The main ETCH functions are to maintain Dealers coverages. Use it as follows:

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1 ETCH Functions Guidelines The main ETCH functions are to maintain Dealers coverages. Use it as follows: 1. Enter New/Update/Delete/Search for Lot Coverage, Print Lot Coverage Certificates 2. Enter New/Update/Delete/Search for Retail Sale, Pull Lot Coverage, Print Retail Sale Certificates 3. View/Print ETCH reports for Lot Coverages and Retail Sales. 4. Invoice/Close current/previous period. Note: If you experience problems opening Microsoft Excel Worksheet (XLS) reports check this: 1. You have Microsoft Office Excel installed: Follow Start > Programs > Microsoft Office Check if Microsoft Office Excel icon presents 2. Stop IE Pop-up Blocker (For IE with SP2 applied): Click on the top Yellow banner in the page with the note for blocked Popup Pop-up blocked. To see this pop-up or additional options click here > Select "Always Allow Pop-ups from This Site..." Or click on the red icon located on the Status Bar (bottom) > Select "Always Allow Pop-ups from This Site..." Or follow Tools > Pop-up Blocker > Select "Always Allow Pop-ups from This Site..." 3. Disable Microsoft Excel Worksheet (XLS) open confirmation: Follow My Computer > Tools(or View) > Folder Options > File Types >.XLS (Microsoft Excel Worksheet) > Advanced(or Edit) Make sure "Confirm Open after Download" is unchecked

Maintain Lot Coverage - Recent Entries Screen The initial Lot Coverage screen shows the last 50 entries based entered by a user. To edit an existing Lot Coverage - click on the Warranty # link.

2 Maintain Lot Coverage - Recent Entries Screen The initial Lot Coverage screen shows the last 50 entries based entered by a user. To edit an existing Lot Coverage - click on the Warranty # link. Use the Add New function to enter a new Lot Coverage. To find and edit existing data use the Search function. Main Functions for this screen perform the following: - Exit returns to the home page. - Add New redirects to the add new Lot Coverage form. - Search performs search based on the selected criteria. At least one search parameter needs to be entered. - Edit click on the underlined Warranty # link to enter edit mode.

Maintain Lot Coverage - Search The search screen for Lot Coverage maintenance provides functions to search for existing Lot Coverages, delete or edit of records from the search operation.

3 Maintain Lot Coverage - Search The search screen for Lot Coverage maintenance provides functions to search for existing Lot Coverages, delete or edit of records from the search operation. Main Functions for this screen perform the following: - Exit returns to the Recent screen. - Add New redirects to the add new Lot Coverage form. - Search performs search based on the selected criteria. At least one search parameter needs to be entered. - Edit click on the underlined Warranty # link to enter edit mode.

Maintain Lot Coverage Add/Edit/Delete The Add New or Edit function from the Search screen will bring the Lot Coverage entry form. In edit mode the existing Lot Coverage information will be displayed.

4 Maintain Lot Coverage Add/Edit/Delete The Add New or Edit function from the Search screen will bring the Lot Coverage entry form. In edit mode the existing Lot Coverage information will be displayed. - Exit returns to the Recent screen. - Save saves the updated information for the Lot Coverage. If the Add New mode was used a new Lot Coverage record will be created. - Save & Print saves screen information for the Lot Coverage, preview and print Lot Coverage Certificate. - Print - preview and print Lot Coverage Certificate. - Delete available only in edit mode. Deletes the current Lot Coverage record. Note: If you can t edit Lot Coverage (fields are read-only and buttons are disabled) this Lot Coverage is probably Pulled in Retail Sale or has already been invoiced and record is closed. If you want to change some data in the closed records, please call the main office.

Maintain Retail Sale - Recent Entries Screen The initial Retail Sale screen shows the last 50 entries based entered by a user. To edit an existing Retail Sale - click on the Warranty # link.

