EZ Arms Keeper. Instruction Manual. EZ Arms Keeper Instruction Manual Page 1 of 162 Copyright EZ Arms, LLC. All rights reserved.

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1 EZ Arms Keeper Instruction Manual EZ Arms Keeper Instruction Manual Page 1 of 162

2 Table of Contents Preface... 8 Overview... 8 Technical Assistance... 8 Getting Started... 9 Launch EZ Arms Keeper Program... 9 New Acquisition Adding a FFL Contact Adding a Non FFL Contact New Disposition Features Creating a New File Bound Book Creating a New SQL Server Bound Book Opening an Existing File Bound Book Opening an Existing SQL Server Bound Book Closing a Bound Book Password Protecting a File Bound Book Manually Backing up a Bound Book Importing Acquisitions and Dispositions Exporting Acquisitions and Dispositions Importing Contacts Exporting Contacts Editing an Existing Contact Find an existing Acquisition Disposition Edit Details EZ Arms Keeper Instruction Manual Page 2 of 162

3 History Print Firearm Label Print Acquisition Receipt Void Firearm Copy Grid Copy Contact Info Find an existing Contact New FFL Contact New Non FFL Contact Edit Details History Delete Copy Grid Copy Contact Info Find an existing Disposition Edit Details History Print Firearm Label Print Disposition Receipt Void Disposition Edit e4473 Form e4473 Form Details Copy Grid Copy Contact Info Find a pending e4473 Form (via Find Disposition) EZ Arms Keeper Instruction Manual Page 3 of 162

4 Find 4473 Form (via Find e4473 Form) Details Edit Copy Grid Copy Contact Info Electronic 4473 Form Electronic Form (Multiple Handgun Sale) Advanced Features Create Multiple Acquisitions at the Same Time Non-Sequential Serial Number Generation Sequential Serial Number Generation Disposition Multiple Acquisitions at the Same Time Create Multiple Acquisitions and Disposition at the Same Time Print Firearm Label Kiosk Mode SQL Server Bound Book Installing / Configuring Microsoft SQL Server for EZ Arms Keeper SQL Server Bound Book Types Multiple Users / Application Roles Creating a database user Licensing Options General Tab Software Update Options Check for Updates Data Entry Text Case Show Open Bound Book Filename on Main Screen EZ Arms Keeper Instruction Manual Page 4 of 162

5 Show Acquisition Count on Main Screen Auto Save Local Copy of Bound Book on Exit Store Time Stamps in Coordinated Universal Time (UTC) Enforce Firearm Uniqueness by Manufacturer and Serial Number Auto Populate Firearm Info Based on Model Default Bound Book Type Max Number of Recent Bound Book Entries Customization Code Reminders Serial Number Generation Default Settings Prompts FFL Settings Federal Firearms Licensee (FFL) Number Print Acquisition Receipt Print Disposition Receipt eforms Settings e4473 Settings e Settings ep-12 Settings Backup Settings Memorized Lists Printer Settings Firearm Label Settings Report Settings Bound Book and Disposition Report Settings Miscellaneous Report Settings Advanced Settings EZ Arms Keeper Instruction Manual Page 5 of 162

6 Require Transfer to FFL Require Transfer to FFL User Defined Fields Settings Server Information Logon Information From Test Settings Recent Exit Reporting Bound Book Disposition Report Current Inventory Inventory Reconcile Firearm Summary Firearm Trace Forms Firearms Transaction Record Over-The-Counter Form Annual Firearms Manufacturing and Exportation Report Form Report of Multiple Sale of Other Disposition of Pistols and Revolvers Report of Multiple Sale or Other Disposition of Certain Rifles Help Activate Product Help Contents About EZ Arms Keeper Instruction Manual Page 6 of 162

7 Technical Support Check for Updates Frequently Asked Questions (FAQ) Q: How do I active my copy of EZ Arms Keeper? Q: Why am I not able delete acquisition(s) / contact(s) / or disposition(s)? Q: How many files (bound books) can I create? Q: What is the bound book file size limit? Q: How many acquisitions / dispositions are allowed in a file? Q: Are there any restrictions on the age of acquisitions / dispositions that can be entered? Can I enter historical information? Q: How many records per firearm are allowed? Q: Will I be able to upgrade EZ Arms Keeper to a new version? Q: Will I lose my data during an upgrade? Q: How do I get help / assistance? Q: Can I export the data? Q: Does EZ Arms Keeper require internet access Q: What do I do with my existing bound book data? Q: Is any of my bound book information sent / shared with the ATF? Q: Can I store my bound book on a server (network file location)? Q: I am unable to Upgrade EZ Arms Keeper from a previous version to a new version EZ Arms Keeper Instruction Manual Page 7 of 162

8 Preface Overview EZ Arms Keeper is a simple and intuitive software application that replaces the need for a physical bound book. EZ Arms Keeper satisfies the Bureau of Alcohol, Tobacco, Firearms and Explosives (AFT) records required for firearms licensees ruling , , , , and requirements for licensed manufactures dealers and importers. EZ Arms Keeper makes handling Acquisitions and Dispositions quick and easy by automating many of the time-consuming tasks that are required of physical bound book users. EZ Arms Keeper integrates seamlessly with the ATF s FFLeZCheck Federal Firearms License Search and FBI NICS E-Check. EZ Arms Keeper takes the complexity out of 4473 and forms by providing an electronic version that validates the data entered. EZ Arms Keeper offers backup / searching / and reporting features allowing you and your staff to spend less of their time on paper work and more time on your business. Technical Assistance Obtain technical assistance from the following: EZ Arms Keeper Technical Support support@ezarmskeeper.com EZ Arms Keeper Instruction Manual Page 8 of 162

9 Getting Started Launch EZ Arms Keeper Program 1) Click on the EZ Arms Keeper shortcut found on the Start menu All Programs EZ Arms Keeper EZ Arms Keeper EZ Arms Keeper Instruction Manual Page 9 of 162

10 New Acquisition 1) Click on the Acquisition->New Acquisition menu item. EZ Arms Keeper Instruction Manual Page 10 of 162

11 Enter the firearm information. EZ Arms Keeper Instruction Manual Page 11 of 162

12 2) The Acquisition Date is defaulted to the current date. Change the Acquisition Date as needed. Select a contact from the Received From drop down box. If the contact does not exist in the drop down box, click the button to add a new contact. See adding a contact. EZ Arms Keeper Instruction Manual Page 12 of 162

13 3) If this is an Acquisition only transaction click the Save button. If this is an Acquisition / Disposition transaction click the button. See New Disposition. 4) Click the Yes button. EZ Arms Keeper Instruction Manual Page 13 of 162

14 Adding a FFL Contact 1) Click on the Contact->New FFL Contact menu item. 2) Enter or paste in the Federal Firearms License (FFL) number. Note: This will automatically fill in most of the contact information by retrieving this information from the ATF s FFLeZCheck Federal Firearms License Search web page. (Note: This feature requires Internet access to automatically fill in the FFL information. If internet access is not available, you will see an error referring to the internet access but you will be able to manually enter the FFL information) EZ Arms Keeper Instruction Manual Page 14 of 162

15 3) By default, contacts are listed in the Received From and Sold To lists on different forms. If you do not want this contact to show up in one or other lists, then uncheck the corresponding box. 4) Click the Yes button. 5) Click the No button. EZ Arms Keeper Instruction Manual Page 15 of 162

16 6) The contact has been added. Adding a Non FFL Contact 1) Click on the Contact->New Non FFL Contact menu item. 2) Fill in the contacts information. EZ Arms Keeper Instruction Manual Page 16 of 162

17 3) By default, the contact will be show in the Received From and Sold To lists on different forms. If you do not want this contact to show up in one or other lists, then uncheck the corresponding box. 4) If the contact is a Government Agency that is not required to fill out a 4473 Form, select the 4473 Exempt check box. 5) Click the Yes button. 6) Click the No button. EZ Arms Keeper Instruction Manual Page 17 of 162

18 7) The contact has been added. New Disposition 1) Click on the Disposition->New Disposition menu item. Note: This will bring up a Find Acquisition search form. This form allows you to find a pending Acquisition to Disposition. 2) By default, the only search field available is searching by Serial Number. However, if you click on Show Advanced Find Options you can search by other options. EZ Arms Keeper Instruction Manual Page 18 of 162

19 Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. Some but not all options operate on 1 or more rows. For instance, Disposition, Print Firearm Label, Void Firearm, and Copy Grid. EZ Arms Keeper Instruction Manual Page 19 of 162

20 3) Enter search criteria and click the button. EZ Arms Keeper Instruction Manual Page 20 of 162

21 4) Select the proper Acquisition from the grid and click the button. Note: You can also double click the row. EZ Arms Keeper Instruction Manual Page 21 of 162

22 Note: Acquisition Notes are copied into the Disposition Notes by default. 5) Edit the disposition notes if needed. 6) Change the Disposition Date if needed. 7) Select a contact from the Sold To drop down box. If the contact does not exist in the drop down box, click the button to add a new contact. See adding a contact. 8) If you are considered the final manufacturer of this firearm, then check the Final Manufacturer checkbox. Note: By checking the Final Manufacturer checkbox it allows you to track firearms that need to be reported on the ATF s Annual Firearms Manufacturing and Exportation Report. To get the counts for the ATF s report you can run the Firearm Summary report. See Firearm Summary report. 9) If this firearm has been repaired check the Repaired Firearm checkbox. If the Contact is a NonFFL Contact and the Acquisition Contact is the same as the Disposition, then the e4473 Wizard is not launched after the Disposition. This checkbox has no effect on FFL Contacts but can be used to track repaired firearms. 10) If this firearm has been replaced check the Replaced Firearm checkbox. If the Contact is a NonFFL Contact the e4473 Wizard will not be launched after the Disposition. This checkbox has no effect on FFL Contacts but can be used to track repaired firearms. EZ Arms Keeper Instruction Manual Page 22 of 162

