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User - Tom Hampton Agency

1. J Adding Vehicle ERU ICI xil xi gt S Display only active vendors C Display ALL vendors C List ALL Vendors SelectCategoy List Only One Category General Search by Company Name Search by Contact y my 4 C I I 7 PE A m E Delete highlighted E EKL Modify Categories Change island Exit 155 7 US DJUD MARGERA SXT RWO Ny ss WA YA Zu EA 4 JPA EA ALE B YOUR COMPANY HERE Monday July 26 2010 3 00PM start 2 8 gt M FRAZER START Microso Frazer 7 62 3 00 PM Click Select and it will put your vendor your Cost Window __ COMM Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing TF Adding Vehicle New y sD YA z 7 General Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide PA Vehicle Infon MEE o LM x 4 Added Costs an FA Date Description WINDSHIELD PD CK 1487 ON INVOICE 890765 y Date 772570 25 4 Vendor 614555 COMPANY Select Vendor x Cost 110 00 Labor Cost 000 Labor Calculation y Labor Rate 85 00 2 Total aM c EMEN Number of Ho
2. Net Trade in August 2010 44 September 2 2010 gt Government Fees SMTWTFS P 6 L a Dealer Service Fee 8 91011121314 Service Contract 1516 17 18192021 ce ontrac 1217334 2 25138 delivery fee 293031 z ENE Adjust Pricing October 2010 bove if you want to adjust the eMTWTES nt to Finance the Total of Sales Tax 2 nts or the Payment Amount TASR 34 SETTE 9 Iculating Financing Total Cash Price 10111213141516 gt Inventory 17 18192021 2223 2425 26 27 2829 30 Cash Down Payment 7 Initials Cash M us Pick Up Note Pick Up Note is a Deferred or Delayed Down Payment Amount to Finance No interest is added to a Pick Up Note Ke Retrieve Prospect c Complete as Save as Cancel Do Credit Report lt amp Print Sale H Prospect Not Save YOUR COMPANY NAME HERE Monday August 2 2010 1 38PM A TA start O gt E Frazer Wl FRAZER START Microso 7 OPA 1 39PM Once a date has been set click OK and then on to setting up the payment schedule for your customer Most of your customers are how much not how long so be sure to check the appropriate boxes in the center column as to how you want your payments Weekly Bi Weekly Semi Monthly Monthly Then make sure that you are figuring payment amount and enter the Dollar
3. OUR COMPANY NAME Monday July 26 2010 SPM cy VIN numbers 24june 10 start 2 gt i FRAZER START Microso Frazer enO 5 09 Cancel the sale this puts the customer back into the Prospect file Click OK to the next little yellow box that pops up then go to ENTER SALES Click RETRIEVE PROSPECT from the lower left corner and select your customer and rework the deal Click COMPLETE AS SALE when you are finished Now back to FORMS PRINTING and re print whatever documents that you need NOW ON TO CHAPTER 4 TAKE THE MONEY 50 www tomhamptonagency com 713 481 6712 CHAPTER 4 TAKE THE MONEY Taking payments Go to CUSTOMER ACTIVITY and highlight your customers name Frazer gt x Vehicles Sales Cates Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing amp Customer Look Up E Last Name Stock Number Sale Date Social Security Cobuyer Vehicle With a Balance Enter Last Name C All Customers PATRELLIS JOHN J 15 461 60 Peacourt Monroe 14 641 03 PRACTICE PATRICIA 09 DODGE CHARGER BLUE pretty petuina p SAMPLE JOHN 0 smith jane 2 23 09 7 927 16 Ext 3 22PM YOUR COMPANY HERE Saturday July 31 2010 start 2 gt By cements Frazer wl FRAZER START Microso
4. of the screen E Reports Miscellaneous Help Backup Updates J Frazer E Vehicles Sales Customers Accounting Enter Vehicle Enter Sales Customer Activity Forms Printing 3 Im y 25 BWA BEL we WA we Wa BLZ We m BWA 151 Customer No Customer Chosen loj xj PA a Vehicle Not vet selected Vehicles D By Stock it Make By Model By VIN By Last Six Digits of VIN By Tag f s M Search for Stock tt y C A L L C t Year Make Color Body X Mileage DaysOnLot L U in 123456 3 01 CHRYSLER PT CRUISER 4DR 3C8FY4BB 311693416 256 Y CHARGER 2B 3KA33 89H638246 87 654 y PA T wW Y J 0 E GE A C 3 7 amp lt PEA im py FAFE E Save as Cancel Do CE 1 Prospect Not Save CON Retrieve Prospect 4 28PM YOUR COMPANY NAME HERE Monday July 26 2010 ZON 4 29 PM start gt il FRAZER START Microso VIN numbers 24june10 E Frazer www tomhamptonagency com 713 481 6712 33 This will pop up your Inventory Screen and allow you to select the unit you are selling Once the unit is selected your screen will look like this 8i xj V ehicles eS Customers Accounting Reports Misc
5. Ke eod Credit Report d Print v Baar ii H I YOUR COMPANY NAME HERE Monday August 2 2010 1 46PM start 3 gt Frazer il FRAZER START Microso 7 OU 1 46 43 www tomhamptonagency com 713 481 6712 The screen will now have the number of payments that the customer will make as well as the final Odd Ball payment if there 1 one Ld Frazer Ent eae 1 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Jj sales Processing E loj Vehicle 123456 3 01 CHRYSLER CRL Cuina Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 8202 10 zl Payment Schedule Type of Sale Weekl Cash Sale APR Rate 26 71 4 Vehicle Price CET Bi Weekly Outside Financing ehicle Price 335 C Semi Monthly Buy Here Pay Here Change Review gt Taxable C Monthly Wholesale Enter Trade in Net Trade in 0 00 Financing Calculation Method Enter Number of Payments Government Fees 0 00 Enter Payment Amount ip 0 00 First Payment Date 8 20 10 ze Service Contract 0 00 Payment Amount 125 00 oes Number of Full Payments 27 Adjust Pricing Click above if you want to adjust the Amount to Finance the Total of Sales Tax D
6. VIN 2B3KA33V89H638246 Lot Fee 250 00 l T As 09 Transmission AUTO Engine Added Costs 252 98 E Make DODGE Cylinders 6 Floor Plan Cost 0 00 Drivetrain RWD Total Costs 8 227 98 We SXTRWD y How did you pay for the vehicle 6 Gas 7 725 00 Primary Color Vehicle Sedn _ 1000 Cash In Bank 1010 Cash In House Secondary Color Title In Duplicate Keys 2000 Accounts Payable Weight 2005 A P Credit Card gA Decal Expiration Date E p V IZ m County Condition Inspection Inspected Purchase Information Title Application Ignition key code Vehicle Source um Ey sP FA State Title In Door key code eH R F Title Valet key code Individual 5 Auction Notes Wholesale Inspected Inspection Date Eel GPS Serial 123456 7 09 DODGE CHARGER SXT RWD YOUR COMPANY NAME HERE July 26 2010 3 15PM 9 8 gt M FRAZER START Microso T Frazer e 7 11 3 15PM Use the drop down box and select how or from whom the unit was purchased 27 www tomhamptonagency com 713 481 6712 Next to the Vendor Box is a small Grey box with 3 dots click on it and set up your Auctions and Wholesalers U3 Fraz
7. O 8 gt E Frazer Ua FRAZER START Microso 7 OPAAL 1 35 www tomhamptonagency com 713 481 6712 40 Click the fab button on your keyboard and this screen will appear OM 8 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 7 WY WY 2 WA WA 4 Die wm 23 Y 3 PE A i o xi Vehicle 123456 3 01 CHRYSLER PT Customer Name No Customer Chosen Pricing Customer Ju Lien Holder Dealer Costs Sales Date 8702 10 zi Payment Schedule r Type of Sale P APR Rate 30 00 i Outside Financing Vehicle Price L Pick Up Note E 400 00 Buy Here Pay Here E 6 As Change Review gt VT Wholesale Enter Number of note payments 1 Net Trade in Payment Amount 400 00 y 5y 1 b 6 t Fees Payment Schedule P x Dealer Service Fee C Weekly di a C Bi Weekly elivery fee Semi Monthly Adjust Pricing 4 FA Monthly bove if you want to adjust the tah nt to Finance the Total of C 2 n Sales Tax First Payment Due 9 02 10 zel nts or the Payment Amount z 1 Total Cash Price Iculating Financing Inventory T ax Cash Down Payment yor Initials Cash 7 1 We E Pick Up Note A Pick Up Note is a Deferred or Delay
8. m N WY y y wes sh we wes 7h we EL wesw gt sh ye LA Sales Processing 5 xl Vehicle 123456 7 09 DODGE CHARGER Customer JOHN J Pricing Customer Lien Holder Dealer Costs 1 3 1 CHASE BANK HOUSTON 5 y 4 4 i NM y Calculate Contract Amount to Receive Reserve 7 Participation 7 Financing Income C C x r Reserve Calculation Method 3 What percent of balance will you keep 100 00 C Calculate on mark up from buy rate to sell rate What is percent based on a percent of Amount to Finance Total Balance INCLUDING Finance Charge C Enter the amount No Reserve earned PE Amount Financed C E Processing fee owed to lien holder 0 00 Z Calculated amount that you will receive 15 439 92 gt Total Amount you will receive from Lien Holder 7 Financing Income Reserve 0 00 2 Contract Amount 15 439 92 L 4 Total Calculate Amount 1543992 5 439 92 Who pays for the cost of these items Actual Amount 15 439 92 Track amounts on Contracts In Transit report R 3 L y m amp delivery fee Lien Holder Dealer Im 1 i d 1 lt wW PVA YOUR COMPANY HERE Monday July 26 2010 4 54PM start gt FRAZER START Microso VIN numbers 24june10 Fra
9. 7 3 22PM Click Select and go to button 4J Enter Payments and other transactions Enter how the customer paid in Transaction Type www tomhamptonagency com 713 481 6712 51 JA Frazer BEES E 81 xj Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing yr OY Mra Or IX Fry OF ne shh lt A E 664 6 E E E 84 i d JA Enter PAYMENTS and Other Transactions lol E cust PATRICIA PRACTICE I IR 99 CHEVROLET CAMARO 2DR BR EC Payments due semi monthly for 187 88 due on days 15 and 31 ef A amp 46 Ne Contract Owed to Become Current 1 903 04 Contract Date Due 4 15 10 Payme Pick Up Note Owed to become Current 0 00 y my YA BWA CI Transaction Type z 5 F Payment Date Peracat Check Contract Balance 4 133 36 Amount Payment Money Order Fees Balance 400 00 Amoun _ Payment Credit Card YA Description Payment Cashiers Check Ese lt Add Late Fee E i y P Add Other Fees IN L j L E Rating Updated Due Date Forgive Charge C TAS Bad Check Total A Plus Next Promise Date Unearned Interest Dial DAN ue 4 533 36 Write Down from Sale of Receivables Due on Promise Date UU Apply Payment to y ps p pA Enter Your Initials Conract 000 P FA 74 99 cyt L
10. Payment Cashiers Check E 7 Add Late Fee Tae FAS i E Add Other Fees E i a EOS Updated Due Date Forgive Charge v M Bad Check Next Promise Date Unearned Interest 4 133 36 Write Down from Sale of Receivables Due on Promise Date 503 07 Bp y Enter Your Initials p FA 9 Cyt older E E z Add Transaction Xx Do Not Save YE A E EF 664 6 ANR im ns N M WA WA AY p P WA 8 Nm WA We J yg EH TANE NAME HERE 5 aturday July 31 2010 Start 2 8 gt fj elements Frazer W FRAZER START Microso 3 33PM 7 10 3 33PM Use the drop down box to select Add Other Fee put the Dollar Amount then in the Description Box type in what was done to the clients vehicle A C Repair Transmission Repair etc 55 www tomhamptonagency com 713 481 6712 18 x Vehicles Sales cence Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Enter PAYMENTS and Other Transactions E iol kia PATRICIA PRACTICE X eed 99 CHEVROLET CAMARO 2DR Here ius Payments due semi monthly for 187 88 due on days 15 and 31 Contract Owed to Become Current 1 503 04 Contract Date Due 4730710 Payme Pick Up Note Owed to become Current
11. idee i Notes Draft Inspection Date Ez Draft Check of im GPS Serial Date Draft Paid fe i 7 7 W A 664 6 Start gt ij FRAZER START Microso If it does not verify your VIN and re enter it sox X Cancel WA YOUR COMPANY NAME HERE 123456 7 09 DODGE CHARGER SXT RWD 48 VIN numbers 24 10 TER July x 5010 2 30PM 7 2 30 21 www tomhamptonagency com 713 481 671 2 The cursor will be the box PRIMARY COLOR which is the exterior color type in the color and then TAB The cursor will now go to SECONDARY COLOR which is the interior color type in the color and then TAB 10 times or click with your mouse in the Title box If you have the title In House then put that number the title number and check the box in the middle column that says TITLE IN You can run a report R 1 C to check to see if all of your titles are in some Auctions can get behind Choose REPORTS from across the top of the Frazer Program Screen choose 1 Vehicle Reports and C Titles not yet received For more information on how to run reports see the Frazer Manual Now go to the top of the middle column and put in the current mileage of the unit VEHICLE COST is the next place that you want to fill out Either click on the calendar to put
12. 0 00 Transaction Type Add Other Fees i Transaction Date 7 31 10 oe I 300 00 Amount 400 00 ees Balance 833 36 Description REPAIR ZC REPAIR Early Payoff Rating ae Updated Due Date 4730710 ER Next Promise Date 7 31 10 ml Total Amount Due 4133 36 Due on Promise Date 1 903 04 Enter Your Initials GH older Y Add Transaction Do Not Save YOUR COMPANY HERE Saturday July 31 2010 3 40PM B gt 88 elements E Frazer FRAZER START Microso 7 102 3 40 pM Same drill as before put your initials and then click and viola they have a Fee Balance now be double sure when you are taking a payment that you split it out as most customer will be making their regular note and a little extra on the repair bill There are a huge amount of things you can do the Customer s Activity screen suggest that you look around and see what each button does and where it will take you for certain information which will only take a few minutes and is well worth your time invested 56 www tomhamptonagency com 713 481 6712 REMEMBER THAT FRAZER HAS A PHENOMINAL HELP DESK THAT YOU CAN CALL MONDAY THROUGH FRIDAY THE NUMBER TO CALL IS 1 888 963 5369 There 1 also a help button at the top of your Home screen that will open up a help section that 1 also very beneficial If you have New Hi
