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Jeal Computer Services Pty Ltd

1. c00000008 32 Floorplan Vehicles Only available to users with Easy Cars 2000 ccccccccceeeeccceeeeeeeeees 33 HOW TO DUC a caron FOOI Aore E r a SE NE AT OA 33 How to make a curtailment payment for a car on Floorplan Only available to users with EQSY COPS 2000 iicsscccicenacsh ceatacevsasearetlaccaiautestarendaccadsuinenauacahestaniasaeiatseeabean Se OEE EEOSE 34 Adjustments to Floorplan vehicles Only available to users with Easy Cars 2000 35 Searc hine sisserseareer oi eE E 36 Searching for Individ al Vehicles stim ciewssat eosesencewacyas aar a a Doa 36 Searching tor Multiple Vehicles sscan a a a T 37 CHAPTER 5 SELLING VEHICLES orsnrisninieat suonut nnana 40 To a Private Customer or to another Dealer sennsseenssseesseeesseeesssersseresssersssresserrsseresseersseeros 40 Sending Forms to Dealers via Fax sursin ee e E na a EEEE EES PERENE 47 Ent rine Monies Received sisi discs sade aava a a E E A A A A AATA 48 Cancelling Sales and PUICNASES scccigleccses coscectaccaessaccuealec netunceieesacacdcdeseasauceusscssedtadondesvecauaessesuaceseucs 48 Determining the Action REGUIFEG A T aes 49 AACS MIN ie Sl E aA cate saat chieanaee tae aati oeatdisen a E E A 52 Canceling a PURE ASCs lt s256s5 2 cess sees cn gs tha a Gel a dataictatats a Dena a Rs acta a aad 53 Adjusting a Sale Purchase AMOUN ccceeseesceesccccccccsscceeesseeessssseecececccsssssseesueeuesseseeeeseceeess 53 CHA
2. Reprinting Invoices for a Sold Vehicle Step 1 Search for the vehicle See Chapter 4 Searching for more information on this Step 2 Select the Debtor Receipts tab select Add Step 3 Enter the details of the additional money received and select Save when complete In the example below the receipt that has already been entered was done so at time of the sale Add Receipt Date 07 09 2009 H Type Amount inc GST 2 000 00 Cheque Reference No DD100245 Include on Invoice Date Banked 07 09 2003 cE 48 Tax Status on Acquisition Tax Invoice Provided Not Sold Tax Invoice Provided Sold Non Registered Not Sold Non Registered Sold Cancelling Sales and Purchases Determining the Action Required USING EASYCARS 2000 Before determining which action you need to take have a look at the table below as a guide Changing Changing Consideration Date Acquired Given Ka EA Return Return Adjust Cancel Purchase Purchase Cancel Cancel Sale Edit Stock Screen 2 2 Cancel Cancel Adjust Cancel Sale Purchase Return Cancel Purchase Cancel Cancel Sale No Sale Edit Stock Screen Edit Stock Edit Screen Stock Screen Adjust Cancel S Purchase ale Edit Stock Screen Edit Stock Screen Cancel Sale Returning to Owner Tax Status EA EA Return Return Cancel Cancel Purchase Purchase Cancel Sale Changing Changing Changing
3. 07 Sep 2003 2 3 000 00 10 00 272 73 2 GST on sale No 07 Sep 2003 2 3 000 00 10 00 272 73 3 Cancelation of sale No 07 Sep 09 07 Sep 2003 2 3 000 00 10 00 272 73 4 GST on sale No 07 Sep 2009 J T 579 73 BC ala j ea j 07 Sep 2009 07 Sep 2003 07 Sep 2003 2 0 272 73 5 Cancelation of sale No 07 Sep 2003 1 0 00 10 00 0 00 5 GST on sale No 07 Sep 2009 1 0 00 10 00 0 00 7 Cancelation of sale No 07 Sep 09 The Browse GST Transactions screen is displayed e Using the Browse transactions option allows you to view all GST records for stock and individually select them Hint To change the order in which the vehicles are sorted click on the heading of the column in which you want the vehicles sorted This will automatically re sort the vehicles Expenses Orders Warranty Expenses Report Step 1 From the Reports menu select Expenses Orders Warranty Expenses The Print Expenses Orders Warranty Expenses Report screen is displayed e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report e To print sub totals for Contractors set the Print Sequence to Contractors Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Warranty Profit Step 1 From the Reports menu select Warranty Profit
4. 7 Options Clients l Glasses Web pages Internet Other General Display Stock Entry Selling When adding new items to lookup lists from Stock screen use Display the Stock window automatically each time you start the EasyCars program Automatic daily safety backup Automatic weekly safety backup Automatic monthly safety backup Show print dialog before printing reports Number of Locks per File 20000 ALL UPPER CASE Proper Case First Letter Of Each Word Is Upper Case None LEaVe iT exActly AS i tyPe iT G OK Cancel Apply If you would like to Display the Stock screen each time you start EasyCars check the box We suggest that all Backup options be selected These backup options do not replace external backups made to a USB or zip disk External backups to USB or zip disk are critical and MUST be carried out routinely If you wish to check the printer to be used or amend the pages to be printed select the Show Print Dialog box When adding to Lookup Lists we suggest that the lookup lists always use UPPERCASE Step 2 Select the Display tab If you would like to be warned if you are entering Duplicate Registration Numbers check the box If you would like to be warned if you have entered a vehicle that was not acquired with a Tax Invoice check the box This warning will be displayed each time you edit a vehicle without a tax invoice Click on the defaul
5. From the File menu select New EasyCars 2000 v4 02 155 Data Entry Notices Forms Reports JCSEVN Setup Update View Wi New Ctrl N Open Ctrl O Dai A box asking what you want to do will appear Select Start using EasyCars e Click Continue USING EASYCARS 2000 What do you want to do C View Demonstration Data for Used Vehicles only View Demonstration Data for New and Used Vehicles with Multiple Yards C View Demonstration Data for Lite version The Save new data file as window will be displayed Step 3 In the File name field type a name for the new database that you wish to create for example Jeal Stock This is the name of your database and should be remembered as this is the file that should be backed up a CESET Ie le Computer gt OS C Program Files EasyCars 5 Searc P Name Date modified Type Size BB Doci d Demo Pictures d DemoData Docs DW HB Desktop k 3 Templates DemoDat is Recent Places Anan Glasses newSS i Computer E Pictures fe Music Recently Changed p searches Publi Folders a File name X Save as type EasyCars Access Data Files mdb z a Hide Folders Cancel Step 4 Click Save e A dialog box will tell you that your new database has been created Import Step 5 Click Ok Do you want to import information from an existing set of EasyCars data e Thelmport
6. status Any vehicle left in this status will not have the credit for the purchase included in any BAS report until the status is changed to either Tax Invoice Provided or Non Registered To locate these vehicles you can execute the following query on the stock screen 2J Query n pm ex Type in the value or expression to use when looking for matching records Fields Operators Value or Expression Trug Stock Drivers Licence Acq 1 Stock Licence Expiry Date Acq 1 Stock GST R Acq Stock Awaiting Tax Invoice Stock Tax Invoice Received Date Stock Tax Invoice Received Number Stock No T ax Invoice Stock First Name Acq 2 z Select where Stock Awaiting Tas Invoice True i Cash Basis Report GST Business Activity Statement Step 1 From the Reports menu select GST then Business Activity Statement GST report Cash Basis This report is for use if you are reporting on a cash basis If you are unsure of the accounting method you should be using please check with your accountant The Print BAS GST Report Cash Basis screen is displayed e By entering the usual reporting period and after successfully printing the entire report BAS period dates will be automatically carried over e The Cash Basis report reflects payments and receipts as shown in the stock screen at the time of printing Once the report has been printed for a period and your BAS has been finalised yo
7. Step 6 If the results found more than one match to your query use the lt gt either side of the Find button to move through these Using the Query Button Step 1 Click on the Query button or press lt Alt gt lt U gt The Query screen will be displayed Step 2 In the Fields column select the field that contains the information you are looking for Click the Add button to use this selection expression as part of the query Fields Operators Value or Expression i i Stock Rego Check Digit HOLDEN Step 3 Select the type of comparison you would like to stock Retain Expry use in the Operators column Stock Registration State Stock NVIC The available operators are Stock Model Stock Model Variant Stock Model Series 7 equal to Select where lt gt does not equal gt great than or equal to Order by Select Order lt less than or equal to lt None gt Stock Category Stock ard Code gt greater than Stack Nesler inanca Query name lt less than empty empty Get Quer Run Que Cancel Like similar to Step 4 In the Value or Expression column type in the criteria or value you are looking for e g HOLDEN Select where Stock Make HOLDEN Step 5 Click on the Add button The query you have created will appear in the Select where section Hint If you require more than one condition to be met for exam
8. 71 USING EASYCARS 2000 Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph to view this e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Floorplan Creditors Repayments Report Step 1 Click on the Reports menu select Floorplan Creditors repayments The Print Floorplan Creditors Repayments screen is displayed e This report will show payments made by you to Creditors and Floorplan companies e In order to subtotal the amounts the Print Sequence should be Last Name Company Acq 1 Step 2 Click the Preview button to view document before printing Step 3 Click the Print button to print the report Matched Debtors Creditors Report Step 1 From the Reports menu select the Matched Debtors Creditors report The Print Matched Debtors Creditors Report is displayed e This report will show the balance due as at any date for all vehicles purchased and sold subtotalling purchase buyers Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Accrual Basis Report GST Business Activity Statement Step 1
9. KasyCars 2000 ser Manua Jeal Computer Services Pty Ltd P O BOX 1013 ST MARYS NSW 1790 AUSTRALIA Reg office Unit 5 190 Queen St St Marys N S W 2760 Australia Mobile 0412281158 Fax 02 9673 4063 Last revised 10 04 2013 PH 02 9623 6403 Table of Contents CHAPTER T INTRODUCTION sisceciesciceicavecavscavacevicevensvacececsecetsececesucevuceencs 5 Welcome to EasyCars 2000 sosscccccsecccccczuccessssseuscsccusscausuwaconsdeuxssaeeuactoucecesscossvausncdeensssooewcbentacesseonses 5 Legal REGUIFEINEINES sonera E E AAIE EASAN I EAA EE 5 Hardware Requirements siccin nai acct a A eaa E E a Sa aa 6 CONVENTIONS used in this IVAN al ccciss coscveacesscdencesescesecesccerscvencarscussisnervetecaacr EAEE aaas 6 CHAPTER 2 INSTALLATION nnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn T Where COW Start sesesssecatcinseds bolesccessissedes E E E E 7 installing EasyCars 2000 siveccsic coves svcadcousiecesesvaccesecsvadescsuseecisussaccueseasesteusvadseessteecdssevacdseseveeeduasseceeessts 7 D mopstration DACA os cecveenseseteescascceceteass len ATE A A 8 Moving around EasyCars 2000 esseeecsscccsececsecccssceccccecoccecsseeccececsececsececsececsececsseecsececseeecsscecsseesse 8 EXITING TOME ASY GalS 2 000 sssini eE EEE e E ETE EEEE a 9 CHAPTER 3 GETTING STAR ED nsssnannnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 10 E EPEA ETE TE EI EE A S A E A E ET TES EE E E AEE TAA E EI N EE EA 10 Creating a
10. Sale Price Date Sold Edit Stock Screen Cancel Sale Adjust Sale Cancel Sale Cancel Sale Remove Return Disposal ga Return Cancel CI Purchase Cancel Sale Cancel Purchase No Sale Edit Stock Screen EA Return Cancel Purchase Adjust Sale Cancel Sale Cancel Sale Remove ga Disposal Feturn Cancel Purchase USING EASYCARS 2000 rs ee Ed S e 50 USING EASYCARS 2000 Changing Changing Changing Changing Changing Returning to Owner Tax Status Consideration Date Acquired Tax Status Sale Price Date Sold on Given Acquisition Return Awaiting Edit Stock Edit Stock Screen Edit Stock Tax Invoice Screen Screen Cancel Not Sold Purchase Edit Stock Edit Stock Screen Edit Stock Cancel Cancel Cancel Screen Screen Adjust Sale Cancel Cancel Sale one Purchase Awaiting Tax Invoice Remove Return Sold Disposal Date Gancai Onl Ci Purchase Sell oTe Edit Stock Edit Stock Screen Edit Stock Return cee Teasers ease we wa etal Screen Screen Cancel Not Sold Purchase Edit Stock Edit Stock Screen Edit Stock Cancel Cancel Cancel No ITC Screen Screen Adjust Sale Cancel Sale Cancel Sale Sold Remove Disposal Date Return Onl ny Cancel C Purchase Sell i Remember to adjust the GST rate to 10 when prompted and to re enter costing information a This will only produce an adjustment note which you will have to give to the customer along wit
11. 58 USING EASYCARS 2000 6 The dealer website will need to be updated by the JCS Web Design Team to reflect the new Car History options 7 If a customer clicks on either the Click here line under the photo of the car or the Car History Report tab or the Free Report tick box to the right they will be presented with a box asking for their name e mail address and phone number P gt oe scj Jee ree wwe De 860i i 6 D her p pP Cc x Home JCSP gt Downioads 1998 Bmw et Jesl Compute File Edit View Favorites Tools Help Google X s Search More gt gt Signin Looking for your dream car J Name field requires a minimum of three alpha characters E mail address needs to be a valid e mail address as that is where the Car History report will be sent to Telephone Number needs to be eight or ten digits When completed they click Submit They then receive an e mail with a PDF attachment of the Car History report 8 The dealer also receives a copy of that e mail showing the clients contact details 59 USING EASYCARS 2000 Chapter Chapter 7 Printing Notices and Forms This section explains the different notices forms and reports that can be printed out by your EasyCars 2000 program They have been arranged into two categories Notices Forms and Reports r Printing Forms Refresh Step 1 Search for the vehicle you
12. B Purchase Orders T on Existing POs Options Notes Purchase cae Hale PO Number Heanligcter __Jadies3 yd 200A 1 Tyres oes down Road se Revd Paid date Reference Chq No Editi Mark all items as Mark all items as ana S aai received received and paid Order Items Type Stock Noj Received Date Paid Amount inc GST Tax Inv GST Amount Amount ex GST OO NEEE vr A S E E 14 55 145 45 F Show only open POs I Print Payment Advice when paying a PO Step 2 Make the necessary changes to the purchase order By selecting this field you can choose to view only PO s that are not marked as Paid If a PO is marked as either Received or Paid then you cannot edit it If the PO is not marked as Received the Amount for the line items may be edited by clicking the Edit button and making the relevant changes OR Select Mark all items received if all entries on the purchase order have been received If they have been paid enter the date they were paid or select lt F2 gt to enter today s date OR Select Mark all items received and paid if all entries on the purchase order have been received and paid The date entered in the Payment Date field will be today s date If date is not correct it can be changed at this time To print details of the Payment created use the Print Payment Advice button Things to Note WHEN YOU EXIT FROM THIS SCREEN any order items which are
13. From the Data Entry menu select Lookup Lists then the list you wish to add edit or delete information 12 USING EASYCARS 2000 Add edit or delete information as required Setting your defaults The option Setup menu is used to set your defaults for EasyCars It is found on the toolbar at the top of the screen JCSEVN Setup Update View Window Help id Options at New GST m Registration iy Retrieve Registration Information from Jeal Change Data Entry Dates s for Direc Link to EasyCash Professional REVS rest View Link History TraderNel eb site Users Dealer Web jer chase Orders This menu is used to e Set default Options e Set the GST Rate e Complete the Registration of the program if manually entering and add your Company Logo e Retrieve Registration over the Internet e Change the Default Data Entry Dates e View the Link and Link History is using EasyCash Professional in conjunction with EasyCars e Create Users and Passwords Options Step 1 From the Setup menu select Options JCSEVN Setup Update View Window Help fl Options nt New GST M Registration iy Retrieve Registration Information from Jeal Change Data Entry Dates s for Direc Link to EasyCash Professional REVS rest View Link History TraderNel eb site Users Dealer Web Jer chase Orders The Options screen will be displayed with the General tab available for entry USING EASYCARS 2000
14. j aren j Vehicle Options PO button The New Order Screen will be displayed r t Print Purchase Orders Update Preview New order Options Notes PO date MACAE Supplier Received J Invoice Contractor v Reference Address City v Authorised by v RegoNo Stock No Description Estimate inc GST Tax Inv BAS GS z ro ol Step 2 Enter the details for the Purchase Order e Enter the PO Date for this order lt Tab gt e Enter the Supplier Invoice lt Tab gt e Enter the Contractors details for this PO or choose from the list provided lt Tab gt e The New Purchase Order may be marked as Received if you have in fact received the goods or you are sure of the quantities and prices if you are running EasyCash Professional marking a Purchase Order as received will also post this purchase order to the General Ledger and create a Creditor e f necessary the Purchase Order may be marked as Paid at this time This also creates the payment in EasyCash Professional lt TAB gt e Inthe Authorised By field enter in the code for the person approving the Purchase Order These codes are drawn from your Salesman s list New identities can be entered at this time lt Tab gt e If the costing information is to be attached to a vehicle enter that Stock No here or you can enter in the Rego No Note A purchase order can be created and printed even though it is not
15. 0 00 0 0 00 0 00 0 00 0 0 00 Transfer 07 09 2009 A 3 0 0 __ 3 000 00 0 00 0 00 Credit Note for cance 0 0 00 0 00 0 00 0 0 00 os 07 09 2009 C 4 2 0 3 000 00 0 00 0 00 0 0 00 0 00 0 00 0 0 00 Disposal Reprint Step 3 Click on the Reprint button The Reprint Invoice Print Credit Note screen will be displayed Reprint Invoice Print Credit Note Preview Print Options Invoice text Contract text Reprint Invoice You can change any of the options required here for printing the Invoice Step 4 Click on the Print button __Stock Rego Make Model Colour a E T SEIEEOT Fy e After confirming that the correct printer is being selected click on Ok 6 The Invoice should now be available at the printer and should be checked m Options 7 If they printed correctly answer Yes to the box that Print heading iV Number of copies is now being displayed on the screen Standard text g Top margin inches Custom text amp Aa e If they did not print correctly answer No You will Left margin inches r 7 E now be returned to the Invoices screen If the amount is PERN AA GENESI incorrect you will have to Cancel the sale and make the Print borders v Right margin inches relevant changes and proceed from there RTA Disposal Forms For Multiple Vehicles Step 1 To automatically have all current vehicles selected vehicles needing the transfer notice prin
16. 2000 NEVER EXIT FROM EASYCARS BY SWITCHING OFF OR RESETTING THE COMPUTER Leave the program by selecting File then Exit on the main menu 6 Piip Whoitisie Orerarce eer iste y etcec Ferrmes epon CMV Sete Upcete Yew t gt or New 0 Pom PO Dete rnnga What do you want to do today ater ov Welw INNO ODODO File gt Exit sond wate eas Aradra Pau T The Orange X ee mapa we lt Alt FA gt Conse or change roty Bester wot iusan Titiaes o lt Modet ot vee Ph Baty pype Fi Colours tor vehis anc tan USING EASYCARS 2000 Chapter 3 Getting Started Chapter When EasyCars 2000 has been installed on your Hard Drive it is time to get it ready for use The following are a few steps that show you how to set up EasyCars for your individual use EasyCars installation will create a desktop icon or a quick start icon use either to start the application When you run EasyCars for the first time it will display these windows screens Answer Yes want to use Glasses if you have support As a reminder JCS Support Staff should do this for you to ensure everything is setup correctly Creating a New Database Step 1 From the File menu select Close EasyCars 2000 v4 02 155 The Professional Car Dealer Client C cd File Data Entry Notices Forms Reports JCSEVN Setup Close Ctrl C Import gt Export r REVS check Direct Sales Update Drive Grey Imports Step 2
17. 47 TST TOL S21 w Bo as 63 8 G6 a 6 S w a a a S a e Eis Stocktake by days in stock as at Tuesday 8 September 2009 USING EASYCARS 2000 Not all print sequences allow data to be shown in a graphical format Change the print sequence until the Graph button can be selected The standard graph is a bar chart but you can easily change this display To do this once you have the graph displayed select the View menu option and choose the style that best suits you Exporting Report Data Once you have made your report selections you must preview the report by selecting the Preview button on the toolbar Once the report is on the screen select the drop down menu File and choose the Export Option that best suits your requirements Stocktake Report Step 1 From the Reports menu select Stocktake The Print Stocktake Report screen is displayed e There are two pages for this report selection They should both be checked before printing to determine what will show on the report e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequen
18. Car History report is requested the dealer will see the following message Uploading Car History Report to Web Do you want to make the Vehicle History report for this Vehicle available on your website to capture leads This setting can be changed on the vehicle details screen at a later time Upload Vehicle History report next time I upload vehicle details to my website SS You have selected to upload the Vehicle History report to your website Please note this feature is only available if you have a JCS compliant website and with Search Engine Optimisation enabled If you are unsure regarding the status of your website please contact JCS to confirm your website status i d Click OK and PDF version of Car History report au is opened If the option box is ticked the above messages will not appear 4 The dealer may go back through previous stock and edit the Include Vehicle History Report if available when sending this vehicle to your website option for any vehicle that he has a Car History report stored 5 When the dealer first does an advertising feed for the website after making these changes the Car History PDF files will be uploaded and the details will appear in the feed file similar to sending new photos In subsequent feeds only PDF files that have been changed since the last feed will be uploaded NOTE Only full Car History Reports will be uploaded not PPSR certificates
