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1. 95 Menu GroubDs DIGIQ8 EEE EA ud 96 96 COPY 98 HomeRun XL 3 5 Car Dealer Software Contents iii SEC URI M idee i MEI Lr LE I ek I Mei LE LU 98 ASSO O T MIS IONS ihe 98 Control Permission Groups Dialog ii rv I tea D I v t WF iuis 99 Control Fermisstons Dialog 100 Permissions T RENE sn ute ei E EE 100 SECURED PP T 101 ASSON Tote addis 101 Field Feini sOn 102 Fela TPS SOUS ACC 102 USER SECURITY MISTAKES AND HOW TO RECOVER 104 CCITT EOL CS ds Raat 104 SECU IMISTOROS didum rude 104 105 LIPS X acs 107 OVER VIEW amp tM Dep LM C Ue M ML CI x Mu 107 INCREASING FORMS PEED tue adage etae eere boe Bus 107 INCREASING FORM ACCESS SPEBD 5
2. Dr 1 L1 lm BRATA ELS LI BER RACE BOSS CMG COPE cs THE BEBE MIFAIMS TO SUSPERS SoS eee L EE a d iii a WHILE BE ZIEJCIUMML MAIC CARED MALICECO Of PEDPIEDH 1 EAR VEHICLE ETEN BEEN DELLAMES HERE SOS GWU REPAIRED EXCXEDIS k oma LEE B AX IMZUHER TEs Gk ASE RED S nti a EN penas um 1 d ESI Li Peet E xu PRELA PAUSED REPLACED YES HERE OTHER p PARP TA 3 RAR DAHLS TES L WEE Te DE THE DEZRILZI IBANELLED Ser ind buo eve i5 Pm sr C4 ER imus Ue eS Pe be due ee ge th ere itas hax huc Arare mnl nmn pun Thus Durant de age i hr bara iis f haies eric decas de case un ie ee ge ciam ee Jum cur Jen dnas bas rm m rore Ts ota dotar faa ete Fas Eur drm pee gpl rur br Xa pier Lice Fr minimi e LiF iR Ce mo FII af des cider Esca Pac pea te Ce Pcs ug pl Tal iulii ol He EHE TE peu erg sn mer Fasc cnra erbe
3. File Edit View Data Reports Admin Window Hel HomeRun M x Toolbar Eg Contacts amp Clients Vehicle Information Retail Bill of Sale VIM Checker Enter Vehicle Expenses Wholesale Sell Whalesale Buy Windows Flyer Product Invoice Enter Bulk Vehicles Button Purpose Activates the Report Manager Displays the HomeRun XL 3 5 Startup Form when accidentely closed that is the screen above Will print the current active screen or window HomeRun XL 3 5 Car Dealer Software Using HomeRun XL 3 5 21 HomeRun XL 3 5 Form Toolbar Controls HomeRun XL 3 5 forms have toolbar control push buttons The toolbar control buttons let you view and manage data in tables IQ MES v s S M 4 b o el The HomeRun XL 3 5 Form Toolbar You need to learn how the toolbar control buttons operate The Data Entry chapter lists the HomeRun XL 3 5 toolbar controls and describes how they operate Please review the Data Entry chapter so you ll know how to use HomeRun XL 3 5 forms Shortcut Menus When you right click on a form or form field HomeRun displays a shortcut menu of options appropriate for the form or field Help Menu window Always on top Center Color Minimize Forms Shortcut Menu Help Field Description Add New Edit Ficklist Fields Shortcut Menu Escaping from Invalid Data If you encounter an input field that fa
4. 2000 00 10112 2002 Focus 40 WGN SE Rea 80443 lFAFP36382W34738 8800 00 Loo S 1 lt 3 Update Car Stock Once you finish filling and saving the Vehicle information click the Update Car Stock button This will assign a Stock Number to each vehicle and add them to the Vehicle Info Table with a Status of for Purchased It will also update who the Vehicles were purchased from You can then go into the Vehicle Info screen and update Asking price information When the vehicle is ready for sale change the Status to Click the Print Icon to view and print the Wholesale Purchase Agreement HomeRun XL 3 5 Car Dealer Software Purchaser Y our Company Here 123 Anystreet Unit 12 Ortario 51 3 Vendor Expressive Auto Wholesalers 4565 Wharton Road Suite 203 Brampton Ontario 3L3 Stock Mo HomeRun XL 3 5 Car Dealer Software 10107 10108 10109 10110 10111 10112 Year 2001 1999 1995 1999 2002 2002 Make Chevrolet Ford Chevrolet Ford Chrysler Ford Vendor GST No 123565487 1001 Model Silverado 2500 EXT C AB F150 SUPER CAB XL PWD Cavalier 2 2L 4D SDN Escort 2 OL 4D SDN SE Sehnng2 7 L Sedan Focus 4D WASH SE Purchaser Salesman John Smith Purchaser Salesman No 12565455 Purchase Date 01 51 2007 Vendor Salesman Willie Wonka Vendor Salesman No 272927 Colour COFPER Blue Red Black White Red
5. br tir Parra Va hera ded eee rmass agerem ne pee uril merid aec gel na bea ad a ILL IHE MIDI aider capaces or hy ber or pd earn pari Cua tee agree eerie Coram or s ewig leg ru paren ic lads I WE HAVE READ AND UNDERSTAND THE TERMS OF THIS BILL OF SALE ACCEPTED BY SELLES ACCEPTED BY FURLMASER Salesperscn s Ware Jon Wingeld Soleagecsen s Hane ER Wes Lee i eger 11 M glsrkarlon 123456785 Registration 546546546554 Page omi Signatura mu emu 1 A Sunc You will use this section to enter employee information The main purpose is to have the employee names job title and licence number so that it can be inserted in documents where required Another use is to record telephone information so that your staff has ready access to telephone numbers when they need them This form layout comprises of 4 tabs The steps for the Employee Screen are as follows HomeRun XL 3 5 Car Dealer Software The First Tab is Name amp Licence On this tab enter the Employee s First and Last Name Use the Pick List to choose the Employee Title Enter the Person s licence number The Driver s Licence Number is optional and is strickly for your records Note In the case of a Management Employee ensure that you fill in the Title field This Title will be entered on th
6. E II LL IT UM 5 INSTALLA HON mr A cce OR 7 SETTING UP YOUR NETWORK AND BACKUP y SETTING UP YOUR NETWORK CONSIDERATIONS cccscccsecccecccsscesesceeceeusceseceeeceeusceseceeecseusseseseseseenseesesesesees 7 Wired VS Mareless NEI WOT 7 Basic Minimum Network Requiremellts eee inane ees BAe Qe ERN UI ue CG 7 HOMERUN INSTALLATION 8 BEFORE YOU BEGIN INSTALLATION Toy pedet ettet Peg esa tutes a si Debent md teli e puru sse UN ds 8 Hardware and System Requirements Seed Sad tia DI Decor Een sx ve NM 8 RUNNING SETUP asesor dide ee 8 Setup for a Single User or Main Network eene eene nnne nennen nnns 9 Setup for Networked WOKS ONS meto vica a sind euadere 9 WHAT SETUP INSTALLS p pope eae ee 11 HomeRun Directories for Single User Seryer 11 HomeRun Directories for Network 11 REGISTERING HOMERUN TO RERE 11 RUNNING HOMERUN THE FIRST TIME ee 12 PERFORMING BACKUP OF PROGRAM AND 13 UNE C 15 HOMERUN XE oS SETUP 15 HOMERUN XLo S
7. Name m p Address 8565 Windston Churchill Street Unit 12 City Mississauga Province Ontario Postal Code L4L 4L4 Phone 905 656 5555 Exten Work Phone 905 656 8789 Fax Phone i Exten Phone Exten Other Phone Referred By Purchase Client Purch Client No Note that the Bought From fields are Read Only on this form The purpose of these fields being Read Only is that the information has to be picked from the Contact Table to ensure that the information in this table 15 always up to date If the Bought From contact is not in the table pressing Add will bring up the contact form which will allow you to add the contact to the table If you notice after picking the Contact HomeRun XL 3 5 Car Dealer Software Data Entry e 55 that the information is incorrect press the F2 Picklist icon again and click and correct and save the information in the contact form Note You may have to pick the contact again after returning to this form to refresh the information Mileage This tab will show the Date the Vehicle was acquired If the vehicle was purchase through the Wholesale Purchase module the Date In Miles and Cost will automatically be entered from the data captured in the Purchase module Once the vehicle has been sold either through the Bill of Sale or Sell Wholesale module the Date Out Sold Price Miles Out and DOT out will be au
8. 55 M E E A E nM EL E 56 Notes and Commn enS 56 OG lO A 57 CONUS AE EEEE AA O EE 57 View DAO TET 58 Reca mat DUOT 58 LOOT T 58 INTER As EP AUR OPE NSE a 58 TIO ACE ATI e 60 60 DIDI RECENTE 60 da eut datis 61 SOLA OA OVI vie ste ade fur 61 62 Sale S DOC SON ce dul 62 63 ICE cite e i 64 COSTES ss 65 CE PURCHASE BULK aee eaae ule ae vr 71 duet 71 Update COP SIDON tx SD LIN eM C CIS 72 NHOEESALEBUY SBEEAAGBEBMBNIS a A UE 74 EE ari PH 74 Wholesale Sell CIM ais e
9. HomeRun XL 3 5 Car Dealer Software Reindex Pack Tables Utility HomeRun XL 3 5 contains a Reindex Pack Tables utility on HomeRun XL 3 5 s File menu This utility allows you to recreate indexes if they become corrupt You can also use the utility to pack tables to remove any records marked for deletion and to pack memo fields 9 Reindex Pack Tables 9 Reindex Pack Tables Selected Activity Tracking Telephone Extention F2 Lookup Table Administrative Tools On Off Terms of Sale FZ Lookup Table Application Controls Users Application Definition VIN Validation Table for Letters Vehicle Equipment List Vehicle Expense Detail Vehicle Make Lookup Table Vehicle Model Lookup Table Vehicle Trade In Information Table Warranty Table Wholesale Buy Detail Table Condition Detail Wholesale Buy Header Table Condition Fields Wholesale Sell Header Table Conditions Window Flyer Item Table Windows Flyers Head Table v gt To use the Reindex Pack Tables Utility 1 Click either the Reindex or the Pack option button If you select Pack HomeRun XL 3 5 will also reindex the tables you select 2 The Tables list on the left side of the dialog shows all the tables in HomeRun XL 3 5 including system tables You select the Tables you want to reindex or pack When you select a table the Selected Tables list on the right side of the dialog displays the table s name 3 You can select e table individuall
10. HomeRun XL 3 5 Security gives you greater control over who can access HomeRun XL 3 5 and what they can access See the Security chapter for all the details You can customize the HomeRun XL 3 5 environment through the Environment option If you are installing HomeRun XL 3 5 on a LAN the Directories option lets you tell each workstation where shared data and report files are located To see more detail about the topics covered in this chapter refer to the appropriate chapters elsewhere in this User s Guide HomeRun XL 3 5 Car Dealer Software Setup e 19 Using HomeRun XL 3 5 Some Things You Should Know There are some things you should know before you begin using HomeRun XL 3 5 When you first learned to drive a car the main things on your mind were all the great places the car would take you and the freedom to go whenever you wanted You quickly learned however that there were some basic mechanical things you needed to know before you could drive your car anywhere So it is with HomeRun XL 3 5 You want to jump right in and start using HomeRun XL 3 5 However there are some basic things that you need to know This chapter identifies the basic mechanics that will help you understand and use HomeRun XL 3 5 better You will get to your destination faster if you take the time to review what s here HomeRun XL 3 5 Toolbar The HomeRun XL 3 5 Toolbar has buttons that let you quickly access special functions
11. Serial Mo 2GCER19T711131533 AFTRE18SWAXCASS011 381IC 524433801012 IFAFPASPI XW121298 1 C3ELA6 R62N 222840 IFAFP38382WW34738 Agreement No Vendor PST No 20004 Milage Price 187858 104171 270596 191185 063407 80443 12 300 00 10 700 00 1 200 00 2 000 00 8 150 00 8 800 00 43 150 00 2 589 00 45 739 00 Data Entry e 73 Wholesale Buy Sell Agreements Wholesale Buy Agreement The new MVDA Regulations has specific req Selling used vehicles HomeRun XL 3 5 has been designed to allow uirements on Dealers when Buying and Dealers to enter vehicles while capturing the required informationa dn printing compliant Bills of Sale In the greatest majority of the cases vehicles are purchased one at a time Because of the information that has to be entered for each vehicle the agreement has been designed to be entered one vehicle at a time The steps for filling in the Wholesale Buy Ag reement are as follows Note that the form has 2 tabs The first tab contains the purchaser and vendor information as well as the basic vehicle information The second tab has the Vehicle disclosure information NOTE There are times when a Dealer purchases a vehicle from an private individual When this 15 the case if the Comp any Name in the Contact table 15 empty the program will enters the First and Last Name of the Contact record in the Seller Name field Otherwise the Company Name will be enter
12. Tip If you need to call LeBlanc amp Associates technical support for assistance with an error please have the error data displayed on the Errors form when you call Visual FoxPro and Visual ProMatrix 4 e Introduction HomeRun XL 3 5 has been created using e Microsoft Visual FoxPro the state of the art object oriented database management and application development system e Visual ProMatrix the premier rapid application development tool for Visual FoxPro While you do not need Visual FoxPro or Visual ProMatrix to run HomeRun XL 3 5 there may be advantages to acquiring those two products If you want to access the HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 data independently of HomeRun XL 3 5 or if you want to develop your own applications using the HomeRun XL 3 5 data you should consider acquiring Visual FoxPro and Visual ProMatrix You can purchase Visual FoxPro from Microsoft or any full line software retailer Contact the ProMatrix Corporation to purchase Visual ProMatrix ProMatrix Corporation 5225 Ehrlich Road Suite C Tampa Florida 33624 800 889 7058 813 960 5938 Fax 813 960 7231 Where to Go from Here Here s the approach we recommend for using the User s Guide e Start with the Installation chapter to learn how to install HomeRun XL 3 5 e Follow the instructions in the Setup chapter to make sure you have HomeRun XL 3 5 set up the way you want to use it e Review the Overview chapter
13. if unknown check one of the following as SUL 86 Vehiclehad 0 asof True distance travelled to be higher CLAIM AMOUNT Actual distance travelled may be substantially higher than odometer reading MTO BRAND PRIOR USE N A INSURANCE INFORMATION THIS VEHICLE WILL BE DELIVERED WITH A SAFETY STANDARD CERTIFICATE NAME OF INSURANCE COMPANY POLICY NO EXPIRY DATE OF AGENT TELEPHONE NO CERTIFICATE NUMBER Cooperators General 4568987987 12 02 2013 Ken Willis 6476569898 yes NO YEAR TRIM LEVEL IS THERE DEALER WARRANTY ON THIS VEHICLE 2005 Chrysler Touring IF YES COMPLETE THIS SECTION YES O NO MODEL COLOUR Sebring Red MONTH OR KMS SERIAL OR VIN IC3EL56R45N684744 CERTIFIED DISTANCE THAT VEHICLE HAS TRAVELLED 125989 MILEs IS THERE A LIEN AGAINST THIRDPARTY WARRANTY PARTY WARRANTY THIS VEHICLE YES OR NO IS THERE A THIRD PARTY WARRANTY ON THIS VEHICLE IF YES COMPLETE THIS SECTION TERMS OF SETTLEMENT VEHICLE SOLD AS SEEN AS DRIVEN AS EQUIPPED AS DEMOED YES X SELLING PRICE 25 995 00 VEHICLE SOLD CLEAR AND FREE OF ANY LIENS COMPANY C THIRD PARTY WARRANTY MANUFACTURER PARTICIPATES IN CANADIAN YES MOTOR VEHICLE ARBITRATION PLAN CAMVAP NO MONTH OR RETAIL VALUE IF INCLUDED CONDITION OF SALE VEHICLE SOLD AS IS I agree that if the appropriate space below is initialled by me the vehicle is sold Is a
14. 4 Customer Received Carproof Report Comments 60 e Data Entry HomeRun XL 3 5 Car Dealer Software Note If you wish a comment to print on the Bill of Sale type whatever you wish printed in the Comment Field Trade in Vehicle Enter the Trade in vehicle information on this tab including Owner information if the Owner of the Vehicle is different than the information entered in the Sold To Screen Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Trade Stock Alpha Stock No Make Chrysler Model Sebring Trim Level Touring Year 2005 Colour Red Body Type Passenger Car Serial 1C3ELS6R45N684744 Kilo 125 989 KM Miles KM Is there a lien against this vehicle Delete Trade Vehicle Tip If after having entered the Trade Vehicle and adding the trade vehicle to inventory the Client decides to not proceed with the Trade Press the Delete Trade Vehicle button and the trade will be deleted from this Bill of Sale and Deleted from your Inventory Sold To Information Choose the Sold To information from the F2 PickList icon next to the Person field If the person is not already in the Contact Information table click the Add button to go the Contact Information entry screen Fill in all the information on this Client including the Insurance Information It is recommended that even if the Client 15 already in the Contact Information table that you click the Edit Button an
15. 9254 00 250 00 1235 52 10739 52 3 90 0 0001083 19 7 ecale interest ie HomeRun XL 3 5 Car Dealer Software Data Entry e 57 View Expense Details At any time you can view or print expense items that make up the repair or miscellaneous cost by clicking on the View Print Expense Detail You can print total expense for this particular vehicle by clicking on the Print Expense Button Vehicle Expense Details Stock No 2003 Year 2010 Ford Model Edge Colour Silver Serial No 2FMDK4KC8ABA10 Bought From Ford Motor Credit Purch Stock No Inv Date Company Inv No Description Net Amount GST Total 06 07 2015 Jonathan s Detailing Service 456897 Detailling 100 00 13 00 113 00 06072013 Vehicle Transport AS87966 Transportation 175 00 22 75 197 75 Recalculate Button Pressing this button will recheck the costs and recalculate the totals on this tab Floor Plan The floor plan detail information is included on this Tab Pick the Floor Plan Information from the F2 Pick List for the Floor Plan company The Finance Rate and other information will be copied to this vehicle from the finance rate and other information entered in the Contact Table Once the Finance Total amount 1s set check the box to lock the Total Cost Calculation This can be unchecked in the future if there is a need to reset this information Enter Repair Expense 58 e Data Entry This is where you will en
16. Parent Mode Form Toolbar control Turns Parent Mode on and off for child forms Find Form Toolbar control Brings up the Find dialog for finding a record Locate Form Toolbar control Brings up the Locate dialog for locating records List Form Toolbar control Provides a picklist grid with incremental search and sortable columns for finding records quickly and easily Filter Form Toolbar control When no record filter is set brings up the HomeRun XL 3 5 Condition Builder for creating a record filter Otherwise turns filter off Order Form Toolbar control Lists the table s index tag descriptions for selecting the record display order Print Form Toolbar control Displays the HomeRun XL 3 5 Report Manager First Form Toolbar control Displays the first record in a table as defined by the record Order and Filter Prior Form Toolbar control Displays the prior record in a table as defined by the record Order and Filter Next Form Toolbar control Displays the next record in a table as defined by the record Order and Filter Last Form Toolbar control Displays the last record in a table as defined by the record Order and Filter HomeRun XL 3 5 Car Dealer Software Overview e 29 Data Menu The Data Menu provides access to the data entry forms in HomeRun XL 3 5 Data Menu Clients amp Contacts Enter amp View Contacts and Client Information Vehicle Information Displays the options for displaying
17. Word to the Wise If you just read the Security Mistakes section of this chapter because you started at the beginning of the Security chapter and read each section in turn we commend you You re going to do very well with HomeRun However if you re sitting there locked out of your application with perspiration dripping from your forehead and this is the first time you ve seen the Security Mistakes section we hope you ve learned your lesson As last resort the person we have on file as the key management contact person can call us and we will give you the Master User Name amp Password This will work provided you haven t changed the password for this user Note For logical reasons the Master Management password will not be given to anyone else This is to protect your security HomeRun XL 3 5 Car Dealer Software Security 105 Tips amp Techniques Overview This chapter contains a collection of tips and techniques that will optimize your use of HomeRun As you work with HomeRun you may compile your own list of useful tips and techniques If you do please send them to the LeBlanc amp Associates so that we can make them available to other HomeRun users Increasing Form Speed HomeRun puts more functionality into its forms than any other comparable product by far HomeRun forms include a related forms engine a relational integrity engine field security form controls security field validation an audit trail field
18. Year Colour Mileage Serial Price rero 2600705 cocos E al unm 10109 1999 Foea rise cam xi zrmaswecasen D 10700 00 10108 Der wn ea ose 200a cneysiex _ senring 2 7 1 Sedem mire ossaer rcaevacrsanazee 1 200a Foca ocus a vow se Res Check information 15 correct If there is no information shown back to Vendor Address tab and choose the Vendor PickList Icon and click the Edit button This will put you in the Contact Form Ensure that the information is entered correctly for this Vendor Save and Close the Client Form and return to the Agreement Save the information again The information will be transferred to this form Purchaser Salesperson from Purchaser pe Peon PickList Icon Bulk Vehicle ial E SubTotal 43150 00 GST 2589 00 Grand 45739 00 Update Car Stock 746808 6 6 vendor Name amp Address Numbers vendor 789789 VendorGST 123565487RT001 Vendor PST Vendor Salesman Willie Wonka Vendor Salesman 878987 John Smith 12565465 HomeRun XL 3 5 Car Dealer Software Data Entry e 71 72 Data Entry Enter the information on the Cars Purchased You
19. Condition Statements that are not separated by the OR operator Now let s explore the ins and outs of building Conditions The next section describes how to use the Condition Builder in detail gt To use the Condition Builder 1 When you select the Toolbar Locate Filter and Group Delete controls and the Report Setup Dialogue s For and While options HomeRun displays the HomeRun Condition Builder If you have not previously built and saved a condition the Condition Builder looks like this A Locate Conditions New Condition RUSSE Button NR Comments Modify Condition nu Mew Condition Statement Buttons New Condition Statement Button The Condition Builder is divided into two columns The left column lists the previously created and saved conditions in the condition library The right column is used to build condition statements for a Condition 2 Starting and Naming a New Condition To build a new condition click the new condition button in the left side Conditions column If you want to save your new condition in the Conditions Library enter a unique name for the condition in the Name box If you like enter a brief description of the purpose of the condition in the Comments box 3 Starting a New Condition Statement Click the New Condition Statement button in the right side Conditions Statement column Y
20. E bodas uva 107 UO M erm 107 CONTO E 107 VALENS ROP Kr 107 INCREASING SAVE RECORD SPEED uoa ag abore ote don bonas 108 INCREASING DELETE RECORD SPEED aui td isol a ette ados hod aso ova lea Baton ados bodas onus 108 Referential INTE ETUV cct T UEM II LIUM I IM LE IM 106 UU cst LIE EE IL MEI i LE D EE 106 iv e Contents HomeRun XL 3 5 Car Dealer Software Introduction Welcome Welcome to HomeRun XL 3 5 Car Dealer Software The developers of HomeRun XL 3 5 Car Dealer Software are experienced business systems professionals who know the features that heavy duty professional business applications must have You ll find those features in HomeRun XL 3 5 This User s Guide is the place to begin with HomeRun XL 3 5 Car Dealer Software The User s Guide shows you how to install HomeRun XL 3 5 Car Dealer Software and is your main HomeRun XL 3 5 Car Dealer Software reference Why Use HomeRun XL 3 5 Car Dealer Software Here are only a few of the many reasons that you should use HomeRun The Car Dealers Program HomeRun XL 3 5 Car Dealer Software Save Money HomeRun can reduce the money you are spending on pre printed forms All information for a Vehicle Bill of Sale is filled out on screen and printed on your laser or bub
21. Enter these numbers This is where we get this information to display in the Bills of Sale Tax Rate Simply review these They should be accurate but check them to be sure Bill of Sale Default Values If you always have certain charges on all Retail Bill of Sale filing them in here will ensure they are not missed The values entered here will automatically be entered when you enter a new Bill of Sale Last Numbers Used HomeRun keeps track of your last sales numbers stock numbers etc and increments them as required Setup e 15 6 Logo Information If you intend of using your logo on your Retail Bill of Sale you must fill out this information Important After you install HomeRun XL 3 5 Car Dealer Software visit the Admin menu to set up the Administrative Tools as you prefer The tools you may want to set up before you begin using HomeRun XL 3 5 Car Dealer Software are described below HomeRun XL 3 5 Environment 16 Setup You can control the HomeRun XL 3 5 environment through the Environment option on the Admin menu sey Environment On Off Date Confirm 0 Exit Confirm Rollover Year D Loga Strict Date Level Ball Clock C Clock Onion Misc Format Report Manager Application Language Column 0 English 119 v The Environment dialog lets you customize the HomeRun XL 3 5 environment The environment settings are described below You can change the environm
