E&k2G&a5L&l3E&l1S&l0O(8U(s12h12v0s0b6T&l6D Waste paper. July 30, 2001 page 1 (s7BRELEASE(s0B (s7BFORM(s0B (s7BDEALER(s0B (s7BCOPY(s0B AGREEMENT Jarvis Computer Software has incorporated data supplied by the Buyer and Buyer's insurance supplier into SYSTEM F&I. Buyer, its predecessor, successors, and agents hereby release, acquit, and forever discharge Jarvis Computer Software and its agents, successors, and assigns of and from any and all claims, damages, including punitive damages and consequential damages, and every other claim or right of action of every sort and description which Buyer now has or may hereafter have arising out of the use of SYSTEM F&I by the Buyer. Buyer assumes all responsibility for proofing and verifying the correctness of all forms and reports generated by SYSTEM F&I in accordance with dealership practices, manufacturer's and insurance supplier's requirements and federal, state, and local laws. Buyer agrees to indemnify and hold harmless Jarvis Computer Software and its agents, successors, and assigns from any and all claims brought by Buyer's insurance supplier and all other third parties which arise out of Buyer's own negligence in using SYSTEM F&I. In the event that errors or omissions are discovered in the SYSTEM F&I program, Buyer's sole remedy shall be that Jarvis Computer Software shall correct any such errors and omissions within a commercially reasonable amount of time. Date:__________________________ _____________________________ Buyer ______________________________ Title ______________________________ Dealership name (s7B2(s0B (s7BRELEASE(s0B (s7BFORM(s0B (s7BRETURN(s0B (s7BCOPY(s0B This agreement must be returned to receive updates and support. AGREEMENT Jarvis Computer Software has incorporated data supplied by the Buyer and Buyer's insurance supplier into SYSTEM F&I. Buyer, its predecessor, successors, and agents hereby release, acquit, and forever discharge Jarvis Computer Software and its agents, successors, and assigns of and from any and all claims, damages, including punitive damages and consequential damages, and every other claim or right of action of every sort and description which Buyer now has or may hereafter have arising out of the use of SYSTEM F&I by the Buyer. Buyer assumes all responsibility for proofing and verifying the correctness of all forms and reports generated by SYSTEM F&I in accordance with dealership practices, manufacturer's and insurance supplier's requirements and federal, state, and local laws. Buyer agrees to indemnify and hold harmless Jarvis Computer Software and its agents, successors, and assigns from any and all claims brought by Buyer's insurance supplier and all other third parties which arise out of Buyer's own negligence in using SYSTEM F&I. In the event that errors or omissions are discovered in the SYSTEM F&I program, Buyer's sole remedy shall be that Jarvis Computer Software shall correct any such errors and omissions within a commercially reasonable amount of time. Date:__________________________ _____________________________ Buyer ______________________________ Title ______________________________ Dealership name (s7B3(s0B (s7BFORM(s0B (s7BORDER(s0B (s7BINSTRUCTIONS(s0B To update forms currently used or to order new forms, please use the form order sheet on the following page. Photocopy this sheet as needed. The form number must be filled in, including revision date, if applicable. Under form name, write the description of the form, as you want it to appear on your forms menu. See the chapter on Master Menu #11 FORMS for a sample menu. An example of the proper method of filling out the form order sheet is provided below. Mark the Bill Sep. column if you will be reimbursed for the form work by a third party. We will itemize those forms on a separate invoice when we bill you. Use the key at the bottom of the Form Order Sheet to fill in the Menu line. Most of your forms will probably apply to retail sales. Lease forms go on different menus and are programmed differently, so it important to note which menu(s) you want the forms to go on. Each form appearing on more than one menu will require a separate line entry. (s7BSAMPLE(s0B (s7BFORM(s0B (s7BORDER(s0B (s7BSHEET(s0B Dealership Name&d01x44U Jarvis Cars, Inc. &d@ Address&d01x44U 850 E. Front St. Winona, MN 55987 &d@ Bill Form # Form Name Sep Menu(s) &d01x44UPS2000-15 &d@ &d01x44UMN Title Application &d@ &d01x44 X &d@ &d01x44R &d@ &d01x44UPS2000-15 &d@ &d01x44UMN Title Application &d@ &d01x44 X &d@ &d01x44F &d@ &d01x44UGM-131-NC (3-79) &d@ &d01x44UVehicle Invoice &d@ &d01x44 &d@ &d01x44R &d@ &d01x44U671 DLP-A 10-92 &d@ &d01x44UGMAC Lease Agreement &d@ &d01x44 &d@ &d01x44L &d@ &d01x44UZ109 FR-MN. 4-91 &d@ &d01x44UGM Smart Buy Contract &d@ &d01x44 &d@ &d01x44B &d@ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ (s7B4(s0B In addition to the Form Order Sheet, you should send along six blank copies of each form as well as one copy filled out completely with a valid example. The more information you provide us, the better we can fill out the form. If you want to include more than one example, photocopies of previously completed contracts will be fine. If you are a current customer and your order includes any updates of current forms, you should run Menu #33-BACKUP FORMS to put your current form files on a diskette and send it along with the forms. Please mark on the form what you want changed, if it is more than a simple rearrangement. July 30, 2001 page 5 (s7BFORM(s0B (s7BORDER(s0B (s7BSHEET(s0B Dealership Name__________________________________ Address__________________________________________ Form # Form Name Bill Menu(s) Sep. ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ ____________________ ______________________________ ____ _______ R=Retail, B=GM Smart Buy, L=GM Smart Lease, K=Chrysler Gold Key Lease, P=Chrysler Gold Key Plus, F=Ford Red Carpet, 5=Fifth Third. (s7BPHOTOCOPY(s0B (s7BAS(s0B (s7BNEEDED!!!(s0B (s7BJarvis(s0B (s7BComputer(s0B (s7BSoftware,(s0B (s7B850(s0B (s7BEast(s0B (s7BFront(s0B (s7BStreet,(s0B (s7BWinona,(s0B (s7BMN(s0B (s7B55987(s0B (s7Bor(s0B (s7BP.O.(s0B (s7BBox(s0B (s7B1264,(s0B (s7BWinona,(s0B (s7BMN(s0B (s7B55987(s0B (s7B6(s0B (s7BIntroduction(s0B JARVIS' (s7BSYSTEM(s0B (s7BF(s0B (s7B&(s0B (s7BI(s0B SOFTWARE AND MANUAL ARE PROTECTED BY COPYRIGHT (C) 1985, 1986, 1987, 1988, 1993, JARVIS COMPUTER SOFTWARE. ALL RIGHTS RESERVED. NO DUPLICATION WITHOUT EXPRESS WRITTEN PERMISSION. (s7BSYSTEM(s0B (s7BF(s0B (s7B&(s0B (s7BI(s0B is a menu driven finance and insurance program, offering versatility, power, and features not found on more expensive systems. Certain of these features have been written into the software to insure tools are available to increase profits. The software is designed to facilitate deals, calculations, presentations, and forms with control conducted via menu screens. This manual is a guide for use of this system and includes descriptions of the procedures necessary to interact with the software. Sections cover contingencies, a reference guide, helpful tips for daily routines, and a general reference. If, at any time, a problem is encountered which is not covered in this manual or not understood, you may call JARVIS COMPUTER SOFTWARE collect for assistance. (s7B7(s0B (s7B1.(s0B (s7BHARDWARE(s0B (s7BOVERVIEW(s0B The computer can be described best by listing the major components which you will be using: memory, keyboard, screen, printer, and disk drive(s). (s7BA. MEMORY (s0Bcontrols and directs data operations, via the processor or microprocessor. (s7BB. KEYBOARD (s0Bis the means by which you communicate with the computer--an input device. (s7BC. SCREEN (s0Bis the means by which the computer communicates with the operator, how it "talks" with you--an output device. (s7BD. PRINTER (s0Bis another output device, providing more permanent records than the screen. (s7BE. DISK DRIVE(S) (s0Bis a device that stores programs on floppy or hard disk media. The descriptions below refer to two computers, NEC* and IBM* using MS DOS* and/or UNIX* operating systems. However, the information below will also apply to some other systems, such as, TI*, COMPAQ*, etc., which are operationally similar to the hardware mentioned above. In effect, this software will function with any top-of-the-line MS DOS machine configuration. (s7BKEY(s0B (s7BDESIGNATIONS(s0B (s7BAND(s0B (s7BUSAGE(s0B The keys used are listed in alphabetical order below. (s7BALT(s0B (s7BKEY (s0BAre not used. (s7BBACKSPACE(s0B (s7BKEY (s0BMoves the CURSOR (a blinking screen position indicator) left and will remove ______________________________ (s7B* (s0BRegistered Trademarks. (s7B8(s0B any characters left as it moves. (s7BCONTROL(s0B (s7BKEY (s0BThe "CTRL" key, on the left side of the keyboard, is used in conjunction with other keys to produce specific results, shown below. There is a list of control functions in the appendix. ^ = CTRL. (s7BCURSOR (s0BIs a blinking indicator of the present screen position. (s7BCURSOR(s0B (s7BMOVEMENT(s0B (s7BKEYS (s0BAre located on the lower right of the keyboard and are either separate or included with the NUMERIC keys. The CURSOR MOVEMENT keys are used to move the blinking cursor around the screen. If the CURSOR MOVEMENT keys are part of the numeric key pad, employ the "NUM-LOCK" key at the top of the pad (IBM). Also, on IBM FUNCTION keys 7, 8, 9, and 10 are programmed to act as cursor control keys, because the cursor keys are incorporated in the number pad at the right of the keyboard and it is much more convenient to operate with these in a separate location. Set the the NUM-LOCK key to NUMERIC and use the listed FUNCTION keys to move the cursor. The CURSOR MOVEMENT keys may be used to correct certain entry errors. In cases where