19. Demonstration Copy Only No Client Code File DataEntry Notices Forms Reports JCSEVN Setup Update View Window Help a amp Cid Reports New EasyCash Stock Navigator What do you want to do today E ERIE aor wew information E Enter Stock details E Send sales and or receive purchases for Direc E Check vehicles with REVS or enter REVS rest FA Send wehicle details ta Tracing Post Trader el Options GST Registration Retrieve Registration Information from Jeal Change Data Entry Dates Link to EasyCash Professional View Link History i EasyCars User Registration Yard 1 of 1 Yard Code T Addes S O o a a a The Name and address details once entered Biling Address OOOO CdS SY here will be used to print on your forms and invoices wwe Cx They MUST match your Dealers License details Telephone Foxy ooo LOO F Loo i istrati ese an an e Once you have installed a registration Dealer Licence Defaut state tI Notices etey number you can start entering your own set of data Organisation Code Premises No C Send inter trade sales details direct to participating dealers Direct Dealer to Dealer sales updates are available free to registered users with current pre paid support O New cars Module The EasyCars User Registration screen will be displayed Note Some functions of this program are not available unless you have obtained a Pre Paid Support R
20. Finance should be selected for Invoice Type and Current Form and RTA Copy should be selected for Notices e If Credit Regulated is ticked the Invoice will display Invoice to Purchaser and Financed By Finance Company e If Credit Regulated is not ticked the Invoice will display Invoice to Finance Company and Delivery To Purchaser e The Finance Company Name and Address details will also have to be entered Sell Vehicle s DL 12345 pap Buyer Vehicle s Trade in 1 Trade in 2 Invoice Notice Invoice text Contract text Notice errors Invoice Type Invoice Contract 6 Finance C Credit Regulated Intertrade Notices Current Form No form O RTA copy where applicable C Email customer copies via Internet Addess If you are selling the Vehicle to another Dealer OO e Intertrade should be selected for the Invoice Type and either Form 7A for multiple transfers or 7 for a single transfer should be selected for Notices If you are unable to make these selections go back and check that you have entered W Wholesale for how sold and that you have selected a motor dealer in the Buyer s tab Sell Vehicle s DL 12345 a Setup Update Preview caaea Buyer Vehicle s Trade in 1 Tradein2 Invoice Notice Invoice text Contract text Notice errors Invoice Type Invoice Contract Finance C Credit Regulated Intertrade Notices ON O AI C Fax cust
21. Floorplan Report screen is displayed e In order to subtotal the Floorplan amounts the Print Sequence should be Finance Company or Last Name Company Acq 1 e ifthe amounts on this report are incorrect you will have to return to the Creditor Payments tab to make the relevant changes see Chapter 4 for further details on how to do this Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Creditors Outstanding Report Step 1 From the Reports menu select Creditors Outstanding The Print Creditors Report screen is displayed e This report lists everyone you owe money to for the purchase of vehicles e fthe amounts on this report are incorrect you will have to return to the Creditor payments tab to make the relevant changes See Chapter 4 for further details on how to do this e In order to subtotal the amounts the Print Sequence should be Last Name Company Acq 1 Step 2 Click the Preview button to view the document before printing
22. Forms Reports JCSEVN Setup Update View Window Help EasyCash Advertising Add vehicle Edit OrderBy Search lt Find gt Query Browse The default order in which vehicles are displayed either in the Stock screen or the Browse stock screen is set to Stock Number This can be changed at any time To confirm which order you have set check the very top line in the EasyCars screen To change the order click on the OrderBy button or press lt Alt gt lt Y gt and select the order in which you would like your stock to be displayed This order will remain active until you change it Using the Next or Previous buttons Using these buttons allows you to sequentially browse through the vehicles contained in your EasyCars 2000 database Simply click on the Next button or press lt Alt gt lt N gt to move forward and the Previous button or press lt Alt gt lt P gt to move backwards through the database The next or previous vehicles will be displayed according to the current order Using the Browse button This option allows you to view all vehicles in EasyCars and select the vehicle you wish to appear on the main stock screen 36 USING EASYCARS 2000 Browse Stock By Stock Number Vehicle Count 2 AGESHY MITSUBISHI TRITON S E E PEUGEOT 25 SI Step 1 Click on the Browse button or press lt Alt gt lt B gt and the Browse Stock screen will be displayed with all the stock in your Easy
23. From the Reports menu select GST then select Business Activity Statement GST Report Accruals Non Cash Basis This report is for use if you are reporting on an accruals non cash basis If you are unsure of the accounting method you should be using please check with your accountant The Print BAS GST Report Accruals screen is displayed e By entering the usual reporting period and after successfully printing the entire report BAS period dates will be automatically carried over and closed off Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report IMPORTANT NOTE If the final report has been printed and is correct click Yes All GST transactions will be rE marked and recorded in that accounting period If any of those transactions are altered the entire report must be reprinted Did the report print correctly NOTE All accounting periods must be finalised to prevent transactions being recorded in next accounting periods IMPORTANT NOTES 72 USING EASYCARS 2000 e EasyCars does NOT produce a complete Business Activity Statement GST report You will also need to take into account other supplies e g Commissions received on the sale of finance and other acquisitions e g Expenses such as electricity and rent e If your BAS report does not look right it may be because you still have vehicles in Awaiting Tax Invoice
24. GENERAL INFORMATION AND HINTS cscnenesnnneeeennneenennnnes 88 Backine Ut YOUr Dalaso nesses adesanamantasasaciesaaannoseatniat Caselaw O AAG 88 Telephone Support and Program Maintenance cccccccccescccesecceeececeececescecenecceeceeeceeeeceeenes 89 The elephoOne SUPPO NUMDE S uniana donc ivssudd aucocwewocessadoevativdca tt aver Weeoestaai Sele wees 90 Telephone Support via INTENT s nsici bs coaccsdcnnadehatecasatench soul bataasesdeemadabsuenasavenshoued barwoissenenatalsauasaek 91 Jsme ReEmMmOteAdMI Maana a Bacco vadetianningedaads oa desenninsll e e eie 91 USING EASYCARS 2000 Chapter Chapter 1 Introduction Welcome to EasyCars 2000 EasyCars was designed specifically to reduce the time consumed by a dealer handling paperwork including most government forms as well as acquisitions disposals Car History and Advertising etc It also provides a comprehensive record of all incoming and outgoing vehicles The police book records are automatically updated as each vehicle is purchased or sold The entire paperwork routine necessary when a vehicle is sold by retail sale or wholesaled from one yard to another is automated In the case of routine wholesale purchases and or sales a dealer information bank created by you removes the need to key in each dealer s details all necessary information is automatically entered thereby releasing you from repetitive typing A complete set of information relating to any dealer of
25. New Database wirasscicecesecuccsiecssccessccescacucalecs SEIAS EENAA AOE S a 10 Importing Lookup Lists onors r a a E 11 Adding TO LOOKUP Eist iana a N O A 12 Setting your defaults icvecizssscccececcuvedscasiwcecaveveceseseiccssacevdestaxeSeaceceucesadunevacedessavssvassceuseeseveneteasiaustans 13 GSFren a a a uae as eee 15 Regitra NON renhon OA OE roO E EOR 15 Users SECU IY aneneen een E a E A E E A 18 Upgrading from the Intern t ssssssssssssssessosissssscsssressecsrosssssssssdesiysss onsesosses teosssisuseidod sossstsdsvesssnse 19 CHAPTER 4 USING EASYCARS 2000 nanannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 21 Eoterimne MIOrmatio Mesaerien ar AE A TEO 21 Adde VENICE S sina A O AEE EA EAE 21 Editing of Adding Additional Data vac cweisacivestiavsa dics adaatensiaclvatialptancuadianiindannciaateaiialenWacianoas 26 Adding Pictures 10 V ENICIES cx teruicscacsiunltentoundisitas idantoselcnauniniiantosntiaia nbianken ENS 28 Adding Photos to your CALS sasesana rnaar aOR AE EAT ASKA ON 28 Adding made in Sierre ra e r e i e a E e a Ea 29 Creating Purchase Orders PO Only available to users with Easy Cars 2000 0066 29 Paying Purchase Orders Updating to an Expense ccceeseessseeeecccccccscceeeeeeesssssseesecceesseeeeeeuas 30 Only available to users with Easy Cars 2000 ccccccccccccsseccccccesseccsccueseecsseuueeecsseueeesseeenes 30 Transferring Expense Types Only available to users with Easy Cars 2000
26. No Rego Entry No Make Model Acquired r 1 AGE5HY 1 MITSUBISHI TRITON 07 09 2009 e Click on the More button to move to the Options 2 tab and complete 2 2 PEUGEOT 205 07 09 2008 what is required there e You select all fields by clicking on the Select All button Step 3 Click the Preview button to view the document before printing Step 4 Click the Print button to print the report For a Single Vehicle bey i Step 1 Search for the vehicle See Chapter 4 Searching section E Se ieee ee Select Unsold Sold for acquisition disposal dates Report date 4 0 ee 5 08 09 2009 5 Step 2 When the correct vehicle is displayed click on the Cards button The Print Stock Cards screen is displayed and the Vehicles tab is ready for selections to be made e Select Stock Card from the box now displayed e The vehicle you were working with will now be highlighted in the list e Use the mouse to select the fields you want included in the report Any field that contains a tick or a dot will be included in the report 76 USING EASYCARS 2000 e You select all fields by clicking on the Select All button e You can clear all selections by clicking on the Clear All button e Click on the More button to move to the Options 2 tab and complete what is required there Step 3 Click the Preview button to view the document before pr
27. Since this sale is subject to GST and you are liable to remit the GST in the period the vehicle is bailed 33 USING EASYCARS 2000 e Select the tick box Claim ITC on payment of first curtailment In selecting this option your specifying if bailment input credit can be taken on first curtailment payment or whether to wait until bailment is fully paid THIS DEPENDS ON WHEN YOU GET A TAX INVOICE FROM THE FINANCE COMPANY YOU CANNOT CLAIM AN INPUT CREDIT WITHOUT A TAX INVOICE e If TCon first curtailment is not ticked entire ITC is claimed once the bailment is paid in full it is claimed for the period in which the last curtailment was made e Enter in the Finance Company details in or select the drop down arrow and select from the list provided Step 3 Select the Vehicle s tab r Print Floorplan Invoice Setup Update Preview Buyer Vehicle s Invoice text hic ie gt 4 a ae e e a RT AGBSHY MITSUBISHI TRITON UTILITY 1 500 00 Stock No Registration Make Built Colour 1 AGBSHY ve ian 7 Floorplan inc GST Withheld GST Rate GST Amount espa ex G T 0 00 j 0 00 T 0 00 10 00 0 00 NOTE The appropriate vehicle should be highlighted otherwise select the correct vehicle using the mouse or the up and down arrows to highlight the correct vehicle and press the lt Spacebar gt to select or deselect e Enter in the Floorplan amount including GST To insert Consideration Given y
28. Step 2 Select Cancel button Check the top line of the EasyCars screen to ensure you have cancelled the query 39 USING EASYCARS 2000 Chapter Chapter 5 Selling Vehicles Refresh To a Private Customer or to another Dealer ea Noti Step 1 Search for the vehicle you wish to sell See Chapter 4 Searching for more details on searching for vehicles TSA Step 2 Click on the Sell button located on the right hand side of the screen ee Disposal and the currently displayed vehicle will be selected E Sell The Sell Vehicle s screen will be displayed opened and ready for input on the first page Buyer e Sell Vehicle s DL 12345 Buyer Vehicle s Trade in 1 Trade in 2 Invoice Notice Invoice text Contract text Notice errors Date Sold dpa jzu Be How Sold Print disposal rego transfer Sold to Sold to es es lt lt S JriversLicence Trade in s if any se py Provided Awaiting Tax Inv NolTC Non registered Trust Ar o e Direct transfer of sale details Hide purchase cost L Salesman v Step 3 Complete the details on the Buyer screen e Enter the Date of the sale Today s date will automatically be defaulted into this field and should be changed if not correct lt Tab gt 40 USING EASYCARS 2000 Select the correct option for How Sold In most cases this will be either S or W If you are sel
29. Tab gt 53 Adjustment Type satssevenasseasaesvenecsossusene Adjustment USING EASYCARS 2000 Ensure the Transaction Type is Sale or Purchase depending on the figure you have to adjust lt Tab gt Transaction Type C Cancellation 5 Purchase Enter the Adjustment Date Care should be taken when entering the date here as you have to consider that you may have already completed your BAS report and received an input credit for the purchase sale of this vehicle Enter the Adjustment Amount Inc GST IMPORTANT You only enter the difference between what is currently on file and the amount it should be There are 2 examples here using an adjustment to a sale The same applies to adjusting purchases In the example above the vehicle was sold for 14 300 and it should have been 15 300 In this case enter 1 000 If the sale price should have been 14 000 enter in 300 The minus sign can entered just by selecting the either on the number pad or the key on the same row as the numbers key on the keyboard The figures will be displayed in red text and be in brackets 300 00 If the GST Rate was incorrect at time of purchase sale it can be changed now You do not have to adjust the price to change the GST rate lt Tab gt Enter the Salesman who cancelled the sale He will then be recorded in the Audit Trail This is only available with the Auction version of EasyCars lt Tab gt If you would like to Fax customer copy
30. Vehicles Only available to users with Easy Cars 2000 How to put a car on Floorplan Step 1 Search for the vehicle See Chapter 4 Searching for more information on this Step 2 When the correct vehicle is displayed click the Floorplan button on the right hand side of screen Transfer ie The Print Floorplan Invoice screen will be displayed with the Buyer screen ready for input Disposal e Enter the Floorplan Date If you are using the EasyCash Professional this date must z Sell be within your current Financial year 5 EL Print Floorplan Invoice Setup Update Preview Pint Buyer Vehicles Invoice text Floorplan Date PrE mi Reference Bailment Claim ITC on payment of first curtailment tick ONLY if you receive a full tax invoice at the time of the first curtailment Finance company v Address Fe Options Print heading Number of invoice copies Standard text Custom text Top margin inches Left margin inches Bottom margin inches Print borders Right margin finches Print invoice message e Enter the Reference if required e Select the Bailment tick box if floorplan involves bailment IMPORTANT NOTE Bailment is subject to GST EMA is not If your floorplan involves bailment you must leave the bailment box ticked When a vehicle is placed on bailment it is effectively sold to the finance company for the bailment amount
31. You may also click back on Sale and enter sa g s A ae Show print dialog for file copies Iv more vehicles to the pending sales list nd Bulk Receipts t Q Receipts from Debtors b lba s Step 1 From the Data Entry menu select Bulk Data Entry then select Enter receipts from Debtor Data entry Select an invoice for oo Or select a previous payment z receipt for re allocation Or select a First Name debtor The Receipts from Debtors screen is displayed Last Company el Select an nvoice for payment and or select Address a previous receipt for re allocation or choose a debtor City MD name from the drop down box provided Date Type Cheque No Total Amount Banked Unallocated jos 09 2009 H 0 00 aie 0 00 3 o If entering a receipt adjust receipt date if Stock Rego Sold Sell Price Discount Extras Trade Paid necessary Add the Type of payment If a cheque then enter the Cheque number e Enter the total amount The lt F2 gt key will eee sao Ate Corcet insert total debtors amount automatically Allocate 85 USING EASYCARS 2000 e If required you can enter the date that it was Banked e Tick Auto allocate then click allocate button or lt Tab gt to the button then strike the lt Enter gt key If you do not tick the option to auto allocate you will need to manually enter each amount on individual cars This may be needed when the debto
32. a After entering the buyer s details strike the lt Page Stock No Registration Acq Make Model Built Colour down gt key the cursor will move to Stock No field ki aig Sell Priceinc GST GST Rate GST Amount Sell ex GST Net to Vendor Tax Inv Creditors Trust A c 0 00 0 00 44 0 00 E Date e Select either the Stock No or the Registration number from the lists provided e Enter the Sell Price inc GST Extra Including GST GST Rate GST Amount Excluding GST e Note If this vehicle was sold to a charity or Administration Fee soo coi x sooo sooo di bl d h li fi d th A t Date Sold How Disposed Salesman Form Type Inspection Apt Report Date isabled person who qualifies under the Ac eas Eja AI s 1 a Odometer Now Section 38 510 a zero tax rate must be entered poen og Ne T O 84 USING EASYCARS 2000 in the GST rate field You will not be entitled to an input credit for the purchase of that vehicle If purchased from an unregistered person Otherwise leave it as 10 e If the vehicle was bought in on a Purchase you can enter or change Net to Vendor if needed This is the creditors amount or amount to be paid to the consignor For this amount to be transferred to creditors screen the tick box must be ticked e Current expenses will be displayed Extra expenses can be entered at this time if needed e Inthe extra s field enter an administration fee or extra charge to the buyer If the field is n
33. and you will be returned to the Stock screen The vehicle will not be marked as sold Sending Forms to Dealers via Fax Note Fax software must be installed on your computer for this option to work When completing details on the Sell screen it is important to check what is setup on the Invoice Notice screen e Ifyou tick Fax customer copies via modem the form 7 or 7a and the customer s invoice will be created electronically A File Copy of the form 7 or 7a will be printed and an invoice will also be printed if you have the number of invoice copies to be greater than one e After completing all the sale information select Print This will print your form and invoice copy if any The print box will be displayed and will display your fax software automatically 47 USING EASYCARS 2000 e Note If an invoice is required select 2 for the number of invoice copies This will send one invoice to the dealer via modem and one to your selected printer e Follow your fax software guide to continue e Once the fax has been sent successfully click Ok to print your copies If no forms are printed check the Notice Errors screen for details on why they have not been printed Entering Monies Received Once you received money for the vehicle that you have sold it should be receipted EasyCars does not produce a receipt for money that was received after time of purchase However EasyCars can reprint an Invoice showing receipts See Chapter 7
34. associated with a stock number and which have been received OR paid for or both are automatically transferred as expenses If you require the Expense to be shown as a Warranty then you will need to manually transfer the Expense to the Warranty screen GST records are created for items transferred as expenses and marked for inclusion in the BAS 31 USING EASYCARS 2000 e Ifa PO item is still an Order Type O all details pertaining to this order can still be changed e Once an item becomes an expense or warranty expense only the description can be changed If you want to change anything else then you will have to cancel it and create a new one e items that are not associated with a Stock Number remain Orders and are not transferred as expenses or warranty expenses They cannot be marked for inclusion in the BAS e Purchase Orders can be cancelled or deleted by using the Delete button this removes the Purchase Order from EasyCars Transferring Expense Types Only available to users with Easy Cars 2000 Step 1 Search for the vehicle See Chapter 4 Searching for more information on this Step 2 Once the correct vehicle is displayed select Edit or press lt Alt gt lt E gt Step 3 Select the Orders tab to bring up the Orders tab Step 4 Highlight the line item to be transferred Vehicle Options Memo Acauisition Creditor paymen
35. gt key If you would like to select a date from a calendar click on the triangle at the end of the date field and a calendar will be displayed Page through the calendar using the left and right arrows Select the date required by clicking on it This date will now be entered in the date field Print Sequence The order in which you want the data to be sorted Other Fields Drop down boxes Click on the triangle at the end of the box then select from the list provided USING EASYCARS 2000 e Query Name A temporary query can be used to filter the information to appear on the report See Chapter 4 Searching for multiple vehicles for more details on how to write a Query To utilize the query feature select the Query button and either run an existing query or write a new query prior to previewing the report Previewing a Report on the screen Once you have made your report selections you must preview the report Options New amp Used New Vehicles Only O Used Vehicles Only Yard The Professional Car Dealer The report will then be displayed on the screen From here you can do 3 things cktake Report File View Page through the report using the arrows DA omaa J Bl O wk O Fires Sep PR ee ee BG O ee ee Ce Ce Ce Se Rcofessional Car Dealer Stocktake As At Tuesday 8 September 2009 Tuesday 8 September 2009 OA Exp Stock Built In stock m