23 11) Click the Save button. 12) Click the Yes button. 13) If you are dispositioning this firearm to a Non FFL Contact then the electronic 4473 (e4473) form will be launched. Note: This feature is enabled / disabled in File->Options->e4473 Settings If you enable Prompt for the e4473 Data Entry Mode then you will be prompted if you want to fill out the Buyer and Seller or Seller Only sections of the e4473 Form or to Skip entering data into the form. You might skip entering the data if the contact is exempt from having to fill out a 4473 form like law enforcement or government agencies. EZ Arms Keeper Instruction Manual Page 23 of 162

24 12) Follow the wizard and fill out the Electronic 4473 form. Features Creating a New File Bound Book 1) Click on File-> New menu item. EZ Arms Keeper Instruction Manual Page 24 of 162

25 2) Choose the File bound book type. 3) Click the button to choose the new bound book file location / name. 4) Enter the file name in the text box that you would like to create. Note: The file location can be a network file location. A network bound book file can be shared with EZ Arms Keeper installed on other computers. 5) Click the Save button. Note: You have now created a new file bound book and it is automatically selected as the current file in the EZ Arms Keeper program. Creating a New SQL Server Bound Book 1) Click on File-> New menu item. EZ Arms Keeper Instruction Manual Page 25 of 162

26 2) Choose the Microsoft SQL Server bound book type. 3) Enter the Microsoft SQL Server Name. If you select <Browse for more > from the Server Name list box then EZ Arms Keeper will query the network for Microsoft SQL Server instances. If you would like your SQL Server instance to be returned in this query, then on the machine that the Microsoft SQL Server is installed make sure the SQL Server Browser service is started and running. EZ Arms Keeper Instruction Manual Page 26 of 162

27 4) Choose the authentication model. There are two types of authentication Normal and Advanced. If Advanced Authentication is not selected, then it uses the same authentication model as the File Bound Book type that allows a single optional password to protect the bound book. If Advanced Authentication is selected, then the authentication model is a multiple user / role based security model. Note: The authentication model is not allowed to be changed after the bound book is created. Normal Authentication Model: EZ Arms Keeper Instruction Manual Page 27 of 162

28 Advanced Authentication Model: 5) Choose the Method to authenticate to the SQL Server and specify the credentials. There are two methods Windows Authentication or SQL Server Authentication. Note: When creating a new bound book, the user specified must have at minimum the ALTER ANY LOGIN and CREATE ANY DATABASE permissions. 6) Specify the Bound Book Name. The bound book name will be the name of the database that will be created on the specified SQL Server. EZ Arms Keeper Instruction Manual Page 28 of 162

29 7) If using Normal Authentication, then an optional Bound Book Password can be specified. Note: You have now created a new SQL bound book and it is automatically selected as the current bound book in the EZ Arms Keeper program. Opening an Existing File Bound Book 1) Click on File-> Open menu item. 2) Use the Open File dialog to select the file (Bound Book) that you would like to open. Note: You can select a bound book from a network location. This allows EZ Arms Keeper installed on other computers to share the same bound book. EZ Arms Keeper Instruction Manual Page 29 of 162

30 3) Click the Open button. Opening an Existing SQL Server Bound Book 1) Click on File-> Open menu item. 2) Choose the Microsoft SQL Server bound book type. EZ Arms Keeper Instruction Manual Page 30 of 162

31 3) Enter the Microsoft SQL Server Name. If you select <Browse for more > from the Server Name list box then EZ Arms Keeper will query the network for Microsoft SQL Server instances. If you would like your SQL Server instance to be returned in this query then on the machine that the Microsoft SQL Server is installed make sure the SQL Server Browser service is started and running. 8) Choose the authentication model. There are two types of authentication Normal and Advanced. If Advanced Authentication is not selected, then it uses the same authentication model as the File Bound Book type that allows a single optional password to protect the bound book. If Advanced Authentication is selected, then the authentication model is a multiple user / role based security model. Note: The authentication model is not allowed to be changed after the bound book is created. Normal Authentication Model: EZ Arms Keeper Instruction Manual Page 31 of 162

32 Advanced Authentication Model: 9) Choose the Method to authenticate to the SQL Server and specify the credentials. There are two methods Windows Authentication or SQL Server Authentication. Note: This step is only required if using Advanced Authentication. EZ Arms Keeper Instruction Manual Page 32 of 162

33 10) Specify the Bound Book Name. If you select <Browse for more > from the Bound Book Name list box, then EZ Arms Keeper will query the Microsoft SQL Server specified in the Server Name field and populate the Bound Book Name list box with a list of the EZ Arms Keeper Bound Books that are available to be opened. EZ Arms Keeper Instruction Manual Page 33 of 162

34 11) If using Normal Authentication, then an optional Bound Book Password can be specified. Closing a Bound Book 1) Click on File-> Close menu item. Password Protecting a File Bound Book 1) Click on File->Change Password menu item. EZ Arms Keeper Instruction Manual Page 34 of 162

35 2) Enter the old password. If there is no old password then leave this field blank. 3) Enter the new password. 4) Enter the confirmation password. 5) Click the button. Manually Backing up a Bound Book 1) Click on File-> Backup menu item. EZ Arms Keeper Instruction Manual Page 35 of 162

36 2) Use the button to select a location to save backup files. This can be a local directory or one on a network mapped drive. Check the Add the date to the file name check box if you would like a date time appended to the file as seen as an example below. 3) Select the number of backup files you would like to keep in the directory. 4) Click the checkboxes for the respective backup files you would like to create. Note: The FFL format can be opened in the EZ Arms Keeper application. The CSV format can be re-imported currently into the EZ Arms Keeper application. This format is an ASCII format file that allows you to open and look at the data. Note: The CSV format does not contain any e4473 information. Therefore, it is not a complete backup of the data contained in the FFL bound book file. EZ Arms Keeper Instruction Manual Page 36 of 162

37 5) Click the button. Importing Acquisitions and Dispositions 1) Click on File->Import->Acquisitions and Dispositions menu item. EZ Arms Keeper Instruction Manual Page 37 of 162

38 2) Select a CSV file that contains a list of Acquisitions and Dispositions to import. Note: For information about the Acquisitions and Dispositions import file format download it from Acquisitions And Dispositions Template.csv CSV File Columns: Firearm Manufacturer Name Required Firearm Country Of Manufacture Optional, If not specified it will be default to United States. Firearm Model Required. Firearm Serial Number Required. Firearm Type Required. Firearm Caliber Required. Firearm User Defined Field 1 Optional, not visible unless configured via File->Options->User Defined Fields. Firearm User Defined Field 2 - Optional, not visible unless configured via File->Options->User Defined Fields. Firearm User Defined Field 3 - Optional, not visible unless configured via File->Options->User Defined Fields. Firearm User Defined Field 4 - Optional, not visible unless configured via File->Options->User Defined Fields. Acquisition Contact Name Required. Acquisition Contact Country Optional, if not specified it will be default to United States. Acquisition Contact Street Required for a non-ffl contact. Optional if FFL Number specified. If not specified and FFL Number specified info will be looked up on FFLEzCheck web site. Acquisition Contact City Required for a non-ffl contact. Optional if FFL Number specified. If not specified and FFL Number specified info will be looked up on FFLEzCheck web site. EZ Arms Keeper Instruction Manual Page 38 of 162

39 Acquisition Contact State Required for a non-ffl contact. Optional if FFL Number specified. If not specified and FFL Number specified info will be looked up on FFLEzCheck web site. Acquisition Contact Zip Code Required for a non-ffl contact. Optional if FFL Number specified. If not specified and FFL Number specified info will be looked up on FFLEzCheck web site. Acquisition Contact Phone Number Optional. Acquisition Contact Address Optional. Acquisition Contact FFL Number Required for a FFL Contact. Acquisition Contact FFL Expiration Optional if FFL Number specified. If not specified info will be looked up on FFLEzCheck web site. Acquisition Contact Note Optional. Acquisition Contact 4473 Exempt Optional. Acquisition Contact User Defined Field 1 Optional, not visible unless configured via File>Options->User Defined Fields. Acquisition Contact User Defined Field 2 - Optional, not visible unless configured via File>Options->User Defined Fields. Acquisition Contact User Defined Field 3 - Optional, not visible unless configured via File>Options->User Defined Fields. Acquisition Contact User Defined Field 4 - Optional, not visible unless configured via File>Options->User Defined Fields. Acquisition Date Required. Acquisition Note Optional. Acquisition User Defined Field 1 Optional, not visible unless configured via File->Options->User Defined Fields. Acquisition User Defined Field 2 - Optional, not visible unless configured via File->Options->User Defined Fields. Acquisition User Defined Field 3 - Optional, not visible unless configured via File->Options->User Defined Fields. Acquisition User Defined Field 4 - Optional, not visible unless configured via File->Options->User Defined Fields. Disposition Contact Name Required if firearm is dispositioned, otherwise leave empty. Disposition Contact Country Optional if firearm is dispositioned. If Disposition Contact Name is specified and Disposition Contact Country column is not specified it will be default to United States. Disposition Contact Street Optional if firearm is dispositioned and Disposition Form 4473 Number is not specified. Otherwise required if firearm is dispositioned. Disposition Contact City Optional if firearm is dispositioned and Disposition Form 4473 Number is not specified. Otherwise required if firearm is dispositioned. Disposition Contact State Optional if firearm is dispositioned and Disposition Form 4473 Number is not specified. Otherwise required if firearm is dispositioned. Disposition Contact Zip Code Optional if firearm is dispositioned and Disposition Form 4473 Number is not specified. Otherwise required if firearm is dispositioned. Disposition Contact Phone Number Optional if firearm is dispositioned. EZ Arms Keeper Instruction Manual Page 39 of 162