the previous digit(s) is in error, you may use the CURSOR to backtrack and re-enter data, similar to the BACKSPACE key. However, the F1 key can be used to CLEAR the current field to speed corrections most of the time. (s7BDELETE(s0B (s7BKEY (s0BThe "DEL" key removes characters from the screen as it passes over them, moving left to right. (s7BENTER(s0B (s7BKEY (s0BFound on the right side of the keyboard near the numeric pad, this key is used to move from data field to data field. On compatible keyboards this is designated by a left pointing arrow just left of the number pad. There are two enter keys on some keyboards, designated RETURN and ENTER. This key does NOT save data. July 30, 2001 page 9 (s7BESCAPE(s0B (s7BKEY (s0BThe "ESC" key is at the top left or right of the keyboard. This key is used in conjunction with the menus, like a FUNCTION key. Its main use is to SAVE data and MUST be used to save data entered. (s7BFUNCTION(s0B (s7BKEYS (s0BAre at the top or left side of the keyboard and provide specific routines. (s7BF1(s0B (s7BKEY (s0BThe F1 key is used to CLEAR an entry field, so that data may be re-entered for corrections. The use of this key is the same on all screens. (s7BF5(s0B (s7BKEY (s0Bthe F5 key is used to EXIT a current working menu to the main menu. F5 is also used to exit from the main menu to the operating system. NOTE: The computer must NOT be turned off without first depressing F5. This may require striking the F5 key twice: once to move from a submenu to the Master menu and once more to exit to the operating system. A system prompt indicates an exit to the operating system. (s7BINSERT(s0B (s7BKEY (s0BInserts a space in the input line, so a missed character may be entered in the field without rewriting the entire line. (s7BNUMERIC(s0B (s7BKEYS (s0BTo enter numbers, use the NUMERIC keys at the right or top of the keyboard. (s7BRETURN(s0B (s7BKEY (s0BThe RETURN and ENTER key, on the right side of the keyboard, perform IDENTICAL functions, indicating field data entry completion (a particular entry on a screen, like a part number) and moving the CURSOR to the next data field. Refer to the MANUFACTURER'S USERS GUIDE provided with the computer for use with other applications. July 30, 2001 page 10 (s7B2.(s0B (s7BPURPOSE(s0B (s7BAND(s0B (s7BUSE(s0B (s7B2.1.(s0B (s7BMASTER(s0B (s7BMENU(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-1:(s0B (s7BMASTER(s0B (s7BMENU(s0B (s17H SYSTEM F&I MASTER MENU DATA ENTRY REPORTS 1. NEW CAR INVENTORY 11. FORMS MENU. 2. USED CAR INVENTORY. 12. PROFIT RECAPITULATION & RECORD SALES. 3. BANK. 13. SOLD. 4. SALES REPRESENTATIVE. 14. ANALYSIS & CSI. 5. DEAL. 15. NEW, USED, & TRADE LOCATOR. 6. CONTRACT. 16. AFTER SALE FOLLOW-UP FORMS. 7. CASH CONVERSION. 17. COUPON BOOK. 8. QUICK CALCULATIONS. 18. PENDING DEALS. 9. LEASING. 19. CREDIT APPLICATIONS. 10. MANUFACTURER'S OPTIONS CODES. 20. CUSTOM INVENTORY REPORTS. FILE REBUILD OTHER 21. NEW INVENTORY. 31. DAILY BACKUP. 22. USED INVENTORY. 32. PROGRAM UPDATES. 23. DEALS & CONTRACTS. 33. BACKUP FORMS. 24. OPTIONS. 34. RESTORE FORMS. 25. BANKS. 35. EXPORT DATA FILES. 26. SALES REPRESENTATIVES. 36. REPRINT BROWSER. 27. SOLD. 28. REBATES. 37. SHELL. 29. LEASE. 30. INDEX. 38. OTHER. 39. SOLD EDIT. PLEASE MAKE A SELECTION [__] F1= CLEAR CURRENT FIELD, F3=LOOKUP, F5=EXIT, F6=EDIT MENU, F7=HELP. (s12H _____________________________________________________________ (s7BPURPOSE(s0B The Master Menu facilitates movement between all of the programs in System F & I without the need to memorize program names and commands. (s7B11(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-2:(s0B (s7BMASTER(s0B (s7BMENU(s0B (s7BPAGE(s0B (s7B2(s0B (s17H SYSTEM F&I SUPPORT FILE MODIFICATION FILES TO EDIT. 1. RECAPITULATION FORM. 13. IMCF FILE. 2. CASH CONVERSION FORM. 14. GM SMART BUY FORMS MENU. 3. FORMS MENU. 15. GOLD KEY PLUS FORMS MENU. 4. CHRYSLER LEASE FORMS MENU. 16. REBATE MENU. 5. WARRANTY COMPARISONS. 17. SERVICE CONTRACT MENU. 6. STATE TAX AND FEE TABLES 7. LIFE INSURANCE COMPANY INFORMATION. 8. LEASE AND OTHER FACTORS. 9. FORD LEASE FORMS MENU. 10. HEALTH & LIFE COMPARISONS. 11. FOLLOW UP FORMS MENU. 12. GM SMART LEASE FORMS MENU. NOTE!!!! INSURANCE RATES CANNOT BE CHANGED WITHOUT FIRST CONTACTING JARVIS COMPUTER SOFTWARE AT (507) 454-2575. PLEASE ENTER CHOICE: [__] F1=CLEAR CURRENT FIELD, F5=EXIT. (s12H _____________________________________________________________ (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF3 (s0Ballows look up of phone numbers from previous deals that have not yet been completed. Choose N to look up by last name or V to look up by vehicle identification number. Enter as many letters of the last name of the customer as you wish. The more letters entered the more it narrows the search. (s7BF6 (s0Bswitches to the support file editing menu. (s7BF7 (s0Bdisplays help screen. July 30, 2001 page 12 _____________________________________________________________ (s7BScreen(s0B (s7B2-3:(s0B (s7BMASTER(s0B (s7BMENU(s0B (s7BLOOK(s0B (s7BUP(s0B (s7BPHONE(s0B (s7BNUMBER(s0B (s17H SYSTEM F&I MASTER MENU. . . . 10. MANUFACTURER'S OPTION CODES. LAST NAME: _____________________ FILE REBUILD OTHER 21. NEW INVENTORY. 31. DAILY BACKUP. 22. USED INVENTORY. 32. PROGRAM UPDATES. 23. DEALS & CONTRACTS. 33. BACKUP FORMS. 24. OPTIONS. 34. RESTORE FORMS. 25. BANKS. 35. EXPORT DATA FILES. 26. SALES REPRESENTATIVES. 36. REPRINT BROWSER. 27. SOLD. 28. REBATES. 37. SHELL. 29. LEASE. 30. INDEX. 38. OTHER. 39. SOLD EDIT. PLEASE MAKE A SELECTION [00] F1= CLEAR CURRENT FIELD, F3=LOOKUP, F5=EXIT, F6=EDIT MENU, F7=HELP. (s12H _____________________________________________________________ (s7B2.2.(s0B (s7BNEW(s0B (s7BCAR(s0B (s7BDATA(s0B (s7BENTRY(s0B (s7BPURPOSE(s0B This screen records all of the data on the new car inventory for printing on forms. (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF5 (s0Breturns the system to the master menu. (s7BF7 (s0Bdisplay help screen. (s7BESC (s0Bsaves the data to disk and clears all enterable fields on the screen. July 30, 2001 page 13 _____________________________________________________________ (s7BScreen(s0B (s7B2-4:(s0B (s7BNEW(s0B (s7BCAR(s0B (s17H NEW VEHICLE DATA ENTRY BY JARVIS COMPUTER SOFTWARE, (C) 1987,1992,2000. ALL RIGHTS RESERVED. STOCK #: _______ PURCHASE DATE: __-__-__ SOLD (Y/N): _ SOLD DATE: __-__-____ MAKE: ________________ MODEL: ____________________ BODY: ________ YEAR: __ COLOR: ________________ TYPE (A,T,M,B,O): _ CYLINDERS: __ EQUIPMENT: ____________________ VIN: ____________________ IGNITION KEY: ________ TRUNK KEY: ________ STICKER PRICE: _________ DEALER INVOICE: _________ HOLDBACK: _________ PLATE: __________ EXPIRES: __-__ REBATE INFORMATION DESCRIPTION: _____________________ ___________________________________ ___________________________________ ___________________________________ EFFECTIVE DATE: __-__-__ EXPIRATION DATE: __-__-__ F1=CLEAR CURRENT FIELD, F5=EXIT, ESC=SAVE DATA. F2=NEXT, F4=PREVIOUS. F3=ADDITIONAL FUNCTIONS. F7=HELP. (s12H _____________________________________________________________ (s7BSpecial(s0B (s7Bfunctions(s0B (s7Bto(s0B (s7Bthis(s0B (s7Bprogram:(s0B (s7BF2 (s0Bretrieves the next available new car data and displays the information on the screen. The data is retrieved in stock number order. When there are no more available stock numbers, a beep will be heard. (s7BF4 (s0Bretrieves the previous new car data and displays the information on the screen. The data is retrieved in reverse stock number order. When there are no more available stock numbers, then a beep will be heard. (s7BF3 (s0Bpresents a menu: (s7BVehicles(s0B (s7BOptions(s0B (s7BPrint(s0B (s7BDelete(s0B (s7BNumber(s0B (s7BLock(s0B (s7BUnlock(s0B (s7BFkeys(s0B (s7BQuit(s0B July 30, 2001 page 14 Select one of these functions, either by typing the first letter or by moving the highlighting to the selection you want and pressing RETURN. Vehicles will display a menu: (s7Ball_Vehicles(s0B (s7BAuto(s0B (s7BTruck(s0B (s7BMotorcycle(s0B (s7BOther(s0B (s7Ball_Vehicles (s0Bwill display a list of new car inventory. Auto will display a list of all automobiles. Truck will display a list of all trucks. Motorcycle will display all vehicles of class M. Other will display all vehicles of class O. You may press "S" to select a vehicle from the list of inventory, or press "U" to move up the list and "D" to move down the list of inventory. (s7BOptions (s0Bwill allow you to enter a detailed list of manufacturer's options and dealer's options. Many states require these detailed lists on purchase contracts (please see the screen below). The detailed list of options applies to the stock number shown on the le half of the screen. The options must be entered separately and the ESC key must be pressed to save them while the cursor is in the options list. See Master Menu #10 for details on entering a master list of options. This may save you much data entry time, because if an option is in the master list, then its description and price will be filled in automatically when you enter its code. (s7BPrint (s0Bwill print the new car inventory in order by the stock number, make and model, ageing, or type, make & model. Type 1, 2, 3 or 4 to indicate which order you want. You have the option of printing the inventory without costs for use by the sales staff or pr ting the inventory with costs for the accountant. To print the report with costs answer "y" to the prompt "Include costs (y/n) ?". You are also prompted on whether or not to print the vehicle identification number on the report. (s7BDelete (s0Bwill delete the record currently displayed. A prompt is displayed--"Deletion: Are you sure (y/n) ? ". If you want the record deleted, then press July 30, 2001 page 15 "y" otherwise press "n". (s7BNumber (s0Bwill generate new stock number for the vehicle. A prompt is displayed--"Generate Next Stock Number? Yes No". If you want the next stock number generated automatically, then press "y" otherwise press "n". (s7BLock (s0Bprevents you from entering fields other than the stock number. The fields are locked initially, which prevents you from accidentally changing information. Use Unlock to unlock the fields. (s7BUnlock (s0Ballows you to enter any of the fields so that you can change information or enter new information. (s7BFkeys (s0Ballows you to program function keys F8 to F12. (s7BAuto (s0Bshows a list of vehicles that have type A (automobile). You can then select a stock number. This is the same as F3 V except it only shows automobiles. (s7BTruck (s0Bshows a list of vehicles that have type T (truck). You can then select a stock number. This is the same as F3 V except it only shows trucks. (s7BFIELDS(s0B The (s7Bstock(s0B (s7Bnumber(s0B is a seven character code. If the vehicle was previously entered into the system, then its data will be retrieved. If it was not previously entered, then a beep will be heard and all other data fields will be cleared. The (s7Bpurchase(s0B (s7Bdate(s0B is actually made up of three fields: the month, the day, and the year in that order. January is entered as "01" and 1987 is entered as "87". The (s7Bmake(s0B is a four character field and any combination of characters is allowed. You should develop standard names for makes. Here are some suggestions: BUIC CADI CHEV GMC OLDS PONT CHRY DODG PLYM FORD LINC MERC July 30, 2001 page 16 _____________________________________________________________ (s7BScreen(s0B (s7B2-5:(s0B (s7BNEW(s0B (s7BCAR(s0B (s7BWITH(s0B (s7BOPTIONS(s0B (s17H NEW VEHICLE DATA ENTRY BY JARVIS COMPU:CODE OPTION 1 PRICE ALL RIGHTS R:___1 AM_FM_RADIO_&_TAPEDECK__ ___375.00 STOCK #: ___2092 PURCHASE DATE: 09-15-:___2 A/C_____________________ ___580.00 :___3 PIN STRIPES_____________ ___350.00 MAKE: CHRYSLER________ MODEL: CONCORD_:____ ________________________ _________ :____ ________________________ _________ COLOR: ROYAL BLUE______ TYPE (A,T:____ ________________________ _________ :____ ________________________ _________ EQUIPMENT: AM/FM_A/C___________ V:____ ________________________ _________ :____ ________________________ _________ IGNITION KEY: 1236M___ T:____ ________________________ _________ :____ ________________________ _________ STICKER PRICE: _11000.00 DEALER INV:____ ________________________ _________ :____ ________________________ _________ PLATE: N95GM____ EXPIRES: 12-96 :____ ________________________ _________ :____ ________________________ _________ REBATE INFORMATION NONE :____ ________________________ _________ :____ ________________________ _________ DESCRIPTION: NO REBATE INFORMATION ____:____ ________________________ _________ ___________________________________ ____:____ ________________________ _________ :____ ________________________ _________ EFFECTIVE DATE: 12-10-92 EXP:____ ________________________ _________ F1=CLEAR CURRENT FIELD, F5=EXIT, ESC=SA:F1=CLEAR CURRENT FIELD, __1305.00 F2=NEXT, F4=PREVIOUS. F3=ADDITIONAL F:F5=MENU, F6=MENU, ESC=SAVE DATA (s12H _____________________________________________________________ The (s7Bmodel(s0B is an eight character field. The (s7Bbody(s0B is a four character field. The (s7Byear(s0B is a two digit field. Enter 1987 as "87". (s7BColor(s0B is an eight character field. (s7BType(s0B is a one character field. The allowed types are A=Auto, T=Truck, M=Motorcycle, B=Boat, and O=Other. (s7BCylinders(s0B is the number of cylinders in the vehicle's engine. (s7BEquipment(s0B is a twenty character field. Abbreviations are acceptable and might include RAD, A/C, etc. (s7BVIN(s0B stands for vehicle identification number and can be up to twenty characters long. (s7BIgnition(s0B (s7Bkey(s0B (s7Band(s0B (s7Btrunk(s0B (s7Bkey(s0B are numbers or codes that July 30, 2001 page 17 identify the key blank and tumbler codes, so that a new key can be made. (s7BSticker(s0B (s7Bprice(s0B is the asking price of the vehicle, including those dealer installed options already installed. (s7BInvoice(s0B is the dealer's cost for this vehicle. (s7BHold(s0B (s7Bback(s0B is the additional monies the dealer will receive from the manufacturer when the car is sold. (s7BLicense(s0B (s7Bplate(s0B is the combination of characters and numbers appropriate for the state. The (s7Bplate(s0B (s7Bexpiration(s0B (s7Bdate(s0B is the month and year in which the used plates expire. (s7BRebate(s0B (s7Binformation(s0B does not actually belong to the stock number but is associated with the vehicle by make and model. Any changes you make to the rebate information will also change the rebate information for all vehicles in stock with the same make and model. _____________________________________________________________ (s7BSample(s0B (s7BReport(s0B (s7B2-6:(s0B (s7BNEW(s0B (s7BCAR(s0B (s7BINVENTORY(s0B (s17H NEW CAR INVENTORY 09-23-1987 PAGE 1 STK. BUY DATE YR MAKE MODEL BODY COLOR EQUIPMENT PRICE COST ==== ======== == ==== ======== ==== ====== =============== ========= ========= 2091 10/10/86 87 DODG ARIES 4D WHITE RADIO AC 10000.00 9000.00 2092 03/05/87 87 CHEV CELEBRIT 4D BLUE AM/FM A/C 11000.00 8900.00 ==== ======== == ==== ======== ==== ====== =============== ========= ========= 2 TOTALS 21000.00 17900.00 (s12H _____________________________________________________________ (s7B2.3.(s0B (s7BUSED(s0B (s7BCAR(s0B (s7BDATA(s0B (s7BENTRY(s0B (s7BPURPOSE(s0B This screen records all of the data on the used car inventory for printing on forms. July 30, 2001 page 18 _____________________________________________________________ (s7BScreen(s0B (s7B2-7:(s0B (s7BUSED(s0B (s7BCAR(s0B (s7BDATA(s0B (s7BENTRY(s0B (s17H SYSTEM F & I BY JARVIS COMPUTER SOFTWARE, (C) COPYRIGHT 1989,1992,1999,2000 USED CAR DATA ENTRY STOCK #: _______ PURCHASE DATE: __-__-__ SOLD (Y/N): _ MAKE: ________________ MODEL: ____________________ BODY: ________ YEAR: __ COLOR: ________________ TYPE (A,T,M,B,O): _ CYLINDERS: __ EQUIPMENT: ____________________ VIN: ____________________ LICENSE PLATE: __________ EXPIRE: __-__ VALUE: _________ STICKER PRICE: _________ MILES: _________ RECONDITIONING: _________ PACK: _________ ____________________________________________________________ TOTAL FORMER OWNER: (___) ___-____ LAST NAME: ____________________ FIRST NAME: ____________________ F1=CLEAR CURRENT FIELD, F5=RETURN TO MENU, ESC=SAVE DATA. F2=NEXT, F4=PREVIOUS, F3=ADDITIONAL FUNCTIONS, F7=HELP. (s12H _____________________________________________________________ (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF5 (s0Breturns the system to the Master Menu. (s7BF7 (s0Bdisplays the help screen. (s7BESC (s0Bsaves the data to disk and clears all enterable fields on the screen. July 30, 2001 page 19 (s7BSpecial(s0B (s7Bfunctions(s0B (s7Bto(s0B (s7Bthis(s0B (s7Bprogram:(s0B (s7BF2 (s0Bwill retrieve the next available used car data and display the information on the screen. The data will be retrieved in stock number order. When there are no more available stock numbers, a beep will be heard. (s7BF3 (s0Bpresents a menu: (s7BVehicles(s0B (s7BOptions(s0B (s7BPrint(s0B (s7BDelete(s0B (s7BNumber(s0B (s7BLock(s0B (s7BUnlock(s0B (s7BFkeys(s0B (s7BQuit(s0B Select one of these functions, either by typing the first letter or by moving the highlighting to the selection you want and pressing RETURN. (s7BVehicles (s0Bwill display a menu: (s7Ball_Vehicles(s0B (s7BAuto(s0B (s7BTruck(s0B (s7BMotorcycle(s0B (s7BOther(s0B (s7Ball_Vehicles (s0Bwill display a list of used car inventory. Auto will display a list of all automobiles. Truck will display a list of all Trucks. Motorcycle will display all vehicles of class M. Other will display all vehicles of class O. You may select a vehicle by pressing "S" or move up and down the list using "U" or "D". (s7BOptions (s0Bwill allow you to enter a detailed list of manufacturer's options and dealer's options. Many states require these detailed lists on purchase contracts (please see the screen below). The detailed list of options applies to the stock number shown on the left half of the screen. The options must be entered separately and the ESC key must be pressed to save them while the cursor is in the options list. See Master Menu #10 for details on entering a master list of options. This may save you much data entry time, because if an option is in the master list, then its description and price will be filled in automatically when you enter its code. (s7BPrint (s0Bwill print the used car inventory in order by the stock number, price, make and model, year July 30, 2001 page 20 (ascending or descending), ageing, type and make and model, or type and year and make. Type 1, 2, 3, 4, 5, 6, 7, or 8 to indicate which order you want. You have the option of printing the inventory without costs for use by the sales staff or printing the inventory with costs for the accountant. To print the report with costs answer "y" to the prompt "Include costs (y/n) ?". You are also prompted on whether or not to print the vehicle identification number on the report. (s7BDelete (s0Bwill delete the record currently displayed. A prompt is displayed--"Deletion: Are you sure (y/n) ? ". If you want the record deleted, then press "y" otherwise press "n". (s7BNumber (s0Bwill generate used stock number for the vehicle. A prompt is displayed-- "Generate Next Stock Number? Yes No". If you want the next stock number generated automatically, then press "y" otherwise press "n". (s7BLock (s0Bprevents you from entering fields other than the stock number. The fields are locked initially, which prevents you from accidentally changing information. Use Unlock to unlock the fields. (s7BUnlock (s0Ballows