22. Locate toolbar control HomeRun displays the HomeRun Condition Builder A Locate Conditions Modify Condition Florida Employees Employment Type equal to RFT Full Time Employees OR Employment Type equal to New Copy Remove New Remove Adm Move Move Down Hama Table Employee Data Full Time Employees Comments Field Employment Selects employees whose OOOO Employment Type is RFT p Value PRET The Locate Condition Builder allows you to find records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 38 to learn how to use the Condition Builder with the Locate control Locate Grid If more than one record meets the search criteria entered HomeRun displays all the records that meet the search criteria in a searchable sortable grid You can highlight a record and close the grid to display the record on the form HomeRun XL 3 5 Car Dealer Software Filter When you click the Filter toolbar control HomeRun displays the HomeRun Condition Builder Conditions Madity Condition State and BirthDate State equal to FL Date of Birth less than 1 1 46 OR State equal ta CA Date af Birth less than 1 1 4651 Mew Copy Remove w Remove Add og Mare Move ii A aoe Data State and BirthDate and BirthDate Operator equal to Value
23. The amounts will be copied back to the Bill of Sale Pricing Tab and the totals recalculated HomeRun XL 3 5 Car Dealer Software p Payrnent Loan Calculator Pay Frequency Bi Monthly Het amp moaount Financed 23169 00 Interest 90 Number af Payments 36 Monthly Payment 693 88 Cost of Borrowing 1610 66 Copy to Bill of Sale Close After the information on this screen has been completed Click the print button on tab 9 of the form to print this Vehicle Bill of Sale Info amp Costs You can make general notations on this particular sale in the Notes fields When you save the information on the price screen the profit 1s automatically updated on this screen Note Since Costing and Profit information is on this screen do not click on this tab if the Client is in a position to see it This screen is basically designed as a check to ensure that this particular sale is profitable Management can check this tab either during the sales process or before the deal is signed to ensure that this particular sale is profitable and what the gross profit amount after expenses is Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Notes 1 Fix paint on Rear Bumper Notes 2 Notes 3 Cost 22250 00 Total Expense 0 00 Total Cost 22250 00 Total Sales 26000 00 Profit 3750 00 Bought From Ford Motor Credit Location Oakville ON Update Cost Info after Sale C
24. Brakes Inoperable 7 Yes N A Police Cruiser Emerg Service Vehicle Taxi or Limo D i 1 Air Bags Missing Inoperable Yes N A Does Vehicle require repairs to suspension frame Polution Control Inoperable F Yes Structural Parts Damaged Altered or Repaired HAS VEHICLE EVER BEEN DECLARED previous damage repaired exceeding 3000 e ATotal Loss by an Insurer Yes Have Manufacturers badges or decals been changed Theft Recovery Yes Any Other Disclosure Manufacturers Warranty Cancelled Yes Any Body Panels Painted or Replaced If Yes to any ofthe above Details HomeRun XL 3 5 Car Dealer Software Data Entry 75 76 Data Entry WHOLESALE BILL OF SALE Express Auto Sales Test Auto Sales 3565 Windston Churchill Street Suite 234 Main Street Unit 12 Mississauga Ontario L4L 4L4 Mississauga Ontario L3H 3K9 MVDA Registration 87564879879 Registration 98989898 S S T Registration 123456789RTOO P S T Regis tion 1111 2222 Tel 905 659 8656 Fax 905 656 3656 herein after called to Buyer Colour Gas Diesel Hybrid y prstancs d RR SEARCH PROVIDED UcbA Lien search amp Kwik Checkm Auto Check Ix carFax x carproof7 x out of Province Search x Ontario History Search cancheck TM MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA 2002 MTO REGISTRATION BRAND None WITHIN
25. Click the Menu Permissions button on the Users form and click the Include button on the Menu Permissions dialog e Field Permissions By default a new user has full access to all fields on all forms Therefore you don t need to do anything to give the system supervisor full Field Permissions Password Access Check the Access check box on the Passwords form That will turn on Password Access Security You don t have to turn on Password Access Security right away You can always do it later However when you do turn on Password Access Security be sure to do it by checking the Access check box for the system supervisor first Turn on Security After you have done the above use the Admin tools dialog to turn on User Access Security and any other security tools you want The next time the system supervisor runs HomeRun they will need to enter their User ID and Password to login Setting Up Other Users To set up security for other users you follow the same basic procedure as for the system supervisor However you grant other users a lower security level or less permission Also you can create Menu and Control Permission Groups to avoid having to set up Menu and Controls Security Permissions for each user If you use Field Security you must create Field Permission Groups Permission Groups are explained in later sections of this chapter 88 e Security HomeRun XL 3 5 Car Dealer Software User Access Security User Access S
26. DBF Warranty Table FY Local Views Remote Views CAR Tables FY Local Views Remote Views COMPANY Tables FY Local Views Remote Views 2 8 CONTACT Tables FY Local Views Database Comments Restriction BILLOFSALE Table 2 None DHCDRETSALE DEF O Display Only No Display 69 The Field Permissions page is described below e Groups List The group codes and descriptions of all field permission groups are listed in the Groups list To the right of each group code and description is the permission restriction status A blank means there is no restriction for the group A d means the Display Only restriction has been selected for this group An n means the No Display restriction has been selected for this group e Restrictions Click on the None option button to signify that users in the highlighted group can view and edit this field Click on the Display Only option button to signify that users in the highlighted group can view the data in this field but not make changes to it Click on the No Display option button to signify that users in the highlighted group cannot view or make changes to the data in this field When you leave the Field Permissions page HomeRun stores the field permissions you have selected HomeRun XL 3 5 Car Dealer Software Security 103 User Security Mistakes and How to Recover 104 e Security Setting up security is a little complicated If you
27. ENVIRONMENT 16 16 UNO eC 16 BuU 17 TB OU Hcc 17 HomeRun XL 3 5 Car Dealer Software Contents i TROD OWL DE uicta EM ME I HL M I MEE M DRE M EM de 17 DIRECTORIES etse cenit MM EL M M dM MM E A 18 FIOI OCIO iuuat ME I MA MEL E E IE 18 Tables and Reports Directories i i t E OIN MO s E iu 18 Installing 2 5 00 DAN ciet eet douleur E 18 EATA e E EAEN E TE 19 USING HONMERUN 3 5 eet E a 21 SOME THINGS YOU SHOUEDUKNQN uU etu a Vea o cu ug Al HOMERUN XI 5 3 TOOLBAR do ee ete Mu ES Dic uu mU DLE Um I ILE e eM MED UD MU Al HOMERUN Xd 3 9 FORM TOOLBAR CONTROLS iS Veit VR SEDI Feb I ERE ee Poe EUH Ense bab 22 teo SE D M M M E M MI M I LM 22 ESCAPING FROM INVALD DATA Seeds esaet Deu UU ST Banus NEM RE rep UD SEE SUI OM UE 22 SPECIAL KEYS sunu ELM T E MM C I D M E EE C MI E tL E PC DUE 22 rr cS 23 iEMIAAdIDV 25 HO
28. File Edit View Reports Admin Window Help 5 Bg Clients amp Contacts Vehicle Information Vehicle Information EE Enter Repair Expenses HomeRun HST Retail Bill of Sale E Purchase Bulk Vehicles Lej mw Wholesale Buy Sell Ts Windows Flye Vehicle Appraisal Form Pied Invoice Product k Y Employees E Payment Loan Calculator VIN Checker Check Duplicate VIN Cont Lookup Tables Informatio Retail Bill of Sale VIN Checker Enter Vehicle 65 Wholesale Sell Payment Loan Calculator Vehicle isal Form Wholesale Buy The HomeRun XL 3 5 menu offers many options The following sections provide an overview of each menu Use these sections as a reference guide to the menu options HomeRun XL 3 5 Car Dealer Software Overview e 27 File Menu Edit Menu 28 e Overview The following table briefly describes the File menu options File Menu Option Purpose Reindex Pack Tables Utility to reindex and pack HomeRun XL 3 5 tables This procedure should be performed every few weeks Exit Closes HomeRun XL 3 5 If the Exit Confirm box is checked on the Admin menu Environment dialog a dialog appears to confirm the intent to exit The following table briefly describes the Edit menu options Edit Menu Purpose Undo Cancels the last text change in a field record or file Redo Reverses the last undo Cut Removes text from a field record or file and places it on
29. HomeRun XL 3 5 Car Dealer Software Security 87 Setting Up System Supervisor The first user entered on the Security Users form is normally the system supervisor the person who is responsible for setting up HomeRun security The first user should be given the highest level of security permissions Here s a checklist of what you need to do to set up the system supervisor or first user before you turn security on e Users Form Add a record for the system supervisor on the Users form You will need a User ID and Temporary Password for the system supervisor See Users on page 91 e Access Level Enter a B in the first character of the Status field on the User form That will turn on Access Level Security You don t have to turn on Access Level Security right away You can always do it later However when you do turn on Access Level Security be sure to do it by entering an for the system supervisor first e Multiple Login Check the Multiple check box e Control Permissions By default the form controls for which Controls Security is set up are denied or disabled for a new user Grant the system supervisor permissions for all the form controls Click the Control Permissions button on the Users form and click the Grant to button on the Control Permissions dialog e Menu Permissions By default a new user is denied access to all menu options Grant the system supervisor permissions for all menu options
30. ME 76 EMPLDYBES MM mE I M E iM 78 ATIC HEC BPO n eon Rob Mida dM E 60 CHECK DUPEICATE V ING MEO CIS 81 ADMINISTRA FIVE TOOLS ossiani Aae EA aaas a Eaa ae CE es iecore ceto 83 VERN dich qr 63 PED MEN Pcr P 63 ERROR c 63 EOTS REPOT shat 54 EIOS MONOS CIMENT 54 RENDEX T PACK TABLES UTILITY 85 SECURITY iie ee eo rco ecc Ee codec 86 luchas dM EE 86 TURNING ON SECURITY viereeni E n bod a out 86 Sene DINE SY SLCNI SOF eset Eu eat e etu du aus ue eons tak ates ese du iu us tu ues UR 88 TET 88 USER ACCBSS SECURDIDY ES pus 89 IM MEM CI D MI MED 89 CTS MO Tene vac 89 Password SCUD E 90 Po ENIR EEE D EE E RE NR 9 New User Log In For The First Time 95 BOOHTID IC OLS see tL RI EE 95 ACCESS LEVEES SECURIT E dudum Oe 94 NS Gigs 81 GY 21 I DM NIMM 95 ASSIONI
31. The Condition Statements that you create for a Condition are listed in the Modify Condition box on the right side of the Condition Builder A Condition consists of one or multiple Condition Statements When a Condition is composed of more than one Condition Statement the Condition Statements may be connected by an implicit logical AND operator or by an explicit logical OR operator Condition Statements listed next to each other are assumed to be connected by an implicit AND operator To connect Condition Statements by an OR operator you must explicitly insert the OR operator by clicking the Add button below the Modify Condition box The AND operator takes precedence over the OR operator As an example let s say you needed to apply a filter to the Client and Contact form in HomeRun Let s say your filter needs to select Suppliers located in either Mississauga or Brampton Here s what the Condition Statements would look like in the Modify Condition box on the Condition Builder Modify Condition Contact equalto City equal ta Mississauga OR City equal ta Brampton New Remove Add More Un HomeRun XL 3 5 Car Dealer Software Data Entry 39 In plain English these Condition Statements say select a contact record 1 if client type is Supplier and the client 1s located in the city equal to Mississauga or 2 the city is equal to Brampton Notice that the AND operator is implied between
32. Vehicle Information Vehicle Information Displays the Vehicle Information Form Enter repair Displays the form to enter and manage Vehicle repair Expense expenses Purchase Bulk Displays the form to enter bulk vehicle purchases Vehicle Windows Flyers Displays the form to allow you to produce Windows Flyers Trade In Information Displays the form to allow you to produce Trade in Information on your trade vehicles Retail Bill of Sale Displays the Retail Bill of Sale form Wholesale Buy Sell gt Displays the options for the Wholesale Buy and Sell options Purchase Wholesale Displays the Wholesale Purchase Form Sell Wholesale Displays the Wholesale Sales Form Employees gt Displays the options to manage Employee Information Employees Displays the form to manage Employee information Employee Position Displays the lookup table to allow you to enter employee title or position which is used in the main Employee information form Payment Loan Calculator Displays the Loan Calculator Form VIN Checker Displays the form that allows you to check the validity of a VIN Check Duplicate VIN Displays the form to allow you to check if a particular Vehicle is in your Vehicle Table Lookup Tables gt Displays the options to enter information to the lookup tables that are used within the program 30 e Overview HomeRun XL 3 5 Car Dealer Software Reports Menu The Reports menu provides access to the HomeRun XL 3 5 Report M
33. about HomeRun XL 3 5 Technical Support on the HomeRun XL 3 5 Web Support pages HomeRun XL 3 5 Product Maintenance Software must be maintained As bugs are found or other minor changes become necessary software maintenance updates must be available too often software developers do not provide maintenance updates as frequently as they should Our goal is to provide maintenance updates on a timely basis Maintenance updates are made available for download from the HomeRun XL 3 5 Web If you are on the yearly support option you can download maintenance updates from the HomeRun XL 3 5 Web for free If you need an update shipped to you there will be a charge for materials costs and shipping If you are not on yearly support we can make updates available to you for a fee Check our web site for information HomeRun XL 3 5 Product Upgrades The HomeRun XL 3 5 staff is constantly adding new functionality to HomeRun XL 3 5 An important part of your purchase of HomeRun XL 3 5 is the assurance that the product will continue to evolve with changes in technology After all you don t want to be stuck with a product that s become obsolete Charges for HomeRun XL 3 5 upgrades are determined and announced at the time an upgrade is released HomeRun XL 3 5 Priority Support If you need emergency assistance or simply need to know that you can get telephone or email assistance when you need it on a priority basis you may purchase additional t
34. an F2 Picklist to help you with your choice and to eliminate as much typing as possible HomeRun XL 3 5 Car Dealer Software Data Entry 49 You will also notice name is displayed at very top of form That is so that you will always know which Contact you re working with no matter what tab you are in When you enter a new record the Active Field is ticked on When a Contact becomes inactive for whatever reason you can uncheck this field and still keep the information in the Table for future reference Then when you print a contact list you can choose to print only the Active Contacts The bottom area of the form displays vehicle summary information for all vehicles purchased from sold to or traded by the current contact This includes all Wholesale or Retail activity Pressing the Print Vehicle History will allow you to view and print the history Company Name Howard Mortimer Address 4568 Keele Street Toronto ON 184 E pepe pe E Date o Stock QEL eria ale NO The Status Shown for the Transaction Type are as follows Transaction Type Menu Legend Legend RB Sold through Retail Bill of Sale TR Vehicle Taken in as Trade through Retail Bill of Sale EE R Vehicle purchased through the Wholesale Buy Vehicle Sold through the Wholesale Sell Miscellaneous Information sey Contacts Sam Montague Print This Record Inactive Main Information Mis
35. backup SDATAUSERS DBF SDATAUSERS CDX and SDATAUSERS FPT files to your HomeRunXL3 5 directory Of course now you ll now have to reenter all user data Password Access A variation on this mistake would be to make the same kind of mistake with the Access check box on the Passwords form The recovery approach would be basically the same You Turn on Menu Security before Assigning Menu Permissions You turn on Menu Security before assigning Menu Permissions to yourself The next time you enter your application there s no menu The only way you can exit HomeRun is with the infamous three finger salute Recovery If you can enter HomeRun with another ID and password that has access to the Users form you can go to the Users form and assign Menu Permissions to yourself That solves the problem If for some reason you can t enter HomeRun with an ID and password to correct the problem you must turn off User Access Security and Menu Security by copying your backup by copying your backup SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX files to yur HomeRunXL3 5NDATA directory Then enter HomeRun and assign Menu Permissions to yourself No Exit Permission A variation on this mistake is to forget to assign yourself or another user permission for the File menu Exit option If you do that the HomeRun window close box won t work because it requires the File Exit menu option to function The recovery approach would be basically the same
36. can put in as many vehicles in the grid as you wish Fill in the Vend Stock and Year When the cursor is in the Make field Press F2 to choose a vehicle make from a list Do the same for the Model field Fill in the Serial Mileage and Price Paid fields Also if the vehicle is either a Police Car or Taxi check the P T Checkbox Note that the Serial Number is checked for validity when you move off the Field If the Serial Number is entered incorrectly you will be prompted to reenter it correctly Also the year is extracted from the Serial Number and put in the Year field for that particular vehicle Humber Check This VIN is Mot a Valid Number Please re enter the number The entering of an incorrect VIN will not stop you from continuing entering information This feature is intended only to alert you of an incorrect VIN A running total at the top of the screen will update after you save each vehicle Vehicles 3 Stock no Year Make Model Colour Mileage Serial inim corer ascen T 1999 Fora F150 x ame _ neun arm ewarcaeeo T 199s cnevsolee cavalier am son rea 270586 _ essa 2 01 an som spram ionos O ass messier senring 2 7 1 sedan mare I 8150 00 ID 12300 00 10700 00 1200 00
37. form Then the chapter describes how to use the HomeRun XL 3 5 data maintenance forms Form Toolbar Controls Parent Mode The HomeRun XL 3 5 Form Toolbar provides controls that let you view and manage the data in the HomeRun XL 3 5 tables HomeRun XL 3 5 toolbar controls let you navigate through the records search for records change the record order add records delete records and save changes to records The control buttons have pictures or icons that represent their functions The HomeRun XL 3 5 Form Toolbar controls are shown below Note Holding your mouse cursor over any toolbar buttons will display a description of these buttons Group Locate revious Delete Order Print Last Copy s Cancel AQAEST i e Find First New Filter Delete Save Close The next two pages provide brief descriptions of each Form Toolbar control The Find Locate Filter Order and Group Delete controls are described in more detail in following sections Editing Data When form 15 activated in HomeRun XL 3 5 you may enter changes directly into the fields on the form You click the Save button on the toolbar to save your changes If you try to leave the current record without saving your changes HomeRun XL 3 5 prompts you to save your changes Toggle Controls The Parent Mode and Filter buttons are toggles As described in the table on the following pages the pictures on these controls change to show w
38. get the car ready for sale Once available for sale the Status field should be changed to Returned This vehicle was added to Inventory but was returned to the Originating source This vehicle was sold Retail This vehicle was taken as a trade in Wholesale This Vehicle was sold Wholesale to another Dealer You can add additional items to this list by selecting the Status Item from the support table menu item on the Data gt Lookup Tables Status from the main menu Purchasing Information On this tab you will have information on whom you acquired the Vehicle from If you acquired this particular Vehicle as a trade in the vehicle will be added to the table from the Bill of Sale screen and will be marked with Status of T The purchasing information will automatically be entered on this screen from the Bill of Sale form If the Vehicle was purchased Wholesale and entered via the Bulk Purchase or Wholesale Buy Form the information will be filled in automatically from the this form and that particular vehicle will be marked with a status of P Note You should go in after receiving vehicles from trade or bulk wholesale purchase and complete the selling price and change the status as Available Vehicle Information BMW X5 4D SUV 3 01 3 01 2003 Status P Vehicle Information Purchasing Information Mileage Information Notes Sold To Bought From Purch StockNo
39. if you have a button on a form that runs a process that only certain users are authorized to see you can put Controls Security on that button so that it will only be enabled for authorized users Because Controls Security is assigned to individual users Controls Security 15 disabled if User Access Security is turned off Tip When HomeRun is installed Controls Security is turned off This is done because users and their passwords must be set up and control permissions must be assigned before Controls Security is turned on through the Admin Tools form Assigning Permissions When a new user is added on the Users form the user does not have permissions for any controls included in Controls Security You must assign control permissions to the new user You can assign Controls Security permissions to users in two ways HomeRun XL 3 5 Car Dealer Software e Individual Permissions You can assign control permissions to a user on an individual basis through the Control Permissions button on the Users form 1 Display the user s record on the Users form 2 Click the Control Permissions button on the Users form HomeRun displays the Control Permissions dialog 3 Follow the instructions in the Control Permissions Dialog section below to assign individual permissions e Group Permissions You can assign a user to the control permissions that have already been assigned to a group of users 1 Display the user s record on the Users fo
40. into this or another UPS Battery Backup e Ensure that your Workstations are also plugged in a UPS Battery Backup with sufficient backup time to enable you to close any program Remember it will do you absolutely no good to have the server amp network equipments up and running if a Workstation suddenly closes while working on a program with files open e Arrange to perform a backup daily for all the data that you regularly use 1 HomeRun Accounting Data Spreadsheets and other data Remember to take the data off premises If you have a fire or other calamity it will do you no good to have your data backups done and up in flame with your computers Another reason to have a current backup is if there is a problem with your data it s a simple matter to restore the corrupted files from yesterday s backup HomeRun XL 3 5 Car Dealer Software Installation 7 HomeRun XL 3 5 Installation HomeRun XL 3 5 is a true multi user program You can install on a single computer or if you have networked computers you can install the data on 1 computer Server and install the base program on the other computers on your network and map to the data on the server computer To install HomeRun XL 3 5 you will need to download the file s from the Internet using the link supplied in the email you received when you purchased HomeRun The Main Setup file is to be used for either Single User or a Server Installation This is where the data will be store