40 Disposition Contact Address Optional if firearm is dispositioned. Disposition Contact FFL Number Required if firearm is dispositioned and a FFL Contact. Disposition Contact FFL Expiration Optional if FFL Number specified. If not specified info will be looked up on FFLEzCheck web site. Disposition Contact Note Optional if firearm is dispositioned. Disposition Contact 4473 Exempt Optional. Disposition Contact User Defined Field 1 Optional, not visible unless configured via File>Options->User Defined Fields. Disposition Contact User Defined Field 2 - Optional, not visible unless configured via File>Options->User Defined Fields. Disposition Contact User Defined Field 3 - Optional, not visible unless configured via File>Options->User Defined Fields. Disposition Contact User Defined Field 4 - Optional, not visible unless configured via File>Options->User Defined Fields. Disposition Date Required if firearm is dispositioned. Disposition Form 4473 Number Optional if firearm is dispositioned and contact is a Non-FFL Contact. Disposition Final Manufacturer Optional if firearm is dispositioned otherwise defaulted to false. Disposition Repaired Firearm Optional if firearm is dispositioned otherwise defaulted to false. Disposition Replaced Firearm Optional if firearm is dispositioned otherwise defaulted to false. Disposition Note Optional if firearm is dispositioned. Disposition User Defined Field 1 Optional, not visible unless configured via File->Options->User Defined Fields. Disposition User Defined Field 2 - Optional, not visible unless configured via File->Options->User Defined Fields. Disposition User Defined Field 3 - Optional, not visible unless configured via File->Options->User Defined Fields. Disposition User Defined Field 4 - Optional, not visible unless configured via File->Options->User Defined Fields. 3) Click the Open button. EZ Arms Keeper Instruction Manual Page 40 of 162

41 Exporting Acquisitions and Dispositions This will export all of the Acquisitions and Dispositions in the currently open bound book file to a.csv formatted time. Note: e4473 information is not exported. If you have e4473 information and you export the A & D information and then try to import this.csv file you will lose your e4473 information. 1) Click on the File->Export->Acquisitions and Dispositions menu item. 2) Select the file to save the A & D information to. 3) Click the Open Button Importing Contacts 1) Click on File->Import-> Contacts menu item. EZ Arms Keeper Instruction Manual Page 41 of 162

42 2) Select a CSV file that contains a list of contacts to import. Note: For information about the Contacts import file format download it from Contacts Template.csv 3) Click the Open button. EZ Arms Keeper Instruction Manual Page 42 of 162

43 Exporting Contacts This will export all of the Contacts in the currently open bound book file to a.csv formatted time 1) Click on the File->Export->Contacts menu item. 2) Select the file to save the Contacts information to. 3) Click the Open Button EZ Arms Keeper Instruction Manual Page 43 of 162

44 Editing an Existing Contact 1) There are multiple ways that a contact can be edited. a. By clicking on Contacts->Edit Contact b. By clicking on Contacts->Find Contact and then right clicking on the contact you would like to edit and selecting Edit. In this example we will showcase the Contacts->Edit Contact method. 2) Enter your search criteria. Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. 3) Click the button. EZ Arms Keeper Instruction Manual Page 44 of 162

45 4) Select the contact from the grid that you would like to edit. 5) Cli ck on the button. EZ Arms Keeper Instruction Manual Page 45 of 162

46 6) You can now modify any of the fields that you would like. 7) When you are finished click the button. 8) When prompted select yes. 9) Enter a note that describes that change that you are making. EZ Arms Keeper Instruction Manual Page 46 of 162

47 Find an existing Acquisition 1) Click on the Acquisition->Find Acquisition menu item. Note: By default, all Pending Acquisitions will be listed in the grid. 2) Enter specific text search criteria into the fields provided and then click on the button. Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. EZ Arms Keeper Instruction Manual Page 47 of 162

48 3) Select the Acquisition you are trying to find. 4) You can now right click on the selected row and choose from several options. EZ Arms Keeper Instruction Manual Page 48 of 162

49 Disposition Brings up the Disposition dialog. allowing you to disposition the Acquisition. Note: If you select multiple Acquisitions you can Disposition them in bulk to a Sold To Contact. This can save quite a bit of time. The information will be saved as you had individually Dispositioned each Acquisition. When the Name and 4473 Number Only checkbox is checked. You can enter a Non-FFL Name that is not required to be an existing contact in the system. Entering a name will automatically create a Non-FFL contact without any address information when the Disposition is saved. However, you must enter the Transferor s Transaction Serial Number (4473 Number) from the paper copy of the 4473 form or you can click the Next # button and it will automatically generate the next sequential 4473 number. In this mode, you are not prompted to fill out an e4473 Form. EZ Arms Keeper Instruction Manual Page 49 of 162

50 EZ Arms Keeper Instruction Manual Page 50 of 162

51 Edit Allows you to make changes to the Acquisition. EZ Arms Keeper Instruction Manual Page 51 of 162

52 Details Shows you a read only version of the Acquisition details. EZ Arms Keeper Instruction Manual Page 52 of 162

53 History Shows you all the changes that have been made to the Acquisition. Print Firearm Label Allows you to print a firearm label. See Print Firearm Label advanced feature. Print Acquisition Receipt Generates an Acquisition Receipt for the selected firearms. EZ Arms Keeper Instruction Manual Page 53 of 162

54 Void Firearm Allows you handle a situation where an Acquisition is never going to be able to be dispositioned because the firearm has been stolen, destroyed, lost, etc. Note: There is NO way to undo this. Copy Grid Allows you to select rows in the grid and copy the selected rows into the Windows clipboard. Copy Contact Info Allows you to select a row in the grid and copy the received from contact information into the Windows clipboard for the acquisition. Example: Mickey Mouse World Drive EZ Arms Keeper Instruction Manual Page 54 of 162

55 Orlando, FL Find an existing Contact 1) Click on the Contac t->find Contact menu item. Note: By default, all Contacts will be listed in the grid. 5) Enter specific text search criteria into the fields provided and then click on the button. Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. EZ Arms Keeper Instruction Manual Page 55 of 162

56 2) Select the Contact you are trying to find. 3) You can now right click on the selected row and choose from several options. EZ Arms Keeper Instruction Manual Page 56 of 162

57 New FFL Contact Allows creating a new FFL Contact. See Adding a FFL Contact. EZ Arms Keeper Instruction Manual Page 57 of 162

58 New Non FFL Contact Allows creating a new Non FFL contact. See Adding a Non FFL Contact. EZ Arms Keeper Instruction Manual Page 58 of 162

59 Edit Allows editing of an existing contact. See Editing an existing Contact. EZ Arms Keeper Instruction Manual Page 59 of 162

60 Details Shows a read only view of the contact information. EZ Arms Keeper Instruction Manual Page 60 of 162

61 History Shows the change history of the contact. Delete Deletes a contact that is not in use by any current or historical Acquisition or Disposition. EZ Arms Keeper Instruction Manual Page 61 of 162

62 Copy Grid Allows you to select rows in the grid and copy the selected rows into the Windows clipboard. Copy Contact Info Allows you to select a row in the grid and copy the contact information into the Windows clipboard. Example: Mickey Mouse World Drive Orlando, FL Find an existing Disposition 1) Click on the Disposition->Find Disposition menu item. Note: By default, all Dispositions will be listed in the grid. 6) Enter specific text search criteria into the fields provided and then click on the button. Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. EZ Arms Keeper Instruction Manual Page 62 of 162

63 2) Select the Disposition you are trying to find. 3) You can now right click on the selected row and choose from several options. EZ Arms Keeper Instruction Manual Page 63 of 162

64 Edit Allows you to make changes to the Disposition. EZ Arms Keeper Instruction Manual Page 64 of 162

65 Details Shows you a read only version of the Disposition details. EZ Arms Keeper Instruction Manual Page 65 of 162

66 History Shows you all the changes that have been made to the Disposition. Print Firearm Label Allows you to print a firearm label. See Print Firearm Label advanced feature. Print Disposition Receipt Generates a Disposition Receipt for the selected acquisitions. EZ Arms Keeper Instruction Manual Page 66 of 162

67 Void Disposition Allows you to undo a Disposition due to a mistake. You can only Void Dispositions that are in the Transferred state. Edit e4473 Form Allows you to edit an existing e4473 Form. e4473 Form Details Allows you to view the ATF e4473 form overlaid with the data collected from the e4473 Wizard. Copy Grid Allows you to select rows in the grid and copy the selected rows into the Windows clipboard. EZ Arms Keeper Instruction Manual Page 67 of 162

68 Copy Contact Info Allows you to select a row in the grid and copy the received from or sold to contact information into the Windows clipboard for the acquisition. Example: Mickey Mouse World Drive Orlando, FL Find a pending e4473 Form (via Find Disposition) 1) Click on the Disposition->Find Disposition menu item. 2) Select e4473pending from the status drop down. 3) Click the button. This will list all of the Dispositions that have not had the e4473 form completed. EZ Arms Keeper Instruction Manual Page 68 of 162

69 4) Select the row containing the Disposition that you would like to complete. Right click and select Edit e4473 Form. 5) Continue with the 4473 wizard. See Electronic 4473 Form for more details. Find 4473 Form (via Find e4473 Form) 1) Click on the e4473->edit e4473 Form menu item. EZ Arms Keeper Instruction Manual Page 69 of 162

70 2) Click on the button. This will list all of the e4473 Forms. or Enter specific text search criteria into the fields provided and then click on the Note: Search criteria is Case Sensitive. You can use the following wildcard characters in your search: o Percent (%) character matches zero or more characters. o Underscore (_) character matches a single character. If you right click in the grid you will be presented with additional options that you can perform on a selected item in the grid. button. EZ Arms Keeper Instruction Manual Page 70 of 162

71 3) You can now right click on the selected row and choose from several options. EZ Arms Keeper Instruction Manual Page 71 of 162

72 Details Brings up the 4473 Pdf Form for the selected row. EZ Arms Keeper Instruction Manual Page 72 of 162

73 Edit Brings up the e4473 Form Wizard for the selected row and starts where the user was last at. EZ Arms Keeper Instruction Manual Page 73 of 162