36. is called net to vendor See ee a a a Ee Sa les Buit Date Compliance Cylinders C iat e Default expenses can be changed for each me E individual vehicle i Onoon Orn Ome O o o O sees eo esr voa i ae e f more vehicles are to be added click Next Letos soo ae soo Et E Pace me ast CO Expense Amount inc GST GST Rate GST Amount sof 1o sof e When final vehicle has been entered click Add to stock All vehicles entered in that pick up will automatically be added to the police book Sales Invoicing Step 1 From the Data Entry menu select Bulk Data Entry then select Sales Invoicing The Bulk Sales screen will be displayed with the f nie Sale screen ready for input Sale Invoice Options Invoice text i i First Name Phone ABN Name field Enter the first name here if co LS M a selling to a private person Ades RES 2 ooo S a w CY e The cursor will default itself to First e If the vehicle is being sold to a Dealer strike the lt Tab gt key once Start typing their name in the Last Company field Strike the Tab Key once the correct dealer is highlighted e Enter the private purchaser s Last Name and A Bulk Sale Address details se e Note If the ABN number is not valid an error fet Nene rv a message will be displayed Click cancel to ignore i uaaa Mol or Retry to correct Address peed City m DOB Step 2
37. message box is displayed If you do not wish to Import data select No If you do want to import data to be used in the lookup lists follow the instructions below Importing Lookup Lists After you have created a new database using the steps outlined above EasyCars 2000 will ask you if you want to import information such as lookup lists and other data into your new database The information in our demonstration data file is a good starting point to creating your own database To import this information follow the steps outlined After you have created your new database the mport dialog box will be displayed Step 1 Click on Yes to import from an existing set of EasyCars data USING EASYCARS 2000 The Import from existing EasyCars data window will be displayed r a Import from existing EasyCars data Move ter OS C ProgramFiles EasyCars gt p Il Search ee oS Cometter s C50 gt Progen fies gt Eosvters the dd Ji CONEXAN d Cyberlink i Data d Default Co Digsby robe Import All data files Current Stock Bow Selected lookup tables File name DemoData EasyCars Data Fies mdb Groups 5 records added Com F Cars Body types 25 records added Makes and Models 3406 records added Colours 22 records added C Contractors C Salesmen C Dealers Step 3 Click Open C Finance companies C Mailing list Step 2 Click on
38. on the save pictures button along the bottom alternatively you just select the next car from the left hand menu and it will prompt you to save the pictures on the car 28 USING EASYCARS 2000 Adding Trade ins There are two methods with which you can add a trade in to the EasyCars 2000 database 1 Asa purchase in the Stock screen 2 Via Sell screen during a sale The more convenient way to enter a trade in would be at the time of sale in the SELL screen This will ensure the invoice for the customer is correct and the trade will be entered into stock automatically saving you time and reducing errors Creating Purchase Orders PO Only available to users with Easy Cars 2000 Step 1 From the Data Entry menu select Purchase Orders then New Purchase Orders or click on the new EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Stock B i _EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Acc File Notices Forms Reports TICSEVN Setup Update View Window Help File DataEntry Notices Forms Reports JCSEVN Setup Update View Window Stock EasyCa Quote ae amp th 2 E EasyCash Stock Reports New PO Prev POs Date range Purchase Orders gt New Purchase Order Lookup Lists gt View reprint update existing Purchase Orders penses oiis Wmo Debtor receipts Costing EasyCash
39. particular setup you will need to follow some or all of the steps outlined below Installing EasyCars 2000 Step 1 Insert the EasyCars 2000 compact disk into the CD drive and wait 15 seconds or so for the following menu to display Jeal Computer Services PTY LTD Address Unit 5 190 Queen Street St Marys NSW Australia 2760 Postal Address PO Box 1013 St Marys NSW Australia 1970 a yf Phone 61 02 9623 6403 OS Ne A Fax 61 02 9673 4063 p JEAL COMPUTER SERVICE I Mobile 0412 281 158 he Co x sai iha Pradah aiaa Email sales jeal com au Demonstration Video Tuition gt Stock Screen gt Reports gt EasyCash Pro EasyCars 2000 EasyCash Pro WorkM ate EasyCRM Sales Hounder Adobe Acrobat Reader for viewing Manuals Welcome to the EasyCars 2000 Setup Wizard This will install EasyCars 2000 on your computer It is recommended that you close all other applications before continuing Click Next to continue or Cancel to ext Setup Step 3 A prompt will ask you to close other programs that may be running on your computer USING EASYCARS 2000 If all other programs are closed select Next Step 4 If you agree to the terms and conditions outlined in the license agreement select Yes If you do not agree to these terms select No and you will not proceed any further with the installation of EasyCars 2000 r gt jB Setup EasyCars 2000 eS Select Destination Location las Whe
40. sent to the RTA Refresh Notice eee Transfer Disposal SETI HS i Cancel Step 1 From the Notices Forms menu select Police Book then Police Book Consignment Book and then select the State you are in EasyCars 2000 v4 02 155 The ilsisi Print Police Book Consignments Boo M File Data Entry Rep ee Stock By Stock Number Vehicle Count 2 p Police Book Consignments Book Options EasyCash St Acquisition and 2 Registration Re S Add vehicle Aire Hook Paoe Browse All Noti Page From Tol Up Velvere i 1 1 2 Memo Debtor receipts kpenses Moto Th eno mint Frint only those pages which need updating Frint left hand pages Print right hand pages 63 USING EASYCARS 2000 The Print Police Book Consignment Book screen will be displayed Step 2 Use the mouse to select or deselect the pages that you wish to print Tick the options as required Ensure that there is a tick in Print only those pages which need updating if you don t require all pages to be printed You can use the Select All or Clear All buttons if all are required Step 3 Click the Preview button if you are unsure of your selection Note Printing cannot be done from the Preview screen Close the window by selecting the File menu and then Exit or click on the x in the top right hand corner Step 4 Click on the Print button
41. the Setup Demonstration Data You will find a set of demonstration data will be installed ready for you to experiment with It will be in the directory you installed to When starting EasyCars for the first time you have the option to use demo data At this point in time your program will be in Demonstration Mode Use the Demonstration data in conjunction with the user s manual to become familiar with EasyCars Moving around EasyCars 2000 There are several ways in which you can move through the screens windows and menu options in EasyCars USING EASYCARS 2000 To select a menu option from the tool bar either e Point and click with your mouse or e You can select the lt ALT gt key and the letter that is underlined for the option you want to select For example to select the menu option File would be lt ALT F gt To move through fields on the screen you can either e Point and click with your mouse or e Use the lt Tab gt key to move to the next field If you have to move in a backwards direction use lt Shift gt lt Tab gt key together Using the Navigator Window as a Main Menu e If you want to use the Navigator window you will have to open it by selecting the View menu option then selecting Navigator Window e Once the Navigator window is displayed just click on the task you wish to perform e To Close the Navigator window select the View menu option then selecting Navigator Window Exiting from EasyCars
42. web browsing program You will need to allow this site to temporarily show pop ups Once the prompt appears if possible Run the file otherwise Save it to your desktop If asked to run again answer with Run It will connect to the Logmein Rescue Gateway The JCS technician will begin and will require you to give permission to remotely access your computer When the prompt asks for your permission say Ok Remote Client To use remote client to log into your computer go to the website www jeal com au_ and click on the tab which says Get Help Now A prompt will appear asking if you want to download this file If possible Run the file otherwise Save it to your desktop If asked to run again answer with Run The JCS technician will advise you to which technician you will be connecting to Select that technician and then press the start button Causes of Modem Problems Lock Ups On occasions modems and or computers can become electronically confused for want of better words In this condition they simply refuse to work at all Switching them both OFF from the power and then back on again after 5 10 seconds will usually reset them back to normal working condition If this happens frequently it may mean that the mains power supply is jumping up and down or maybe your electronic wizard is really faulty Modem Cable Connections Make sure that the cable that connects the modem to the telephone socket in the wall is connected properly So
43. word processing skills you can enter a heading for your report in the Custom Heading area This heading will not be displayed on a web page The details from your registration screen will be used e fyou would like have additional text on the report it can be entered in the Vendors Comments area This text will not appear as part of a web page Step 5 Click the Preview button to view the document before printing Step 6 Click the Print button to print the report Step 7 Click on the Web Pages tab e Leave all defaults as they are unless you are experienced in this area Step 8 Click on the Web button e If any web pages have been created before a message will be displayed telling you that the files currently in the directory will be deleted and replaced with this Click Yes to continue e Once finished a message will be displayed informing you of how many files were created Click Ok Step 9 View the file in a web browser e Use Explore to open the file that was created The path for this unless you have changed it is 78 C Program Files EasyCars Web USING EASYCARS 2000 79 Mailing Lists USING EASYCARS 2000 Step 1 From the Data Entry menu select Look Up Lists then select the Mailing List menu PH oing Ur tae Query Browse Automatically transfer purchaser details to mailing list Default Lot Load Fund Amount 0 00 Default Warranty Allowance 0 00 Whe
44. you have received a Tax Invoice GST inputs credits can be claimed in the current accounting period Awaiting Tax Inv box must be checked if you are to receive a tax invoice but are awaiting this NOTE You MUST receive a Tax Invoice within 28 days of purchase No ITC must be checked if the vehicle is purchased with a GST rate of 0 that is GST free e g If the vehicle is purchased from a charity no input credits are to be claimed Non Registered must be checked when vehicles are purchased from private persons or non registered entities Input credits will only be claimed when the vehicle is sold USING EASYCARS 2000 e Complete additional name and address details if the vehicle was registered in joint names lt Tab gt e Enter the Salesman who acquired the vehicle This information can be used to produce reports for commission etc lt Tab gt e If you have paid for the rego transfer you can enter the cheque number and the date paid here lt Tab gt e If this vehicle was used as a trade in on a vehicle that was purchased select the stock number from the list Step 5 When all the details have been filled in click on the Costing tab or press the lt Page Down gt key to display the Costing tab The Costing tab is divided into parts Estimates and Actual Costs The left hand side of the tab contains estimates while the right hand side are the actual figures You are required to enter values into both areas to be able to produc
45. you want this vehicle to be included when sending vehicles to your web page created by EasyWeb tick this box If you want this vehicle to be included when sending vehicles to your advertising site check this box If a REVS check has been performed select the time it was done either on Acquisition or Disposal When you sell the car If a REVS check hasn t been done select none If the REVS result is Unknown passed or failed select the respective result otherwise select not done If the REVS check has been done enter the certificate number Certificate date and REVS batch if applicable If the vehicle has been rebuilt after a REVS check tick the REVS Writeoff box If desired add a description in the Description box This will be shown on advertising sites if advertising this vehicle 23 USING EASYCARS 2000 Step 4 When all details have been entered click on the Acquisition tab or press the lt Page Down gt key to display the Acquisition tab 24 Enter the Date on which you acquired the vehicle Note that the date shown will be today s date This can be changed by typing over it or using the or plus or minus at the end of the field or the or keys on your keyboard located on the number pad or alternatively the drop down will bring up a calender and you can select the date on here lt Tab gt Enter how you acquired this vehicle purchase or consignment Note Only enter T Trade in if you hav
46. your choice is typed onto the disposal screen acquisition screen form 7 police book new vehicle record etc with only two or three keystrokes A further time saving is achieved when a client s details are automatically copied from the sold vehicle to his trade in thus avoiding double entry of information and reducing the possibility of errors Legal Requirements The Commissioner for the Department of Fair Trading requires amongst other things that 1 A procedure for backup to the system be implemented and carried out at least on a weekly basis The backup procedure must enable the restoration of information following a computer failure A second backup copy file of information must be stored off the premises and made available to an authorised person on demand 2 All information must be able to be accessed by terminal screen and hard copy on immediate request by an authorised person Our emphasis THIS MEANS THAT DURING BUSINESS HOURS THERE MUST ALWAYS BE SOMEONE ON YOUR PREMISES WHO KNOWS HOW TO PRINT A POLICE BOOK UPDATE FROM EASYCARS OTHERWISE YOU ARE NOT COMPLYING WITH REQUIREMENTS UNDER THE MOTOR DEALERS ACT It is in any case in your own best interests to ensure that more than one person knows how to use the computer to print reports and update the information Information must be kept up to date even when your regular computer operator is away sick or on holidays 3 The LOG OF CHANGES must be print
47. 000 as a result We will also take urgent calls at any time of the day night weekends and holidays Any problem that prevents you from continuing to do your work is considered urgent However telephone support does not provide any other services such as tuition in the use of Windows making backups other than local backups from within EasyCars 2000 or diagnosing faulty hardware The people who supplied your computer provide these services Problems like repairing damaged data are usually caused by turning the computer off when EasyCars is still active This kind of problem is self inflicted and therefore chargeable Repairing damaged data can be a tedious amp time consuming job It requires the expertise of a programmer and is therefore expensive and cannot be covered by telephone support IMPORTANT It is essential that the person calling for support is able to sit at the keyboard whilst speaking on the telephone Service calls are usually impossible often time consuming and even annoying when a telephone is not available at the keyboard Please DO NOT call for telephone support until this basic requirement is satisfied A Client Code is displayed above the main menu It will be helpful to quote your client code when placing service calls During the free period If you make the effort to read this manual and the help screens you will find us most grateful and helpful You will also find the progr
48. After confirming that the correct printer is being selected click on Ok The report should now be available at the printer and should be checked If they printed correctly answer Yes to the box that will be displayed on the screen The page will now be shown as being printed If they did not print correctly answer No Nothing will be updated and you will now be returned to the Stock screen For a Specific Vehicle If you require the Police Book Information to be printed for a specific vehicle and you are unsure aa FI of what page this information is on you can perform the following steps lt a Step 1 Search for the vehicle see Chapter 4 Searching section Proposal gt Step 2 Click on the P book button or press lt Shift gt lt F10 gt P book The Print Police Book Consignment Book screen will be displayed with the page highlighted for ES the vehicle Cards Step 3 Click the Preview button if you are unsure of your selection k enew Note Printing cannot be done from the Preview screen Close the window by selecting the File menu and then Exit or click on the x in the top right hand corner Yo Step 4 Click on the Print button After confirming that the correct printer is being selected click on Ok The report should now be available at the printer and should be checked If they printed correctly answer Yes to the box that will be displayed on the screen The page will now b
49. B ottom tpl Step 7 Click on the Web button d Contact email e If any web pages have been created before a message will be displayed telling you that the files currently in the directory will be deleted and Picture height replaced with this Click Yes to continue Picture width 400 Include estimated selling price in oO Allow full width of table for picture 7 SS e Once finished a message will be displayed informing you of how many files were created Click Ok Step 8 View the file in a web browser e Use Explore to open the file that was created The path for this unless you have changed it is C Program Files EasyCars Web For a Single Vehicle Step 1 Search for the vehicle see Chapter 4 Searching section Step 2 When the correct vehicle is displayed click on the Cards button The Print Description Cards screen is displayed and the Vehicles tab is ready for selections to be made e Select Description Card from the box now displayed e The vehicle you were working with will now be highlighted in the list Step 3 Select the Options 1 tab to determine what you want printed on the report and web page e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included Step 4 Select the Options 2 tab to determine what header you want printed on the report e Using standard
50. Cars 2000 database listed in the order in which you have selected Step 2 You can re sort the way this screen is displayed temporarily by clicking on the column footer of the field you wish the sort order to be E g if you want this screen displayed in Make order click on the column heading labelled Make You can also change the length of the columns by clicking and holding on the line on the right side of the column in the green area and then drag your mouse to the left or right to increase or decrease the size of the column respectively Also if you click and hold on the green space you can move the columns and align them in different orders Click the Save your layout button to remember the layout for next time Step 3 Highlight the vehicle required and select it by double clicking with the mouse on any part of the vehicle listing The selected vehicle will now be displayed on the main Stock Screen Using the Search button This button allows you to search for vehicles using the current sort order you have set As a default if you have not changed the sort order Stock Number will be set Step 1 Click on the Search button or press lt Alt gt lt S gt and the following dialog box will be displayed Search Enter the Stock Number to find _Cancel_ Step 2 Enter the Stock Number or what is required based on your sort order and click OK The selected vehicle will now be displayed on the main sto
51. EMBER YOUR MASTER PASSWORD BECAUSE YOU WILL BE ASKED TO ENTER IT EVERY TIME YOU START EASYCARS 2000 Adding Users EasyCars 2000 v4 02 155 Demonstration Copy Only No Chent Code File DataEntry Notices Forms Reports JCSEVN Setup Update View Heip This allows you to add users to the program and allocate access wo 2 ies rights to those users asyCash Stock Reports New GST Navigator Registration What do you want to do today Retrieve Registration Information from Jeal S 1 F h S U gece ala tep rom the Setup menu select Users Erer Stock deta s B Send sales and or receive purchases for Direc Link to EasyCash Professional Ei Check vehicles with REVS enter REVS res View Li al n d ill b di d Shoe vce ans Teng Pot Takaa T E The Users window will be displayed B Send vehicle details to Auctioncity web site Users Parchase Orders Desler Web Create pent a new Purchase Order A Users Users Add j Delete bon Descnpton a file Menu Tar Step 2 From the Users menu select Add Change password Close Import Exit EaspCars data fies Export Stock Dealers Finance Compames Contractors Salesmen Mailing List REVS Check Direct Sales Update Advertsing Auctioncety Upload The Enter User Password dialog box is displayed Enter User Password eal Make a local copy of your Data Name Create Shortcut on Desktop Connect to Internet Send date file to Jeal Get data fie
52. I Vehicle 7 Options 7 Memo Acquisition Creditor payments d Floorplan I Disposal Refresh Ask Tech a Question Invoices re Glass s Standard Extras Glass s Optional Extras Glass s No Cost Extras Noti Ea eee lotice Transfer t Disposal Glass s Dealer Fitted Extras Sell Return E Floorplan rg Include this vehicle when sending vehicles to your web page Include this vehicle when sending vehicles to your advertising site Proposal O Include Vehicle History report if available when sending this vehicle to your website Car History Information Renew al PPSA Certificate Number PPSR Certificate Date PPSR Search Number Inspect PPSR CarHistory Result Not done Result unknown Passed Failed O This vehicle is on a written off vehicles register a Vehicle Picture Photos Dold Transport lt gt a Description Car History Vide _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ New Used All Vehicles QRS HOLDEN CALAIS Stock No 158 Entry 48 Rego No 77777 purch PO 1647 23Jul 2012 2 11 PM ae C Users Public Customers Genesis GMIStock mdb Linked to GMICash mdb 3 Another Setup Options tick box is Disable Upload Vehicle History report message when obtaining a Car History report If left unticked then when a new
53. Os Orders Warranty expense i Acquisition Creditor peyments New Used Used Stock Number 1 Enty Nube 1 NVIC code POP Regstiation No AAGBSHY Rego Label Check Dig Regstation Expy 07 09 2009 Rlegatiation State ys x Moke MITSUBISHI z Model TRITON Model Year 1995 z Model Variant MX z Boy UTILITY z os E in E De j Ee Dinden l4 z Other Intormation Ergne Se Ba Sti C CCC Tiaramisson 5SP MANUAL y O Unleaded Fuel O Diesel Fuel LPG Fu O Specal O Prestiged Form Trading Stock ekpl Previous Rog The Proisssional Cat Doaa O No odometer O Miles O Commerciol exempt O 2 Tonne or more fem MITSUBISHI TRITON Stock No 1 Enip 1 Rego No AGBSHY puchi C Program Fies aspCars Jeal Stock mdb 07 Sep 2009 1 00 PM EL EE OO E E F n Eryem 200 ve E Remote Helpdesk e The cursor will initially be in the Registration field Enter the Registration Number of the vehicle you are entering into stock lt Tab gt e lf you are a Dealer in QLD enter the check digit lt Tab gt e Enter the date on which the Registration Expires lt Tab gt e Enter the State in which the vehicle is registered lt Tab gt e Groups can be used to help you group vehicles together for reporting purposes If you want to use this enter a Group lt Tab gt e Enter the Built Date of the vehicle lt Tab gt e f the Compliance date is the same as the built d