41. messages activity tracking and more While each of these features provides valuable functionality they do slow down the operation of HomeRun forms On some computers the reduction in speed may not justify the functionality provided by certain features The purpose of the following sections is to describe changes you can make to HomeRun forms and environment that will increase form speed Increasing Form Access Speed Form access speed refers to the time it takes for a HomeRun form to appear after it s selected from a menu or by clicking the form image while another form is on top The following subsections point out some ways you can speed up form access Activity Tracking If your application doesn t need Activity Tracking turn it off on HomeRun s Admin Tools dialog You may not notice a marked increase in form access speed after turning off Activity Tracking but every little bit you can do to increase form speed adds up Controls Security If form controls security is not needed for an application turning it off on HomeRun s Admin Tools dialog will increase form access speed Field Security If field security 1s not needed turning if off will increase form access speed You can turn off field security for HomeRun on the Admin Tools dialog reached from the Security popup on the Admin menu HomeRun XL 3 5 Car Dealer Software Tips amp Techniques 107 Increasing Save Record Speed When a user saves a record that has b
42. necessary to perform data backups on a timely basis This process can be as simple as copying the HomeRun XL 3 5 files from your hard drive to CD DVD Disk or to USB Disks Another option is to use backup software to automate the procedure There is backup software installed in Windows This will allow you to set up backups as sets and perform the backups to any media The Windows supplied program is a simple and difficult program to use We are using the Professional program from Genie Soft and have been using it for many years You can find information on Genie Backup Manager 9 0 Pro at http www genie9 com business genie soft business solutions aspx It is always best to backup or copy the entire HomeRun XL 3 5 folder In this way you will have the complete backup to restore in the case of disk failure or corruption The least you should backup is the the Data Folder Assuming that you have installed the program with the defaults you can find the program and data under C HomeRun Software HomeRun XL 3 5 Here are some of horrow stories we get regarding backup or lack thereof Officewas broken into last night or on the weekend and someone stole all of our computers e Another tale of woe is that the Hard Drive crashed and all of their data is now gone We re sorry to tell you that there is nothing we can do to help recover your data HomeRun XL 3 5 Car Dealer Software Installation e 13 setup HomeRun XL 3 5 Setu
43. run HomeRun Status A 10 character field used to store information about a user You can use characters 2 through 9 to store any information you need Identification Login Environment Number EZA v Status Report Manager Type Edit amp Run ID Master Multiple Name Authorization First Master Field Help Edit Global Conditions Add Edit Picklist Add Edit Last Password Access Level Middle User Password Permissions Temporary Contro Group MGR Individual Last Change 10 30 2007 Field Group MGR Period days o Menu Group MGR Individual Additional Information This is the master User Access Level The first character of the Status field is reserved to hold a user s Access Level if any See Access Levels on page 94 e Login Status Checked if the user is currently logged into HomeRun If a user is logged in when HomeRun is abnormally terminated due to a power failure rebooting etc the contents of this field may be incorrect If the user has not been given Multiple Login rights as described below the user will not be allowed to re enter HomeRun In this case the system supervisor will have to uncheck the user s Login Status check box so that the user can re enter HomeRun e Multiple Login If checked the user can login to HomeRun from more than one computer at the same time The user can also re enter HomeRun if it terminates abnormally as d
44. start of the name you are searching for If you were looking for LeBlanc amp Associates you could type the letter L and you will be taken to the beginning of the names that start with Type the next letter and so on to find your record The Index order is incremental which allows you to quickly find the record you re looking for E If you want to search for a record by a different field shown Click on the field name at the top of that column That field will become the active search field Type the first few letter of name you want to find 48 e Data Entry HomeRun XL 3 5 Car Dealer Software The Form is divided in 3 sections Main Information Clients and Contacts mm Howard Mortimer PrintVehide History PrintThis Record inactive Main Information Miscellaneous Information Correspondence amp Floor Plan Salesman McGee ContactType Retail Cust E Company Record Salutation First Name Howard Last Name Mortimer Address 4568 Keele Street City Toronto Province ON Postal Code M N 1K4 Phone 416 654 9871 Exten Res Phone Exten Phone 647 656 6565 Exten Cellular amp Phone Exten Other Phone Family Interest Date Entered 06 07 2013 Referred By Date Updated 06 07 2013 Now Has LastPurchase 2003 Ford Edge Sale No 1001 Date 06 08 2013 Vehicle History for this Contact Print Vehicle History Stocks AlphaSt
45. the clipboard Copy Copies selected text to the clipboard Paste Inserts a copy of the clipboard contents into the current field or file Clear Clears or deletes selected or highlighted text Select AII Selects or highlights the entire contents of a field New Form Toolbar control Displays blank form fields for adding a record to a table Copy Form Toolbar control Copies the current record and displays the copy for editing Used to add a record and carry values from the current record to the new record Edit Form Toolbar control Puts form in edit mode for forms that have an edit mode Delete Form Toolbar control Deletes the current record from the table Group Delete Form Toolbar control Brings up the Group Delete dialog for deleting records using condition expressions created by the user Deletes all records meeting the conditions entered More Form Toolbar control After entering a new record clicking the More control saves the record and adds a new blank record Save Form Toolbar control Saves data entered while adding HomeRun XL 3 5 Car Dealer Software View Menu Copying or editing a record and ends the add or Copy Cancel Form Toolbar control Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy Close Form Toolbar control Closes the current form The following table briefly describes the View menu options View Menu Option Purpose
46. the access permission e Grant to Deny to All Clicking the Grant to or Deny to buttons changes the status of all permissions in all forms to granted or denied respectively Permissions Clicking the Copy Permissions button brings up the Copy Permissions dialog where you can copy the permissions assigned to a user or group and make them the permissions of the current user or group See the next section OK When you click OK HomeRun creates records that store the permission assignments for each control Copy Permissions Dialog The Copy Permissions dialog allows you to assign the permissions of a selected user or group to the current user or group HomeRun XL 3 5 Car Dealer Software Field Security Copy Permissions Copy From OUser Group Users Groups Developer Permission Group SMG Sales Manager USl User Level 1 052 User Level 2 E Copy From User Group Click on the User option button if you want to copy the permissions of a User Click on the Group option button if you want to copy the permissions of a group Users List When the User option button is selected the Users list is enabled Highlight the user whose permissions you want to copy e Groups List When the Group option button is selected the Groups list is enabled Highlight the group whose permissions you want to copy e Click Copy to copy the selected permissio
47. to Use the Condition Builder The Condition Builder provides a list of fields for a form or report You build a new condition by building condition statements from the fields provided To build a condition statement you select a field from the Condition Builder s Field list select an operator such as equal to less than etc that compares a value to the field and enter the value for the comparison The How You Use the Condition Builder section below provides step by step instructions for using the Condition Builder How You Access the Condition Builder The HomeRun Condition Builder allows you to build a set of logical field conditions to be used to select records for a form or report The way the conditions are used depends on how you access the Condition Builder as follows e Toolbar Locate When you click the Form Toolbar Locate control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to locate records that match the condition If more than one record matches the condition all matching records are displayed in a grid If you select a record in the grid the selected record becomes the current record on the form 38 e Data Entry HomeRun XL 3 5 Car Dealer Software Toolbar Filter When you click Form Toolbar Filter control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to apply a filter
48. to the records displayed on the form While the filter 15 in effect only records that match the condition are displayed on the form e Toolbar Group Delete When you click the Form Toolbar Group Delete control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the group of records to be deleted Only records that match the condition are deleted e Report Setup For Option When you click the For check box on the Report Setup Dialogue HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the records displayed in the report Only records that match the condition are displayed in the report e Report Setup While Option When you click the While check box the Report Setup Dialogue HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the records displayed in the report Records that match the condition are displayed in the report until the first non matching record is found When the first non matching record is found the report terminates If the first record is non matching no records are displayed in the report How You Use the Condition Builder You use the Condition Builder to create a Condition A Condition 15 a set of logical Condition Statements that will be evaluated together as one expression to select records
49. 1052 This group is for the lowest group of Users This level will not allow this User to see any costs Will also not be able to run any security or cost reports This Group should be set up to have Access Security Level of User Access Security Must Be On When User Access Security is off Controls Security Field Security and Menu Security are off even if they are checked on the Admin Tools dialog A user must log into an application with a User ID and a Password before Controls Field and Menu Security can function Access Levels Security You turn on Access Levels Security by entering an in the first character of the Status field for a user on the Users form See Access Levels Security on page 94 If you are the system supervisor make sure that the first user for whom you enter a is you The 15 for the Developer This allows us to be able to access your system if you should lock yourself out by mistake Tip Access Levels Security is not turned off when User Access Security 15 off This adds another layer of protection to HomeRun security Password Access Security You turn on Password Access Security by checking the Access check box on the Passwords form If you are the system supervisor make sure that the first user for whom you check the Access check box 15 you Password Access Security is not turned off when User Access Security is off This adds another layer of protection to HomeRun security
50. 3 Fax 416 663 4259 Res 416 663 3634 E Mail Address 120774101130319 Exp ires 03 19 2007 Birth Date 03 19 1943 licence e di Economical Mutual ompany Policy Numer 13234342234 Expires 10 11 2007 Ken Gibb Tel 416 333 3939 gent Notes Personal Information Contact Report Company Howard Mortimer Address 4568 Keele Street Toronto ON 1K4 Trans Alpha Stock Ho Year Model Serial No Sale No REM No 06 08 2013 06 08 2013 2004 2004 2005 peser au Vehicle Info for this Contact HomeRun XL 3 5 Car Dealer Software Data Entry e 53 Vehicle Information From this screen you will manage your Vehicle Inventory Vehicle history as well as current inventory is kept in this Table This allows for data access and report production for all vehicles that passed through your Dealership This Form is broken into 6 tabs each holding related information Vehicle Information This screen holds the main vehicle information The program automatically assigns a new Stock Number for all new vehicles added Enter the Asking Price in the Ask Price field This information will be used when doing up Bills of Sale Fill out the Status field from the F2 PickList See Status Information below for description of this field Choose items from the Picklist for Make Model and Colour fields When you enter a Serial VIN HomeRun check the VIN to see if the number entered is a valid Serial Number If the num
51. 7 New Password Enter New Password Enter Again to Confirm 9 Security Reports There are two reports on an application s Security menu They are the Users and Passwords reports These reports are run from menu options instead of the Report Manager so that you can use Menu Security to prevent unauthorized users from running them HomeRun XL 3 5 Car Dealer Software Security e 93 Access Levels Security 94 e Security There is additional security for the Users and Passwords forms On the Users form the first character of the Status field 15 designated as the user s Access Level As soon as one user has an in the first character of the Status field Access Level security is turned on for HomeRun Once Access Level security is turned on the Access Level values in the first character of the Status field have the following meaning e Blank The user will not be allowed to access the Users or Passwords forms e 2 The user can access the Users or Passwords forms but the user will only be able to view users whose Access Level is blank or less than or equal to her own Access Level Level A is the highest and Z is the lowest Access Level A user cannot assign an Access Level higher than her own If an Access Level has not been assigned when a user enters the Users form Access Level Security is turned off and the user can view all records and enter any Access Level Warning If you re
52. AddVehidetoCarStock Agreement Date 06 02 2013 X Serials HST GST Exempt Print Bill of Sale Check amp Disclosure Statement Buy Agreement PURCHASER MVDAReg 4986565 Purchaser 123456 Ontario Inc HomeRun Software Address 1548 Mainway Blvd Unit 18 City Richmond Hill Province Ontario Postal Code L3H 3H5 905 555 1112 Fax 905 555 4545 Salesperson s Reg 564546896 Salesperson s Name Joe LeBlanc GST Registration 1234567 8961001 PST Registration 1234 8965 Model Trim Level Distance Travel KM Miles Licence Fee Total Price HomeRun XL 3 5 Car Dealer Software Check that information 15 correct If there 15 no information shown go back to Vendor name field and choose the Vendor PickList Icon and click the Edit button This will put you in the Contact Form Ensure that the information is entered correctly for this Vendor Save and Close the Client Form and return to the Agreement Save the information again The information will be transferred to this form Enter the information on the Vehicle purchased You can leave the Year field blank Once the VIN 15 validated the program will extract the Year from the VIN When the cursor 15 in the Make field Press F2 to choose a vehicle make from a list Do the same for the Model field Fill in the Serial Mileage and Price Paid fields Also if the vehicle 15 either a Police Car or Taxi che
53. All buttons changes the status of all menu options to included or excluded respectively Copy Permissions Clicking the Copy Permissions button brings up the Copy Permissions dialog where you can copy the permissions assigned to a Security e 97 Controls Security 98 e Security user or group and make them the permissions of the current user or group See the next section e When you click OK a record is created for each menu option for which permission has been granted Copy Permissions Dialog The Copy Permissions dialog allows you to assign the permissions of a selected user or group to the current user or group Copy Permissions Copy From User Group Groups Developer Sales Manager Level User Level 1 User Level 2 e Copy From User Group Click on the User option button if you want to copy the permissions of a user Click on the Group option button if you want to copy the permissions of a group e Users List When the User option button is selected the Users list is enabled Highlight the user whose permissions you want to copy e Groups List When the Group option button is selected the Groups list is enabled Highlight the group whose permissions you want to copy e Copy Click Copy to copy the selected permissions to the Menu Permissions dialog Controls Security allows the system supervisor to enable and disable controls on forms and on the form toolbar by user For example
54. BY SELLER ACCEPTED BY PURCHASER Salesperson s Name James Elliott Salesperson s Name John Smithers Salesperson s Salesperson s Registration 45678945 Registration 123456789 Signature Signature 2009 LeBlanc amp Associates Wholesale Sell Agreement You will use this section to sell Vehicles to other Dealers or Wholesalers In the greatest majority of the cases vehicles are purchased one at a time Because of the information that has to be entered for each vehicle the agreement has been designed to enter only one vehicle at a time The steps for filling in the Wholesale Buy Agreement are as follows Note that the form has 2 tabs The first tab contains the purchaser and vendor information as well as the basic vehicle information for the Vehicle Sofd The second tab has the Vehicle disclosure information You will notice that the information on you the Seller is automatically filled in on a new sale Enter the Salesperson and their MVDA registration number Choose the Vendor from the F2 PickList next to Vendor Name Verify the Vendor Licence and other information from the Number Tab Enter the Purchasing Salesperson information Choose the Vehicle by picking it from your Vehicle Inventory HomeRun XL 3 5 Car Dealer Software Click Update Car Stock button on top right corner of screen Print the Wholesale Buy Agreement F cell Wholesale Bill of Sale Miri vehit ies Agreement Date woe zoo
55. Car Dealer Software Security e 99 100 Security Control Permissions Dialog You use the Control Permissions dialog to assign control permissions to individuals and groups You can reach this dialog from e The Control Permissions button on the Users form when you are assigning permissions for an individual e The Permissions button on the Control Permission Groups dialog when you are assigning permissions for a group Control Permissions ES Message Translations Eg Passwords ES Payment Loan Calculator Eg Print Dealer Information Eg Print Dealer Information Eg Print Garage Register Report ES Registration Information E3 Retail Sales Tax Report Eg Sales Summary Reports E3 String Manager Grant Eg String Translations E Tax Rates O Dany 09 Tip Manager Translations Sers Eg VIN Checker E3 Vehicle Expenses Eg Vehicle Information Control Button to Hide G Copy Delete C x J C3 Filter C3 Find Came jJ Group Delete G List G Locate 23 More New G Order 23 Parent Mode G Print Permission The fields and buttons Control Permissions dialog are described below Forms List The captions of HomeRun s forms with Controls Security are listed in the Forms list Below each caption is a list of the controls for which permission can be granted e Control Permissions Double click on a control to toggle
56. FL c The Filter Condition Builder allows you to filter records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 38 to learn how to use the Condition Builder with the Filter control When you complete building a Condition clicking the OK button sets the filter on the active table or view From that point only records that meet the filter condition are displayed on the form HomeRun XL 3 5 Car Dealer Software Data Entry e 45 Group Delete 46 Data Entry When you click the Order Toolbar control HomeRun displays the Order dialog Main Car Information Table Persistent Indexes Do not use an index Bought From Paid Colour Date Out Date Paid Brand Make The Order dialog displays the record orders you can select for the table displayed on a form The current order is highlighted You change the order of the records on form by selecting a different order The order can be made ascending or descending through the option buttons on the Order dialog When you click the Group Delete toolbar control HomeRun displays the HomeRun Condition Builder fy Group Delete Conditions Modify Condition Mew Copy Remove New Remove Table Employee Data Flarida Employees Comments Field State Selects employees where State 5 nao field cantains FL perator equ
57. HomeRun XL 3 5 section for an overview of how HomeRun XL 3 5 does its job and what it can do for you Skim the HomeRun XL 3 5 Interface section to get a feel for how the HomeRun XL 3 5 menus are organized Then use the HomeRun XL 3 5 Interface section as a quick reference to the purpose of each HomeRun XL 3 5 menu option What is HomeRun XL3 5 HomeRun XL 3 5 is your complete sales and management tool crt Rc UAE UD ALL SINN File Edit View Data Reports Admin Window Help amp Eg HomeRun XL 3 1 Car Dealer Program Registered to HomeRun Software Test Key Contacts amp Clients Retail Bill of Sale VIN Checker i Wholesale Sell Payment Loan Calculator hi is Wholesale Buy Windows Flyer Product Invoice Enter Bulk Vehicles HomeRun performs the following major functions e Manage Client Contacts HomeRun will allow you to manage all your business contacts e Manage your Vehicle Inventory HomeRun will allow you to manage your Car Inventory You will be able to track all the expenses associated with any of your current and previous car inventory HomeRun XL 3 5 Car Dealer Software Overview e 25 e Retail Bill of Sale HomeRun woll allow you to enter and track Bill of Sale for Vehicles sold It will also allow you to print professional looking Bills of Sale e Manage after Sales Products HomeRun will allow you to keep track of the items you keep in stock that you sell to your Clients Also HomeR
58. IDENTIFY PROVINCE S OR STATE S HAS VEHICLE EVER BEEN DECLARED A TOTAL LOSS BY AM INSURER ves THEFT RECOVERY ves 7 ANY BODY PANELS PAINTED OR REPLACED YES MAHUFACTURER S WARRANTY CANCELLED ves 7 Name Signature Date Print 2009 LeBlanc amp Associates Trade In Information Form HomeRun XL 3 5 Car Dealer Software Purchase Bulk Vehicles Purchase Bulk Vehicles Whether you buy your vehicles individually or in bulk this section will allow you to enter the car information and print a list of the vehicles purchased For entering new purchases the steps are as follows 1 Choose the Vendor from the F2 PickList next to Vendor Name 2 Verify the Vendor Licence and other information from the Number Tab 3 Enter the Purchasing Salesperson information 4 Enter the vehicles in the Cars Purchased grid Note that you do not assign the Stock number at this time Click the Update Car Stock button on top right corner of screen Print the List Purchase Bulk Vehicle SubTotal 43150 00 GST 2589 00 Grand Total 45739 00 Update Car Stock vendor Name amp Address Numbers Agreement Mo 20004 Buy Date 01 31 2007 Print Listing Vendor Name Expressive Auto Wholesalers Address 4565 Wharton Road Suite 203 City Brampton Province Ontario Postal Code 131 313 Vehicles Stock_no