74 Copy Grid Allows you to select rows in the grid and copy the selected rows into the Windows clipboard. Copy Contact Info Allows you to select a row in the grid and copy the sold to contact information into the Windows clipboard for the disposition. Example: Mickey Mouse World Drive Orlando, FL Electronic 4473 Form The electronic 4473 wizard is launched automatically after dispositioning a firearm to a non-ffl contact. This feature is enabled by default however can be disabled by going to File->Options->e4473 Settings. There are several screens that require data entered from a buyer and the seller. Depending on the e4473 Data Mode that is configured in File->Options->e4473 Settings some of the following screens will not be seen. EZ Arms Keeper Instruction Manual Page 74 of 162

75 1) The first screen contains a warning to be read by the Buyer. 2) The next screen requires more information to be entered. Any information that can be auto populated will be. On the left-hand side of the screen additional information will be shown that pertains to the question that the user is answering. Some questions do not have any information associated with them others have a large amount of supplemental information. EZ Arms Keeper Instruction Manual Page 75 of 162

76 3) This screen requests more buyer information to be entered. EZ Arms Keeper Instruction Manual Page 76 of 162

77 4) The first screen of three Buyer Yes / No questions. In some cases, depending on questions that the user has answered previously questions to come will be disabled or the answer auto selected for the user. EZ Arms Keeper Instruction Manual Page 77 of 162

78 5) The second screen of three of buyer questions. EZ Arms Keeper Instruction Manual Page 78 of 162

79 6) The third screen of three of buyer questions. EZ Arms Keeper Instruction Manual Page 79 of 162

80 7) Buyer review screen. Allows Buyer another chance to verify they answered questions correctly. EZ Arms Keeper Instruction Manual Page 80 of 162

81 8) This screen contains the buyer certification. Once the buyer accepts then will not be able to go back and make changes to their answers. EZ Arms Keeper Instruction Manual Page 81 of 162

82 If you have selected Touch Screen / Pad or Mouse or Topaz Signature Pad in the File->Options- >e4473 Settings->Electronic Signature Capture Device your screen will look like the image below. EZ Arms Keeper Instruction Manual Page 82 of 162

83 9) This screen informs the buyer that their portion of the data entry is complete. The buyer information can either be entered by the buyer directly or by the seller asking the buyer questions directly. If the Buyer is filling out their information directly then need to stop at this point. To prevent them from going any further it is suggested that you specify a password for the Begin Seller Sections button. This can be setup by going to File->Options and selecting the e4473 Settings tab. EZ Arms Keeper Instruction Manual Page 83 of 162

84 10) Enter the Seller Password if you have previously set one up. 11) This screen requires the Seller to enter the Buyers form of identification. This information is auto populated based on the firearms that are being dispositioned. EZ Arms Keeper does NOT impose a limit on the number of firearms that can be dispositioned in a single transaction. The 4473 form it s self only allows 4 firearms to be entered on it, however EZ Arms Keeper creates an addendum page with any additional firearms on it. EZ Arms Keeper Instruction Manual Page 84 of 162

85 12) This screen asks the Seller if a NICS check needs to be performed. If either box 20 or 21 are checked then the subsequent NICSs check screens will be skipped. EZ Arms Keeper Instruction Manual Page 85 of 162

86 13) This screen shows the firearms that are being dispositioned. The 4473 requires that the Manufacturer and Importer are entered if they are different. EZ Arms Keeper only tracks the Manufacturer you must manually enter the importer if it is different from the manufacturer. EZ Arms Keeper Instruction Manual Page 86 of 162

87 14) NICS Check screen. If you get to this point, then your transaction requires a NICS check. You can either click on the Perform Online FBI NICS E-Check button or call in the NICS check on the phone ( ) at this point. If you click the button you will be taken to the E-Check web site. There is some setup required that is explained on the web page to use it to perform the online NICS E-Check. Depending on the File->Options->e4473 Settings>Background Check System will determine which online background check system is used. EZ Arms Keeper Instruction Manual Page 87 of 162

88 EZ Arms Keeper Instruction Manual Page 88 of 162

89 Note: If the information does not automatically transfer from the e4473 to the web page you can manually initiate the transfer by clicking the button in the lower left hand corner and selecting Populate Form when on the correct web page that should be populated. 15) This screen contains the NICS response. At this point, there are several different things that can happen. You can have the NICS response and proceed. Or you might be delayed at which point you should close the form and come back to the form when you get the NICS response. If you get a Denied or Cancelled response you are not finished and need to continue. EZ Arms Keeper Instruction Manual Page 89 of 162

90 16) This screen contains more NICS information. It is unlikely that you will need to fill out question 19e. After the transfer of the firearm you can edit the 4473 form and click one of the boxes in question 19e if this situation occurs. However, you will also need to find your paper copy of the 4473 form and make the same changes on the form. EZ Arms Keeper Instruction Manual Page 90 of 162

91 17) This is the Seller Certification screen. EZ Arms Keeper Instruction Manual Page 91 of 162

92 If you have selected Touch Screen / Pad or Mouse or Topaz Signature Pad in the File->Options- >e4473 Settings->Electronic Signature Capture Device your screen will look like the image below. EZ Arms Keeper Instruction Manual Page 92 of 162

93 18) This is the final screen. This screen prompts the Seller with final instructions to complete if everything was successful. If not this screen will contain contains the reason that the firearms is not allowed to be transferred and the instructions to complete. EZ Arms Keeper Instruction Manual Page 93 of 162

94 Electronic Form (Multiple Handgun Sale) The electronic wizard is launched automatically after dispositioning any two or more pistols or revolvers totaling two or more at one time or during five consecutive business days to a non-ffl contact. This feature is enabled by default however can be disabled by going to File->Options->e Settings. Completing a disposition using a e4473 contains almost all the information needed to automatically populate all of the multiple handgun sale form. 1) The first screen covers questions (1 2d). EZ Arms Keeper Instruction Manual Page 94 of 162

95 2) The second screen covers questions (3 5). 3) The third screen covers questions (6 14b). EZ Arms Keeper Instruction Manual Page 95 of 162

96 4) The last screen convers questions (15 16). EZ Arms Keeper Instruction Manual Page 96 of 162

97 Clicking on a question or tabbing / advancing to a question will update the Instructions on the left hand side of the screen with information specific to the question if it exists. The e form allows you to advance to any of the questions. Errors will appear as you advance to the next page in the Errors section of the electronic Form on the left-hand side of the screen. You can double click on any error and it will automatically take you to the location that the error exists at. EZ Arms Keeper Instruction Manual Page 97 of 162

98 On the Last Screen you need to print the form. You can preview the form at any time by clicking on the button. 3 copies of the form will be generated. 1 for the ATF, 1 for your CLEO, and one for your own records. EZ Arms Keeper Instruction Manual Page 98 of 162

99 EZ Arms Keeper Instruction Manual Page 99 of 162

100 Advanced Features Create Multiple Acquisitions at the Same Time If you are not already familiar with creating a new Acquisition, see the New Acquisition topic. 1) Follow the New Acquisition procedure until you get to the Serial Number text box. Click on the button. EZ Arms Keeper Instruction Manual Page 100 of 162

101 There are two ways you generate serial numbers (sequential and non-sequential). The default is nonsequential numbers. The mode is toggled by click the Sequential check box. Non-Sequential Serial Number Generation Non-Sequential mode is probably most useful for dealers that receive multiple firearms of the same model, manufacturer, etc. and only differ in serial number but they are not in a sequential order. Clear serial number box after adding to the list: Check this box if after typing a serial number and clicking the > button or pressing the enter key you would like the serial number box s contents to be cleared. Note: If you use a barcode scan gun and put the cursor into the serial number box you will be able to scan multiple serial number after each scan the serial number will be automatically added to the Serial Numbers list with this option enabled. You can also paste multiple serial numbers into the serial numbers box as long as this option is enabled and each serial number is on its own line in the clipboard buffer. EZ Arms Keeper Instruction Manual Page 101 of 162

102 Serial Number: Any serial number that you want to enter for the firearm. Serial Numbers: This is a list box that shows you the serial numbers that will be used to generate the Acquisitions. Copy List: Copies the list of Serial Numbers to the Windows Clipboard. Each serial number is copied onto its own line in the Clipboard. 1) Click the button. 2) Continue with the single New Acquisition procedure. Sequential Serial Number Generation Sequential mode is probably most useful for manufactures or dealers that receive sequential serial number firearms. Prefix: If the serial number contains a prefix you can enter it in this field. Suffix: If the serial number contains a suffix you can enter it in this field. # of Digits: The number of numerical digits in the serial number this excludes the prefix and suffix assuming the prefix / suffix are numeric. Pad with Zero s: Determines if the serial number is padded with zeros. 4-digit serial number No zeros: 9 Padded with Zeros: 0009 Start From: The first serial number value to generate. End With: The last serial number value to generate. Next: Optional button, Adds the next serial number to the serial numbers list and increments the end with serial number. Skip Next: Optional button, Adds the next serial number to the exclude text box and increments the end with serial number. EZ Arms Keeper Instruction Manual Page 102 of 162

103 Exclude: If you want to generate serial numbers 1 5 but skip 3 and 4. Then you would enter the value 3,4 in this field. Note: Do not pad the numbers with zeros. Serial Numbers: This is a list box that shows you the serial numbers that will be generated based on your selections. 3) Click the button. 4) Continue with the single New Acquisition procedure. Disposition Multiple Acquisitions at the Same Time 1) Follow the Find an existing Acquisition topic. Note: If you click the Disposition menu item this will also bring up the Find->Acquisition dialog. 2) Select the multiple Acquisitions that you would like to Disposition and right click and select the Disposition context menu item. 3) Click the Save button. EZ Arms Keeper Instruction Manual Page 103 of 162

