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1. e Century A number from 1 to 99 that specifies the current century When a date in HomeRun Lite has a two digit year the Century entered determines in which century the year occurs Rollover Year Determines whether the year is in century or the century following this Century A number from 0 to 99 that specifies the year equal to and above which is the current century and below which is the next century The default value is the last two digits of the current year plus 50 years if the current year is 1998 Rollover Year is 48 the last two digits of 2048 1998 50 Note that the rollover value only determines the century for a date entered without a century portion an ambiguous date format that is not recommended For example if the current year is 1998 and Rollover Year is the default 48 any date entered without a century portion and a year of 48 or greater is considered to be in the current century the 20th century Any date entered without a century portion but with a year before 48 is considered to be in the next century the 21st century Report Mgr Type e We do not use the Report Manager All the reports or printed documents are either run from forms where applicable or from the Report Menu Directories The Directories option on the Admin menu displays the HomeRun Lite Home Tables and Reports directories Tables A table is a special type of file used to hold HomeRun Lite data lt Directories naa
2. The first one is for the Main Information about the contact This is the part where you put all the main information about the contact Note that the Down Arrorw B 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 the Picklist Next Choose Contact Type from the type field This is how you will sort your contacts in the future You can add or modify the Contact Type Labels to suit your particular business needs Enter the balance of the Contact or Client information You will notice that the City and Province also have an F2 Picklist to help you with your choice
3. Home C DEV_ENT_91 HOMERUN 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 Lite data files with other users on a Local Area Network LAN see below HomeRun Lite Car Dealer Software 3BSetup e 13 Review 14 e 3BSetup Home Directory The HomeRun Lite Home directory is where the main HomeRun Lite files were placed when you installed HomeRun Lite You cannot change the HomeRun Lite Home directory through the Directories dialog Tables and Reports Directories HomeRun Lite 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 Lite will create them for you When would you want to change the Tables and Reports directories You may want to change the Tables and Reports directories when you install HomeRun Lite ona 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 Lite onaLAN HomeRun Lite is a multiuser application That means more than one user or workstation on a LAN can access and share the same HomeRun Lite files Here s how we recommend that
4. 22 e 5BOverview HomeRun Lite Car Dealer Software HomeRun Lite Menu The HomeRun Lite menu organizes your access to HomeRun LITE E HomeRunXL 3 0 Car Dealer Program Registered to Joe LeBlanc File Edit View MESI Reports Admin Window Help a ta EF Clientse Contacts vehicle Information vehicle Information j Retail Bill of Sale Enter Repair Expenses wholesale Buy Sell j Purchase Bulk vehicles Vehicle Appraisal Form Windows Flyers Emblovess i Trade in Information Form Payment Loan Calculator IN Checker Check Duplicate YIN Lookup Tables ar Dealer Software Contacts amp Clients Vehicle Information Retail Bill of Sale IN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Window s Flyer Trade In Information Form Enter Bulk Vehicles The HomeRun Lite menu offers many options The following sections provide an overview of each menu Use these sections as a reference guide to the menu options File Menu The following table briefly describes the File menu options File Menu Option Purpose Reindex Pack Tables Utility to reindex and pack HomeRun Lite tables This procedure should be performed every few weeks Exit Closes HomeRun Lite If the Exit Confirm box is checked on the Admin menu Environment dialog a dialog appears to confirm the intent to exit Edit Menu The following table briefly describes the Edit menu option
5. If there 1s a Dealer Warranty with this vehicle sale check the Dealer Warranty checkbox and choose the F2 PickList tab next to months to choose a previously entered warranty detail Modify the description 1f required to reflect the exact nature of the warranty given If there is a 3 Party Warranty check the checkbox and choose the previously entered warranty detail from the Company F2 PickList button F Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Short Description 30 Power Train Warranty Months 1 Mileage 1000 Description 30 Day Full Power Train Warranty See separate document for full warranty details 4 ls there a 3rd party Warranty Short Description 112000 EM Silver Warranty Months 12 Mileage 112000 Company The Warranty Company Description 12 KM Silver Warranty 7 See Separate Document for full warranty details VVill the Dealer or Salesperson receive any incentive for financing of this vehicle lf Yes Retail Value of Warranty 120 00 58 e 6BData Entry HomeRun Lite Car Dealer Software HomeRun Lite 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 descrip
6. Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy Form Toolbar control Closes the current form The following table briefly describes the View menu options Parent Mode Find Locate List Filter Order View Menu Option Purpose Form Toolbar control Turns Parent Mode on and off for child forms Form Toolbar control Brings up the Find dialog for finding a record Form Toolbar control Brings up the Locate dialog for locating records Form Toolbar control Provides a picklist grid with incremental search and sortable columns for finding records quickly and easily Form Toolbar control When no record filter is set brings up the HomeRun Lite Condition Builder for creating a record filter Otherwise turns filter off Form Toolbar control Lists the table s index tag HomeRun Lite Car Dealer Software Print First Prior Next Last descriptions for selecting the record display order Form Toolbar control Displays the HomeRun Lite Report Manager Form Toolbar control Displays the first record in a table as defined by the record Order and Filter Form Toolbar control Displays the prior record in a table as defined by the record Order and Filter Form Toolbar control Displays the next record in a table as defined by the record Order and Filter Form Toolbar control Displays the last record in a table as
7. Report Designer r_contact frx Page 1 Contact Information Date Printed 07 16 2009 10 14 56 Date lst Entered 05 25 2009 Last Updated 07 162009 Company Record No Inactwe No Contact Type Retail Cust Name Harold Mortimer Company Address 456 WenbrorthRoad Hamilton Ontario L4L L4L Telephone Res 905 545 5454 Bus 905 454 8787 E Mail lira hm isp com Family Interest Referred By Now Has Salesperson Print Basic Information HomeRun Lite Car Dealer Software 6BData Entry e 47 Vehicle Information From this screen you will manage your Vehicle Inventory All Vehicle history as well as current inventory 1s 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 number is incorrectly entered a message is displayed informing you of th
8. defined by the record Order and Filter Data Menu The Data Menu provides access to the data entry forms in HomeRun LITE Data Menu Option Purpose Clients amp Contacts Vehicle Information gt Vehicle Information Enter repair Expense Purchase Bulk Vehicle Retail Bill of Sale Employees Employees Employee Position Lookup Tables gt Enter amp View Contacts and Client Information Displays the options for displaying Vehicle Information Displays the Vehicle Information Form Displays the form to enter and manage Vehicle repair expenses Displays the form to enter bulk vehicle purchases Displays the Retail Bill of Sale form Displays the options to manage Employee Information Displays the form to manage Employee information Displays the lookup table to allow you to enter employee title or position which is used in the main Employee information form Displays the options to enter information to the lookup tables that are used within the program HomeRun Lite Car Dealer Software 5BOverview e 25 Reports Menu Admin Menu 26 e 5BOverview The Reports menu provides access to the HomeRun Lite Report Manager and to reports run from menu options The following table briefly describes the Reports menu Reports Menu Option Purpose Inventory Listing Displays the form to run the Inventory Listing Report Delivery Schedule Displays the form to run the Delivery Schedule
9. period and a The agreement may be extended within 3 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 eiiher 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 purchaser and such return shall operate as a full release of all claims Where the motor vehicle given as a trade has been sold by the dealer the purchaser on cancellation shall be entitled to recover only the amount set out on the agreement as a trade in allowance ACCEPTANCE BY PURCHASER Ii 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 mot 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 Ii 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 accep
10. Appraiser Informalion Por Brakes Till hase Radio AMIFM TWO Door Four Door ehichke Appraised Value 5 Note The appraised value of a vehicle is not intended to be trade in value but represents the value that one might expect to receive in a sales transaction between a willing buyer and a willing seller Appraisals completed by persons not recognized as appralsers for this program will not be accepted by the Ministry of Revenue or the Ministry of Transportation Appraisals must be done within 60 days of the date of purchase Certification hereby cerbhy thal bwe hold a current regrstrabion under the Motor Veloce Dealers Acl and a vald vendors permi sued under the Reial Sales Tax Act my our primary business is the sale of new or used cars OR hereby certify that am an Independent appraser aulhorizcd by the Mingsiry of Revenue lo do apprearsals under the Used Veheck Information Program certify that the appraised value of the vehicle i bower than average due to severe damage or ceive Wear Every Bers Who now makes a fake of deceptive statement herein 3 gulty of an offence and a able on conviction lo a fine of tenn of imprisonment 6r bon het Saves Tax del Subsections 324 and 1444 3 1 Persanol ledorma en la eollecied on this term under auhani el aukeecien 4 2 8 of the nina Aer ales Tor der RASO 150 e R31 na amended amd wil be used lo delermine efgibiity lor exempien under the Ured Vehicks nfermabon Program Gueebons aboul th
11. FITNESS FOR A PARTICULAR PURPOSE Specifically LeBlanc amp Associates make no representation or warranty that this software is fit for any particular purpose NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall LeBlanc amp Associates or its suppliers be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use or inability to use this product even if LeBlanc amp Associates have been advised of the possibility of such damages Some provinces states countries do not allow the exclusion of incidental or consequential damages so some of the above may not apply to you GOVERNING LAW AND GENERAL PROVISIONS This License and Warranty Disclaimer shall be construed interpreted and governed by the laws of the Province of Ontario and any action hereunder shall be brought only in Ontario For the purpose of this program the Purchaser accepts the domicile of the City of Toronto in the Province of Ontario If any provision 1s found void invalid or unenforceable 1t will not affect the validity of the balance of this Licence and Warranty Disclaimer which shall remain valid and enforceable to its terms If any remedy hereunder is determined to have failed of its essential purpose all limitations of liability and exclusion of damages set forth herein shall remain in full force and effect This
12. 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 All rights not specifically granted in this statement are reserved by LeBlanc amp Associates NOTE The HomeRun Software program uses various forms in this software We believe these forms meet the requirements of the Motor Vehicle Dealers Act 2002 MVDA We have made every effort to ensure that these forms meet the requirements of the MVDA 2002 However these forms have not been vetted by our Lawyers It is highly recommended that you have these forms checked with your Legal Counsel to ensure that they are suitable for your Business LeBlanc amp Associates expressly disclaim all responsibility for the validity of these forms Trademarks HomeRun HomeRun Lite Car Dealer Software and the LeBlanc amp Associates logo are trademarks of LeBlanc amp Associates ProMatrix Visual ProMatrix and the ProMatrix Corporation logo are trademarks of ProMatrix Corporation Microsoft Visual FoxPro and FoxPro are registered trademarks and Windows is a trademark of Microsoft Corporation All other trademarks acknowledged October 2009 Contents AN o A nse