54. PTER 6 SENDING AND RECEIVING INFORMATION sceeeeennnnenennnees 55 Je al Computer Services senssa coke es cuss ranae one EAER Ea ES AI EEEE EAEn 55 send Data to Jeal nrarnrainnne A E a a 55 Get Data FOI JOA oranie a a soadousansadis th oduasashe beacuse dossuandcnadedeeseauuns 55 CIR COT aa et eavonteataas rant tia athe A 55 TOBECOMP LETE D niae a ceed tect eareean es taddateataicaweaniecetesawstaaeteceenecsoraaspanncetea 55 PNG TLS UI E E E E E Solas at aateriates 56 Setting UD TOF AGVEr USING acis sites ice rics crdnna Mba S 56 SEN GING TOsAOVERUISENS nann e bacatals encoun A N O A R 56 EasyCars Car History Report uploads for dealers with a JCS website ccccccssssseseeeeeeeeeeeees 57 CHAPTER 7 PRINTING NOTICES AND FORMSG csccneesnnneeenneneenennneneenanees 60 Printine FONS sieer a a EET E AEE EEE RE RE 60 Reprinting Invoices for a Sold Vehicle sssesseeseseessscessrrrsssresssresesressressrrrsereesereesereesseessseess 61 RTA DISPOSTO ae me Sc OR vn eo NE SARE a TO SE etn SE Cr 61 RAPA COUISITION FORMS orso e wid omndiaubsnenaGbanluaewus teased sane T ES 62 POI EBOOK arai SRr tet UPON PNA oo Ca OER ERC a E STAN EO ont CRO No ee ETRE EE 63 PO BOP CMAN CC Sorar EAA E E EOE 64 Consignment Memorandum FOr nesssssssssssssresssrresssressscesssteesstesssteessterssterssterseteessceesereeseeeeeeeeeset 65 PRIMES REDOT S ieena AN E A T E E E E A 66 Only available to users with Easy Cars 2000 users with Easy Cars Lite have an Unso
55. The Print Warranty Profit Report screen is displayed e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print 75 USING EASYCARS 2000 Incomplete Police Book Notice Information EaoyCars 2000 w4 02 155 The Professonal Car Dealer Oles Fae Data Entry Netices Forms Reports ICSEVN Setup Update View Window Help Step 1 From the Reports menu select vd td gt a a B on h f Incomplete Police Book Notice Information San Quay Preyew rit The Print Incomplete Police Book Notices Opie Information screen is displayed Peotone EE e Use the mouse to select or deselect the eas i fields you want included in the report cS Any field that contains a tick or a dot will Se ia l be included in the report Step 2 Click the Preview button to view the a
56. a Finance Company enter it here lt Tab gt e Enter To whom the payout is to be made name of Finance Company lt Tab gt e TT fer Payout to creditors is to be ticked if you require the payout figure to be recorded as a creditors amount You can update this once the payment has been made Step 6 Once all details are entered click on the Trade in 2 tab or press the lt Page Down gt key or press lt Alt gt lt 2 gt Complete the details on the Trade in 2 as outlined above if required Step 7 Once all details are entered click on the Invoice Notice tab or press the lt Page Down gt key or press lt Alt gt lt I gt Complete or check the details on the nvoice Notice tab EL Sell Vehicle s DL 12345 EI ee So Update Preview Print Buyer Vehicle s Trade in 1 Trade in2 Invoice Notice Invoice text Contract text Notice errors Invoice Type Invoice Contract Finance C Credit Regulated Intertrade Notices Current Form No form RTA copy where applicable C Email customer copies via Internet 43 OOo USING EASYCARS 2000 If selling the Vehicle directly to a Private Person or Company not another Dealer e The Invoice Type should be in Invoice or Contract and Notices should be Current Form and RTA Copy If selling the Vehicle to a Private Person or Company not another Dealer through a Finance Company Additional fields will be displayed if Finance Company selected e
57. am simpler to use However if you cannot find the answer to your problem in this manual or you simply do not understand the manual we will be more than happy to assist you 89 USING EASYCARS 2000 The cost of Pre Paid Support JCS strongly encourages you to take up a pre paid support arrangement for your own benefit The cost is advertised on the Jeal Computer Services web site at www jeal com au easycars It is invoiced half yearly or yearly in advance The cost is adjusted periodically in line with C P I adjustments The benefits include e 24 hrs 7 days telephone support and after hours emergency support e All program updates and enhancements are made available to you via the Internet e Your suggestions for improvements to EasyCars are given priority e Additional special features of EasyCars If you subscribe to pre paid support you may call for support whenever necessary without incurring further charges You may also download upgrades from the Internet at any time We are continuously on call 24 hours 7 days in case you have a problem Pay as you go support If you choose to pay for support calls as each one is required a credit card is essential you will find that the cost of each call will very quickly add up to a great deal more than the up front subscription If you choose you can pay for support calls with a credit card at the time of calling If you don t have a subscription support is only available
58. ark description for inclusion in information sent to your preferred Advertiser K Automatically mark pictures for inclusion in information sent to your preferred Advertiser KI Automatically select newly acquired vehicles for including Vehicle History Report when sending the vehicle to your website Disable upload Vehicle History report message when obtaining a Car History report Oo O Turn off scheduling on this computer only requires a restart of EasyCars CJ This option should only be used under the direction of JCS staff If you tick it next time you run EasyCars then no scheduled advertising will be sent the Dealer Web uploader will not run automatically and vehicles will not be deleted from Dealer Web when they are sold OK Cance Apy 2 There is also a line on the Options tab in the Stock screen Include Vehicle History Report if available when sending this vehicle to your website This box will automatically be ticked for any new vehicle added into stock if the relevant box is ticked on the Setup Options screen above 57 USING EASYCARS 2000 sa 1syCas 2000 v402374 Genesis Motors zu Ute Py Ld Cin Code 6630 SE By StS Nurbr Vena Cunt aA ec F File Data Entry Notices Forms Reports Update View Window Help alx gt ae ae ah ol New PO Prev POs Date range Update Car History Advertising e Debtor receipts Costing Expenses Orders Warranty expense Notices
59. ate you can press lt F2 gt and the date will be entered for you If it is different you will have to enter this in now lt Tab gt e Other can be used to record things such as the Radio PIN number etc If in VIC WA or SA this field with be entitled Year First Registered lt Tab gt e Enter the Engine Number lt Tab gt e Enter the VIN Chassis Number If this number is completely or partially the same as the engine number you can use lt F2 gt to duplicate it here For example if you were entering the details for a Ford select lt F2 gt to duplicate the engine number then select the lt Home gt key which will place the cursor at the beginning of the field and type 6FPAAA lt Tab gt e The make model body colour and trim of the vehicle can be selected from the Lookup List by selecting the v at the end of each of the fields or by typing it in If not already in the list you can add 22 USING EASYCARS 2000 it at this point If sufficient information is entered the glasses database if used will show a list of possible matches to select which may fill in more information lt Tab gt Tick the Commercial exempt box if the vehicle you are entering falls into this category otherwise leave it blank lt Tab gt Tick the 2 Tonne or more box if the vehicle you are entering falls into this category otherwise leave it blank lt Tab gt The Engine and Transmission fields can be entered if required These fields will be displayed on the Sto
60. attached to a vehicle To do this leave the Stock Number field blank If however if the Purchase Order is not for a vehicle expense and you have EasyCash Professional you would be better to create the purchase order in EasyCash Professional as then the appropriate account can be used lt TAB gt e Inthe Description enter details of work required or goods to be received This is a mandatory field and if a description is not entered the purchase order cannot be updated lt TAB gt e If an estimated cost is known or required enter it in Estimated inc GST field This will update the Orders value in the Costing tab for that vehicle lt TAB gt 29 USING EASYCARS 2000 e ifthe Contractor usually gives you a Tax Invoice the Tax Inv and BAS tick boxes can be ticked This is for convenience only and should be verified when or if a Tax Invoice is issued This will also calculate the GST Amount and Amount Ex GST based on the tax rate lt TAB gt e f more items are to be included on this PO tab down to blank stock number field and continue entering details as required Step 3 If you require any messages on the purchase order selecting the Options tab at the top of the screen will allow you to enter them here Changes can also be made to the purchase order heading and the look of the form from this screen Step 4 Select Preview to verify all details are correct or select Print e f printed successfully answer yes This will update th
61. ce types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Unsold Stock Report Step 1 From the Reports menu select Unsold Stock The Print Unsold Stock Report screen is displayed e There are 2 pages to this report selection They should both be checked before printing to determine what will show on the report e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Acquisitions General stock lists Step 1 From the Reports menu select Acquisition General stock list The Print Acquisitions Report screen is displayed 68 USING EASYCARS 2000 e There are 2 pages to this report selection They should b
62. checked before printing to determine what will show on the report e Thesalesman who acquired and or sold the vehicle must be entered on the acquisition or sale screens must be included in the report e For commission percentages to be calculated you must enter the salesman s commission on the Salesman s Lookup List see Chapter 3 for future details on this e Use the mouse to select the fields you want included in the report Any field containing a tick or a dot will be included in the report e If you would like the report printed and sorted based on the Acquisition Salesman the Print Sequence must be Acquisition Salesman e If you would like the report printed and sorted based on the Disposal Salesman the Print Sequence must be Disposal Salesman Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Simply click on the Graph button e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Salesman s Average Profit Report Step 1 Click on the Reports menu select Sold Stock then select Salesman s Average Profit The Print Salesman s Average Profit Rep
63. ck Cards and other reports lt Tab gt Trading Stock should always be ticked If this is removed you will not get your GST credits when sold lt Tab gt Enter the figure that is currently displayed on the vehicles Odometer lt Tab gt Only tick No odometer if this is the case For example trail bike caravan or wreck lt Tab gt Enter the Distance Travelled If this is the same as the odometer press lt F2 gt The distance travelled is used when the odometer is not a true record of the distance travelled eg Odometer replaced etc lt Tab gt Select if the odometer distance travelled is Klm or Miles EasyCars automatically updates the Form Type and Form No When forms are printed through EasyCars This information is stored in your Police Book Therefore if you had an existing handwritten form on the vehicle the type and number would be entered here lt Tab gt The Description field allows you to enter any descriptive text This text can also be displayed on reports lt Tab gt Up to 2 Previous Vehicle Registration numbers can be entered here if necessary Step 3 When all details have been entered click on the Options tab or press the lt Page Down gt key to display the Options screen If used the Glasses database will have a list of standard extras that come with the specific car To add to the Glass s Optional Extras right click on that area and click on Add Extras select the desired extras and click Add Selected If
64. ck before printing Note Printing cannot be done from the Preview screen Close the window by clicking on the File menu and then Exit or click on the X in the top right hand corner Step 4 Press the Print button e After confirming that the correct printer has been selected click on Ok e The report should now be available at the printer and should be checked e If they printed correctly answer Yes to the box that is now being displayed on the screen This will mark all changes as being printed and reduce the size of the next report Fi ol oorplan e If they did not print correctly answer No Nothing will be updated and you will now be b returned to the Stock screen Proposal Consignment Memorandum Form m P book Step 1 Search for the vehicle see Chapter 4 Searching section 2 Step 2 When the correct vehicle is displayed click on the miscellaneous button Select Cards Print Option Screen will be displayed and the Options tab will be displayed Cy Renew e Enter the date to appear on the form a e Printer settings may be altered if required Misc Step 3 Select the Contract Text 1 tab in y Sclcct print opton Sees Setup Preview Pin e If you would like a fancy heading on your form you can enter it in the sees _CortactTew Contract Text 2 Consignment Contract Heading using standard word processing as provided co alala sele ol 7 ules lalElsl sl on the task bar amp e If
65. ck screen Searching for Multiple Vehicles EasyCars 2000 allows you the option of displaying all vehicles that meet a certain criteria for example all the Fords in stock or all the Sedans or even all black Porsches The Find and the Query buttons are used for this purpose Using the Find button This option allows you to search for specific vehicles that meet a certain criteria for example Holden s or vehicles that cost less than 5 000 A Find Record Step 1 Click on the Find button or press lt Alt gt lt F gt and the Find Record dialog box will be displayed Fields Operators Value or Expression Registration Number a rs Previous Rego 1 l FindFirst Previous Rego 2 C FindNext N IC C FindPrevious Make C FindLast Model Model Yariant Model Series Engine Number IN Chassis Number Other Information Select the field which identifies the record you want to find USING EASYCARS 2000 Step 2 In the Fields column select the field that contains the information you are looking for F mplej you were looking for a Holden you would first select the Make field Step 3 Select the type of comparison you would like to use in the O Ors column Oking for E g Holden Step 4 In the Value or Expression column type in the criteria or value you a Step 5 Click on the OK button to search for the specific vehicle t atches your criteria
66. confirming that the correct printer is being selected click on Ok The forms should now be available at the printer and should be checked Status check Did the Notice print correctly USING EASYCARS 2000 Reprinting Invoices for a Sold Vehicle Note Invoices are printed during the Selling process See Selling Vehicles If an error is found in an invoice you may wish to reprint it Step 1 Search for the vehicle See Chapter 4 Searching section Step 2 Click on the Invoices tab Note The most recent invoice will be highlighted If this is not the one that you wish to reprint Select the correct invoice by clicking the empty column to the left of the invoice date EasyCars 2000 v4 02 155 The Professional Car Dealer Chent Code 1490 User Master Account Stock By Stock Number Vehicle Count 2 g x 2 2 c E EasyCash Stock Reports New PO Prev POs Date range Update REVS Advertising JCSEVN Search Quote An j f emn e on mo ee L o aoe e e e T T Vehicle Options Memo Acquisition Creditor payments Floorplan Disposal a Debtor receipts Costing Expenses Orders Warranty expense Notices Ingi es Refresh amp Notice Date _ Type Invoice Printed Cancelled Selling Prica Discount Extras Floorplan Adjustment Tradein1 Allowance1 Payout Over Allowance 1 Trade in 2 Allowance 2 gt 07 09 2009 C 2 2 0 3 000 00 0 00
67. during business hours The price for a call in business hours is 75 Inc GST for up to 30 minutes These charges reflect the costs of continuously developing and upgrading the software as well as maintaining our specialist telephone support staff If this method of payment satisfies you please have your credit card details ready when you call then allow 5 minutes for us to verify your card before you call back The Telephone Support Numbers During our office hours 02 9623 6403 To call for urgent support outside normal hours use these numbers in this order Our mobile number try a couple of times 0412 281 158 If still no answer try 0403 551 559 We are happy to receive calls after hours as long as they are necessary to sort out an urgent problem If you have questions of a non urgent nature it would be more appropriate to call us during business hours We will drop some hints and probably the phone too if you call at 11 00 pm to order a printer ribbon Don t laugh it has happened If you call our office after hours with a serious problem our answering machine will suggest that you call the mobile number first please call it Software Problems If you have recently installed any new software ask yourself has EasyCars 2000 worked correctly since the new software was installed Hardware Problems Before calling us please do some preliminary checks 90 USING EASYCARS 2000 If you have just moved your computer fro
68. e Transmission UTILITY 0 CARB 5 SP MANUAL 3D HATCHB BLACK 0 ELECTRONIC F INJ 5 SP MANUAL Model d gt l Stock No Registration Make Model Built Colour t AGBSHY Purchase Cost is displayed and able to MITSUBISHI TRITON Sell price inc GST Discount inc GST GST Rate GST Amount be entered here only if the vehicle was a 0 00 0 00 Net Sell inc GST Sell Price ex GST 0 00 J 10 00 0 00 Purchase Cost Odometer Now T oF g o odometer Inspection Apt consignment and the purchase amount is Description Extras determined on selling lt Tab gt Amount Inc GST GST Rate GST Amount AmountexGST _ Stamp Duty i Tick the Tax Invoice box if the vehicle was being consigned from a business and you Add Edit Delete Refresh Report Date Date Receipts Amount On Inv Cheque No are sure you would receive a tax invoice for the Type Description purchase amount your buying price lt Tab gt 41 USING EASYCARS 2000 e Enter the odometer reading in the Odometer Now field If this is the same as was entered when bringing the vehicle into stock you can press the lt F2 gt key and that value will be duplicated here lt Tab gt e If No Odometer check this box lt Tab gt e E
69. e Chapter 4 Searching section Step 2 If the correct vehicle is displayed and all details are correct click on the Toll Forms button The button is located on the top right hand side of the screen Screen Shot Ask Tech a Question Ss Step 3 The Toll Forms box will then be displayed with the details of the current vehicle selected in stock Note Generated data will depend on the status of the vehicle Figure 1 1 Buttons B Toll Forms Clear Forn Repopulate Form Preview Clear Form Clear every field except for Print blank form D oe company details This information will always be the same Repopulate Form Click this button to refill all fields with the details of the selected vehicle Preview Click this to view the form before printing Print Print the form Print blank form tick this box if you want to print a clean form 81 USING EASYCARS 2000 Figure 1 2 Fields FS Toll Forms lear Form a E Toll Notice Number Cs When you are doing a Toll Form you Registration Ho should have received a Toll Notice letter from RTA Those details are entered in this section Registration State i My Daytime Contact Number Details of the person on the Toll Notice or duly authorised person of the company 1 Sumame The company details registered Given Name s in EasyCars will then populate ll Position held this sectio
70. e cost of those vehicles and attach the Purchase Orders to the Orders screen on related vehicles or Expenses tab if marked as received e If you do not require a printed copy of the Purchase Order just click Update This will update the cost of those vehicles and attach the purchase orders to the orders screen on related vehicles Paying Purchase Orders Updating to an Expense Only available to users with Easy Cars 2000 Step 1 If you are using EasyCash Professional then it is preferable to mark your Purchase Orders as Paid in the Cashbook however if EasyCars is a standalone program then from the Data Entry menu select Purchase Orders then select View reprint update existing Purchase Orders or click on the Prev POs box EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Sto EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Sto Fo File Data Entry Notices F Reports JCSEVN Set Update Vi Wind Hel aes File Notices Forms Reports JCSEVN Setup Update View Window Help cin eh oi a EES H Stock EasyCa Quote Purchase Orders b New Purchase Order Lookup Lists d View reprint update existing Purchase Orders e Options em EasyCash x J Prev POs a see Update Date range Update Debtor receipts Vehicle Mem The Existing PO screen will be displayed 30 USING EASYCARS 2000
71. e forms If unticked GST details for totals only will be displayed stupates Estimates Only Automatically updated by the Expenses and Orders screens Not updated until the vehicle is SOLD e Enter the amount you paid for the vehicle or the amount you gave as the trade in equity in the Consideration Given field This amount will be transferred to the Creditor Payments tab lt Tab gt e If the vehicle was a trade in enter the difference between the equity given to the customer and what the vehicle is actually worth This is the Overallowance amount Any amount entered here will reduce the total cost of the vehicle but not affect GST lt Tab gt e The Market Value will default to the same value as the consideration given This value will appear on the RTA transfer form and can be changed if needed lt Tab gt e fan amount was not automatically defaulted into the Lot Load Fund it can be added now It can also be deleted if not required on the vehicle Any amount entered here is taken off the profit of the vehicle when sold and not taken into consideration when GST calculations are made lt Tab gt e Enter the value of the Warr Allowance applicable lt Tab gt e You can estimate the Total Expenses for the vehicle and enter this here lt Tab gt e The Estimated Selling Price must be entered before a form can be printed for display in the window of a vehicle This will allow an estimat