13. 11 56 There are only 3 things most dealers will change on this page 1 Un Check the box that says Force Payments to Always be applied to fees first 2 The text box with 25 00 REFERRAL FEE PAID FOR ALL NEW CUSTOMERS ERASE THIS As it is now i legal for Texas Dealers to say anywhere in their printed materials that they pay a referral fee Dealers will put in something like a Thank you for your business b Please tell your friends about us c Or something of that nature 3 In the small box just above where you put in the text is a box where you can set how many receipts that you want to print when you take a payment or receive a down payment most Dealers set this for 2 copies 11 www tomhamptonagency com 713 481 6712 Now look at the top of the page and go to TAB 5 VEHICLE OPTIONS ES iej x Vehicles Sales Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing mn QN r Vehicle Upload Options i Next Stock Number rae 7 To activate or learn about an upload click on the Default lot fee when adding vehicles 100 00 button below vo Added Costs Options Custom FTP Upload Add cost to car after car is sold Credit Acceptance Ga 20 Reduce cost of by amount billed to customer ee E E Prompt for rep
14. Used Buyer s Fee 0 00 17 E i y Lot Fee 100 00 l 664 6 Year Transmission Added Costs 0 00 Cylinders Floor Plan Cost 0 00 i in 1 Model Drivetrain z Total Costs 100 00 F Sye 3 E How did you pay for the vehicle c 2 Body Type Fuel Type Gas Color Vehicle Type Mid Size Secondary Color Title In Duplicate Keys Tag Weight 5 y a Decal it Expiration Date E c County Condition Inspection Inspected Purchase Information Title Application Ignition key code Vehicle Source Company zl uw 7 State Title Door key code euet LIL WA L Title Valet key code SA Notes 7 fe Draft ti t s 3 i i nspection a z Draft Check at FN of 37 GPS Serial Date Draft Paid 358 by 3 yA y Yo X Cancel 123456 7 EAS 248 b YOUR COMPANY HERE Start B eu gt 29 FRAZER START Microso Frazer Im July x 2010 2 27PM 7 1 2 27PM Put the stock number sequence you use the system is set to automatically assign a stock number then the next box we go to is VIN Once you have typed in the VIN number then use the tab key on the upper left side of the keyboard and the information will autom
15. your inventory across the internet to the company listed on the button If you already have accounts with these companies all you will have to do is to click on the button and put in your information and save The important one here is the Custom FTP Upload as this is how you push the inventory to your own web page The following image shows you how the screen looks You will need to get in touch with your Webmaster to get this information T 8 x Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Custom rTP upload O x Activate Custom FTP Upload 4 System Setup to be able to upload your inventory to the FTP of your choosing Once setup and saved here you can perform this custom upload from the Vehicles Vehicle Uploads 8 menu or from the Vehicle Uploads button located on the Vehicle Lookup screen FTP Information URL or IP uo Path Optional Adde User Name Ad gt 7 Re Password Pr File Name and Type Defau File Name Include Column Headers File type Disple TXT TAB Delimited C CSV Comma Delimited Default cece Select the items you would like to include in your data file Default Stock Number Cylinders VIN Internet Price Allow Year Transmission Mileage Retail Price Check Make Engine Color
16. 214 zum 2 14PM Print Go to the FORMS PRINTING button click on the PRINT All White Paper Forms button Now deliver your unit 47 www tomhamptonagency com 713 481 6712 What if you MADE A MISTAKE in the customer Information lien holder information NO SWEAT Click on the CUSTOMER ACTIVITY the 3 Grey button at the top of the Frazer main screen Select your customers name on the following screen the that appears If the customer was Cash then click the All Customer button the upper right hand corner of the same screen and it will give you list to select them from 1 x Y ehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing x Customer Look Up Last Name Stock Number Sale Date Social Security Cobuyer Vehicle z With a Balance Enter Last Name All Customers Name i Sale Date Balance MAKAYA ROBERT 0 00 TOYOTA SIENNA PABELL JOUN 1 0 61 60 093 eacourt Mon Li 641 03 05 ACURA TSX pem PATRICIA 4 0270 4133 36 99 CHEVROLET CAMARO retty petuina p 7 12 10 19 844 09 05 TOYOTA SIENNA SAMPLE JOHN 1 20 06 2 646 48 78 FIAT SPIDER BROWN smith jane 2 23 09 7 927 16 01 CHRYSLER PT CRUISER ext _ YOUR COMPANY NAME HERE _ July 26 2010 507PM 2 gt M FRAZER START Mi
17. Dld Okidata 320 NON Turbo Dld Okidata 320 NON Turbo Print Reports by Customer Grouping All Other Printers BIET E y Select change printer Adobe PDF Adobe PDF Receipts White Paper Forms r 5 2 f C Okidata 320 C Okidata 320 y T 2 2 4 Other dot matrix printer All Other Printers GA CU All Other Printers Select or change printer Select change printer Adobe PDF Adobe PDF E Ze The Okidata 320 can be found by clicking on the link to the right Amazon com YOUR COMPANY NAME aE Monday July 26 2010 1 06PM Frazer ZU 3 06PM start ER i FRAZER START Microso A few more moments and we will be finished with most of your initial set up 14 www tomhamptonagency com 713 481 6712 REPORTS LETTERS AND LABELS Click on the Grey box with Blue letters SELECT OR CHANGE PRINTER and you will get a pop up box that will allow you to MAP your printer in the system SEE NEXT SCREEN JA Frazer BENE x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Yr gt im 97 J y 2 417 i 1 y m 91 lt 1 y m 91 m C amp 5 s LB C gt L C c Xt PA e o 22 C amp 4 System Options 1 Sales Options 1 2 Sales Opt
18. Fees 0 00 Bl WY im WY i W m ye YOUR COMPANY NAME HERE Saturday July 31 2010 3 24PM start O gt cements Frazer 1 FRAZER START Microso 7 3 24PM Use the drop down box as pictured above as to the type of payment Cash Check Money Order etc Enter the Amount 218 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates po Enter Vehicle Enter Sales Customer Activity Forms Printing J J 7 7 J 7 lt 7 lt f 7 7 lt f 7 A E amp lt E FULX CI E 15 xl PATRICIA PRACTICE EL prea 99 CHEVROLET CAMARO 2DR Payments due semi monthly for 187 88 due on days 15 31 in f CE ES x lt Contract Owed to Become Current 1 903 04 Contract Date Due 4 15 10 Payme Pick Up Note Owed to become Current 0 00 BWA C l Transaction Type Payment Cash lt mt p Payment Date 7731710 z Contract Balance 4133 36 Amount 400 00 Fees Balance 400 00 2 rN Description Cash Early Payoff ro hr Hy i Rating E 6 EM Updated Due Date 4 15 10 T Next Promise Date 739Tw 0 Tatal Amount Due 4 533 36 Due on Promise Date 1 503 04 Apply Payment to y p p PA Enter Y
19. amount into the appropriate box and click CALCULATE FINANCING the nest screen that pops up will ask how you pay your takes 42 www tomhamptonagency com 713 481 6712 18 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing y SPY L Wes mE ch We L wes ew ch we L was gt ch WR L As C Sales Processing 21 xl Vehicle 123456 3 01 CHRYSLER Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 287027310 TH Payment Schedule of Sal APR Sale E ia Vehicle Pri wis TN How will you be remitting Sales Taxes s Change Review C Sales Tax Deferred Remit sales taxes only on payments received C Sales Tax Advanced Remit sales taxes entirely up front Net Trade i y T Government Fee aie Rz ZT Dealer Service Fe If you are remitting Sales Taxes to the state on a Santina Contra deferred basis only on payments received then you delivery fe are not allowed to calculate finance charges on the sales tax a 4 nt to adjust the A the Total of C C SE Sales Tz If you haven t already done so you should go to the System mber of Payments lt Total Cash Options program and tell the system how you will be remitting iu Inventory T
20. plus Pick up Note Balance Late and Repossession Fees Balances gt f ka f j ra j L l i L a i J j A d i D Check here to include commission as a cost Check here to add an outside payoff as a cost Check here to add an internal payoff as a cost Check here to include the Trade Cash Value as cash Check here to include the Pick Up Note as cash Check here to NOT include the lot fee as a cost Check here to NOT include the Tag Title fees as a cost Deficiency and Other Receivables Balances Repairs Balance About the only thing to do here is to uncheck the box PROMPT TO CHARGE LATE FEES EVERY MORNING f you do not want the system to pop up this screen every time you open Frazer If you are NOT doing BHPH then you want this box unchecked www tomhamptonagency com f J i T 1 YOUR COMP HERE Monday July 26 2010 1 16PM 1 7 7 x m EU 1 16PM lA Frazer EM 5 X Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing v Tr gt 2 4 LJ mr p E gt J AL lt E 1 1 E y me A 4 2 A E AKNS T TN EY 1 lt amp EF E 654 lt T wa
21. 404 123 456 Add Lien Holder Change Delete Exit Prospect Credit Report Erin mi Prospect Natte YOUR COMPANY HERE Monday July 26 2010 4 50PM 4 start 2 GR gt 9 FRAZER START Microso W VIN numbers 24june10 T Frazer w ZOL 4 50PM 36 www tomhamptonagency com 713 481 6712 Click the Grey box with Blue writing at the bottom of this screen ADD LEIN HOLDER and get the information from the customer and set up their lender 68 ED 18 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing A T TN y m BWA Lina _ R We Lyi 5 WA Pg C i 13 Sales Processing i x Basic Advanced EF Name CHASE BANK Loss Payee Address e y m fl Street 44456 OMG BLVD Street 44456 OMG BLVD l 664 6 City HOUSTON City HOUSTON State TX Zip 77032 State TX Zip 77032 Phone 281 XXX XXXX PA Fax 218 XXX XXXX Who pavs for the cost of these items amp l C Contact JERRY PEACOURT Insurance The Lienholder lt The Dealer EY Lien Holder Code Service Contract The Lien Holderf The Dealer Calculating the amount you will receive from lien holder delivery fee 7 The Lien Holder The
22. Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Y Y 6 5 C TN 02 Inventory Tax Statement Information E x County Tax Office Name County Tax Office Address ee County Tax Office Phone Let Appraisal District Name E Appraisal District Address a Appraisal District Phone pi Business Owner s Name E j Date Business Opened PERE eee Person Completing Statement Person s Title amp 2 2 Save Information Y V 3 EN YOUR COMPANY NAME HERE Monday July 26 2010 1 27PM lt 2 8 gt I Frazer START Maroso E Frazer Z 1 27 PM 18 www tomhamptonagency com 713 481 6712 Here is where you type in the information for your V I T as to where and whom you mail it Remember that the system will run your V LT report for you every month After you populate all the blanks on the screen click on Save Information NOW ON TO CHAPTERS INVENTORY 19 www tomhamptonagency com 713 481 6712 CHAPTER 3 INVENTORY The first place to start is entering all of your inventory Go to the first Grey button on the top of your screen ENTER VEHICLE which will bring up the next screen EN 18 tomers Accounting Reports Miscellaneous Help Backup Updates Customer Activity Fo
23. BER UE Frazer i FRAZER START Microso Monday August 2 2010 YOUR COMPANY NAME HERE 2 04PM 7 182 2 04PM As most of you well know your unit will be sfashed at one of these 7 addresses if the customer get s in arrears and is hiding the unit from you Once you have all the information in click OK and proceed to the INSURANCE button on the right side of the screen l x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing E ys p FA s m EL W 2 WA 299 zi Vehicle 123456 3 01 CHRYSLER PT Customer Name ANJELICA C RAMOS Pricing Customer Lien Holder De x e ivi i Individual Company OLD SOUTH gt A amo First Name ANJELICA i Street 14 MAPLE AVE Information 1 CE lt Last Name RAMOS di TAS Suffix Jr Sr City EDINBUROUGH Credit S 8794 BAYF Application imet DATE State wi No Credit Application Zip Code 77521 amp 1 City BAYTOWN Zip Residence Address t 1 5 ins Agent FLASH MCGETEM Same as mailing address County HARRIS Phone RXR Home Phone XXX XXxX X Insurance gt Work Phone 222 272 2 149 9877 074629 No Insurance exists 7 x 1 Cell Phone YYY YYY Y Start Date 1 03 10