13. Lite 2 5 Car Dealer Program Registered to Joe LeBlanc File Edit View Data Reports PRE Window Help Ei Ea Company Information Basic Company Informaton Errors Dealer amp Tax Numbers Directories Tax Rate Environment Bills of Sale Default value HomeRun Lite 2 5 Car Dealer Program Regis Dealer Insurance Information Last Numbers Used Used Car Dealer Sora Contacts amp Clients vehicle Information Retail Bill of Sale vehicle Appraisal Form Enter Vehicle Expenses Enter Bulk Vehicles The options on the HomeRun Lite Admin menu allow you to control and use the Administrative Tools Important After you install HomeRun LITE 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 Lite are described below HomeRun Lite Environment You can control the HomeRun Lite environment through the Environment option on the Admin menu HomeRun Lite Car Dealer Software 3BSetup e 11 12 e 3BSetup da Environment On Off Date L confirm Century o Exit Confirm Rollover Year o r Logo Strict Date Level Bell off k Bell Clock A C clock Oniort Misc Format Report Manager Type Row oj Application Language Column 0 English U3 st The Environment dialog lets you customize the HomeRun Lite environment The environment settings are described below You can change the environment settings as neede
14. Lite Car Dealer Software 6BData Entry e 69 Employee Information Wesley Spike Mame amp Licence Address Telephone Company Mame Enter Company Name if applicable yD prosince E Postal Code Fill out the Telephone Numbers and Extentions Employee Information Wesley Spike Mame amp Licence Address Telephone Telephone Extention B Telephone Extention Telephone i j E Extention Fill out the Notes Tab 70 e 6BData Entry HomeRun Lite Car Dealer Software Administrative Tools Overview Admin Tools Errors This chapter describes the HomeRun Lite administrative tools that aren t described elsewhere in this User s Guide This includes e Error Handling See Errors on page 71 e Reindex Pack Tables Utility See Reindex Pack Tables Utility Regardless of how extensively a developer tests software errors occur Consequently HomeRun Lite contains an error handler that deals with errors gracefully and records useful information about the errors Important Don t be alarmed We do not expect that you will encounter many if any errors while running HomeRun Lite However if you do encounter an error we want you to know that HomeRun Lite 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 ab
15. PS on Insurance 10 00 06 29 2009 Lien Registration Fee 250 00 Net Amount Financed 6770 00 Loan Calculator Finance Rate 14 50 14 50 14 50 Pay Frequency Monthly i Cost of Borrowing ze Total Balance Due 236 85 After the information on this screen has been completed Click the print button on page 9 Print and Update of the form to print this Vehicle Bill of Sale Car Dealer Software 6BData Entry e 59 Info Cost You can make general notations on this particular sale in the Notes fields When you save the information on the price screen the profit is automatically updated on this screen Note Since Costing and Profit information is on this screen do not click on this tab if the Client is in a position to see it This screen is basically designed 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 1s Bill of Sale Retail Stock No gt Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print amp Update Notes 1 Notes 2 E Notes 3 4705 00 Total Expense 250 oo Total Cost 4955 00 Total Sales 4745 00 Profit 210 00 Bought From QUALITY MOTORS Location Mississauga Floor Plan Update Cost Info after S
16. 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 1t with your mouse The shortcut keys are listed in the Using HomeRun Lite chapter Picture Y Y 4 2 A Ht de pl HomeRun Lite 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 Lite Condition Builder for creating a record filter When a filter 1s 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 is 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 navigate through the records in a table the Order selected and the Filter in effect if any determine how the table appears to the navigation controls Brings up the Find dialog for finding a record using the table s primary key or the current Orde
17. View E pense A II hese ct that ee 52 EI II AA 52 ENTER REPAIRER X PENSE a dias 52 BILEOBSALE RETA a a E iodadicn audioiciaict 54 BOO ene ee ne RE a N A N N A rere eae Oe 54 A A IA 34 Frade E OS 55 IS A EE AE O E eal E TEE EE 56 STA E AMAR RN A A A AO 56 SACS CIS OM a deceiree A AA A AN RA A RO 37 WITT ONION AE E A N A O AO A TA AETA 58 EET e SERE ada cate tacts O ASEA A AEE E A AE ENEE EATA ETE 59 TON COST E E E E EEE T EE E OAR 60 Ernte Update BUNS OF SAILS stia it E A 6l NIE IGE VPP IRA S a bal OR M aesa a san ietaieatesextunteedies 65 PURCHASE BULK VEHICLES lt A Aa 66 Purchase Bulk Ventas siccdhisecsete staves ab vebesdiaseoseudssiaceuabbaloetaswehestue dees e 66 Update COPOS SA tias 67 EMPLOYEE Scuola ai 69 ADMINISTRATIVE TOOLS lt A ui 71 ONE VI ts 71 DNI ODE SS ao aaa ee T woneueeiaeace mie A 71 ERROR Sna some A O e A cs Shee aes ahh tel ao ae 71 TOT OVS o Z2 Errors VA ACM sosa 72 REINDEX FACK TABLES UTN na 73 TIPS TECHON TO UES q sanidad ara noS 74 OVERVIEW al acid 74 INCREASING FORM S PEED ai A AAA ia 74 M OMOT VeA E ARANA AAA AAA AAN Sune tien aise 74 INCREASING SAVE RECORD SPEED ia Adan 74 HomeRun Lite Car Dealer Software OBContents e iii Introduction Welcome Welcome to HomeRun Lite Car Dealer Software The developers of HomeRun Lite Car Dealer Software are experienced business systems professionals who know the features that heavy duty professional business applications must have Y ou 1 l find
18. al Price aocr ehevroiee saiverade 2500 ber cafcoreer israse asemmasrias 2000 09 fise rora raso super cas xa amra _ roairs _ arrmaewavcaseo 0700 00 foas chevraiee cavalier 2 21 a son rea 2vase6 acaseseaasseoio E 1200 00 fiese roxa Escort 2 01 ab som sao gt iones urarmaamizial 2000 00 2002 cmuyezes sencing 2 7 1 Seaan mite oseac ucaevaersauaeze I 0180 00 faoca roxa Focus an wow se rea aoaaa _ utarracaeaveara4 El 8000 00 Check the information is correct If there is no information shown go back to Vendor Address tab and choose the Vendor PickList Icon and click the Edit button This will put you in the Contact Form Ensure that the information is entered correctly for this Vendor Save and Close the Client Form and return to the Agreement Save the information again The information will be transferred to this form Choose Purchaser Salesperson from the Purchaser Salesperson PickList Icon gt Purchase Bulk Vehicle 2589 00 Grand Total 45739 00 Update Car Stock 74680BC6 6 Sub Total 43150 00 6ST Vendor Name Address Numbers Vendor RIN 789789 Vendor GST 123565487RT001 vendor PST vendor Salesman Willie Wonka Vendor Salesman 678987 John Smith a 12565465 66 e 6BData Entry HomeRun Lite Car Dealer Software Enter the information on the Cars Purchased You can put in as many vehicles in the grid as you
19. and to eliminate as much typing as possible Y ou will also notice the name is displayed at the very top of the form That is so that you will always know which Contact you re working with no matter what tab you are in 44 e 6BData Entry HomeRun Lite Car Dealer Software 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 Miscellaneous Information F Contacts Harold Mortimer Print This Record C Inactive Main Information Miscellaneous Inforrnation Correspondence Drivers Licence M1235 54566 54554 Licence Expire 11 16 2009 Birth Date 11 16 1972 Insurance Expire 07 15 2009 Insurance Company Llberty Mutual i Policy Number 1546545878R Insurance Agent Sam McGee Agency Agent s Tel 905 656 8989 Dealer Number RIN Number GST Number PSTNumber Dealer Salesperson Salesperson Number Notes 1 I Notes 2 For a Retail Contact you will enter the drivers licence and insurance information If you do not enter this information here you can choose Edit from the picklist menu in the Retail Bill of Sale to enter it then It will then be copied back to the Sale form In the case of Dealer yo
20. basis or on an annual basis in sets of 10 or 25 Support Units Priority Support provides the following additional support services e Telephone Support from 9 00 a m to 4 30 p m EST Monday through Friday e Priority Response provides access to senior HomeRun Lite staff e Priority Email Support lets you submit support requests via private email If you need priority telephone support call 416 663 8510 Telephone support hours are from 9 00 a m to 4 30 p m EST Monday through Friday You can also get HomeRun Lite Priority Technical Support via private Internet email Send Internet email to support homerunsoftware net When you purchase HomeRun Lite not an upgrade you receive 30 day technical support A Support Unit is 15 minutes of HomeRun Lite staff time any part of a Support Unit used counts as a full unit Each telephone call and each private email uses at least one Support Unit HomeRun Lite Bug Reports If you believe you have encountered a bug in HomeRun LITE send an email to info homerunsoftware net with a subject line of Bug Report We will evaluate your bug report on a non priority basis If a bug is indeed found it will be fixed and added to our next update If you believe you need Priority Support to deal with what you believe is a bug you must use the Priority Support process to request Priority Support That means you must purchase or use pre purchased Priority Support incident units to start the Priority
21. 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 sO wx P More After entering a new record clicking the More control saves the record and adds a new blank record Save Saves data entered while adding Copying or editing a record and ends the add or Copy Cancel Cancels data entries and changes made while Adding Copying or editing a record and terminates the Add or Copy Related Forms Controls Parent Mode Turns Parent Mode on for child forms While Parent Off Mode is on the record selection and navigation controls operate on parent records When the Parent Mode Off picture is displayed Parent Mode is not in sl effect Parent Mode Turns Parent Mode off While Parent Mode is off the On record selection and navigation controls operate on child records When the Parent Mode On picture 1s displayed Parent Mode is in effect Close Control de Close Closes the form Required Fields Some Fields on forms are designated as Required Fields and must be filled in before a record can be saved These fields are shaded light HomeRun Lite Car Dealer Software 6BData Entry e 31 yellow on the forms Some of the fields that are required are Enter Date sold Date 10 02 2007 on Bill of Sale
22. free and for purchase New User Support 30 Day Technical Support is provided with all new purchases of HomeRun LITE After this period of time technical support can be purchased either yearly or per incident support You may pay for Support by Visa Master Card PayPal or by cheque Another option is to purchase and prepay by cheque or money order for a specific number of help incidents Please see out web site for a schedule of fees One of the advantages of purchasing yearly support is all the updates and program upgrades will be provided free of charge during the paid support period Provided the computer system is on a high speed Internet network we can offer technical support using Netmeeting using the Internet This program is included in all Windows XP We will walk you through setting up when required At present we are unable to provide this support for users using Vista HomeRun Lite Car Dealer Software Web http www homerunsoftware net The HomeRun Lite Web is the cornerstone of HomeRun Lite Technical Support because 1t allows us to provide timely support information to users throughout the world The HomeRun Lite Web s Technical Support pages are a valuable resource for e Frequently Asked Questions e Descriptions of HomeRun Lite Support Plans You will find everything you need to know about HomeRun Lite Technical Support on the HomeRun Lite Web Support pages HomeRun Lite Product Maintenance Software must be maintai
23. installation process by running SETUP EXE from either the supplied CD or the Downloaded file Setup for a Single User or Main Network Computer gt To run Setup l 2 Start Microsoft Windows Close all other Windows applications Installation from CD ROM Put the HomeRun CD ROM in your CD ROM drive Run the SETUP EXE program found on the CD ROM Installation from Exe File If you are installing HomeRun from exe file that you download from the HomeRun web site create an empty directory and place the file s into that directory or save to your Desktop so it will be easier to find Run the downloaded file from the directory that contains the EXE file Setup displays a Dialogue box telling you that it will install HomeRun in the C Program Files HomeRunLITE 3 1 Ddirectory or Folder Follow the instructions on the screen Setup ends Yov 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
