade in Vehicle Enter the Trade in vehicle information on this tab including Owner information if the Owner of the Vehicle is different than the information entered in the Sold To Screen Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Trade Stock Make E Model Stratus 2 0L amp Trim Level 456456 Year 1998 Colour Beige s Type Passenger Car e Serial 1B3EJ46X2WN333134 Kilo 192 015 KMMiles Cls there a lien againstthis vehicle 56 e 6BData Entry HomeRun XL Car Dealer So
116. only be modified in writing signed by you and a specifically authorized representative of LeBlanc amp Associates Use duplications or disclosure by the U S Government of the computer software and documentation in this package shall be subject to the restricted rights under DFARS 52 227 7013 applicable to commercial computer software All rights not specifically granted in this statement are reserved by LeBlanc amp Associates NOTE The HomeRun Software program uses various forms in this software We believe these forms meet the requirements of the Motor Vehicle Dealers Act 2002 MVDA We have made every effort to ensure that these forms meet the requirements of the MVDA 2002 However these forms have not been vetted by our Lawyers It is highly recommended that you have these forms checked with your Legal Counsel to ensure that they are suitable for your Business LeBlanc amp Associates expressly disclaim all responsibility for the validity of these forms Trademarks HomeRun HomeRun XL Car Dealer Software and the LeBlanc amp Associates logo are trademarks of LeBlanc amp Associates ProMatrix Visual ProMatrix and the ProMatrix Corporation logo are trademarks of ProMatrix Corporation Microsoft Visual FoxPro and FoxPro are registered trademarks and Windows is a trademark of Microsoft Corporation All other trademarks acknowledged September 2009 Contents CONTENTS p
117. pecifically LeBlanc amp Associates make no representation or warranty that this software is fit for any particular purpose NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall LeBlanc amp Associates or its suppliers be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use or inability to use this product even if LeBlanc amp Associates have been advised of the possibility of such damages Some provinces states countries do not allow the exclusion of incidental or consequential damages so some of the above may not apply to you GOVERNING LAW AND GENERAL PROVISIONS This License and Warranty Disclaimer shall be construed interpreted and governed by the laws of the Province of Ontario and any action hereunder shall be brought only in Ontario For the purpose of this program the Purchaser accepts the domicile of the City of Toronto in the Province of Ontario If any provision is found void invalid or unenforceable it will not affect the validity of the balance of this Licence and Warranty Disclaimer which shall remain valid and enforceable to its terms If any remedy hereunder is determined to have failed of its essential purpose all limitations of liability and exclusion of damages set forth herein shall remain in full force and effect This Licence and Warranty Disclaimer may
118. pike s Salesperson 4568986565 sj Title Sales Manager Dealer Salesperson 8879875649 HomeRun XL Car Dealer Software Warranty There 2 types of Warranty that a dealer can give a Dealer Warranty and a 3 Party Warranty In both instances there can be many different warranties that would be applicable for a sale depending on the year and type of vehicle etc sold These Warranties should be entered in the Warranty Table Data gt Lookup Tables gt Warranty menu item to administer these items If there is a Dealer Warranty with this vehicle sale check the Dealer Warranty checkbox and choose the F2 PickList tab next to months to choose a previously entered warranty detail Modify the description if required to reflect the exact nature of the warranty given If there is a 3 Party Warranty check the checkbox and choose the previously entered warranty detail from the Company F2 PickList button Bill of Sale Retail Stack No 10120 Make Honda Model Civic SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Short Description 30 Power Train Warranty s Months 1 Mileage 1000 Description 30 Day Full Power Train Warranty See separate document for full warranty details v Is there a 3rd party Warranty Short Description 12000 KM Silver Warranty s Months 12 Mileage 12000 Company The Warranty Company Des
119. ple Condition Statements When a Condition is composed of more than one Condition Statement the Condition Statements may be connected by an implicit logical AND operator or by an explicit logical OR operator Condition Statements listed next to each other are assumed to be connected by an implicit AND operator To connect Condition Statements by an OR operator you must explicitly insert the OR operator by clicking the Add button below the Modify Condition box The AND operator takes precedence over the OR operator As an example let s say you needed to apply a filter to the Client and Contact form in HomeRun Let s say your filter needs to select Suppliers located in either Mississauga or Brampton Here s what the Condition Statements would look like in the Modify Condition box on the Condition Builder Modify Condition Contact Type equal to Supplier City equal to Mississauga OR City equal to Brampton Remove HomeRun XL Car Dealer Software 6BData Entry e 35 In plain English these Condition Statements say select a contact record 1 if the client type is Supplier and the client is located in the city equal to Mississauga or 2 the city is equal to Brampton Notice that the AND operator is implied between Condition Statements that are not separated by the OR operator Now let s explore the ins and outs of building Conditions The next section describes how to use the Condition Builder in detail gt To