72. e not entered this vehicle during the sale of another For example T could be used for entering trades on hand at the time of implementing EasyCars For more detailed information on entering Trade ins see Chapter 5 Selling Vehicles lt Tab gt Leave the tick in the Print Acquisition Rego to have this vehicle added to the list of vehicle to be transferred For more information on printing acquisition transfers see Chapter 7 Printing Notices and Forms lt Tab gt Enter the Trust Account Number and Type of Consignment if displayed will only be available if How Acquired is C lt Tab gt If the Dealer you purchased the vehicle from has organised floorplan on your behalf tick the Floorplan by Vendor box See the section on Floorplan to complete the floorplan details The floorplan screen will automatically be displayed once this vehicle is saved Enter the Name and Address details of the person or company you acquired the vehicle from Note if it was acompany do not use the First Name field You can select dealers from the lookup list IMPORTANT NOTE Select the option that defines the tax status of how the vehicle was purchased The default will be Awaiting Tax Invoice but should be changed to one of the following xpenses O Tax inv Provided Awaiting Tax Inv FasyC ars Manual VI 2 Pant NET te a ars an Me Remote Helpdesk vo Chente T M nae ve Tax Invoice Provided must be checked if
73. e shown as being printed If they did not print correctly answer No Nothing will be updated and you will now be returned to the Stock screen Log of Changes Step 1 From the Notices Forms menu select Police Book then Log of Changes EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Stock By Stock Number Ve Sm File Data Entry Reports JCSEVN Setup Update View Window Help d Police Book gt Police Dealings Book Consignments Book gt EasyCash St Acquisition and Disposal Transfers gt Log of Changes y Registration Renewals Browse Log of Changes Add vehicle 64 Browse All Notices Stock Step 2 Make selections for printing USING EASYCARS 2000 The Print Police Book Log of Changes screen will be displayed FAP AR APP aE Pa ee If the Show Print Dialog Box if ticked print dialog box will be displayed allowing you to choose which pages to print and how many copies Include only pages not previously printed This option will allow only new 3 changes to be printed e Print all Pages this will print all pages even previously printed pages In the gn ety bum yas haia partan print dialog you can specifically select pages that you wish to print Print for a selected stock no only Using drop down menu select stock number to be printed Step 3 Click the Preview button if you want to che
74. ect the user you wish to delete Step 2 From the Users menu select Delete The Delete dialog box will be displayed Step 3 Click Yes to delete the user Upgrading from the Internet Note This option is only available if you have a Pre Paid Support Number See Chapter 3 Registration or contact Jeal support staff Step 1 Connect to the Internet preferably without running your web browser Internet Explorer or Netscape etc Step 2 Start EasyCars 2000 Step 3 From the Update menu select Check for an Update EasyCars 2000 v4 02 163 Phillip Wholesale Clearance Chent Code 6192 Stock By Stock Number Vehicle Count 2 File DataEntry Notices Forms Reports JCSEVN Setup Update View Window Help amp Check for an Update Reports New PO P Install Update from Network REVS Advertisin g JCSEVN Sea f B eceipts Expenses Vehicle Options Memo _ _Acquisition Stock Type Car z Stock Number 289 Enty Number 289 Registration No UNREG Rego Label Check Digit 19 USING EASYCARS 2000 7 Checking for an Update File Download Progress amp 5 Total Size 49 17MB Received Size 2 28 MB Speed 729 97 Kbps Elapsed Time 00 00 09 Time Remaining 00 01 05 Locate Download Information Files Cancel Download Version Information Files Check Version Information C Downloading Update 1 of 1 C Sending Softwa
75. ed at least weekly USING EASYCARS 2000 Hardware Requirements You will require a Windows XP Vista or Windows 7 Computer EasyCars is not supported on Apple A minimum requirement of RAM is 2GB 32 Bit is sufficient Conventions used in this manual gt The symbols lt and gt are used to indicate a single keystroke For example lt F10 gt means you should tap the function key at the top of the keyboard marked F10 not the keys F then 1 then 0 Another example is lt Page Down gt which refers to the key with the words Page Down written on it gt We will sometimes tell you to use two keys at the same time like this lt Alt gt lt Q gt This means hold down the first key the Alt key while holding it down tap the second key Q and then release the first key Another example could be lt Ctrl gt lt End gt which means hold down the Ctrl key tap the End key then release the first key Sounds difficult No way When we refer to selecting from the options displayed as choices in a menu the option to be selected will be shown underlined like this Change USING EASYCARS 2000 Chapter Chapter 2 Installation Where do start JCS will normally organise a time with you to do your initial setup to ensure it is done correctly Please contact our office to organise a time to suit you 02 9623 6403 Before you can start using EasyCars 2000 it will need to be installed onto your hard disk Depending on your
76. ed profit on sale figure to be calculated lt Tab gt 25 USING EASYCARS 2000 e The Estimated Profit on Sale figure is now displayed If you were aiming for a particular profit on this vehicle you can enter the preferred profit the estimated selling price will be adjusted accordingly lt Tab gt e The Market Value on disposal if known can be entered at this time and may be displayed on the RTA disposal lt Tab gt e The Fire Sale Value is used as an estimate that can be used for reporting purposes only lt Tab gt Step 8 Click on the Save button or press lt Alt gt lt S gt This will now save the vehicle into stock Note The next available stock number will be automatically used for this vehicle Editing or Adding Additional Data Now that the vehicle has been entered into stock if you need to enter additional information or change what you have entered you will have to Edit the vehicle In some cases you may even have to cancel the purchase and or the sale to allow you to make changes This would be so if you have acquired a vehicle that had a Tax Invoice and you now have to amend the Consideration Given as you would have already received Input Tax Credits for the purchase For more on this see Chapter 5 Cancelling Sales and Purchase e Locate the vehicle you wish to amend e Select the appropriate tab e Select Edit e Make the changes required then select Save If you do not want to save the changes yo
77. educt equity from purchase SS a Ter Payout to creditors e If the vehicle being used as a trade in has already been entered into the EasyCars database select the Stock No from the list provided lt Tab gt If not previously entered continue to complete the rest of the information on this tab Once updated this information will be used to enter this vehicle into stock in the EasyCars database so care should be taken to get the details correct e Enter the Registration Number of the vehicle you are entering into stock lt Tab gt e Ifyou are a Dealer in QLD enter the check digit lt Tab gt e The Date Acquired will default to the date of the sale lt Tab gt e Enter the Registration Expiry date of the vehicle registration lt Tab gt 42 USING EASYCARS 2000 e Enter the State in which the vehicle is registered lt Tab gt e Groups can be used to help you group vehicle together for reporting purposes If you want to use this enter a Group lt Tab gt e Enter the Built date of the vehicle lt Tab gt e f the Compliance date is the same as the built date you can press lt F2 gt and the date will be entered for you If it is different you will have to enter it manually lt Tab gt e Enter any Previous Vehicle Registration numbers if known lt Tab gt e Other Info can be used to record things such as the Radio PIN number etc lt Tab gt e Enter the Engine Number lt Tab gt e Enter the VIN Chassis Number If this numb
78. egistration Number Please contact Jeal support staff for more information This Yard is Used Only Restricted Licence Sales Limit per calendar month 0 for unrestriced 0 Logo Location al Registration Date 07 09 2009 E Registration Number Pre Paid Support OO f Number Register These items can be changed without affecting the Registration Number at the end of the Logo Location field Loptocatne H See eee eee ee amp eee e pean i iw m gt Public EenyCors p P Name Date modified Type Sze BB Docurment d Gackups D Demo Pictures E Gesite D DenoData Does Ow d bport eae D Liber pool A Teenplate sential am di Upgrades iden D Uplod D Veicie E Oektop web E benam D Pubi bw Go scm be EasyCa Fie one Potue Fes Chew of ec Adding your Company Logo Step 1 In the Registration screen click on the button The Select logo image window will be displayed Step 2 Use the Look in field to select the correct drive and folder containing your logo Note The picture must be of file type bmp gif jog or wmf Step 3 Click on the picture filename 16 USING EASYCARS 2000 Step 4 Click Open The picture should now appear in the Registration screen Step 5 Click Register in the Registration screen Now the options in the Sell screen Finance screen and Vehicle Description Cards can be ticked to include your Compan
79. ensland Eee Type Invoice Printed Canc Acquisitions Western Australia 07 09 2009 C 2 2 g i 07 09 2009 A 3 0 0 Disposals Western Australia 62 USING EASYCARS 2000 The Print Transfer of Registration to Dealer screen will be displayed SS Ts al Print Transfer of Registration to Dealer e Soe Step 2 Select Vehicles to be included atid mio Palier e Only vehicles due to be printed will be highlighted If more vehicles need to be selected click on each vehicle with the mouse 1 AGBSHY 07 09 2009 07 09 2009 P Yes Ne a Ca a as E Select Bulk for multiple vehicles You can enter the Name of person affecting the transfer to be printed on the form e Change the Date sent if not correct Layout Bulk Single Select All Clear All Name of person effecting transfer Date sent O O O pew For a Single Vehicle Note This option will only include the vehicle you currently have on the stock screen Step 1 Click on the Transfer button or press lt Shift gt lt F3 gt The Print Transfer of Registration to Dealer screen will be displayed Select Single for one vehicle e You can enter the Name of person affecting the transfer to be printed on the form Change the Date sent if not correct Click on Print to print the report to send to the RTA Police Book For all stock e Click on Print to print the report to be
80. er is completely or partially the same as the engine number you can use lt F2 gt to duplicate it here lt Tab gt e The make model body colour and trim of the vehicle can be selected from the Lookup List by selecting the v at the end of each of the fields or by typing it in If not already in the list you can add it at this point lt Tab gt e Enter the figure that is currently displayed on the vehicle s Odometer lt Tab gt e Enter the Distance Travelled If this is the same as the odometer press lt F2 gt The distance travelled is used when the odometer is not a true record of the distance travelled eg Odometer replace etc lt Tab gt e Select if the odometer distance travelled is kim or miles e The Engine and Transmission fields can be entered if required These fields will be displayed on the Stock Cards and other reports lt Tab gt e The Description field allows you to enter any descriptive text This text can also be displayed on reports lt Tab gt e fa REVS check has been performed enter the result s status lt Tab gt e Enter the amount in the Allowance field the customer was told they would get for the trade in This will become the consideration given lt Tab gt e If an Overallowance is needed enter it here lt Tab gt e Enter the Estimated Selling Price inc GST as this figure is required to print forms and will be updated on the costing tab lt Tab gt e lfthere is a Payout figure to be sent to
81. from Jeal Execute File Repan GST Update Data Entry Menu x Enter new user password Enter the same password again CHAK CK CIN E EEEE S e Enter a new password then type again to verify Step 3 Click Ok Step 4 Select the functions screens this user can access e fthis user can access all screens select Allow all button This will tick all boxes e If this user can access most screens select Allow most button This will tick all boxes e If this user can access some screens select Allow some button This will tick some boxes e If you are not happy with any of these suggested setting select Allow none and make your own selections by clicking boxes along side the screen you wish this user to access 18 USING EASYCARS 2000 Step 5 Click Ok Editing Users Access Rights Step 1 From the Users screen select the user you wish to change e Make the changes as per the instructions above Step 2 Click Ok Changing User Passwords Step 1 From the Setup menu select Users The Users screen will be displayed e Select the User you wish to change Step 2 From the Users menu select Change password The Enter User Password dialog box will be displayed Step 3 Enter the account name you want to change and then enter the new password in both boxes and click on the Ok button Deleting Users Step 1 From the Users screen sel
82. h the original invoice If this option is not suitable you will have to cancel the sale ensuring you remove disposal date only and correct the selling price and resell Refresh amp F Notice map Transfer Disposal 51 Cancel USING EASYCARS 2000 Cancelling a Sale Step 1 Search for the vehicle see Chapter 4 Searching Step 2 When the correct vehicle is displayed click on the Cancel button The Adjustments Cancellations screen will be displayed Cancellation and Sale must be selected Date rang Preview Hegisteton w Tick here if you do not have to ia SR eee an ee remove all details Cancellation of sale pertaining to the mec E cars nena Number of copies ot edjustment note 4 sale Ensure the Adjustment Type is set to Cancellation lt Tab gt e Ensure the Transaction Type is Sale lt Tab gt e Tick Remove disposal date only if you do not have to remove all information about the sale See matrix on previous page lt Tab gt e Enter the Adjustment Date Care should be taken when entering the date here as you have to consider that you may have already completed your BAS report and received an input credit for the purchase sale of this vehicle e Enter the Salesman who cancelled the sale He will then be recorded in the Audit Trail This is only available with the Auction version of EasyCars lt Tab gt e If you wo
83. ier or VIEW nformetvan E Enter Stock details E Send sales and or receive purchase Fe A T eden avin MPO S TA TA T The Stock screen will be displayed EasyCars 2000 v4 02 155 Demonstration Copy Only No Client Code Stock By Stock Number Vehicle pi File Data Entry Notices Forms Reports JCSEVN Setup Update View Window Help Step 2 Click on the Add vehicle button autem Pa Zs es ma J ste or press lt Alt gt lt A gt Debtor receipts Costing Expenses Vehicle Options ccececesccccecesecesecod The Stock screen will change to Edit mode to allow data entry 21 USING EASYCARS 2000 All fields that are highlighted in green are mandatory they must be filled in before a Form can be printed for display in the window of a vehicle It is best to enter as much accurate information as possible now You can however go back and add more details or make changes at a later date Press the lt Tab gt button to move to each of the fields Pressing the lt F2 gt function key will enter today s date in the date fields or can duplicate information where appropriate EasyCars 2000 w4 02 155 The Professional Car Dealer Chent Code 1490 User Master Account Stock By Stock Number Vehicle Count 1 SH File Detatntry Notices Forms Reports XSEVN Setup Update View Window Help a Date range Update REVS Advertising JCSEVN Search Quote a A EasyCash Sock Reports _ NewPO Prev P
84. inting Step 4 Click the Print button to print the report Description Cards Only available to users with Easy Cars 2000 1 Description Card s Seck NalFiea Evin Na Make miee enue es AGES IMITSUBIGHT TRITON 7 09 200 Description Cards are used to generate web pages that you can use when aI 20 PEUGEOT 205 07 03 20 creating a web site For Multiple Vehicles Step 1 From the Reports menu select Description Cards A u 1 1 i j a The Print Description Cards screen is displayed and the Vehicles tab is Selecta Clear Al ready for selections to be made rere ae Dalat eis id e Asa default all Unsold vehicles will be selected If you want to change this click on the Clear All button then select the vehicles required with the mouse e Enter the Name and phone number of a contact person if required Step 2 Select the Options 1 tab to determine what you want printed on the report and web page e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included Step EL Print Vehicle Description Cards ES 3 Select the Options 2 tab to aw sw Preview Pint Emal determine what header you want Vehicles Options 1 Denz p ons Web pages printed on the report lalala slale Bl z amp CustomHeading e Using standard word processing skills y
85. ist is ticked This is located in Setup and Options tab Vehicles sold to other dealers are not added to this list IMPORTANT NOTE e If entries are missing from the mailing list click on Update e A Message may be displayed Click Yes to continue updating the mailing list To Print Mailing Lists Labels Step 1 From the Mailing List Edit screen select the Print button The Print Mailing List will be displayed Ect Delete Updste Ratresh Find Query Browse Print Previous gt ea Step 2 Check all relevant information boxes for your desired Mines PLN View recsed result for printing labels Step 3 Click the Preview list or the Preview labels button to view the labels and or list before printing Step 4 Click the Print list or the Print labels button to print the report and or labels To Export the Mailing List Step 1 From the Print Mailing List screen select Preview List or Preview Labels Step 2 Click on the File menu and then select the desired output format e g TEXT PDF RTF or EXCEL e Enter the path and file name for your export Important Note Always remember the folder that you saved this export to 80 USING EASYCARS 2000 Toll Forms The toll form feature needs to be activated before a user can access it Activating must be done by a JCS staff on their client software Step 1 Search the vehicle you want to print the toll form for Se
86. ld Stock Repor ONIY inore a aa a r e r 66 Stocktake REDON ar o N ER 68 Unsold SO KREDO ane A E A E 68 Acquisitions General stock lists sseeeeeeseesseseeeeerressssssssssssscerrerrenssssssssssesecerrrrenessssssssseeeererr 68 Proton SOIG SLOCK REDO an a a E T A A T A 69 Dentor REDORU asni ea a a a a a a o a 69 Payments Received on Sold Stock aryersorissrosera tansan n R A EA NS A RE OAR NATIN 70 Salesman s COMMISSION RepOfrt essssseseseseessseeresrtessrtrssrtessrerssrtrssrtrssetessetrssetrssetesseteseeteeseeeseeee 70 Salesman s Average Profit REDO ensure E T A ee ns 70 IV ORG PIS acc E A T A sues uae EA trace oe ean nad ET aes ae T O es 71 Flooran Outstanding REDON rasara A r A AAE AES 71 Creditors Outstandine REDOT aimi a a a tines 71 Floorplan Creditors Repayments Report sessssssseenesssssssssssssssettrrrrerresssssssssesterrrrrerssssssssssees 72 Matched Debtors Creditors Re DOU sisce ss hac us sporti cdtsat vanresaciuee len tasptosd coeances anphadte uses opteneees 72 Accrual Basis Report GST Business Activity Statement cccccceeeccceecccescccesecceeeceeeeceeeeeeeeees 72 Cash Basis Report GST Business Activity Statement eeseesseeseeeseressrersrererrssrersrersressressrrsseerss 73 GST Transactions DY StOCK NUMDE ssia A r ie oaldtaaas eased 74 BVOWSE GST AIS ACCIO INS wis sacayscite staat paseinsies tac icu nds ous aus esas euaionces Inigo dee ce aniciw cba nea ease Rae ERNE J3 Expenses Orders War
87. ling the vehicle to another dealer you should select W lt Tab gt If you require EasyCars to print the RTA disposal notice tick Print Disposal Rego Transfer lt Tab gt If the vehicle is being sold to a private person enter their First Name into the First Name field lt Tab gt If the vehicle is being sold to a private person enter their Last Name into the Last Company field If the vehicle is being sold to a dealer enter their Company name into the Last Company field or select from the list provided lt Tab gt Enter the Address details for the purchaser lt Tab gt If being sold to a dealer enter their dealers licence number in the MD field lt Tab gt You can enter the purchaser s Drivers Licence and DOB if known lt Tab gt If being sold to a dealer enter their ABN if known lt Tab gt If you don t want the purchase cost of this vehicle to be shown on the sell screen tick the Hide purchase cost box This is helpful if the customer can see what you are entering lt Tab gt If you are to receive a trade in as part of this sale select the tax status here for the Trade In most circumstances this will remain at Non Registered as you don t usually get trade ins from other dealers See Chapter 4 for more information on tax status lt Tab gt If the vehicle being sold is to go into 2 names enter the Name and Address details for the joint purchaser lt Tab gt Enter the Salesman who completed the sale This information can be u
88. local backup copy onto another disk drive on your network 88 USING EASYCARS 2000 Step 1 Click on the File menu Step 2 Click on Make a local backup copy The save local backup copy window will be displayed Step 3 The Save as dialogue box will automatically default to Safety and Backup of xxxxxxxxxxx mdb x being the name of your database Click on Save Telephone Support and Program Maintenance The importance of Telephone Support and Program Maintenance cannot be stressed enough IT IS VITALLY IMPORTANT TO YOU AND YOUR BUSINESS What it covers Firstly telephone support is to provide you with upgrades Upgrades will be made available whenever EasyCars is modified enhanced or it has corrections or bug fixes Some major upgrades may incur a charge To avoid time wasting problems it is critical that you obtain every upgrade as soon as it is released Upgrades may be produced as often as once a month The upgrades are placed on the Internet where they can only be accessed by those dealers who have a current support plan with us Secondly telephone support is to guide you through problems and help you to get the most out of EasyCars 2000 We will guide you through any procedures that you have not yet become familiar with We will also answer questions about any facet of EasyCars We will take serious notice of any suggestions that you put forward and quite possibly modify or enhance EasyCars 2