59. ION BUILDER ber 36 How You ACCESS the Condition DUIUPTE 38 How Yoa Use the Condition Builder uo ete e oe v aeo su ei Ot Mette 39 jupe eo 43 Use Match Case Tor d Taster Seareltzseo Ru I tta a ens 43 How the Find GontroL Finds Recordsus cu tton 43 Bas Vue TER 44 45 2 POOe 46 OPOUP DELETE sees SG Se ee 46 CUHENTOCQONEPACTS dera E E M ct 48 Moi Informations ete Ui 49 Miscellaneous Orma 50 COPIES DONG CNCE cr 51 Pron Contact Ti OVINAION dai D enue 22 VEHICEETNPORNLIATION mu reu leaden t Dee 54 TZ TI T Rea 54 Contents HomeRun XL 3 5 Car Dealer Software P rchasine TWIOEBIONOTU S Ett ERI TN ta Em IIR Me
60. LANC amp ASSOCIATES DISCLAIM ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Specifically LeBlanc amp Associates make no representation or warranty that this software 15 fit for any particular purpose NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall LeBlanc amp Associates or its suppliers be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use or inability to use this product even if LeBlanc amp Associates have been advised of the possibility of such damages Some provinces states countries do not allow the exclusion of incidental or consequential damages so some of the above may not apply to you GOVERNING LAW AND GENERAL PROVISIONS This License and Warranty Disclaimer shall be construed interpreted and governed by the laws of the Province of Ontario and any action hereunder shall be brought only in Ontario For the purpose of this program the Purchaser accepts the domicile of the City of Toronto in the Province of Ontario If any provision is found void invalid or unenforceable it will not affect the validity of the balance of this Licence and Warranty Disclaimer which shall remain valid and enforceable to its terms If any remedy hereunder is determined to have failed of its essential purpose all limitations of liability and exclusion of d
61. Last Name field would find all records with a Last Name that began with Key Precedence The Find control gives precedence to entries for the primary key That 15 if you make entries on the Find dialog for both the current order key and the primary key the Find will find records that match the primary key entry If no records match the primary key entry the Find will find records if any that match the current index key entry Find Grid If more than one record meets the search criteria entered HomeRun displays all the records that meet the search criteria in a searchable sortable grid You can highlight a record and close the grid to display the record on the form Using the Find dialog illustrated above if an entry of B were made in the Last Name field HomeRun would display the grid below HomeRun XL 3 5 Car Dealer Software Data Entry 43 Locate 44 Data Entry stockno Status Make Model Year SiN Lookup Serial Sold To Buy Date Bought F vans E250 ECONO VAN 1993 486804 1FTDAT4UTPZAB6804 08 05 2003 GE Cap 10160 Sierra 1500 EXT CAB SL 1GCEK14238224384 GE Capi 10181 GE 10 62 e rou Tsuusi0LDOHC4DWONSE 1098 _ agez10____ 2FwDastazWBA36714Home 08 082003 GE fa 1995 pose _frraLpszuisczareed nsmosizoos Cani mea Pymoun NeonzoL20ceE _ 1995 12 ieaceszuiscosisa 081080003 Home lt When you click
62. LeBlanc amp Associates HomeRun XL 3 5 Car Dealer Software Version 3 5 User Manual Used Car Dealer Software Software to help you profitably manage your ealership XL 5 5 Car Dealer Software User Manual LeBlanc amp Associates 25 Four Winds Drive Suite 613 Toronto Ontario M3J 416 663 8510 Internet Web www homerunsoftware net Internet Email info homerunsoftware net O 2013 LeBlanc amp Associates rights reserved Published 2013 Printed in Canada LeBlanc amp Associates Developer have made every effort to ensure the accuracy of this document Developer makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose The information in this document is subject to change without notice Developer assumes no responsibility for any errors that may appear in this document Names and data used in examples herein are fictitious unless otherwise noted The information contained herein is the exclusive and confidential property of LeBlanc amp Associates and except as otherwise indicated shall not be disclosed or reproduced in whole or in part No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc amp Associates WARRANTY DISCLAIMER THIS SOFTWARE IS PROVIDED AS IS LEB
63. MERUN XI 3 9 OVERVIEW el eben ee b Sl rese EL reos tute dep Plo Kus 25 WHAT TS HOMERUN d ope ena RS soi dope vba eeu Sut bdo eel o do Gode df ceto dede 25 WHY YOU NEED HOMERUN AL 9 Cot Rest Ner sae fot Roco Spa toe von EE EH GU Ae aeons 26 HOMERUN XI 3 5 WELCOME FORM eoa eere Saviors EA Too Ree 27 HOMERUN AXL 3S3 do 27 Bom sh E a 28 EDELNIBNUS M M uM M Lr Mesi 28 ease 29 DALA MEN EP cc MM RT 30 ISEPORTSAMIEND ote eni bx eed d M d e 3l 75 hs EB ep B Pec 32 WINDOW MENU Lii etur alten Ede to dM ud E e ue cu DEDE M LM LM 33 Iuli euo RE Gates ts rsa a 33 35 35 CONTROLS o der bove e ta Deren e Peccata a 35 ENEDA ECT PEE 35 TOGO C Cp E 35 Toolbar Meni ODU ONS uve aust 36 RSEOUHSEDERBEIS 37 HOMERUN CONDIT
64. PERSONS OU ACKNOWLEDGE HAVING READ ALL THE TERMS OF LIFE DISABILITY INC SALESPERSON S SIGNATURE IF REQUESTED THE CONTRACT INCLUDING THOSE ON THE REVERSE AND xus ON ATTACHED PAGES YOU UNDERSTAND THESE TERMS FACT ONINSURANGE VENDOR S ACCEPTANCE AT MAKE UP THE ENTIRE CONTRACT LIEN REGISTRATION FEE 169 00 DEALER S REGISTRATION No NAME OF OFFICIAL NET AMOUNT TO 23 169 00 4986565 Joe LeBlanc Purchaser s Signature CCEPTOR S REGIS iO TITLE 0 AERE ca Co Signer s Name Print porrowng 990 1 810 68 564546896 Sales Manager TOTAL Retail Bill of Sale Front Page 68 e Data Entry HomeRun XL 3 5 Car Dealer Software IMPORTANT INFORMATION RESPECTING MOTOR VEHICLE SALES In case of any concern with this sale you should contact your motor vehicle dealer If concerns persist you may contact the Ontario Motor Vehicle Industry Council as administrative authority designed for administering the Motor Vehicle Dealers Act 2002 You may be eligible for compensation from the Motor Vehicle Dealers Compensation Fund if you suffer a financial loss from this trade and if your dealer is unable or unwilling to make good on the loss You may have additional rights at law Contact Ontario Mot at 1 800 943 6002 416 226 4500 or at AMVIC industry www omvic on ca SAFETY STANDARDS CERTIFICATE A safety standards certificate is only an indication that the motor vehicle meets certain basic s
65. THE LAST SEVEN YEARS WAS THIS AN IFY PROVINCE S OR STATE S DOES THE VEHICI DOES THE VEHICI HAVE THERE BEEN ANY PREVIOUS DAMAGE REPAIRED EXCEEDING 3000 00YES HAVE THE MANUFACTURER S BADGES OR DECALS BEEN CHANGED OR HAV THE ORIGINAL PRODUC anu 1 d box abo a The dealer cannot determine the total distance that the while has been driven but can determine the distance that the vehicle has been driven as of some past date The total distance driven is believed to be higher than the previously recorded distance or b The dealer can determine neither the total distance that the vehicle has been driven nor the distance that the vehicle has been driven as of some past date The total distance that this vehicle has been driven is unknown and may be substantially higher than the reading shown on the odometer 2 Legal ownership of the vehicle s shall pass to the Purchaser upon payment of the Total Sale Price to the Seller 3 All risks of damage to the vehicle s is the responsibility of the Purchaser once delivery has been taken by the Purchaser 4 The above shall comprise the entire agreement affecting this purchase and no other agreement understanding representation conditions or warranty either express or implied by law or otherwise is a part of this transaction any such agreement understanding representation condition or warranty being hereby expressly excluded I WE HAVE READ AND UNDERSTAND THE TERMS OF THIS BILL OF SALE ACCEPTED
66. ab next to months to choose a previously entered warranty detail Modify the description if required to reflect the exact nature of the warranty given If there is 3 Party Warranty check the checkbox and choose the previously entered warranty detail from the Company F2 PickList button Vehicle Trade Vehicle sold To Insurance Salesperson Warranty Price Info Print amp Update Dealer Warranty Short Description Months Mileage Description Elis there a 3rd party Warranty Short Description Months Mileage Company Description a Retail Value if Warranty Included in Vehicle Selling Price Will the Dealer or Salesperson receive any incentive for financing of this vehicle HomeRun XL 3 5 Car Dealer Software Data Entry e 63 64 Data Entry Price The Price will be automatically filled in with the Ask Price from the Car Info table when you choose the car in the Vehicle screen Modify this price if required Continue filling in the tabs in order Provision has been made so that description and price for 3 miscellaneous items can be entered The short description entered will be printed on the Bill of Sale The program automatically performs calculations After filling in the items on the 1 column click the Save button to update the calculations Continue filling in the information on the right side of the screen After filling in the Deposit and Paid By fields click the Save button again to update the calculations I
67. al ta Value FL The Group Delete Condition Builder allows you to conditionally delete groups of records using any fields in the Field list for the tables in the Table list See HomeRun Condition Builder on page 38 to learn how to use the Condition Builder with the Group Delete control HomeRun XL 3 5 Car Dealer Software When you complete building a Condition clicking OK button executes group delete While HomeRun performs the group delete it enforces referential integrity and maintains the audit trail Consequently the group delete process can seem slow if the active table or view is involved in a referential integrity relationship As records are deleted the number of records deleted appears in a wait window Tip Pressing the Esc key terminates the group delete HomeRun XL 3 5 Car Dealer Software Data Entry e 47 Client amp Contacts This 15 where you enter and manage all your Clients and Contacts When you click on the Menu Item you will be offered a List Form This allows you a quick way to find a particular or group of records sey List gt Company Full Name We Wreck Auto Wreckers Wreck We LeBlanc amp Associates LeBlanc Joe Expressive Auto Wholesalers lauto Tech Ltd Montague Sam Wylie Jonathan M 3 As you add more records you will be presented with a larger list of all records in the data table that match your request Click on the label on the top of the column and type the
68. amages set forth herein shall remain in full force and effect This Licence and Warranty Disclaimer may only be modified in writing signed by you and a specifically authorized representative of LeBlanc amp Associates Use duplications or disclosure by the U S Government of the computer software and documentation in this package shall be subject to the restricted rights under DFARS 52 227 7013 applicable to commercial computer software rights not specifically granted in this statement are reserved by LeBlanc amp Associates NOTE The HomeRun Software program uses various forms in this software We believe these forms meet the requirements of the Motor Vehicle Dealers Act 2002 MVDA We have made every effort to ensure that these forms meet the requirements of the MVDA 2002 However these forms have not been vetted by our Lawyers It is highly recommended that you have these forms checked with your Legal Counsel to ensure that they are suitable for your Business LeBlanc amp Associates expressly disclaim all responsibility for the validity of these forms Trademarks HomeRun HomeRun XL 3 5 Car Dealer Software and the LeBlanc amp Associates logo are trademarks of LeBlanc amp Associates ProMatrix Visual ProMatrix and the ProMatrix Corporation logo are trademarks of ProMatrix Corporation Microsoft Visual FoxPro and FoxPro are registered trademarks and Windows is a trademark of Microsoft Corporation oth
69. anager and to reports run from menu options The following table briefly describes the Reports menu Reports Menu Option Purpose Inventory Listing Displays the form to run the Inventory Listing Report Delivery Schedule Displays the form to run the Delivery Schedule Inventory Valuation Displays the form to run the Inventory Valuation Report Report Sales Reports Display the form to tun the various Sales Reports Purchase amp Tax Displays Tax Report Options Reports gt Wholesale Prints the Wholesale Sales Tax Report Purchase Sales Tax Report Wholesale Sell Tax Prints the Wholesale Sell Tax Report Report Retail Sales Tax Prints the Retail Sales Tax Report Report Garage Register Prints the Garage Register Sales Followup Prints the Sales Followup Report Report Sales Comparison Prints the Comparison Report which will allow you to Report compary sales for various periods Vehicle Expense Prints the Vehicle Expense Report Report Report Manager We have left this in for legacy report purposes and are not currently using it The HomeRun XL 3 5 Report Manager is described in detail in the Reports chapter HomeRun XL 3 5 Car Dealer Software Overview e 31 Admin Menu You manage and control HomeRun XL 3 5 through the Administrative Tools found on the Admin Menu The following table briefly describes the Admin menu options Admin Menu Option Purpose Company Information This menu item displayed the co
70. and Workstation Seup files 8 e Installation HomeRun XL 3 5 Car Dealer Software Setup for a Single User or Main Network Computer gt To run Setup 1 Start Microsoft Windows Close all other Windows applications 2 Installation from Exe File If you are installing HomeRun from exe file that you download from the HomeRun web site create an empty directory and place the file s into that directory or save to your Desktop so it will be easier to find Run the downloaded file from the directory that contains the EXE file 3 Setup displays a Dialogue box telling you that it will install HomeRun in the C Program Files HomeRunXL3 5 directory 4 Follow the instructions on the screen Setup ends You ll see a Windows Start menu entry for HomeRun A shortcut will also be placed on your Desktop You can now run HomeRun from the HomeRun Start menu or Desktop options The next step is to run HomeRun to complete the installation Before starting to use HomeRun for the first time you will need to enter certain information identifying your company and certain licence numbers that are specific to your company The Running Home Run for the First Time section tells you how to do that But first read the next section to see what Setup has installed and to check your setup Very Important Read and follow the instructions in the Creating Security Recovery Files section below to make sure you can recover if you implement HomeRun s Security Optio
71. anels Painted or Feplaced The next step is to fill in the Vehicle Disclosure information If any of this information is entered in the Vehicle Info table it will be automatically transferred to this form when the vehicle 15 chosen HomeRun XL 3 5 Car Dealer Software Data Entry e 77 Employees 78 e Data Entry Save the record by Clicking on the Save Icon on the top button bar Click Print Agreement button to view and print Agreement WHOLESALE BILL OF SALE ventinel Acts Salas IRS 12 45 Mairwey Are Unit 12 MimskikkBAarma LaL 4L4 Gaorgetawn Auto Salas 2545 Meurntain Bead Ontario LT3G4T OA Ragisrearlon E WIDA Esglxtrnti on 8 52545345 5 5 7 Mmgistratiaon 54565455 F 3 T Registration 32836 5432 Tel i05 555 4111 Tal FR COS amp t5 amp 5 5 Fas B In 9054 1224 Fax SOS amp bB h5t serein called the 1 herein after called to E wee Trim Level ae Fu Carchack x UEDA Lion amp Kwik Check sas ghach m X Gut ef Provinee 7 Gntaria Hiatery Search m L AO Toke T Hum FRAR SUT Mi 1 cur or ek s 07 5 VEXICLE TES H RM ArPROPSIATR POE HERI LA WES COEST IFT KEOYINCE T 3TWIELDLEM POL COOME TES
72. ates application you can view errors for all applications by clicking the All Apps option button in the Filter box Form Controls You cannot edit or add error records but you can delete them e Memory Click the Memory button to see the contents of memory variables and arrays when the error occurred e Status Click the Status button to see the status of the FoxPro environment when the error occurred The following table explains the fields on the Errors dialog Errors Fields Contents User ID Blank if User Access Security is not on in HomeRun XL 3 5 otherwise contains the ID of the user who experienced the error App Prefix 3 character prefix of the application that produced the error Error FoxPro error number Date Time Date and time the error occurred Message FoxPro error message Program Program routine running when the error occurred Code Code line that produced the error Line Number of code line that produced the error GET Field Name of GET field if any cursor was on when error occurred Last Key Last key pressed before error Top Window Topmost window if any when error occurred Errors Report The HomeRun XL 3 5 Report Manager contains an errors report The errors report prints error records in the errors table You can select the report s order filter and scope Errors Management Periodically backup the errors table and delete its records You can use the Group Delete on the Errors form
73. atus will be marked as T for trade The program will also update the Vehicle History Table with the trade information 2 Update Car Status Information This will mark the status for the Sold vehicle as sold in the vehicle table 3 Update Sold To Information This will add the information on the purchaser of the vehicle in the Sold vehicle record The program will also update the sell price for this vehicle and recalculate the profit based on the information in the record This will also update the Vehicle History Table with the Sold vehicle information The following 6 buttons are for the printing of the Retail Bill of Sale as well as other functions that are required for a sale HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 Car Dealer Software Print Bill of Sale Duplex With more duplex printers in the marketplace it is now possible to print both front amp back pages of a report in 1 pass If you re printer supports duplex printing this will make it easier to print Print Bill of Sale Front you do not have duplex printer you will have to print the front amp back of the Bill of Sale individually Print Bill of Sale Back After printing the front of the bill of sale turn the paper around and print the back of the Bill of Sale Print receipts for Deposit Some Purchasers ask for a separate receipt for their downpayment At the request of some of our clients we have included this option in the
74. ber is incorrectly entered a message is displayed informing you of this and allowing you to change or re enter the VIN VIM Humber Check This function also checks that the year entered matches the 10 position validity check If the year 15 incorrectly entered HomeRun will change the year automatically to match the correct year for the VIN 7 Vehicle Information X5 4D SUY 3 01 3 01 2003 Status P Vehicle Information Purchasing Information Mileage Information Notes Sold To Stock No Status In For Resale MTO Brand None Engine Power Prior Use BMW Model xs 4p suv 3 01 amp Trim Level 3 01 Year 2003 Body amp Colour crey 5 suxrAs35631v74602 S N Lookup v74602 Mileage In 112 847 Asking Price JUCDA Lien Search amp Kwik Check Auto Check v CarF ax C Carproof Out of Province Lien Search Ontario History Check Can Check Accident Repair This vehicle has had an accident claim over 3000 C Structural Damage 54 Data Entry HomeRun XL 3 5 Car Dealer Software Status Field Menu Legend Legend Description Purpose Available Means that the particular vehicle is on the lot and available for sale Purchased When a vehicle is added to the Inventory through the Wholesale Purchase form it 15 marked as with a P In this way you can go in to add the additional information and
75. ble jet printer Ensure Profitability Even before you print the Bill of Sale for the customer you know exactly how much profit you will be making on the sale Track Expenses HomeRun allows you to track all expenses associated with each vehicle Track Vehicle Activities HomeRun allows you to enter and track all your activities Wholesale and Retail Purchases and Sales Validate Serial Numbers HomeRun automatically checks the serial number you entered each time you save a record and informs you if it is not a valid serial number There is also a separate VIN Checker in the program so you can check a VIN before entering a vehicle in the program Validate Vehicle Year HomeRun automatically obtains the year of a vehicle from the serial number after it ascertains the number is valid and inserts it into the record when it is saved Calculate Loan Payments Allows you to calculate and print Loan Payments periods in the Bill of Sale by Monthly Bi Monthly Weekly and Bi Weekly Periods Wholesale Buy and Sell Allows you to purchase and sell wholesale to other dealers Prints Bill of Sale appropriate for the transaction Vehicle Appraisal HomeRun allows you to produce and print Vehicle Appraisals Trade In Forms HomeRun allows you to produce a form for the trade in client to sign for Trade in Vehicles Introduction e 1 Windows Flyers Produce individual professional looking Windows Flyers for your vehicles e Reports Ma
76. cellaneous Information Correspondence Drivers Licence 4565 565656 Licence Expire 12 13 2009 Birth Date 12 13 1962 Insurance Expire 01 03 2008 amp Insurance Company Economical Mutual Policy Number R54565465R Insurance Agent Client Insurance Agent Name Agent s Tel 416 622 5454 Dealer Number RIN Number GST Number PST Number Dealer Salesperson Salesperson Number Notes 1 Notes 2 50 e Data Entry HomeRun XL 3 5 Car Dealer Software For a Retail Contact you will enter drivers licence and insurance information If you do not enter this information here you can choose Edit from the picklist menu in the Retail Bill of Sale to enter it then It will then be copied back to the Sale form In the case of Dealer you must enter the Dealer s information here It is taken from here when entering vehicles in the Bulk Purchase Wholesale Buy and Sell forms You can also enter any miscellaneous information you wish to make about this record in the notes or memo field gt Dealer Information When you either Buy or Sell a Vehicle to another Dealer you re required to keep track of certain information This information should be entered on this tab In this way when you fill out the Buy or Sell information the information will automatically be entered on those forms and you will have a permanent record of the complete transaction gt Licence and Insurance In the case of a Retail Client you require certain information
77. change passwords immediately e Change Character Holds the character that when appended to the password on the Login dialog signifies that the user wants to enter a new password The default Change Character is a question mark e No ID in Password Check this box to prevent users from putting their User ID in their password e Minimum Length A number from 1 to 10 that represents the least number of characters that can make up a password e Maximum Length A number from to 10 that represents the greatest number of characters that can make up a password e Prior Passwords A number that represents how many prior passwords will be checked to prevent duplicate entry An entry of one means that the 90 e Security HomeRun XL 3 5 Car Dealer Software user s current password cannot reused An entry of five means that user s current and four immediately preceding passwords cannot be reused Users You access the Users form from the Users option on the Admin Security menu The Users form is where you enter and maintain information about the people who will be using HomeRun Click the New button on the toolbar and enter a new user s information the fields shown The fields on the Users form are described below User Number A 10 character field used to identify the user in the organization User ID A 10 character field which identifies the user to HomeRun You enter your User ID on the Login dialog when you