120. ports There are two reports on an application s Security menu They are the Users and Passwords reports These reports are run from menu options instead of the Report Manager so that you can use Menu Security to prevent unauthorized users from running them HomeRun XL Car Dealer Software 8BSecurity 89 Access Levels Security There is additional security for the Users and Passwords forms On the Users form the first character of the Status field is designated as the user s Access Level As soon as one user has in the first character of the Status field Access Level security is turned on for HomeRun Once Access Level security is turned on the Access Level values in the first character of the Status field have the following meaning e Blank The user will not be allowed to access the Users or Passwords forms e 2 The user can access the Users or Passwords forms but the user will only be able to view users whose Access Level is blank or less than or equal to her own Access Level Level A is the highest and Z is the lowest Access Level A user cannot assign an Access Level higher than her own If an Access Level has not been assigned when a user enters the Users form Access Level Security is turned off and the user can view all records and enter any Access Level Warning If you re the system supervisor be sure you turn on Access Level Security by assigning yourself a Access Level before you g
121. praisal HomeRun allows you to produce and print Vehicle Appraisals 1Blintroduction e 1 e Trade In Forms HomeRun allows you to produce a form for the trade in client to sign for Trade in Vehicles e Windows Flyers Produce individual professional looking Windows Flyers for your vehicles e Reports Many reports are included with the program such as Vehicle Listings Delivery Schedules Inventory Valuation Reports Sales Report and Purchase amp Tax Reports e Security Allows you to have full User Security such as Access to the program Fields such as profit amp cost can be hidden from employees on a need to know basis Menu Security allows you to decide if employees can see or access certain form and items Who Should Use Homerun XL Car Dealer Software HomeRun is for Used Car Dealers who want to be able to manage their business in a Professional and Profitable Manner Although you don t have to be a computer expert to use HomeRun you should be familiar with the following e The Microsoft Windows operating environment and conventions e f you are going to be using HomeRun in a multi user environment you should understand basic networking Especially network and printer mapping e Microsoft Windows operating environment and conventions When You Need Help When you need help while working with HomeRun XL Car Dealer Software the first place to turn is the HomeRun XL Car Dealer Software documentation You can
122. quiremensts eee 5 RUNNING SETUP EM E Setup for Single User or Main Network 6 Setup for Networked Workstations inscriere ienn en eene teen eene R eene terne teet i teens 7 3 sr abii eonibibieoa noma baa maa EE 8 HomeRun Directories for Single User Server eese ener nre rennen ene 8 HomeRun Directories for Network Users esee eese ener nennen trennen rene enne ene 8 REGISTERING HOMERUN TO USE cccccccecssssssscecececsesesseaececececsenaaeceecceceeeaaececececseneaaeaecececeeseaeaeceeececsensaaeees 8 RUNNING HOMERUN THE FIRST 9 PERFORMING BACKUP OF PROGRAM AND DATA ssssssssccecsesssececececeessaececececeeseneaeceecceesestaaeceeeeeesenseaeees 10 SE TU Pivessccscssicicsescsecesesasivanossacecseacesecsconsacssenceacavennpseacesuaseuspacsseccssussconssedecseaacevenas snasessceeseuasoecedeascsstevenssscasees 11 e e e eb E e ic Ba ees EAR GR EEE oes ROARS 11 HOMERUN XE ENVIRONMENT E OPERE Fin E YER REO REPE PE RV XE e e 11 COMPUT ere ue OH Botan eA D amen me edu eH 12 Exit Conf m E 12 Gd PE 12 nane 12 13 Report Mor Type ai e E e rp Rp REC WII MR sa Bag feb be eas aes E 13 DIRECTORIES
123. r The Change Character is described in Password Setup on page 86 If a new password is to be entered HomeRun displays the New Password dialog New Password The New Password dialog requires you to enter a new password that conforms to the rules entered on the Password Setup form see next section HomeRun XL Car Dealer Software 8BSecurity 85 86 e 8BSecurity J New Password Enter New Password Enter Again to Confirm After you enter a valid password you must enter it again to confirm your entry This is necessary because the entries are hidden from view and you may have entered something other than what you had intended If you decide to not enter a new password pressing the escape key or Cancel will exit HomeRun Password Setup The Password Setup form on the Admin Security menu is where you define the rules for entering new passwords Password Setup New Password Warning Days m Minimum Length 1 4 Change Character Maximum Length 1101 v Password No ID Prior Passwords 1g Case Sensitivity Case Sensitive User ID Case Sensitive Password The fields on the Password Setup dialog are described below e Warning Days The number of days prior to the password expiration date that a warning dialog will be displayed The warning shows the expiration date and allows a user to change passwords immediately e Change Character Holds the character that when appended to the passwor