104 4) Click Yes. Create Multiple Acquisitions and Disposition at the Same Time 1) Follow the Multiple Acquisitions at the Same Time topic 2) When you have, the Acquisition filled out click the button. See New Disposition. Print Firearm Label This feature allows printing firearm information onto a standard 2.625" x 1" label. The label includes a bar coded (Code128B) serial number. The serial number, manufacturer, model, and caliber. There are multiple ways to print a firearm label. 1) Access the New / Edit / View Acquisition and click on the tag icon located to the right of the serial number field. EZ Arms Keeper Instruction Manual Page 104 of 162

105 2) Via the Find Acquisition / Disposition screens. There is a right click option to print the firearm label. If you select more than one row you can print multiple labels at a time. EZ Arms Keeper Instruction Manual Page 105 of 162

106 Kiosk Mode The Kiosk Mode is an alternative e4473 work flow in EZ Arms Keeper that allows a Buyer to fill out Section A of ATF Form 4473 before the seller dispositions the firearm(s). This allows the Buyer and Seller to work on independent computers. The Sellers computer can be setup with the normal EZ Arms Keeper application and one or multiple computers can be dedicated to the Kiosk Mode allowing multiple buyers to be filling out section A of ATF Form 4473 without having to tie up the seller s computer or allow a buyer access to the seller s computer. EZ Arms Keeper Instruction Manual Page 106 of 162

107 When a Buyer clicks the Begin 4473 Form the button it will launch the e4473 Wizard allowing the Buyer to complete Section A of ATF Form When the Buyer is complete with Section A of ATF Form 4473 they will see the following screen. EZ Arms Keeper Instruction Manual Page 107 of 162

108 When the Buyer clicks Close, they will be returned to the Kiosk splash screen. At this point the Seller can perform a Disposition and select the firearms involved from EZ Arms Keeper and associate the Buyers e4473 Form via the Kiosk e4473 option. EZ Arms Keeper Instruction Manual Page 108 of 162

109 Selecting the Kiosk e4473 checkbox will populate the Sold To box with all Buyer Kiosk completed e4473 forms. You will notice that the name of the Buyer is displayed as the Buyer typed in and the date Section A of ATF Form 4473 was completed. Once selected the address information will be filled out as well. The Seller can now click Save. Note: As soon as Save button is clicked the firearms are associated to the Buyers e4473 form and prevents anyone else from being able to associate the firearms with another sale. EZ Arms Keeper Instruction Manual Page 109 of 162

110 The Seller can now click the Begin Seller Sections button and complete the remaining sections of the e4473 form. Note: If you need to have a Buyer re-certify their signature on Section C of ATF Form 4473 it will need to be done from the Sellers computer. There is no option to have the Buyer perform this action in the Kiosk. SQL Server Bound Book Installing / Configuring Microsoft SQL Server for EZ Arms Keeper To use the SQL Server bound feature, you need to have a Microsoft SQL Server installed (full or express versions work the same). EZ Arms Keeper is compatible with Microsoft SQL Server 2005, 2008, 2012 and If you want to use the installer bundled with the EZ Arms Keeper installer you will want to: 1) Choose Advanced in the EZ Arms Keeper installer. EZ Arms Keeper Instruction Manual Page 110 of 162

111 2) Check the SQL Server 2008 R2 Express SP2 option. EZ Arms Keeper Instruction Manual Page 111 of 162

112 3) After the Microsoft SQL Server is installed you need to change a couple of configuration options. 4) Verify that the SQL Server is setup to use SQL Server and Windows Authentication Server authentication. This can be verified via Microsoft SQL Server Management Studio. Microsoft SQL Server 2008 Management Studio Express EZ Arms Keeper Instruction Manual Page 112 of 162

113 If your computers are not configured on a common domain, then you will want to add a SQL Server account that you can log in with because Windows Authentication will not work between computers on two different domains. 5) Verify that you have TCP/IP enabled to allow remote database connections. This can be verified from the SQL Server Configuration Manager. A shortcut should be installed under Start->All Programs->Microsoft SQL Server 2008->Configuration Tools->SQL Server Configuration Manager on the computer that the SQL Server is installed on. EZ Arms Keeper Instruction Manual Page 113 of 162

114 After these changes are complete you need to restart the SQL Server Instance. Click on the SQL Server Services item in the tree and then select the SQL Server (SQLEXPRESS) item in the pane on the right and right click and select the Restart option. This will restart the SQL Server instance and pick up the recent settings changes. 6) To use the <Browse for more > option when searching for the available SQL Server instances you will want to enable the SQL Server Browser service. Hold down the Window Key and R. Then type in services.msc and click ok. 7) Right click on the SQL Server Browser service and select Properties. 8) Change the startup type to Automatic. Then click the Start button. Your Microsoft SQL Server is now ready to create a new SQL Server Bound Book. EZ Arms Keeper Instruction Manual Page 114 of 162

115 SQL Server Bound Book Types There are two types of SQL Server Bound Books. The difference between them is based on authentication. The Normal SQL Server Bound Book can be opened a user without having to specify a database server user / password (after the Bound Book has been created, initial creation requires a database server user / password). The Normal SQL Server Bound Book can have an optional password specified that protects the entire bound book and if set is required to be specified when the bound book is initially opened. The Advanced SQL Server Bound Book allows multiple users with individual database server user / password accounts to open the bound book. When using the Advanced SQL Server Bound Book EZ Arms Keeper tracks what user made a specific change and the history screens show the username that made the change. When initially creating either a Normal or Advanced SQL Bound Book the user creating the bound book must have at minimum the ALTER ANY LOGIN and CREATE ANY DATABASE permissions. Example SQL to grant these permissions to the TestUser. GRANT ALTER ANY LOGIN TO TestUser; GRANT CREATE ANY DATABASE TO TestUser; If you don t want to worry about granting these specific permissions to a user, you can make the user a member of the sysadmin server role and this will contain the necessary permissions to create a Bound Book. The permissions or sysadmin role can be revoked after the SQL Server Bound Book is initially created without issue if you are worried the permissions granted to the user account. Multiple Users / Application Roles With the ability to allow multiple users to open an Advanced SQL Server Bound book you also have the ability to restrict access to the database user or group. Application Roles 1) Administrators A user that is a member of this role has access to all commands / features in EZ Arms Keeper. The only thing that the Administrator role does not have the ability to do is upgrade the Bound Book database. This requires the user be a member of the server role db_owner. 2) Acquisitioners A user that is a member of this role has access to creating new acquisitions and new contacts. Users of this role cannot edit acquisitions or contacts. 3) Dispositioners A user that is a member of this role has access to creating new dispositions, new contacts and filling out an e4473 form. Users of this role cannot edit dispositions, contacts, or e4473s. 4) SettingsMangers A user that is a member of this role as access to change the EZ Arms Keeper options. EZ Arms Keeper Instruction Manual Page 115 of 162

116 5) TransactionManagers A user that is a member of this role has access to everything in the Acquisitioners and Dispositioners roles as well as the ability to Edit Acquisitions, Contacts, Dispositions, and e4473s. It also has access to Void Firearms and Dispositions. Note: A user can be a member of multiple roles. The result with be an accumulation of permissions from each role. To add new Users to an Advanced SQL Server Bound Book or add a user to an application role you will need to do this outside of EZ Arms Keeper and interact with the Microsoft SQL Server database directly. A tool that makes this very easy to do is Microsoft SQL Server Management Studio. Microsoft SQL Server 2008 Management Studio Express Creating a database user The following is the SQL required to create a new SQL Server User and assign the user to the Administrators role. USE [master]; -- Create SQL Server Login CREATE LOGIN [TestUser] WITH PASSWORD=N'password', DEFAULT_DATABASE=[master], DEFAULT_LANGUAGE=[us_english], CHECK_EXPIRATION=OFF, CHECK_POLICY=OFF; -- Switch to the Bound Book Database to add a user to USE [Advanced Bound Book]; -- Assign the user to the Bound Book Database CREATE USER [TestUser] FOR LOGIN [TestUser] WITH DEFAULT_SCHEMA=[dbo]; -- Add the user to the Administrators Application Role Licensing 1) Click on the Help-> Activate Product menu item. 2) Enter you Name. 3) Enter your Organization (This field is optional) 4) Enter your license key. EZ Arms Keeper Instruction Manual Page 116 of 162

117 5) Click the button. Options 1) Click on the File-> Options menu item. EZ Arms Keeper Instruction Manual Page 117 of 162

118 General Tab Software Update Options The Software Update Options button open the following screen where the configuration for the frequency of how often the software check for updates can be configured. EZ Arms Keeper Instruction Manual Page 118 of 162

119 Do not check for updates automatically Choose this option if you do not want EZ Arms Keeper to check for updates when EZ Arms Keeper is started. Check and prompt me to download and install updates EZ Arms Keeper will check on startup for software updates and prompt you to download and install the software update. This option is selected by default. Check and automatically download and install updates EZ Arms Keeper will check on startup and if a new update is available will automatically download and install the update. Check Frequency The Check and prompt me to download and install updates and Check and automatically download and install updates use this value to determine on startup if a software update check should be performed. Download Folder Location the software update will be download to and installed from. Check for Updates Checks the web site for available software updates to EZ Arms Keeper. If a software update is found you will be prompted to download and install the updated software. Data Entry Text Case The default value is Unchanged. However, you can select Force to Upper or Lower Case. If you select one of these options any time from this point on any text that you type except will be forced to the text case that you have chosen. There is no bulk change option to convert the case of fields that have been previously entered. However, you can edit each item manually to change the case. EZ Arms Keeper Instruction Manual Page 119 of 162