24. participates in Canadian Motor Wehicle Arbritation Paln Comments Note If you wish a comment to print on the Bill of Sale type whatever you wish printed in the Comment Field Trade in Vehicle Enter the Trade in vehicle information on this tab including Owner information if the Owner of the Vehicle is different than the information entered in the Sold To Screen Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print Update Trade Stock Make META E Model stratus 2 0L 4D SDN Trim Level 456456 Year 11998 Colour Beige Body Type Passenger Car Serial 1B3E046X2WN333134 Kilo 192 015 KMiMiles km ls there a lien againstthis vehicle HomeRun Lite Car Dealer Software 6BData Entry e 55 Sold To Information Choose the Sold To information from the F2 PickList icon next to the Person field If the person is not already in the Contact Information table click the Add button to go the Contact Information entry screen Fill in all the information on this Client including the Insurance Information It is recommended that even if the Client is already in the Contact Information table that you click the Edit Button and confirm with the Client that the Insurance information is entered and correct Save the record and exit the Contact Information scr
25. program such as Vehicle Listings Delivery Schedules Inventory Valuation Reports Sales Report and Purchase amp Tax Reports Who Should Use HomeRun Lite Car Dealer Software HomeRun is for Used Car Dealers who want to be able to manage their business in a Professional and Profitable Manner HomeRun Lite Although you don t have to be a computer expert to use HomeRun you should be familiar with the following Car Dealer Software 1Bintroduction e 1 e 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 HomeRun Lite 2 e 1Bintroduction When you need help while working with HomeRun Lite Car Dealer Software the first place to turn is the HomeRun Lite Car Dealer Software documentation You can also access the HomeRun Lite Car Dealer Software documentation online from the HomeRun Lite Car Dealer Software Help menu Car Dealer Software Technical Support The LeBlanc amp Associates is committed to providing the best possible technical support for HomeRun Lite HomeRun Lite Technical Support offers a complete portfolio of high quality innovative technical support services to help you get the most from HomeRun Lite This section describes the technical support resources available to you for
26. server computer 4 You must run the program on the main computer to do your individual set up for your company Important You cannot simply copy files from the CD or Setup Disks to your hard disk You must use the Setup program to decompress and install the HomeRun Lite files into the HomeRun Lite directories See Running Setup below for a detail description of the installation Before You Begin Installation Before you install HomeRun LITE make sure that your computer meets the minimum requirements Hardware and System Requirements To run HomeRun your computer system must meet these minimum requirements e Any IBM compatible computer with a Pentium 4 2 4 Hz processor or higher HomeRun Lite Car Dealer Software 2Binstallation e 5 Running Setup A mouse 512 MB RAM Minimum 1 GB or more recommended A hard disk with 107 megabytes of free space More space will be required for your data If installing from disk a CD ROM drive VGA or higher resolution monitor set at minimum of 1024 x 768 Screen Size Windows XP Professional or Vista Business HomeRun is a business application and as such requires a Business Operating system Windows XP Home Vista Home is not a business operating system and as such is not recommended In addition we will not offer support on system problems if you are running these home operating system Installed Windows fonts Arial Courier New and Times New Roman Begin the HomeRun Lite
27. 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 gt Status from the main menu Purchasing Information On this tab you will have information on whom you acquired the Vehicle from If you acquired this particular Vehicle as a trade in the vehicle will be added to the table from the Bill of Sale screen and will be marked with Status of T The purchasing information will automatically be entered on this screen from the Bill of Sale form If the Vehicle was purchased Wholesale and entered via the Bulk Purchase or Wholesale Buy Form the information will be 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 Honda Civic 4D SDN AT 2002 Status 5 Vehicle Information Purchasing Inforrnation Mileage Information Notes Sold To Bought From Independent Auto Wholesale Purch StockNo Full Name John Independent a j Address 4745 Steeles Ave unit 12 City Milton Province Ontario Postal Code L3L ea Phone 905 225 2525 Exten Bus Phone
28. 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 VIM Humber 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 A running total at the top of the screen will update after you save each vehicle Vehicles Stock_no Year Make Model Colour Mileage Serial PIT Price A 10107 2001 silverado 2500 EXT CA COPPER 167856 2GCEK19T7111315 a 12300 00 10108 1999 F150 SUPER CAB XL aDBlue 104171 2FTRX18W4xCA960 Ll 10700 00 10109 1995 Cavalier 2 2L 4D SDN Red 270596 3G1705244556010 Ll 1200 00 10110 1999 Fora Escort 2 0L 4D SDN SE Black 191185 1FAFPASP1XW12124 C 2000 00 10111 2002 Chrysler sebring 2 7 L Sedan mite 063467 1C3EL46R62N22284 C 8150 00 10112 2002 Focus 4D WGN SE Red 60443 LFAFP36382034734 _ 8800 00 gt 2 Update Car Stock Once you finish filling and saving the Vehic
29. you set up HomeRun Lite so that more than one user can access data and report files at a time gt To Set Up HomeRun Lite ona LAN 1 Install HomeRun Lite on each LAN workstation s local hard drive using the workstationsetup exe 2 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 3 If you have missed this step use Windows Explorer to get to the Folder Directory where you installed HomeRun on the workstation If you accepted the default folder location during the set up this would be C HomeRun SoftwarelHomeRunLITE 311 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 Lite 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 e HomeRun Lite includes Administrative Tools that help you manage and monitor your use of it e You access the Administrative Tools through the Admin menu e You can turn many of the Administrative Tools on and off through the Admin Tools option on the Admin Security menu e HomeRun Lite Security gives you greater control over who can access HomeRun Lite and what they can access See the Security chapter for all the details e You can customize the HomeRun Lite environment through the E
30. 150 00 157 50 Purch Total Net Fao ai 4705 00 Exp enses 250 00 A 4955 00 6245 00 p Exp enses Profit 1230 00 Recalculate Button Pressing this button will recheck the costs and recalculate the totals on this tab Enter Repair Expense This is where you will enter all expenses other than the acquisition cost The Vehicle must already have been entered to enter expenses Vehicle Expenses A a Stock Number EPS Make GMC Model 3500 Savana Cargo Year 2003 Colour White Serial 1GTHG35U131118696 Company G l Auto Detailing Address 3195 Wolfedale Road Unit 3 City Mississauga Prov Ontario Postal Code L5C 1V8 Inv Date 09 27 2007 Invoice No 313294 Description Clean up 2 Net Amount 60 00 GST 0 00 Total Invoice 60 o0 If you want to view or modify a particular expense for a vehicle fill in the information on the Find form To enter a new expense click Cancel and click the Add button on the Button Bar Choose the Stock from the F2 PickList Once chosen click Save and the Make Model and Year fields will be filled in Choose the Company from the Company F2 Picklist Icon After choosing the company click save to fill in the balance of the company fields If the Company is not entered in your Records or 1f some of the information entered is not correct you can Add or Edit a company from the F2 Picklist screen 52 e 6BData En
31. 3 Phone 905 565 6555 Exten cellular Phonel Other Phone Referred By Purchase Client Purch Client No HomeRun Lite Car Dealer Software 6BData Entry e 49 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 1s always up to date If the Bought From contact 1s 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 that the information is incorrect press the F2 Picklist icon again and click Edif 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 automatically filled in where appropriate Miscellaneous notes about this Vehicle can be entered in the 2 Notes field Vehicle Information Honda Civic 4D SDN AT 2002 Status 3 Vehicle Inform
32. 3467 Focus 4D WGH SE Red 1FAFP36382 W347 321 20443 Sub Total G 5 T Total HomeRun Lite Car Dealer Software Price 12 300 00 10 700 00 1 200 00 2 000 00 3 150 00 8 800 00 43 150 00 2 589 00 45 739 00 Employees You will use this section to enter employee information The main purpose is to have the employee names job title and licence number so that 1t can be inserted in documents where required Another use 1s to record telephone information so that your staff has ready access to telephone numbers when they need them This form layout comprises of 4 tabs The steps for the Employee Screen are as follows The First Tab is Name amp Licence On this tab enter the Employee s First and Last Name Use the Pick List to choose the Employee Title Enter the Person s licence number The Driver s Licence Number is optional and is strickly for your records Note In the case of a Management Employee ensure that you fill in the Title field This Title will be entered on the Bill of Sale form for the accepting officer Employee Information Wesley Spike Address Telephone First Mame Wesley LastName Spike Title Sales Representative Licence No 45689365655 Driver Licence Mo The Second tab enter the Address of the employee If this Employee is an independent Employee that invoices you for commissions and other services enter the name of the company the Employee uses to invoice you HomeRun
33. A Telephone Extention F2 Lookup Table Terms of Sale F2 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 Lite will also reindex the tables you select 2 The Tables list on the left side of the dialog shows all the tables in HomeRun LITE _ 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 A table individually by highlighting it in the Tables list and double clicking it or clicking the right arrow button e All tables by clicking the double right arrow button e All non system HomeRun Lite tables by clicking the Application button HomeRun Lite identifies non system tables as the tables whose names do not begin with S e All system tables by clicking the System button HomeRun Lite identifies system tables as the tables whose names begin with S
34. Builder in detail New Condition Button 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 Ar Locate Conditions ww Name Comments Modify Condition Table x Fedf f Operator PT vaue z statements for a Condition don 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 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 HomeRun Lite Car Dealer Software Condition Statement Buttons New Condition Statement Button 3 Starting a New Condition Statement Click the New Condition Statement button in the right side Conditions Statement column You can now access the Table Field Operator and Value boxes and the Condition Statements buttons to build a Condition Statement The Co
35. 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 Or 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 HomeRun Lite Car Dealer Software 6BData Entry e 33 34 e 6BData Entry Modity Condition Contact Type equal to Supplier City equal to Mississauga OR City equal to Brampton Mey Remove Move Ur Add OR In plain English these Condition Statements say select a contact record 1 if the client type is Supplier and the client is located in the city equal to Mississauga or 2 the city is equal to Brampton Notice that the AND operator is implied between Condition Statements that are not separated by the OR operator Now let s explore the ins and outs of building Conditions The next section describes how to use the Condition
36. ENO ie 24 DATA MEN ta ia dale iosisno 25 REPORTS MENU prerana a a a a a EA 26 ADMIN MENU a A a a a a a peaeaeees 26 WINDOW MEN U oraaa E A a a tate od alls 27 PEEP EN eee ee a titi 27 DATAENTRA Oosctusciccets a tacexseceeses eee EEEE Ee EO OEE E Eae i ri 29 OVERVIE Wer np a odia 29 FORM LOOLBAR CONTROLS stato e iia 29 IR OEE EE AEN A EAE AEA ETE EAEAN E AE E 29 TO eC OTO ad E AE T EEA O EE E A A 29 Too Dar M EU OPU OSS EEE A E EEE 30 ADAC AAA II A O IN SORE TTA 31 HOMERUN CONDITION BUILDER cut a e a cies ecccucw a aea i eea E eea Eea 32 How You Access the Conditon Buille aiseee od a a a a a a aa as 32 How You Use the Condition builder csi A ad ARE 33 DD O Re O MOE URE TE See en eet 38 Ose Mach Case Or OL aser SCANLON ics tats cathe a E cat vase ane ieae Atel aso 38 How the Find Control Finds R COrdS c1cccccccccuccncccccnccnscoccceccuccuscuscacccsceeccsccuscsscsscceceecesecuscusceseeecess 38 ANC esse ears ado idolo unis 39 PIETER a dali daa 40 ORDER Cai al 41 OROUPDELE Ennio 41 CIENT CONTACT Sonica 43 MIMI OMAR CER CRETE BOE EOE TN Reet PETE RTC RIOT PY TE ete TCT eR De Pee er re Ter er 44 Miscellaneous Informal OTER E AO 45 CT PONA NCAA AA AA E AE AN 46 Fant Comge TIOMA ON eaei TA E E A TS 46 NEHICLE INFORMATION iS 48 Vehicle Informa ns E S 48 PUESTAS MIMI E S 49 MUERA TR 50 Noles Gnd C ONNENI N oie a e A NN 50 O A NER NEA AEA A O OON 51 COS A N AEN E E E E A E AE ORE 51 ii e OBContents HomeRun Lite Car Dealer Software