24. Frazer e 2 7 197 3 06 PM Now at a glance you have all the information that you need If you are done with the cost if there are more cost incurred click on ADD COST again and repeat the previous steps If you are done adding costs click EXIT Remember you can add additional costs at any time Once all cost have been added your screen will look like this 26 www tomhamptonagency com 713 481 6712 JA Frazer E 18 xl Vehicles Sales Customers Accounting Reports Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing JA Adding Vehicle New i 7 C General Floor Planning Sales Previous Owner Photos Notes Print Print Guide 1l AS Vehicle Information Vehicle Costs Stock 1t 123456 7 Mileage Purchase Date 7 26 10 Location Code Mileage is Actual Original Cost 7500 00 E J amp New Used Used Buyer s Fee 225 00 i VIN 2B3KA33V89H638246 Lot Fee 250 00 As C Year 09 Transmission auTO Engine 35L _ Added Costs 252 98 E Make DODGE Cylinders 8 FloorPlanCost 0 00 c NN Drivetrain RWD Total Costs 8257 38 4 y tyle SXT RWD e a 3 Body Type MDR Fuel Type Gas 7 725 0 Primary Color Vehicle Type Sedan 1000 Cash In Bank 1010 Cash In House Secondary Color Title In Duplic
25. NAME HERE Monday July 26 2010 4 32PM 3 GR gt M FRAZER START Microso 9 VIN numbers 24june10 2 E Frazer 7 ii 4 32PM OUTSIDE FINANCING Notice in the left column that this sale is set to Outside Finance and we have all the important fees already in the Deal At this point you will need to ask your customer who will be their outside finance source so that you can enter that information on Tab 3 Holder of this screen Most outside finance customers will not know what their current rate APR will be simply set the APR at 10 to give the customer a ball park estimate Go to the center column and set the Financing Calculation Method for Enter Number of Payments as this unit is a 09 the terms will be 36 48 months So put in the number of payments in this case 48 in the box that says Number of Payments then click on the Grey box with Blue 34 www tomhamptonagency com 713 481 6712 writing Calculate Financing give the system a few seconds VOILA 48 months 384 14 with zero down J Frazer Vehicles Sales Customers Accounting aa Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 1 x my Ww a sh we Ww EN sh We E EE a amp Qs y E Sales Processing le BI x Vehicle 123456 7 09 DODGE CHARGER Customer No Customer Chosen Pr
26. Receipts eck here to prompt for Receipt Number instead of having system assign next number Reset Receipt Number Check here to print Promise date instead of Due Date on Receipt Check here to print customer s regular payment instead of actual next amount due on the receipt Receipt Printing Style 7 v Check here to print repairs due on payment receipt Full Page Check here to print receipts for down payments C Half Page Uf X Check here to print the Beginning balance and Previous payments amounts on the receipt C ne Third Page v Check here to print the Previous Balance and the Remaining Balance on the receipt Print Window Envelope Check here to print the Fees Balance in the Account Summary section For Simple Interest Payments check here to NOT print the interest and principal breakdown on the receipt Number of receipts to print at one time 2 prints one for the customer and one for 1 din s Message to print on receipt E 25 00 REFERRAL FEE PAID FOR ALL NEW CUSTOMERS Display Balances in Red on Customer Look up window if customer is past due Number of days past due a customer must be to display balance in red 1 py N71 7 Ww nh P gt M B wem DER YOUR COMPANY NAME HERE Monday July 26 2010 11 56 12 gt FRAZER START Microso Frazer Verizon Yahoo Window zs 7 o ust
27. Sales Comments on Window Sheet 18 x Include this vehicle in any uploads to a web site Change how this is set when you first add vehicle Go to System options M 1 5 Features Features may be filled in by the VIN decoding software Be sure to verify that all features listed are actually part of this particular vehicle You can set the program to NOT have the VIN decoding software fill in the Features by unchecking a box on the Vehicle Tab in System Options Sales Internet Comments OK x Cancel 123456 7 09 DODGE CHARGER SXT RWD YOUR COMPANY NAME HERE _ Monday July 26 2010 3 29PM 3 8 gt FRAZER START Miroso Frazer W 7 329pM Set your Retail Internet Wholesale pricing in these boxes and if you are BHPH Put in your down payment Notice the area in yellow is the description of equipment on the vehicle that has been pulled by Frazer directly from the VIN This field can be edited lets say the previous owner installed a Pioneer Stereo system and put 22 s on the unit Here is where you can list that The large white box below the Features box is where you can write your Internet advertisement that will get pushed when you upload the inventory This information will also print on the Window Information Sheet that you can print from this tab with the Grey Box with Purple text in the upper right corner A great sales tool t
28. f A P id aM WA d FAS OE E YOUR COMPANY NAME HERE Monday July 26 2010 2 49PM start gt 20 FRAZER START Microso 7 188 2 49PM 23 www tomhamptonagency com 713 481 6712 Type in what type of repairs you have made here and then click on SELECT VENDOR which allows you to set up your parts people mechanics and detail companies and the screen looks like this Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates zu Enter Vehicle Enter Sales Customer Activity Forms Printing wo General Bill History Added Costs e XI Name ABC GLASSS COMPANY Active Street 12354 BUSY BLVD City State Zip HOUSTON TX 77079 Phone 832 XXX XXXX Print Envelope Phone 2 Contact JOE SHIMMER Email Category General Select Category Notes Act Nabii C Inactive Default G L Account Only used when entering bills to pay Name to print on check ABC GLASSS COMPANY Mailing Name ABC GLASSS COMPANY Mailing Street 12354 BUSY BLYD y s Mailing City State Zip HOUSTON TX 77073 Prompt to print an envelope after printing a check to this vendor ABC GLASSS COMPANY x Cancel as D FA YOUR COMPANY NAME HERE Monday July 26 2010 2 53PM start gt W FRAZER START Microso Frazer Z 2 53 pM Click on ADD
29. na more than the regular payment amount sale aes Eee or Check here to include commission as a cost t t 5 Ea E Check here to add outside payoff as a cost y rj Fee will be what percent of payment 0 00 Check here to add an internal payoff as cost e 44 Maximum amount of late fee Check here to include the Trade Cash Value as cash Check here if late fee is a flat fee not a percent Check here to include the Pick Up Note as cash flat late f t be all di tat Check here to NOT include the lot fee as a cost ilm Check here to NOT include the Tag Title fees as a cost I Treat Financing Cost as a Front End Cost 1 4 CO commission wher calculating profit On Customer Look up window customer s balance should include Le X _ Regular contract balance plus z Show Insurance Screen automatically if insurance is expired i Pick up Note Balance Default Customers to Display on the Customer Look up window Late and Repossession Fees Balances Customers with a Balance Deficiency and Other Receivables Balances y m J Check to display reminder window if no backup in over a week 7 Repairs Balance NA a N71 n i 1 j j 1 7 1 i YOUR COMPANY NAME HERE Monday July 26 2010 1 1 Start gt Wl FRAZER S
30. of Periodic Balances Perform quick lookup of Other Fee 3 provider when entering sale PreCompute Actuarial Method Scheduled Installment Eamings Allow changing payment amount on Pricing screen for outside financing sale to match lien holders requirements Set t T C Simple Interest True Daily Earnings e up o pu Credit Reports Display How Interest Earned on Sales Screen e pg p Power of Attorney A9 Require Source of Customer when entering a sale Name Starter Interrupt LL AL u TEN Device Options When printing the Buyers Guide this prints in m 3 City State Zip the See for complaints area on the back Notary Wes P FA Add name here M 1 2 Name Phone or email d In February always wait 30 days until first payment date Street Commission expires T City State 21 Customization v Save Exit d C c YOUR TE NAME HERE Monday ET 26 2010 11 31AM 3 WE gt Documenti Microsoft fe Frazer Verizon Yahoo Window 11 31am DEFAULT TYPE OF SALE This will tell the system what type of Sales Screen to bring up when you click on the Enter Sales button Remember that you can change the Sales Screen at any time during the sale So what is your main type of sale CASH BANK IN HOUSE WHOLESALE The next box How will you earn interest leave on actuarial unless you have contra
31. report just for vehicles where the word LOCATION is used anywhere in the notes IZer i H i pm i CE 4 123456 7 09 DODGE CHARGER SXT RWD A an r YOUR COMPANY NAME HERE Monday July 26 2010 4 00PM Start 46 gt i FRAZER START Microso E Frazer eZ 4 00PM Once all the information in in click OK and your unit is now in inventory and ready to sell 18 Vehicles Sales Customers Accounting nee Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing y 1 7 F W 7 23 a 7 zer rrazer razer rrazer Jl Vehicles 15 xl By Stock By Model By VIN By Last Six Digits of VIN By Tag iva Only pest Vehicles 1 SearchforStock SS Vehicle Uploads _ E Sara Atte p ZC __ Model CHRYSLER PT CRUISER 3C8FY4BB311693416 CHARGER 283 89 638246 14144412 gt gt gt gt Added Costs _ Add Vehicle Delete Qk Exit wa i gt Ww YOUR COMPANY NAME HERE Monday July 26 2010 4 06PM start FRAZER START Microso Wl VIN numbers 24june 10 Frazer e 7 4 06 PM 32 www tomhamptonagency com 713 481 6712 CHAPTER 4 SELL IT Click on the second Grey button across the top of your Frazer screen Enter Sales whic
32. 2 1 0000 0 00 3 0 0000 2 0 00 4 0 0000 2 0 00 Inventory Remove the first two zeroes after the decimal point Set the default on the sales screen to bill the customer for the Inventory Tax can be changed for each sale Date Business Opened When are sales taxes remitted For outside financing sales remit FULL amount of Sales Tax Advanced In full based on the sale date tax when payment is received from lien holder C Sales Tax Deferred When payments are received Maximum T ax Per Sale Leave this field at zero 0 00 in most cases If there is a maximum tax then enter the dollar amount that is the maximum that can be charged For example if the maximum amount that you can tax on a sale is 5000 and the tax rate is two percent then enter the maximum tax as 100 YOUR STE NANE HERE Monday July 26 2010 11 48AM 2 gt A documenti E Frazer Verizon Yahoo Window m 7 POU is 11 48 The main thing to fill out here is if you already have a V I T ACCOUNT What is your rate PLEASE BE SURE TO LEAVE OFF THE FIRST TO ZEROS AFTER THE DECIMAL POINT WHEN INPUTING THE NUMBER So f your rate is 0 001834 you would put 1834 in the box If you are a new Dealer and are not yet paying V I T you still have to submit monthly reports with Zero balance erase the figure here and put 0 0 in this box WHEN ARE SALES TAX REM
33. 28 7 A el Cc End Date mH Email address T No Cobuyer exists Birthday 5717756 xj ance Date 29 Soc Sec Comments a We a License 78954286 Company Code License Expiration Date Spouse s name Save Rating A Does Customer Opt Out c Remove Insurance Information Monday August 2 2010 YOUR COMPANY NAME HERE start Frazer i FRAZER START Microso 2 08PM 2 1181 2 08 PM 46 www tomhamptonagency com 713 481 671 2 This one is very important you need to know when your customer s insurance will expire who their insurance agent is and their policy number This also gives you an opportunity to speak with the agent to let them know that you are the lien holder of this unit The CO BUYER button is the last one on the right side of the page for the customer on the job to short of a time or just looks too weak get a co buyer mom grandma auntie etc 18 x 2 ehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing I x First Name MARTHA Last Name RAMOS Customer Information Birthday 371232 3 m Individual C Social Security tt I First Name ANJELICA License Number 789325432 2 72 O Last Name RAMOS Lice
34. 71 VMN A CE 4 U A CELL Y Y F Ly y J 5 mr L zy J o E CL 4 8 E b J Ws E A CE4 0 lt 4 4 lt 84 8 WN N Monday July 26 2010 1 18PM 2 8 gt iE FRAZER START Micros Frazer 2119 qispM 16 713 481 6712 The only other thing is the Late Fees themselves The system is set to calculate late fees in accordance with the new regulations for Texas which is 15 days and 5 of the overdue note up to 99 per late fee IF you wish to change this please check to make sure you are within the parameters of the newest regulations Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing NA E i FA Py ye PEA BE A AR 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options Z Other 8 Accounting EA Original Cash Position The Cash Position Formula is the Cash Down payment less L wor F Charge late fees these costs Total cost of the car Tag amp Title Fees cost of FT Payment Amount even if current amount due is lower back end sales and Sales Tax you owe at the time of the BT Curent Amount Due but
