1. The SETUP Menu - Adding your default settings and information.

As you view the main deal screen after starting DEALERCLICK, note that the top of the screen is a menu bar. Clicking on any of the words in this bar will drop down a list of functions that may be performed. Click on the word ‘Setup’. You will see the following drop down list:

Click on each item in the drop down list. Enter the information your company uses in each section. You will need to complete entries in the following sections:

Lists - List all items you are likely to sell with a vehicle.

Advertising sources - List the places you advertise here.

After Market - List the items you sell with a car here.

Counties - You MUST enter the tax structures for the counties in which you sell cars here.

Lenders - List the lenders your company works with here.

Users - Enter the information on the users who will be using the program here.

Vehicle Sources - List the vendors you purchase vehicles from or have work done here.

Warranty Companies - List the companies that provide your warranties here.

Defaults - This item provides another menu consisting of the following items:

Fees - The fees you commonly add to a vehicle’s cost.

Financing Info - Your Company’s interest rates and terms.

Taxes - Your Company’s tax information.

Credit Insurance Rates - Enter the values supplied by your insurer for each category.

Forms - Select your general preferences for using the program.

Preferences - Select your general preferences for using the program.

Security - Set the security levels for your users here.

Data Path – Specify network data path information here.

QuickBook Setup – Setup information for the QuickBooks Interface goes here.

Credit Reporting – Enter your Account code information here.

View Options – See which options are available and which have been activated for you.

Extend Timer – Used for renting the program, enter your access code here.

Set Options – Options may be purchased and then activated over the phone using this option.

Once you have completed entering your information, close the DEALERCLICK program and restart it to insure all your settings take effect. For additional information on the Settings Menu, refer to your owners manual.

2. The INVENTORY Section - Adding a vehicle to your inventory.

This is a brief introduction in order to move to the main issue, which is forms alignment.

Access the inventory section of the program by clicking on ‘Vehicle’, then clicking on ‘Inventory’. You many also click on the   icon.

You will need to enter as much information as possible for a vehicle. Enter information on each of the inventory screens. Click on the tabs to move between screens. Be sure to enter all of the information that may be printed on any of the forms you use. Save the vehicle by clicking on the   icon, then return to the main deal window by clicking on the dollar sign  icon.

Do not worry whether the information for the vehicle is correct. After aligning your forms, you should delete the vehicle from your inventory.

3.  The DEAL Screen - Entering Deal information for a sale.

This is a brief introduction in order to move to the main issue, which is forms alignment.

You will create a deal with all of the information that may be printed on your forms. Do not worry whether the information is correct. After aligning your forms, you may delete the deal.

Since you have already completed your setup information entry, the Deal Window will already have your default values showing. Begin by selecting the vehicle you entered into Inventory. Click on the ‘inventory’ button, then double click on the vehicle in the displayed list. You will be returned to the Deal Window with the vehicle’s pricing information displayed.  Save the deal by clicking on the ‘save’  icon.

Next enter a fictitious customer’s information. Click on the customer  icon. Complete all information for the customer, including a co-buyer. Click on the various tabs to access the different screens. Return to the Deal Window by clicking on the dollar sign  icon. Save the deal again by clicking on the save  icon.

Now make sure you have information entered in all of the additional deal areas. Click on each of the buttons on the screen and make sure there is information listed in the dialogs. Make up information and enter it if it will print on your forms, even if you normally do not use a particular item. Remember the goal is to make forms alignment easier by having all of the available information print on a form. Save the deal by clicking on the save  icon.

Finally, enter the information for a trade vehicle. Click on the trade  icon. Enter all the information for a vehicle. Return to the Deal Window by clicking on the dollar sign  icon, then save the deal.

You should now be ready to begin printing and aligning your forms.

4. The FORMS Menu - Printing and aligning your forms.

This section describes the process of aligning your forms to print correctly. The forms supplied with your program print correctly, but do to differences in printers and different batches of printers, the forms may not be exactly aligned to print on your printer correctly. DealerClick, Inc. provides tools to correctly align your forms.

A dot matrix printer is required to print multi-part forms. DealerClick, Inc. recommends the Okidata Microline 320 Turbo printer, and this section is written with that printer in mind. If you are using a different dot matrix printer, use the same methods to make adjustments to your printer.

DealerClick, Inc. recommends your dot matrix printer be the default printer on your system. If you use another printer, DealerClick, Inc. recommends you install a second port for that printer rather than use a switch box. This is because some printer drivers take control of the printer port, resulting in poor printing when printers are switched.

The dot matrix printer you use should also be able to handle printing the length of your forms. Many contracts are longer than legal sized paper, and require special settings to print. In order to verify that your printer will print the correct length, complete the following steps:

1. Click on Start, then Settings, then Printers.

2. Right click (click with the right mouse button) on your dot matrix printer’s icon, then click on Properties.

3. Click on the Paper tab. Scroll the paper sizes all the way to the right. You should see either ‘Custom’ or ‘User Defined’. Click once on whichever you see.

4. You should be seeing a dialog that allows you to set the width and length of the paper you are using. Set the width at 850 and the length at 2400. Be sure the units are set to 0.01 inches. Then click OK at the bottom. If you use forms longer than two feet (2400 = 24 inches), measure the length in inches, multiply the inches by 100, and enter that number for the length (e.g. 27 2 inches = 2750).