124. r Date on Bill of Sale Sold Date 10 02 2007 HomeRun Condition Builder The HomeRun Condition Builder is an interface used with the Form Toolbar Locate Filter and Group Delete controls and the Report Setup Dialogue s For and While options Locate 2 Conditions Modify Condition Conditions Contact Type Contact Type equal to Condition Library List OR Sratendnts Contact Type equal to Contact 1 Remove AGG OR Conditi Name LN Condition onaition Name M Contact Type Table Master Client Table Statement Comments conste O H Builder Fiela Contact Type hd Used to filter or locate records by t Contact Type Operator equa to Value Supplier The Condition Builder allows you to construct simple and complex conditions to locate filter or delete records on a form The Condition Builder lets you create conditions to select the records that will appear in a report Conditions Library The Condition Builder allows you to store maintain and recall a library of frequently used conditions for each form and report What s more if you turn on User Access Security each user can build her own library of conditions In short you can create condition libraries by form report and user How to Use the Condition Builder The Condition Builder provides a list of fields for a form or report You build a new condition by building condition statements from the fields
125. rent Order index key Ifa partial key is entered all records matching the partial key are displayed in a Browse for user selection Locate Brings up the Locate dialog for locating records using condition expressions created by the user Displays all records meeting the conditions in a Browse for user selection List Provides a picklist grid with incremental search and sortable columns for finding records quickly and easily First Displays the first record in a table as defined by the record Order and Filter 4 Displays the previous record in a table as defined by the record Order and Filter b Next Displays the next record in a table as defined by the record Order and Filter kl Last Displays the last record in a table as defined by the record Order and Filter HomeRun XL Car Dealer Software HomeRun XL Toolbar Controls Data Update You use data update controls to maintain the data in a Controls table As you update the data a record of the update is entered in the Audit Trail if the Audit Trail tool is on New Displays blank form fields for adding a record to a table If the form is a child in a Related Forms group the primary key fields in the parent record are automatically entered into the foreign key fields of the new child record E Copy Copies the current record and displays the copy for editing Used to add a record and carry values from the current record to the new record Delete Deletes
126. rs and their passwords on the Users form before User Access Security can be turned on through the Admin Tools dialog See the Users section below User Login When you run HomeRun with User Access Security on HomeRun displays the User Login dialog A Enter your User ID and Password UserID Developer Password Enter your ID and password If you press the escape key you will exit HomeRun You are allowed three attempts to enter a valid password Upon the third invalid entry you exit HomeRun Temporary Password When you enter a new user on the Users form you enter a temporary password for the user When the user enters HomeRun for the first time the user will be prompted to enter a new password of the user s own choosing The purpose of this feature is to allow only the user to know their password after the system supervisor assigns a temporary password Password Expiration After you enter a valid password HomeRun checks to see if it is time to change your password It is time to change your password if the current date is equal to or greater than the date calculated by adding the Password Period in your User record to the date you last changed your password Changing Your Password You may enter a new password at any time by entering the Change Character after your password on the User Login dialog The Change Character is a question mark but the system supervisor can make it another characte
127. s reserved for the HomeRun staff to be used in case you should lock yourself out of the program This Group is set up to have Access Security Level of A e MGR This group is for the Administrator Owner or Manager It gives you full Management Permission to all fields controls tables This Group should be set up to have Access Security Level of An initial user is set up in HomeRun by default For Security Reasons we do not publish the Management User Name amp Password in this manual We will give you this User Name amp Password when you purchase the program All other users have to be set up by you e SMG This group is for the Senior Managers It has been modified from the MGR group to not allow as many features as given to the manager level You can add or not allow control to features in the program when you allow this level for individual users This Group should be set up to have Access Security Level of e USI This group is one of 2 groups set up for day to day users This group will not allow permission to some groups or Menu items but will allow to see cost on the Bills of Sale amp Vehicle Info form This Group should be set up to have Access Security Level of D e US2 This group is for the lowest group of Users This level will not allow this User to see any costs Will also not be able to run any security or cost reports This Group should be set up to have Access Security Level of