35. Amount 400 00 Fees Balance 400 00 Amoun 37 Description Cash Early Payoff W E E 7 E V Rating E CL A T Updated Due Date 4730 10 C Next Promise Date 7731 10 zl Total Amount Due 4 533 36 Due on Promise Date 1 503 04 holy Doeanrtu y 7 Enter Your Initials Contract 300 00 RTA Cagi amp Cc t L Fees 100 00 Y Add Transaction d Do Not Save VAs 4 C e t lt ES png EA E COMPANY N ME HERE Saturday July 31 2010 3 29PM start 2 gt Bp Frazer i FRAZER START Microso w 7 8 3 29PM 53 www tomhamptonagency com 713 481 6712 Now all you need to do is put your initials in the Enter Your Initials box lower left side Then click Add Transaction l x Venicies Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing 7 7 F 7 E n 7 Y 1 77 lt lt fm CI Ex REND PATRICIA PRACTICE 23 99 CHEVROLET CAMARO 2DR sm pay Payments due semi monthly for 187 88 due days 15 and 31 pi 4 7 NS Contract Owed to Become Current 190304 Contract Date Due 4715 10 Pick Up Note Owed to become Current 0 00 mb ps amp L Transaction Type P
36. Balance 400 00 id rr Description Cash Early Payoff E ET y L R ti L L 2M Updated Due Date 4715710 i Next Promise Date Total Amount Due 4 533 36 Due on Promise Date 1 503 04 Apply Payment to y PT Enter Your Initials Contract p PA lt Ct k Fees 10 i Add Transaction x Do Not Save WA e N WA YOUR COMPANY NAME HERE Saturday July 31 2010 3 28PM 3 mW gt By elements Frazer i FRAZER START Microso 7 3 28 PM Once you have entered the correct payment split click the Tab key on your keyboard and you will see that the payment has been split 1 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing N y 97 FAs E E E 7 Enter PAYMENTS and Other Transactions 3 cust PATRICIA PRACTICE WY ae 99 CHEVROLET CAMARO 2DR Sa Payments due semi monthly for 187 88 due on days 15 and 31 n C C lt Contract Owed to Become Current 1 903 04 Contract Date Due 4 15 10 Payme Pick Up Note Owed to become Current 0 00 7 amp 3 7 E L l Transaction Type Payment Cash 1 Payment Date 77140 710 Contract Balance 4133 36
37. C MA a y j 1 7 1 YA Y A m lt YOUR C COMPANY NAME HERE Monday July 26 2010 11 17AM 12 gt B documenti microsoft Frazer Verizon Yahoo Window 11 17am Title fees vary from county to county as do Tags have entered the Fees click the screen that comes up Next go to DEFAULT PAYMENT SCHEDULE This is where you set up how you want to do your In house payments Weekly Bi weekly Semi Monthly or Monthly Now set up how you will calculate your in house payments by Dollar Amount or Length of Contact You will be able to choose differently when you are doing a contract This is where you will set a default the way most of your deals are done Now go to the bottom of this side of the page and Check the box to Pull Price on Sales Screen From Vehicle File www tomhamptonagency com 713 481 6712 On the right side of the page is where you will need to get some information from your files and this is also where you can set up Delivery Fees if you choose 24 le B x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing EN E Y ux E VL 4 0 E E EI 6 E Z L4 x You may use up to three optional sales fees on your Sales Screen Enter a description below to activiate one or all of these optional
38. Dealer What percent of balance will you 100 00 Other Fee 2 The Lien Holder The Dealer y m What is percent based on C T Total Balance INCLUDING Finance Charge Other Fee 3 The Lien Holder The Dealer TM G T peste e ainke t ence cle Check if Lien Holder will buy Pick up note Additional processing fee owed 00 1st payment must always be least 45 days after the sale date ya J s This is NOT a Loan rigination or Bank Processing fee 1st payment must always be exactly 30 days after the sale date e AI c Please click on the Advanced tab above to add this x u IE Is this lien holder active type of fee also called a Prepaid finance charge Yes C No X Cancel m n C e Xt C Prospect Credit Report Prospect Nol Guys S NI gt i E 1 gt gt 1 lt d 1 YOUR COMPANY HERE Monday July 26 2010 4 53PM start gt ij FRAZER START Microso il VIN numbers 24june10 Frazer 7 yt 4 53PM Click OK at the bottom and then Select the next screen and this will load the Lein holder int 7 Frazer END 218 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing
39. District Account uy sm ERI Enable option to use balloon payments Lien Holder Code for Buy Here Pay Here csc i Outside financing only Employer ID Number EIN Pull price on sales screen from vehicle file when vehicle selected Fax Number Change BH PH Lien Holder name address V Save Exit amp amp 2 lt VA JU lt YOUR COMPANY NAME HERE Monday July 26 2010 111 08 start 2 8 gt M Documenti Maosoft Frazer 12 11 08 you are doing BHPH Buy Here 1 suggest that you leave the APR set as is This default setting is the way that the Frazer System will set the max APR allowed by law The APR can be lowered on any given deal however this default setting gives you a great tool to negotiate in a deal Mr Customer I realize that the APR seems a little high However the Finance company that use will allow you to lower the current APR with more dollars down Just as a mortgage company does when we broker a deal on a home and buy down points www tomhamptonagency com 713 481 6712 DEFAULT GOVERNMENT FEES Here is where you can set a default rate for Tags Title Fee E Tag Remember that these can be redone in the sales screen for each deal that you do puo E 8 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updat
40. E ISSUANCE VTR 136 5 2006 800 25 335 P COUNTY OF TITLE ISSUANCE SPANISH 136 5 2006 820 26 321 BUYER S ORDER TEXAS 840 gt Click here to select ONLY a vehicle for printing no sales or customer information will print WP Y and P are white paper forms P is for pdf which cannot print on Okidata printers Date forms list last updated from Frazer 7712710 Forms Set up Print Highlighted Form Print ALL White Paper Forms Exit For the highlighted form Print Fax Cover sheet for a Forms Change Request Legal Stuff YOUR COMPANY NAME HERE Monday July 26 2010 4 57PM Start BER i FRAZER START Microso VIN numbers 24june 10 Frazer 7 4 4 57PM Make sure that the BUYERS ORDER is highlighted as above and click the PRINT HIGHLIGHTED FORM button and hand the man his paper to take to the bank and get your money When the customer comes back in go to the ENTER SALES click and then look at the lower left corner of the next screen where it says RETREIVE PROSPECT highlight the Customer s name and click on Select 38 www tomhamptonagency com 713 481 6712 1 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing im Y WY y APIA E was _ wes ch EL wesw sh ye PR A 13 Sales Processing _ joj xj V
41. ERE Monday July 26 2010 12 06PM 8 gt M FRAZER START Microso Frazer Verizon Yahoo Window zl 5 7 192 12 06 PM On this we are going to spend little more time and I will give you some options here and remember that is all they are options STOCK NUMBERS If you want the system to automatically assign stock numbers leave this box checked You can set the stock number to start at any given number for example if BP72456 were to be put in then system would roll up the numbers to BP12456 BP12457 BP12458 etc About 50 of Dealers will uncheck this box and manually put in the last 6 or 8 of the VIN as their stock number when stocking in a vehicle DEFAULT LOT FEE A K A DEALER PACK could spend a lot of time on this subject however 1 suggest that this be a fixed cost that will be added to every vehicle that you stock 12 www tomhamptonagency com 713 481 6712 ADDED COST OPTIONS suggest that the only thing that requires changing here is to bump the labor rate from 12 50 to 85 00 or higher As Dealers cannot charge interest on repairs that are made to a customer vehicle this allow you to make a little profit on the labor CARFAX SETUP If you already have a CarFax account this is where you put your login and password so that you can pull a carfax for a customer from inside Frazer Dealer Software Manager VEHICLE UPLOAD OPTIONS These buttons will allow Frazer to Push
42. ERE Monday July 26 2010 3 25PM 2 eu WI FRAZERSTART Maoso E Frazer 7 144 3 25 pM When all the information is your screen will look something like this 28 www tomhamptonagency com 713 481 6712 Now on to TAB 2 Floor Planning n 8 ERES Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing JA Adding Vehicle New Bfe EN ov rnm iv Check if Floor Planned Select or Add Amount Floor Planned 7 500 00 Fees d desi Date Opened 7726H0 Admin Fee 0 00 F Set Up Fee 0 00 m Percent Charged 0 00 Additional 0 00 aq 4 Term Length of floor Plan in days 0 P Days until 1st curtailment zer Settlement E Date Paid Amount Paid Principal Interest Fees As y er Floor Plan Closed zb 0 00 0 00 0 00 ye As Total Floor Plan Cost 0 00 Remaining Floor Plan Principal 7 500 00 Interest amp Fees 0 00 Total 7 500 00 Fr X coc 123456 7 09 DODGE CHARGER SXT RWD n p m x start gt iJ FRAZER START Microso E YOUR COMPANY TE FEET Zn ux 2010 3 27PM 7 14 3 27PM Use the Select Add Floor Plan Company button and set up your current floor plan provider Vehicle
43. FRAZER REFERENCE GUIDE Setting up and Using Frazer A how to manual Tom Hampton Agency PO Box 7101 Baytown TX 77522 713 481 6712 January 2011 Contents CHAPTER 1 Installing Frazer Software 1 1 eere enne enne ns 3 Chapter Z SETUP 4 MISCELLANEOUS 4 APR E E 5 DEFAULT GOVERNMENT FEES 6 Now look at the top of this page and go nennen nenne nennen nennen essa nne ns 8 Tab 2 SALES OPTIONS neis gestion 8 Now look at the top of the page and go 10 2 10 p EX po c cc 10 NOW IGOK dt the toporthe page BO TO eoi einn 11 Now look at the top of the page and pas oto ted avena dba ERU 12 Now 14 6 PRINTING OPTIONS uuum nmm nnnnnn nennen nnns nennen nnn 14 Now look at the top of the page and go tO eene essa nena annes snae nne narrans 16 TAB OTHER N 16 SETTING UP YOUR V I T INFORMATION 18 CHAPTER 3 INVENTORY 20 Go to the first Grey button the top of your screen ENTER VEHICLE which will bring up the next sc
44. Fees Ptr a Payment Schedule Dealer Service Fee Weekly Service Contract C Bi Weekly delivery fee C Semi Monthly Adjust Pricing WA Monthly bove if you want to adjust the nt to Finance the Total of C Xi Sales Tax First Payment Due Amount zi Total Cash Price Inventory T ax Cash Down Payment Initials x J Pick Up Note A Pick Up Note is a Deferred or Delayed Down Payment Amount to Finance No interest is added to a Pick Up Note start gt I Frazer i FRAZER START Microso Monday August 2 2010 1 39PM YOUR COMPANY NAME HERE 7 1 39PM 41 www tomhamptonagency com 713 481 6712 18 x a E Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Vehicle 123456 3 01 CHRYSLER PT Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 8 02 10 Tel Payment Schedule Type of Sale Cash Sale APR Rate 30 00 lt FA TEE E Outside Financing is rice Buy Here Pay Here Pick Up Note Amount 400 00 Wholesale Change Review gt iv T Enter Select Date i Ioj
45. ITTED Set the system for your type of remittance in FULL ADVANCED OR DEFERRED WHEN DOING BHPH 10 www tomhamptonagency com 713 481 6712 Now look at the top of the page and go to TAB 4 PAYMENT OPTIONS Vehicles Sales DU Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing NY NY E TA JY P E y m p E P a Cage amp A E E E L4 E E OD A4 E 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options 7 Other 8 Accounting 1 Percent of payment that must be received to advance due date 80 v Prompt to print receipts If left unchecked 4 Enter number of days that customer can in to pay early and have their then receipt will print without prompt screen go A s payment amount included in the coming month s payment 0 E TIS Prompt for How Paid By Mail or In Person Prompt to forgive balance if payment takes balance below 5 00 Force payments to ALWAYS be applied to FEES first Completely exit from Customer Activity after entering payment Apply payment to FEES Balance ONLY after entire Balance has been paid When exiting from Customer Activity always f Always advance the promise date into the future even if due date is in the past prompt for another customer ay V Factors affecting