37. Gee Agency _ 905 656 8989 ves 123456789 no VEHICLE TO BE TRADED IN DEALER WARRANTY TERMS OF SETTLEMENT 13 THERE A DEALER WARRANTY ON THIS VEHICLE LALA UP EY TE YES COMPLETE THIS SECTION YES K NO O A 6 795 00 695 00 MONTHOR 1000 KMS ommna 250 00 30 Day Fu ee Pe SERIALORVIN B3 E 33134 30 Day Full Power Train Warranty CERTIFIED DISTANCE THAT THIS VEHICLE HAS TRAVELLED See separate document for full warranty es ae 192015 details W THIS VEHICLE YES OR NO ed DANIC PEE i7 LR AT EDGTEAMT ONLY SEE EMME is srs tastes tat ire SUE TOTAL GET TAXABLE 0 00 Is THERE A THIRD PARTY WARRANTY ON THIS VEHICLE IF YES COMPLETE THIS SECTION TRADE IN ALLOWANCE 1 500 nm ves Xx wo NET DIFFERENCE COMPANY The Warranty Company 12 MONTH OR 12000 KMS RETAIL VALUE IF INCLUDED IN VEHICLE SELLING PRICE 120 00 DESCRIPTION 12 KM Silver Warranty See Separate Document for full warranty details MANUFACTURER PARTICIPATES IN CANADLAN YES MOTOR VEHICLE ARBITRATION PLAN CAMVAP SEE APPLICABLE STATEMENT ON REVERSE wo U TERMSOFFINANCING CONDITION OF SALE AMOUNT OF PAYMENT No OF PAYMENTS PAYMENT STARTON E mi 308 07 06 29 2009 VEHICLE SOLD AS IS RHAN I agree that if the appropriate space below is initialled by es ioe FINANCED WILL THE DEALER OR SALESPERSON RECEIVE YES fx me the vehicle is sold As Is and 18 not represented at DISABILITY a ANY INCENTIVE FOR THE FINANCINNG OF THES being ln pue wor
38. HomeRun Condition Builder Conditions Library List Name 32 e 6BData Entry 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 A A A Conditions Modi Condition Contact Type Contact Type equal to Supplier Condition OR L Contact Type egual to Contact Statements F E Mew Remove AA ew Copy Remove Morei Move Down Down sh Condition Name S Contact Type Table Master Client Table tatement Builder Sai Flela Contact Type Lised to filter or locate records by n Contact Type Operator egual ta Vale Suge 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 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
39. IVE DETAILS 3 THE VEHICLE REQUIRE EEFAIES TO SUSPENSION SUBERANE YES O E p THE VEHICLE HAVE STRUCTURAL PARTS DAMAGED ALTERED OR REPAIRED YES O THERE BEEN ANY PREVIOUS DAMAGE REPAIRED EXCEEDING 3000 00 HAVE THE MANUFACTURER S BADGES OF DECALS BEEN CHANGED OR HAVE THE ORIGINAL PRODUCTION SPECIFICATIONS BEEN CHANGED ARE THERE OTHER DISCLOSURES SS WITHIN THE SEVEH TEARS WAS THIS AN ANTI LOCK BRAKES INOPERABLE YES H HOT APPLICABLE s OUT OF PROVINCE VEHICLE YES AIR BAGS MISSING INOPERABLE ves HOT APPLICABLE U S VEHICLE YES POLUTION CONTROL INOPERABLE res I HOT APPLICABLE IF YES IDENTIFY FROVINCE S OR STATE S HAS VEWICLE EVER BEEN DECLARED i A TOTAL LOSS BY AN INSURER ves J THEFT RECOVERY ves ANY BODY PANELS PAINTED OR REPLACED Yes TF MANUFACTURER S WARRANTY CANCELLED ves Name Signature Date Please Print 2009 LeBlanc amp Associates Trade In Information Form HomeRun Lite Car Dealer Software Vehicle Appraisal Form Many Dealers or Appraisers perform Vehicle Appraisals for Estate Insurance or for Historical Vehicles For the purpose of this program we include with HomeRun a PDF of the Ministry of Revenue Motor Vehicle Appraisal Form This form is a self filling form which can be printed on your printer D pe Ontario esp li Motor Vehicle Appraisal Record 33 King Steel Weel Used Vehicle Information Program P Bar 623 Oshawa OM LIM OMT Version frangaise disponible 1 Dealer
40. Inventory Valuation Displays the form to run the Inventory Valuation Report Report Sales Reports Display the form to tun the various Sales Reports Retail Sales Tax Prints the Retail Sales Tax Report Report You manage and control HomeRun Lite 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 company setup information Basic Company Information This item allows you to enter and maintain your Address and Telephone Numbers Dealer amp Tax Numbers This item is where you enter your Dealer RIN and other numbers Tax Rate This is where the tax rates charged by the program are read from As tax rates change this is the location where you change them Dealer Insurance This is the location where you enter your insurance Information information This information is used when you use the Print Dealer Information below Last Numbers Used This is where you maintain the numbering sequence for Stock Number and Bill of Sale Print Dealer Information This allows you to print your Dealer Information when you have to give this information to suppliers HomeRun Lite Car Dealer Software Window Menu Help Menu Errors Lists errors that occurred while users worked in HomeRun Lite Directories Display s HomeRun Lite directories and allows the HomeRun Lite tabl
41. LeBlanc Associates HomeRun Lite Car Dealer Software Version 2 5 User Manual Used Car Dealer Software HomeRun Lite Car Dealer Software User Manual LeBlanc amp Associates 25 Four Winds Drive Suite 613 Toronto Ontario M3J 1K8 416 663 8510 Internet Web www homerunsoftware net Internet Email info homerunsoftware net 2009 LeBlanc amp Associates All rights reserved Published 2009 Printed in Canada LeBlanc amp Associates Developer have made every effort to ensure the accuracy of this document Developer makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose The information in this document is subject to change without notice Developer assumes no responsibility for any errors that may appear in this document Names and data used in examples herein are fictitious unless otherwise noted The information contained herein is the exclusive and confidential property of LeBlanc amp Associates and except as otherwise indicated shall not be disclosed or reproduced in whole or in part No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc amp Associates WARRANTY DISCLAIMER THIS SOFTWARE IS PROVIDED AS IS LEBLANC amp ASSOCIATES DISCLAIM ANY WARRANTIES OF MERCHANTABILITY OR
42. LeBlanc 45698 Mainway Street Unit 12 Mississauga Ontario L4L 3L3 Tel 905 555 4111 Fax 905 555 4222 COMPANY GST No 83722 3213 II IIn eere CUSTOMER VEHICLE TRADE IN INFORMATION FORM __ H Registered Owner Harold Mortimer of Vehicle Name 456 Wentworth Road Apt 403 and Address Hamilton Ontario LAL L4L Phone Numbers Res 905 545 5454 Bus 905 454 8787 Trade Vehicle Year 1998 Model Dodge Model Stratus 2 0L 4D Trim Level 456456 Colour Beige JIS ODOMETER FAULTY BROKEN REPLACED OR ROLLED BACK IF YES SEE SECTION 1 BELOW AND CHECK APPROPRIATE BOX HERE IF 1A IS CHECKED SHOW PREVIOUS ODOMETER READING JAND DATE OF PREVIOUS READING DISTANCE TRAVELLED See distance travelled box above l a The Purchaser cannot determine the total distance that the vehicle has been driven but can determine the distance that the vehicle bas been driven as of some past 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 nor the distance that the yehicle 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 WAS THIS VEHICLE ANY OF THE FOLLOWING DAILY RENTAL O FIRE DAMAGED Ol WATER DAMAGED Ul POLICE CRUISER O EMERG SERVICE VEHICLE LI TAXI LIMO 0O E I TEMS TO THE LEFT G
43. Support process As you work with HomeRun LITE errors may occur Even the best computer software sometimes experiences errors When you run HomeRun LITE 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 Car Dealer Software 1Bintroduction e 3 form from the Admin menu to view the error data that HomeRun Lite captures The Errors form will normally provide all the information needed to diagnose and fix the error See Errors on page 71 for a description of the Errors form Tip If you need to call LeBlanc amp Associates technical support for assistance with an error please have the error data displayed on the Errors form when you call Visual FoxPro and Visual ProMatrix HomeRun Lite has been created using e Microsoft Visual FoxPro version 9 the state of the art object oriented database management and application development system e Visual ProMatrix the premier rapid application development tool for Visual FoxPro The program is compiled into a Executible file You do not require any of the above programs to run HomeRun Where to Go from Here Here s the approach we recommend for using the User s Guide e Start with the Installation chapter to learn how to install HomeRun Lite e Follow the instructions in the Setup chapter to make sure you have HomeRun Lite set up the way you want to use it e Review the Overview chapter to expe
44. System Tables System tables are tables that contain data used by standard HomeRun Lite functions such as the data dictionary audit trail error handler etc Non system tables are tables that contain your data files 4 You can remove tables from the Selected Tables list by e Highlighting an individual table and double clicking it or clicking the left arrow button Car Dealer Software 7BAdministrative Tools e 73 e Clicking the double left arrow button HomeRun Lite 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 Tips amp Techniques Overview This chapter contains a collection of tips and techniques that will optimize your use of HomeRun As you work with HomeRun you may compile your own list of useful tips and techniques If you do please send them to the LeBlanc amp Associates so that we can make them available to other HomeRun users Increasing Form Speed HomeRun puts more functionality into its forms than any other comparable product by far HomeRun forms include a related forms engine a relational integrity engine field security form controls security field validation an audit trail field messages activity tracking and more While each of these features provides valuable functionality they do slow down the operation of HomeRun forms On some computers the reduction in speed may not justify the functionalit
45. ale Completed This graphic shows the last tab with a description of Notes amp Cost In the actual program this tab is blank so that if anyone 1s 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 60 e 6BData Entry HomeRun Lite Car Dealer Software Print amp Update Bills of Sale 2 Bill of Sale Retail Stock No Make Model 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 status will be marked as T for trade 2 Update Car Status Information This will mark the status for the So
46. an also select the Condition and modify it before you apply it 6BData Entry e 37 Find 38 e 6BData Entry 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 is displayed Use Match Case for a Faster Search The Find dialog contains a Match Case check box that will cause the Find to perform a case sensitive search for character fields The case sensitive search is much faster However to do a case sensitive search you need to know how the entries in the field you are searching are capitalized How the Find Control Finds Records Partial Entries The Find control finds records that match whatever characters you enter into the current order key or primary key fields For example using the Find dialog illustrated above a partial entry of B in the Last Name field would find all records with a Last Name that began with B Key Pr
47. and follow the instructions in the Creating Security Recovery Files section below to make sure you can recover 1f you implement HomeRun s Security Option and accidentally lock yourself out of HomeRun after setting up HomeRun s Security tools 6 e 2Binstallation HomeRun Lite Car Dealer Software Setup for Networked Workstations A Workstation setup installs the main HomeRun program files and the necessary support files required to run HomeRun on an individual computer The Data is stored on the Server or Main computer and is used by all workstations gt To run Setup 1 Before starting the Workstation install you must map the HomeRun data path to the Server or Main computer Our recommendation is that you map drive H to the main HomeRun folder You may use any drive letters you wish however it is a good practice from an administration point of view to map each workstation with the same drive letter If you don t know how to set up a Share on one computer and set up the mapping from other computers to this share you may want to get a Computer Professional to do this for you 2 Start Microsoft Windows Close all other Windows applications Installation from CD ROM Put the HomeRun CD ROM in your CD ROM drive Run the WORKSTATIONSETUP EXE program file that s on the CD ROM 4 Installation from downloaded file Run the HRSTATIONSETUP EXE file that you downloaded from the web The steps from here are the same 5 S
48. ation Purchasing Information Mileage Inforrnation Notes Sold To Date In 04 04 2008 3 Mileage In 215 988 Mileage Out 215 988 KmiMiles km 3 DOT In i E DOT Out 123456789 a 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 50 e 6BData Entry HomeRun Lite Car Dealer Software Vehicle Information civic an som E ooz status s Vehicle Information Purchasing Information Mileage Information Notes Sold To Description items entered here can be used to enter the description when printing Vehicle Available list i e Power Steering Power Brake Heated Seats 3 0L Y6 plus any other descriptions ofthe vehicle General Notes This item is for you to enter specific items on this vehicle Could be problems with the vehicle that you know of etc This Fields DOES NOT print on any reports It s for your internal use only Sold To This tab is to hold the Sold To information It is filled in automatically when you update sold information when doing either a Wholesale or Retail Bill of Sale Vehicle Information civic 4D apm lar 2002 status 5 igovcuscoccccecccscccscccceeeesessceuoccnscscees Vehicle Information Purchasing Information Mileage Information Notes Sold To First Name Haro