5 Maintain Retail Sale - Recent Entries Screen The initial Retail Sale screen shows the last 50 entries based entered by a user. To edit an existing Retail Sale - click on the Warranty # link. Use the Add New function to enter a new Retail Sale. To find and edit existing data use the Search function. Main Functions for this screen perform the following: - Exit returns to the home page. - Add New redirects to the add new Retail Sale form. - Search performs search based on the selected criteria. At least one search parameter needs to be entered. - Edit click on the underlined Warranty # link to enter edit mode.

Maintain Retail Sale - Search The search screen for Retail Sale maintenance provides functions to search for existing Retail Sales, delete or edit of records from the search operation.

6 Maintain Retail Sale - Search The search screen for Retail Sale maintenance provides functions to search for existing Retail Sales, delete or edit of records from the search operation. Main Functions for this screen perform the following: - Exit returns to the Recent screen. - Add New redirects to the add new Retail Sale form. - Search performs search based on the selected criteria. At least one search parameter needs to be entered. - Edit click on the underlined Warranty # link to enter edit mode.

Maintain Retail Sale Add/Edit/Delete Vehicle information The Add New or Edit function from the Search screen will bring the Retail Sale entry form.

7 Maintain Retail Sale Add/Edit/Delete Vehicle information The Add New or Edit function from the Search screen will bring the Retail Sale entry form. In edit mode the existing Retail Sale information will be displayed. First you ve got to enter Vehicle information. There are two options to enter a new vehicle data or to pull Lot Coverage vehicle already existing on the Lot. - Exit returns to the Recent screen. - Save saves the updated information for the Retail Sale. If the Add New mode was used a new Retail Sale record will be created. - Save & Print saves screen information for the Retail Sale, preview and print Retail Sale Certificate. - Print - preview and print Retail Sale Certificate. - Delete available only in edit mode. Deletes the current Retail Sale record. - Pull Lot pulls existing data from the Lot Coverage Searched List. - Clear Lot if current data was pulled from the Lot clears vehicle data and new vehicle can be enter. Note: If you can t edit Retail Sale (fields are read-only and buttons are disabled) this Retail Sale is has already been invoiced and record is closed. If you want to change some data in the closed records, please call the main office.

Maintain Retail Sale Add/Edit/Delete Customer/Warranty information Then customer/warranty information is entered from the Customer information tab. - Exit returns to the Recent screen.

8 Maintain Retail Sale Add/Edit/Delete Customer/Warranty information Then customer/warranty information is entered from the Customer information tab. - Exit returns to the Recent screen. - Save saves the updated information for the Retail Sale. If the Add New mode was used a new Retail Sale record will be created. - Save & Print saves screen information for the Retail Sale, preview and print Retail Sale Certificate. - Print - preview and print Retail Sale Certificate. - Delete available only in edit mode. Deletes the current Retail Sale record. Note: If you can t edit Retail Sale (fields are read-only and buttons are disabled) this Retail Sale is has already been invoiced and record is closed. If you want to change some data in the closed records, please call the main office.

Maintain Retail Sale Vehicle information Pull Lot Coverage The search screen for Pull Lot Coverage provides functions to search for existing Lot Coverage (that was not pulled yet) and to pull vehicle

9 Maintain Retail Sale Vehicle information Pull Lot Coverage The search screen for Pull Lot Coverage provides functions to search for existing Lot Coverage (that was not pulled yet) and to pull vehicle data from the records of the search operation. Main Functions for this screen perform the following: - Back returns to the Add/Edit Retail Sale Page - Customer Tab. - Pull click on the underlined Warranty # link to pull vehicle data.

10 ETCH Reports Lot Coverage Reports The initial Report screen shows the Lot Coverage reports. To print/preview report first choose one form the list on the left side. Then enter required parameters on the right side (date, dealer, etc.). Finally click on one of the format icons on the bottom. Reports can be viewed either in PDF or XLS format. - Exit returns to the home page. - Choose Report click on the report from the list on the left side. - preview and print report in Adobe Portable Format (PDF). - preview and print report in Microsoft Excel Format (XLS).