89. lower section with the name of the G Saceydy faces foeice gt sae 1 Autoline MIN Aha _ Pice a Wholesale Price IT advertiser you are getting set up for 5 eam a Send Pictwes oO ne ns se laut capila 1 gt Jj Step 2 Enter the Username Password and or Dealer ID moe depending on what is required Step 3 Click back on the To Send tab You are now ready to send for this advertiser beato r guakka Next Selection Next Invalid Selection Sending to Advertisers Step 1 Click on the Advertising button The Vehicles Transfer Selection window will appear showing your vehicles Step 2 Select the vehicles to be sent to your advertisers by clicking on the registration or stock number of that vehicle A selected vehicle will be coloured blue You can select all vehicles by clicking on the Select All button and unselect all by clicking on the Clear All button Step 3 Select the advertisers you want to send to in the To Send tab click on the icon of the advertisers you want to use on the left and make sure its tick box is ticked To send the information click on the Create and Send button To check the status of your advertiser un tick the icon of the advertiser you wish to check status on and tick it again and you will see the icon of the advertiser you selected in the top right hand corner If you click on the Check Status button a webpage will be opened with your Internet br
90. m one office to another and it no longer works it will almost certainly be one of the cables are not plugged in correctly unless you dropped the computer on the way If you have just moved your computer from one yard to another by car truck or bicycle and it no longer works it may be that one of the internal cards has come loose from the main board This type of service call should be directed to the supplier of the computer If you have recently changed the location of the printer ask yourself has it worked correctly since it was moved Have the cables been reconnected properly If the number keys on the right hand side of your keyboard are not printing numbers on the screen check that the lt num lock gt light is on see the indicator lights in the top right corner of your keyboard Telephone Support via Internet Alert us before attempting to activate telephone support We must prepare a computer in our office before you can connect to it Using Remote Admin A JCS technician can connect to your computer through two methods Logmein Rescue and Remote Client Logmein Rescue On your internet browser visit the www logmein123 com website You will then be asked to enter a 6 digit pin code This will be given to you by the JCS technician When the code is entered hit connect to technician A prompt will appear asking if you want to download this file If the download does not show up it may be because pop ups are blocked on your
91. me modems have two sockets in the back of them one that goes to the wall socket and is 91 USING EASYCARS 2000 marked LINE and the other that is used to connect a handset and is marked TELEPHONE Do not plug the lead from your wall outlet into the wrong socket in the back of the modem 92
92. mount Any vehicles entered into stock after the change will have the new amount Step 5 Select the Glasses tab e Make sure the Glasses guide is used for data entry by ticking this box e Make the Glasses matches 15 before showing the select NVIC screen for best performance when using the Glasses information service Step 6 Select the Internet tab e The information that is already entered here is to allow you to send your data to Jeal Computer Services and should not be changed unless instructed to do so by Jeal Computer Services Step 5 Click on Apply Step 6 Click on OK GST Step 1 From the Setup menu select GST This option allows you to change the GST Tax rate in accordance with Government guidelines At the time of writing this was 10 Note For information about GST compliance within this program see the GST Help section which can be found under the Help menu Step 2 Click on Apply Step 3 Click on OK Registration When convenient contact Jeal Computer Services Pty Ltd on 02 9623 6403 for your registration number You will be issued with a password Click on the Setup menu and select Retrieve Registration from Jeal You will get a firewall prompt click continue Enter the password and click ok If you don t have access to the Internet you will need to follow these steps Step 1 From the Setup menu select Registration 15 USING EASYCARS 2000 EasyCars 2000 v4 02 155
93. n Company Name fif applicable Note Auttto fill section State Postcode r Responsible Party l C New owner 0 Previous owner Clear and let me type details Important eee o This section will be generated automatically Ale arid time 0d OF disposed of the vehicle depending on the status of a vehicle Sumame Given Hamels Pim Stock Previous Owner selected Compani Name I cables Acquisition details are ABM ASCH if applicable Address Suburb State displayed on the fields R ih New Owner selected Disposal details are Postcode displayed on the fields County Australia Ii Driver Licence Na Date of Birth State of lesue x Select Clear and let me type details if the details are not in EasyCars i have attached evidence of sale of disnosal 82 USING EASYCARS 2000 Chapter Chapter 8 Bulk Sale and Purchase Options Only available to users with Easy Cars 2000 Pickups Quick Acquisitions Step 1 From the Data Entry menu select Bulk TS Bu Pickups oes Data Entry then select Pickups Quick E Acquisition then Enter Pickups First Name Buyer Acquisition salesman Group oe J Reference How Acquired The Pickups screen will be displayed with the Aliw DateAcquied 09092009 f F
94. n doing 4 proposal sale save any trade ins to the stock file as o proposed trade in Default REYS Check On Acquisition On Disposal None For Consignments Transfer to creditors at time of acquisition O For commission basis consignments default to Non registered gO For Consignments default to Commission basis GST Registered Acquisition Agreement Private Accounting Stock on Hand oO Default expense s to be added when a new vehicle is acquired Paid To Amount Tax Iny Tax Amount R i 4 gt OK Cancel Apply e Options x l Clients Glasses Web pages Internet Other General Display Stock Entry Selling Automatically transfer Acquisition Cost to Creditors The Mailing List Edit screen will be displayed To view the entries in your mailing list you can do so by several options e To view all listed in your Mailing List select Browse To view only one listing at a time select either Find Previous or Next To filter out particular purchases or vehicles select Query For more information regarding this see Chapter 4 Searching section e Once you have located a contact you can either edit or delete the entry by selecting the Edit or Delete button All entries in this list are created automatically whilst selling vehicles provided the option Automatically add purchaser details to mailing l
95. n to the Print option Destroy any incorrectly printed forms immediately 2 Preview did not show forms After closing the preview window the Notice Errors lt Alt gt lt N gt screen will be automatically displayed if no forms were produced unless you selected No Forms on the Invoice Notice screen Sell Vehicle s DL 12345 Buyer Vehicle s Trade in 1 Trade in 2 Invoice Notice Invoice text Contract text Notice errors If a Notice did not print it is because the following information is changed or missing Engine Number IN Chassis Number Address Disp 1 There is no current Notice on file e This screen displays the reason why no Forms were printed e Go back through the sell screen and complete the required information Information that appears in brackets are not mandatory Police Book information and does not have to be entered in order to print forms however it is best to have this complete Once the changes have been made you can preview and print the forms and invoice s 3 Update without printing forms If the Invoice details are correct but there are no forms to preview and you have also checked the Notice Errors and have an error that says there is No Current Notice printed or there is missing information you 46 USING EASYCARS 2000 can still update the sale and print the invoices You will have to make changes possibly resulting in a New form to be printed and print the F
96. nce is either Last Name Company Acq 1 or Dealer Licence Acq 1 Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Debtors Report Step 1 From the Reports menu select Sold Stock then select Debtors The Print Debtors Report screen is displayed e This report will list money that is owed to you for vehicles that you have sold e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report e By changing the print sequence to be either Last Name Company Disp 1 or Dealer Licence Disp 1 you can easily see the total amount owed to you by Dealers or private persons e If you have vehicles listed here that have been paid either in whole or in part you will have to return to the stock screen and record these payments This is done on the Debtor Receipts tab See page 48 for further information on this Step 2 Click the Preview button to view the doc
97. nsure the Transaction Type is Purchase lt Tab gt e Enter the Adjustment Date Care should be taken when entering the date here as you have to consider that you may have already completed your BAS report and received an input credit for the purchase sale of this vehicle Step 3 Click on the Options tab e Depending on what you are doing with this vehicle are you really returning it or just cancelling the purchase to make further changes select or deselect the When returning a vehicle to original owner options This doesn t apply if you use EasyCash Pro with EasyCars s Confirm p Step 4 Click on the Update button You are about to A message will be displayed confirming the cancellation If Transfer the original owner details to the disposal screen Cancel any existing invoices you are happy to continue select Ok Remove costings including acquisition cost Remove orders warranty 3 You will now be returned to the stock screen the vehicle l c will show as Sold with the How Sold Disposal tab being No Sale Adjusting a Sale Purchase Amount Step 1 Search for the vehicle see Chapter 4 Searching section Step 2 When the correct vehicle is displayed click on the Cancel button The Adjustments Cancellations screen will be displayed Adjustment and either Sale Purchase must be selected e Ensure the Adjustment Type is set to Adjustment lt
98. nter the Inspection Rot number for vehicles requiring this lt Tab gt e Enter the Report Date You can use the lt F2 gt key if it was today s date lt Tab gt e ifthe customer purchased any Extras at time of sale enter them here now e Receipt any money you have received from the customer for a deposit here now Enter any money you have paid to the customer as a negative amount This will show on the Receipts screen If you wish this to show on the invoice and be deducted from the amount owed ensure that the On Inv field shows Yes Note If more than 1 vehicle is to be included repeat the above steps selecting highlighting a different vehicle each time The Sell Price and Odometer Reading must be filled in for each vehicle being sold Step 5 Once all details are entered click on the Trade in 1 tab or press the lt Page Down gt key or press lt Alt gt lt 1 gt Complete the details on the Trade in 1 tab if required Sell Vehicle s DL 12345 Setup Update Preview Buyer Vehicle s Trade in 1 Trade in 2 Invoice Notice Invoice text Contract text Notice errors StockNo wel Geel RE Seqistration disables Registration Expiry IS Make xd Modell gt Model Year x rode Variant Built Date feo Compliance Cylinders O Other Info oOo O Kim Miles SWE o g Estimated Selling G Allowance Overallowance Price inc GST Not done Passed Failed Le Payout D
99. nts will be saved on exiting of this screen Step 7 Click the Preview button if you want to check before printing Rich Text Format Files tf EE Note Printing cannot be done from the Preview screen Close the window by clicking on the File menu and then Exit or click on the x in the top right hand corner Step 8 Click on the Print button e After confirming that the correct printer is being selected click on Ok e The report should now be available at the printer and should be checked e If they printed correctly answer Yes to the box that now will being displayed on the screen e If they did not print correctly answer No Printing Reports Only available to users with Easy Cars 2000 users with Easy Cars Lite have an Unsold Stock Report Only Most of the standard reports with EasyCars are generated using similar printing options and are self explanatory To avoid repetition here we will outline the basics that are used by most reports We will highlight any exceptions to this on the individual report Previewing and printing the reports are all done in the same manner Report Selection Criteria 66 Report Date This is the date that will show on the report as the date printed This does not have to be the same as the Date From Date To As at Date The date you want data to be included to Note on Selecting Dates If the date you wish to enter is today s date press the lt F2
100. om m Trust Data Entry screen ready for input my E Venphans a Div 153B Agreement oO eat ope Step 2 Enter the relevant data to bring this Sen O o vehicle into stock 2 ea aei a O Tax Invoice provided Default expense for each vehicle O Private accounting Stock on hand Print acquisition registration transfer Amount inc Gsf 0 00 e The cursor will default into Ly Se tee nisi Bo Rate Loy x anes mount 0 a Last Company field If the vehicle was jae fees emia ele E brought from a dealer simply start typing Vehicle Rego Make Model Modelear ModelVariant State How c their name Strike the lt Tab gt key when the correct dealer is highlighted e f purchased from private person hold the lt shift gt key and the lt Tab gt key at the 5 same time The cursor will move back to First Name field Complete the name and address details e Note If the ABN number is not valid an error message will be displayed Click Cancel to ignore or Retry to correct e If vehicles are consignments from other dealers and you have the tick box marked GST Registered agreement the vehicle will be treated like a purchase when calculating GST records e Note If How Acquired is P for purchase Tax invoice provided will become available for selection e f Commission basis is selected and Non Registered the buyer of this vehicle will not receive a tax invoice therefore cannot claim an input credit until they sell the vehicle ie Notional input credi
101. omer copies via modem C Email customer copies via Internet C For all option ensure that the printing options and margins are correct These usually do not change once they have been set d4 USING EASYCARS 2000 Options Number of invoice copies Top margin inches Print heading Custom text Left margin inches Bottom margin finches 0 50 Right margin inches 0 00 eading Print borders Print invoice message ONNOOOeH Print conditions of sale If selected the Name and If selected the If selected the heading If selected the Invoice Address details as entered in conditions of sale as as entered in the Invoice Message text as entered the Registration screen will entered in the Invoice Text screen will be in the Invoice Text be printed in plain text as a Text screen will be printed as a header on screen will be printed in header on the invoice printed on the invoice the invoice the body of the invoice Step 8 Once all details are entered click on the Invoice Text tab or press the lt Page Down gt key or press lt Alt gt lt T gt Complete or check the details on the Invoice Text tab Most details on this tab will not change once they have been set e Ifyou like to have a fancy header on seli vehicle s 0L 12345 8 your invoice these can be created in Setup Update Preview Print SO the Custom Heading section using standard word processing skills with the icons
102. ore than 4 days In stock 4 to 4 days In stock 3 to 3 days In stock 2 to 2 days 1 I MITSUBISHI TRITON MX AGESHY 07 Sep 09 1 387 82 155 45 Acquisition Acq Cost KEUN Export Data from the File menu Close the Report by i clicking on the X 2 01 94 PEUGEOT ABC123 07 Sep 09 TRET TEET TEET TEET TETT Current Stock Printing specific pages only If you only want to print specific pages of a report this can be done by first previewing the report to determine the page number s Eroen 1510 on ks __ _ W h en th ep rint d ia lo g box iS d is p ayed enter th e page Microsoft XPS Document Writer f dab Send To OneNote 2007 number s required In the example shown below there are 3 pages to the report and only want to print the first page have also requested 2 copies Page Range CA C Selection Current Page Pages 1 2 I Collate t i f Sali Aal Enter number of Enter either a single pag sumber or a single ijl 22 3 3 i i page range For example 5 12 copies required Select the page number s required Viewing data in graph form Some reports allow you to view the results of the report as a graph If the report you are using utilises this feature there will be a Graph button on the toolbar ZezeESEPIAASeesager 42428 L i EEE E EREE REE ER ERCE A Bx Ss 6 GO GS 7 HO OS 6 Tl
103. orms from the Notice icon To do this display the vehicle you are working on on the Stock screen Refresh e Make and save any changes if required E gt Notice e Select the Notice icon on the right hand side of the screen Fae i Print Forms Transfer es a S ee a Setup Preview Print Disposal Gptions Advanced c Sell Stock Number 2 Rego ABC123 Make PEUGEOT 205 B Built Date 01 94 Distance 123 456 Sell 3 000 00 Return This Form Date affixed 07 09 2009 H NEW form Info Missing information lt None gt e Ensure the correct Form number is selected and that there is no Missing Information that needs to be completed e Select the Print button then print the NEW form and answer YES to Did the Notice print correctly You will now be back at the Stock Screen e Select the Notice icon on the right hand side of the screen again This time the option to print the Customer and RTA copies should be ticked depending on the Form required eg Form 4 there is no Customer Copy e Select the Print button then print the form s and answer YES to Did the Notice print correctly You will now be back at the stock screen 4 Do Not Proceed cancel Select to close the Sell Vehicles screen e You can do this by either clicking on the X in the top right hand corner or by clicking on the icon in the top left hand corner then Close e Answer Yes to the dialog box displayed
104. ort screen is displayed e Thesalesman who acquired and or sold the vehicle must be entered on the acquisition or sale screens must be included in the report 70 USING EASYCARS 2000 e For commission percentages to be calculated you must enter the salesman s commission on the Salesman s Lookup List see Chapter 3 for further details on this e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report e If the Print Sequence is set to Acquisition Salesman Acquired From the report will show whom the vehicles were purchased from and the profit when sold e If the Print Sequence is set to Disposal Salesman Sold To the report will show who the vehicles were sold to and the profit when sold Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Invoice List Step 1 From the Reports menu select Sold Stock then select Invoice List The Print Invoice List screen is displayed e This report will list invoices that have been produced for vehicles you have sold e Select to print All Invoice types or specific types only Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Floorplan Outstanding Report Step 1 From the Reports menu select Floorplan Outstanding The Print
105. ot available when selling to dealers click the Options tab and make sure the tick box is ticked e Date sold will default to today s date you can change this if required e How disposed will automatically default to A for auction Change this if it is needed e Salesman will default to the last salesman s code used If left blank no name will be printed on the form 7 Tip Consider entering the employee who is completing the sale as a salesman set too not active for commission purposes This will then allow the name to be printed on forms e Enter Inspection Rpt number and Report date if needed e Odometer now will default to acquisition odometer reading This can be changed if needed Step 3 Click on the Save button or tab to that button and strike the enter key e That vehicle is now held in the pending sales Ayaan list waiting to be printed Once printed the o Setup Preview ist_ Print st__ _ Preview Pint al sale is finalised Sale Invoice Options Invoice text ast Name Compan Dr Stock ego ake ode elling Price Tax Rate E A EEN CON enter the next vehicle Step 4 Click on the Invoice tab to print Invoices and Forms e Selecting the Print all button will print all outstanding invoices and forms e f only certain vehicles need to be printed use the mouse to select that vehicle then select Print L HLL E Z Hatori G Sa eos copies via a Nurnber of r5 e
106. oth be checked before printing to determine what will show on the report e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Profit On Sold Stock Report Step 1 From the Reports menu select Sold Stock then select Profit on Sold Stock The Print Sold Stock Profit Report screen is displayed e There are 2 pages to this report selection They should both be checked before printing to determine what will show on the report e Use the mouse to select or deselect the fields you want included in the report Any field that contains a tick or a dot will be included in the report e By changing the print sequence to be Last Name Company Acq 1 you can easily see the profit made on vehicles that were purchased from either private persons or wholesalers e Subtotals will be included if the print seque
107. ou can enter a heading for your report in the Custom Heading area This heading will not be By 7 U2 e amp lt displayed on a web page The details Vendor Comments from your registration screen will be This is a GREAT car aie i The Professiona ACN 111 222 333 MDL 6543210 If you would like have ptions Print heading E RESE o additional text on the report it can be Standard text Full width picture on card Oo entered in the Vendors Comments Custom text O giii Top margin finches ooje area This text will not appear as part E g Left margin inches Jo of a web page Must be selected for your custom heading to be printed on the report Must be ticked for Vendor s Comment to be printed on the report 77 USING EASYCARS 2000 a El Print Vehicle Description Cards Step 4 Click the Preview button to view the document E before printing Setup Preview wi Email Vehicles i Options 1 Options 2 Web pages aa ore iter drit Step 5 Click the Print button to print the report Style sheet C Users Public E asyCars T emplates ecS ample css Step 6 Click on the Web Pages tab HEAD e Leave all defaults as they are unless you are experienced in this area BODY top of page C Users Public E asyCars T emplates ecT op tpl n BODY end of page C Users PublicSE asyCars T emplates ec