78. ck the P T Checkbox Note that the Serial Number is checked for validity when you move off the Field If the Serial Number 15 entered incorrectly you will be prompted to reenter it correctly Also the year is extracted from the Serial Number and put in the Year field for that particular vehicle VIN Number Check The entering of an incorrect VIN will not stop you from continuing entering information This feature is intended only to alert you of an incorrect VIN Fill in the information on this form that pertain to this vehicle Buy Wholesale Bill of Sale amp AddVehidetoCarStock Print Bill of Sale Main amp Vehicle Information Check amp Disclosure Statement SEARCHES PROVIDED 00000000000000000000000000000000000000000200000000000000000000000000000000000 0020000000090 RUCDALien Search 8 Kwik Check C Auto Check Carfax Carproof Out of Province Lien Search Ontario History Search Can Check MANDATORY DISCLOSURE STATEMENT AS REQUIRED BY MVDA 2002 MTO Registration Brand Out of Province Vehicle Odometer Faulty Broken Replaced or Roll Back MUS Vehicle If Yes See section1 on Reverse and If yes identify Province s State s Check appropriate box here C14 718 ny s s If 1Ais checked show previous odometer reading KM Miles And Date of Previous Reading 1 Daily Rental Fire Damage Water Damage a Anti Lock
79. d 80 e Data Entry HomeRun XL 3 5 Car Dealer Software Humber Check Ed 1 rhis vinis valid If the VIN is incorrect the message will indicate this VIN Humber Check QL This VIN is Mot valid If you want to copy the VIN to another Windows program simply click the Copy button and the VIN as entered will be copied to the Windows Clipboard You can then simply paste it in your other document etc Check Duplicate VIN Let s say that you sold a vehicle to a Client The Client was so happy with his purchase and the service received that he returns to buy or trade for another vehicle You want to check the information on what will now be his trade vehicle Simply enter the VIN in this form and program will give you the original stock number of this vehicle S Check Duplicate VIN Enter ta find 1 2072 631431727 eCheck VIN Duplicate VIN Check indaws Flyer HomeRun XL 3 5 Car Dealer Software Data Entry e 81 Administrative Tools Overview Admin Tools Errors This chapter describes the HomeRun XL 3 5 administrative tools that aren t described elsewhere in this User s Guide This includes e Error Handling See Errors on page 83 e Reindex Pack Tables Utility See Reindex Pack Tables Utility Regardless of how extensively a developer tests software errors occur Consequently HomeRun XL 3 5 contains an error handler that deals with errors gracefully and records use
80. d The Workstation setup file is to be used to perform a setup on network computers The Workstations will use the data stored on the Server computer Important You cannot simply copy files from the CD or Setup Disks to your hard disk You must use the Setup program to decompress and install the HomeRun XL 3 5 files into the HomeRun XL 3 5 directories Before You Begin Installation Before you install HomeRun XL 3 5 make sure that your computer meets the minimum requirements Hardware and System Requirements To run HomeRun your computer system must meet these minimum requirements Any IBM compatible computer with a Pentium 4 2 4 Hz processor or higher A mouse 4 Minimum 8 GB Recommended A hard disk with 107 megabytes of free space More space will be required for your data e or higher resolution monitor set at 1024 x 768 Screen Size Windows XP Professional Vista Business Windows 7or 8 Proffessional HomeRun is a business application and as such requires a Business Operating system Windows XP Home Vista Home is not a business operating system and as such is not recommended In addition we will not offer support on system problems if you are running these home operating system e Installed Windows fonts Arial Courier New and Times New Roman Running Setup Begin the HomeRun XL 3 5 installation process by running the Set up file downloaded from our Server Download both the Main Server
81. d confirm with the Client that the Insurance information is entered and correct Save the record and exit the Contact Information screen When you return the main information will be entered on Sold To screen Save the record at this time the relevant information on the Client including the Insurance information will automatically be entered on this form If the Purchaser is a Company rather than an Individual Check the Sold to Company checkbox This way the Company name will be printed on the Bill of Sale Otherwise the First and Last Name of the Purchaser will be printed HomeRun XL 3 5 Car Dealer Software Data Entry 61 62 Data Entry Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Last Mortimer First Name Howard Company Address 4568 Keele Street City Toronto 56E33EFA C472 4A4F 84F6 090ACDAEDEBE Prov Postal Code 1K4 Sold to Company Email Address Tel 416 654 9871 Type Res Tel 647 656 6565 Type Cellular Tel Type Tel Type Insurance The information on this tab should already have been entered from the Client Information table If not return to the Sold To tab and rechose the contact again and enter the information in the insurance tab of the Contact form Once you save the data and close the Contact form the information will then be filled in here Vehicle Trade Vehicle Sold To Insu
82. d into the foreign key fields of the new child record 3 Copies current record and displays the copy for E editing Used to add a record and carry values from the current record to the new record rs Delete Deletes the current record from the table Relational Integrity is enforced Group Delete Brings up the Group Delete dialog for deleting records using condition expressions created by the user Deletes all records meeting the conditions entered As records are deleted the Audit Trail is updated and Relational Integrity is enforced More After entering a new record clicking the More control saves the record and adds a new blank record mj Save Saves data entered while adding Copying or editing a record and ends the add or Copy Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy Related Forms Controls n Parent Mode Turns Parent Mode for child forms While Parent Off Mode is on the record selection and navigation controls operate on parent records When the Parent Mode Off picture is displayed Parent Mode is not in effect E Parent Mode Turns Parent Mode off While Parent Mode is off the On record selection and navigation controls operate on child records When the Parent Mode On picture is displayed Parent Mode is in effect Close Control Close Closes the form Some Fields on forms are designated as Required Fields an
83. d must be filled in before a record can be saved These fields are shaded light yellow on the forms Some of the HomeRun XL 3 5 Car Dealer Software Data Entry 37 fields that are required are Enter Date on Bill of Sale Sold Date 10 107 HomeRun Condition Builder The HomeRun Condition Builder is an interface used with the Form Toolbar Locate Filter and Group Delete controls and the Report Setup Dialogue s For and While options x Conditions Modify Condition Conditions Contact Type Contact Type equal to Supplier Condition Library List l OF Statements Contact Type equal to Contact x New Remove Aga wR I LIT DI Conditi mm Condition onanan Statement Name gt Contact Type Tabie Waster Client Table Builder EUM Contact Type m to filter or locate records by contaci Type Operator equal to Vale Supper E cos The Condition Builder allows you to construct simple and complex conditions to locate filter or delete records on a form The Condition Builder lets you create conditions to select the records that will appear in a report Conditions Library The Condition Builder allows you to store maintain and recall a library of frequently used conditions for each form and report What s more if you turn on User Access Security each user can build her own library of conditions In short you can create condition libraries by form report and user How
84. d note that for costing purposes your invoice amount should include all labour materials less GST HST When you save each Vehicle Expense record the particular vehicle s Expense totals is automatically recalculated and updated Tip If you entered an incorrect amount for a particular expense simply find that entry and make the correction When you save that particular expense the vehicle expense summary on the Vehicle Info Form will be automatically recalculated HomeRun XL 3 5 Car Dealer Software Data Entry 59 Bill of Sale Retail Bill of Sale The Bill of Sale screen is comprised of 8 tabs each displaying related information The process is as follows 1 Fill out the first 7 pages in order The 8 page displayes cost and profit information pertaining to this Bill of Sale Print the Bill of Sale for the Client to Sign Place the Bill of Sale in your printer again and Click the Print Condition Information button to print the Conditions on the back of the Bill of Sale 4 After the deal has closed Click the Update Car Status Information button to update the Car Info Table with the sold to information 5 After the deal has closed Click the Sold to Information button to update the information for this client the Client Table 6 Ifexpenses have been added to this vehicle after the Bill of Sale screen is saved update the information in the Car Info Table by clicking on the Update Cost Info After Sale Com
85. dge Model Stratus 2 0L 4D Trim Level 456456 Colour Beige Body Type Passenger Car Serial VIN 115 ODOMETER FAULTY BROKEN REPLACED OR ROLLED IF 1A IS CHECKED SHOW PREVIOUS ODOMETER READING JAND DATE OF FREVIOUS READING DISTANCE TRAVELLED See distance travelled box above F a The Purchaser cannot determine the total distance that the vehicle has been driven but can determine the distance that the vehicle has been driven as of some pasi date The total distance driven is believed to be higher than the previously recorded distance or b The Purchaser can determine neither the total distance that the vehicle has been driven mar the distance that the vehicke has been driven as of some past date The total distance that this vehicke has been driven is unknown and may be substantially higher thas the reading shown on the odometer DOES THE VEHICLE REQUIRE REPAIRS SUSPEHSION SUBFRAME DOES THE VEHICLE HAVE STRUCTURAL PARTS DAMAGED ALTERED OR REPAIRED HAVE THERE BEEN ANY PREVIOUS DAMAGE REPAIRED EXCEEDING 3000 00 HAVE THE MANUFACTURER S BADGES OR DECALS BEEN CHANGED OR HAVE THE ORIGINAL PRODUCTION SPECIFICATIONS BEEN CHANGED ARE THERE OTHER DISCLOSURES aaa WITHIN THE LAST SEVEN YEARS WAS THIS AH ANTI LOCE BRARES IHOPERABLE YES E NOT APPLICABLE T OUT OF PROVIBCE VEHICLE YES AIR BAGS MISSIHG IHOPERABLE YES HOT APPLICABLE 10 5 VEHICLE YES POLUTIOH CONTROL INOPERABLE ves APPLICABLE YES
86. e Bill of Sale form for the accepting officer 7 Employee Information Wesley Spike Name amp Licencef Address Telephone First Name Wesley j Last Name Spike Title Sales Representative Licence No 45689865655 Licence The Second tab enter Address of employee If this Employee 15 an independent Employee that invoices you for commissions and other services enter the name of the company the Employee uses to invoice you Employee Information Wesley Spike Name amp Licence Address Telephone Company Name Enter Company Name if applicable Address City Province Postal Code HomeRun XL 3 5 Car Dealer Software Data Entry 79 Fill out the Telephone Numbers and Extentions 7 Employee Information Wesley Spike Name amp Licence Address Telephone Telephone 416 656 5656 Extention Cellular Telephone 905 785 9898 Extention Res Telephone U Extention Other Tel Fill out the Notes Tab Vin Checker The Vin Checker allows you to check the validity of a VIN without having to open up a Vehicle Information form Simply enter the VIN in the Validate field and click Verify VIN If the VIN is valid you will be given a message indicating this The model year will be extrapolated from the VIN and entered in the Model Year field Vin Checker Enter VIN to Validate Model Year Verify YIN Copy YIN ta Clipboar
87. e default Separator is e Century A number from to 99 that specifies the current century When a date in HomeRun XL 3 5 has a two digit year the Century entered determines in which century the year occurs Rollover Year Determines whether the year is in century or the century following this Century A number from to 99 that specifies the year equal to and above which is the current century and below which is the next century The default value is the last two digits of the current year plus 50 years if the current year is 1998 Rollover Year is 48 the last two digits of 2048 1998 50 Note that the rollover value only determines the century for a date entered without a century portion an ambiguous date format that is not recommended For example if the current year 1s 1998 and Rollover Year 15 the default 48 any date entered without a century portion and a year of 48 or greater is considered to be in the current century the 20th century Any date entered without a century portion but with a year before 48 15 considered to be in the next century the 21st century Report Mgr Type Currently we do not use the Report Manager AII the reports you will require can be accessed from the Report Menu Item HomeRun XL 3 5 Car Dealer Software Setup 17 Directories 18 Setup The Directories option on the Admin menu displays the HomeRun XL 3 5 Home Tables and Reports directories Tables A table is a specia
88. e for each field in the deleted record s primary key If you have checked the Del Aud Trail All Flds checkbox on the Data Manager Table Properties page an audit trail record is created for every field in the deleted record If the table has child grandchild etc related tables with the Cascade rule selected for deletes records in the related tables are deleted and Audit Trail records are created for the deleted related table records Consequently the Audit Trail feature can slow down the deletion of a record significantly Turn off the Audit Trail for HomeRun If you don t need the Audit Trail for any forms in HomeRun you can turn it off on the Admin Tools dialog reached from the Security popup on the Admin menu This will increase the speed at which records are deleted 108 Tips amp Techniques HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 Car Dealer Software e 109
89. eRun in the C HomeRun Software HomeRunXL3 directory HomeRun XL 3 5 Car Dealer Software Installation e 9 Follow instructions screen After setup is completed Workstation setup screen comes up Enter path to the Data and Report folders Assuming that you mapped Drive H to the Homerun folder on the server your entries should look something like this When you are finished entering the information Click Apply and then OK dii Set Directories Locate APD File svpmapplicationdefinition apd C HOMERUN SOFTWARE HOMERUN 3 1 SVPMAPPLICATIONDEFINITION APD Data Directory HADATA Edit Entire Record OK Cancel Apply 7 Setup ends You ll see a Windows Start menu entry for HomeRun A shortcut will also be placed on your Desktop You can now run HomeRun from the HomeRun Start menu or Desktop options 10 e Installation HomeRun XL 3 5 Car Dealer Software What Setup Installs HomeRun Directories for Single User Server For Single User or Network Installation on the Main or Server computer Setup creates a HomeRunXL3 directory on your hard disk with the following subdirectories and copies the HomeRun files to these directories Subdirectory Contents Table files used by HomeRun and applications REPORTS Report files used by HomeRun and applications HomeRun Directories for Network Users Network Installation Setup creates a HomeRun directory on your hard disk with the following s
90. ealer or his assigns shall have the right to repossess and resell the motor vehicle by private sale or by public aution without notice to the purchaser and to that end shall have ther right to make whatever repairs are deemed necessary Such a repossession and resale shall not affect the dealer s right to retain all payments made thertofore as liquated damages and not as a penalty CANCELLATION OF AGREEMENT It is mutually understood and agreed that in the event of this agreement being cancelled by mutual concent the dealer shall forthwith return the deposit if any and any used motor vehicle which has been taken in exchange as part payment of purchase price sold by the dealer prior to such cancellation shall be accounted for by the dealer at the trade in allowance as shown on the face of the agreement 5 DELIVERY BY DEALER It is mutually understood and agreed that where the motor vehicle herein described is a new motor vehicle and the dealer is unable to make delivery within three months of the date of the contract the dealer shall forthwith notify the purchase on expiration of the three month period and a The agreement may be extended within 5 days of notification by mutual consent to be evidenced in writing or b The 5 day period referred in sub a has expired or on express notification of either party this agreement may be cancelled and the dealer shall forthwith return the deposit if any and the motor vehicle given as a trade to the purc
91. echnical support services through our Priority Support option Priority Support can be purchased on a per incident basis or on an annual basis in sets of 10 or 25 Support Units Priority Support provides the following additional support services e Telephone Support from 9 00 a m to 5 00 p m EST Monday through Friday e Priority Response provides access to senior HomeRun XL 3 5 staff e Priority Email Support lets you submit support requests via private email If you need priority telephone support call 416 663 8510 Telephone support hours are from 9 00 a m to 5 00 p m EST Monday through Friday You can also get HomeRun XL 3 5 Priority Technical Support via private Internet email Send Internet email to support homerunsoftware net HomeRun XL 3 5 Subscription Support We now offer HomeRun XL 3 5 via subscription which may be purchased on a mostly on an annual plan HomeRun XL 3 5 Car Dealer Software Introduction 3 Errors While you are on any subscription plan you will receive the following for the term of the purchased support e Telephone Technical or Training support e Email Telephone or Training support e updates issued during your subscription period e Any upgrades issued during your subscription period Support for Legacy Purchasers When we initially released HomeRun we sold the program outright These Users received 12 months of support with their purchase For their purchase fee they could use
92. ecurity prevents unwanted entry into HomeRun User Access Security requires users to enter a valid User ID and Password before they can access an application Tip When HomeRun is installed User Access Security is turned off You must enter users and their passwords on the Users form before User Access Security can be turned on through the Admin Tools dialog See the Users section below User Login When you run HomeRun with User Access Security on HomeRun displays the User Login dialog A Enter your ser ID and Password Enter your ID and password If you press the escape key you will exit HomeRun You are allowed three attempts to enter a valid password Upon the third invalid entry you exit HomeRun Temporary Password When you enter a new user on the Users form you enter a temporary password for the user When the user enters HomeRun for the first time the user will be prompted to enter a new password of 5 own choosing The purpose of this feature is to allow only the user to know their password after the system supervisor assigns a temporary password Password Expiration After you enter a valid password HomeRun checks to see if it is time to change your password It is time to change your password if the current date is equal to or greater than the date calculated by adding the Password Period in your User record to the date you last changed your password Changing Your Password You may enter a new passw
93. ed In the case where the Seller not a HST Registrant Check the box HST GST Exempt and the tax will not be calculated 1 Choose the Vendor from the F2 PickList button next to the Vendor Name 2 Verify the Vendor licence and other information from the Number tab 3 Enter the Purchasing Salesperson information 4 Notice that the Purchaser Name and other information is automatically filled in when you enter a new record 5 Enter the name and licence number of the person that will be signing the document for this vehicle purchase 6 Enter the information for the vehicle purchased on the bottom part of the form Note that you do not assign the Stock Number at this time A stock number will be assigned for this vehicle when you press the Add Vehicle to car stock button Click the Check amp Disclosure Statement tab and fill the information Click on the Update Car Stock button at the top right corner of the form Print the Wholesale Buy Agreement Buy Wholesale Bill of Sale 1 Main amp Vehicle Information Agreement 3204 SELLER MVDAReg 54897654897 Seller Name Ford Motor Credit Address The Canadian Road City Oakville Province ON Postal Code L6J 5C7 Salesperson s Registration 3587455 Salesperson s Name Samual Fordham GST Registration 5465464564RT001 Stock Alpha Stock Year Make Colour Gas Diesel Hybrid Price H S T 74 e Data Entry
94. een edited on a form HomeRun performs a check to make sure that the record s primary key is not duplicated in another record in the table When a user saves a record that has been edited on a form the HomeRun Audit Trail routine adds a record for every field that has been changed on the form to the Audit Trail table Consequently the Audit Trail feature slows down the saving of an edited record Turn off the Audit Trail for HomeRun If you don t need the Audit Trail for any forms in HomeRun you can turn it off on the Admin Tools dialog reached from the Security popup on the Admin menu This will increase the speed at which records are saved Increasing Delete Record Speed When a record is deleted on a form the HomeRun referential integrity routine 15 run and audit trail records are created Both of these processes take time Referential Integrity The HomeRun referential integrity routine is run to find and handle related records in other tables The referential integrity routine can take a significant amount of time if a table has a lot of related child grandchild etc tables There is no good way to speed up the HomeRun referential integrity routine other than to forego the referential integrity check However it is not recommended that you abandon referential integrity unless absolutely necessary Audit Trail When a user deletes a record on a form the HomeRun Audit Trail routine by default adds a record to the Audit Trail tabl
95. ent settings as needed Confirm Specifies whether the Enter or Tab key must be pressed to exit an input field on a form When Confirm is checked you must press Enter or Tab to move to the next object on a form When Confirm is unchecked and the cursor reaches the last character in an input field the cursor moves to the next object and the bell sounds if the Bell check box is checked By default Confirm is unchecked Exit Confirm When you exit HomeRun XL 3 5 a dialog appears to confirm your exit This dialog prevents accidentally exiting HomeRun XL 3 5 However some people are annoyed by the confirmation dialog If you re in the latter group you can turn off the exit confirmation by unchecking the Exit Confirm check box HomeRun XL 3 5 Car Dealer Software Clock If you want to display a clock in the HomeRun XL 3 5 window you can choose the row and column for the clock s display You can also choose to display the clock in the status bar Bell Turns your computer bell on and off If the Bell check box is checked your computer bell will sound during editing when you reach the end of a field or enter invalid data Date Specifies the format for the display of dates on forms The default format is American mm dd yy The drop down combobox lets you choose different formats based on country or the placement of mm dd and yy The Separator specifies the character that separates mm dd and yy in the date format selected Th
96. er trademarks acknowledged July 2013 Contents CONTENTS me I INTRODUCTION 1 WERC OME c 1 WHY USE HOMERUN XL 3 5 CAR DEALER nenne esee tenen rnnt nnne nene 1 WHO SHOULD USE HOMERUN XL 3 5 CAR DEALER 2 HEN YOUNEED HEEP aeii p 2 HOMERUN XL 3 5 CAR DEALER SOFTWARE TECHNICAL 2 IN CVS SCT 2 HomekRun XL o Car Dealer Software Web 3 Homekun XL Product VIGINICROIICE Lo seda mis used Aaa 3 HomeRun XD d roducr UDPrades oec us ep i ume entrate 3 xb 3 HomeRun XL SuDSCHDHIOIn SUPOT een ieii aen tutu eee id e 5 SUDDOFL TOF LEUS T ie 4 XID 3 Bug RENONS creber itari E eta ds Goto aactin EEA 4 ERRORS J Y E 4 VISUAL FOXPRO AND VISUAL PROIVIA ERD cc scsacussonsecanseroncantennevands Sb goa qud iban FOROS Dos uda e oS supe vim QUA 4 WHERE TO GOFROM HERE