11 ETCH Reports Retail Sale Reports Second Report screen shows the Retail Sale reports. To print/preview report first choose one form the list on the left side. Then enter required parameters on the right side (date, dealer, etc.). Finally click on one of the format icons on the bottom. Reports can be viewed either in PDF or XLS format. - Exit returns to the home page. - Choose Report click on the report from the list on the left side. - preview and print report in Adobe Portable Format (PDF). - preview and print report in Microsoft Excel Format (XLS). -

12 Invoice/Close Period - Overview The Invoice/Close process is a periodically process. When closing a period you choose Invoice/Close Date. All open records created before that date and after previous Invoice/Close date will be invoiced then closed. After closing process they could only be reviewed and printed. Changes to already Invoiced/Closed records can be made only by Main Office. After changes - Invoiced/Close period need to be Re- Generated and affected reports/invoices should be resend to the dealers and Insurance companies if changes affect amounts. The process is simple just follow the steps: 1. On the initial Invoice/Close screen choose Invoice/Close function. 2. Choose Invoice/Close Date prior to current date and after the last Invoice/Close period date. 3. View/Print reports/invoices generated for Dealers and Insurance Companies. 4. Send printed invoices/reports by snail mail to recipients. 5. invoices/reports to the rest recipients with e-billing option turned on. 6. View/Print statistic reports for the closed period send it to the management department.

13 Invoice/Close Period - Recent Entries Screen The initial Invoice/Close screen shows the last 50 invoiced/closed periods. To edit an existing Invoice/Close period - click on the Invoice/Close Period(s) link. Use the Invoice/Close function to add a new period. To find and edit existing data use the Search function. - Exit returns to the home page. - Invoice/Close - redirects to the add new Invoice/Close period form. - Search - performs search based on the selected criteria. At least one search parameter needs to be entered. - View click on the underlined Invoice/Close Period link to enter view it. Note: Only periods prior to current date can be invoiced / closed.

Invoice/Close Period - Search The initial screen for Invoice/Close Period provides functions to search for existing Invoice/Close Period, delete or edit of records from the

14 Invoice/Close Period - Search The initial screen for Invoice/Close Period provides functions to search for existing Invoice/Close Period, delete or edit of records from the search operation. Main Functions for this screen perform the following: - Exit returns to the home page. - View click on the underlined Invoice/Close Period link to enter view it.

15 Invoice/Close Period Add New The Invoice/Close function from the Recent screen will bring the Invoice/Close Period form. - Exit returns to the Recent screen. - Invoice/Close invoice/close chosen period. Note: Only periods prior to current date can be invoiced / closed.

16 Invoice/Close Period Preview Dealer Reports After closing or when viewing the Preview screen will bring the Dealers Report tab first. On the Dealers tab from 1 to 4 different reports/invoices will appear for each Dealer. - Exit returns to the Recent screen. - ReGenerate regenerate invoice/close reports for chosen period. - Delete delete invoice/close reports for chosen period and open closed lot coverages and retail sales for that period. - - preview/print report that has not been printed yet. - - preview/print again report that has been printed. With mouse over user can see last date of printing. - - send with reports (1-4) attached to dealer that has not been sent yet. - - send with reports (1-4) attached to dealer that has been sent. With mouse over user can see last date of sending. Note: Only last period in Invoiced/Closed period list can be deleted.

Invoice/Close Period Preview Insurance Companies Reports On the Insurance Companies tab from 1 to 3 different reports/invoices will appear for each Insurance Company.

17 Invoice/Close Period Preview Insurance Companies Reports On the Insurance Companies tab from 1 to 3 different reports/invoices will appear for each Insurance Company. - Exit returns to the Recent screen. - - preview/print report that has not been printed yet. - - preview/print again report that has been printed. With mouse over user can see last date of printing. - - send with reports (1-4) attached to dealer that has not been sent yet. - - send with reports (1-4) attached to dealer that has been sent. With mouse over user can see last date of sending.

Invoice/Close Period Preview Statistics Reports On the Statistics tab 2 reports will appear Statistic Report by Dealers and Statistic Report By Insurance

18 Invoice/Close Period Preview Statistics Reports On the Statistics tab 2 reports will appear Statistic Report by Dealers and Statistic Report By Insurance Companies. They show each dealer/insurance company profitability and can be used for current management. - Exit returns to the Recent screen. - - preview/print report.

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