46. Photo URL s Drivetrain 2nd color Sales Net Comments V Autom Style Fuel Type Features Disple Disple Photo Upload es V Add r M Upload Photos When Path if different than above Need to upload all photos to your custom location again Save YOUR COMPANY HERE Monday July 26 2010 1 03PM start gt 1 FRAZER START Microso Frazer 7 146 1 03PM sure to check the ACTIVATE CUSTOM FTP UPLOAD box and the box UPLOAD PHOTOS at the bottom when populating this information Once all the information 1 the box click SAVE 13 www tomhamptonagency com 713 481 6712 Now look at the top of the page and go to TAB 6 PRINTING OPTIONS EET l8 xl Vehicles Sales Customers Reports SS Help Backup Updates Enter vehicle Enter Sales Customer Activity Forms Printing b a fI i 4 1 Sy 4 7 lt Frazer Izer Z Craze Praze A System Options ae xX 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Option 1 Bint Repos by Vehicle Location Printer Selectiox We recommend the Okidata 320 for pre printed forms and lasere er for everything else je J amp i nti prnchepons Customer Rating Letters amp Labels Pre printed Forms C Okidata 320 Turbo Okidata 320 Turbo
47. TART Microso Frazer W 7 198 1 16PM Now click on Save and all you need to do now is to go in and set up your V I T information 17 www tomhamptonagency com 713 481 6712 SETTING UP YOUR 1 INFORMATION 1 At the top of your Frazer Software screen and click on REPORTS 2 From the drop down menu click on 2 SALES 3 From the drop down menu click on 6 Inventory Tax Report As SEEN BELow JA Frazer E E Vehicles Sales Customers Accounting Miscellaneous Help Backup Updates EGESUEEEBS Ll EGG BEES EH 1 Vehicle Inventory Reports 1 Sales Totals 2 Sales Listings 3 Back End Sales Listings 4 Sales Tax Report 5 Cash Position Analysis 7 Salesman Reporting y 8 Vehicle Evaluations by Profitability 4 J M F 47 I 1 A 9 Lien Holder Analysis QoS 4 lt A 0 Zip Code Analysis A IRS FinCEN Form 8300 B Source of Customer Analysis 4 4 1 3 OFAC Names Checked E E LLLI D Government and Doc Prep Fees Temporary Tag Log Y Yearly Motor Vehicle Inventory Declaration LM NA p m li E 18 x c _ L ws A Amm YOUR COMPANY HERE Monday July 26 2010 1 26PM start 2 8 gt W razensTART Meoso El Frazer 7 8 1 26PM The next screen that pops up will look like this 72 Frazer 8 x Vehicles Sales Customers
48. VENDOR Populate the information that you have Frazer Vehicles Sales Customers Accounting rts Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Adding a Vendor Yo General History Added Costs e Ae GLASSS COMPANY Active Street 12354 BUSY BLVD City State Zip HOUSTON TX 77079 Phone 832 XXX XXXX Print Envelope Phone 2 Contact JOE SHIMMER Email Category General Select Category Notes Account Number C Inactive Default G L Account Only used when entering bills to pay Name to print check ABCGLASSS COMPANY lt Mailing Name ABCGLASSS COMPANY Mailing Street 12354 BUSY BLYD I Mailing City State Zip HOUSTON 77079 7 Prompt to print an envelope after printing a check to this vendor e As ABC GLASSS COMPANY lt W Save Xx Cancel Er es Pv 42 QUE sD YOUR COMPANY HERE Monday July 26 2010 2 54PM 2 8 gt M FRAZER START Microso Frazer 7 146 2 54 pM 24 www tomhamptonagency com 713 481 6712 Click SAVE and in the next screen make sure your VENDOR is highlighted in Blue Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing
49. Y BUYERS GUIDE Y ARBITRATION AGREEMENT 7 10 P AFFIDAVIT FOR REPOSSESSED VEHICLE 264 4 2005 y f pA P SALES AND USE TAX EXEMPTION BACK 01 339 Back 9 0776 P y L CL P SALES TAX EXEMPTION CERTIFICATE 14 312 3 08 2 E UM P POA TO TRANSFER MOTOR VEHICLE 271 10 08 COUNTY OF TITLE ISSUANCE 136 5 2006 P COUNTY OF TITLE ISSUANCE SPANISH 136 5 2006 P BUYER S ORDER TEXAS E E Hm 7 lt A 4 A FU As y ps 7 lt 7 Click here to select ONLY a vehicle for printing no sales or customer information will print M WP Y and white paper forms is for pdf which cannot print on Okidata printers Date forms list last updated from Frazer 7712710 7 b f E E E CE Forms Set up Print Highlighted Form Print ALL White Paper Forms Exit E EC AP For the highlighted form Print Fax Cover sheet for a Forms Change Request Legal Stuff YOUR COMPANY HERE July 26 2010 5 03PM Start ew iJ FRAZER START Microso Wi VIN numbers 24june 10 Frazer 7 giu 5 03PM 39 www tomhamptonagency com 713 481 6712 BUY HERE PAY HERE BHPH For the BHPH customer the process ts basically the same Click ENTER SALES Make sure that your sale is set to BHPH in the upper right corner and then go to the top center of the screen thtat pops up and put your mouse
50. a your sales taxes to the state To do this run main menu option Cash Down Payme M Miscellaneous then 1 System Options then Tab 3 Taxes i Initia Eash lt 75 Tf Pick Up Not Amount to Ok x Retrieve Prospect YOUR COMPANY NAME HERE Monday August 2 2010 1 44PM start gt Frazer i FRAZER START Microso 7 OPA 1 44PM Click the appropriate method and then click OK NOTE If you choose one that is not your DEFAULT setting found Miscellaneous 1 Systems Options Tab 3 Taxes then this screen will pop up to remind you 18 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing amp L4 WB mE We amp i We e 7 ry i P 1 C 7 Sales Processing 24 xl Vehicle 123456 3 01 CHRYSLER Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date _amorin Pavment Schedule _ of Sal Sale a Vehicle Pri Woo p 4 C tL s How will you be remitting Sales Taxes EI Here Chang ID Ales ni x 0 M Hm Cash E y nitials l 2t C B No Amount to Finan
51. air ticket number PR Cars com Internet Dealer Services m Default labor rate 12 50 CarSoup com Beep Beep com Display vehicle costs on vehicle screen without having to click button HomeNet DealerTrack InventoryPro Default Vehicle Location Code Auo Autobase NET v Display appropriate category of vendor from vendor eBizAutos CarsForSale com WA m list unchecking will always display all vendors AutoRevo AutoBase COM Default Vehicles to Display on the vehicle look up window Inventory DealersLink SaveOnTheLot al Allow you to designate the odometer as being in either Kilometers or Miles AutoXLoo EasyAutoS ales M Check here to force the system to always require that you enter a valid VIN Monster Lot b Default Mileage to Print to EXEMPT for vehicles 10 years old or older Liquid Motors AutoLaHome Automatically fill in Vehicle Sales Features from VIN Decoder JTZ Enterprise gt Display Mileage instead of Tag on Vehicle Look up screen ist Display Retail Price instead of Days on Lot on Vehicle Look up screen v Add repo costs to inventory value when vehicle restocked Systems Amoco ario v When vehicle added immediately set vehicle to be uploaded to web sites Check if THIS computer is connected to the internet wv Save Qk Exit CL r C EN NY EN Y rm WA J BE 3 E HA Yas WA YOUR C COMPANY NAME H
52. ate Keys 2000 Accounts Payable 1 x Weight 2005 A P Credit Card T i 7 Decal Ex r 4 piration Date A E CERE County Condition Inspection Inspected Purchase Information Title Application Ignition key code Vehicle Source Company zj py FA State Title Door key code emi A uyer E C Title it Valet key code lt ae Notes xi SCA Draft SE Inspection Ez Draft Check 1i m bom of s GPS Serial Date Draft amp f x b im 4 X Cancel GOOG x 123456 7 09 DODGE CHARGER SXT RWD Tr j YOUR COMPANY HERE Monday July 26 2010 3 11PM gt W FRAZER START Microso Frazer ecm Z 3 11PM The next place to go is to the Purchase Information box JA Frazer 81 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Adding Vehicle New 1 5 gt A z i Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide AS Vehicle Information Vehicle Costs Stock 1234567 Mileage Purchase Date 7 26 10 E acannon Code Mileage is Actual F Original Cost 7 500 00 7 New Used Used Buyer s 225 00 ira
53. atically populate like this see below EE 1 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing JA Adding Vehicle New E iol 5 7 WA 4 C General Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide Vehicle Information Vehicle Costs Stock 123456 7 Hileage Purchase Date 77 26 10 E z Location Code Mileage is Actual Original Cost 0 00 bs Lj New Used Used Buyer s Fee 0 00 E i VIN 2B3KA33 89H638246 Lot Fee 100 00 E 66 AL Year 09 Transmission AUTO Engine Added Costs 0 00 Make DODGE 7 Cylinders 6 Floor Plan Cost 0 00 Model CHARGER Drivetrain 7 i rivetroir Total Costs 100 00 Ci tyle SXTRWD n Pasi Body Type ADA Fuel Type Bas s Primary Color Vehicle Type Sedan z Secondary Color Title In Duplicate Keys e Tag Weight 7 nm Decal Expiration Date Ez C amp c County Condition T Inspection 1t Inspected Purchase Information Title Application Ignition key code Vehicle Source Company 2 Ww 25 7 State Title In Door key code d WA L A uU L Title Valet key code
54. ayment Cash Payment Date 773 10 z Contract Balance 4 133 36 Amount 40000 Fees Balance 400 00 moun Description Cash Early Payoff F i T l C Updated Due Date 4730710 C TS Next Promise Date 7 31 10 zel Total Amount Due 4 533 36 Due on Promise Date 150304 3 Apply Payment to y m J Enter Your Initials mmy Contract 300 00 1 E Ag Fees 1000 YOUR COMPANY NAME HERE Saturday July 31 2010 3 31PM Start 2 gt Elements E Frazer Wi FRAZER START Microso e 7 1 3 31 PM Viola Payment received print them a receipt and you are done Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing T T y 7 DW a y 7 Oy 0 y 7 2 T fs Oy CI 7 9 Enter PAYMENTS and Other Transactions o x E custo PATRICIA PRACTICE de 99 CHEVROLET CAMARO 2DR Har n ia lt EATR Payments due semi monthly for 187 88 due on days 15 and 31 x AQ i A As Contract Owed to Be c 553418 e Due 4715 10 Payme Pick Up Note Owed to 3 lt x 1 Transaction alance 4133 36 400 00 Payment Date Amount Description c TA be i j A C Rating L b
55. azer in your computer s cd player and follow the installation instructions More then likely your Frazer representative has already done this for you and has loaded your name change Loading your name change Close Frazer Locate the email from Frazer with your name change Double click on the link in the email that Frazer has sent you Add Pictures www tomhamptonagency com 713 481 6712 Chapter 2 SET UP You have now finished installing your software and have loaded in your Name Change from the e mail that Frazer sent you MISCELLANEOUS 1 JA Frazer E E 18 xl Vehicles Sales Customers Accounting Reports Help Backup Updates Enter Vehicle Enter Sales Customer Act 1 System Options RN 2 Life Disability Rates 3 Password System 4 Audit File Reporting 5 Miscellaneous Receipts 6 Change Seller s Name on Receipts 7 Miscellaneous Contacts 8 Export Data 9 Pulled Credit Reports YOUR COMPANY NAME HERE Monday July 26 2010 11 06AM start iM Document Microsoft Frazer Z Oi RO ta 11 06 AM SYSTEMS OPTIONS It is here that you will set your GLOBAL and or General Settings for the Frazer System Remember that they can be reset at any given time www tomhamptonagency com 713 481 6712 This ts the screen that appears for you next le x Vehicles Sales Customers Accounting Reports Miscel
56. croso W VIN numbers 24june10 E Frazer 7 Si 5 07PM Highlight the customer and click SELECT and their individual customer screen will appear 48 www tomhamptonagency com 713 481 6712 Stock 123456 7 JOHN J PATRELLIS 1267 BLASTOVIC DR HOUSTON TX 77076 Co Buyer PATRICIA C PATRELLI Rating Location Stock 123456 7 Sale Date 7 26 10 Sale Date 7 26 10 Print GL Outside Financing 09 DODGE CHARGER 4DR BLUE VIN 2B3KA33V89H638246 L Home Phone 832 XXX XXXX Work Phone 713 XXX XXXX Cell Phone 832 XXX XXXX Other Phone Email Due from Lien Holder 15 461 60 Total mount due 15 461 60 JOHN 1267 HOUS Co Bu Customer Information and Miscellaneous Functions No Trade in Exists No Credit Application No Insurance exists Same as mailing address 713 481 6712 49 la x Stock 123456 7 Sale Date 7 26 10 PrintG L Print Outside Financing A B 10 xxl HOUS You have selected to cancel this salell Co Bu Doing so will remove all payment and other transaction history from this customer s files You can add this customer back to the Prospect File for more sales processing or you can completely remove this customer from the computer JOHN J PATRELLIS CANCEL SALE add Rating customer back to prospect file c lolder E Tracking Stuff I Change Due Date
57. cts for simple interest and understand simple interest leave the System set for Actuarial www tomhamptonagency com 713 481 6712 WHEN PRINTING THE BUYERS GUIDE in the box you see the words Add name here M 1 2 most Dealers erase this line of text and type in See Salesperson If you wish to pull credit reports for your Dealership now is the time to set this up The Grey Box with Purple letters will bring up this screen e 1 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing E xl Account data for pulling a credit report 1 Sales Option Accounting This system uses the services of First Advantage CREDCO to enable you to pull d a credit report You will need to be signed up with them to use this service ien You do NOT need to sign up with Equifax Experian or Trans Union First uy He Advantage CREDCO handles it all f Click here to view or print Credco Signup Documentation Pricing is on page 2 i Requires access to the internet How will ya C PreComp Click here to read the detailed exhibits that go with signup documentation PreComp For step by step set up instructions click Help Help Manual Index and sale to Simple In then enter Credit Report or CREDCO Once signed up you will need to enter 11 you