128. ss Security on page 85 e Access Levels Security See Access Levels Security on page 90 e Menu Security See Menu Security on page 91 e Controls Security See Controls Security on page 94 e Field Security See Field Security on page 97 e User Security Mistakes and How to Recover User Security Mistakes and How to Recover on page 100 Turning on Security You turn on User Access Security Controls Security Field Security and Menu Security on the Admin Tools dialog You reach the Admin Tools dialog from your application s Admin Security menu Admin Tools _ Activity Tracking C Audit Trail v Error Handling v Field Validation Help Field Description Help Field Picklist Help MenuMfindow C Security Control C Security Field C Security Menu Cl Security User Access 82 e 8BSecurity HomeRun XL Car Dealer Software A check in a Security check box on the Admin Tools dialog turns a Security tool on Caution Do not turn on security until you know how HomeRun security works and how to set it up If you can t wait until you ve read this chapter to turn on security and you wind up locking yourself out of HomeRun see User Security Mistakes and How to Recover on page 100 Then vow to read this chapter before you turn on security again By Default groups of users have been set up within HomeRun security The Groups that have been set up are as follow e DEV This group i
129. t Updated 07 16 2009 Company Record No Inactwe No Contact Typ eRetail Cust Name Harold Mortimer Company Address 456 WenbyorthRoad Hamilton Ontario L4L L4L Tekphone Res 905 545 5454 Bus 905 454 8787 E Mail Address Driers Li M1235 54566 54554 Expires 11 16 2009 Birth Date 11 16 1972 icence Insurance Company Policy Number LIberty Mutual 546545878R Expires 07 15 2009 Insurance Agent Sam McGee Agency Tel 905 656 8989 Notes Print Personal Information F Report Designer r_contact frx Page 1 Contact Information Date Printed 07 16 2009 10 14 56 Date Ist Entered 05 25 2009 Last Updated 07 16 2009 Company Record No Inactive No Contact Type Retail Cust Name Harold Mortimer Company Address 456 WentworthRoad Apt 403 Hamilton Ontario LAL L4L Telephone Res 905 545 5454 Bus 005 454 8787 E Mail Address hm isp com Family Interest Referred By Now Has Salesperson Print Basic Information HomeRun XL Car Dealer Software Vehicle Information eee From this screen you will manage your Vehicle Inventory All Vehicle history as well as current inventory is kept in this Table This allows for data access and report production for all vehicles that passed through your Dealership This Form is broken into 6 tabs each holding related information Vehicle Information This screen holds the main vehicle information The program automatically assigns a new Sto
130. t you in the Contact Form Ensure that the information is entered correctly for this Vendor Save and Close the Client Form and return to the Agreement Save the information again The information will be transferred to this form Enter the information on the Vehicle purchased You can leave the Year field blank Once the VIN is validated the program will extract the Year from the VIN When the cursor is in the Make field Press F2 to choose a vehicle make from a list Do the same for the Model field Fill in the Serial Mileage and Price Paid fields Also if the vehicle is either a Police Car or Taxi check the P T Checkbox Note that the Serial Number is checked for validity when you move off the Field If the Serial Number is entered incorrectly you will be prompted to reenter it correctly Also the year is extracted from the Serial Number and put in the Year field for that particular vehicle VIN Number Check 1 This VIN is Not a Valid Number Please re enter the number The entering of an incorrect VIN will not stop you from continuing entering information This feature is intended only to alert you of an incorrect VIN Buy Wholesale Bill of Sale Add Vehicle to Car Stock Print Bill of Sale Main amp Vehicle Information Check amp Disclosure Statement SEARCHES PROVIDED Ue Auto Check 7 Carfax Out of Province Lien Search Ontario History Search iv Can Check
131. ter Key Enter the registration name and key below exactly as given to you Hardware fingerprint Name Key Enter the Name and Key EXACTLY as given to you in appropriate box You should use the Copy and Paste function to enter the information Click OK The name which is part of the registration key is used to print your company name on all documents bills of sale and reports Running HomeRun the First Time The first time you run the main copy of HomeRun XL you must initialize it by filling in the items under Company Menu Items under Admin Main Menu This section is not required for Workstation setup gt To initialize HomeRun 1 From the Windows Start menu start HomeRun by selecting the HomeRun menu option If HomeRun doesn t run review the proceeding What Setup Installs section When HomeRun XL first starts the Program Registration form is shown See below on how to request Registration Keys You can access or change your registration information by clicking on Help gt Registration on the main menu All of the items you need to initially fill out before you start using HomeRun will be found in the Admin gt Company Information Menu Tab Fill out your company information in the Basic Company Information section This is where the program gets the information to print on all forms used by this program Then fill in the Numbers Used section Default numbers have been e
132. th the Purchaser of the vehicle The mileage will also be filled in from the Vehicle Info table Change the mileage to the current mileage This information will be marked in the Mileage Out field when the update is performed HomeRun XL Car Dealer Software 6BData Entry e 73 74 6BData Entry Sell Wholesale Bill of Sale Main amp Vehicle info SEARCHES PROVIDED Update Car Stock Table Priri Bill of Salm Check amp Disclosure Statement I fUCDA Lien Search amp Check Auto Check out of Province Lien Search C Ontario History Search O Can Check Registration Brand Xone ls Odometer Faulty Broken Replaced or Roll Back See section 1 on Reverse and check appropriate box horo checked snow previous odometer reading And Date of Previous Reading 5 14 O18 C Dally Rental L Fire Damage O Police Cruiser Emerg Service Vehicle Does Vehicle require repairs to suspensioniframe Structural Parts Damaged Altered or Repaired J Ary previous damage repaired exceeding 3000 Have Manufacturer s badges or decals been changed Any Other Disclosure inves to any ofthe above Give Detalls MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA 2002 C OutotProvince Vehicle DUS veride If yes idenbty Province s or State s Water Damage Tax or umo s Ant Lock Brakes Inoperable Air Bags Missing Inoperable Polution