you to enter any of the fields so that you can change information or enter new information. (s7BFkeys (s0Bwill allow you to program function keys F8 to F12. (s7BAuto (s0Bshows a list of vehicles that have type A (automobile). You can then select a stock number. This is the same as F3 V except it only shows automobiles. (s7BTruck (s0Bshows a list of vehicles that have type T (truck). You can then select a stock number. This is the same as F3 V except it only shows trucks. (s7BF4 (s0Bwill retrieve the previous used car data and display the information on the screen. The data will be retrieved in reverse stock number order. When there are no more available stock numbers, a July 30, 2001 page 21 beep will be heard. _____________________________________________________________ (s7BScreen(s0B (s7B2-8:(s0B (s7BUSED(s0B (s7BCAR(s0B (s7BDATA(s0B (s7BENTRY(s0B (s7BWITH(s0B (s7BOPTIONS(s0B (s17H SYSTEM F & I BY JARVIS COMPUTER SOFTW:CODE OPTION 1 PRICE USED CAR DAT:___1 AM/FM RADIO_____________ ___150.00 :____ ________________________ _________ STOCK #: __20911 PURCHA:____ ________________________ _________ :____ ________________________ _________ MAKE: CHEVROLET_______ MODEL: CORVETTE:____ ________________________ _________ :____ ________________________ _________ COLOR: GREEN WITH WHITE TYPE (A,T:____ ________________________ _________ :____ ________________________ _________ EQUIPMENT: ____________________ VI:____ ________________________ _________ :____ ________________________ _________ LICENSE PLATE: CHJ_123___ EXPIRE: :____ ________________________ _________ :____ ________________________ _________ STICKER PRICE: _24000.00 MILES: :____ ________________________ _________ :____ ________________________ _________ ________________________________________:____ ________________________ _________ :____ ________________________ _________ FORMER OWNER: (___) ___-____ :____ ________________________ _________ LAST NAME: ____________________ FIRS:____ ________________________ _________ :____ ________________________ _________ F1=CLEAR CURRENT FIELD, F5=RETURN TO MEN:____ ________________________ _________ F2=NEXT, F4=PREVIOUS, F3=ADDITIONAL FUNC:____ ________________________ _________ :F1=CLEAR CURRENT FIELD, 150.00 :F5=MENU, F6=MENU, ESC=SAVE DATA (s12H _____________________________________________________________ (s7BFIELDS(s0B The (s7Bstock(s0B (s7Bnumber(s0B is a seven character code. If the vehicle was previously entered into the system, then its data will be retrieved. If it was not previously entered, then a beep will be heard and all other data fields will be cleared. The (s7Bpurchase(s0B (s7Bdate(s0B is actually made up of three fields: the month, the day, and the year in that order. January is entered as "01" and 1987 is entered as "87". The (s7Bmake(s0B is a four character field and any combination of characters is allowed. You should develop standard names for makes. Here are some suggestions: BUIC CADI CHEV GMC OLDS PONT CHRY DODG PLYM July 30, 2001 page 22 FORD LINC MERC The (s7Bmodel(s0B is an eight character field. The (s7Bbody(s0B is a four character field. The (s7Byear(s0B is a two digit field. Enter 1987 as "87". (s7BColor(s0B is an eight character field. (s7BType(s0B is a one character field. The allowed types are A=Auto, T=Truck, M=Motorcycle, B=Boat, and O=Other. (s7BCylinders(s0B is the number of cylinders in the vehicle's engine. (s7BEquipment(s0B is a twenty character field. Abbreviations are acceptable and might include RAD, A/C, etc. (s7BVIN(s0B stands for vehicle identification number and is twenty characters long. (s7BLicense(s0B (s7Bplate(s0B is the combination of characters and numbers appropriate for the state. The (s7Bplate(s0B (s7Bexpiration(s0B (s7Bdate(s0B is the month and year in which the used plates expire. The (s7Bvalue(s0B of the used vehicle is the book value. This value is usually, but not always, less than the trade in value allowed. (s7BSticker(s0B (s7Bprice(s0B is the asking price of the vehicle, including those dealer installed options already installed. (s7BMiles(s0B is the number of miles on the odometer. (s7BFormer(s0B (s7BOwner(s0B is the owner's phone number, last name and first name. July 30, 2001 page 23 _____________________________________________________________ (s7BSample(s0B (s7BReport(s0B (s7B2-9:(s0B (s7BUSED(s0B (s7BCAR(s0B (s7BINVENTORY(s0B (s17H USED CAR INVENTORY 09-23-1987 PAGE 1 STOCK BUY DATE YR MAKE MODEL BODY COLOR EQUIPMENT PRICE MILEAGE ===== ======== == ==== ======== ==== ====== =============== ========= ========= 12345 01/01/87 87 PLYM HORIZON 4D BLUE 0.00 10000 20911 01/01/87 87 CHEV CORVETTE 2 D RED 24000.00 52000 20912 01/01/87 84 PONT FIREBIRD 2D GREY A/C RADIO 3995.00 57625 20913 01/21/87 87 CHEV CORISCA 4D BLUE 8900.00 7725 20915 07/28/87 85 CHRY LE BARRO 4D WHITE 5795.00 27234 20916 07/28/87 66 CHEV IMPALA 2D CREAM RADIO 100.00 143627 20917 08/02/87 83 PLYM HORIZON 4D BLUE RADIO A/C 1000.00 133257 A0333 01/01/87 87 PLYM HORIZON 4D WHITE 9000.00 10000 ===== ======== == ==== ======== ==== ====== =============== ========= ========= 8 TOTALS 52790.00 (s12H _____________________________________________________________ (s7B2.4.(s0B (s7BBANK(s0B (s7BDATA(s0B (s7BENTRY(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-10:(s0B (s7BBANK(s0B (s17H BANK CODE: 01 BANK NAME: Merchant's_National_Bank________ ADDRESS: 102_Plaza_East__________________ CITY: Winona______________ STATE: MN ZIP: 55987 PHONE: (507) 454-1000 OTHER: ____________________ ____________________ F1=CLEAR CURRENT FIELD, F5=RETURN TO MENU, ESC=SAVE DATA. F2=NEXT, F4=PREVIOUS, F3=OPTIONS, F7=HELP. (s12H _____________________________________________________________ (s7BPURPOSE(s0B The purpose of this program is to capture banking data for use on forms. July 30, 2001 page 24 (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF5 (s0Breturns the system to the Master Menu. (s7BF7 (s0Bbrings up the help screen. (s7BESC (s0Bsaves the data to disk and clears all enterable fields on the screen. (s7BSpecial(s0B (s7Bfunctions(s0B (s7Bto(s0B (s7Bthis(s0B (s7Bprogram:(s0B (s7BF2 (s0Bwill retrieve the next available bank data and display the information on the screen. The data will be retrieved in bank code order. A beep will be heard if there are no more available bank codes. (s7BF3 (s0Bwill display a menu: (s7BPrint(s0B (s7BDelete(s0B (s7BFkeys(s0B (s7BQuit(s0B (s7BPrint (s0Bwill print a list of banks on printer. (s7BDelete (s0Bwill delete the record currently displayed. A prompt is displayed--"Deletion: Are you sure (y/n) ? ". If you want the record deleted, then press "y" or else press "n". (s7BFkeys (s0Bwill allow you to program function keys from F8 to F12. (s7BF4 (s0Bwill retrieve the previously used bank data and display the information on the screen. The data will be retrieved in reverse bank code order. A beep will be heard if there are no more available bank codes. July 30, 2001 page 25 (s7BFIELDS(s0B The bank code is a two-digit code you assign to identify each bank or other financial institution that will provide financing. The other fields are used for miscellaneous information about the bank that is needed for forms. For example, in Wisconsin, each bank has an official bank number. The number is entered in these fields. All other fields are self-explanatory. (s7B2.5.(s0B (s7BSALES(s0B (s7BREPRESENTATIVE(s0B (s7BDATA(s0B (s7BENTRY(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-11:(s0B (s7BSALES(s0B (s7BREPRESENTATIVE(s0B (s17H SALES REP. INITIALS: ___ LAST NAME: __________________ FIRST NAME: ____________ MIDDLE: _ SOCIAL SECURITY NUMBER: ___-__-____ LICENSE NUMBER: ____________________ E-MAIL NAME: ____________________ ANNIVERSARY DAYS AFTER NEW VEHICLE SALE DATE: ___ ___ ___ ___ ___ ___ ANNIVERSARY DAYS AFTER USED VEHICLE SALE DATE: ___ ___ ___ ___ ___ ___ F1=CLEAR CURRENT FIELD, F5=RETURN TO MENU, ESC=SAVE DATA. F2=NEXT, F4=PREVIOUS. F3=OPTIONS, F7=HELP. (s12H _____________________________________________________________ (s7BPURPOSE(s0B The purpose of this program is to capture data about sales representatives for use on forms. The anniversary days are used to send the representative electronic mail reminders of the anniversaries. July 30, 2001 page 26 (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF5 (s0Breturns the system to the Master Menu. (s7BF7 (s0Bbrings up the help screen. (s7BESC (s0Bsaves the data to disk and clears all enterable fields on the screen. (s7BSpecial(s0B (s7Bfunctions(s0B (s7Bto(s0B (s7Bthis(s0B (s7Bprogram:(s0B (s7BF2 (s0Bwill retrieve the next available sales representative data and display the information on the screen. The data will be retrieved in alphabetical order of sales representative initials. If there are no more available initials, a beep will be heard. (s7BF3 (s0Bwill display a menu. (s7BDelete(s0B (s7BFkeys(s0B (s7BQuit(s0B (s7BDelete (s0Bwill delete the record currently displayed. A prompt is displayed--"Deletion: Are you sure (y/n) ? ". If you want the record deleted, then press "y" or else press "n". (s7BFkeys (s0Bwill allow you to program functions keys. (s7BF4 (s0Bwill retrieve the previously used sales representative data and display the information on the screen. The data will be retrieved in reverse alphabetical order of initials. If there are no more available intials, a beep will be heard. July 30, 2001 page 27 (s7BFIELDS(s0B (s7BSales(s0B (s7Brepresentatives'(s0B (s7Binitials(s0B are entered in the natural order: first initial, middle initial, and then last initial. The middle initial may be omitted. The computer will fill it with a blank. To retrieve Ben Lee, enter "BL" and RETURN. To retrieve John Q. Public, just enter "JQP". No return is required. The last name will be automatically