The Company setup module allows you to customize the program for your specific business.

The Company tab is where you enter your company name, address, phone number and starting stock number. You dealer number , which may be required on some of the sales forms, is also entered here. If you use an auction service, you can enter your unique auction name in this tab.

The Setup tab is where your starting numbers for customers, deals and paths to pictures is stored. This is also where you store the deal defaults such as your tax rates, etc.

The Forms tab allows you to preset all the sales forms that you will use in the Deal module. Click the drop down to select the form for each type of sales form.

There is also a custom reports by code section that allows you to save certain reports to the different modules such as specific custom reports that show up in your inventory screens. The number in parenthesis ( ) should be coded to those reports that you add to the system using the button that says [Click for Report Editor]. This may require a call to tech support for the first attempt at setup.

The Report Editor button in the lower part of this form will bring up the report editor module. This module will allow you to change and edit any of the reports, labels or forms that print in Sales Manager.

The Custom tab contains the FTP path, assigned by your web hosting provider, and the Disclaimer of the Credit forms as well as a place to add your different forms of accepted payments and Account types. The list of Custom inventory fields on the lower left are designed to allow you to assign your own names for 8 of the fields that display in the inventory and deal screens such as Custom 1, our system calls it Vin2, but you may want to call it Engine.

The Users tab is where you can setup your users with different access levels. A level of 10 allows full access and anything lower restricts deletion or viewing of certain cost, prices and vendor information.

The Options tab allows you to enter the Vehicle options that you want to appear as the additional or custom options available on your inventory. The drop down button in the Vehicles Module under Options will display these choices. We offer this so that custom window stickers or reports can be generated by the end-user.

The Station tab allows you to customize what modules are available to what systems in your network. This is useful when you do not want the company financials to ever appear on a salesman's system, no matter the user level.

The Location tab allows you to create lots or locations that you can assign your inventory to.

The Internet tab allows you to setup you system to upload your inventory to your website. This is where you store your ftp address, user name and passwords as well as the path to where the data is stored on your local system. If you plan on updating your website with this system, please make sure you have a local c:\sales32\internet folder and that all the contents of the servers internet folder are duplicated here.

Quick Steps to Setup.

Step 1
Click the File Open selection on the menu. The 'Choose a Document to Open' window will appear:

Step 2
Select Company Setup from the browse window and click Ok.

Step 3
The Company Setup Module will be displayed as depicted below. Enter your company information in the text boxes. Click Ok to save and exit.

Step 4
To change the Company Logo for form printing, click the User Setup tab.

Step 5
Click the top button indicated. A browse window will pop up prompting you to select the image
you wish to use as your logo. Browse to the directory and filename where your logo is stored.
Double-click on the file. The current logo will be displayed. Click Ok to save and exit.