If your printer does not accept a correct form length, you will need to either change the driver for the printer or get another printer. Windows XP and 2000 users should contact their printer manufacturer for details on how to install the correct drivers and define custom forms for use with DealerClick. Contact technical support to determine which options are available.

The following are the steps needed to align your forms:

1. Create a Deal with all of the information you are likely to have on your forms.

2. Print all of the forms your company uses.

3. Adjust the forms using the provided Setform and Shifter utilities.

Once adjusted, you should have no further problems printing your forms

You should have completed Step 1 already. If not, complete the sections above on Entering Inventory Information and Entering deal Information. Now that you have a Deal entered and saved, proceed to Step 2.

2. Print all of the Forms Your Company Uses

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Click on Forms, and then click on Standard. You will be presented with a list of forms to choose from. Select each form that your company uses, insert the form into your dot matrix printer, and then select Print. Be sure that your dot matrix printer is selected, and then click OK.

Do not worry about the alignment of the printing on the forms at this point. Just be sure you load each form into your printer the same way, and that all of the information is printing on the entire length of the form (adjust the paper size if necessary). Most of the forms you print will have additional dialog boxes appear asking for more information. Enter some information in each of the spaces, even if you do not use the information. This will help you adjust the forms.

Now that you have copies of all of your forms with a Deal printed on them, even if the information is not printing in the correct places, proceed to Step 3.

3. Adjust the Forms Using the Provided Setform and Shifter Utilities.

Begin by taking one printed form. Examine the way the information is printed on the form. You need to decide whether all of the information must be moved on the form, or whether only certain pieces of information must be moved. To move all of the information on a form, use the Shifter utility. To move only certain pieces of information, use the Setform utility.

Once you have made the necessary adjustments to a form, repeat the process with all of your other forms one at a time.

The following sections show you how to use each of the utilities.

The Shifter Utility

The Shifter utility is used to move the entire printed information either up or down, or right or left.

Be sure to exit the Forms section in DealerClick by clicking on the ‘DONE’ button to the right of the Forms list. Now click on Start, then Programs, then DealerClick, and then click on Shifter. This starts the Shifter utility.

Select the form you wish to shift by using the scroll bar on the right to scroll until you see the name of the form, then double click on the form to select it. The name of the form will appear in the top display window.

Click on either the Up or Down selector to tell Shifter whether to shift the form up or down.

Enter the number of lines to move by double clicking on the 0 in the Lines box, then entering the number of lines. Each line will move the printing on a form 1/2 line. To move a field one line, enter ‘2’. To move it 2 lines, enter ‘4’, etc.

Click on either the Left or Right selector to tell Shifter whether to move the printing left or right.

Enter the number of columns to move by double clicking on the 0 in the Column box, then entering the number of columns. Each column represents one space on the form.

Click on the Apply Changes button. The form name at the top will change to say ‘The Form Has Been Changed’. Close Shifter by clicking on the ‘Exit’ button.

Reprint the form. In order to save forms, you may print the form’s contents on plain white paper (tape more than one piece together to get the proper length), then lay the paper over the form to see the spacing.

Repeat the process until the majority of the information is printing in the correct place. Now use the Setform utility to complete the alignment.

The Setform Utility

The Setform utility is used to adjust the individual pieces of information so they print in the correct place.

Be sure to exit the Forms section in DealerClick by clicking on the ‘DONE’ button to the right of the Forms list. Now click on Start, then Programs, then DealerClick, and then click on Setform. This starts the Setform utility.

You will see an Open File dialog box. If it does not say ‘Look In: C:\Program Files\Dlrclick,' click on the down arrow to the right of the Look In dialog, Select your C drive, then, in the file window, double-click on Program Files, then double-click on Dlrclick. This will display a list of the files in the Dlrclick folder. Look for a file which has a name in the format Xxforms.mdb, where XX represents your state name (e.g. California = Caforms.mdb, Texas = Txforms.mdb). Double-click on the appropriate file to open it.

The top line of the window shows which form you are working with. Click on the word ‘FILE‘, then ‘OPEN’ to select which form to work with. Use the scroll bar to show the name of the form. Then double-click it to select it. Do NOT click on any of the icons to work with the program.

If you get a message saying ‘The form has changed, do you want to save?‘, ALWAYS CLICK ON ‘NO’. You may have to repeat this multiple times until the form you selected appears.

Once you have selected the form, you will see a window with three columns showing the line and column coordinates where the information for each field will print.

Look at the printed form you are working with. Select a particular field that needs to be moved. Locate the name of the field in the list in Setform, using the scroll bar to scroll the list. Once you have located the field, make your changes based on the following:

To move a field up on the form, make the line (row) number smaller (decrease it). *

To move a field down on the form, make the line number larger (increase it). *

* Remember, line numbers will move a field in 1/2-line increments.

To move a field to the right, make the column number larger.

To move a field to the left, make the column number smaller.

That’s all there is to it. Repeat the process for each field that needs to be moved. After making the changes, save them by clicking on ‘FILE’, then ‘SAVE’. Again, do NOT use the icons.

Now print the form again. Repeat the process of making changes until the form is lined up correctly.

Repeat the process for each form that has one or more fields printing in the wrong place.

Now you have the tools to adjust your forms.

Forms Alignment Summary

Make sure you have a Deal with all of the information you will be using on screen. Print the form first. Examine the result. Use Shifter to move the entire printing up/down/left/ or right. Once most of the form is printing correctly, use Setform to adjust the individual fields so they print in the correct place.