capitalized. If the last name does not match the initial, a beep will be heard. You may ignore the warning. The first name will be automatically capitalized. If the first name does not match the initial, a beep will be heard. You may ignore the warning. The (s7Blicense(s0B (s7Bnumber(s0B is the state license number for the sales representative if your state requires them to be licensed before they can sell cars. The (s7Bnew(s0B (s7Banniversary(s0B (s7Bdays(s0B is used to remind the rep of a vehicle sale date. If, for example, you enter 30, 60 and 90 for the new anniversaries, then 30, 60 and 90 days after the date of sale the rep will get an email reminder of the anniversary. (This feature is not available on MSDOS systems. The used anniversaries works in a similar fashion to new anniversaries. All other fields are self-explanatory. _____________________________________________________________ (s7BSample(s0B (s7BReport(s0B (s7B2-12:(s0B (s7BELECTRONIC(s0B (s7BANNIVERSARY(s0B (s7BREMINDER(s0B (s17H The birthday of Henry Joseph Warner is 09-19-56 Henry Warner 1991 BUIC PARK AVE 11/20/92 800 100-1234 1920 W. Mormon Coulee Rd. La Crosse, WI 53495 The following customers have purchased new vehicles 10 days ago: Henry Warner 1991 BUIC PARK AVE 11/20/92 800 100-1234 1920 W. Mormon Coulee Rd. La Crosse, WI 53495 (s12H _____________________________________________________________ (s7BDEAL(s0B July 30, 2001 page 28 _____________________________________________________________ (s7BScreen(s0B (s7B2-13:(s0B (s7BDEAL(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 LAST NAME: Jarvis_III__________ STATE: MN DEAL PRICE: _14786.58 FIRST NAME: Clare_______________ CUSTOMER REBATE: ___750.00 1 LEASED TRADE: N TRADE: ___100.00 STOCK #: _B90002 MAKE BUIC TR 2: _____0.00 TR 3: _____0.00 MODEL LES CUS YEAR 90 2 PAYOFF: _____0.00 BODY 4DR COLOR DKBLUE DEPOSIT: _____0.00 3 DOWN PAYMENT: _____0.00 TRADE MAKE: FORD MODEL: TAURUS__ TOTAL TAXES & FEES 182.77 YEAR: 89 MILES: _65345 _________________________ _____0.00 COMMENTS: ____________________ 4 SERVICE CONTRACT: ___500.00 ______________________________________ DOC. FEE: _____0.00 ______________________________________ LUXURY TAX: _____0.00 ______________________________________ TAX RATE: _0.00% TAX _____0.00 ______________________________________ OTHER RATE: _0.00% OTHER 0.00 ______________________________________ 5 A.P.R.: 10.0000% F.C. 2519.26 ______________________________________ PREPAID F.C.: ____25.00 6 NUMBER OF PAYMENTS: _36 PAYMENTS/YEAR: 12 DAYS TO 1st PAYMENT: _30 F3=JUMP/FKEYS,F5=MENU,F6=SWITCH F2=NEW VEHICLES,F4=USED VEHICLES, ESC=SAVE DATA, F7=HELP. 8 F1=CLEAR. PAYMENT: ___503.00 (s12H _____________________________________________________________ (s7BPURPOSE(s0B The deal screen calculates and saves deals for later printing. It can also be used to make a visual presentation to the customer. (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. You must not be in any sub-windows when you use any function key except F1; if the function keys do not react, arrow up or down until the screen changes. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. July 30, 2001 page 29 (s7BF5 (s0Breturns the system to the Master Menu. (s7BF7 (s0Bdisplays a help file. (s7BESC (s0Bsaves the data to disk and clears all enterable fields on the screen. (s7BSpecial(s0B (s7Bfunctions(s0B (s7Bto(s0B (s7Bthis(s0B (s7Bprogram:(s0B (s7BF2 (s0Bbrings up the new car screen. (s7BF3 (s0Bdisplays a menu bar from which you choose one of the following options. (s7BF3(s0B (s7BL (s0Ballows look up of phone numbers from previous deals that have not yet been completed. Enter as many letters of the last name of the customer as you wish. The more letters entered, the narrower the search. (s7BF3(s0B (s7BJ (s0Ballows jumps directly to a field. The numbers on the left side of the screen are the jump locations. For example, to jump to the trade in price, press F3 and then press the "1" key above the letter "q" or the "1" key on the numeric keypad. A jump to "0" means to cancel the jump. (s7BF3(s0B (s7BF (s0Ballows you to program and/or redefine the function keys (F8-F12). If you redefine F10 you cannot use it to print the screen. (s7BF3(s0B (s7BH (s0Brounds to two decimal places any tax, finance charge or payment due. (s7BF3(s0B (s7BU (s0Bwill undo the rounding of the decimal place for any tax, finance charge or payment due. (s7BF3(s0B (s7BQ (s0Bdoes nothing. Press Q to get out of the menu bar if you hit F3 by mistake. (s7BF4 (s0Bbrings up the used car screen. (s7BF6 (s0Bcauses the cursor to switch sides of the screen. When the deal is loaded, basic information about the customer is displayed on the right half of the screen. You may use the right half of the screen for other purposes by moving the cursor to the right half with the F6 key. Then press F5 to bring up the deal enhancement menu. (s7BF10 (s0Bprints the screen, in the multi-user version only. In the single-user system, you can use the PrtSc key to print the screen. July 30, 2001 page 30 _____________________________________________________________ (s7BScreen(s0B (s7B2-14:(s0B (s7BDEAL(s0B (s7BENHANCEMENTS(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | DEAL ENHANCEMENTS STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | 1. CASH CONVERSION. 1 LEASED TRADE: N TRADE: ___100.00 | 2. MPG COMPARISON. TR 2: _____0.00 TR 3: _____0.00 | 3. PAY-OFF CALCULATION (RULE 78). 2 PAYOFF: _____0.00 | 4. SERVICE CONTRACT COMPARISON. DEPOSIT: _____0.00 | 5. A & H REFUND. 3 DOWN PAYMENT: _____0.00 | 6. SUMMARY. TOTAL TAXES & FEES 178.77 | 7. TRADE-IN INFORMATION. ________________________: _____0.00 | 8. REBATE INFORMATION. 4 SERVICE CONTRACT: ___500.00 | 9. HEALTH & LIFE COMPARISON. DOC. FEE: _____0.00 | 10. CALCULATOR. LUXURY TAX: _____0.00 | 11. MANAGER'S. TAX RATE: _0.00% TAX _____0.00 | 12. NON-STANDARD PREMIUM. OTHER RATE: _0.00% OTHER 0.00 | 13. CHANGE PHONE NUMBER. 5 A.P.R.: 10.0000% F.C. 2518.48 | 14. SIMPLE RULE 78 REFUND. PREPAID F.C.: ____25.00 | 97. DELETE DEAL. 6 NUMBER OF PAYMENTS: _36 | YOUR CHOICE [__] PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F5 = RETURN TO DEAL. F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F6 = SWITCH TO DEAL. F2=NEW VEHICLES,F4=USED VEHICLES, | F7 = HELP. ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BDEAL(s0B (s7BFIELDS(s0B The (s7Bphone(s0B (s7Bnumber(s0B, including the area code and the special code, is used to track the deal. The special code can contain any characters and is used to distinguish between two deals in the same household or business. The special code field may be left blank. The phone number can only accept digits. The last deal or contract modified is automatically retrieved from storage and displayed to the screen. You can retrieve any previous deal still in the computer by entering the appropriate phone number. A new phone number will cause the screen to clear. The (s7Bstate(s0B indicates the state the car will be registered in. You may only use those states that have been supplied to you. We set up the state forms that you need. If you misenter the state, a beep will be heard. The (s7Bdeal(s0B (s7Bprice(s0B is the price the customer will pay for the car after all deal options and preparation charges have July 30, 2001 page 31 been added on. Discounts are also subtracted off. (s7BCustomer(s0B (s7Brebate(s0B is a rebate payable to the customer that is assigned to the dealer. If the customer keeps his rebate, then enter zero. Do not enter the dealer rebate here. The customer should not know about dealer rebates. (s7BTrade(s0B (s7Bin(s0B is allowed discount for trading in the old car. (s7BPayoff(s0B is the amount that must be paid to a bank or other financial institution to have clear title to the trade in. If the payoff is not known, you may use the deal enhancement Rule 78 pay-off calculation program (from the deal screen choose F6, F5, 3) to calculate it. (s7BDeposit(s0B is the amount the customer deposited at the time of the purchase contract. The (s7Bdown(s0B (s7Bpayment(s0B is the cash received from the customer exclusive of the deposit. When you pass through the total (s7Btaxes(s0B (s7Band(s0B (s7Bfees(s0B field, the field will expand to up to five fields. These fields vary from state to state. Please check Appendix 1 for the appropriate definitions. As you exit the bottom or top of the state fields, the tal will appear on the previous deal screen and the extra fields will contract into one field. (s7BTax(s0B (s7Brate(s0B is the rate of sales tax in the state. This figure is entered as a percentage. A six percent sales tax rate is entered as "6" and then RETURN. (s7BOther(s0B (s7Brate(s0B is for county and city sales taxes. They are combined and entered as a percentage. These rates will typically be less than one percent. (s7BA.P.R.(s0B stands for annual percentage rate, which is the interest rate on the financing. The APR is entered as a percentage. Some financial institutions charge a (s7Bprepaid(s0B (s7Bfinance(s0B (s7Bcharge(s0B. Enter that amount here. The (s7Bnumber(s0B (s7Bof(s0B (s7Bpayments(s0B is the number of months to pay for the car. Typical numbers are 24, 30, 36, 42, 48, 54, or 60 months. The (s7Bnumber(s0B (s7Bof(s0B (s7Bpayments(s0B (s7Bper(s0B (s7Byear(s0B is usually 12, but periods other than monthly are permitted. Allowed payments per year are 1, 2, 3, 4, 6, 12, 24, 26, and 52. (s7BDays(s0B (s7Bto(s0B (s7Bfirst(s0B (s7Bpayment(s0B is only filled in when it is not the typical number of days to the first payment. The typical July 30, 2001 page 32 number is found by dividing 365 by the number of payments per year: monthly = 30, semi-monthly = 15, bi-weekly = 14, and weekly = 7. The (s7BLife,(s0B (s7BA&H,(s0B (s7Band(s0B (s7BUnemp(s0B fields are shown when you get to them; otherwise they are covered up by the function key descriptions. There are four columns of one-character fields. Type an X to indicate that you want a particular type of insurance. Type a space over the X to take it out. The system will only allow combinations of insurance options that are allowed and available from your insurance company. (s7BPayment(s0B is the amount of the monthly payment. You can change the payment by clearing the payment field using the F1 key and entering a new figure. If you change the payment by more than one dollar from the previous figure, then one of the following must be adjusted: 1. deal price 2. down payment 3. APR 4. number of payments Choose the appropriate number. When the deal is the way you want it, (s7BBE(s0B (s7BSURE(s0B (s7BTO(s0B (s7BPRESS(s0B (s7BTHE(s0B (s7BESC(s0B (s7BKEY(s0B (s7BTO(s0B (s7BSAVE(s0B (s7BTHE(s0B (s7BDEAL.