49. ble explains the fields on the Errors dialog Errors Fields Contents User ID Blank if User Access Security is not on in HomeRun LITE 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 Lite Report Manager contains an errors report The errors report prints error records in the errors table You can select the report s order filter and scope Errors Management Periodically backup the errors table and delete its records You can use the Group Delete on the Errors form HomeRun Lite Car Dealer Software Reindex Pack Tables Utility HomeRun Lite HomeRun Lite contains a Reindex Pack Tables utility on HomeRun LITE 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 E Reindex Pack Tables Reindex O Pack Tables Selected Activity Tracking
50. c aceees ved eE oe I INTRODUCTION aaa eee seca E 1 VV A o e iene O arate deneust a abeomnan ss 1 WHY USE HOMERUN LITE CAR DEALER SOFTWARE caia l WHO SHOULD USE HOMERUN LITE CAR DEALER SOFTWARE ooococcccccnccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnninininininos 1 WHEN COU N BED HEL De acatar dro ol ei 2 HOMERUN LITE CAR DEALER SOFTWARE TECHNICAL SUPPORT sseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 2 IN GW User SUDPOM sidad alada 2 HomeRun Lite Car Dealer Software Web http www homerunsoftware Nel ooooooonnnnnnnccccnnnnnnnnnnnnss 2 Homekun Lite TrOduUct MOI CHANCE nicesine A di 2 Homekuw Lite Product pervades dai ici 5 TIOMCRUM AMC PRO SUDDOM dd 5 Homekun De BUSREPOTS ios 5 ERROR Sidi AAA E A A de 3 VISUAL FOXPRO AND VISUAEPROMATR DS a 4 WHERE TOGO PROMO PREU 4 INSTALLATION ici 5 HOMERUN LITE INSTALLATION ud da 5 BEFORE YOU BEGIN INSTALLATION a 5 Hardware and System INCGUITCMCIIS AAA Sd a 5 LUN o R 6 Setup for a Single User or Main Network CompuleT oocccccnnnnnoonnccnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnancnnnnnnnnnnnnos 6 Setup for Networked Workstations sunfire cs cs wand es esate eae as eae a read ed r WV AG SE PUP TINS TALIS cironun E N a N 8 HomeRun Directories Or Single USCIS IVETE AE AAAA E E R ASE Home kun Directories Or NEIWOEK U SENS tii A AE ARA AA A AA 8 REGISTERING HOMERUN FO USE rada 8 RUNNING HOMERUN THE FIRST TIME sosucinicios addition idas 9 PERFORMING BACKUP OF PROGRAM AND DATA cre
51. ct F Contacts Harold Mortimer Print This Record O Inactive Main Information Miscellaneous Information Correspondence E Mail Send Email Message Web www homerunsoftware net Visit Web Site General Notes enter notes On this Page you can keep the email or web address for this Contact Print Contact Information You can print Contact information for the record shown on the screen by clicking the Print This Record button on the bottom of the form This will bring up the selection form de 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 46 e 6BData Entry HomeRun Lite Car Dealer Software F Report Designer r_contact_pers frx Page 1 Contact Information Date Printed 07 16 2009 10 11 47 Date Ist Entered 05 25 2009 Last Updated 07 16 2009 Company Record No Inactwe No Contact Typ eR etail Cust Name Harold Mortimer Company Address 456 WenbyorthRoad Hamilton Ontario L4L L4L Tekphone Res 905 545 5454 Bus 905 454 8787 E Mail Address m isp com Driers Li M1235 54566 54554 Expires 11 16 2009 Birth Date 11 6 1972 icence Insurance Company Policy Number Liberty Mutual 546545878R Expires 0715 2009 Insurance Agent Sam McGee Agency Tel 905 656 8939 Notes Print Personal Information
52. d 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 1s checked By default Confirm is unchecked Exit Confirm When you exit HomeRun LITE _ a dialog appears to confirm your exit This dialog prevents accidentally exiting HomeRun LITE However some people are annoyed by the confirmation dialog If you re in the latter group you can turn off the exit confirmation by unchecking the Exit Confirm check box Clock If you want to display a clock in the HomeRun Lite 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 HomeRun Lite Car Dealer Software Date Specifies the format for the display of dates on forms The default format 1s American mm dd yy The drop down combobox lets you choose different formats based on country or the placement of mm dd and yy The Separator specifies the character that separates mm dd and yy in the date format selected The default Separator is
53. d by copyright law and international treaties Mo part ofthis program may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of LeBlanc amp Associates Unauthorized reproduction or distribution ofthis program or any portion of it may resultin severe civil and criminal penalties and will be prosecuted to the maximum extend m possible Under the law The HomeRun Software program uses various forms in this software We believe these forms meetthe requirements of the Motor Vehicle Dealers Act 2002 iMY OA We have made every effort to ensure that these forms meet This programm 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 Itis highly recommended that you have these forms LeBlanc 2 Associates checked with your Legal Counsel to ensure that they are 25 Four Winds Drive Suite 613 Sean eae ee poe ni Toronto Ontario M3 1K8 LeBlanc Associates expressly disclaim all responsibility for Tel 416 663 8510 Fax 416 663 7951 the validity ofthese forms email suppoma homerunsottware net Www homerunsoftware net Show this form at startup e a Click Continue to enter HomeRun Lite Click Exit to leave If you want to redisplay the Welcome Form while you are using HomeRun LITE select the Welcome Form option on the HomeRun Lite Help menu
54. ecedence The Find control gives precedence to entries for the primary key That is if you make entries on the Find dialog for both the current order key and the primary key the Find will find records that match the primary key entry If no records match the primary key HomeRun Lite Car Dealer Software entry the Find will find records 1f 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 1f an entry of B were made in the Last Name field HomeRun would display the grid below stockno Status Make Model Year S N Lookup Serial Sold To Buy Date BoughtF 4 Corsa Ja Ford Vans ESD ECONO VAN raaa anoeos fiFToMaurPzasaaoa oers 2003 JOE Can 10160 s feme Sierra 1500 EXT CAB SL 1995 243847 1GCEK14Z38Z243847 Oxford Autof08 05 2003 GE Capi e fe onena vans 1500 Bpresstt 1985 _ 2aaear roc 14z362243647 oor Auid08 0512003 GE Capi mea e ffos raso DOHC lt DWONGE 1908 aze210 aFmDAstaawama621dHome 080572003 OE Capi es fa Sroa Taunus 3 0L a0S0NLx 1985 fanesz rranrs2uisozeias 080812003 GE Capi mea fa Pomon Neon 20200RE rees fasten firacPsaursoanea oemar2003 Home OOO OOO E y y Locate When you click the Locate to
55. ed Car Dealer Sofware Contacts amp Clients Vehicle Information Retail Bill of Sale vehicle Appraisal Form Enter Vehicle Expenses Enter Bulk Vehicles Exit z fy E Peeeeeeeeeeterreerer terre Coee reer Pere eee rer eee eee eee Button Purpose S Activates the Report Manager a Displays the HomeRun Lite Startup Form i Will print the current active screen or window HomeRun Lite Car Dealer Software 4BUsing HomeRun LITE e 17 HomeRun Lite Form Toolbar Controls HomeRun Lite forms have toolbar control push buttons The toolbar control buttons let you view and manage data in tables LAME Y 28 104 gt mn oek GF We The HomeRun Lite Form Toolbar You need to learn how the toolbar control buttons operate The Data Entry chapter lists the HomeRun Lite toolbar controls and describes how they operate Please review the Data Entry chapter so you 11 know how to use HomeRun Lite 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 Menuindow Always on top Center Color Minimize Forms Shortcut Menu Help Field Description Add Hew Edit Picklist Fields Shortcut Menu Escaping from Invalid Data If you encounter an input field that fails validation while you re editing data on a form in HomeRun you may press Esc to exit the HomeRun validation routine and cancel the data changes you made on the f
56. ed to Joe LeBlanc Used Car Dealer Software Contacts Clients Vehicle Information Retail Bill of Sale VIN Checker Enter Vehicle Expenses Wholesale Sell Payment Loan Calculator Vehicle Appraisal Form Wholesale Buy Windows Flyer Trade In Information Form Enter Bulk vehicles HomeRun performs the following major functions e Manage Client Contacts HomeRun will allow you to manage all your business contacts e Manage your Vehicle Inventory HomeRun Lite Car Dealer Software 5BOverview e 21 HomeRun will allow you to manage your Car Inventory You will be able to track all the expenses associated with any of your current and previous car inventory e Retail Bill of Sale HomeRun woll allow you to enter and track Bill of Sale for Vehicles sold It will also allow you to print professional looking Bills of Sale e Manage after Sales Products HomeRun will allow you to keep track of the items you keep in stock that you sell to your Clients Also HomeRun allows you to invoice these items Services Why You Need HomeRun Lite In today s complex business environment it is becoming more difficult to consistently produce profitable sales HomeRun allows you to Professionally Manage your entire operation from Sales Leads to completed Sale HomeRun Lite Welcome Form When you run HomeRun LITE _ you first see the HomeRun Lite Welcome Form Welcome to HomeRun Lite The Car Dealer Program This computer program is protecte
57. een When you return the main information will be entered on the Sold To screen Save the record at this time All the relevant information on the Client including the Insurance information will automatically be entered on this form If the Purchaser is a Company rather than an Individual Check the Sold to Company checkbox This way the Company name will be printed on the Bill of Sale Otherwise the First and Last Name of the Purchaser will be printed Bill of Sale Retail StockNo 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson Warranty Price Info Print Update Last Name MENS JE First Name Harold Company Address 456 Wentworth Road Apt 403 City Hamilton Prov Ontario Postal Code L4L L4L C Sold to Company GST Registrant GST Registrant Registration Email Address qi Tel 905 545 5454 Type Res Tel Type Tel 905 454 8787 Type Bus Tel l 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 56 e 6BData Entry HomeRun Lite Car Dealer Software Bill of Sale Retail Stock No 10120 Make Honda Model Civ
58. eports 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 is the same for the Main Single User or Workstation installation and must be performed on all computers gt To Register HomeRun 1 When the Registration Form appears click the Enter Key Reminder This program is not Free Itis an 30 day evaluation version of copyrighted software IF vou have purchased the program please click Enter Key and enter the Name and Key sent to you EXACTLY as given IF you are Evaluating the program the OK Button will become active after a 3 second delay Press OK to enter the program IF you use it beyond the evaluation period you are expected to purchaser it From the LeBlanc amp Associates Please check the program s documentation For details Press the Buy Now Button to go to our Web Site er Cannon 8 e 2Binstallation HomeRun Lite Car Dealer Software Enter the registration name and key below exact as given to WOU Hardware fingerprint Ane eT Enter the Name and Key EXACTLY as given to you in appropriate box You should use the Copy and Paste function to enter the information Click OK The name which is part of the registration key is used to print your company name on all documents bills of sale and reports Running HomeRun the First T
59. equalto H ae PFE 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 32 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 Lite Car Dealer Software Order When you click the Order Toolbar control HomeRun displays the Order dialog se Order Main Car Information Table Persistent Indexes Do not use an index Bought From l Car Paid Colour Date Out Date Paid MTO 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 the form by selecting a different order The order can be made ascending or descending through the option buttons on the Order dialog Group Delete When you click the Group Delete toolbar control HomeRun displays the HomeRun Condition Builder fy Group Delete E conditions Modify Condition State and BirthDate New Copy Remove Mey Remove add OR Move Lp ad hame Table Employee Data x Florida Employees EE feifsite OOOO Selects employees where State o erator equal to H field contains FL p l va
60. es and reports directories to be changed Environment Enables setting of system and environment parameters for HomeRun LITE The Window menu lists the forms or windows that you have opened in the HomeRun Lite Desktop window The HomeRun Lite Help menu contains options for accessing HomeRun Lite 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 Lite Startup Form Displays the Startup Form Registration Displays the Registration Information Form Information Welcome Form Displays the HomeRun Lite 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 Lite Car Dealer Software 5BOverview e 27 Data Entry Overview This chapter begins by explaining how to use the HomeRun Lite Form Toolbar controls The Form Toolbar controls let you select records navigate among records and update records on a form Then the chapter describes how to use the HomeRun Lite data maintenance forms Form Toolbar Controls Parent Mode The HomeRun Lite Form Toolbar provides controls that let you view and manage the data in the HomeRun Lite tables HomeRun Lite toolba