133. the HomeRun Audit Trail routine by default adds a record to the Audit Trail table for each field in the deleted record s primary key If you have checked the Del Aud Trail All Flds checkbox on the Data Manager Table Properties page an audit trail record is created for every field in the deleted record If the table has child grandchild etc related tables with the Cascade rule selected for deletes records in the related tables are deleted and Audit Trail records are created for the deleted related table records Consequently the Audit Trail feature can slow down the deletion of a record significantly Turn off the Audit Trail for HomeRun If you don t need the Audit Trail for any forms in HomeRun you can turn it off on the Admin Tools dialog reached from the Security popup on the Admin menu This will increase the speed at which records are deleted 104 9BTips amp Techniques HomeRun XL Car Dealer Software HomeRun XL Car Dealer Software e 105
134. the amount set out on the agreement as a trade in allowance 6 ACCEPTANCE BY PURCHASER It is mutually understood and agreed that where the purchaser fails to accept delivery of the motor vehicle within seven days of the date of mailing of a notice from the dealer of the availability of the vehicle for delivery the agreement may be cancelled by the dealer and all moneys paid as a deposit including any motor vehicle taken in exchange may be retained by the dealer as liquidated damages and not as a penalty The said notice is to be sent by prepaid registered mail addressed to the Purchaser s last known address 7 TRADE IN VEHICLE It is mutually understood and agreed that any motor vehicle given in exchange or as part payment towards the purchase price of the motor vehicle sold herein shall be equipped and in the same condition reasonable wear and tear only excepted at the time of delivery for acceptance of the said motor vehicle as it was at the date hereon and any repairs prior to delivery but after the date hereon shall be the sole responsiblity of the purchaser 5 LEIN ON PURCHASED VEHICLE The purchaser shall not hereafter cause or permit any charge lien or encumbrance whether possessory or otherwise to cxist against the said motor vehicle until the purchase price ahs been paid in full 9 INSURANCE It is expressly agreed that the dealer is not responsible and in no way guarantees the provision of insurance coverage of any kind for the said motor
135. the current record from the table Relational Integrity is enforced Group Delete Brings up the Group Delete dialog for deleting records using condition expressions created by the user Deletes all records meeting the conditions entered As records are deleted the Audit Trail is updated and Relational Integrity is enforced EX More After entering a new record clicking the More control saves the record and adds a new blank record Save Saves data entered while adding Copying or editing a record and ends the add or Copy Cancel Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy Related Forms Controls Parent Mode Turns Parent Mode on for child forms While Parent Off Mode is on the record selection and navigation controls operate on parent records When the Parent Mode Off picture is displayed Parent Mode is not in effect Parent Mode Turns Parent Mode off While Parent Mode is off the On record selection and navigation controls operate on child records When the Parent Mode On picture is displayed Parent Mode is in effect Close Control da Close Closes the form Required Fields Some Fields on forms are designated as Required Fields and must be filled in before a record can be saved These fields are shaded light yellow on the forms Some of the HomeRun XL Car Dealer Software 6BData Entry 33 fields that are required are Ente
136. the installation Before starting to use HomeRun for the first time you will need to enter certain information identifying your company and certain licence numbers that are specific to your company The Running Home Run for the First Time section tells you how to do that But first read the next section to see what Setup has installed and to check your setup Very Important Read and follow the instructions in the Creating Security Recovery Files section below to make sure you can recover if you implement HomeRun s Security Option and accidentally lock yourself out of HomeRun after setting up HomeRun s Security tools 6 e 2BInstallation HomeRun XL Car Dealer Software Setup for Networked Workstations A Workstation setup installs the main HomeRun program files and the necessary support files required to run HomeRun on an individual computer The Data is stored on the Server or Main computer and is used by all workstations gt To run Setup 1 Before starting the Workstation install you must map the HomeRun data path to the Server or Main computer Our recommendation is that you map drive H to the main HomeRun folder You may use any drive letters you wish however it is a good practice from an administration point of view to map each workstation with the same drive letter If you don t know how to set up a Share on one computer and set up the mapping from other computers to this share you may want to get a Computer Pro