58. d C Updated Due Date Next Promise Date int Due 4 533 36 Due on Promise Date A amp B Enter Your Initials T 6 300 00 2 T lt Ct i Fees 100 00 Add Transaction X Do Not Save YOUR COMPANY NAME HERE Saturday July 31 2010 3 32PM Start 2 gt ij Elements E Frazer FRAZER START Microso 7 146 3 32 54 www tomhamptonagency com 713 481 6712 You can also use this same button A Enter Payments and Other Transactions to add a Repair to a clients account Nm 8 x Vehicles Sales Customers rm Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing NY ww 1 e 7 Enter PAYMENTS and Other Transactions 0 x 0 Cj EET PATRICIA PRACTICE _ xl N 99 CHEVROLET CAMARO 2DR g i Payments due semi monthly for 187 88 due days 15 and 31 n C m Gs UU Contract Owed to Become Current 1 503 04 Contract Date Due 4730710 Payme Pick Up Note Owed to become Current 0 00 y Ps WA D WA er Transaction Type e Xt C m c Payment Cash 5 3 83336 es pd heck Contract Balance 3 833 36 300 00 Amount Payment Money Order Fees Balance 300 00 833 36 Amoun _ _ Payment Credit Card d Description
59. e PRE PRINTED FORMS box and map the system to your dot matrix printer usually an Okitata or Epson Dot Matrix Line Printer 15 www tomhamptonagency com 713 481 6712 Now look at the top of the page and go to TAB 7 OTHER E Frazer Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates 1 x Enter Vehicle Enter Sales Customer Activity Forms Printing Charge late fees Payment Amount even if current amount due is lower Curent Amount Due but na more than the regular payment amount Days late before charging late Fee ag 1 amp Fee will be what percent of payment 000 CA Maximum amount of late fee 0 00 Check here if late fee is a flat fee not a percent flat late fee may not be allowed your state Treat Financing Cost as a Front End Cost Ignore commission when calculating profit Show Insurance Screen automatically if insurance is expired Default Customers to Display an the Customer Look up window Customers with a Balance o li Check to display reminder window if no backup in over a week The Cash Position formula is the Cash Down payment less these costs Total cost of the Tag amp Title Fees cost of back end sales and Sales Tax you owe at the time of the On Customer Look up window customer s balance should include Regular contract balance
60. ed Down Payment Amount to Finance No interest is added to a Pick Up Note y b TA 2 Retrieve E c Complete as Save as Cancel Do EF 6E 2t C iS Prospect Credit Report d Print Sale H Prospect Not Save 7 WN y WA WAS BWA WA m BWA WRAY WA nm YOUR COMPANY NAME HERE Monday August 2 2010 1 36PM Asan O EA Frazer 01 FRAZER START Microso 7 1 35PM Put in the number of payments that you are going to take and whether they are Weekly Bi Weekly Semi Monthly Monthly Put in the date that you want the first PICK UP NOTE to start by clicking on the little calendar to the right of the FIRST PAYMENT DUE line Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing WN 7 lt 7 WA Em ELA 3 W AEN 7 Ef xl E A HE Vehicle 123456 3 01 CHRYSLER PT Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 8702710 m Payment Schedule Type of Cash Sale APR Rate 30 00 x Y Outside Financing TAs Vehicle Price A C Pick Un Note 2 700 00 Buy Here Pay Here E VE Ay Change Review gt axi ee C Wholesale Enter Number of note payments 1 2 Net Trade in Payment Amount 400 00 us pss G t
61. eferred 362 14 Odd Final Payment 23 63 Payments or the Number of Payments Taa Cah fide 369 Finance Charge 585 14 after Calculating Financing Inventory T ax 12 41 Iv Total of Payments 4 754 69 Cash Down Payment 800 00 Initials Cash Ej Pick Up Note 400 00 Amount to das 4 169 55 Retrieve Prospect z c Complete as Save as Cancel 7 Do Credit Report amp Print v Sale H Prospect Not Save YOUR COMPANY NAME HERE Monday August 2 2010 1 48PM start O 2 8 gt Frazer i FRAZER START Microso 7 OPA 8M As you can see this customer is purchasing a 01 PT Cruiser at 4995 with 800 cash now a Pick Up Note of 400 27 regular bi weekly payments of 175 and one odd final payment of 29 69 Their APR is 26 71 highest allowed by law they are paying 585 14 in interest on a carry of 4169 55 making their total in payments 4754 69 This basically a 14 month note Moving on to Tab 2 CUSTOMER and some difference here is that the are in the system just for the BHPH Dealers www tomhamptonagency com 713 481 6712 re 44 L Frazer ooo 181 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Vehicle 123456 3 01 CHRYSLER PT Customer Name ANJELICA RAMOS E Sales Processing Pricing Customer Lien Holder Deale
62. ehicle Not yet selected Customer Name No Customer Chosen Pricina I nma DINE LS A Prospect File Look up X By Last Name Y d Enter Last Name Y y d Stock LastName 1 123456 3 01 CHRYSLER PT CRUISER 11712709 UNKNOWN jfigfhj 6 23 10 PATRELLIS UNKNOWN VALORIM 5 20 10 Im im Im i I gt YOUR COMPANY HERE Monday July 26 2010 5 00PM start gt 1 FRAZER START Microso VIN numbers 24june10 Frazer 39 7 ouis 5 00 PM Go ahead and change the sale date to the current day and click COMPLETE AS SALE Next you go to FORMS PRINTING again and the clients name will be at the top of that screen Highlight and print your forms Now go to the web and print your Have your customer sign all the papers and roll the unit 181 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing x p FA PTA DPE A 195 ici Code Version Printed Order Y BILL OF SALE P TITLE APPLICATION 130 U RETAIL INSTALLMENT CONTRACT FZ TX RIC PA 9 4 Y ODOMETER STATEMENT J y 2 I Y AS IS C Y INSURANCE AGREEMENT A E e xt Y RIGHT OF REPOSSESSION Y PRIVACY NOTICE GRAMM LEACH BLILE
63. ellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Sales Processing E Miei g X Vehicle 123456 7 09 DODGE CHARGER Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 7 26 10 zal Payment Schedule Type of Sale Weekl Cash Sale APR Rate 30 00 if Vehicle Price C Bi Weekly Outside Financing nadie Soe C Semi Monthly Buy Here Pay Here Change Review gt Taxable Monthly Wholesale Enter Trade in L Net Trade in 0 00 Financing Calculation Method How will you earn interest 7 G e Enter Number of Payments PreCompute Rule of 78 s nir Miu Enter Payment Amount PreCompute Actuarial Dealer Service F 000 Eo uer D First Payment Date 8 26 10 ze ervice Contract E Payment Amount 0 00 Simple Interest delivery fee 000 Number of Payments 0 Adjust Pricing Calculate Financing Click above if you want to adjust the Amount to Finance the Total of Sales T ax 1 014 64 Payments or the Payment Amount Total Cash Price 15 140 92 Finance Charge 0 00 after Calculating Financing Inventory Tax 3478 V Total of Payments 0 00 Cash Down Payment 0 00 Pek Up oie 28 Amount to Finance 15 140 92 Retrieve c Complete as Save as Cancel Do xo Prospect Credit Report oa Print v S ale H Prospect Not Save YOUR COMPANY
64. ense Expiration Date 05 11 Spouse s name Rating A Does Customer Opt Out of nonpublic disclosure www tomhamptonagency com 713 481 6712 Z Retrieve Complete as Save as Cancel Do Prospect Credit Report qe Print Sale H Prospect Not Save YOUR COMPANY NAME HERE Start emu 20 FRAZER START Microso W VIN numbers 24june10 Frazer Monday July 26 2010 4 46PM m Zou 4 46 PM 35 If there is to be a co buyer click on the CO BUYER button on the right side of the screen and fill the information 73 Frazer l x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing E MN E Izer AID ONTENDETTTUNMNENNNSS x C First Name PATRICIA stomer Name JOHN J PATRELLIS Pricing Customer Lien Holder Dea Last Name PATRELLIS Customer Information Birthday a 127601 Retrieve Individual C Social Security tt Previous M First Name JUHNJ License Number 04682587 NE reae y i y Last N ame PATRELLIS License State TX z lt Suffix Jr Sr License Expiration Date 04712 zip tale AE a yer 7 e Check if Co Buyer is Spouse of Buyer RE Add NA As C ei e Chec
65. er ee l x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing l Adding Vehicle New ci xil amp Vendors H xj P E N E Display only active vendors Display ALL vendors List ALL Vendors Select Category List Only One Category Vehicle Source Search by Company Name Search by Contact EY Name E 3 L E E UN y mm at V 8 EA gt 7 VA E As we E E y amp Select Add Vendor Delete highlighted E 64 V Modify Categories Change vendor Exit b US DULD H x AL W BWA BEL wa Y 5 WA WA 5 BWA WA bL YOUR COMPANY NAME HERE Monday July 26 2010 3 17PM start 2 gt E razRSTART Maoso E rrazer 7 1 3 17PM Use the Add Vendor button just like you did when you were working with your cost Now set up your Buyer section if you are not the only one buying inventory for the Dealership Report R 2 8 will let you know by Buyer how well the units have done ree Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Adding Vehicle New E lol xl _ BWA WA C General Floor Planning Sales Previous Owner Pho
66. es Enter Vehicle Enter Sales Customer Activity Forms Printing T T A n gt FA p Ve CVE 4 i x 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options 7 Other 8 Accounting APR Rate 30 00 gt You may use up to three optional sales fees on your Sales Screen Enter a Default Government Fees description below to activiate one or all of these optional fees You can also Default Dealer Service 50 00 enter a default amount the amount that appears on the screen that can be 46 Use the words Dealer Service Default Government Fees Make the cost of Document Prep EE itle Fee 28 00 Dealer Service Fee Check if t m c Taxable y A y Service Contracts Check if t dL EE 52 80 Taxable het amp Inspection Fee 00 Default Payment Schedule gt j Taxable Weekly Deputy Service Fee 0 00 Bi Weekly Official Fees other 000 y Insurance p 7 C Semi Monthly Etna f 50 g fee 5 00 2 Monthly County Number a zs Enter Number of Payments Financing Calculation Method E Enter Payment Amount 1 Enable option to use balloon paymen J Outside financing only Pull price on sales screen from vehicle file when vehicle selected Fax Number Change BH PH Lien Holder name address Mh 4X4 Save Qk Exit F
67. es Options 7 Taking payments 52 TAXES 9 V1 7 17 1 INFORMATION 17 www tomhamptonagency com 713 481 6712 59
68. fees You can also P enter a default amount the amount that appears on the screen that can be Ve changed and whether it is taxable or not Use the words Dealer Service Fee instead D ipti Default A Make the cost of Document Prep Fee SEREEN CSE OEE Eg E Fue 1 299 00 v Taxable d Service Contracts Check if taxable 2 0 00 Taxable TA Default Payment Schedule aj 0 00 Taxable Weekly Bi Weekly Check here if you will be selling Life and Disability Insurance C Semi Monthly Monthly County county County Number YAAN Dealer Number dealer number VUA C Financing Calculation Method Sales Tax 1t salestaxt Enter Number of Payments Designated Agent desagent Enter Payment Amount Appraisal District Account Enable option to use balloon payments Lien Holder Code for Buy Here Pay Here csc Peet E Outside financing only Employer ID Number EIN Pull price on sales screen from vehicle file when vehicle selected Fax Number Change BH PH Lien Holder name address E v Save Exit y zi YOUR COMPANY NAME HERE Monday July 26 2010 11 24AM 3 gt M Documenti Microsoft OOOO Verizon Yahoo Window 2 1 11 24 The boxes with the Green Writing are very County enter your county County Number leave blank Dealer Number e
69. h will open this screen ES 181 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing I y ps PAS EL Ww 48 hn EL T W 2 Wa BL WA Ww WA PE A zx Vehicle Not yet selected Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Sales Date Zeal Type of Sale Cash Sale T C Outside Financing 4 E AU Buy Here Pay Here Vehicle Price 0 00 wholesale L Change Review gt Taxable Net Trade in ooo yF J Government Fees 000 gt c Dealer Service Fee 000 Service Contract 000 delivery fee 000 E EO Adjust Pricing yn Click above if you want to adjust the Drive Out Amount Fe Sales 0 00 Total Cash Price 0 00 Inventory T ax 0 00 Cash Down Payment 0 00 y OW ci LG CI Amount to Finance 0 00 Complete as Save as Cancel Do Credit Report amp Print Sale H Prospect Not Save 4 28PM 7 Oise 4 28PM Monday July 26 2010 Feu YOUR COMPANY HERE start gt iJ FRAZER START Microso 8 VIN numbers 24june10 Frazer To select a vehicle for sell click on the word Vehicle in the top center 1 x