120 Show Open Bound Book Filename on Main Screen If this option is enabled, then the bound book file name will be shown on the EZ Arms Keeper main screen using the color and font size selected. When you are working with multiple bound books this helps visually remind you what book you are working in. This setting is unique to each bound book. Show Acquisition Count on Main Screen If this option is enabled, then a count of the current number of Acquisition s in the system will be display in the lower right-hand corner of the main application screen. Auto Save Local Copy of Bound Book on Exit By default each time EZ Arms Keeper is closed and automatic backup to.ffl and.csv file formats will be performed and saved locally to C:\Documents and Settings\All Users\EZ Arms Keeper\AutoSave. Up to seven separate date time stamped copies are stored before overwriting the oldest backup. Store Time Stamps in Coordinated Universal Time (UTC) By default, EZ Arms Keeper timestamps entries based on the local time of the computer making the transaction change. If you want to be able to open a bound book in two different time zones and see the time the transaction occurred relative to your current time zone, then check this option. Note: This setting only affects the behavior of future transactions it does not modify the timestamp recorded for existing transactions. If you want to enable this option, it is suggested doing so immediately after the bound book is created. Enforce Firearm Uniqueness by Manufacturer and Serial Number By default, EZ Arms Keeper will consider a firearm unique based on the manufacturer and serial number. If this option is unchecked, then EZ Arms Keeper will consider a firearm unique based on the manufacturer, country of manufacture, model, serial number, type, and caliber. This was historically how EZ Arms Keeper enforced uniqueness and is only available as an option for prevent breaking backwards compatibility. It is highly recommended checking this setting checked. EZ Arms Keeper Instruction Manual Page 120 of 162

121 Depending on the selection that you make if a duplicate firearm is detected you will not be allowed to continue with the entry until the firearm is unique. Auto Populate Firearm Info Based on Model By default, EZ Arms Keeper will auto populate the firearm information based on the model of previous acquisitions that were saved. In other words, if you had previously saved a firearm with a model of Glock 19 and you are now entering a new firearm and you select the same firearm type and you continue to the next field to enter information it will be automatically populated for you based on the last acquisition with that same model. Default Bound Book Type Determines when using the New Bound Book / Open Bound Book if the dialog will have the File or Microsoft SQL Server option selected based on the selection made. Max Number of Recent Bound Book Entries This option determines the number of bound books that are remembered that you have previously opened. FFL Contact Lookup Timeout The number of seconds before timing out when looking up FFL contact information. Database Query Timeout The number of seconds before a database query times out. A value of 0 will wait indefinitely. Customization Code If EZ Arms Keeper has been specially customized for your business needs, you will enter a customization code in this field and after restarting EZ Arms Keeper your specific options will be enabled. Reminders 1) Semiannual Acquisition and Disposition Report Reminder You are required by AFT ruling at least semiannually to export your records to a physical storage device or print them. By selecting this option EZ Arms Keeper will remind you when the time comes to export out your records. 2) Backup Reminder - You are required by AFT ruling to daily backup your file (bound book). By selecting this option EZ Arms Keeper will remind you if you have gone longer than one day without backing up your file (bound book). It should also be noted that if you don t want to manually backup your file you can automatically backup your file (bound book) by setting this up on the Backup Option tab. Serial Number Generation Default Settings These settings are provided for use when you want to create multiple acquisitions / dispositions at the same time. See the Create Multiple Acquisitions at the Same Time topic. The options that you specify here will be the default values filled into the Multiple Serial Number Generation dialog. It should be noted that you can always override the default values in the Multiple Serial Number Generation dialog. EZ Arms Keeper Instruction Manual Page 121 of 162

122 Prompts 1) Prompt for additional Contact creation If enabled after a contact is initially created you will be prompted if you would like to create another contact. By default, this setting is enabled. 2) Prompt for additional Acquisition creation If enabled after an acquisition is initially created you will be prompted if you would like to create another acquisition. By default, this setting is not enabled. 3) Prompt for save confirmation If enabled after you save a change to a Contact, Acquisition, or Disposition you will be prompted to verify you are ready to save your changed. By default, this setting is enabled. 4) Prompt for save notes If enabled you will be prompted enter notes after saving a change to a Contact, Acquisition, or Disposition. By default, this setting is enabled. FFL Settings EZ Arms Keeper Instruction Manual Page 122 of 162

123 Federal Firearms Licensee (FFL) Number The FFL Number is an optional setting. This FFL Number is considered the FFL Number for this bound book. You can set this setting by clicking the button and clicking the Find Contact option. This assumes you have already created a FFL-Contact for you FFL Number. Select your FFL Number from the Find FFL-Contacts screen. The FFL Number when set will allow EZ Arms Keeper to know your location and can provide additional validation during the e4473 Wizard, etc. also when set your FFL Number will be put at the footer of the different reports the can be generated by EZ Arms Keeper. Print Acquisition Receipt Select this option if after performing an Acquisition->New Acquisition you would like to generate a report of the transaction. EZ Arms Keeper Instruction Manual Page 123 of 162

124 Print Disposition Receipt Select this option if after performing a Disposition->New Disposition you would like to generate a report of the transaction. eforms Settings EZ Arms Keeper Instruction Manual Page 124 of 162

125 e4473 Settings Enable e4473 Feature This feature is enabled by default and causes the e4473 Form Wizard to be launched when you disposition a firearm to a non-ffl contact. You can disable the option at any time. If you disable the option, you will be able to edit existing e4473 forms. However, you will not be able to create new ones until the feature is enabled. e4473 Data Entry Mode By default, when the e4473 Form Wizard is launched it will require you to fill out the Buyer And Seller information. However, by changing the value of this setting you can control the behavior that you would like. Buyer And Seller Requires you to fill out the Buyer and Seller Sections of the e4473 Form. Seller ONLY Select this mode if you already have a paper copy of the 4473 form filled out by the Buyer and Seller and you just want to record for your records the Seller information. This will allow you to find the 4473 later via the Find->e4473 Form. EZ Arms Keeper Instruction Manual Page 125 of 162

126 Prompt This option will give you to the option to either Skip the e4473 Form Wizard at the time of a disposition to a non-ffl contact or fill out the Buyer And Seller or Seller ONLY sections of the 4473 form. Typically, if Skip the e4473 form you have a filled out paper copy and you don t want to enter any of the buyer or seller information into EZ Arms Keeper. Miscellaneous Settings Require a password to fill out Seller Sections To prevent a Buyer from completing the Sellers section of the e4473 form it is recommended that you specify a password that the Seller must enter to complete the Sellers section of the e4473 form. Auto populate customer name and address If enabled, when a e4473 is initially created from a new disposition the Non-4473 Contact information from the disposition will be automatically populated in the e4473. This setting is enabled by default. Please note below that ATF Ruling requires that this option be unchecked unless you have a variance from the ATF. ATF Ruling Electronic ATF Form 4473 EZ Arms Keeper Instruction Manual Page 126 of 162

127 3. The computer software must allow for a new e-form 4473 to be created and completed upon each transaction. The system cannot populate Section A from previous transfers from the same transferee (buyer). Background Check System Determines the integrated background check website that will be visited during the e4473 wizard. The default is the FBI National Instant Criminal Background Check System (NICS). Electronic Signature Capture Device This option will allow you using a Topaz System Signature Pad, Touch Screen, Touch Pad, or Mouse to collect the Buyers Certification / Re-Certification and Sellers signatures electronically. Generally, any Topaz Signature Pad should work with this option. Specifically models T-S460-HSB-R and T-LBK460-HSB-R have been tested and verified work well. Note: As of ATF Ruling you are no longer required to obtain a variance from the ATF to electronically capture a signature via an electronic signature pad. ATF Ruling Electronic ATF Form The transferee and transferor signatures on the e-form 4473 may be electronic signatures captured via an electronic signature pad prior to printing or may be handwritten (ink) signatures on the printed copy of the e-form EZ Arms Keeper Instruction Manual Page 127 of 162

128 EZ Arms Keeper Instruction Manual Page 128 of 162

129 EZ Arms Keeper Instruction Manual Page 129 of 162

130 Kiosk Mode Enabling this setting requires restarting EZ Arms Keeper for the behavior to take effect. When enabled EZ Arms Keeper will start in Kiosk Mode. Kiosk mode allows a non-ffl contact Buyer to fill out and save Section A of the ATF 4473 form on a different computer. Later the Seller can associate the e4473 with the firearms that are being purchased and complete the Seller sections of the ATF 4473 form. In Kiosk mode, the application is maximized and prevented from being minimized or closed. To close the program, you need to use ALT F4. When EZ Arms Keeper is restarted, it will come back up in the Kiosk mode until disabled. To go back to the normal mode, you need to left mouse click on the EZ Arms Keeper logo and press CTRL K. If you have a Seller Password enabled in the e4473 Setting, then you will be prompted to enter this password. If you don t have a Seller Password, you will see a message that explains you have disabled the Kiosk mode and when the program is restarted it will start back up in the normal mode. EZ Arms Keeper Instruction Manual Page 130 of 162

131 Note: If neither the October 2016 or April 2012 option is checked then EZ Arms Keeper will use the April 2012 form for new electronic 4473 transfers prior to January On January EZ Arms Keeper will use the October 2016 form for new electronic 4473 transfers. Show Red Flag on Buyer Review / Buyer Certification screens If there is a reason that the transfer cannot be completed by checking this option that buyer will see a Red flag appear in the lower right-hand corner of the screen giving them the opportunity to make changes before accepting the answers to the questions in section A of the 4473 at which point they can no longer make changes. Transferor s Transaction Serial Number (TTSN) Settings that define how a TTSN number is generated. TTSN Format Specifies the TTSN format string. The format string allows you to generate a customized TTSN number for your The default is <x0> which is a non-padded number with no other formatting. TTSN Format Code <xn> Description Sequence number, n indicates padding ex: x0 = 1 (No Padding) x3 = 001 x5 = <yyyy> Year, as 4 digit number <yy> Year, <MM> Month, <dd> Day of the month, <hh> Hour, 12-hour clock <HH> Hour, 24-hour clock <mm> Minute, <ss> Second, <fff> Milliseconds, EZ Arms Keeper Instruction Manual Page 131 of 162