137. the tables whose names do not begin with S e All system tables by clicking the System button HomeRun XL identifies system tables as the tables whose names begin with S System Tables System tables are tables that contain data used by standard HomeRun XL functions such as the data dictionary audit trail error handler etc Non system tables are tables that contain your data files 4 Youcanremove tables from the Selected Tables list by e Highlighting an individual table and double clicking it or clicking the left arrow button e Clicking the double left arrow button HomeRun XL will remove all tables from the Selected Tables list 5 When you have selected the tables you want click OK and the reindex or pack operation begin 7BAdministrative Tools e 81 Security Overview Users of professional business database applications expect extensive security features in the applications they use They expect User Access Security Access Levels Security Menu Security Controls Security and Field Security Fortunately for you HomeRun includes those security features This chapter describes the HomeRun security features by showing how to turn on and set up security for application users Implementing Security for Users The following sections of this chapter describe how to turn on and set up security for application users e Turning On Security See Turning on Security page 82 e User Access Security See User Acce
138. them You Forget Your User ID and Password You ve set up a User on the Users form You ve turned on User Access Security You forget the User ID and Password and you haven t written them down You re locked out of your application Recovery Turn off User Access Security by copying your backup SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX table to your HomeRun XL3 DATA directory Enter HomeRun Go to the Passwords form on the Admin Security menu Write down your User ID and Password Turn on User Access Security again if you like through the Admin Tools dialog on the Admin Security menu You Turn on Access Levels Security for Another User before Giving Yourself an B Access Level You ve set up a user on the Users form and given the user an Access Level Access Level Security is now on Your Access Level is still blank You can t access the Users or Passwords forms HomeRun XL Car Dealer Software Recovery If you or the user with the Access Level can enter HomeRun with that user s ID and password you can go to your User record and give yourself an B Access Level That solves the problem If for some reason you or the user can t enter HomeRun with the user s ID and password to correct the problem your recovery is a little painful First you must turn off User Access Security by copying your backup SDATAUSERS DBF SDATAUSERS CDX and SDATAUSERS FPT files to your HomeRunXL3 DATA directory Of course
139. thing to give the system supervisor full Field Permissions Password Access Check the Access check box on the Passwords form That will turn on Password Access Security You don t have to turn on Password Access Security right away You can always do it later However when you do turn on Password Access Security be sure to do it by checking the Access check box for the system supervisor first Turn on Security After you have done the above use the Admin tools dialog to turn on User Access Security and any other security tools you want The next time the system supervisor runs HomeRun they will need to enter their User ID and Password to login Setting Up Other Users To set up security for other users you follow the same basic procedure as for the system supervisor However you grant other users a lower security level or fewer permissions Also you can create Menu and Control Permission Groups to avoid having to set up Menu and Controls Security Permissions for each user If you use Field Security you must create Field Permission Groups Permission Groups are explained in later sections of this chapter 84 e 8BSecurity HomeRun XL Car Dealer Software User Access Security User Access Security prevents unwanted entry into HomeRun User Access Security requires users to enter a valid User ID and Password before they can access an application Tip When HomeRun is installed User Access Security is turned off You must enter use
140. tion development tool for Visual FoxPro The program is compiled into a Executible file You do not require any of the above programs to run HomeRun Where to Go from Here 4 e 1Bintroduction Here s the approach we recommend for using the User s Guide e Start with the Installation chapter to learn how to install HomeRun XL e Follow the instructions in the Setup chapter to make sure you have HomeRun XL set up the way you want to use it e Review the Overview chapter to experience the flavor of how HomeRun XL works e Work your way sequentially through the remainder of the User s Guide HomeRun XL Car Dealer Software Installation HomeRun XL Installation HomeRun XL is a true multi user program You can install on a single computer or if you have networked computers you can install the data on 1 computer Server and install the base program on the other computers on your network and map to the data on the server computer To install HomeRun XL you ll need either e The HomeRun XL CD ROM e The HomeRun XL setup exe file downloaded from the HomeRun XL Web site Installing HomeRun XL on your computer is a two step process 1 First you run the program SETUP EXE The Setup program creates directories on your hard disk and copies files to those directories If installing from CD ROM you should run the following set up file 2 For the Main Server or Stand Alone computer you should run the file setup exe The set up program