97. escribed above If unchecked the user can only login if the Login Status field 1s unchecked Multiple Login Tip At least one user should be given the multiple login right so that all users would not be locked out of HomeRun if there is a power failure etc HomeRun XL 3 5 Car Dealer Software Security e 91 92 e Security e First Name A 20 character field for the user s first name e Middle Name A 20 character field for the user s middle name e Last Name A 20 character field for the user s last name e Temporary Password When a user is first added on the Users form enter a temporary password in this field Then when the user enters HomeRun for the first time the user will be prompted to enter a new password of the user s own choosing Temporary Password Tip Any time you make an entry in this field the next entry into HomeRun by the user will require the user to enter a new password Password Last Change Date This field contains the date of the last password change Password Last Change Date Tip Blanking out this field will cause the user to be required to enter a new password upon the next entry into HomeRun Password Period This field contains a 3 digit number that represents the number of days that when added to the Password Last Change date 15 the date on which the user must next change passwords Use this field to enforce your password change requirements Password Period Tip An entry of zero means that t
98. f the vehicle is to be financed fill in the Financing information If you fill in the number of payment Payment Start Date and the Finance Rate and click the Calculate Loan Payment button it will fill in the Amount of Payment and the Cost of Borrowing using the Net Amount Financed total Vehicle Trade Vehicle Sale Price Warranty Admin Fee Misc Item Misc Charge Misc Item Misc Charge Misc Item Misc Charge Misc Item Misc Charge OMVIC Fee Trade Net Difference H S T 25995 3200 22600 2964 Sold To 00 00 00 00 Insurance Exempt Salesperson Warranty Price Info Print amp Update Licence Fee 10 00 Transfer Fee 10 00 Gasoline 0 00 Payout Lien on Trade Balance Due Deposit Paid By Balance Balance Financed Insurance Disability Fin Ins Type R S T on Insurance Lien Registration Fee Net Amount Financed Finance Rate Pay Frequency Cost of Borrowing Total Balance Due 25784 00 Amount of Payment 1000 00 693 88 Cheque 24784 00 No of Payment 23000 00 36 amp Payment Start stalls 07 06 2013 169 00 Loan Calculator 9 90 Bi Monthly 1810 68 1784 00 Click the Loan Calculator button to calculate the loan amount details Ensure that the Pay Frequency Net Amount Finance Interest Rate and Number of Payment are correct Press the Calculate Amount Button Then Press the Copy to Bill of Sale Button and then the C ose Button
99. ful information about the errors Important Don t be alarmed We do not expect that you will encounter many if any errors while running HomeRun XL 3 5 However if you do encounter an error we want you to know that HomeRun XL 3 5 has the ability to handle it and to help resolve it If an error occurs the error handler determines the severity of the error and handles it accordingly Information about an error is recorded in an errors table which is displayed on the Errors form You can reach the Errors form from the Admin menu Errors option Errors Origin Error Wurmber DateTime Message Class Program MethacdirPracedure Line Mumber Code You use the information on the Errors form to resolve errors and to report them to the LeBlanc amp Associates HomeRun XL 3 5 Car Dealer Software Administrative Tools e 83 84 Administrative Tools When the Errors form first appears it shows information for the last error that occurred for the current user The errors are shown in descending order of the time and date the errors occurred You can e Order Change the order to ascending through the Order button on the Errors form e All Users If you ve implemented User Access Security in HomeRun XL 3 5 you can view errors for all users who have run HomeRun XL 3 5 by clicking Users option button in the Filter box e Apps If HomeRun XL 3 5 is sharing its error file with another LeBlanc amp Associ
100. haser and such return shall operate as a full release of all claims Where the motor vehicle given as a trade has been sold by the dealer the purchaser on cancellation shall be entitled to recover only the amount set out on the agreement as a trade in allowance 6 ACCEPTANCE BY PURCHASER It is mutually understood and agreed that where the purchaser fails to accept delivery of the motor vehicle within seven days of the date of mailing of a notice from the dealer of the availability of the vehicle for delivery the agreement may be cancelled by the dealer and all moneys paid as a deposit including any motor vehicle taken in exchange may be retained by the dealer as liquidated damages and not as a penalty The said notice is to be sent by prepaid registered mail addressed to the Purchaser s last known address 7 TRADE IN VEHICLE It is mutually understood and agreed that any motor vehicle given in exchange or as part payment towards the purchase price of the motor vehicle sold herein shall be equipped and in the same condition reasonable wear and tear only excepted at the time of delivery for acceptance of the said motor vehicle as it was at the date hereon and any repairs prior to delivery but after the date hereon shall be the sole responsiblity of the purchaser 8 LEIN ON PURCHASED VEHICLE The purchaser shall not hereafter cause or permit any charge lien or encumbrance whether possessory or otherwise to exist against the said motor vehicle until the
101. he user can keep the same password indefinitely e Control Permissions Group 3 character field used to assign the user the same control permissions as all other members of the same group This way individual control permissions do not have to be assigned to each member of the group See Controls Security on page 98 e Control Permissions The Control Permissions button brings up the Control Permissions dialog where control permissions are assigned If there is no entry in the Control Permissions Group field you can click the Control Permissions button to select control permissions for the individual user If there is an entry in the Control Permissions Group field the Control Permissions dialog will only display the permissions assigned to the group You may not change these assignments The group s control permissions may be changed through the Control Permission Groups dialog accessed from the Admin Security menu See Controls Security on page 98 e Field Permissions Group 3 character field used to assign the user the same field permissions as all other members of the same group See Field Security on page 101 e Menu Permissions Group A 3 character field used to assign the user the same menu permissions as all other members of the same group This way individual menu permissions do not have to be assigned to each member of the group See Menu Security on page 95 e Menu Permissions The Menu Permissions button bri
102. hether the status of the control is On or Off HomeRun XL 3 5 Car Dealer Software Data Entry e 35 36 e Data Entry Toolbar Menu Options The Edit and View menus contain options for each Form Toolbar control Toolbar controls that change data are on the Edit menu Toolbar controls that help you navigate among data are on the View menu The Edit and View menus display shortcut keys you can use to select a Toolbar control instead of clicking it with your mouse The shortcut keys are listed in the Using HomeRun XL 3 5 chapter Picture Y Y d z HomeRun XL 3 5 Toolbar Controls Control Record Selection Controls Filter Off Filter On Order Navigation Controls Find Locate List First Prior Next Last Purpose The record selection controls allow you to choose the table records displayed and to set the display order Brings up the HomeRun XL 3 5 Condition Builder for creating a record filter When a filter is created only records that satisfy the filter condition are displayed and the Filter button toggles to the Filter On picture shown below When the Filter Off picture 1s displayed no record filter is in effect Turns filter off When the Filter On picture is displayed a record filter 1s in effect Lists the table s index tag descriptions for selecting the record display order The navigation controls move through the records in a table and locate specific records As you na
103. ht click on the field and select Picklist from the shortcut menu to see a list of the field permission groups that you have set up The field restrictions no display display only can be assigned to any field in the HomeRun Data Manager See the Field Permissions Page section below for an explanation of how to assign these restrictions to fields and in turn to field permission groups Field Permission Groups Dialog Users that should have the same field permissions can be combined into field permission groups Users are assigned to a permission group on the Users form You reach the Field Permission Groups dialog from the Admin Security menu Field Permission Groups Description Manager Owmer Level Comments Click the New button on the toolbar to add a record for a new field permission group The fields on the Field Permission Groups dialog are described below e Group Code A three character code to identify the group e Description A descriptive title for the group e Comments A place to describe the group Field Permissions Page You use the Field Permissions page on the HomeRun Data Manager to assign field permissions restrictions to field permission groups You reach the HomeRun Data Manager from the Admin menu HomeRun XL 3 5 Car Dealer Software Field Permissions Tables FY Local Views Remote Views BILLOFSALE Tables DHCDCONDITIONS DBF DHCDWARRANTY
104. ils validation while you re editing data on a form in HomeRun you may press Esc to exit the HomeRun validation routine and cancel the data changes you made on the form Special Keys The following table shows Function and Control key shortcuts that you can use while you re running HomeRun XL 3 5 Function and Control Key Shortcuts Activates context sensitive menu and screen help Activates field help picklist for current field Activates field help text for current field Alt For users with this permission activates field help text for current field and lets user edit the text 22 Using HomeRun XL 3 5 HomeRun XL 3 5 Car Dealer Software Ctrl Y Ctrl X Ctrl Ctrl V Ctrl B Ctrl F Ctrl H Ctrl L Ctrl I Ctrl O Ctrl P Ctrl Home Ctrl PgUp Ctrl PgDn Ctrl End Ctrl N Ctrl K Ctrl U Ctrl D Ctrl G Ctrl M Ctrl Ctrl T Cut Ctrl FA Toolbar Close control Where to Go from Here Read the next chapter Overview to get an overview of how HomeRun XL 3 5 HomeRun XL 3 5 Car Dealer Software Using HomeRun XL 3 5 e 23 Overview HomeRun XL 3 5 Overview This chapter provides an overview of how HomeRun XL 3 5 will help you run your business It also describes the HomeRun XL 3 5 interface and takes you on a brief tour of the HomeRun XL 3 5 menus Later chapters describe each feature of HomeRun XL 3 5 in more detail Read the What is
105. ity features by showing how to turn on and set up security for application users Implementing Security for Users The following sections of this chapter describe how to turn on and set up security for application users e Turning On Security See Turning on Security page 86 User Access Security See User Access Security on page 89 Access Levels Security See Access Levels Security on page 94 e Menu Security See Menu Security on page 95 e Controls Security See Controls Security on page 98 e Field Security See Field Security on page 101 User Security Mistakes and How to Recover User Security Mistakes and How to Recover on page 104 Turning on Security 86 e Security You turn on User Access Security Controls Security Field Security and Menu Security on the Admin Tools dialog You reach the Admin Tools dialog from your application s Admin Security menu UA dmin Tools Activity Tracking Audit Trail Error Handling v Field Validation Help Field Description Help Field Picklist Help MenuMvindow Security Control Security Field Security Menu Security User Access A check in a Security check box on the Admin Tools dialog turns a Security tool on HomeRun XL 3 5 Car Dealer Software Caution Do not turn on security until you know how HomeRun security works and how to set it up If you can t wait until you ve read this chapter to turn
106. l type of file used to hold HomeRun XL 3 5 data lt Directories Home C XDEV ENT S91XHOMERUN New Tables DATA Path Addition Tip You can use the Directories dialog to change the Tables and Reports directories You may want to change the Tables and Reports directories if you need to share HomeRun XL 3 5 data files with other users on a Local Area Network LAN see below Home Directory The HomeRun XL 3 5 Home directory is where the main HomeRun XL 3 5 files were placed when you installed HomeRun XL 3 5 You cannot change the HomeRun XL 3 5 Home directory through the Directories dialog Tables and Reports Directories HomeRun XL 3 5 automatically stores any new tables and reports you create in the Tables and Reports directories You can change the Tables and Reports directories by entering new directory paths in the Tables and Reports fields on the Directories dialog If the new directories you enter don t exist HomeRun XL 3 5 will create them for you By default the Report Directory 15 empty of the reports are compiled and included within the HomeRun EXE file When would you want to change the Tables and Reports directories You may want to change the Tables and Reports directories when you install HomeRun XL 3 5 on a LAN and need to share data files among users on LAN workstations See the next section for a complete discussion of this LAN topic Installing HomeRun XL 3 5 on a LAN H
107. lable to you erator noteqgualto Jooo greaterthan ooo Jessthanorequalto oS greater than orequalto oS 1 equal to exactly equal to For Condition Statement to be true Field and Value must not only be equal in value but must also be equal in length in Enter comma delimited list of values in Value box For Condition Statement to be true Field must contain one of the values in the list contains Enter character string in Value box Condition Statement is true if character string is contained anywhere within the Field Data Entry 41 42 Data Entry Condition Condition Statements 10 11 Enter a Value Enter value in Value box that will be compared to the Field you selected Do not enter delimiters such as quotes or braces The Condition Builder will add quotes and braces as needed Enter dates in the Date format specified on the Environment Dialogue accessed from HomeRun s Admin menu By default a date should be entered in the mm dd yy format The entry you make will appear in the Condition Statement highlighted in the Modify Condition box Build Additional Condition Statements If the Condition you are building requires additional Condition Statements repeat steps 3 through 6 above If the next Condition Statement you create needs to be separated by the OR operator from the Condition Statement you just completed click the Add button before clicking the New but
108. mpany setup information Basic Company Information This item allows you to enter and maintain your Address and Telephone Numbers Dealer amp Tax Numbers This item is where you enter your Dealer RIN and other numbers lax Rate This is where the tax rates charged by the program are read from As tax rates change this is the location where you change them Dealer Insurance This 15 the location where you enter your insurance Information information This information 15 used when you use the Print Dealer Information report below Last Numbers Used This is where you maintain the numbering sequence for Stock Number and Bill of Sale Print Dealer Information This allows you to print your Dealer Information when you have to give this information to suppliers Logo Information Allows you to enter the name amp location of the logo to use on Retail Bill of Sale Security gt Displays the Security Menu Options Users Displays the User Form Passwords Displays the Password Form User Reports Displays the User Reports Password Reports Displays the Password Reports Control Permission Groups Displays the Control Permission Form Field Permission Groups Displays the Field Permission Form Menu Permission Groups Displays the Menu Permission Form Admin Tools Displays the Security Admin Tool Form Activity Displays the Program Activity Report Form Audit Trail Displays the Program Audit Trail Repo
109. n and accidentally lock yourself out of HomeRun after setting up HomeRun s Security tools Setup for Networked Workstations A Workstation setup installs the main HomeRun program files and the necessary support files required to run HomeRun on an individual computer The Data is stored on the Server or Main computer and is used by all workstations Before doing a Workstation installation ensure that you have the HomeRun Folder on the Main Server computer set up for Sharing The folder to be shared is the HomeRun XL 3 5 folder Check the Security settings for the shared folder to ensure that other users accessing this folder have permission to change the data gt To run Setup 1 Before starting the Workstation install you must map the HomeRun data path to the Server or Main computer Our recommendation is that you map drive H to the main HomeRun folder You may use any drive letters you wish however it is a good practice from an administration point of view to map each workstation the same If you don t know how to set up a Share on one computer and set up the mapping from other computers to this share you may want to get a Computer Professional to do this for you 2 Start Microsoft Windows Close all other Windows applications Installation from downloaded file Run the HRSTATIONSETUP EXE file that you downloaded from the web The steps from here are the same 4 Setup displays a Dialogue box telling you that it will install Hom
110. nd is not represented as being in a road worthy condition mech anica ly sonpd or maihtaineg pt any uaranteed level of quality The vehicle ma not fit for ule p means of ransportation and may require mea ap substantial repairs at my expense It may NET DIFFERENCE 22 800 00 ot be possible to register the vehicle H S T ON NET DIFFERENCE 2 964 00 PAYMENTAMT PAYMENTS PAYMENT starT oN tO be driven in ity curren t condition 5 E 693 88 36 07 06 2013 by this clause does not LICENCE FEE Purchaser s Initial form part of this agreement PAYMENT FREQUENCY IS BI MONTHLY TRANSFER FEE ALES FIN A Please review the WILL THE DEALER OR SALESPERSON RECEIVE YES entire contract including all attached GASOLINE 00 ANY INCENTIVE FOR THE FINANCING OF THIS statements before signing This contract SEE PIED 001 is final and binding once you have SADANCEBUE PURCHASERS signed unless the motor vehicle dealer ADMINISTRATION FEE RE ME REUS 25 784 00 INITIALS has ker to comply with certain legal DEPOSIT Cheque 1 000 00 SALESPERSON S ACCEPTANCE APPLICABLE I HAVE RECEIVED THE FINANCE DOCUMENTS Purchaser s Initial PAYABLE ON DELIVER 2 SALESPERSON S NAME SALES GIS Y 24 784 00 SALESPERSON S NAME SALESPERSON S REGISTRATION No IF APPLICABLE HAVE RECEIVED THE WARRANTY BALANCE FINANCED 23 000 00 Sam McGee 1239996566 DOCUMENTS Purchaser s Initial SUBJECT TO APPROVAL LL SALES
111. ngs up the Menu Permissions dialog where menu permissions are assigned If there is no entry in the Menu Permissions Group field you can click the Menu Permissions button to select menu permissions for the individual user If there 15 an entry in the Menu Permissions Group field the Menu Permissions dialog will only display the permissions assigned to the group Y ou may not change these assignments The group s menu permissions may be changed through the Menu Permission Groups dialog See Menu Security on page 95 HomeRun XL 3 5 Car Dealer Software e Report Manager Select Report Manager functionality you want for the user You have the following two choices e Edit amp Run The Report Manager will allow the user to both edit and run reports e Run Only The Report Manager will allow the user to only run reports When the By User Report Mgr Type is selected for HomeRun on the Environment dialog see Report Mgr Type on page 17 the Report Manager will configure its functionality based on the Report Manager Type selected for the user on the Users form If User Access Security is not on when HomeRun runs the Report Manager functionality will default to Edit amp Run New User Log In For The First Time When you set up a new user they will have to change their password the first time they log into HomeRun TN Enter your User ID and Password UserlD Joe LeBlanc Password
112. ns to the Control Permissions dialog Field Security allows the system supervisor to prevent certain users from viewing or making changes to fields on forms No Display You can prevent data from specified fields from being displayed on a form for selected users Display Only You can also prevent specified fields from being edited by selected users Group Not Individual No Display and Display Only field security is applied to groups of users not individual users Field Security 15 disabled if User Access Security is turned off because Field Security requires entry of a User Id to identify a user s Field Security permissions Tip When HomeRun is installed Field Security is turned off This is done because users and their passwords must be set up and field permissions must be assigned before Field Security is turned on through the Admin Tools form Assigning Field Permissions You assign a user Field Security permissions by assigning the user to a field permission group 1 Follow the instructions in the Field Permission Groups Dialog and Field Permissions Page sections below to set up field permission groups and to assign group permissions 2 Display the user s record on the Users form Enter the code of the field permission group to which the user should belong in the Field Group field With the cursor on the Field Group field HomeRun XL 3 5 Car Dealer Software Security e 101 102 Security press F2 or rig
113. ny reports are included with the program such as Vehicle Listings Delivery Schedules Inventory Valuation Reports Sales Report and Purchase amp Tax Reports e Security Allows you to have full User Security such as Access to program Fields such as profit amp cost can be hidden from employees on a need to know basis Menu Security allows you to decide if employees can see or access certain form and items Who Should Use HomeRun XL 3 5 Car Dealer Software HomeRun is for Used Car Dealers who want to be able to manage their business in a Professional and Profitable Manner Although you don t have to be a computer expert to use HomeRun you should be familiar with the following The Microsoft Windows operating environment and conventions e If you are going to be using HomeRun in a multi user environment you should understand basic networking Especially network and printer mapping e The Microsoft Windows operating environment and conventions When You Need Help When you need help while working with HomeRun XL 3 5 Car Dealer Software the first place to turn is the HomeRun XL 3 5 Car Dealer Software documentation You can also access the HomeRun XL 3 5 Car Dealer Software documentation in the program from the HomeRun XL 3 5 Car Dealer Software Help menu HomeRun XL 3 5 Car Dealer Software Technical Support 2 e Introduction The LeBlanc amp Associates is committed to providing the best possible technical support f
114. o a user on an individual basis through the Menu Permissions button on the Users form 1 Display the user s record on the Users form 2 Click the Menu Permissions button on the Users form HomeRun displays the Menu Permissions dialog 3 Follow the instructions in the Menu Permissions Dialog section below to assign individual permissions e Group Menu Permissions You can assign a user to the menu permissions that have already been assigned to a group of users 1 Display the user s record on the Users form 2 Enterthe code of the menu permission group to which the user should belong in the Menu Group field With the cursor on the Menu Group field press F2 or right click on the field and select Picklist from the shortcut menu to see a list of the menu permission groups that you have set up 3 Follow the instructions in the Menu Permission Groups Dialog and Menu Permissions Dialog sections below to set up menu permission groups and assign group permissions HomeRun XL 3 5 Car Dealer Software Security e 95 96 e Security Menu Permission Groups Dialog If a group of users will have the same permissions you can create a menu permissions group and assign permissions to the group Then users can simply be assigned to this group instead of having to assign permissions to users individually You reach the Menu Permission Groups dialog from the Admin Security menu Menu Permission Groups Ak Group Code MGR Descrip