108. ou can press the lt F2 gt key and the amount will be entered into this field e Enter any withheld amounts and then e Check the GST rate field Step 4 Select the Preview button to check if details on Invoice are correct Status check Step 5 Select the Print button to print the Invoice Did the invoice print correctly e A message will be displayed If you answer Yes to this the floorplan will be updated e If the bailment tick box had been selected then the vehicle should now show as Bailed in the top right hand side of Stock Screen Step 6 Select the Update button to finalise Floorplan e This step is not required if you have printed the Invoice and answered sate i Yes to Did the Invoice print correctly e If the bailment tick box had been selected then vehicle should now show as Bailed in the top right hand side of stock screen How to make a curtailment payment for a car on Floorplan Only available to users with Easy Cars 2000 Payments can be made through the Cashbook if using EasyCash Professional alternatively Step 1 Select the correct vehicle See Chapter 4 Searching for more information on this 34 USING EASYCARS 2000 Step 2 Select the Floorplan tab then select the Edit button or press lt Alt gt lt E gt Debtor receipts Costing Expenses Orders War
109. ould this expense be included in your BAS report If you have said yes to having a tax invoice this should also be ticked You can still elect to have this expense appear on your BAS report even if there was no GST involved eg RTA transfers lt Tab gt e The GST amount does not have to be entered if the tax rate is set to 10 This will be the default if you have ticked the Tax Inv box lt Tab gt e The Amount Ex GST will be automatically created lt Tab gt e If this expense has already been paid enter the Date Paid lt Tab gt e The GST Rate should only be either 0 or 10 current GST rate at time of writing lt Tab gt e You can enter the Reference of the payment here eg Cheque number lt Tab gt e The description field allows you to enter a free text comment eg Nature of repair lt Tab gt e More than one expense may be added at this time Once the stock record has been saved the Total Expenses value on the Costing tab will be updated with these values The Orders tab Note Orders and Expenses will be transferred to EasyCash Pro only if they are added by creating a Purchase Order An Order is much like an Expense except that no work has been carried out or possibly not ordered Orders are entered in the same way as Expenses Once they are marked as paid they will become a Paid Expense Once the stock record has been saved the Total Orders value on the Costing tab will be updated with these values The Creditor Payments
110. owser showing the status of your vehicles sent to the particular advertiser selected in the top right Notes In the To Send tab if you click on one particular vehicle it will display that vehicle s details on the right hand side Vehicles sent to advertisers can include photos and a description This can be changed by editing the vehicle in the Stock screen under the Options tab You can also choose what type of info you want to send to the advertisers such as the Colour and Descriptions by going to the Setup tab and in the Send Don t Send section click on the Select All button under the name that you wish to select You can also omit certain features by clicking on the Unselect all button under the name you wish to omit While in the Setup tab there is also an Extra Description box which will be displayed on every car advertised 56 USING EASYCARS 2000 EasyCars Car History Report uploads for dealers with a JCS website 1 EasyCars has two tick boxes at the bottom of the Web Pages tab in the Setup Options screen Stock Entry f Selling Glasses Internet l Other Automatically select newly acquired USED vehicles for sending to your web page K K Automatically select newly acquired NEW vehicles for sending to your web page Automatically select newly acquired vehicles for sending to your preferred Advertiser KI KI Automatically search vehicle description for features to be marked automatically Automatically m
111. p down box provided payment Last Company i Address cw e A gt f m emery REE E Pate Enter or select Date of the payment 03052005 s0 er mr e Enter Cheque No used to make this payment Stock Rego Acquired Tota Paid Due _ The lt F2 gt function key will automatically transfer total creditor amount as the Total Amount of this cheque T e Selecting the Auto Allocate box will automatically Total Creditor Amount Due sooo AO O Cancel allocate as much of the payment as possible e If you do not tick the option to auto allocate you will need to manually enter each amount on individual cars Remember to click Save button once amounts have been typed in Bulk Payment Receipts Audit trail Step 1 From the Data Entry menu select Bulk Data Entry then select Bulk Payments Audit Trail The Bulk Payments Audit screen will be displayed e All payments receipts will be listed with corresponding allocations to each vehicle and or unallocated amounts e To preview or print selected receipts payments highlight the record by clicking with mouse or use the arrow keys to select All corresponding records on that date will be grouped together for preview or print 86 USING EASYCARS 2000 Click Preview to see if the information is correct and presented appropriately and when satisfied click on the Print button Old records may be deleted by highlighting the payment
112. ple all Black Holden s then repeat the above steps choosing the appropriate Fields Operators and Expressions Select the And button if you want both conditions met or select the Or button to match either condition Step 6 If required select the order in which the filtered vehicles will be displayed by clicking in the Select Order box and choose the desired field Step 7 If you wish to use this query at a later date enter name in the Query name field and then click on the Save button Clear Edit Get Query View ee Cancel 38 USING EASYCARS 2000 Step 8 Click on the Run Query button to view the selected vehicles You will now be taken back to the main stock screen The very top line of the EasyCars screen will tell you that you have a Query running The same steps are taken when selecting data to appear on a report Cancelling the existing Query To display all the vehicles in your EasyCars 2000 database you need to cancel the query you have created Step 1 Click on the Query button or press lt Alt gt lt U gt The Query screen will be displayed Select the first field to use or click Get Query to use a previously saved query Fields Operators Value or Expression Stock Trading Stock Select where Order by Select Order P lt None gt Stock Category Stock ard Code Ctaelkl Mesler inance Query name C Cear Edt GetQuey wew Save
113. provided If you require your banking details 3 or other additional text to appear The Professional se nann anm of s arasnnaen on the invoice this can be entered in the Invoice Message section m A standard Conditions of Sale has For Direct deposit Banking details are as follows been entered as a default If you wish to change it you can do so Invoice Conditions of Sale e Note For these options to be used No title to the vehicle sold shall pass to the Purchaser if on the invoice you must select a Any cheque paid by him her in part or full payment for such car is dishonoured or h in th h b The title to the car traded in by the Purchaser in part or full payment is not free of all defects and encumbrances or them in the print options on the c In the event of financial accommodation being required by the Purchaser any finance company declines to accept the Purchaser as a customer Previous page Until the whole of the foregoing conditions or such of them as shall apply to the transaction shall have been fulfilled the Purchaser shall hold the vehicle sold as bailee only Step 9 Once all details are entered click on the Contract Text tab or press the lt Page Down gt key or press lt Alt gt lt C gt e A standard Contract Text has been entered as a default If you wish to change it you are free to do so e Note Invoice Type must be set to Contract to enable this
114. r is not paying for all cars purchased Remember to click Save button once amounts have been typed in NOTE By ticking the auto allocate box once you have selected the receipt number you want it will then automatically allocate that amount to the Bulk Receipts Audit Trail where you can print the receipts Viewing Receipts Audit Trail Step 1 From the Data Entry menu select Bulk Data Entry then select Bulk Receipts Audit Trail Bulk Receipts Audit kada Setup Preview Print The Receipts Audit Trail S displayed e All receipts that have been generated can be viewed from here You can also print receipts from that screen by highlighting the car you want a receipt for and clicking on Print ae e The receipts print out individually not in bulk 7 Tip Once you highlight the receipt you wish to print off just underneath that it tells you what vehicles are included in that invoice number so you can work out if that s the one you want Bulk Payments to Creditors Step 1 From the Data Entry menu select Bulk Data Entry then select Enter Payments to Creditors Q Payments to Creditors Ece Th e u Data entry Payments to Creditors screen is displayed Select a pickup for Or select a previous ansie Ceo Select a pickup number for payment and or select a Orset Fte sssssssSsSsSSF previous receipt for re allocation or choose a creditor name from creditor for the dro
115. ranty Expenses RepOrt sssssrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrren 75 Warranty Profit ieena aaia A a a a a a aa aai a 75 Incomplete Police Book Notice Information woo ceeeeeeeeceecccccccccsssseseeeeesessesesceceesseeeeeeues 76 SOCIO oars haces ets acueach Stes uct ansous ore senanecauol E O 76 Only available to users with Easy Cars 2000 cccccccccccsececccccesseccsceueseecsseueseessseuueesseeanes 76 Description Cards Only available to users with Easy Cars 2000 cccccccccccceeeeccseeeseeseees 77 Manne LIStS sition cnt wan einkninntknncen Gio acti eatin ene enGkn 80 ME OM TOUS oaceusSccedeuceclccvaccdoascenessuasatcacesshsuvcceutueteaesessets a 1 CHAPTER 8 BULK SALE AND PURCHASE OPTIONG sccceesnnneeeennneenennnnes 83 Only available to users with Easy Cars 2000 cccccccccccsesecccccesseecscceeseecsseuueeecsseuueeseesenes 83 Pickups QUICK ACQUISITIONS eis relereit trie cterarvelintelanta ea aslgbiaseotaraiees a a ai 83 sales INVOICINE acta serie toca cer a Sh cada a racing oa sans a e a a 84 BUNK REECE DUSixsiea3 codtnattoacatch tvanboatveatsnc ecabesisiral whan baaseuet waowaech evades a 85 MIEWING Recan C AUG Ite I hall ustirean Galadcnsathieuastotieca E AE 86 Bulli Payments to Creditors ineen cee tte aerate uag eee eget Cowes Mee teats a 86 Bulk Payment Receipts AUCIET Alls iyin ic Aiud dover cteinceds Mian sed ansdh lauienehcniebe Misch andtasidy usted 86 CHAPTER 9
116. ranty expense Notices Invoices Vehicle Options Memo Acquisition i Creditor payments Floorplan Disposal Reference pate 07 09 2009 i Amount 1 234 00 Withheld H Bee Repayments sooo GST rate 10 00 x GST 112 18 a ee 1 234 00 ITC on first curtailment 0 Floorplan Date PaidTo Amountinc GST Reference Payment Description e Click on the Add button The Add Floorplan window will appear Add Floorplan Payment Amount inc GST 0 00 Reference e Enter in the Date the payment was made If the payment was made today press the lt F2 gt key otherwise enter the correct date e The Paid To field will default to the Finance Company as entered during the Floorplan setup e Enter the Amount Inc GST that you have paid e A Reference number can be entered if required e A Description can be entered if required e Click on the save button Step 3 Again click on the Save button or press lt Alt gt lt S gt e The Repayments made and the Floorplan Outstanding will be updated by this amount e When you pay the curtailments you effectively buy the vehicle back from the Finance Company You can claim an Input Credit for the curtailments paid but when you claim these input credits depends on your contract with your Finance Company You cannot claim Input Credits unless you have a tax invoice from the Finance Company IMPORTANT NOTE For more information regarding Floorplan cur
117. re Version Information to JCS Your Version Latest Version Update Program EasyCars 2000 There are updates ready for you to download Would you like to download the updates now e Select Yes to continue The download will now begin Download Complete Download Complete Do you wish to install now Step 4 When the download is complete select Yes to install now If you select No and do not specify otherwise the new exe file will be saved to the directory your data stored in a folder named Upgrades If using Dial up Internet remember to disconnect Note Ifyou are running EasyCars on a Network each computer in that network MUST be running the same version at all times So don t forget to upgrade ALL machines Simply go to the menu Update and then select Install from network 20 USING EASYCARS 2000 Chapter Chapter 4 Using EasyCars 2000 When you have finished setting up EasyCars 2000 it is time to start using the program EasyCars 2000 allows you to enter information search for specific information send and receive information and print out relevant information Entering Information Adding Vehicles To add a vehicle into the EasyCars database you need to get to the Stock screen Step 1 Click on the Data Entry menu and then click Stock EasyCars 2000 v4 02 155 Demonstration Co Notices Forms Reports amp What do you want to do tod p
118. re should EasyCars 2000 be installed Q Setup will install EasyCars 2000 into the following folder To continue click Ne if you would like to select a different folder click Browse If you are familiar with Browse directories then you may wish to change the installation directory however we do not advise this Except if you have Windows Vista The directory must be At least 78 2 MB of free disk space is required C Users Public EasyCar S i Se TT Step 5 A prompt will ask you to install EasyCars 2000 to the destination folder C Program Files EasyCars If this is acceptable to you select Next If you use Windows Vista or Windows 7 we suggest using C Users Public EasyCars Step 6 You will now be asked which additional tasks you would like to be performed during the installation Leave the Create a desktop icon ticked and an icon will be placed on your desktop to allow easy access to EasyCars 2000 The Create a Quick Launch tick box will add a shortcut to EasyCars 2000 in the Quick Launch Toolbar i5 Setup EasyCars 2000 Select Additional Tasks B Which additional tasks should be performed Select the additional tasks you would like Setup to perform while installing EasyCars 2000 then click Next Additional icons aa edea t lt Back lL Net gt Cancel Step 7 Click nstall to complete the installation Step 8 Click Finish to exit
119. s and from the File menu select Send data file to Jeal Get Data from Jeal Step 1 Make sure you are connected to the Internet Step 2 Start EasyCars and from the File menu select Get data file from Jeal Car History TO BE COMPLETED Step 1 From the File menu select REVS Check Step 2 The REVS Vehicle Check screen will be displayed and the Check screen will be ready for selections to be made Fe d k Date range Update Car History Advertising 55 USING EASYCARS 2000 Advertising Setting up for Advertising ait REVS Advertising JCSEVN Search EasyCars can send your vehicles to various online advertisers To get set up for using advertisers call JCS on 02 9623 6403 JCS will supply you with a Dealer Name Username and Password a MA Vehicles Transfer Selection Create and Send Check Status Select All Cey All Printer Setyp Preyiew List PrintList Reset Pt Setup Help Yad Used New Used The Professional Car Dealer depending on which advertiser is being sent to To enter your advertising settings E CountryCars may 6S aa carolesicomau Stock Number 2 Enty Number 12 NYIC code NEB Registration No ABC123 B Make PEUGEOT 3 izj 01 3 Model Mode Variant zj Body C E T a Step 1 Click on the Advertising button then click onthe Setup TE roo tab and select the tab in the
120. sed in the Salesman Commission Report lt Tab gt Enter the Trust A c if the vehicle being sold is a consignment and you have not yet entered the account number lt Tab gt Step 4 Once all details are entered click on the Vehicle s tab or press the lt Page Down gt key or press lt Alt gt lt H gt Complete the details on the Vehicle s screen Note The appropriate vehicle should be highlighted otherwise select the correct vehicle using the mouse or the up and down arrows to highlight the correct vehicle and press the lt Spacebar gt to select or deselect Enter the Sell Price Inc GST for this vehicle lt Tab gt If you have given the purchaser a Discount Inc GST and want this figure to appear on the invoice enter the amount of the discount here This is best used when trying to avoid an Overallowance on a trade in See Overallowances vs Discount under the Help menu lt Tab gt Setup Update 4 Ei Sell Vehicle s DL 12345 Preview Buyer Vehicles Trade in 1 Trade in 2 Invoice Notice Invoice text Contract text Notice errors k AGBSHY MITSUBISHI TRITON 2 ABC123 PEUGEOT 205 Enter the GST Rate This should in most cases be left at 10 however you may need to change it if you are selling this vehicle to a customer who has a GST exemption In that case you would change this to 0 lt Tab gt Print Niciels selec w valer InNYOICEe ody Acq Odometer Engine Typ
121. t e Private accounting will also be treated like a purchase for GST calculations e Acquisition date will default to today s date If this is not correct type in the correct date e Enter How Acquired as either C for consignments or P for purchases e Enter a unique Reference Number for each pickup batch number e Enter Number of Vehicles to be brought into stock from this supplier 83 USING EASYCARS 2000 e Enter the Acquisition Salesman who brought these vehicles e Enter the Group to which this vehicle belongs to if needed e If vehicles need to be transferred RTA acquisition forms printed leave the tick box ticked e Enter any Default Expenses to be added automatically to each vehicle e Ifa Tax Inv is provided check the tick box e Enter the Amount inc GST of the expense e The GST rate should be 10 This will cause the GST Amount to be calculated Step 3 Click the Enter vehicles button The Vehicle Details screen will be displayed amp Vehical Details mees Save amp New Save amp Close Clear Details Close e Enter all vehicle details Pickup Wahid Details i Extras Options e Acquisition price may be left blank eg If How A A oe ase NVIC code Gop vehicle is a real consignment Commission id Fago Labay Rowan Esis 5 Revenon basis At time of sale you will be able to enter es a a e a A Seies colour Tam that amount which
122. t hand side of the screen Once you click on that you ll be greeted with the Photo Screen ab pe L Aa pe SI ss Xea lt r a iy B gt am ree abe as os s wya ijo 3 eA n Le TT Ot oe aa amp nm b sa a Em i omo e eo re ae augan 5 5 i z 2 5 DRQuaueAntaAaAaAae a j 7 7 T b HEG ff Feeeoesesecor 7 Wl eyes F hs TE a x ganana eto p 3 2 s H s 5 A 3 DHEBHERUnagaag j t 5 i fj i p s Ka g 3 lt 5 El f E E i J a ah Hadtaaa 2 Hf ce o s s j j 5 i amp 5 i rer Adding Photos to your Cars e On the left hand side of this screen is where you select the car you wish to put photos on e Inthe middle column is where you find where the photos are saved on your computer e On the Right hand side is where the vehicle photos are shown e Once yov ve found the photo s in the middle column select the car you wish to add photos on to by clicking on the small grey box next to it This will select the whole row in blue e To add the photos on to the car left click once on the photo in the right hand screen This will then show the photo in one of the 12 grey boxes along the bottom of the screen e After you ve selected all the photos you want on that car maximum of 12 you then click
123. t vehicle type and select Used If not operating in QLD make sure the Rego Label Check Digit isn t checked Step 3 Select the Stock Entry tab 14 If you would like to Automatically Transfer Acquisition Cost to Creditors tick the box This will create a record on the Creditor Payments tab for the amount you have entered in the Consideration Given how much you paid for the vehicle for each vehicle you acquire If you would like to maintain a mailing list of customers who have purchased vehicles from you tick Automatically transfer purchaser details to mailing list If you want to add Default Lot Load Fund Amount to the costing tab for every vehicle you acquire enter the amount here If you want to add Default Warranty Allowance to the costing tab for every vehicle you acquire enter the amount here USING EASYCARS 2000 e Select when you want to Default REVS Check Vehicles will be added to the REVS Check screen based on your selection e Determine how you would like Consignments Transfer to Creditors e Add any Default expense s that will be added to all vehicles you acquire If using EasyCash Professional these Default expenses are NOT transferred to EasyCash Pro The options set here can be changed at any time however there are no adjustments made to vehicles already in stock For example if you change the amount of the default Warranty Allowance any vehicles entered into stock prior to the change will have the old a
124. tab Only available to users with Easy Cars full version This is the amount you paid for the o OrderBy Search lt Find gt Query Browse Debtor receipts ek ___ Costing TA ld Expenses cay __ Orders _ anil e _Warranty expense oy lit el lll _lnvoices B Vehicle l Options Memo Acquisition Creditor payments Disposal Refresh T kd Date 07 09 2009 AR 1 500 j EN 0 1 500 00 4 3 S Creditor Payments D ee i S Retrest tanster E _ Date PeidTo Amountinc Reference Payment Description i When Obtained from the Costing screen you make a Shows how much payment Consideration Given field to the you still owe for this vehicle Person Company you purchased the vehicle from it is entered in this tab Add Creditor Payment ial Stock Number Payment Number e Click pLi the Add Reference 27 USING EASYCARS 2000 button The Add Creditor Payment window will appear e Enter the Date the payment was made e Enter the Amount inc GST that you have paid e A Reference number can be entered to record the cheque number used to make this payment e A Description can be entered if required e When you are finished click Save e Thename of the Person Company you purchased the vehicle from as entered on the Acquisition tab will be displayed in the Paid To field on the Creditor Payments tab Adding Pictures to Vehicles Pictures can be added to Vehicles using the Photos button on the righ
125. tailments and GST see Help and GST Help Adjustments to Floorplan vehicles Only available to users with Easy Cars 2000 Step 1 Select the correct vehicle see Searching section 35 USING EASYCARS 2000 Step 2 Click on the Floorplan button down right hand side of stock screen The Print Floorplan Invoice screen will be displayed Step 3 Click on the Vehicles tab e Enter in the Adjustment Date e Enter in the Amount of Adjustment Inc GST using a minus key if decreasing the amount Note Only the difference is to be entered not the total of the new amount Step 4 Select Update to save the new Floorplan amount e You can Print a new invoice by selecting the Print button Searching The Stock screen allows you to search for vehicles that already exist in your EasyCars 2000 database There are different methods you can use to find the vehicle or vehicles you are looking for You can search for individual vehicles or use a query to find multiple vehicles that match a certain criteria Searching for Individual Vehicles To search for individual vehicles you can use any of the following buttons in the top row of the Stock screen Search Find Browse Previous or Next Changing the Order in which vehicles are displayed EasyCars 2000 v4 02 155 The Professional Car Dealer Clhent Code 1490 User Master Account Stock By Stock Number Vehicle Count 2 oe File Data Entry Notices