61. etup displays a Dialogue box telling you that it will install HomeRun in the C HomeRunLITE 3 1 Directory or Folder 6 Follow the instructions on the screen After setup is completed the Workstation setup screen comes up Enter the path to the Data and Report folders Assuming that you mapped Drive H to the Homerun folder on the server your entries should look something like this When you are finished entering the information Click Apply and then OK Sel Directories Locate APD File SOGFAPDAPO File CAPROGRAM FILESIHOMERUNISVPMAPPLICATIONDEFINITION APO Data Directory HADATA Report Directory HiREPORTS 8 Setup ends You ll see a Windows Start menu entry for HomeRun A shortcut will also be placed on your Desktop You can now run HomeRun from the HomeRun Start menu or Desktop options HomeRun Lite Car Dealer Software 2Binstallation e 7 What Setup Installs HomeRun Directories for Single User Server For Single User or Network Installation on the Main or Server computer Setup creates a lHomeRunLITE directory on your hard disk with the following subdirectories and copies the HomeRun files to these directories Subdirectory Contents DATA Table files used by HomeRun and applications REPORTS Report files used by HomeRun and applications HomeRun Directories for Network Users Network Installation Setup creates a HomeRun directory on your hard disk with the following subdirectory The folders containing the Data and R
62. ic 4D SDN Vehicle Trade Vehicle Warranty Price Info Print Update Referred By E Driver Lic M1235 54566 54554 Licence Expire 11 16 2009 Insurance Company LIberty Mutual Policy 546545878R Ins Expiry Date 07 15 2009 Insurance Agent Sam McGee Agency AgentTel 905 656 8989 Salesperson 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 F Bill of Sale Retail StockNo 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Warranty Price Info Print Update Sales Person Wesley Spike 2 Salesperson 4568986565 Accepted By Jim Roseman UN Sales Manager Dealer Salesperson 8879875649 HomeRun Lite Car Dealer Software 6BData Entry e 57 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 gt Warranty menu item to administer these items
63. ierii a E 10 SETUP a N rr ee eae mere or ere eS 11 HOMERUN EME OS 11 HOMERUN LITE ENVIRONMENT ccsextsnawaiaierensenstaqwaltlehianetinwalaieredaniiwiltehinaterwiiasrdaniiwilteninatiwas 11 A ET eae one re ore EEN Ora ee aR eT ore aE Oa eT pe eee ee eae 12 PERE CON UM ce sa ees weed swe em eT E E A 12 CTO EEE ETA E E E E A e E E A E E ENEE EA eee eee 12 AT 12 DO RE RR AAA 13 REDOT V OE DE A Ada 13 DIRECTOR dar teca 13 HOME MIE OWN ELN A E N A AA RH Se Mute SEER das 14 Tables and Reports Directories ici 14 HomeRun Lite Car Dealer Software OBContents e i Installing HomeRun Lite ona LAN oonnnnnnnnnncnonnninnnnnnnnnnnnnonnncnnnnnnnnnrononnnnnonnnnnnnrnnnnnnnnnnnncrnnnnonacinonnnss 14 lt ERY EA Oe een E AERE E EEEE E EE AON EE E EE AT AE E ae Tenet ATEA 14 USENG HOMERUNTITE curada citrico 17 SOME THINGS YOU SHOUED ICING WA AAA ai idea 17 HOMERUN LITE TOOLBAR eee eae eas nc i ee ee 17 HOMERUN LITE FORM TOOLBAR CONTROES dut is ais 18 SHORTCUT MENOS ti A a N 18 ESCAPING EROM UN VALID DATA DE A A ias 18 SPEO EEE dt A Nc E EA 18 WHERE TO GOI ROM HER Errera a ro sd 19 OVERVIEW lt a a aa aAA S 21 HOMERUN LIIE OVERVIEW tad A i a a tesa A a AE a dates aa i 21 WHATS HOME RON LLE Marta A a A A aA T a 21 WHY OU NED TION RIN LITE di a a tat ac a a a a a a a a 22 HOMERUN LITE WELCOME FORM soior irain a a a a a tian a a n a aa 22 HOMERUN CITE MEN U ata a a a a a a a O 23 PIE MEN oee aa ar e a E a a a a aa 23 EDIC MENU dd e 23 VIEW M
64. ime The first time you run the main copy of HomeRun LITE you must initialize it by filling in the items under Company Menu Items under Admin Main Menu This section is not required for Workstation setup gt To initialize HomeRun L From the Windows Start menu start HomeRun by selecting the HomeRun menu option If HomeRun doesn t run review the proceeding What Setup Installs section When HomeRun Lite first starts the Program Registration form is shown See below on how to request Registration Keys You can access or change your registration information by clicking on Help gt Registration on the main menu All of the items you need to initially fill out before you start using HomeRun will be found in the Admin gt Company Information Menu Tab Fill out your company information in the Basic Company Information section This is where the program gets the information to print on all forms used by this program Then fill in the Numbers Used section Default numbers have been 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 HomeRun Lite Car Deale
65. in the Client Table 6 Ifexpenses have been added to this vehicle after the Bill of Sale screen is saved update the information in the Car Info Table by clicking on the Update Cost Info After Sale Complete buttom on the info tab Vehicle Choose a vehicle from the Stock F2 PickList Once chosen the relevant information from the Car Info Table will be entered in the appropriate fields Enter the Sold and Delivery Dates and current vehicle mileage Choose KM or Miles from the KM PickList as appropriate Check the Safety Cert and Emission Certificate checkboxes and enter the Safety Certificate Numbers can be entered later but must be filled in before the Bill of Sale is printed or it will have to be manually entered on the Bill of Sale HomeRun Lite Car Dealer Software F Bill of Sale Retail Stock No 10120 Make Honda Model Civic 4D SDN Vehicle Trade Vehicle Sold To Insurance Salesperson warranty Price Info Print amp Update Sale 30045 Sold Date 0 a Delivery Date i Da sien 10120 Make ons mods Serial No 2HGES16472H917758 Miles Out 215 988 Kht Miles EU MTO Brand Prior Use ls there a Safety Certificate Safety DISTANCE LUNKNON if unknown check one ofthe following Vehicle had travelled As of Actual distance travelled may be substantially higherthan odometer reading hits Warranty In Service Date i E Details of Delivery CAMVAP Manufacturer
66. in the Retail Bill of Sale There is a data section on the form that states that this information Can only be filled in by the Purchaser of the Trade Vehicle Have your Purchaser fill in an sign the information 6 Run Vehicle Appraisal form PDF This button opens the Ministry of Finance Appraisal form You can then fill in the form on screen in a legible manner and print the form This form cannot be saved You can also access this same form from the Main Menu Joe LeBlanc USED VEHICLE 45698 Mainway Street Unit 12 Mississauga Ontario LAL 3L3 BILL OF SALE Tel 905 555 4111 Fax 905 555 4222 Date 05 25 2009 COMPANY GSTNo 83722 3213 i PURCHASER Harold Mortimer ADDRESS 456 Wentworth Road Apt 403 ey Hamilton PROV Ontario POSTAL CODE LAL LAL HOMEPHORE Y BUS PHONE 905 545 5454 DRIVERS LICENCE NO MM 1235 54566 54554 EXPIRY DATE 07 15 2009 15 T REGISTRANT GET REGISTRATION WEAR MAKE MODEL TRIM LEVEL COLOUR SERIAL OR VIN BODY TYPE z7 STOCK 2002 Honda Civie 4D SDN Silver 2A6E5164 28917758 Passenger Car 101 20 DISTANCE Mn DELIVERY DATE DETAILS OF DELIVERY 215988 05 25 2009 MTO BRAND None JE DISTANCE UNKNOWN if unknown check one of the following PRIOR USE WA as of 05 25 2009 True distance travelled to be aa THIS VEHICLE WILL BE DELIVERED WITH A SAFETY STANDARD CERTIFICATE NAME OF INSURANCE COMPANY POLICY NO NAME OF AGENT TELEPHONE HO CERTIFICATE HUMBER Liberty Mutual 546545878R___ Sam Mc
67. is and allowing you to change or re enter the VIN VIN Number Check This function also checks that the year entered matches the 10 position validity check If the year is incorrectly entered HomeRun will change the year automatically to match the correct year for the VIN Vehicle Information Honda Civic 4D SDN ar 2002 status s Vehicle Information Purchasing Information Mileage Information Notes Sold To Stock No 0120 Status E Infor For Resale MTO Brand None Engine Power Prior Use NE Make Honda 2 Model civic 4D SDN Trim Level AT Year 2002 Body Type Passenger Car 7 Colour Silver Serial 2HGES16472H917758 S N Lookup 1917758 Mileage In 215 988 Asking Price 6795 o0 C UCDA Lien Search amp Kwik Check C Auto Check C CarFax C Outof Province Lien Search C Ontario History Check C Can Check 48 e 6BData Entry HomeRun Lite Car Dealer Software Status Field Menu Legend Legend Description Purpose A 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 is marked as with a P In this way you can go in to add the additional information and get the car ready for sale Once available for sale the Status field should be changed to A Returned This vehicle was added to Inventory but was returned to
68. is collection should be directed lo Relail Sales Tas Manage J3 Ring Street Wes PO Box 623 Oshowa ON L1H UMT 1 566 BEAZ ec cren ciearForm PrintForm behalf of the dealership can then access the form already filled out add their comments and the trade value HomeRun Lite Car Dealer Software 6BData Entry e 65 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 Enter the vehicles in the Cars Purchased grid Note that you do not assign the Stock number at this time 5 Click the Update Car Stock button on the top right corner of the screen 6 Print the List Purchase Bulk Vehicle Sub Total 43150 00 GST 2589 00 Grand Total 45739 00 Update Car Stock Vendor Name amp Address Numbers Agreement No 20004 Buy Date 01 31 2007 Print Listing Vendor Name Expressive Auto Wholesalers Address 4565 Wharton Road Suite 203 Brampton Province Ontario Postal Code L3L 3L3 Wehicles Stock_no Year Colour Mileage Serial
69. ld j Last Name Mortimer Company Address 456 Wentworth Road Apt 403 City Hamilton Province Ontario Postal Code L4L Lab Costs This tab holds all the pertinent costs and selling prices on this particular vehicle Vehicle Information 10120 Civic 4D SDN AT 2002 Status s Vehicle Information Purchasing Information Mileage Information Notes Sold To C Status E 4 Asking Price 6795 00 Sell Price 6245 00 Net Proft 1540 00 Purchase Cost 4705 00 Expenses Total Expenses 4705 00 View Print Expense Details Recalculate C Car Paid Cheque No Date Paid 7 Floor Plan HomeRun Lite Car Dealer Software 6BData Entry e 51 View Expense Details At any time you can view or print expense items that make up the repair or miscellaneous cost by clicking on the View Print Expense Detail You can print the total expense for this particular vehicle by clicking on the Print Expense Button E Report Designer r_carexpense frx Page 1 Vehicle Expense Details Stock No 10120 Year 2002 Make Honda Model Civic 4D SDN Colour Silver Serial No 2HGES16472H91775 Bought From Independent Auto Wholesale Purch Stock No Inv Date Company Inv No Descrip tion Net Amount Total 07022009 We Fix It Auto repair 456456 Certified and E tested 100 00 105 00 07012009 We Fix It Auto repair 789789 Detailling
70. ld vehicle as sold in the vehicle table 3 Update Sold To Information This will add the information on the purchaser of the vehicle in the Sold vehicle record The program will also update the sell price for this vehicle and recalculate the profit based on the information in the record The following 6 buttons are for the printing of the Retail Bill of Sale as well as other functions that are required for a sale 1 Print Bill of Sale Duplex With more duplex printers in the marketplace it is now possible to print both front amp back pages of a report in pass If you re printer supports duplex printing this will make it easier to print 2 Print Bill of Sale Front If you do not have duplex printer you will have to print the front amp back of the Bill of Sale individually 3 Print Bill of Sale Back After printing the front of the bill of sale turn the paper around and print the back of the Bill of Sale 4 Print receipts for Deposit Some Purchasers ask for a separate receipt for their downpayment At the request of some of our clients we have included this option in the program 5 Print Trade in Information Form The new Ontario regulations require a Purchaser to give the Dealer additional information on the trade vehicle This form will fill in the Name amp Address of the HomeRun Lite Car Dealer Software 6BData Entry e 61 Purchaser as well as the information on the Trade Vehicle as entered
71. le 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 P for Purchased It will also update who the Vehicles were purchased from You can then go into the Vehicle Info screen and update Asking price information You will also have to modify the information as it pertains to the MVDA 2002 information When the vehicle is ready for sale change the Status to A Click the Print Icon to view and print the Wholesale Purchase Agreement HomeRun Lite Car Dealer Software 6BData Entry e 67 68 e 6BData Entry Purchaser Y our Company H ame Here 123 Anystreet Unit 12 Anytown Ontario L3L 3L3 Vendor Expressive Auto Wholesalers 4565 Wharton Road Suite 203 Brampton Ontario L3L 3L3 Stock Mo 10107 10108 10109 10110 10111 10112 Year 2001 1999 1995 1999 2002 2002 Make Chevrolet Ford Chevrolet Ford Chrysler Ford Purchaser Salesman Jobn Smith Purchaser Salesman No 12563465 Purchase Date 0112007 Agreement No 20004 Vendor Salesman Willie Wonka Vendor Salesman No 278987 Vendor GST No 12356548 7ET001 Vendor PST No Model Colour Serial Mo Mileage silverado 2500 EXT CAB COPPER 2GCEE19T 711151533 167858 F150 SUPER CAB XL4AWD Blue 2FTRX18W4XC 4096011 104171 Cavalier 2 2L 4D SDN Red 3G1IC 524455201012 270596 Escot 2 OL 40 SDM SE Black IFAFPASPIEW121296 191185 Sebring 2 7 L Sedan White ICSEL46RA2N 222840 06