70. icing Customer Lien Holder Dealer Costs Sales Date 7726 10 ze Payment Schedule Type of Sale er C Weekl C Cash Sale APR Rate 10 00 A 1 a C Bi Weekly Dutside Financing y IZ Z ehicle Price 995 C Semi Monthly C Buy Here Pay Here CE Change Review gt Taxable Monthly Wholesale Enter Trade in Net Trade in 000 r Financing Calculation Method How will you earn interest pos G 50 Enter Number of Payments PreCompute Rule of 78 s 4 lt lt A i 3 Dua a C Enter Payment Amount PreCompute Actuarial Me E pios First Payment Date 8 26 10 28 ervice Contract deli iio 00 Payment Amount 384 14 4 Simple Interest Number of Payments 48 Adjust Pricing A Calculate Financing Click above if you want to adjust the 7 Amount to Finance the Total of p CE Sales Tax 1 014 654 Payments or the Payment Amount Total Cash Price 15 140 92 Finance Charge 3 297 80 after Calculating Financing Inventory Tax 34 78 Total of Payments 18 438 72 Cash Down Payment 0 00 244 Pick Up Note 0 00 Amount to Finance 15 140 92 Retrieve Prospect 2 GH gt rRazer START Microso 1 VIN numbers 24 10 oo aw 7 YOUR COMPANY HERE Monday July 26 2010 4 43PM 7 guit 4 43PM Next go to TAB 2 Customer a
71. in the purchase date or highlight the date in the box and put In the date manually iftle note here all you do Is type in 061210 and the Frazer system will put in 6 12 10 for you or whatever date that you made the purchase on Tab to your next box ORIGINAL COST This is where you enter what you paid at Auction WITH OUT the buy fee or the cost from private party or wholesale Tab to your next box BUYERS FEE This ts usually the Auction fee that you paid when you purchased the vehicle Tab to your next box LOT FEE This was set up in System Options however you can highlight this and change it or delete it if you wish Tab to your next box 22 www tomhamptonagency com 713 481 6712 ADDED COST Look to the left and you will see a small Grey box with 3 dots in it click on the box and you will see this next screen E Frazer EN 1 xl Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 73 Adding Vehicle New EE 5535 T 2 General Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide Vehicle Information eee Costs L nea f 356336 CTE 707777 raze 123456 7 09 DODGE CHARGER SXT RWD T
72. ions 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options 7 Other 8 Accounting Print Reports by Vehicle Location Printer Selection m Select Reports Printer X E nes d forms and laser or ink jet printer for everything else y 5 7 Pre printed Forms ae T Okidata 320 Turbo Name HP LaserJet 4 network C Old Okidata 320 NON Turbo Pr Laptop pc HP LaserJet P1505 5 Status SERVER PC HP LaserJet 4 Plus Copy 1 Select change printer i Adobe PDF gt White Paper Forms HP LaserJet 4 network Microsoft XPS Document Wrter C Okidata 320 QuickBooks PDF Converter peres E All Other Printers Gs Samsung CLP 310 Series Pages us Et Select change printer C Selection 5 Adobe PDF y 9 C the link to the right Amazon com V Save Exit C c Im EN M 7 i EAS 21 0 X FA ES sY FA YOUR COMPANY HERE Monday July 26 2010 1 10PM B start 2 gt 9 FRAZER START Microso Frazer lt e W 7 199 1 10PM Use the drop down arrow to select which printer to use choose your laser or injet printer Do this in RECIEPTS AND WHITE PAPER FORMS and do the same If you are contracting for an outside finance source and will be using the long pre printed contracts go to th
73. k if Co Buyer lives at same address as Buyer esicence Street 1267 BLASTOVIC DR Same as mailing address County HARRIS City HOUSTON s Home Phone 832 XXX XXX State TX Insurance lem Work Phone 713 XXX XX Zip Code 77075 No Insurance exists A Cell Phone 832 XXX XXX County HARRIS y di lt PA x Other Phone Home Phone di Co Buyer Email addess Work Phone EE Pr No Cobuyer exists Bithday 5723 59 Other Phone gt x And or 01 or And Or rA manio E ownership relationship with buyer B License een Date And Or C And Or Spouse s Dae No Co Buyer Rating A v Save Exists for Does Customer Opt Out of i this Sale im C Credit pr Ct IZ P i Application as Cancel Do NY ospect Not Save YOUR COMPANY NAME HERE Monday July 26 2010 4 49PM r BEZOS em Then click SAVE and go to TAB 3 LEIN HOLDER Click the Grey box with purple printing SELECT LEIN HOLDER 1 Frazer l E 8 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing y m 27 R NE TW HL we um TW L Ww sh WA L As C Sales Processing ER Name Display Active 77 j Enter Name 11 raz GA 30303
74. laneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing y my YA VAs OY 9 VAS QW 1 VAs 7 y Age E VUA d E E VLA 2 E LA 8 ST x 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options 7 Other 8 Accounting APR Rate f d You may use up to three optional sales fees on your Sales Screen Enter a WAY P Default Government Fees description below to activiate one or all of these optional fees You can also C Default Dealer Service 50 00 enter a default amount the amount that appears on the screen that can be pow j changed and whether it is taxable or not Use the words Dealer Service Fee instead Make the cost of Document Prep Fee Hescupuon F Dealer Service Fee Check if taxable 1 delivery fee 299 00 Taxable y 1 Service Contracts Check if taxable 2 0 00 Taxable x dicm Default Payment Schedule 7 3 0 00 Taxable Weekly C Bi Weekly Check here if you will be selling Life and Disability Insurance Semi Monthly j Monthly County county County Number y m j y d Dealer Number dealer number F 64 A lt Financing Calculation Method Enter Number of Payments C Enter Payment Amount Sales Tax sales tax Designated Agent desagent Appraisal
75. n and then enter their information The main reason to put the info in here is so that it is in the system at your beck and call and you can read it The secondary reason is it is time to play with the customer and ask some pointed questions Mr Dealers asks OK Ms Smith you have lived herat A for 18 months Ms Smith No I have been there 13 months The idea is to see if they are telling the truth if they are lying on their application and if they are the deal is off that is unless you like to chase your cars 2 When you get to the reference tab you can also get all the information on their references complete names and addresses 45 www tomhamptonagency com 713 481 6712 Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing E E y m OW u Ww L Lm lt C no Oe nn 0 manine ix E 3 iol xj Housing Employment References Other Financial Credit Application Relationshi Au 1 Name eter Phone Number Address C At 1 PETE _ T 2 BILLY 222 272 2772 mans C 3 MANE IYYY YYY YYYY 37 EM ay o A 6 SS ees 1 y 43 y PR A c i e Fr ML Hye gt 0 DIETE VE d d gt c start
76. nd fill in the blanks J Frazer Vehicles Sales Customers Accounting MCCRERCUNA Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Izer Sales Processing Pricing Customer Lien Holder Dealer Costs Customer Information E s Wa E Ws m 2 Wa Vehicle 123456 7 09 DODGE CHARGER Customer Name JOHN 1 PATRELLIS Temporary Tag l x Retrieve ex Individual C Business Select Change Vehicle Previous x Customer First Name JOHN J Actual Mileage at Sale 87 654 Information Last Name PATRELLIS Mileage to print on forms 87654 TA Suffix Jr Sr III IV Sal Credit P Application ages 1267 BLASTOVIC DR Select Salesmen No Credit Application F Zip Code 77076 No Salesmen Selected Fd A m Cit s i PT C sae How did customer hear about us oe DEUS 1 Source code Same as mailing address County HARRIS Ed Home Phone 832 Work Phone 713 XX XOX Comments Cell Phone 832 XXX XXXX y IZ Z Other Phone address Check if Customer is Home Owner No Cobuyer exists Birthday 5723 59 Male Female Use for Home or Business Soc Sec C Home Business y License 04875347 State TX Lic
77. nse State rx Suffix Jr Sr ia License Expiration Date 2333 Street 8794 BAYFR C Male Female 77521 Check if Co Buyer is Spouse of Buyer City BAYTOWN Check if Co Buyer lives at same address as Buyer Pricing Customer Lien Holder Dea State TX Street 1698 BLUE VALLEY DR County HARRIS City HOUSTON Home Phone XXxX XXX XxX gt State Hx _ Work Phone 2 2 2 Zip Code 77079 Cell Phone YYY YYY YYY County HARRIS Other Phone Home Phone XXX XXX XXXX Email address Work Phone 222 272 777 Bithday 5717756 Other Phone YYY YYY YYYY Soc Sec License And or or And Or ME agir with nd 78954285 License Expiration Date Spouse s name Fra No Co Buyer Rating A _ Save Exists for Does Customer Opt Out of i this Sale Retrieve PE A iln Prospect redit Report pP _ YOUR COMPANY HERE start B ER Frazer 2 FRAZER START Microso Click the SAVE button Then if you have the cash in hand click on COMPLETE AS SALE a receipt for the cash down tomer Name ANJELICA C RAMOS Retrieve Previous Customer Information Credit Application No Credit Application Residence Address Same as mailing address Insurance OLD SOUTH Co Buyer Cancel Do Not Save Monday August 2 200
78. nter your P Number Sales Tax ff enter the Tax Number you use for parts purchases Designated Agent leave blank V WV Appraisal District Account This is where you put in your V Ip T Account Number even if you are new to the business you still have to register with the county and get an account gt LEIN HOLDER CODE leave blank gt EMPLOYER ID NUMBER EIN If you have an Employer Id Number EIN put it in and if not leave blank FAX NUMBER Enter your fax number www tomhamptonagency com 713 481 6712 Now look at the top of this page and go to Tab 2 SALES OPTIONS 1 isi 218 xl Vehicles Sales Customers Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 1 Sales Options 1 2 Sales Options 2 3 Taxes 4 Payment Options 5 Vehicle Options 6 Printing Options 7 Other 8 Accounting Default Type of Sale Default Customer Rating A Cash Sale Warn if customer is not at least 18 years old A C Outside Financing GE e C Zo Here Perform quick lookup of Service Contract provider when entering sale Perform quick lookup of Other Fee 1 provider when entering sale wi How will you EARN interest on BH PH sales Perform quick lookup of Other Fee 2 provider when entering sale L au 1 PreCompute Rule of 78 s Sum
79. o put next to your Buyer s Guide on the glass in the unit 30 www tomhamptonagency com 713 481 6712 Now to Tab 4 PREVIOUS OWNER The only time I have seen this tab used 1 if the unit was purchased Private Party and the dealer would like a quick reference as to what Individual he purchased the unit from Now onto Tab 5 PHOTOS Super simple click on Add Photo button and go to where you have the photos on your computer Double click on the photo and Bingo it is there If you have multiple Photos in the same file then click on the first one and hold down the CTRL key on your keyboard click on the other photos you would like to add and when you have them all highlighted take your finger off the CTRL key and click open and it will add all the photos Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing JA Adding Vehicle New E 215 Print General Floor Planning Sales Previous Owner Photos Notes lick on any photo to see above Double click to see the larger version of any picture Add Photo Photos for this vehicle 0 Report R 1 2 4 Inventory Listing Basic will list how ow many photos you have added to each vehicle The Left photo will be the primary photo when uploading to the web E Use the buttons to the left to change the order
80. of the photos adde Jf OK X Cancel 123456 7 09 DODGE CHARGER SXT RWD YOUR COMPANY HERE Monday July 26 2010 3 56PM 2 GH gt FRAZER START Microso Frazer W Z M amp 3 56 PM Now we head to one of the most important tabs 31 www tomhamptonagency com 713 481 6712 Now onto TAB 6 NOTES This ts your Grocery List of what you need to get done to this unit in order to make it front line ready JA Frazer ERES _ 18 x Vehicles Sales Customers Accounting Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Adding Vehicle New E lol xl 4 C y General Floor Planning Sales Previous Owner Photos Notes Print General Notes on this Vehicle REPAIR FRONT END 7 CHANGE FLUIDS 7 ORDER WINDSHIELD 7 Fr AZ y 1 lt This notes area can be used to create a vehicle To Do list or to record where the vehicle is located off site or y to record comments about the title or other purchasing related information or for anything else that you can think of a d CC You can use report R 1 F VEHICLE NOTES to print a report on this information You will be able to limit what is included CC 2t in this report by 1 the first word or words you use or by 2 a search for any word or sequence of words For example you can print the notes
81. on the word VEHICLE click to select your vehicle Put in the customer s down payment and if you are taking a deferred down or QUICK NOTE then you will enter the amount in the box just below where you put the down payment at in the PICK UP NOTE box E 218 V ehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Vehicle 123456 3 01 CHRYSLER PT CRI Customer Name No Customer Chosen Pricing Customer Lien Holder Dealer Costs Sales Date 8702 10 28 Payment Schedule Type of Sale C Weekl C Cash Sale APR Rate 30 00 4 Vehicl i Bi Weekly Outside Financing ehicle 4 995 00 C Semi Monthly Buy Here Pay Here Change Review gt Taxable Monthly Wholesale Enter Trade in c Net Trade in 0 00 Financing Calculation Method Covent Foe 0 00 En te HM of Pa MENS Xa CN C Enter Payment Amount es de ID First Payment Date 9702 10 25 0007 Payment Amount 0 00 Number of Payments Adjust Pricing Calculate Financing Click abov e you wank to adjust the Amo unt to Fina the Total of Sales Tax 362 14 Payments T nt Amount Total Cash Price 5 369 55 Finance Charge 0 00 after Ca lc ing Inventory Tax 12 41 Total of Payments 0 00 YOUR COMPANY NAME HERE Monday August 2 2010 1 35PM 5