115. odk Trans Date B S Year Make Model VIN Sale No The first one 15 for the Information about the contact This is the part where you put all the main information about the contact Note that the Down Arrorw next to a field denotes that you can pick a value from a pick list for this field This allows you to enter constant values in that particular field without typing them in You can also press F2 while your cursor is on this field or click the Right Mouse button to choose from a pick list If the record is a Company Record check the Company Record If this is a record for an individual leave this field blank This is used by the program when entering a Retail Bill of Sale to differentiate between a sale made to an individual or a company When entering a new Client you can enter the Salesperson that either generated the lead or has been assigned to them You access the Salesperson table by first clicking on the drop down button next to the Salesperson Field and picking a salesperson from the list If the name of the Salesperson is not in the Table you can enter a new one by choosing Add from the button on Picklist Next Choose Contact Type from the type field This is how you will sort your contacts in the future You can add or modify the Contact Type Labels to suit your particular business needs Enter the balance of the Contact or Client information You will notice that the City and Province also have
116. omeRun XL 3 5 is a multiuser application That means more than one user or workstation on a LAN can access and share the same HomeRun XL 3 5 files Here s how we recommend that you set up HomeRun XL 3 5 so that more than one user can access data and report files at a time HomeRun XL 3 5 Car Dealer Software gt To Set Up XL 3 5 a LAN l Review Install HomeRun XL 3 5 on each LAN workstation s local hard drive using the workstationsetup exe At the end of the set up process you will be prompted for the location of the data and report folder This is a prerequisite for HomeRun to be able to run from a workstation If you have missed this step use Windows Explorer to get to the Folder Directory where you installed HomeRun on the workstation If you accepted the default folder location during the set up this would be C HomeRun Software HomeRunXL3 5 Run the file set directories exe In the next chapter we ll go over some basic mechanics that will help you understand and use HomeRun XL 3 5 better Before we do that let s take a moment to review what we ve learned in this chapter Here are some important points that we would like you to remember HomeRun XL 3 5 includes Administrative Tools that help you manage and monitor your use of it You access the Administrative Tools through the Admin menu You can turn many of the Administrative Tools on and off through the Admin Tools option on the Admin Security menu
117. ompany to use in the Vehicle Information screen program will copy this information to the form It can be modified if required for a different floor plan Print Contact Information You can print Contact information for the record shown on the screen by clicking the Print This Record button on the bottom of the form This will bring up the selection form s Print Contact Information Select Report to Print Print Basic Information Print Personal Information Run Report Choose whether to print just the basic information or to print personal information of contact Contact Information Date Printed 03 27 2007 12 23 48 Date Ist Entered 12 05 2006 Last Updated 03 27 2007 Company Record No No Contact Type Name Joe LeBlanc Company LeBlanc amp Associates Address 25 Four Winds Drive Suite 613 Toronto Ontario WBJ 1 8 Telephone Bus 416 663 8510 Cellular 416 573 8563 Fax 416 663 4259 Res 416 663 3634 E Mail Address Family Interest Referred By Don Robertson Now Has Salesperson Notes Basic Contact Report HomeRun XL 3 5 Car Dealer Software Contact Information Date Printed 03 27 2007 12 35 44 Date Ist Entered 12 05 2006 Last Updated 03 27 2007 Company Record No Inactwe No Contact Type Name Joe LeBlanc Company LeBlanc amp Associates Address 25 Four Winds Drive Suite 613 Toronto Ontario 1 KS Telephone Bus 416 663 8510 Cellular 416 573 856
118. ompleted HomeRun XL 3 5 Car Dealer Software Data Entry 65 Click these tabs only after the Bill of Sale is Completed 66 Data Entry This graphic shows the last tab with a description of Notes amp Cost In the actual program this tab 1s blank so that if anyone 15 looking over your shoulder while you are filling in a Bill of Sale they will not know this tab exist If you do not want someone to see the data on this sheet do not click on the top tab Note In order to be able to have data when printing the Sales Report from the Report menu item you need to Click the Update Cost button The data for the report is taken from the Retail Bill of Sale Table Print amp Update 7 Bill of Sale Retail Enter New Bill of Sale Stock No 10006 Make Dodge Model Caravan Grand ES Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Add Trade to Stock Update Car Status Information Update Sold To Information Print Bill of Sale Duplex Front amp Back Print Bill of Sale Front Print Bill of Sale Back Print Receipt for Deposit Print Trade In Information Form Run Vehicle Appraisal Form PDF The top 3 horizontal buttons are to be used after the sale is completed 1 Add Trade to Stock This will add the trade vehicle to your inventory The program will add the next vehicle stock number to the vehicle So you can find the vehicle in the data file the st
119. on security and you wind up locking yourself out of HomeRun see User Security Mistakes and How to Recover on page 104 Then vow to read thischapter before you turn on security again By Default groups of users have been set up within HomeRun security The Groups that have been set up are as follow DEV This group is reserved for the HomeRun staff to be used in case you should lock yourself out of the program This Group is set up to have Access Security Level of A MGR This group is for the Administrator Owner or Manager It gives you full Management Permission to all fields controls tables This Group should be set up to have Access Security Level of B An initial user is set up in HomeRun by default We will give you this User Name amp Password when you purchase the program other users have to set up by you SMG This group is for the Senior Managers It has been modified from the MGR group to not allow as many features as given to the manager level You can add or not allow control to features in the program when you allow this level for individual users This Group should be set up to have Access Security Level of USI This group is one of 2 groups set up for day to day users This group will not allow permission to some groups or Menu items but will allow to see cost on the Bills of Sale amp Vehicle Info form This Group should be set up to have Access Security Level of D
120. or HomeRun XL 3 5 This section describes the technical support resources available to you for free and for purchase New User Support HomeRun XL 3 5 is predominately sold on a yearly subscription basis For these users the yearly subscription includes on line and email technical support and training when requirered for the duration of the subscription period We are well aware when someone purchases our product that they will need help in setting up and learning to use HomeRun One of the advantages of purchasing yearly support is all the updates and program upgrades will be provided free of charge during the paid support period Provided the computer system 15 on a high speed Internet network we can offer technical support for any Windows operating systems by using Remote Software through your web browser by logging into your computer with your permission and fix any problems you may have We can also help you with the initial set up of HomeRun XL 3 5 as well as show you how certain features work HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 Car Dealer Software Web The HomeRun XL 3 5 Web is the cornerstone of HomeRun XL 3 5 Technical Support because it allows us to provide timely support information to users throughout the world The HomeRun XL 3 5 Web s Technical Support pages are a valuable resource for Frequently Asked Questions e Descriptions of HomeRun XL 3 5 Support Plans You will find everything you need to know
121. or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc 8 Associates Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extend possible under the law The HomeRun Software program uses various forms in this software We believe these forms meet the requirements of the Motor Vehicle Dealers Act 2002 MVDA We have made every effort to ensure that these forms meet This program is protected by the requirements of the MVDA 2002 However these forms copyright in Canada and have not been vetted by our Lawyers International Markets It is highly recommended that you have these forms LeBlanc amp Associates checked with your Legal Counsel to ensure that they are 25 Four Winds Drive Suite 613 suitable for your Lupum E Toronto Ontario M3J 1K8 LeBlanc amp Associates expressly disclaim all responsibility for Tel 416 663 8510 Fax 647 436 3319 the validity of these forms email support homerunsoftware net www homerunsoftware net Show this form at startup Click Continue to enter HomeRun XL 3 5 Click Exit to leave If you want to redisplay the Welcome Form while you are using HomeRun XL 3 5 select the Welcome Form option on the HomeRun XL 3 5 Help menu HomeRun XL 3 5 Menu The HomeRun XL 3 5 menu organizes your access to HomeRun XL 3 5
122. ord at any time by entering the Change Character after your password on the User Login dialog The Change Character is a question mark but the system supervisor can make it another character The Change Character is described in Password Setup on page 90 If a new password is to be entered HomeRun displays the New Password dialog New Password The New Password dialog requires you to enter a new password that conforms to the rules entered on the Password Setup form see next section HomeRun XL 3 5 Car Dealer Software Security 89 5 New Password After you enter a valid password you must enter it again to confirm your entry This is necessary because the entries are hidden from view and you may have entered something other than what you had intended If you decide to not enter a new password pressing the escape key or Cancel will exit HomeRun Password Setup The Password Setup form on the Admin Security menu is where you define the rules for entering new passwords Password Setup New Password Warning Days Minimum Length Change Character Maximum Length Password ID Prior Passwords 1 Case Sensitivity Case Sensitive User ID Case Sensitive Password The fields on the Password Setup dialog are described below e Warning Days The number of days prior to the password expiration date that a warning dialog will be displayed The warning shows the expiration date and allows a user to
123. ou can now access the Table Field Operator and Value boxes and the Condition Statements buttons to build a Condition Statement The Condition Builder should now look something like this 40 e Data Entry HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 Car Dealer Software Conditions Modi Condition Cuv and Active Vegqual to Mew Copy Remove Remove More DONN Dvand Te SS Table MasterCienTabe Comments Elsi Operator emaito H Ej OK Close Notice that there s already a Condition Statement in the Modify Condition box It s based on the first field in the Field list and the default Operator which is equal to When you build your first Condition Statements it will replace the Condition Statements you see now More Dp Select Table View and Field The next step in building a Condition Statement is to select the field for the statement First in the Table combo box select the table that contains the field you want Then select the field in the Field combo box The field you select will appear in the Condition Statement highlighted in the Modify Condition box Select Operator Select an operator in the Operator combo box The operator defines how the field will be used with the value you enter into the Value box The operator you select will appear in the Condition Statement highlighted in the Modify Condition box The following operators are avai
124. ou can apply a saved Condition by simply selecting it in the Conditions list and clicking OK You can also select the Condition and modify it before you apply it HomeRun XL 3 5 Car Dealer Software Find When a user clicks the Find Toolbar control HomeRun displays the Find dialog Match Case Match Case The Find dialog allows you to quickly find records for a table displayed on a form using either the table s current order key or primary key The fields in the current order key are displayed in the top half of the Find dialog The field s in the primary key are displayed in the bottom half You can enter values into either key field to Find a record When you change the order of the records displayed on a form through the Order Toolbar control the current order key fields are automatically changed the next time the Find dialog 15 displayed Use Match Case for a Faster Search The Find dialog contains a Match Case check box that will cause the Find to perform a case sensitive search for character fields The case sensitive search is much faster However to do a case sensitive search you need to know how the entries in the field you are searching are capitalized How the Find Control Finds Records Partial Entries The Find control finds records that match whatever characters you enter into the current order key or primary key fields For example using the Find dialog illustrated above a partial entry of B in the
125. p HomeRun XL 3 5 Car Dealer Software includes Administrative Tools that help you manage HomeRun XL 3 5 Car Dealer Software and monitor your use of it 5 1 Lar Dealer Program Registered HOMERUN Software lest Rey ra File Edit View Data Reports Window Help Eg 34 Activity 2 HomeRun XL3 1CarDealerP Bills of Sale Default Value Audit Trail Errors Dealer Insurance Information Last Numbers Used Directories Payment Loan Calculator Company Information Basic Company Informaton Security k Dealer amp Tax Numbers Tax Rate Print Dealer Information Environment Loge Information Contacts amp Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Vehicle Appraisal Form Wholesale Buy Windows Flyer Product Invoice Enter Bulk Vehicles The options on the HomeRun XL 3 5 Car Dealer Software Admin menu allow you to control and use the Administrative Tools The most important area for you to initially set up is the Company Information items found on the Admin Menu Detail instructions for each of these items are shown later in this manual The following items should be filed in BEFORE going further with the program HomeRun XL 3 5 Car Dealer Software 1 2 Basic Company Information Enter your address and telephone numbers Dealer amp Tax numbers
126. plete buttom on the info tab Vehicle Choose a vehicle from the Stock F2 PickList Once chosen the relevant information from the Car Info Table will be entered in the appropriate fields Enter the Sold and Delivery Dates and current vehicle mileage Choose KM or Miles from the KM PickList as appropriate Check the Safety Cert and Emission Certificate checkboxes and enter the Safety Certificate Numbers can be entered later but must be filled in before the Bill of Sale is printed or it will have to be manually entered on the Bill of Sale Bill of Sale Retail HST c fmm EnterNewBillofSale StockNo 2003 Make Ford Model Edge i Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Sale 1001 SoldDate 06 08 2013 amp Delivery Date 06 08 2013 Completed Stock No 2003 amp Alpha Stock Make Ford Model Edge Trim Level Limited AWD Colour Silver Body Type Serial No 2FMDK4KC8ABA10717 Year 2010 Miles Out 24 456 KM Miles MTO Brand Prior Use 15 there a Safety Certificate Safety DISTANCE UNKNOWN If unknown check one ofthe following Vehicle had travelled As of Actual distance travelled may be substantially higher than odometer reading Mfrs Warranty In Service Date Details of Delivery CAMVAP Manufacturer participates in Canadian Motor Vehicle Arbritation Plan This vehicle has had an accident claim over 3000 Accident Claim Amount 0 00
127. program Print Trade in Information Form The new Ontario regulations require a Purchaser to give the Dealer additional information on the trade vehicle This form will fill in the Name amp Address of the Purchaser as well as the information on the Trade Vehicle as entered in the Retail Bill of Sale There is a data section on the form that states that this information only be filled in by the Purchaser of the Trade Vehicle Have your Purchaser fill in an sign the information Run Vehicle Appraisal form PDF This button opens the Ministry of Finance Appraisal form You can then fill in the form on screen in a legible manner and print the form This form cannot be saved You can also access this same form from the Main Menu Data Entry 67 123456 Ontario Inc HomeRun Software Test Key ee hee 1548 Mainway Blvd Unit 18 Richmond Hill Ontario L3H 3H5 Tel 905 555 1112 Fax 905 555 4545 Date 06 08 2013 coMPANYHsTNo 123456789RTOO1 Sales No 1001 PURCHASER Howard Mortimer ADDRESS 4568 Keele Street city Toronto PROV ON POSTAL CODE MON 1K4 HOME PHONE 4 16 654 9871 BUS PHONE 647 656 6565 DRIVER S LICENCE NO M2323 65456 30415 EXPIRY DATE 12 01 2013 VEHICLE INFORMATION gene ee I ER I E eee a 1 YEAR MAKE MODEL TRIM LEVEL COLOUR SERIAL OR VIN BODY TYPE STOCK 200 od _ 24456 06 08 2013 REPORT DISTANCE UNKNOWN
128. purchase price ahs been paid in full 9 INSURANCE It is expressly agreed that the dealer is not responsible and in no way guarantees the provision of insurance coverage of any kind for the said motor vehicle but may if so requested assist the purchaser in obtaining insurance coverage for the said motor vehicle CANADIAN MOTOR VEHICLE ARBITRATION PLAN The Canadian Motor Vehicle Arbitration Plan may be available to resolve disputes concerning alleged manufacturer s defects or implementation of the manufacturer s new motor vehicle warrranty or CANADIAN MOTOR VEHICLE ARBITRATION PLAN NOT AVAILABLE The manufacturer of this vehicle is not a participant in the Canadian Motor Vehicle Arbitration Plan Therefore the program under that Plan is not available to resolve disputes concerning alleged manufacturer s defects or implementation of the manufacturer s new motor vehicle warranty For further information on which manufacturers participate in this program visit www camvap ca Retail Bill of Sale Back Page HomeRun XL 3 5 Car Dealer Software Data Entry e 69 70 Data Entry Joe LeBlanc 45698 Mainway Street Unit 12 Mississauga Ontario L4L 3L3 Tel 905 555 4111 gt Fax 905 555 4222 COMPANY GST 83722 3213 Registered Owner Harold Mortimer of Vehicle Name 456 Wentworth Road Apt 403 and Address Hamilton Ontario L4L L4L Phone Numbers Res 905 545 5454 Bus 905 454 8787 Trade Vehicle Year 998 Model Do
129. rance Salesperson Warranty Price Info Print amp Update Referred By Driver Lic M2323 65456 30415 Licence Expire 12 01 2013 Insurance Company Cooperators General Insurance Policy 4568987987 Ins Expiry Date 12 02 2013 Insurance Agent Ken Willis Agent Tel 6476569898 Salesperson Choose the Salesperson Information from the F2 PickList The Salesperson Registration number will be automatically filled in when you choose the Salesperson Then Choose the Accepted by PickList to choose the person responsible for accepting the offer for the Dealership The person s position and Registration number will automatically be filled in HomeRun XL 3 5 Car Dealer Software Vehicle TradeVehicle SoldTo Insurance Salesperson Warranty Price Info Print amp Update LI Sales Person Sam McGee Salesperson 1239996566 Accepted By Joe LeBlanc Title Sales Manager Dealer Salesperson 564546896 Warranty There are 2 types of Warranty that a dealer can give a Dealer Warranty and a 3 Party Warranty In both instances there can be many different warranties that would be applicable for a sale depending on the year and type of vehicle etc sold These Warranties should be entered in the Warranty Table Data gt Lookup Tables Warranty menu item to administer these items If there 15 a Dealer Warranty with this vehicle sale check the Dealer Warranty checkbox and choose the F2 PickList t
130. re not careful you can lock yourself out of HomeRun or make HomeRun s menu disappear This section describes some of the security mistakes we ve seen and how to recover if the same mistakes happen to you Tip Security mistakes usually happen while you are getting to know HomeRun and before you have read this Security chapter It s not a good idea to experiment with HomeRun s security features until you know how they work Security Tables First you need to know about the following HomeRun security files Security Tools Control Table File SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX this file contains a record for each tool listed on an application s Admin Tools dialog Each record in this table contains a logical field called Control On that determines whether a tool is on or off e Users Table Files SDATAUSERS DBF SDATAUSERS CDX and SDATAUSERS FPT these files contain a record for each person authorized to use HomeRun These HomeRun security files are your keys to recovering from security mistakes If you haven t already done so make backup copies of these files You must make your backup copies before you ever start setting up HomeRun Security Generally the key to recovering from a security mistake is to copy your backup copies of these files over the live versions of the files in the HomeRunXL3 directory In that way you turn off HomeRun Security so that you can enter HomeRun and correct your securit
131. rm 2 Enter the code of the control permission group to which the user should belong in the Control Group field With the cursor on the Control Group field press F2 or right click on the field and select Picklist from the shortcut menu to see a list of the control permission groups that you have set up 3 Follow the instructions in the Control Permission Groups Dialog and Control Permissions Dialog sections below to set up control permission groups and assign group permissions Control Permission Groups Dialog If a group of users will have the same permissions you can create a control permissions group and assign permissions to the group Then users can simply be assigned to this group instead being assigned permissions individually You reach the Control Permission Groups dialog from the Admin Security menu S Control Permission Groups Description Manager or Omer Comments Full Management Permission to all fields controls tables Click the New toolbar button to add a record for a new control permission group The fields and button on the Control Permission Groups dialog are described below e Group Code A three character code to identify the group e Description A descriptive title for the group e Permissions Click the Permissions button to bring up the Control Permissions dialog to assign permissions to the group See the next section e Comments A place for you to describe the group HomeRun XL 3 5
132. rt Form Errors Lists errors that occurred while users worked in HomeRun XL 3 5 Directories Display s HomeRun XL 3 5 directories and allows the HomeRun XL 3 5 tables and reports directories 32 e Overview HomeRun XL 3 5 Car Dealer Software to be changed Environment Enables setting of system and environment parameters for HomeRun XL 3 5 Window Menu The Window menu lists the forms or windows that you have opened in the HomeRun XL 3 5 Desktop window Help Menu The HomeRun XL 3 5 Help menu contains options for accessing HomeRun XL 3 5 Help The Help menu also provides access to desk accessories such as a Filer Calculator and Calendar Diary The following table briefly describes the Help menu options Help Menu Option Purpose HomeRun User Runs the User Manual Manual About Displays information about HomeRun XL 3 5 Startup Form Displays the Startup Form Registration Displays the Registration Information Form Information Welcome Form Displays the HomeRun XL 3 5 Introductory Form Calculator Displays a Calculator for basic mathematical operations Can cut and paste results Calendar Diary Displays a Calendar Diary for appointments and notes HomeRun XL 3 5 Car Dealer Software Overview e 33 Data Entry Overview This chapter begins by explaining how to use the HomeRun XL 3 5 Form Toolbar controls The Form Toolbar controls let you select records navigate among records and update records on a