72. n OR operator select the Condition Statement that the OR should follow and click the Add OR button If you need to remove a Condition Statement select the statement and click the Remove button 10 Apply and Save Your Condition After you complete your set of Condition Statements the Condition Builder should look something like this 36 e 6BData Entry HomeRun Lite Car Dealer Software HomeRun Lite Condition Condition Statements Car Dealer Software 11 Locate _ Conditions Modify Condition City and Type OR Contact Type equal to Supplier City equal to Brampton New Remove Add oR sew co memos MaYe DA Name city and Type Table Master Client Table Commenta Feolcy E Operator equal to v Value Mississauga a cose Click the OK button to apply your Condition You will be prompted to save your Condition If you save the Condition it will appear in the Conditions list the next time you access the Condition Builder for the form or report When the Condition Builder closes your Condition will be used to select records for whichever Toolbar control or report option you selected to activate the Condition Builder Using Conditions from the Conditions Library When you access the Condition Builder for a form or report for which you have previously built and saved Conditions you can apply a saved Condition by simply selecting it in the Conditions list and clicking OK You c
73. ndition Builder should now look something like this Conditions Modi Condition Cy and Type active lequal to El New Copy Remove Remove Mame City and Type Table Master Client Table SO ISIS Flela Active Operator egual to Valve Ej OF Close More Dp 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 1t will replace the Condition Statements you see now 4 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 7 Select Operator Select an operator in the Operator combo box The operator defines how the field will be used with the value you enter into the Value box The operator you select will appear in the Condition Statement highlighted in the Modify Condition box The following operators are available to you erator perator O pnotequalto lessthan pgreaterthan Jess than or equalto S greater than or equal to pequalto o o exactly equal to For Condition Statement to be true Field and Value must not onl
74. ned As bugs are found or other minor changes become necessary software maintenance updates must be available All too often software developers do not provide maintenance updates as frequently as they should Our goal is to provide maintenance updates on a timely basis HomeRun Lite Car Dealer Software Errors HomeRun Lite Maintenance updates are made available for download from the HomeRun Lite Web If you are on the yearly support option you can download maintenance updates from the HomeRun Lite 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 Lite Product Upgrades The HomeRun Lite staff is constantly adding new functionality to HomeRun Lite An important part of your purchase of HomeRun Lite is the assurance that the product will evolve with changes in technology After all you don t want to be stuck with a product that s become obsolete Charges for HomeRun Lite upgrades are determined and announced at the time an upgrade is released HomeRun Lite Priority Support If you need emergency assistance or simply need to know that you can get telephone or email assistance when you need it on a priority basis you may purchase additional technical support services through our Priority Support option Priority Support can be purchased on a per incident
75. nvironment option HomeRun Lite Car Dealer Software e Ifyou are installing HomeRun Lite 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 Lite Car Dealer Software 3BSetup e 15 Using HomeRun LITE Some Things You Should Know There are some things you should know before you begin using HomeRun LITE 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 itis with HomeRun Lite You want to jump right in and start using HomeRun Lite 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 Lite better You will get to your destination faster if you take the time to review what s here HomeRun Lite Toolbar The HomeRun Lite Toolbar has buttons that let you quickly access special functions HomeRun Lite 2 5 Car Dealer Program Registered to Joe LeBlanc Fie Edit View Data Reports Admin Window Help PS 6 E HomeRun Toolbar HomeRun Lite 2 5 Car Dealer Program Registered to Joe LeBlanc Us
76. ol 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 1s used to select the records displayed in the report Only records that match the condition are displayed in the report e Report Setup While Option When you click the While check box on the Report Setup Dialogue HomeRun displays the Condition Builder After you build a condition and click OK the condition you build is used to select the records displayed in the report Records that match the condition are displayed in the report until the first non matching record is found When the first non matching record is found the report terminates If the first record is non matching no records are displayed in the report How You Use the Condition Builder You use the Condition Builder to create a Condition A Condition is a set of logical Condition Statements that will be evaluated together as one expression to select records The Condition Statements that you create for a Condition are listed in the Modify Condition box on the right side of the Condition Builder A Condition consists of one or multiple Condition Statements When a
77. olbar control HomeRun displays the HomeRun Condition Builder A Locate Conditions E Modify Condition Florida Employees Employment Type equal to RFT Full Time Employees OR Employment Type equal to TFT New Copy Remove New Remove Add As Move Wp Move Down Yv Name Table Employee Data Full Time Employees Comments Field Employment Type Selects employees whose o eratorfequaito OO Employment Type is RFT or p q TFT 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 32 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 Lite Car Dealer Software 6BData Entry e 39 Filter 40 e 6BData Entry When you click the Filter toolbar control HomeRun displays the HomeRun Condition Builder Conditions State and BirthDate YA Mew Copy Remove Mame State and BirthDate Comments Date of Birth less than 11 46 OR State equal to CA Date of Birth less than 1 1 46 E Mew Remove Add OR hove WA Move Down Table Employee Data e Field state e Operatorf
78. orm Special Keys The following table shows Function and Control key shortcuts that you can use while you re running HomeRun LITE Function and Control Key Shortcuts Key Action Activates context sensitive menu and screen help Activates field help picklist for current field 18 e 4BUsing HomeRun LITE HomeRun Lite Car Dealer Software current field and lets user edit the text Ctrl X Cut Where to Go from Here Read the next chapter Overview to get an overview of how HomeRun LITE HomeRun Lite Car Dealer Software 4BUsing HomeRun LITE e 19 Overview HomeRun Lite Overview This chapter provides an overview of how HomeRun Lite will help you run your business It also describes the HomeRun Lite interface and takes you on a brief tour of the HomeRun Lite menus Later chapters describe each feature of HomeRun Lite in more detail Read the What is HomeRun LITE section for an overview of how HomeRun Lite does its job and what it can do for you Skim the HomeRun Lite Interface section to get a feel for how the HomeRun Lite menus are organized Then use the HomeRun Lite Interface section as a quick reference to the purpose of each HomeRun Lite menu option What is HomeRun LITE HomeRun Lite is your complete sales and management tool E HomeRunXL 3 0 Car Dealer Program Registered to Joe LeBlanc File Edit View Data Reports Admin Window Help SE Y HomeRun XL Car Dealer Program Register
79. out 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 User IO Origin Error Mumber Date Time MethodsProcedure Line Mumber Code You use the information on the Errors form to resolve errors and to report them to the LeBlanc Associates HomeRun Lite Car Dealer Software 7BAdministrative Tools e 71 72 e 7BAdministrative 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 LITE you can view errors for all users who have run HomeRun Lite by clicking the All Users option button in the Filter box e All Apps If HomeRun Lite is sharing its error file with another LeBlanc amp Associates application you can view errors for all applications by clicking the All Apps option button in the Filter box e Form Controls You cannot edit or add error records but you can delete them e Memory Click the Memory button 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 ta
80. r Software 2Binstallation e 9 Performing Backup of Program and Data 10 e 2Binstallation As with all programs installed on your computers it is necessary to perform data backups on a timely basis This process can be as simple as copying the HomeRun Lite files from your hard drive to CD DVD Disk or to USB Disks Another option is to use backup software to automate the procedure There is backup software installed in Windows This will allow you to set up backups as sets and perform the backups to any media If you need help with this check the windows help files It is always best to backup or copy the entire HomeRun Lite folder In this way you will have the complete backup to restore in the case of disk failure or corruption The least you should backup is the the Data Folder Assuming that you have installed the program with the defaults you can find the program and data under C HomeRunSoftware HomeRunLITE25 Here are some of the horror stories that we get regarding backup or lack thereof Our Office was broken into last night or on the weekend and someone stole all of our computers Another tale of woe is that the Hard Drive crashed and all their data is now gone We re sorry to tell you that there is nothing we can do to help recover your data HomeRun Lite Car Dealer Software Setup HomeRun Lite Setup HomeRun Lite includes Administrative Tools that help you manage HomeRun Lite and monitor your use of it HomeRun
81. r 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 Lite Form Toolbar controls are shown below Note Holding your mouse cursor over any toolbar buttons will display a description of these buttons Group Locate Previous Delete Order Print Last Copy More FKSS EE a mM Dx GF We Find Cancel New Filter alist Next Save Close Delete The next two pages provide brief descriptions of each Form Toolbar control The Find Locate Filter Order and Group Delete controls are described in more detail in following sections Editing Data When a form is activated in HomeRun LITE 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 Lite prompts you to save your changes Toggle Controls The Parent Mode and Filter buttons are toggles As described in the table on the following pages the pictures on these controls change to show whether the status of the control is On or Off HomeRun Lite Car Dealer Software 6BData Entry e 29 30 e 6BData 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
82. r index key Ifa 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 Lite Car Dealer Software HomeRun Lite 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 1s entered in the Audit Trail if the Audit Trail tool is on New Displays blank form fields for adding a record to a table If the form is a child in a Related Forms group the primary key fields in the parent record are automatically entered into the foreign key fields of the new child record La Copy Copies the current record and displays the copy for editing Used to add a record and carry values from the current record to the new record Delete Deletes the current record from the table Relational Integrity is
83. r list of all the records in the data table that match your request Click on the label on the top of the column and type the start of the name you are searching for If you were looking for LeBlanc amp Associates you could type the letter L and you will be taken to the beginning of the names that start with L Type the next letter e and so on to find your record The Index order 1s incremental which allows you to quickly find the record you re looking for If you want to search for a record by a different field shown Click on the field name at the top of that column That field will become the active search field Type the first few letter of name you want to find HomeRun Lite Car Dealer Software 6BData Entry e 43 The Form is divided in 3 sections Main Information F Contacts Harold Mortimer Print This Record C Inactive Main Information Miscellaneous Information Correspondence Salesman Contact Type Retail Cust C Company Record Salutation Company A First Name Harold LastName Mortimer Address 456 Wentworth Road Apt 403 City Hamilton Province Ontario Postal Code LAL LAL Phone 905 545 5454 Exten Res Phone 905 454 8787 Exten Bus Phone le i G Exten a Phone af Exten is l Other Phone Family Interest Date Entered 05 25 2009 Referred By Date Updated 07 16 2009 Now Has