82. otal 0 00 F mm 24 dette mia MN f ah EA Ny 2 X 123456 7 09 DODGE CHARGER SXT RWD E EA UN P PA e ue YOUR COMPANY NAME HERE Monday July 26 2010 2 48PM start i8 FRAZER START Microso Frazer 0 198 2 48 pM Go to the Grey box at the bottom that says ADD COST and you will get your next screen NENNEN 18 xl Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 73 Adding Vehicle New ER dcl xl y TR KFR 7 C Floor Planning Sales Previous Owner Photos Notes Print _Print Buyers Guide x o y Date Description SSS rave i Date 7 26 10 z l PEs Vendor None selected Select Vendor Cost 000 Labor Cost 0 00 Labor Calculation FA A Labor Rate 12 50 a gt S Total 0 00 Number of Hours 0 00 How did you pay for this cost gu 7 1010 Cash In House p 2000 Accounts Payable i x 2005 A P Credit Card lt Accounts can be added and removed Miscellaneous System Options Tab 8 y m P r ps AS 123455 7 09 DODGE CHARGER SXT RWD X cones F Exit WA VO 4 EM u PAE 123456 7 09 DODGE CHARGER SXT RWD F shy A
83. our Initials Contract 0 00 J y TY C amp L Fees 400 00 I I Was YOUR COMPANY NAME HERE Saturday July 31 2010 3 25PM start 3 BH gt fj elements Frazer i FRAZER START Microso 7 199 3 25 pM The next step is to to the bottom of the screen make sure that it was applied properly right corner As you can see this payment it is 52 www tomhamptonagency com 713 481 6712 applied then enter 400 to Fees If that is what you want to do then leave it as is if not then highlight the lower box with the in it and change it so that the system will Split the payment 18 xi Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing NA y p PA TAs p PA 2 2 8 P Gta E EET PATRICIA PRACTICE n nad 99 CHEVROLET CAMARO 2DR NETT n Ej Payments due semi monthly for 187 88 due days 15 and 31 AN C C L Ll c xt Contract Owed to Become Current 1 903 04 Contract Date Due 4 15 10 Payme Pick Up Note Owed to become Current 0 00 BA TA 1 Transaction Payment Cash F Payment Date 7731 10 Contract Balance 4133 36 Amount 400 00 Fees
84. r Costs Customer Information Temporary Tag Retrieve Individual Business Select Change Vehicle Previous y 2 Customer First Name ANJELICA Actual Mileage at Sale Information Last Name RAMOS Mileage to print on forms o Suffix Jr Sr M Sal EHE SEa Application Street 8794 BAYFRONT AVE Select Salesmen No Credit Applic Lredit Application Zip Code 77521 No Salesmen Selected Cit St ex How did customer hear about us Residence Address pi Source code Same as mailing address County HARRIS t1 Home Phone XXX XXK XXXX Insurance Work Phone 22 222 2 Comments Cell Phone YYY Y Y Y YY YY Other Phone Email address Check if Customer is Home Owner Birthday 5 17 56 a Male Female _ Use for Home or Business 7 Soc Sec C Home Business License 78954286 State TX License Expiration Date 05712 Spouse s Rating A Does Customer Opt Out of nonpublic disclosure YOUR COMPANY NAME HERE Monday August 2 2010 1 56PM i start O 2 8 gt E Frazer i FRAZER START Microso 7 1 56PM There are 3 buttons on the right side of the screen that are very important to you the BHPH Dealer 1 The Credit Report Your customer has already filled out a credit app and you have it in front of you with all of their Stips Click on the CREDIT REPORT butto
85. r account numbers passwords below 5 Display I Require CREDCO Account Number T pt CREDCO Password est S When print the See Dataflite Login ID 1 Add name Dataflite Password In February Return to System Options Window Settings will not be saved until you click Save on the System Options window YOUR COMPANY NAME HERE Monday July 26 2010 11 39AM 9 gt Veron Yahoo Window WZ From here you can click the first Grey box with the Blue writing and it will open up a window on the internet and take you to the information and cost that you need The next box you are to address is the POWER OF ATTORNEY again most Dealers will put their personal name is this box or the name of their employee that does their title work This allows you to print a state POA to Transfer in your deal packet which will allow you to sign for a customer If you DO NOT have the title in at the time of sale or to sign the customer s name to the 130U Title App for the customer www tomhamptonagency com 713 481 6712 Now look at the top of the page and go to TAB 3 TAXES Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing y OY E Wes AY PY VAs QI FH AAAF A PA A E CELA amp E CLA 8 E 624 0 Maximum T ax Tax Rate Per Sale 1 6 2500 0 00
86. reen 20 The next place to go is to the Purchase Information box 27 Now on to TAB 2 Floor Planning ttes 29 NOW nto 3 SALES S 30 The only time I have seen this tab used is if the unit was purchased Private Party and the dealer would like a quick reference as to what Individual he purchased the unit seen 31 Now on to Tab 5 saa stes assa arr saga 31 Super simple click on Add Photo button and go to where you have the photos on your computer 31 Nowonto TAB 6 NOTES 32 PUT IDE FINANCING eer 34 BUY HERE PAY HERG 40 1 www tomhamptonagency com 713 481 6712 For the BHPH customer the process is basically the SaMe c ccceccccseesccssececeeecseeueceeeuseeeeceeeuceeeueceseueeeeeeeeeeensss 40 What if you MADE A MISTAKE in the customer information lien holder information NO SWEAT 48 IM NRT 51 51 59 2 www tomhamptonagency com 713 481 6712 CHAPTER 1 Installing Frazer Software Insert the disk from Fr
87. res and you want them to become familiar with the basics of Frazer Sit them down at a computer with speakers or headset and have them go to Help 2 Video Tutorials 1 x Help Backup Updates rintin nday August 2 2010 1 15PM PZ 115 Monday August 2 2010 1 18PM LEACUIZIOL LUNES YOUR COMPANY NAME HERE start 2 2 3 gt E Frazer Wi FRAZER START Microso You can watch short Videos on How To Enter a Sale Log in a Vehicle Take a Payment BHPH We have covered most of the basics that you need to know to get started in Frazer and work your way around 57 www tomhamptonagency com 713 481 6712 Coming Soon Uploading vehicle pictures Backing up your Frazer Backing up your photos How to do a Repo Working with Frazer and QuickBooks Keeping Frazer up to date Other resources we have for you www tomhamptonagency com Autosave Warranty ION GPS Web Pages Detail Products Business Cards amp Post Cards GAP for BHPH Portfolio Services Consulting Services www tomhamptonagency com 713 481 6712 58 Index APR 4 BHPH 38 BUY HERE PAY HERE 38 BUYERS GUIDE 7 DEFAULT GOVERNMENT FEES 5 Floor Planning 27 FORMS PRINTING 36 inventory 12 18 26 28 30 36 Late Fees 16 LATE FEES 15 MADE A MISTAKE 47 NOTES 30 OUTSIDE FINANCING 32 payments 52 PHOTOS 29 REFERRAL FEE PAID 10 SELECT OR CHANGE PRINTER 14 Tab 2 Sal
88. rms Printing Enter Sales MISES By Stock it By Model By VIN By Last Six Digits of VIN Tag Display Only Inventory Vehicles Display Only Sold Vehicles Vehicle Uploads Display All Vehicles RET ee ADH 3C8FY4BB 311693416 256 i 44 2 gt gt gt rij Added Costs _ Add Vehicle DE Delete Qk Ext Note column L is vehicle code LI is Selected for Upload YOUR COMPANY NAME HERE Monday July 26 2010 2 23PM 3 8 gt 9 FRAZER START Microso Frazer 144 unread Yahoo Mai 7 195 2 23PM Click on the Grey button at the bottom with Blue writing ADD VEHICLE which will bring up the next screen with multiple tabs across the top see next page 20 www tomhamptonagency com 713 481 6712 ES 18 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing Adding Vehicle New y 9 E eme WA Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide l 2t Information Vehicle Costs Stock it Mileage Purchase Date 7726700 25 b Location Mileage is Actual gt Original Cost 0 00 New Used
89. s Sales Customers Accounting Reports Miscellaneous Hcip Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing 13 Adding Vehicle New 2 la xl A 7 176 7 General Floor Planning Sales Previous Owner Photos Notes Print A iv Check if Floor Planned Select or Add Floor Plan Amount Floor Planned 7 500 00 5955 Companv x raze earch by Name AS NITE TN 00 DEALERS FINANCE MR ROBERT ANDREWS k MAFS MANHEIM 30 DAY 6 00 60 00 Active Fr rse izer Fr Change Delete Exit Add Floor Plan Company raze 123456 7 09 DODGE CHARGER SXT RWD OUR COMPANY P HERE Morc jay 2010 3 28PM 3 gt rRazer START Microso Frazer 7 144 328PM www tomhamptonagency com 713 481 6712 29 Now on to Tab 3 SALES Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Yehicle Enter Sales Customer Activity Forms Printing Adding Vehicle New E alo xi General Floor Planning Sales Previous Owner Photos Notes _ Print Retail Price 0 00 Internet Price Print Vehicle Window Information Price Sheet Wholesale Price 0 00 Other Price Cost Print Price on Window Sheet Down Payment 0 00 Print Down Payment on Window Sheet Print Features on Window Sheet Print
90. tos Notes Print Print Buyers Guide ZY L L Vehicle Information Vehicle Costs Stock 123456 7 Mileage Purchase Date 7726 10 8 Location Code Mileage is Actual 7 Original Cost 7 500 00 Mm New Used Used Buyer s Fee 225 00 4 40m P d L VIN 2B3KA33V89H638246 Lot Fee 250 00 664 Year 09 Transmission AUTO Engine 35L _ Added Costs 252 98 E Make DODGE _ Cylinders Floor Plan Cost 0 00 Modet CHARGER 07 Drivetrain AWD r zu Total Costs 8 227 98 We SXTRWD How did you pay for the vehicle Past E DR _ Fuel as z 7 725 00 Primary Color Vehicle Sedan z 1000 Cash In Bank 1010 Cash In House Secondary Colo _ Title In Duplicate Keys 2000 Accounts Payable Em Tag weiht C 2005 A P Credit Card PT d Decal tt Expiration Date Fal d f E County Condition 3 teer Inspection Inspected P Purchase Information Title Application Ignition key code Vehicle Source Comp any 2 Ww um BWA State Title In Door key code HE ds J UY Title Valet key code wer Eee sabia Notes tn d Draft A Inspection Draft Check xz Prin UN of Wy GPS Serial Date Draft Paid 4 FA 4 x E CEKA Jf OK X Cancel s 123455 7 09 DODGE CHARGER SXT RWD lt lt 3 e d Y J e YOUR COMPANY NAME H
91. urs 0 00 How did you pay for this cost Lr 7 1010 Cash In House play 2000 Accounts Payable yt DS 2005 A P Credit Card 779 Accounts can be added and removed in Miscellaneous System Options Tab 8 2 CAs C 123456 7 09 DODGE CHARGER SXT RWD X cones EA J lt 7 f A y HR l EA A mm WA ji HAs R J w me REA YOUR COMPANY HERE Monday July 26 2010 3 04PM start 2 8 gt M FRAZER START Microso E Frazer You will notice that this was paid with a check and that both the check number and the vendor invoice number were entered on the same line as the DESCRIPTION This makes for easy reference when you have to look up a repair Click on the Save button 25 www tomhamptonagency com 713 481 6712 U3 Frazer sa ___ 1 x Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing NC General Floor Planning Sales Previous Owner Photos Notes Print Print Buyers Guide Vehicle Information SaaS ee ce wry 123456 7 09 DODGE CHARGER SXT RWD Total 110 00 ZJ Add Costs Delete Exit 123456 7 09 DODGE CHARGER SXT RWD YOUR COMPANY HERE _ Monday July 26 2010 3 06PM start gt iJ FRAZER START Microso
92. zer e m Z 4 54PM 37 www tomhamptonagency com 713 481 6712 Now at this point you are going to Save As Prospect the 2 button from the right at the bottom If you click COMPLETE AS SALE the system would take the unit out of inventory and mark it as sold Go to the 4 Grey button across the top FORMS PRINTING and click the Prospect s name will be at the top of the screen that pops up LANES la xl Vehicles Sales Customers Accounting Reports Miscellaneous Help Backup Updates Enter Vehicle Enter Sales Customer Activity Forms Printing xi Printing for JOHN J PATRELLIS 123456 7 Sale not finalized or click here to change Form wp Description Code Printed f Order 1 980 Y BILL OF SALE 20 6 644 P TITLE APPLICATION 130 U 11 09 80 27 760 P RETAIL INSTALLMENT CONTRACT FZ TX RIC PA 9 09 180 30 Y ODOMETER STATEMENT 200 32 Y 240 33 Y INSURANCE AGREEMENT 260 17 793 Y RIGHT OF REPOSSESSION 280 42 Y PRIVACY NOTICE GRAMM LEACH BLILEY ACT 320 54 BUYERS GUIDE 340 4 221 Y ARBITRATION AGREEMENT 7 10 460 19 741 P AFFIDAVIT FOR REPOSSESSED VEHICLE 264 4 2005 640 22 478 P SALES AND USE TAX EXEMPTION BACK 01 339 Back 9 0776 660 25 046 P SALES TAX EXEMPTION CERTIFICATE 14 312 9 0872 720 25 052 P POA TO TRANSFER MOTOR VEHICLE 271 10 08 740 25 334 P COUNTY OF TITL

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