(s0B July 30, 2001 page 33 (s7BDEAL(s0B (s7BENHANCEMENTS--CASH(s0B (s7BCONVERSION(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-15:(s0B (s7BCASH(s0B (s7BCONVERSION(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | CASH CONVERSION STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | ENTER SAVINGS INTEREST RATE: 7.5_____ 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 | 2 PAYOFF: _____0.00 | IF YOU PAY CASH DEPOSIT: _____0.00 | Principle . . . . . 15584.48 3 DOWN PAYMENT: _____0.00 | Interest Rate . . . . . 7.50 TOTAL TAXES & FEES 178.77 | Interest. . . . . . . 3891.70 ________________________: _____0.00 | Interest Lost . . . -1373.22 4 SERVICE CONTRACT: ___500.00 | DOC. FEE: _____0.00 | IF YOU FINANCE LUXURY TAX: _____0.00 | TAX RATE: _0.00% TAX _____0.00 | Amount Financed . . 15584.48 OTHER RATE: _0.00% OTHER 0.00 | Annual Percent Rate . . 10.00 5 A.P.R.: 10.0000% F.C. 2518.48 | Finance Charge . . 2518.48 PREPAID F.C.: ____25.00 | Savings . . . . . . 1373.22 6 NUMBER OF PAYMENTS: _36 | PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | AND YOUR SAVINGS ARE STILL INTACT!!!! F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F2=NEW VEHICLES,F4=USED VEHICLES, | F1= CLEAR CURRENT FIELD, ESC=SAVE DATA, F7=HELP. | F5= RETURN TO MENU. 8 F1=CLEAR. PAYMENT: ___502.86 | F6= DEAL SCREEN, F7=HELP. (s12H _____________________________________________________________ (s7BPURPOSE(s0B The cash conversion program (F6, F5, 1 from the deal screen) computes the cost of the customer spending their savings versus financing. All figures necessary for computing cash conversions are entered on the deal screen except the savings rate. Interest cost on savings is computed by compounding the stated interest rate quarterly. Therefore, the actual annual percentage rate on savings is slightly higher than the stated rate. July 30, 2001 page 34 (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field under the cursor. (s7BF5 (s0Bwill exit to the deal enhancement menu. (s7BF6 (s0Bwill transfer you to the deal screen on the left half of the screen. (s7BFIELDS(s0B The (s7Bsavings(s0B (s7Binterest(s0B (s7Brate(s0B is entered as a percentage. Five percent is entered as 5.0. July 30, 2001 page 35 (s7BDEAL(s0B (s7BENHANCEMENTS--MILEAGE(s0B (s7BCOMPARISON(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-16:(s0B (s7BMILEAGE(s0B (s7BCOMPARISON(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11| MILEAGE COMPARISON STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | MPG NEW: _____29 MPG OLD: _____24 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 | MILES DRIVEN PER YEAR: 18000 2 PAYOFF: _____0.00 | DEPOSIT: _____0.00 | PRICE OF FUEL PER GALLON: ___1.16 3 DOWN PAYMENT: _____0.00 | TOTAL TAXES & FEES 178.77 | ANNUAL SAVINGS 150.00 ________________________: _____0.00 | 4 SERVICE CONTRACT: ___500.00 | MONTHLY SAVINGS 12.50 DOC. FEE: _____0.00 | LUXURY TAX: _____0.00 | TAX RATE: _0.00% TAX _____0.00 | OTHER RATE: _0.00% OTHER 0.00 | 5 A.P.R.: 10.0000% F.C. 2518.48 | PREPAID F.C.: ____25.00 | 6 NUMBER OF PAYMENTS: _36 | PAYMENTS/YEAR: 12 | F1=CLEAR CURRENT FIELD, DAYS TO 1st PAYMENT: _30 | F5=RETURN TO MENU, F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F6=RETURN TO DEAL. F2=NEW VEHICLES,F4=USED VEHICLES, | F7=HELP. ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BPURPOSE(s0B The miles per gallon comparison computes the annual and monthly savings by buying a new and more efficient car. It can be argued that the savings in fuel consumption should be subtracted from the monthly payments to find the true monthly payment. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field under the cursor. (s7BF5 (s0Bwill exit to the deal enhancement menu. (s7BF6 (s0Bwill transfer you to the deal screen on the left half of the screen. July 30, 2001 page 36 (s7BFIELDS(s0B (s7BMpg(s0B (s7Bnew(s0B is the miles per gallon of fuel consumed by the newly purchased vehicle. (s7BMpg(s0B (s7Bold(s0B is the miles per gallon of fuel consumed by the vehicle being replaced. (s7BMiles(s0B (s7Bdriven(s0B (s7Bper(s0B (s7Byear(s0B is the customer's best estimate of how much he drives. (s7BPrice(s0B (s7Bof(s0B (s7Bfuel(s0B (s7Bper(s0B (s7Bgallon(s0B is measured in dollars. (s7BDEAL(s0B (s7BENHANCEMENTS--PAYOFF(s0B (s7BRULE(s0B (s7BOF(s0B (s7B78(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-17:(s0B (s7BPAYOFF(s0B (s7BRULE(s0B (s7BOF(s0B (s7B78(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | PAYOFF CALCULATION RULE OF 78 STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | AMOUNT FINANCED: _____5000 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 | TOTAL NUMBER OF PAYMENTS: _36 2 PAYOFF: _____0.00 | DEPOSIT: _____0.00 | NUMBER OF PAYMENTS MADE: _18 3 DOWN PAYMENT: _____0.00 | TOTAL TAXES & FEES 178.77 | MONTHLY PAYMENTS: ___1961.00 ________________________: _____0.00 | 4 SERVICE CONTRACT: ___500.00 | INSURANCE CODE: 1 DOC. FEE: _____0.00 | LUXURY TAX: _____0.00 | AMOUNT OF 19TH PAYMENT 1961.00 TAX RATE: _0.00% TAX _____0.00 | + BANK PAYOFF 18267.65 OTHER RATE: _0.00% OTHER 0.00 | =========== 5 A.P.R.: 10.0000% F.C. 2518.48 | GROSS PAYOFF 20228.65 PREPAID F.C.: ____25.00 | 6 NUMBER OF PAYMENTS: _36 | INTEREST REBATE 15069.35 PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | A & H REFUND 638.04 F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | LIFE REFUND 3.59 F2=NEW VEHICLES,F4=USED VEHICLES, | ESC=SAVE DATA, F7=HELP. | F1=CLEAR CURRENT FIELD,F7=HELP 8 F1=CLEAR. PAYMENT: ___502.86 | F5=RETURN TO MENU,F6=DEAL SCREEN. (s12H _____________________________________________________________ (s7BPURPOSE(s0B Rule of 78 is a method of computing payoffs that uses the sum-of-the-years-digits. Some states do not allow the July 30, 2001 page 37 rule of 78 and require actuarial methods. Be sure to use the correct method. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field under the cursor. (s7BF5 (s0Breturns you to the deal enhancement menu. (s7BF6 (s0Btransfers you to the deal screen on the left half of the screen. (s7BFIELDS(s0B The (s7Bloan(s0B (s7Bamount(s0B is in dollars and is the total loan at the time of purchase of the vehicle being traded in. (s7BTotal(s0B (s7Bnumber(s0B (s7Bof(s0B (s7Bpayments(s0B is the term of the original contract. (s7BNumber(s0B (s7Bof(s0B (s7Bpayments(s0B (s7Bmade(s0B is the number of payments already made by the customer. (s7BAmount(s0B (s7Bof(s0B (s7Bpayments(s0B is measured in dollars. July 30, 2001 page 38 (s7BDEAL(s0B (s7BENHANCEMENTS--SERVICE(s0B (s7BCONTRACT(s0B (s7BCOMPARISON(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-18:(s0B (s7BSERVICE(s0B (s7BCONTRACT(s0B (s7BCOMPARISON(s0B (s7BPAGE(s0B (s7B1(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | SERVICE CONTRACT COMPARISON STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | CONTRACT COST: ____500 LENGTH: 36_ 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 |SERVICE CONTRACT COST 500.00 2 PAYOFF: _____0.00 |******** DEPOSIT: _____0.00 |REPLACE ENGINE 2000.00 3 DOWN PAYMENT: _____0.00 |*********************************** TOTAL TAXES & FEES 178.77 |REPLACE TRANMISSION 1500.00 ________________________: _____0.00 |************************** 4 SERVICE CONTRACT: ___500.00 |REPLACE DIFFERENTIAL DOC. FEE: _____0.00 |*********************** LUXURY TAX: _____0.00 |REBUILD ENGINE TAX RATE: _0.00% TAX _____0.00 |*********************** OTHER RATE: _0.00% OTHER 0.00 |REPLACE AIR CONDITIONER 900.00 5 A.P.R.: 10.0000% F.C. 2518.48 |**************** PREPAID F.C.: ____25.00 | 6 NUMBER OF PAYMENTS: _36 | PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F2=NEW VEHICLES,F4=USED VEHICLES, | ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BPURPOSE(s0B The service contract comparison shows the cost of a service contract versus the cost of major repairs. It also compares the daily cost of the service contract versus normal daily expenses. Jarvis Computer Software cannot possibly keep up with typical repair costs or cost of normal daily purchases (because it is not our business). The figures and items used on these screens are contained in a disk file called "frm/war.fi" (warranty comparison). You are encouraged to change the figures and items to suit your liking using a standard text editor. Use restaurant, business, or newspaper names that personalize the presentation to your community. Use standard shop labor rates and hours and parts pricing to compute costs of repairs (please see Appendix 2). July 30, 2001 page 39 _____________________________________________________________ (s7BScreen(s0B (s7B2-19:(s0B (s7BSERVICE(s0B (s7BCONTRACT(s0B (s7BCOMPARISON(s0B (s7BPAGE(s0B (s7B2(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | SERVICE CONTRACT COMPARISON STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | CONTRACT COST: ____500 LENGTH: 36_ 