133. s 4 Regi Sentinel Aute Sales Inc Addeess 12245 MHainwsay Ave Unit 12 City Province Guten Postal Cone Lab 414 Te POS 3855 4414 E 1231456789 Waerpertan t Joa Binge ld Ust Reparation 4545 43 VEHICLE Vick d 10117 1990 Colour pretn Pnc Usr OS 355 4222 Honda COaptu ereUMMond gas Lipidi Cus Table Prind Bull of Rate Check amp Discioruna E 5294545 H n Crorgetswn Auto Sales Address 2745 Mountain Poad South CIN Gearge rawa Princ Gites iy Postal Code L7T5417 FOS 6134 3656 903 8546 5954 Filipini Heg 53538573454 Zalatspaci nz Mama fee Bhi teh ee 15465454 Regatrason d 9876 3432 Model CR Y 4D Auto Trim LX onippica4wCUO T Distance Trevel 179257 xm 5 00 Tota Price 8355 75 After filling in the Purchaser information choose the Vehicle for Sale by pressing F2 picklist icon next to the Stock No field This will fill in the information automatically provided all the information was entered in the Vehicle Screen The Price will be filled in from the Asking Price entered in the Vehicle Info table You should change the price to the price agreed with the Purchaser of the vehicle The mileage will al
134. so be filled in from the Vehicle Info table Change the mileage to the current mileage This information will be marked in the Mileage Out field when the update is performed 7 Sell Wholesale Bill af Sale Cot mich T able Prid of Rate amp Venicle info Check Ditches Halen SEARCHES Auto Check Catus C Ontario Hirion Search O C n fu DA Lien Searen amp Check 7 Quo Province Li n Search WTO Registration Grand itore C is F uly Fhoplisced or Back ies Bon Gerliam T on Airamin arsi fai agipinnqricadis bam Checked thie previous od meter reading And Date ofPreviows Reading E Oia luu hamaga Crater amp meng Service vehic loes Vehicia require repairs to suspentionirame 1 Structure Parts Damaged or Repaired previous damage repaired exceeding J000 Hive Manufacturers badge or decals been changed Any Ofer D amp clogume mes to anm ofthe above C Detids MANDATORY ISC OSEE STATEMENT AS 20607 Qut at Proince Vericia u amp Vicio mn yes denii Provescel 1 or Vitali AnD Lork Drakes inoperable ir Bagi beng Inegivable Poluiten Contra inoperable HAS VEHICLE MER BOCH DECLARED Tota Loss by an byour Fisting Maryfecturers Warranty Any Dody P
135. t The fields and control buttons on the Menu Permissions dialog are described below Menu Displays the description of the menu that contains the menu option highlighted in the menu options list Menu Options List The menu options from all menus are displayed in the menu options list To the right of each menu option is the permission status A blank means that the option will be included in the user s menu An X means that the option will be excluded from the user s menu By default all menu options are excluded when the Menu Permissions dialog is first accessed for a group or individual Tip menus including shortcut menus are listed in the menu options list Include Exclude Click on the Include option button to include the highlighted menu option in the user s menu Click on the Exclude option button to exclude the highlighted menu option from the user s menu Double clicking on a menu option toggles its include exclude status Tip Be sure to include the File Exit menu option so that the user has a way to exit HomeRun HomeRun XL 3 5 Car Dealer Software Previous Menu Next Menu The menu options list contains all of the options of all of the menus in HomeRun Clicking the Previous Menu button highlights the first menu option of the next menu up the list Clicking the Next Menu button highlights the first menu option of the next menu down the list Include All Exclude All Clicking the Include All or Exclude
136. tandards of vehicle safety on the date of inspection TERMS AND CONDITIONS WARRANTIES There are no warranties or representations by the dealer with respect to the motor vehicle described herein or affecting the rights of the parties other than those set out in any applicable legislation and in the case of a new motor vehicle provided in the new car warranty given by the manufacturer and or the dealer No other warranty agreement or representation made hereto nor any modification hereof shall be binding upon the dealer or his assigns unless endorsed hereon in writing 2 TITLE The title and right of property in the said motor vehicle shall not pass to the purchaser until the entire purchase price is paid in full and the purchaser agrees to pay to the dealer upon delivery of the said motor vehicle in addition to the applicable amounts set out on the reverse hereof amounts equal to all increases in applicable tax rates between the date hereof and delivery of the vehicle to the purchaser In the event that a financing contract cannot be arranged by reason of any default or misrepresentation by the purchase then the entire purchase price shall forthwith become due and payable 3 DEFAULT IN PAYMENT In the event that the purchaser shall make default in any payment due hereunder then the entire purchase price shall forthwith become due and payable and subject to the provisions of The Personal Property Security Act and The Consumer Protection Act the d
137. tems under Admin Main Menu This section is not required for Workstation setup To initialize HomeRun 1 From Windows Start menu start HomeRun by selecting the HomeRun menu option If HomeRun doesn t run review the proceeding What Setup Installs section When HomeRun XL 3 5 first starts the Program Registration form 15 shown See below on how to request Registration Keys You can access or change your registration information by clicking on Help gt Registration on the main menu of the items you need to initially fill out before you start using HomeRun will be found in the Admin gt Company Information Menu Tab Fill out your company information in the Basic Company Information section This is where the program gets the information to print on all forms used by this program Then fill in the Numbers Used section Default numbers have been entered so you can start using the program right away Change these numbers as appropriate Then enter in the Information on all your Employees especially the Salesperson Licence Number You can access the Employees screen by Clicking on Data gt Employees gt Employees from the main menu After you initialize HomeRun you can run HomeRun at any time by Clicking the HomeRun icon on the Program Start Menu or the Desktop 12 Installation HomeRun XL 3 5 Car Dealer Software Performing Backup of Program and Data As with all programs installed on your computers it is
138. ter all expenses other than the acquisition cost The Vehicle must already have been entered to enter expenses 2515 Stock Number Alpha Stock st Make Ford Model Edge Trim Level Limited AWD Year 2010 Colour Silver Serial 2FMDEA4ECEABA10717 Company 3BC Vehicle Transport Address City Prov Postal Code Inv Date 06 07 2013 gt Invoice No 227966 Description Transportation Het Amount 175 00 H ST 22 775 Total Invoice 197 75 HST Exempt If you want to view or modify a particular expense for a vehicle fill in the information on the Find form To enter a new expense click Cancel and click the Add button on the Button Bar HomeRun XL 3 5 Car Dealer Software Choose Stock from F2 PickList Once chosen click Save and Make Model and Year fields will be filled in Choose the Company from the Company F2 Picklist Icon After choosing the company click save to fill in the balance of the company fields If the Company 15 not entered in your Records or if some of the information entered is not correct you can Add or Edit a company from the F2 Picklist screen Continue filling in the Date Invoice and enter a short description of the work covered by this invoice You can use the F2 from the Description field to pick an item Enter the Invoice Amount less the GST HST HST in the first field Enter the GST HST and Total amounts in the appropriate fields You shoul
139. the program forever However if they wanted Support or Updates Upgrades they have to purchase annual support These Users who pay our Annual Fee will receive the same support as those described above In the case that Support Payment have not been renewed for a period of time Support payment will be calculated from the date the support was not paid to the present Otherwise these users can purchase an annual subscription HomeRun XL 3 5 Bug Reports If you believe you have encountered a bug in HomeRun XL 3 5 send an email to info homerunsoftware net with a subject line of Bug Report We will evaluate your bug report on a non priority basis If a bug is indeed found it will be fixed and added to our next update If you believe you need Priority Support to deal with what you believe is a bug you must use the Priority Support process to request Priority Support That means you must currently be on either a subscription period As you work with HomeRun XL 3 5 errors may occur Even the best computer software sometimes experiences errors When you run HomeRun XL 3 5 the program will display an error message if it encounters an error When an error occurs the first thing to do is display the Errors form from the Admin menu to view the error data that HomeRun XL 3 5 captures The Errors form will normally provide all the information needed to diagnose and fix the error See Errors on page 83 for a description of the Errors form
140. the system supervisor be sure you turn on Access Level Security by assigning yourself a Access Level before you give another user an If you turn on Access Level security by giving another user an first and you now can t access the Users or Passwords forms see User Security Mistakes and How to Recover on page 104 HomeRun XL 3 5 Car Dealer Software Menu Security Menu Security prevents users from accessing menu options that the system supervisor decides they should not access Users do not even see the options that they cannot access Because Menu Security is assigned to individual users Menu Security is disabled if User Access Security is turned off Tip When HomeRun is installed Menu Security is turned off This is done because users and their passwords must be set up and menu permissions must be assigned before Menu Security 15 turned on through the Admin Tools dialog Warning Do not turn on Menu Security before assigning Menu Security permissions If you do HomeRun will have no menu options when you run it If this happens see Security Mistakes and How to Recover on page 104 Assigning Menu Permissions When a new user is added on the Users form the user does not have permissions for any menu options You must assign menu permissions to the new user You can assign Menu Security permissions to users in two ways e Individual Menu Permissions You can assign menu permissions t
141. tion Manager or Owner Level Comments This is the Master Manager or Administrator Group ode Click the New toolbar button to add a record for a new menu permission group The fields and button on the Menu Permission Groups dialog are described below e Group Code A three character code to identify the group e Description A descriptive title for the group e Permissions Click the Permissions button to bring up the Menu Permissions dialog to assign permissions to the group See the next section e Comments A place for you to describe the group Menu Permissions Dialog You use the Menu Permissions dialog to assign menu permissions to individuals and groups You can reach this dialog from e The Menu Permissions button on the Users form when you are assigning permissions for an individual e The Permissions button on the Menu Permission Groups dialog when you are assigning permissions for a group HomeRun XL 3 5 Car Dealer Software EE Menu Permissions Combobox Shortcut Help Field Description Picklist Designer Menu Designer Editbox Shortcut Include Help Field Description O Exclude 69 Permission Include All Exclude All B Listbox Shortcut Help Field Description Copy Perm 2 Main Menu File E Edit OK E view Data Reports E Admin x window Help B Optiongroup Shortcut B Spinner Shortcut Textbox Shortcut E window Shortcu
142. to experience the flavor of how HomeRun XL 3 5 works e Work your way sequentially through the remainder of the User s Guide HomeRun XL 3 5 Car Dealer Software Introduction 5 Installation Setting up your Network and Backup Considerations Setting up your Network Considerations Wired vs Wireless Network Any database type program will not work well under a wireless network This applies to HomeRun Software programs Accounting Software or any other program that reads amp writes data from a workstation computer to a main server computer The reason is basically that Database programs require a constant connection to ensure that the data is written back to the Server Wireless networks by nature do not offer a continuous connection Most of the time we have received a call from a Client complaining that they get a non recoverable program data error they were running one or more computers wirelessly on a network The other reason is that they had a power failure and when the power came back on they found corrupted data Basic Minimum Network Requirements The following is the minimum requirements to ensure that your Network is set up in such a manner that will protect your data e Ensure that you have your Main Server computer plugged into a UPS Battery Backup with a minimum uptime of 1 hour This will allow you to close programs and shut down the system e Ensure that your Internet Modem Router amp Switches are plugged
143. tomatically filled in where appropriate Miscellaneous notes about this Vehicle can be entered in the 2 Notes field 7 Vehicle Information pm xs suv 3 04 3 01 2003 status P Vehicle Information Purchasing Information Mileage Information Notes Sold To Date n MARATE s DateOut Mileage In 112 847 Mileage Out KMMiles km DOTIn DOT Out Notes and Comments In this section you write out the Description that will be used in your Current Vehicle Listing The Memo field is a general memo field to put miscellaneous information about this vehicle that doesn t belong elsewhere 56 e Data Entry HomeRun XL 3 5 Car Dealer Software j _meagewomaton sm e 7 Vehicle Information 19 T 1 TE RI a F re an IT 1 3 OL 12003 Static Print M oido E 4 x Vehicle Informatio Description General Notes Sold To This tab is to hold the Sold To information It is filled in automatically when you update sold information when doing either a Wholesale or Retail Bill of Sale Vehicle Information Costs This tab holds all the pertinent costs and selling prices on this particular vehicle fatima aD sow 2 55 5 a Ei __ 11995 00 9254 00 1203 02 p M ME Capital Corporation
144. ton to start the next Condition Statement Adjust Condition Statements as Needed If you need to change the order of the Condition Statements select the Condition Statements you want to move and click the Move Up or Move Down button If you need to add an OR operator select the Condition Statement that the OR should follow and click the Add button If you need to remove a Condition Statement select the statement and click the Remove button Apply and Save Your Condition After you complete your set of Condition Statements the Condition Builder should look something like this Locate Conditions Modify Condition OR Contact Type equal to Supplier City equal to Brampton New Copy Remove city and Type Table Master Client Tabie Operator equal to Value Mississauga Click the OK button to apply your Condition You will be prompted to save your Condition If you save the Condition it will appear in the Conditions list the next time you access the Condition Builder for the form or report When the Condition Builder closes your Condition will be used to select records for whichever Toolbar control or report option you selected to activate the Condition Builder Using Conditions from the Conditions Library When you access the Condition Builder for a form or report for which you have previously built and saved Conditions y
145. ubdirectory The folders containing the Data and Reports will be located on the Server or Main computer Subdirectory Contents DOCUMENT A copy of the manual in Adobe PDF Format Registering HomeRun to Use Registering HomeRun is a 2 step process The Process 15 the same for Main Single User or Workstation installation All computers running HomeRun must be licenced gt To Register HomeRun 1 When the Registration Form appears click the Enter Key Reminder This program is nok Free It is an 30 day evaluation version of copyrighted software IF you have purchased the program please click Enter Kev and enter the Name and Key sent to vau EXACTLY as given IF vau are Evaluating the program Ehe OK will become active after a 3 second delay Press OK to enter the program IF vau use it beyond the evaluation period you are expected to purchaser iE From the LeBlanc amp Associates Please check the program s documentation For details Press Ehe Buy Now Button to go to our Web Site HomeRun XL 3 5 Car Dealer Software Installation e 11 2 Enter the registration name and key below exactly as given to WOU Hardware fingerprint MEE m Enter the Name and Key EXACTLY as given to you in appropriate box You should use the Copy and Paste function to enter the information Click OK Running the First Time Hilling in the items under Company Menu I
146. un allows you to invoice these items e Manage the Selling and Buying of Wholesale Vehicles HomeRun allows you to produce Purchase Agreements for your Wholesale Purchase of Vehicles Also when you sell cars to other dealers HomeRun allows you to produce and keep track of these sales Windows Flyers HomeRun allows you to produce Windows Flyers detailing information about any vehicle in your inventory e Vehicle Appraisals HomeRun allows you to produce Vehicle Appraisals for a fee and print a appraisal for a Client Payment Loan Calculator HomeRun allows you to calculate various loan and payment options for your Clients prior to producing the Retail Bill of Sale e Floor Plan HomeRun allows you to enter and track vehicles that belong to various floor plans and to produce reports based on various criteria Why You Need HomeRun XL 3 5 In today s complex business environment it is becoming more difficult to consistently produce profitable sales HomeRun allows you to Professionally Manage your entire operation from Sales Leads to completed Sale 26 e Overview HomeRun XL 3 5 Car Dealer Software HomeRun XL 3 5 Welcome Form When you run HomeRun XL 3 5 you ll first see the HomeRun XL 3 5 Welcome Form Z Welcome xs Welcome to HomeRun XL 3 5 The Car Dealer Program This computer program is protected by copyright law and international treaties No part of this program may be reproduced or transmitted in any form
147. vigate through the records in a table the Order selected and the Filter in effect if any to determine how the table appears to the navigation controls Brings up the Find dialog for finding a record using the table s primary key or the current Order index key If a partial key is entered all records matching the partial key are displayed in a Browse for user selection Brings up the Locate dialog for locating records using condition expressions created by the user Displays all records meeting the conditions in a Browse for user selection Provides a picklist grid with incremental search and sortable columns for finding records quickly and easily Displays the first record in a table as defined by the record Order and Filter Displays the previous record in a table as defined by the record Order and Filter Displays the next record in a table as defined by the record Order and Filter Displays the last record in a table as defined by the record Order and Filter HomeRun XL 3 5 Car Dealer Software Required Fields HomeRun XL 3 5 Toolbar Controls Data Update You use data update controls to maintain the data in a Controls table As you update the data a record of the update is entered in the Audit Trail if the Audit Trail tool is on New Displays blank form fields for adding a record to a table If the form is a child in a Related Forms group the primary key fields in the parent record are automatically entere
148. when filling out a Bill of Sale When you have previously sold a particular Client a Vehicle you would already have some of this information In this case the information would automatically be filled in when you make out the Bill of Sale form You can then update the information as required When you save the Client Information in the Bill of Sale form the information from this tab automatically gets updated to the most current information In the case of a Dealer filling in the RIN field will ensure that the correct information is entered in the Wholesale Buy Sell form when required Correspondence This page tab will allow you to enter email or web information for a Contact Main Information Miscellaneous Information Correspondence amp Floor Plan E Mail Send Email Message Web Visit Web Site General Notes Floor Plan Default Finance Information Days to 360 Finance Rate Per Diem Exclude Tax in Finance Amount On this Page you can keep the email or web address for this Contact You can also send an email to a particular contact This process will use your current email client provided you use a MAPI compliant email program i e Outlook or Outlook Express This page tab 15 also where you store the default basic information regarding the Floor Plan for a particular finance institution Then when you pick the floor plan HomeRun XL 3 5 Car Dealer Software Data Entry 51 52 Data Entry c
149. y by highlighting it in the Tables list and double clicking it or clicking the right arrow button e All tables by clicking double right arrow button e non system HomeRun XL 3 5 tables by clicking the Application button HomeRun XL 3 5 identifies non system tables as the tables whose names do not begin with S e All system tables by clicking the System button HomeRun XL 3 5 identifies system tables as the tables whose names begin with S System Tables System tables are tables that contain data used by standard HomeRun XL 3 5 functions such as the data dictionary audit trail error handler etc Non system tables are tables that contain your data files 4 Youcanremove tables from the Selected Tables list by e Highlighting an individual table and double clicking it or clicking left arrow button e Clicking the double left arrow button HomeRun XL 3 5 will remove all tables from the Selected Tables list 5 When you have selected the tables you want click OK and the reindex or pack operation begin HomeRun XL 3 5 Car Dealer Software Administrative Tools e 85 Security Overview Users of professional business database applications expect extensive security features in the applications they use They expect User Access Security Access Levels Security Menu Security Controls Security and Field Security Fortunately for you HomeRun includes those security features This chapter describes the HomeRun secur
150. y mistake Security Mistakes Now let s look at some of the mistakes to avoid and how to recover from them You Forget Your User ID and Password You ve set up a User on the Users form You ve turned on User Access Security You forget the User ID and Password and you haven t written them down You re locked out of your application Recovery Turn off User Access Security by copying your backup SVPMADMINTOOLS2 DBF and SVPMADMINTOOLS2 CDX table to your HomeRun XL 3 5 DATA directory Enter HomeRun Go to the Passwords form on the Admin Security menu Write down your User ID and Password Turn on User Access Security again if you like through the Admin Tools dialog on the Admin Security menu You Turn on Access Levels Security for Another User before Giving Yourself an B Access Level You ve set up a user on the Users form and given the user an Access Level Access Level Security is now on Your Access Level is still blank You can t access the Users or Passwords forms HomeRun XL 3 5 Car Dealer Software Recovery If you or user with Access Level can enter HomeRun with that user s ID and password you can go to your User record and give yourself an Access Level That solves the problem If for some reason you or the user can t enter HomeRun with the user s ID and password to correct the problem your recovery is a little painful First you must turn off User Access Security by copying your

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