126. ted on the Notices Forms menu select Acquisition and Disposal Transfers then select Disposals with the name of the respective state EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Stock By Stock Nu incl uded File Data Entry Notices Forms Reports JCSEVN Setup Update View Window Help d Police Book a a fa By nib EasyCash St Acquisition and Disposal Transfers gt Acquisitions NSW Registration Renewals Disposals NSW Add vehicle Browse All Notices Acquisitions Victoria Disposals Victoria Costing Debtor receipts Acquisitions Queensland Disposals Queensland a7 Eee ive voice ree vane Acquisitions Western Australia F 07 09 2009 i 0 Disposals Western Australia 61 USING EASYCARS 2000 The Print Notice of Disposal screen will be displayed Step 2 Select Vehicles to be included e g Print Notice of Disposal Setup Preview Prin l Consigned vehicles e Only vehicles due to be printed will be highlighted If more vehicles need to be selected click on each vehicle with the mouse Print Printed Select Bulk for multiple vehicles e You can enter the Name of person effecting the transfer to be printed on the form Change the Date sent if you need to e Preview to see if satisfactory Click on Print to print the report to be sent to
127. text to print as part of the Invoice 45 USING EASYCARS 2000 Step 10 If you are happy with what you have entered it is always a good idea to preview what you have done e Select the Preview button from the top row of the tab e You can look through what is going to be printed by using the arrows at the top of the page e Close the preview window to proceed You can do this by either selecting the X in the top right hand corner or by selecting File then Exit There are a few ways to proceed here 1 Ifthe preview showed you what you were expecting you can print the invoices and forms and automatically update the sale and Police Book 2 Ifthe preview did not show you the forms there may have been some Missing information This means you will have to make changes and return 3 You may choose to update the sale without printing the forms Print forms later 4 You may choose to Cancel the sale do not proceed 1 Print and Update the Sale Status check e Click on the Print button Did the invoice print correctly e After confirming that the correct printer is being selected click on Ok e The Forms and Invoice s should now be available at the printer and should be checked e lf they printed correctly answer Yes to the box that now will be displayed on the screen e If they did not print correctly answer No You will now be returned to the Sell screen You can make the necessary changes and retur
128. the RTA 4 gt Layout Bulk Single lear Al Name of person effecting transfer Date sent DA ee For Single Vehicles Note This option will only include the vehicle you currently have on the stock screen Refresh Step 1 Click on the Disposal button or press lt Shift gt lt F4 gt E The Print Notice of Disposal screen will be displayed e e Change the layout to Single for the one vehicle Transfer e You can enter the Name of person affecting the transfer to be printed on the form e Change the Date sent if you need to sic ned e Preview to see if satisfactory e Click on Print to print the report to be sent to the RTA eS Cancel RTA Acquisition Forms For Multiple Vehicles Step 1 To automatically have all current vehicles selected vehicles needing the transfer notice printed from the Notices Forms menu select Acquisition and Disposal Transfers then select Acquisitions EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Stock By Stock Nu File Data Entry Notices Forms Reports JCSEVN Setup Update View Window Help d Police Book gt p dtn EA EasyCash St Acquisition and Disposal Transfers b Acquisitions NSW ae Registration Renewals Disposals NSW Add vehicle Browse All Notices Acquisitions Victoria VE pe Disposals Victoria Debtor receipts Costing Acquisitions Queensland Disposals Que
129. the file DemoData mdb so that it appears in the File name field The import box will be displayed with some lookup lists selected Invoice messages 1 records added Queries 1 records added e Tick or untick the options as required by clicking on the boxes Step 4 Click Import After the importing process has been completed the Import box will change slightly Step 5 Click Close to complete the process You can view edit delete and add to lookup lists at any time To do this you can either e Select the Data Entry menu option and then select Lookup Lists Select the list you wish to update e While in a Stock Screen you can make entries on the fly This is done when making an entry on a field that draws from the lists If the entry you are making is not already in the list you will be prompted to make this a permanent entry Adding to Lookup Lists To add to any of the lookup lists you can do this in 2 ways 1 On the fly When entering details for a vehicle and you enter data that would normally be stored in a lookup list if that data is not already stored in the appropriate lookup list you will be asked if you would like to add it If you answer Yes it will be added to the appropriate list and can be used again by selecting it from the list from the screen you are working on If you answer No the data will be used for this entry only 2 Adding editing or deleting from the list directly
130. then clicking the De ete button Corresponding receipts payments attached to each vehicle will not be removed although the ability to reallocate that amount will be lost If there is any chance those vehicle purchases or sales could be cancelled do not delete the record Unallocated amounts due to sale or purchase cancellation are used to calculate debtors or creditors Therefore deleting those records would give incorrect figures Only old records should be deleted eg sales and purchases which will not be altered 87 USING EASYCARS 2000 Chapter Chapter 9 General Information and Hints Backing Up Your Data Within the File menu there is an option to Make a Local Backup It copies the data to another location on your hard disk drive or another hard disk drive on your network if you have one A Local Backup is very fast and convenient and allows for very fast recovery It is so fast that busy yards should use it each day It is not used for copying your data to a floppy drive because this routine cannot span across disks and your database will almost certainly be too large for a single disk Making a backup to another location on your hard disk drive may be fast and convenient but it offers limited security in the event of stolen computers viruses or lightning damage A backup should be made onto some form of external disk at the very least once a week Making a backup onto a zip disk is fine provided a second cop
131. ts Floorplan Disposal Debtor receipts i Costing Expenses Orders Warranty expense Notices Invoices ee g Orders Notice Transfer Date Paid To Amountinc Tax BA GST AmountexGST GST Rate Date Paid Referen Description Disposal 07 09 2009 Johns Tyres 160 00 14 55 145 45 10 00 Sell Hint To select more than one entry hold down the lt Ctrl gt key and click on subsequent entries on the far left grey column or to select a range of entries after selecting the first one hold the lt Shift gt button while clicking on the last entry in the range If selected it will be coloured blue Step 5 Click on the transfer button and then select the category of which you want to transfer the selected item s For example if you would like the Order to become a paid expense select the Expense option The Costs Transfer dialog will be displayed asking for confirmation of the transfer Cost Transfer e Select Ok if you are happy to proceed e Select Cancel if you need to change your selection Step 6 The Orders are now moved to the Expenses tab with the Date Paid showing as today s date You can edit the entry if required then select the Save button or press lt Alt gt lt S gt NOTE You cannot transfer an Expense or a Warranty Expense back to an Order Changing or Deleting an Expense can only be done if the BAS report for that period has not already been printed 32 USING EASYCARS 2000 Floorplan
132. u have made select Cancel Some of the data you may wish to add to your vehicle would be found in the tabs Expenses Orders and Creditor Payments The Expenses tab Note Orders and Expenses will be transferred to EasyCash Pro only if they are added by creating a Purchase Order Vehicle Options Memo Acquisition Creditor payments Floorplan Disposal Debtor receipts Costing Expenses Orders Warranty expense Notices Invoices PO Date Paid To Amountinc Tax BA GST Amountex DatePaid GST Reference Description e Click on the Add button The Add Expense window will be displayed Add Expense Save Conc Stock Number PO Number iQ WME jH Paate oo od Amount inc GST 0 00 B BET 0 00 Amount ex GST alii C Tax Invoice C BAS Date Paid aa 26 USING EASYCARS 2000 e Enter the Date the expense was created If it is today s date select lt F2 gt Alternatively you can select the w atthe end of the field and select a date from the calendar provided lt Tab gt e Enter whom the expense was Paid to You can select the at the end of the field and select from a list of suppliers If the supplier that you enter is not already on the list you will be asked if you would like to save that supplier to the list as a new entry lt Tab gt e Enter the Amount Inc GST lt Tab gt e Did you receive a Tax Inv from the supplier Was GST included in the price If so tick this box lt Tab gt e Sh
133. u must not make changes additions deletions which affect the completed period eg If you forgot to enter a date paid for an expense enter the date as the first day of the next period so it will be claimed in the next report e You MUST ensure ALL Receipts Creditor Payments and Trade Allowances are entered accurately If you are using expenses information from this report Date Paid must be entered If you have floorplan dates amounts and curtailment payments MUST be entered accurately e Do NOT change information for a period for which a BAS has already been completed Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report IMPORTANT NOTE If the final report has been printed and is correct click Yes All GST transactions will be marked and recorded in that accounting period If any of those transactions are altered the entire report must be reprinted IMPORTANT NOTES e NOTE EasyCars does NOT produce a complete Business Activity Statement GST report You will also need to take into account other supplies e g commissions received on the sale of finance and other acquisitions e g expenses such as electricity and rent 73 74 USING EASYCARS 2000 If your BAS report does not look right it may be because you still have vehicles in Awaiting Tax Invoice status Any vehicle left in this status will not have the credit for the purchase included in an
134. uld like to Fax customer copy via modem tick this box lt Tab gt e Enter the Number of copies of Adjustment Notes required lt Tab gt Step 3 Click on the Options tab e Depending on what you are doing with this vehicle select or deselect the When cancelling a sale options This doesn t apply if you use EasyCash Pro with EasyCars Step 4 Click the Update button or the Print button if an ah aia Adjustment Note is required You are about to A message will be displayed confirming the Remove the disposal date cancellation If you are happy to continue click Ok Cancel any existing invoices IF THERE WERE TRADE IN S DON T FORGET TO RETURN THEM TO e Once you have clicked on Ok you will be asked THE OWNER if the Adjustment Note printed successfully If you answer i ca Yes to this the Sale will be cancelled and you will be returned to the stock screen 52 USING EASYCARS 2000 Cancelling a Purchase Step 1 Search for the vehicle see the Searching section Refresh Notice i Transfer Disposal Step 2 When the correct vehicle is displayed click on the Return button Doi Acquired GST Amie rount Purch Cost ex OST Anguisfor 07 09 2009 1 500 00 10 11218 1 387 82 A Date Sold Net Sell ne GST GST Rete GST Amount Sel Price ex GST Disposal 000 om 0 00 100 ice a Cancel e Ensure the Adjustment Type is set to Cancellation lt Tab gt e E
135. ument before printing Step 3 Click the Print button to print the report 69 USING EASYCARS 2000 Step 4 This report also allows you to view this data in a graphical format Click on the Graph button to view your data in this manner e Only some of the Print Sequence types allow the report to be viewed in this manner You will have to modify your print sequence until the Graph button can be selected not greyed out e Once you have your graph on the screen you can print it by selecting File then Print Payments Received on Sold Stock Step 1 From the Reports menu select Sold Stock then select Payments Received on Sold Stock The Payments received on Sold Stock screen is displayed e This report lists all payments that have been paid to you for vehicle purchases If there are payments here that are incorrect you will have to return to the stock screen and amend these payments This is done on the Debtor Receipts tab see page 48 for further information e Select to print all payment types or specific types only Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Salesman s Commission Report Step 1 Click on the Reports menu select Sold Stock then select Salesman s Commission The Print Salesman s Commission on Sold Stock Report screen is displayed e There are 2 pages to this report selection They should both be
136. via modem tick this box lt Tab gt Enter the Number of copies of Adjustment Notes required lt Tab gt e Confirm You are about to Add 1 000 00 to the acquisition price i Cancel Step 3 Select either Update or Print If the adjustment was to the Purchase Cost click on the Update button as there is no printing required o A message will be displayed confirming the adjustment If you are happy to continue click Ok The adjustment to the purchase price will now be made If the adjustment was to the Sale Price and you require a printed Adjustment Note click on the Print button A message will be displayed asking if the Adjustment Note printed successfully Once you answer Yes to this the adjustment will be made If you don t require a printed Adjustment Note just click Update 54 USING EASYCARS 2000 Chapter Chapter 6 Sending and Receiving Information This chapter explains how you are able to send and receive information to various places such as Jeal Computer Services REVS and many other online Advertisers Jeal Computer Services From time to time it may be necessary to send your data here to us To make this as easy as possible we have incorporated this into the EasyCars 2000 product You can also retrieve your data from us and have it sent back onto your computer Send Data to Jeal Step 1 Make sure you are connected to the Internet Step 2 Start EasyCar
137. wish to print forms for See Chapter 4 Searching section oe Step 2 If the correct vehicle is displayed and all details correct click on the Notice button i The Print Forms box will be displayed with the current vehicle selected and the correct form chosen Z Print Forms 2 N tem nego PECTS eke REUGEOT I will be displayed with all available forms Select the Sell Built Date 01 94 Distance 123 456 Sell appropriate form iS Cort Form Nunbes Statue Take note of any missing information in Return This Form Date affixed 08 09 2009 cp NEW form cancel current form C Info Reprint CURRENT top copy File copy CURRENT form O m O e O e O e Missing inforna lt Not Sold gt Show this screen automatically when Form information is changed e If they printed correctly answer Yes to the box being displayed on the screen e If they did not print correctly answer No You will now be returned to the Notice screen You can make the necessary changes and return to the Notice screen and select the Print option again 60 on ee The field names appearing in brackets are optional and do not have to be entered to produce the form However fields that are not in brackets DO have to be entered to print the form and are required Police Book information Step 3 Click on the Print button If the form is printed correctly click Ok or press the lt Enter gt key e After
138. y Include only missing Policebock information document before printing lean Show selling price of 0 00 as missing informaton 2 Step 3 Click the Print button to print the re port The NSW Motor Dealers Act 1974 utes ey eres nyu ei EE HAIG e a TOIERT Pa Secton 21 9 Stock Ca rds iat repot is a guida only end thare may be cases whare it omis required information tis elso possible that helcs listad as missing are aot scully required However we advise fiel in such cases you emer N A for Not Applicable nthe Only available to users with Easy Cars 2000 For Multiple Vehicles Step 1 From the Reports menu select Stock Cards The Print Stock Cards screen is displayed with the Vehicles tab ready for selections to be made e Highlight the vehicles you wish to print stock cards for You can do this by selecting the vehicles with the mouse or using the Unsold Sold or Select All buttons Select type of card e You can select vehicles that were acquired sold between specific dates by entering the date required Step 2 Select the Options 1 tab to determine what you want printed on the report e Use the mouse to select the fields you want included in the report Any field that contains a tick or a dot will be included in the report r El Print Stock Cards Vehicles Options 1 f Options 2 T Hide Entry Nos o You can clear all selections by clicking on the Clear All button aan O Stock
139. y BAS report until the status is changed to either Tax Invoice Provided or Non Registered To locate these vehicles you can execute the following query on the stock screen Fields Operators Value or Expression Stock Drivers Licence Acq 1 True Stock Licence Expiry Date Acq 1 Stock GST Regi Acq 1 Stock Awaiting Tax Invoice Stock T ax Invoice Received Date Stock T ax Invoice Received Number Stock No Tax Invoice Stock First Name Acq 2 Select where Stock Awaiting Tax Invoice True a USING EASYCARS 2000 GST Transactions by Stock Number Step 1 From the Reports menu select GST then select GST transaction by Stock Number The Print GST transaction by Stock Number screen is displayed e Select stock number or leave blank for selecting all stock Step 2 Click the Preview button to view the document before printing Step 3 Click the Print button to print the report Browse GST Transactions Step 1 From the Reports menu select GST then select Browse Transactions EasyCars 2000 v4 02 155 The Professional Car Dealer Client Code 1490 User Master Account Browse GST Transactions D e t a New PO Prev POs Daterange Update REVS _Advertising JCSEVN Search Quote TAE KEEL Tiansactonj St T oc I zc on c 0 Q 0 Acqushon wth no GST inp e Dl Notional Input Credit on baill Yes 07 Sep 2003 1 234 00 _ j 3 1 GST on baiment No
140. y Logo Once a successful registration number is entered the registration details displayed in some fields CANNOT be changed unless a new registration number is also entered Changing those fields without entering a newly issued registration number will convert the program back to a demonstration program The only fields that can be changed without contacting Jeal Computer Services are telephone or fax numbers Note A new registration number to correspond with any new registration details will only be issued after payment of a new license fee except in the case of renewable registrations 17 USING EASYCARS 2000 Users Security Creating a Master Password To protect your data a facility has been installed so that passwords can be used to restrict access to authorised personnel only To utilise this facility the first time that you access the Users function under the Setup menu you will be asked to enter a Master Password where the following dialog box will be displayed Step 1 From the Setup menu select Users Enter User Password a Enter new master password Enter the same password again The Enter Users Password box will be displayed e Choose a name type the same password in both boxes and click on the Ok button e The master password always has all access rights enabled you cannot change the settings for the master password NOTE IT IS VERY IMPORTANT THAT YOU REM
141. y of it is kept off the premises You can make backups as frequently as you wish Ask yourself this when the big day arrives and you lose all your data data is the information that you have been gradually accumulating day by day how much data are you prepared to re enter or type back into your computer If you don t mind re entering one day s work then you must backup every day If you don t mind re entering one week of work then you only need to backup once each week But think about it when the big day arrives you may be in a hurry much more of a hurry than you are today You should also check the Department of Fair Trading regulations in regards to the frequency of the backups and their storage IMPORTANT DO NOT BACKUP OVER THE LAST MOST RECENT BACKUP IN FACT ALWAYS PRESERVE AT LEAST THE LAST SEVEN BACKUPS IN CASE YOU ARE UNKNOWINGLY BACKING UP CORRUPT DATA OVER THE TOP OF GOOD DATA Finally EasyCars makes a daily backup once every day another weekly backup once each week and finally a monthly backup once each month if you have this option turned on in your setup options Don t depend upon these backups remember that they are only local backups on your hard disk and could be destroyed by the same accident that caused you to look for a backup copy of your data For making permanent external backups you must refer to your Windows Help System and use the facilities provided there To make a
142. you require additional text it can be entered in the Text before Description of vehicle box Step 4 The first time this option is run you will need to import the contract text A e Select the Contract Text 2 tab e Select the Import icon USING EASYCARS 2000 r Import E Documents W Desktop H Recent Places More Folders Adobe do AIO FLASH Mixe d Apple Software L BAE d Bank d Bin d Bonjour CFM Common Files J CONEXANT d CyberLink di Data do Default Compan i Dell d Digital Line Dete d Digsby di Documents To C do dotnet20 d eAS r n i gt Computer OS C Program Files EasyCars gt 4 Search By Organize gee Views v E New Folder File name Name d Demo Pictures J Docs Templates Nsw Contract WA Contract Step 5 The Import dialog box is now displayed Type Size L DemoData di DW W ConsText W Victorian Contract Date modified Ensure the path that is selected is where your EasyCars program is installed This is usually C Program Files EasyCars Type Rich Text Format Size 9 35 KB Date modified 20 Sep 2000 e Highlight the ConsText rft This will now appear in the File name field Select Open Step 6 The Declaration by Consignor should be displayed on your screen You must read the text and make any adjustments if necessary These adjustme

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