141. to For Condition Statement to be true Field and Value must not only be equal in value but must also be equal in length in Enter comma delimited list of values in Value box For Condition Statement to be true Field must contain one of the values in the list contains Enter character string in Value box Condition Statement is true if character string is contained anywhere within the Field 6BData Entry e 37 38 e 6BData Entry Condition Condition Statements 10 Enter a Value Enter the value in the Value box that will be compared to the Field you selected Do not enter delimiters such as quotes or braces The Condition Builder will add quotes and braces as needed Enter dates in the Date format specified on the Environment Dialogue accessed from HomeRun s Admin menu By default a date should be entered in the mm dd yy format The entry you make will appear in the Condition Statement highlighted in the Modify Condition box Build Additional Condition Statements If the Condition you are building requires additional Condition Statements repeat steps 3 through 6 above If the next Condition Statement you create needs to be separated by the OR operator from the Condition Statement you just completed click the Add OR button before clicking the New button to start the next Condition Statement Adjust Condition Statements as Needed If you need to change the order of the Condition Statements select the Cond
142. ur Office was broken into last night or on the weekend and someone stole all of our computers Another tale of woe is that the Hard Drive crashed and all their data is now gone We re sorry to tell you that there is nothing we can do to help recover your data HomeRun XL Car Dealer Software Setup HomeRun XL Setup HomeRun XL includes Administrative Tools that help you manage HomeRun XL and monitor your use of it 3 0 Car Dealer Program Basic Company Informaton Security Dealer amp Tax Numbers Tax Rate Activity ee Bills of Sale Default Value Audit Trail Errors Dealer Insurance Information HomeRun XL Car Dealer Pro Last Numbers Used Directories Print Dealer Information Environment Used Car Dealer Software Contacts amp Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Windows Flyer Trade In Information Form Enter Bulk Vehicles The options on the HomeRun XL Admin menu allow you to control and use the Administrative Tools Important After you install HomeRun XL visit the Admin menu to set up the Administrative Tools as you prefer The tools you may want to set up before you begin using HomeRun XL are described below HomeRun XL Environment You can control the HomeRun XL environment through the Environment option on the Admin menu HomeRu
143. ur hard disk with the following subdirectories and copies the HomeRun files to these directories Subdirectory Contents DATA Table files used by HomeRun and applications REPORTS Report files used by HomeRun and applications HomeRun Directories for Network Users Network Installation Setup creates a HomeRun directory on your hard disk with the following subdirectory The folders containing the Data and Reports will be located on the Server or Main computer Subdirectory Contents DOCUMENT A copy of the manual in Adobe PDF Format Registering HomeRun to Use 8 e 2BInstallation Registering HomeRun is a 2 step process The Process is the same for the Main Single User or Workstation installation and must be performed on all computers gt To Register HomeRun 1 When the Registration Form appears click the Enter Key Reminder This program is not free It is an 30 day evaluation version of copyrighted software If you have purchased the program please click Enter Key and enter the Name and Key sent to you EXACTLY as given If you are Evaluating the program the OK Button will become active after a 3 second delay Press OK to enter the program If you use it beyond the evaluation period you are expected to purchaser it from the LeBlanc amp Associates Please check the program s documentation for details Press the Buy Now Button to go to our Web Site e HomeRun XL Car Dealer Software 2 En
144. used to assign the user the same control permissions as all other members of the same group This way individual control permissions do not have to be assigned to each member of the group See Controls Security on page 94 Control Permissions The Control Permissions button brings up the Control Permissions dialog where control permissions are assigned If there is no entry in the Control Permissions Group field you can click the Control Permissions button to select control permissions for the individual user If there is an entry in the Control Permissions Group field the Control Permissions dialog will only display the permissions assigned to the group You may not change these assignments The group s control permissions may be changed through the Control Permission Groups dialog accessed from the Admin Security menu See Controls Security on page 94 Field Permissions Group A 3 character field used to assign the user the same field permissions as all other members of the same group See Field Security on page 97 Menu Permissions Group A 3 character field used to assign the user the same menu permissions as all other members of the same group This way individual menu permissions do not have to be assigned to each member of the group See Menu Security on page 91 Menu Permissions The Menu Permissions button brings up the Menu Permissions dialog where menu permissions are assigned If there is no entry in th