84. rience the flavor of how HomeRun Lite works e Work your way sequentially through the remainder of the User s Guide 4 e 1Bintroduction HomeRun Lite Car Dealer Software Installation HomeRun Lite Installation HomeRun Lite is a true multi user program You can install on a single computer or 1f 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 up to a maximum of 3 concurent users and map to the data on the server computer To install HomeRun LITE you ll need either e The HomeRun Lite CD ROM e The HomeRun Lite setup exe file downloaded from the HomeRun Lite Web site Installing HomeRun Lite on your computer is a two step process 1 First you run the program SETUP EXE The Setup program creates directories on your hard disk and copies files to those directories If installing from CD ROM you should run the following set up file 2 For the Main Server or Stand Alone computer you should run the file setup exe The set up program creates directories on your hard disk and copies files to those directories including data files 3 For Workstations computer you should run workstationsetup exe This set up will create a runtime directory on the workstation computer At the end of the set up you will be presented with a screen which will allows the workstation program to run on that computer while using the data stored on the main
85. s Edit Menu Option 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 the clipboard Copy Copies selected text to the clipboard HomeRun Lite Car Dealer Software 5BOverview e 23 View Menu 24 e 5BOverview Paste Clear Select All New Copy Edit Delete Group Delete More Save Cancel Close Inserts a copy of the clipboard contents into the current field or file Clears or deletes selected or highlighted text Selects or highlights the entire contents of a field Form Toolbar control Displays blank form fields for adding a record to a table Form Toolbar control Copies the current record and displays the copy for editing Used to add a record and carry values from the current record to the new record Form Toolbar control Puts form in edit mode for forms that have an edit mode Form Toolbar control Deletes the current record from the table Form Toolbar control Brings up the Group Delete dialog for deleting records using condition expressions created by the user Deletes all records meeting the conditions entered Form Toolbar control After entering a new record clicking the More control saves the record and adds a new blank record Form Toolbar control Saves data entered while adding Copying or editing a record and ends the add or Copy Form Toolbar control
86. s from this trade and if your dealer is unable or unwilling to make good on the loss You may have additional rights at law Contact Ontario Mot at 1 800 943 6002 or 416 326 4500 or at MMIC venicte Industry wwow omvic on ca Council SAFETY STANDARDS CERTIFICATE A safety standards certificate is only an indication that the motor vehicle meets certain basic standards of vehicle safety on the date of inspection TERMS AND CONDITIONS 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 andor 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 tithe 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 lo pay to the dealer upon delivery of the said motor vehicle in addition to the applicable amounts sel 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 b
87. 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 HomeRun Lite Car Dealer Software 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 e Toolbar Filter When you click the Form Toolbar Filter control HomeRun displays the Condition Builder After you build a condition and click OK the condition you build 1s used to apply a filter to the records displayed on the form While the filter 1s 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 contr
88. tance of the said motor vehicle as it was al the date hereon and any repairs prior to delivery bul 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 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 Lite Car Dealer Software 6BData Entry e 63 64 e 6BData Entry Joe
89. those features in HomeRun LITE This User s Guide is the place to begin with HomeRun Lite Car Dealer Software The User s Guide shows you how to install HomeRun Lite Car Dealer Software and is your main HomeRun Lite Car Dealer Software reference Why Use HomeRun Lite Car Dealer Software Here are only a few of the many reasons that you should use HomeRun The Car Dealers Program Save Money HomeRun can reduce the money you are spending on pre printed forms All information for a Vehicle Bill of Sale is filled out on screen and printed on your laser or bubble jet printer Ensure Profitability Even before you print the Bill of Sale for the customer you know exactly how much profit you will be making on the sale Track Expenses HomeRun allows you to track all expenses associated with each vehicle Track Vehicle Activities HomeRun allows you to enter and track all your activities Wholesale and Retail Purchases and Sales Validate Serial Numbers HomeRun automatically checks the serial number you entered each time you save a record and informs you if it is not a valid serial number There 1s 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 Reports Many reports are included with the
90. thy conten ies bloat send forsnouesren 12500 VEHICLE Ho maintained al any guaranteed level of quality The Wehicke REO PRO may not be fi for wie as a means of transportation and may 10 00 re dail pls y pe EEE PURCHASERS INIFIALS o o ee det 230 00 If thas space is nod initialled by me this clause does not SALES FINAL Please rai zoonoses SALES FINAL Please review rer eT the entire contract including all attached statements before signing This contract is final and pinang once you have signed it unless the motor vehicle dealer DEALER REGISTRATION Ko NAME OF OFFICIAL PLEASE PRINT has failed to mide with certain legal obligations IF APPLI HAVE RECEIVED THE FINANCE DOUMENISS E RECE Purchaser s Iraiial Purchasers Signabare THLE E 1 HAVE RECEIVED THE W Sales Manager kouenn cui merce OS o 5 YOU ACKNOWLEDGE HAVING READ ALL THE TERMS OF SGN ATURE Cosi 4 Signature 2004 LeBlanc amp Associates Retail Bill of Sale Front Page 62 e 6BData Entry HomeRun Lite 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 los
91. tion and price for 3 miscellaneous items can be entered The short description entered will be printed on the Bill of Sale The program automatically performs calculations After filling in the items on the 1 column click the Save button to update the calculations Continue filling in the information on the right side of the screen After filling in the Deposit and Paid By fields click the Save button again to update the calculations If the vehicle is to be financed fill in the Financing information If you fill in the number of payment Payment Start Date and the Finance Rate and click the Calculate Loan Payment button it will fill in the Amount of Payment and the Cost of Borrowing using the Net Amount Financed total Bill of Sale Retail aA Stock No 10120 Make Honda Model Civic 4D SDN Vehicle ni Trade Vehicle Sold To tone isc Charge Misc Charge Misc Charge OMVIC Fee 5 00 GST Registrants Sub Total 0 00 Trade 1500 00 Met Difference 6245 00 ST 499 600 Exempt ST a12 25 0 Exernpt GST Registrants Only 0 00 GST Regist Pay on Trade 0 00 ES Warranty Price w i Print amp Update Licence Fee 20 00 O GST Registrant Transfer Fee 20 00 Gasoline 25 00 Payout Lien on Trade Balance Due 7121 85 Amount of Payment Paid By Cheque Balance Mo of Payment Balance Financed 6385 00 Insurance Disability 125 00 Fin Ins Type payment Start
92. try HomeRun Lite Car Dealer Software 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 in the first field Enter the GST and Total amounts in the appropriate fields You should note that for costing purposes your invoice amount should include all labour materials less GST When you save each Vehicle Expense record the particular vehicle s Expense totals is automatically recalculated and updated HomeRun Lite Car Dealer Software 6BData Entry e 53 Bill of Sale Retail 54 e 6BData Entry Bill of Sale The Bill of Sale screen is comprised of 9 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 and the 9 page displays the update buttons and the Bill of Sale printing 2 Print the Bill of Sale for the Client to Sign 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
93. u must enter the Dealer s information here It is taken from here when entering vehicles in the Bulk Purchase Wholesale Buy and Sell forms You can also enter any miscellaneous information you wish to make about this record in the notes or memo field gt Dealer Information When you either Buy or Sell a Vehicle to another Dealer you re required to keep track of certain information This information should be entered on this tab In this way when you fill out the Buy or Sell information the information will automatically be entered on those forms and you will have a permanent record of the complete transaction gt Licence and Insurance In the case of a Retail Client you require certain information when filling out a Bill of Sale When you have previously sold a particular Client a Vehicle you would already have some of this information In this case the information would automatically be filled in when you make out the Bill of Sale form You can then update the information as 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 HomeRun Lite Car Dealer Software 6BData Entry e 45 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 Conta
94. uefF 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 32 to learn how to use the Condition Builder with the Group Delete control HomeRun Lite Car Dealer Software 6BData Entry e 41 When you complete building a Condition clicking the OK button executes the group delete While HomeRun performs the group delete 1t enforces referential integrity and maintains the audit trail Consequently the group delete process can seem slow 1f 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 42 e 6BData Entry HomeRun Lite Car Dealer Software Client amp Contacts This 1s where you enter and manage all your Clients and Contacts When you click on the Menu Item you will be offered a List Form This allows you a quick way to find a particular or group of records First Name Company Contact Type Salesm Peck Auto Detailing Company Detailing Mortimer Customer Samue Joe LeBlanc Associates HomeRun Develop Cole Nat Express Auto Sales Wholesaler Trentway Auto Sales Dealer UsedCars Samue Tarso dato sales O peater UO tai auto votesaters ne fimoesaer gt As you add more records you will be presented with a large
95. y be equal in value but must also be equal in length HomeRun Lite Car Dealer Software 6BData Entry e 35 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 1f character string 1s contained anywhere within the Field 7 Enter a Value Enter the value in the Value box that will be compared to the Field you selected Do not enter delimiters such as quotes or braces The Condition Builder will add quotes and braces as needed Enter dates in the Date format specified on the Environment Dialogue accessed from HomeRun s Admin menu By default a date should be entered in the mm dd yy format The entry you make will appear in the Condition Statement highlighted in the Modify Condition box 8 Build Additional Condition Statements If the Condition you are building requires additional Condition Statements repeat steps 3 through 6 above If the next Condition Statement you create needs to be separated by the OR operator from the Condition Statement you just completed click the Add OR button before clicking the New button to start the next Condition Statement 9 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 a
96. y provided by certain features The purpose of the following sections is to describe changes you can make to HomeRun forms and environment that will increase form speed Memory Visual FoxPro applications respond significantly to increases in a computer s RAM An increase from 512 MB of RAM to 1 GB will work wonders GB of RAM is recommended Increasing Save Record Speed 74 e 8BTips amp Techniques When a user saves a record that has been edited on a form HomeRun performs a check to make sure that the record s primary key 1s 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 HomeRun Lite Car Dealer Software
97. y the purchase then the entire purchase price shall fortheith 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 dealer or his assigns shall have the right to repossess and resell the motor vehicle by private sale or by public aution without notice to the purchaser and to that end shall have ther right to make 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 4 CANCELLATION OF AGREEMENT lt is mutually understood and agreed that in the event of this agreement being cancelled by mutual concent the dealer shall forthwith retum 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 ihe 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

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