132 <tt> AM/PM designator Examples: 1) TTSN Format: Store5-<x0> Example Values: Store5-1, Store5-2, Store5-3 2) TTSN Format: Store5-<yyyy>-<MM>-<x5> Example Values: Store , Store , Store TTSN Sequence Number Reset Frequency when the TTSN Sequence Number will be reset. By default, the TTSN number is never reset it will continue to increment. However, you can specify to reset the TTSN Sequence number to 1 each Day, Month or Year. Last Used TTSN Sequence Number Allows you to change the starting seed value of the serial number that will be automatically generated for the transaction serial number for a new e4473 form. You can always override the transaction serial number when entering data into the e4473 Form Wizard this is just an attempt to uniquely number each e4473 form. EZ Arms Keeper Instruction Manual Page 132 of 162

133 e Settings Enable e Feature This feature is enabled by default and causes the e Form Wizard to be launched when you disposition two or more pistols or revolvers or any combination of pistols and revolvers totaling two or more at one time or during five consecutive business days. You can disable the option at any time. If you disable the option, you will be able to edit existing e forms. However, you will not be able to create new ones until the feature is enabled. Chief Local Law Enforcement Official (CLEO) Using the button you can select your Chief Local Law Enforcement Official that will be populated in 14a. on the form. EZ Arms Keeper Instruction Manual Page 133 of 162

134 Handguns Using the button to you can select the firearm types that will be treated as handguns by the e form. Using the button you can remove a firearm from being treated as a handgun. By default; Derringer, Pistol and Revolver as all considered handgun types. Printing / Export Settings These options control how the e form will be printed or exported when clicking the or button on the last page of the e form. These settings are the defaults for the application and will be populated in the last page of the e form. By default, when you click the Export Form button all pages of the e form will be included in the.pdf file. You have the option to uncheck an option if you don t want to include that page in the export. You also have the option to have the export done as a single.pdf file by check the Export as Single File option or as 1 file per page that is included in the export Export as Individual Files. The print options are very similar. By default, all pages are printed to the printer. If you uncheck one or more pages, it will not be printed. Settings These options control how the e form will be when clicking the button on the last page of the e form. For each copy you can specify the From Name and From Address. These settings are the defaults for the application and will be populated in the last page EZ Arms Keeper Instruction Manual Page 134 of 162

135 of the e form. By default, when you click the Form button each of the selected checkboxes will be ed bases on the settings that were entered. For each sent you will see a success of failure message. Business Days To properly calculate if two or more handguns have been sold within five consecutive business days EZ Arms Keeper needs to know what days of the week business is conducted. By default, EZ Arms Keeper does not consider Sunday or Saturday as business days. Holidays To properly calculate if two or more handguns have been sold within five consecutive business days EZ Arms Keeper needs to know what days are considered holidays. In other words, no business is conducted on these days that are not part of a weekly pattern. By default, EZ Arms Keeper considers New Year s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day as holidays. These days will not be included in the 5 consecutive business days calculation. Other Holidays The other holidays settings are provided if your business takes other days as holidays. For instance, in 2016 November 25 th is the Friday after Thanksgiving. If you enter 11/25/2016, that day will not be include in the 5 consecutive business days calculation. In other cases, if your business does not take the holiday if it falls on a weekend and floats it to a Monday or Friday you can enter the date in the box below. 20 other holidays can be specified. They do NOT need to be entered in the order they occur. You could specify 2 3 years of holidays that will occur and then remove holidays that have occurred after 5 consecutive business days have passed if you need to specify other holidays. EZ Arms Keeper Instruction Manual Page 135 of 162

136 EZ Arms Keeper Instruction Manual Page 136 of 162

137 ep-12 Settings Enable ep-12 Feature This feature is NOT enabled by default and will only show up if you have an FFL configured in New York. On completion of an Acquisition or Disposition the ep-12 Form Wizard will be launched. You can disable the option at any time. If you disable the option, you will be able to edit existing ep-12 Forms. However, you will not be able to create new ones until the feature is enabled. Auto Save on Close When checked the ep-12 will not prompt to save when closed, the ep-12 will be automatically saved. NYSP Code Number New York State Police Code Number Default Issuing Authority The default issuing authority that will be populated on the ep-12 form. EZ Arms Keeper Instruction Manual Page 137 of 162

138 Default County The default county that will be populated on the ep-12 form. Printer Settings The ep-12 must be printed on paper no larger than 4 x 6. This requires specific printer settings configuration. Orientation Specifies the default print orientation (Portrait or Landscape). Margins Default print margins to use when printing the ep-12 form. Page Sizing 1. Fit - Auto scales the ep-12 to fit on the selected Paper Size. 2. Actual Size No scaling occurs to the ep-12 image when printed. 3. Custom Scale Allows customizing the ep-12 to the Paper Size selected. Default Printer The printer that will be selected by default when printing a firearm label. Paper Size The default paper size used when printing the firearm label. EZ Arms Keeper Instruction Manual Page 138 of 162

139 Backup Settings If you would like EZ Arms Keeper to automatically backup your file (bound book) daily, then select the Enable Daily FFL File Backup checkbox. Note: For EZ Arms Keeper to backup your file you need to leave the program running. EZ Arms Keeper Instruction Manual Page 139 of 162

140 Memorized Lists Each time an Acquisition is created / modified the Firearm values that are selected in the Model, Manufacturer / Importer, Type, and Caliber / Gauge are stored in memorized lists. The memorized list is then used to make it easier for you to type the correct value again the next time you create and Acquisition by auto populating the list box with the memorized list. This is not fool proof and at times you may find that there are multiple values that are the same and differ slightly. To prevent people from choosing different values in the future you can remove these items from the Visible List Items list with the button. This will add the item to the Hidden List Items list. EZ Arms Keeper keeps history of all the changes to the firearms values and that is why you must hide the value instead of renaming one value to another. This would destroy the paper trail that the AFT requires for the bound book. EZ Arms Keeper Instruction Manual Page 140 of 162

141 Allow Acquisition / Disposition Free Form Entry This check box allows you to prevent user entry during an acquisition / disposition for the specified memorized list where a user would normally be able to type in their own values. If disabled, then the user may only choose from the items that exist in the memorized list. List Item This field allows you to add a value to the list that you choose without having to create an Acquisition with this value. Import List Items From File (.csv) Similar to the List Item functionality. However, the import button allows you to define a.csv file that contains a list of values that you want to import into the selected list. This functionally is typically used for pre-commissioning a bound book. Assuming you know all or some of the values that you want to see in the drop down lists. EZ Arms Keeper Instruction Manual Page 141 of 162

142 Printer Settings Firearm Label Settings Specifies the default printer settings that will be used when printing firearm labels. Orientation Specifies the default print orientation (Portrait or Landscape). Margins Default print margins to use when printing a firearm label. Default Printer The printer that will be selected by default when printing a firearm label. Paper Size The default paper size used when printing the firearm label. Preview Label Before Printing If this box is checked then a when you click on the button to print a firearm label you will see a print preview of the label before printing the label. If the box is unchecked the label will be sent to the printer without a print preview and use the printer specified in the Default Printer setting. EZ Arms Keeper Instruction Manual Page 142 of 162

143 Report Settings Bound Book and Disposition Report Settings Specifies the default settings to be used when running the Acquisition and Disposition Report. Optional Columns The ATF requires specific columns in an Acquisition and Disposition report. Licensed Importers are required to include the Country of Manufacture however; licensed dealers / manufacturers are not required to include this column. The Notes, Status and e4473 columns are completely optional (enabled by default). Unchecking a column will remove it from the report. Miscellaneous Report Settings Default Report View This is the default view that will be used when running the various reports such as the Bound Book, Current Inventory, and Disposition reports. There are two possible values Report and Grid. The Report view is traditional report that is generated and then static / non-mutable. The Grid view is more dynamic allow columns to be further filtered / hidden, etc. EZ Arms Keeper Instruction Manual Page 143 of 162

144 Advanced Settings Require Transfer to FFL If this advanced setting is checked then EZ Arms Keeper will check the following conditions before completing a disposition. 1) Is the disposition s Sold To contact a Non-FFL contact? 2) Is the FFL State different from the State of the Sold To contact? 3) Is the Firearm Type listed in the advanced settings grid? 4) Does the State of the Sold To contact require the Firearm Type to be transferred to a licensed FFL? In other words, is the Firearm Type / State cell checked? EZ Arms Keeper Instruction Manual Page 144 of 162

145 If all the above items are true, then the disposition will not be allowed to be completed until the Sold To contact is changed to a licensed FFL Contact. FFL State This is the state your FFL is located in. This setting is specific to the currently opened bound book. Firearm Type Provides a drop down list of all of the firearm types that exist in the currently opened bound book. You can add a new Firearm Type to the grid by selecting it from the Firearm Type list and clicking the Add Row button. Likewise, you can remove a Firearm Type from the grid by selecting it from the list and clicking the Remove Row button. State Provides a drop down list of all of the states in the United States. You can add a new State to the grid by selecting it from the State list and clicking the Add Column button. Likewise, you can remove a State from the grid by selecting it from the list and clicking the Remove Column button. By checking the cell of a Firearm Type / State you will be enabling the Require Transfer to FFL check be performed for this Firearm Type / State. Likewise, un-checking the cell of a Firearm Type / State you will be disabling the Require Transfer to FFL check be performed for this Firearm Type / State. Require Transfer to FFL If this advanced setting is checked then EZ Arms Keeper will enforce a waiting period before allowing transfer of firearms(s) to a Non-FFL contact. For this feature to work the e4473 Feature must be enabled. Note: Box 30c. For Use By FFL of the 4473 Form is populated with the max waiting period of the firearms being transferred. Default Waiting Period This is the waiting period in hours that applies by default to all firearm types unless a specific firearm type is specified with a different waiting period. If 0 is specified as the waiting period, then there is no default waiting period applied. Firearm Type Provides a drop down list of all of the firearm types that exist in the currently opened bound book. You can add a new Firearm Type to the grid by selecting it from the Firearm Type list and clicking the Add button. Likewise, you can remove a Firearm Type from the grid by selecting it from the list and clicking the Remove button. Waiting Period The waiting period in hours applied to the specific firearm type. If 0 is specified as the waiting period, then no waiting period is applied for the specific firearm type. EZ Arms Keeper Instruction Manual Page 145 of 162