145. vehicle but may if so requested assist the purchaser in obtaining insurance coverage for the said motor vehicle CANADIAN MOTOR VEHICLE ARBITRATION PLAN The Canadian Motor Vehicle Arbitration Plan may be available to resolve disputes concerning alleged manufacturer s defects or implementation of the manufacturer s new motor vehicle warrranty or CANADIAN MOTOR VEHICLE ARBITRATION PLAN NOT AVAILABLE The manufacturer of this vehicle is not a participant in the Canadian Motor Vehicle Arbitration Plan Therefore the program under that Plan is not available to resolve disputes concerning alleged manufacturer s defects or implementation of the manufacturer s new motor vehicle warranty For further information on which manufacturers participate in this program visit www camvap ca Retail Bill of Sale Back Page 64 e 6BData Entry HomeRun XL Car Dealer Software Joe LeBlanc 45698 Mainway Street Unit 12 Mississauga Ontario LAL 3L3 Tel 905 555 4111 Fax 905 555 4222 COMPANY GST No 83722 3213 Registered Owner Harold Mortimer of Vehicle Name 456 Wentworth Road Apt 403 and Address Hamilton Ontario L4L L4L Phone Numbers Res 905 545 5454 Bus 905 454 8787 Trade Vehicle Year 1998 Model Dodge Model Stratus 2 0L 4D Trim Level 456456 Body Type Passenger Car Serial VIN 1B3EJ46X2WN333134 ION BELOW MUST B IS ODOMETER FAULTY BROKEN REPLACED OR ROLLED BACK IF YES SEE SECTION 1 BELOW AND CHECK APPROPRIATE BOX HERE IF 1A
146. ware 6BData Entry e 69 Wholesale Buy Sell Agreements 70 e 6BData Entry Wholesale Buy Agreement The new MVDA 2002 regulations has specific requirements on Dealers when Buying or Selling used vehicles HomeRun as been designed to allow Dealers to enter the vehicles while capturing the required information and printing compliant Bills of Sale In the greatest majority of the cases vehicles are purchased one at a time Because of the information that has to be entered for each vehicle the agreement has been designed to enter only one vehicle at a time The steps for filling in the Wholesale Buy Agreement are as follows Note that the form has 2 tabs The first tab contains the purchaser and vendor information as well as the basic vehicle information The second tab has the Vehicle disclosure information 1 Choose the Vendor from the F2 PickList next to Vendor Name 2 Verify the Vendor Licence and other information from the Number Tab 3 Enter the Purchasing Salesperson information 4 Notice that the Purchaser Name and other information is automatically filled in when you enter a new record 5 Enter the name and licence number of the person that will be signing the document for this vehicle purchase 6 Enter the vehicles in the Cars Purchased in the bottom part of the form Note that you do not assign the Stock number at this time A stock number will be assigned for this vehicle when you update add to the Vehicle Informati
147. y Remove New Remove Add OR Move Up Move Down Name Table Employee Data State and BirthDate Comments Field State 7 Operator equal to 7 value FL Close The Filter Condition Builder allows you to filter records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 34 to learn how to use the Condition Builder with the Filter control When you complete building a Condition clicking the OK button sets the filter on the active table or view From that point only records that meet the filter condition are displayed on the form HomeRun XL Car Dealer Software 6BData Entry e 41 Order Group Delete 42 6BData Entry When you click the Order Toolbar control HomeRun displays the Order dialog tee Order Main Car Information Table Cl Persistent Indexes Do not use an index Bought From Car Paid Colour pese m Out Date Paid NTO Brand Make SAscending Descending The Order dialog displays the record orders you can select for the table displayed on a form The current order is highlighted You change the order of the records on the form by selecting a different order The order can be made ascending or descending through the option buttons on the Order dialog When you click the Group Delete toolbar control HomeRun displays the HomeRun Condition Builder A Group Delete Conditions Modify
148. y to pack tables to remove any records marked for deletion and to pack memo fields 9 Reindex Pack Tables Tables Activity Tracking Application Controls Application Definition Condition Detail Condition Fields Conditions Reindex O Pack Selected Telephone Extention F2 Lookup Table Terms of Sale F2 Lookup Table Users VIN Validation Table for Letters Vehicle Equipment List Vehicle Expense Detail Vehicle Make Lookup Table Vehicle Model Lookup Table Vehicle Trade In Information Table Warranty Table Wholesale Buy Detail Table Wholesale Buy Header Table Wholesale Sell Header Table Window Flyer Item Table gt To use the Reindex Pack Tables Utility 1 Click either the Reindex or the Pack option button If you select Pack HomeRun XL will also reindex the tables you select 2 The Tables list on the left side of the dialog shows all the tables in HomeRun XL including system tables You select the Tables you want to reindex or pack When you select a table the Selected Tables list on the right side of the dialog displays the table s name HomeRun XL Car Dealer Software 3 Youcan select e table individually by highlighting it in the Tables list and double clicking it or clicking the right arrow button e All tables by clicking the double right arrow button e All non system HomeRun XL tables by clicking the Application button HomeRun XL identifies non system tables as

Download Pdf Manuals

Related Search

Related Contents

Dicota iPad View  平成26年3月15日号    肇クご 取扱説明書  printing - Index of  Toshiba TLP-T72 Projector User Manual  Fongicide HERITAGE MAXX - Syngenta Crop Protection  Hereford 67 user manual  Programmheft Herbst 2015 - Volkshochschule Region Kassel  instrucciones de instalacion puerta corrediza para patio  

Copyright © All rights reserved. Failed to retrieve file