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 |SERVICE CONTRACT COST/DAY 0.46 2 PAYOFF: _____0.00 |******* DEPOSIT: _____0.00 |1 PACK CIGARETTES 2.00 3 DOWN PAYMENT: _____0.00 |************************************ TOTAL TAXES & FEES 178.77 |1 VIDEO RENTAL 1.25 ________________________: _____0.00 |********************** 4 SERVICE CONTRACT: ___500.00 |1 BEER AT BAR 1.00 DOC. FEE: _____0.00 |****************** LUXURY TAX: _____0.00 |2 CUPS OF COFFEE 0.50 TAX RATE: _0.00% TAX _____0.00 |********* OTHER RATE: _0.00% OTHER 0.00 |1 CANDY BAR 0.45 5 A.P.R.: 10.0000% F.C. 2518.48 |******** PREPAID F.C.: ____25.00 | 6 NUMBER OF PAYMENTS: _36 | PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F2=NEW VEHICLES,F4=USED VEHICLES, | ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field. (s7BF5 (s0Bwill exit to the deal enhancement menu. (s7BF6 (s0Bwill transfer you to the deal screen on the left half of the screen. (s7BFIELDS(s0B (s7BContract(s0B (s7Bcost(s0B is the cost of the service contract in dollars. (s7BLength(s0B is the duration of the extended warranty or service contract in months. July 30, 2001 page 40 (s7BSUMMARY(s0B (s7BOF(s0B (s7BDEAL(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-20:(s0B (s7BDEAL(s0B (s7BSUMMARY(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | SUMMARY OF DEAL STATE: MN DEAL PRICE: _14786.58 | TRADE EQUITY 100.00 CUSTOMER REBATE: ___750.00 | TRADE DIFFERENCE 14686.58 1 LEASED TRADE: N TRADE: ___100.00 | DEAL BEFORE F&I 14640.35 TR 2: _____0.00 TR 3: _____0.00 | AMOUNT FINANCED 15584.48 2 PAYOFF: _____0.00 | TOTAL OF PAYMENTS 18102.96 DEPOSIT: _____0.00 | TOTAL SALE PRICE 18202.96 3 DOWN PAYMENT: _____0.00 | TOTAL TAXES & FEES 178.77 | SINGLE CREDIT LIFE 0.00 ________________________: _____0.00 | JOINT CREDIT LIFE 306.90 4 SERVICE CONTRACT: ___500.00 | ACCIDENT & HEALTH 637.23 DOC. FEE: _____0.00 | LUXURY TAX: _____0.00 | RESERVE 263.73 TAX RATE: _0.00% TAX _____0.00 | OTHER RATE: _0.00% OTHER 0.00 | 5 A.P.R.: 10.0000% F.C. 2518.48 | PREPAID F.C.: ____25.00 | 6 NUMBER OF PAYMENTS: _36 | PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F5= RETURN TO MENU. F2=NEW VEHICLES,F4=USED VEHICLES, | F6= DEAL SCREEN. ESC=SAVE DATA, F7=HELP. | F7= HELP. 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BPURPOSE(s0B (s7BOF(s0B (s7BTHE(s0B (s7BDEAL(s0B (s7BSUMMARY(s0B (s7BSCREEN(s0B The purpose of the summary screen is to give a summary of the current deal. Relevant information on the deal is displayed. (s7BTHE(s0B (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BDEAL(s0B (s7BSUMMARY(s0B (s7BSCREEN(s0B (s7BF5 (s0Bkey will return to the deal enhancement menu. (s7BF6 (s0Bkey will switch you over to the left side of the screen, the deal screen. July 30, 2001 page 41 (s7BFIELDS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BDEAL(s0B (s7BSUMMARY(s0B (s7BSCREEN(s0B There is one enterable field. The buy rate is entered the first time the summary screen is entered. Fields with their amounts displayed are trade difference, deal before F & I, amount financed, total of payments, and total sale price. Additional amounts shown are single credit life, joint credit life, accident and health, and reserve. (s7BTRADE(s0B (s7BIN(s0B (s7BINFORMATION(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-21:(s0B (s7BTRADE(s0B (s7BIN(s0B (s7BINFORMATION(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 LAST NAME: Jarvis_III__________ STATE: MN DEAL PRICE: _14786.58 FIRST NAME: Clare_______________ CUSTOMER REBATE: ___750.00 1 LEASED TRADE: N TRADE: ___100.00 STOCK #: _B90002 MAKE BUIC TR 2: _____0.00 TR 3: _____0.00 MODEL LES CUS YEAR 90 2 PAYOFF: _____0.00 BODY 4DR COLOR DKBLUE DEPOSIT: _____0.00 3 DOWN PAYMENT: _____0.00 TRADE MAKE: FORD MODEL: TAURUS__ TOTAL TAXES & FEES 182.77 YEAR: 89 MILES: _65345 ________________________: _____0.00 COMMENTS: ____________________ 4 SERVICE CONTRACT: ___500.00 ______________________________________ DOC. FEE: _____0.00 ______________________________________ LUXURY TAX: _____0.00 ______________________________________ TAX RATE: _0.00% TAX _____0.00 ______________________________________ OTHER RATE: _0.00% OTHER 0.00 ______________________________________ 5 A.P.R.: 10.0000% F.C. 2519.26 ______________________________________ PREPAID F.C.: ____25.00 6 NUMBER OF PAYMENTS: _36 PAYMENTS/YEAR: 12 DAYS TO 1st PAYMENT: _30 F3=JUMP/FKEYS,F5=MENU,F6=SWITCH F2=NEW VEHICLES,F4=USED VEHICLES, ESC=SAVE DATA, F7=HELP. 8 F1=CLEAR. PAYMENT: ___503.00 (s12H _____________________________________________________________ (s7BPURPOSE(s0B You can record the trade in information using this screen. This action completes your notes on the deal and allows future deal making by finding buyers for the trades (see "New, Used, & Trade Locator"). July 30, 2001 page 42 (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bclears the current field under the cursor. (s7BF2 (s0Bbrings up new vehicles inventory. (s7BF4 (s0Bbrings up used vehicles inventory. (s7BF5 (s0Breturns you to the deal enhancement menu. (s7BF6 (s0Btransfers you to the deal screen on the left half of the screen. (s7BFIELDS(s0B The fields are self-explanatory. July 30, 2001 page 43 (s7BREBATE(s0B (s7BINFORMATION(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-22:(s0B (s7BREBATE(s0B (s7BINFORMATION(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 REBATE INFORMATION STATE: MN DEAL PRICE: _14786.58 CUSTOMER REBATE: ___750.00 1 LEASED TRADE: N TRADE: ___100.00 MAKE: BUIC TR 2: _____0.00 TR 3: _____0.00 MODEL: LES_CUS_ 2 PAYOFF: _____0.00 DEPOSIT: _____0.00 DESCRIPTION: 4% APR OR $1500 3 DOWN PAYMENT: _____0.00 FOR STUDENTS_______________________ TOTAL TAXES & FEES 178.77 ___________________________________ ________________________: _____0.00 ___________________________________ 4 SERVICE CONTRACT: ___500.00 ___________________________________ DOC. FEE: _____0.00 LUXURY TAX: _____0.00 EFFECTIVE DATE: 01-01-1992 TAX RATE: _0.00% TAX _____0.00 OTHER RATE: _0.00% OTHER 0.00 EXPRIRATION DATE: 07-04-1992 5 A.P.R.: 10.0000% F.C. 2518.48 PREPAID F.C.: ____25.00 6 NUMBER OF PAYMENTS: _36 PAYMENTS/YEAR: 12 F1=CLEAR CURRENT FIELD, F5=EXIT, DAYS TO 1st PAYMENT: _30 F2=NEXT, F4=PREVIOUS, F3=JUMP/FKEYS,F5=MENU,F6=SWITCH ESC=SAVE DATA. F2=NEW VEHICLES,F4=USED VEHICLES, ESC=SAVE DATA, F7=HELP. 8 F1=CLEAR. PAYMENT: ___502.86 (s12H _____________________________________________________________ (s7BPURPOSE(s0B (s7BOF(s0B (s7BTHE(s0B (s7BREBATE(s0B (s7BINFORMATION(s0B (s7BSCREEN(s0B The purpose of the rebate screen is to store existing rebates. You may browse through available rebates. (s7BTHE(s0B (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BREBATE(s0B (s7BINFORMATION(s0B (s7BSCREEN(s0B (s7BF1 (s0Bclears the current field. (s7BF5 (s0Bwill return to the deal enhancement menu. (s7BF2 (s0Bbrings up the next available rebate for the given make, and the F4 key brings up the previous rebate. (s7BESC (s0Bwill save the data on the screen. If you press F5 before ESC, your data will not be saved upon exiting. July 30, 2001 page 44 (s7BFIELDS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BREBATE(s0B (s7BINFORMATION(s0B (s7BSCREEN(s0B The first enterable field is the make field. Once the make is entered, you can use the F2 and F4 keys to browse through available rebates. (s7BHEALTH(s0B (s7B&(s0B (s7BLIFE(s0B (s7BCOMPARISON(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-23:(s0B (s7BHEALTH(s0B (s7B&(s0B (s7BLIFE(s0B (s7BCOMPARISON(s0B (s17H PHONE NUMBER: (507) 454-2575 CODE: 01 | HEALTH & LIFE INSURANCE COMPARISON STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | CONTRACT COST: ____944 LENGTH: 36_ 1 LEASED TRADE: N TRADE: ___100.00 | TR 2: _____0.00 TR 3: _____0.00 |INSURANCE CONTRACT COST/DAY 0.87 2 PAYOFF: _____0.00 |******** DEPOSIT: _____0.00 |1 CAR MAGAZINE 3.75 3 DOWN PAYMENT: _____0.00 |*********************************** TOTAL TAXES & FEES 178.77 |1 PACK CIGARETTES 2.00 ________________________: _____0.00 |******************* 4 SERVICE CONTRACT: ___500.00 |1 VIDEO RENTAL 1.25 DOC. FEE: _____0.00 |*********** LUXURY TAX: _____0.00 |1 BEER AT BAR 1.00 TAX RATE: _0.00% TAX _____0.00 |*********** OTHER RATE: _0.00% OTHER 0.00 |2 CUPS OF COFFEE 0.50 5 A.P.R.: 10.0000% F.C. 2518.48 |********* PREPAID F.C.: ____25.00 |1 CANDY BAR 0.45 6 NUMBER OF PAYMENTS: _36 |**** PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F2=NEW VEHICLES,F4=USED VEHICLES, | ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | (s12H _____________________________________________________________ (s7BPURPOSE(s0B The comparison illustrates the small daily cost of health and life insurance. The items that are being compared are in a data file called "ahcl.fi". This file may be edited using the edit menu of the Master Menu. You are encouraged to use items that make sense to you. July 30, 2001 page 45 (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field under the cursor. (s7BF5 (s0Breturns you to the deal enhancement menu. (s7BF6 (s0Btransfers you to the deal screen on the left side of the screen. (s7BFIELDS(s0B Contract cost is the cost of the insurance contract in dollars. Length is the duration of the payments in months. (s7B2.6.(s0B (s7BCALCULATOR(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-24:(s0B (s7BCALCULATOR(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 654.56+ STATE: MN DEAL PRICE: _14786.58 654.56 CUSTOMER REBATE: ___750.00 123.45+ 1 LEASED TRADE: N TRADE: ___100.00 778.01 TR 2: _____0.00 TR 3: _____0.00 0.00- 2 PAYOFF: _____0.00 778.01 DEPOSIT: _____0.00 34.56+ 3 DOWN PAYMENT: _____0.00 812.57 TOTAL TAXES & FEES 182.77 75.00- ________________________: _____0.00 737.57 4 SERVICE CONTRACT: ___500.00 + DOC. FEE: _____0.00 LUXURY TAX: _____0.00 TAX RATE: _0.00% TAX _____0.00 OTHER RATE: _0.00% OTHER 0.00 5 A.P.R.: 10.0000% F.C. 2519.26 PREPAID F.C.: ____25.00 6 NUMBER OF PAYMENTS: _36 PAYMENTS/YEAR: 12 DAYS TO 1st PAYMENT: _30 F3=JUMP/FKEYS,F5=MENU,F6=SWITCH F2=NEW VEHICLES,F4=USED VEHICLES, ESC=SAVE DATA, F7=HELP. 8 F1=CLEAR. PAYMENT: ___503.00 (s12H _____________________________________________________________ (s7BPURPOSE(s0B July 30, 2001 page 46 This is a highly accurate, fast, general purpose calculator. It can be used for many purposes and is limited only by you. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF5 (s0Bexits from the program. (s7BFIELDS(s0B This program has no real fields. You can enter numbers or operators at any time. (s7BUSE(s0B The program accumulates the results of calculations and displays the answer. Every process affects the previous answer, so you must load your first answer. To multiply 3 by 4, you must first make 3 the answer. So press 3 and then press +. In effect, you have added 0 + 3. The answer is now 3. Now press 4 and then press *. The answer is now 12. (s7BCLEAR(s0B (s7BANSWER(s0B To clear the answer, either press DEL or press * twice. (s7BCHANGE(s0B (s7BPLACES(s0B (s7BOR(s0B (s7BPRECISION(s0B The program starts in the dollars and cents mode. It assumes that you have two places to the right of the decimal. If you press 1 0 0 and + you get 1.00. To move out of the dollars and cents mode, press a single digit from 0 through 7 and then press "P" (for precision or places). Now 1 0 0 and + would yield 100. Do the same thing to go back into dollars and cents mode. (s7BCHANGE(s0B (s7BSIGN(s0B To multiply or divide by a negative number, first enter the number and then press "C" (for change sign). Now press the * or / as appropriate. July 30, 2001 page 47 (s7BEXAMPLES(s0B Markup a $3.45 part by 67%. Press DEL to clear the answer. Press "1.67+". The answer is now 1.67. Next press "3.45*". The answer is 5.76. Find the price per foot of a 50 foot coil of air conditioning hose that costs $75.50. Press "*" twice to clear the answer. Press "75.50+" and then press "50./". The answer of $1.51 will be displayed. Add up the prices of 1.67, 1.83, and 2.50 on an invoice. Clear the answer. Press "1.67+". Press "1.83+". Press "2.50+". The answer of $6.00 will be displayed. (s7B2.7.(s0B (s7BMANAGER'S(s0B (s7BSCREEN(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-25:(s0B (s7BMANAGER'S(s0B (s7BSCREEN(s0B (s17H !PHONE NUMBER: (715) 748-3233 CODE: UT | MANAGER'S SCREEN STATE: MN DEAL PRICE: _22973.00 | STOCK #: R98-185 CUSTOMER REBATE 0.00 | 99 DAIM FIRETRUC PAISLEY TRUK 1 LEASED TRADE: N TRADE: __1000.00 | STICKER 80000.00 TR 2: _____0.00 TR 3: _____0.00 | INVOICE 0.00 2 PAYOFF: _____5.00 | ADDON'S COST: _60000.00 DEPOSIT: _____0.00 | MARK UP: __5000.00 3 DOWN PAYMENT: _____0.00 | ACTUAL TRADE: ___500.00 TOTAL TAXES & FEES 25.00 | TRADE DIFFERENCE 64500.00 _________________________ _____0.00 | 4 SERVICE CONTRACT 0.00 | STICKER 80000.00 DOC. FEE: _____0.00 | - DISCOUNT _____0.00 LUXURY TAX: _____0.00 | - SPECIAL DISCOUNT: _____0.00 TAX RATE: _5.00% TAX __1098.65 | ========= OTHER RATE: _0.00% OTHER 0.00 | DEAL PRICE 80000.00 5 A.P.R.: 10.9000% F.C. 6050.01 | - TRADE _15500.00 PREPAID F.C.: _____0.00 | ========= 6 NUMBER OF PAYMENTS: _48 | TRADE DIFFERENCE 64500.00 PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _45 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F1=CLEAR CURRENT FIELD, F2=NEW VEHICLES,F4=USED VEHICLES, | F5=ENHANCEMENT MENU, ESC=SAVE DATA, F7=HELP. | F6=TRANSFER TO DEAL. 8 F1=CLEAR. PAYMENT: ___643.15 | (s12H _____________________________________________________________ (s7BPURPOSE(s0B (s7BOF(s0B (s7BMANAGER'S(s0B (s7BSCREEN(s0B July 30, 2001 page 48 The purpose of the manager's screen is to systematically and accurately determine the deal price and the trade in allowance. This screen insures that profit margins are met. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BMANAGER'S(s0B (s7BSCREEN(s0B (s7BF1 (s0Bclears the current field. (s7BF5 (s0Bwill return to the deal enhancement menu. (s7BF6 (s0Bserves to transfer the deal price and trade allowance to the left half of the deal screen. The top portion of the manager's screen is blanked to prevent the customer from seeing the markup or cost of the vehicle. (s7BFIELDS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BMANAGER'S(s0B (s7BSCREEN(s0B The stock number is the first enterable field. The information about this vehicle is retrieved from the inventory data base. The sticker price and cost of the vehicle are displayed. A desired markup field is entered. The markup is added to the invoice, or cost of the vehicle. The new trade difference and deal price is computed. If a dollar value is entered for actual value of trade, then any discount previously computed is assigned to trade allowance instead. If the actual value of trade is omitted, then the discount from sticker is assigned to the deal price. Finally, a special discount can be allowed. This may be necessary to bring the price of the vehicle to advertising price or as the last step in negotiation. (s7B2.8.(s0B (s7BCHANGE(s0B (s7BDEAL(s0B (s7BPHONE(s0B (s7BNUMBER(s0B July 30, 2001 page 49 _____________________________________________________________ (s7BScreen(s0B (s7B2-26:(s0B (s7BCHANGE(s0B (s7BPHONE(s0B (s7BNUMBER(s0B (s17H !PHONE NUMBER: (715) 748-3233 CODE: UT CHANGE DEAL PHONE NUMBER STATE: MN DEAL PRICE: _25500.00 CUSTOMER REBATE 0.00 1 LEASED TRADE: N TRADE: _12000.00 OLD (715) 748-3233 UT TR 2: _____0.00 TR 3: _____0.00 2 PAYOFF: __5622.87 NEW (___) 000-0000 __ DEPOSIT: _____0.00 3 DOWN PAYMENT: _____0.00 TOTAL TAXES & FEES 25.00 _________________________ _____0.00 4 SERVICE CONTRACT 0.00 F1 = CLEAR CURRENT FIELD, DOC. FEE: _____0.00 F5 = EXIT, LUXURY TAX: _____0.00 ESC = CHANGE PHONE NUMBER. TAX RATE: _5.00% TAX ___675.00 OTHER RATE: _0.00% OTHER 0.00 5 A.P.R.: 10.9000% F.C. 5072.65 PREPAID F.C.: _____0.00 6 NUMBER OF PAYMENTS: _48 PAYMENTS/YEAR: 12 DAYS TO 1st PAYMENT: _30 F3=JUMP/FKEYS,F5=MENU,F6=SWITCH F2=NEW VEHICLES,F4=USED VEHICLES, ESC=SAVE DATA, F7=HELP. 8 F1=CLEAR. PAYMENT: ___549.25 (s12H _____________________________________________________________ (s7BPURPOSE(s0B (s7BOF(s0B (s7BTHE(s0B (s7BCHANGE(s0B (s7BPHONE(s0B (s7BNUMBER(s0B (s7BSCREEN(s0B The purpose of the change phone number screen is to change the phone number or code of the buyer for the deal. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BCHANGE(s0B (s7BPHONE(s0B (s7BNUMBER(s0B (s7BSCREEN(s0B (s7BF1 (s0Bclears the current field. (s7BF5 (s0Breturns to the deal enhancement menu. (s7BESC (s0Bsaves the new phone number. If you do not press ESC before you exit with F5, the new number will not be saved. July 30, 2001 page 50 (s7BFIELDS(s0B (s7BOF(s0B (s7BTHE(s0B (s7BCHANGE(s0B (s7BPHONE(s0B (s7BNUMBER(s0B (s7BSCREEN(s0B The old phone number is displayed in the first field. The only enterable field is the new phone number, including the area code, number, and special code. The special code differentiates deals from the same business or household. It may be left blank. (s7BDEAL(s0B (s7BENHANCEMENTS--SIMPLE(s0B (s7BRULE(s0B (s7B78(s0B (s7BREFUND(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2-27:(s0B (s7BSIMPLE(s0B (s7BRULE(s0B (s7B78(s0B (s7BREFUND(s0B (s17H PHONE NUMBER: (507) 452-1111 CODE: 11 | SIMPLE RULE 78 REFUND STATE: MN DEAL PRICE: _14786.58 | CUSTOMER REBATE: ___750.00 | 1 LEASED TRADE: N TRADE: ___100.00 | LIFE PREMIUM: ___200.00 TR 2: _____0.00 TR 3: _____0.00 | A & H PREMIUM: ___150.00 2 PAYOFF: _____0.00 | DEPOSIT: _____0.00 | CONTRACT DATE: 01-01-1998 3 DOWN PAYMENT: _____0.00 | TERMINATION DATE: 02-01-1999 TOTAL TAXES & FEES 178.77 | TERM: _36 ________________________: _____0.00 | 4 SERVICE CONTRACT: ___500.00 | DOC. FEE: _____0.00 | PAYMENTS MADE 13 LUXURY TAX: _____0.00 | REMAINNING 23 TAX RATE: _0.00% TAX _____0.00 | OTHER RATE: _0.00% OTHER 0.00 | LIFE REFUND 82.88 5 A.P.R.: 10.0000% F.C. 2518.48 | A & H REFUND 62.16 PREPAID F.C.: ____25.00 | ========= 6 NUMBER OF PAYMENTS: _36 | TOTAL REFUND 145.05 PAYMENTS/YEAR: 12 | DAYS TO 1st PAYMENT: _30 | F3=JUMP/FKEYS,F5=MENU,F6=SWITCH | F2=NEW VEHICLES,F4=USED VEHICLES, | ESC=SAVE DATA, F7=HELP. | 8 F1=CLEAR. PAYMENT: ___502.86 | F1=CLEAR FIELD, F5=RETURN TO MENU. (s12H _____________________________________________________________ (s7BPURPOSE(s0B Simple Rule 78 Refund is a method of computing life & a&h payoffs that uses the sum-of-the-years-digits. Some states do not allow the rule of 78 and require actuarial methods. Be sure to use the correct method. July 30, 2001 page 51 (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BF1 (s0Bwill clear the current field under the cursor. (s7BF5 (s0Breturns you to the deal enhancement menu. (s7BFIELDS(s0B The Life Premium & A&H Premium is in dollars and is the total premium at the time of purchase of the vehicle being traded in. The Contract Date is the date of the start of the contract. The Termination Date is date you terminated the life & a&h insurance. The Term is term of the contract. (s7BDELETE(s0B (s7BDEAL(s0B You may delete the deal currently displayed on the screen. Please note that YOU MUST HAVE THE DEAL TO BE DELETED ON THE SCREEN. (s7B2.9.(s0B (s7BCONTRACT(s0B (s7BFUNCTION(s0B (s7BKEYS(s0B The function keys at the top or side of the keyboard have the following functions. (s7BStandard(s0B (s7Bfunctions:(s0B (s7BF1 (s0Bclears the data entry field under the cursor. (s7BF2 (s0Blinks to new vehicle data entry. (s7BF4 (s0Blinks to used vehicle data entry. (s7BF5 (s0Breturns the system to the Master Menu. July 30, 2001 page 52 _____________________________________________________________ (s7BScreen(s0B (s7B2-28:(s0B (s7BCONTRACT(s0B (s17H STK #: 8201 CUST. PHONE NUMBER: (507) 454-2575 CODE: 01 11-04-92 TITLE FIRS