146 User Defined Fields User Defined Fields give a user the ability to define additional data fields to be collected during data entry. There are four types of user defined fields Firearm, Acquisition, Disposition and Contact. Each group allows the definition of four unique user defined fields. A user defined fields consists of a Display Name and a required flag that indicates if the field must have a value before changes can be saved. The exception to this are the Contact used defined fields which have an additional setting Type that determines if the user defined field is specific to a FFL Contact, Non-FFL Contact, or both types of Contacts. EZ Arms Keeper Instruction Manual Page 146 of 162

147 As soon as the User Defined Fields are added you will see them show up throughout the system. The fields can be removed at any time or the order changed by using the up / down buttons. Keep in mind that the User Defined Data will not be removed if a User Defined Field is removed from the underlying record. It will however no longer be visible in the system. Since there are four user defined fields the order of the fields matter. Think of each field as numbered from 1 4 in the order they appear in the list. The data entered whatever field 1 is will always be in field 1. This means if you decide to change the meaning of the data in field one keep in mind that you will have some data in that field that may no longer make sense for your new field name. EZ Arms Keeper Instruction Manual Page 147 of 162

148 EZ Arms Keeper Instruction Manual Page 148 of 162

149 Settings Server Information SMTP Server connection settings Outgoing Mail Server SMTP Mail Server Outgoing Mail Server Port Typical SMTP outgoing ports, 465 or 587 Encrypted Connection If checked then the will be sent with SSL or TLS encryption. EZ Arms Keeper Instruction Manual Page 149 of 162

150 Logon Information Anonymous Login If checked no login information will be sent to the outgoing SMTP server. Typically used when sending to a SMTP Relay server. User Name User name to use when logging into the SMTP server to validate the account is legitimate. Password Password to use when logging into the SMTP server to validate the account is legitimate. From Display Name From Address Display Name Address From Address Test Settings Display Name To Address Display Name Address To Address Recent Contains a list of bound books that have been recently opened. The number of items that are shown is controlled by the General Setting in File->Options->General Settings. Clicking on an item in the list will automatically open the selected bound book. Exit Exists the EZ Arms Keeper application. EZ Arms Keeper Instruction Manual Page 150 of 162

151 Reporting Bound Book This report is your ATF electronic bound book. It allows you to generate a report of all the pending acquisitions / dispositions in the system based on a given date range. If you do NOT specify a start / end date, then all records will be selected. This report can be exported to.pdf,.html,.mht,.rtf,.xls,.xlsx,.csv,.txt, or an image by clicking on the icon. Original Entries If checked, only the original firearm acquisition is shown, no changes to that firearm, acquisition, disposition will be shown. Corrected Entries If checked, only firearms that have corrections will be shown. EZ Arms Keeper Instruction Manual Page 151 of 162

152 Original and Corrected - If checked, all the changes that were made to a firearm will be included in the Bound Book report. These changes include any modifications to the Acquisition / Contact / Disposition linked to a firearm. Latest Entries If checked, then only the latest changes to the firearm will be included in the Bound Book report. Optional Columns The ATF requires specific columns in the Bound Book report. Licensed Importers are required to include the Country of Manufacture however; licensed dealers / manufacturers are not required to include this column. The Notes, Status and e4473 columns are completely optional (enabled by default). Unchecking a column will remove it from the report once the report is run again. Note: This report can take some time to generate and will take longer based on the number of records that are found. Disposition Report This report is very like the Bound Book report. The main difference is no open acquisitions are included in the report and filtering of records is only allowed on the disposition date. It allows you to generate a report of all the dispositions in the system based on a given date range. If you do NOT specify a start / end date, then all records will be selected. EZ Arms Keeper Instruction Manual Page 152 of 162

153 This report can be exported to.pdf,.html,.mht,.rtf,.xls,.xlsx,.csv,.txt, or an image by clicking on the icon. Original Entries If checked, only the original firearm acquisition is shown, no changes to that firearm, acquisition, disposition will be shown. Corrected Entries If checked, only firearms that have corrections will be shown. Original and Corrected - If checked, all the changes that were made to a firearm will be included in the Disposition report. These changes include any modifications to the Acquisition / Contact / Disposition linked to a firearm. Latest Entries If checked, then only the latest changes to the firearm will be included in the Disposition report. Optional Columns These are optional data columns that can be included in the report. By default, they are all checked. Unchecking a column will remove it from the report once the report is run again. Note: This report can take some time to generate and will take longer based on the number of records that are found. EZ Arms Keeper Instruction Manual Page 153 of 162

154 Current Inventory This report shows all the Pending Acquisitions that you currently have in the Bound Book. This report can be exported to.pdf,.html,.mht,.rtf,.xls,.xlsx,.csv,.txt, or an image by clicking on the icon. Note: This report takes some time to generate and will take longer based on the number of records that are found. EZ Arms Keeper Instruction Manual Page 154 of 162

155 Inventory Reconcile This report is used to compare what you have in physical inventory with what is recorded in EZ Arms Keeper. This report is a quick an easy way to verify / validate that firearms that you have in physical inventory match the state in the EZ Arms Keeper electronic bound book. Simply enter the serial number that you have in physical inventory and press the Run button. There are several ways to enter the serial numbers. Note: Each unique serial number must be on its own line. 1) Individually type serial numbers into the serial number text box. 2) Copy and Paste multiple serial numbers to individual lines into the serial number text box. 3) Use a barcode scan gun to scan serial numbers to individual lines into the serial number text box. 4) Click on the button and select the Serial Number Generator option. See the Create Multiple Acquisitions at the Same Time topic for more information on how to generate multiple serial numbers at a time. 5) Click on the button and select the Get Serial Number from file option. This option allows you to open an ASCII text file containing multiple serial numbers on individual lines. If the serial number is in the EZ Arms Keeper electronic bound book as an Acquisition then you will see a in the In Inventory column and the Acquisition information filled out in the grid. Otherwise, if the firearm is NOT in the EZ Arms Keeper electronic bound book as an Acquisition then you will see a. This means there is one of two possibilities. Either the firearm has been dispositioned or it does not exist in the EZ Arms Keeper electronic bound book. If you don t enter any serial numbers and click the Run button it will return all the Acquisitions that are in the EZ Arms Keeper electronic bound book. This is the same information returned as in the Current Inventory report. EZ Arms Keeper Instruction Manual Page 155 of 162

156 If you check the Show All Serial Numbers checkbox it will show all the serial numbers that are in the bound book inventory not just the serial numbers entered in the Serial Number(s) list box. If you right click in the grid you can either copy the entire contents of the grid or print the grid. If you make a specific selection in the grid and press Ctrl-C then the selected information will be copied to your clipboard. Firearm Summary This report allows you to generate a report of firearms that you have dispositioned over a specific date range. This report can be very useful when filling out the AFT form. The report can be exported to.pdf,.html,.mht,.rtf,.xls,.xlsx,.csv,.txt, or an image by clicking on the icon. You have a couple of options to choose from: Summarize by Caliber This will subtotal the firearms by Firearm Type and Caliber. Otherwise the report will only subtotal based on Firearm Type. Final Manufacturer If want to report only the firearms that you had selected the Final Manufacturer checkbox in the Disposition then select this option. If you uncheck the option, then all Dispositions will be included. Include Open Acquisitions This will include firearms that are still in inventory into the summary report. EZ Arms Keeper Instruction Manual Page 156 of 162

157 Firearm Trace This report allows you to trace the history of a firearm. You enter the firearm serial number that you want to trace and click the Ok button. A report will be displayed with all the Acquisitions / Dispositions for this specific firearm in the system. This includes all the edits and modifications that have occurred to the firearm in the EZ Arms Keeper System. Forms Firearms Transaction Record Over-The-Counter Form 1) Click on the Forms-> Firearms Transaction Record Over-The-Counter (ATF 4473) menu item. EZ Arms Keeper will launch this form in your default internet browser. This will not launch the electronic 4473 form. To do that you must disposition a firearm to a non-ffl contact and then the electronic 4473 form will be launched. Annual Firearms Manufacturing and Exportation Report Form 1) Click on the Forms-> Annual Firearms Manufacturing and Exportation Report (ATF ) menu item. 2) EZ Arms Keeper will launch this form in your default internet browser. Report of Multiple Sale of Other Disposition of Pistols and Revolvers 1) Click on the Forms-> Report of Multiple Sale or Other Disposition of Pistols and Revolvers (ATF ) 2) EZ Arms Keeper will launch this form in your default internet browser. Report of Multiple Sale or Other Disposition of Certain Rifles 1) Click on the Forms-> Report of Multiple Sale or Other Disposition of Certain Rifles (ATF ) 2) EZ Arms Keeper will launch this form in your default internet browser. EZ Arms Keeper Instruction Manual Page 157 of 162

158 Help Activate Product Activates EZ Arms Keeper with a valid License Key. See Licensing for more details. Help Contents Opens the instruction manual that was shipped with the installed version of EZ Arms keeper. About Shows a screen that shows the current version, license information, and technical support contact information. Technical Support A form to be used to request EZ Arms Keeper Technical Support. EZ Arms Keeper Instruction Manual Page 158 of 162

159 1) Enter your name 2) Enter your address (this is very import or will not be able to respond to your support request) 3) Provide a call back phone number if you would like to talk to an actual person. Please indicate in the area provided. 4) Select / Enter your request type. 5) Enter a description of what we can help you will. The more detail the better. 6) Click Submit! Your request will be sent via to EZ Arms Keeper technical support. You should expect an response in no more than 24 hours; typically, it is much quicker during regular business hours. Check for Updates Checks the web site for available updates to EZ Arms Keeper. EZ Arms Keeper Instruction Manual Page 159 of 162

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