Getting Started with ACS

Transcription

1 Getting Started with ACS Forward After installing the ACS software we recommend you read this manual to help you properly operate the system. Our mission at Applied Computer Solutions is to provide you with the best software and technical support available. To make the software the best we need you to understand the best ways to operate the system. Thanks Kurt Table of Contents Title Page Running the ACS software 1 ACS Logon Screen 2 Update Me! 3 PC Setup 4 Using Menus 5 Using Display Screens 6 Using Edit Screens 7 Page 1/10 Technical Support

2 Running ACS Software If you have installed the ACS software correctly on your system you will have one or two new icons on your desktop. Finance Professional The finance professional program is used for frontend dealership operations. That includes vehicle inventory management, prospect and sales management, contracting and if purchase notes tracking. Dealer Professional The dealer professional program is used for backend dealership operations. That includes general ledger, payroll, accounts payables, accounts recievables, and if purchased parts and service management. Starting ACS To start the ACS software double click on one of the ACS icons and the logon screen will appear. Page 2/10 Technical Support

3 ACS Logon Screen The ACS logon screen provides security for you data in the ACS system. Each user is given a username and password by your system administrator which limits the sections of the software that they can access. The default username is ACS and the default password is 1. These are used by system administrator so that he can login the first time and setup everyones user name and password. Standards Function Keys and Buttons - Almost every operation in the ACS software can be performed by using your mouse to click on a button or by pressing the function key associated with that button. In the ACS documentation when you see a function key listed you know that can also click that button with your mouse. Data Entry Fields - If a data entry field is yellow on the screen that means you can find the information that has to go there by pressing F3 or double clicking on the field. You can move from field to field using the arrow keys, tab key or enter key. Help - Most screens have icon on the screen which will take you to a help section for that screen. You can also Press F1 to go to the ACS Website. Functions F4 Update Me! This function provides a list of available upgrades to the ACS system. It is used to download licensing upgrades on quarterly basis and to keep your software at the most recent version available. Your system should be updated at least once every 90 days. F6 Utilities This section contains programs that help ACS diagnose and maintain any issues with your software s performance. These include the Data Transfer Program which sends a copy of your files to ACS for Testing purposes and reorganization routines to correct errors that can develop in your database. F8 PC Setup Allows you to customize the ACS software on this PC. This section is described in more detail in the next section. Page 3/10 Technical Support

4 Update Me! When you click on the update me button you will get a list of available licensing and program updates to select from Software License Your dealership licenses this software from ACS and on a quarterly basis you will get a message that your software has expired. When this happens, you will go to the software license screen. This screen will allow you to enter the required information or to automatically download it from the web to extend you license for the next quarter. Dealer Professional (Finance Professional) will download the current version of the program you are working. It is recommended that you download new software on a monthly basis. RIM Management Tool will download the installation program for GM RIM Software. CARFAX Upload Tool will download the installation program for CARFAX Service Link software which lets your dealership participate in this CARFAX program. VIN Database downloads the most recent VIN Database information. ACS s VIN database provides for VIN decoding of the Year, Make, Model, Body Type and Engine information for vehicle from 1980 thru the present. Page 4/10 Technical Support

5 PC Setup The PC Setup Screen allows the user to customize the ACS Software for the PC he is working on. Variables Default User Name This allows you to enter the username of the person that most commonly uses the PC so that they don t have to type it each time they log in. Check Printer If you are using continuous feed checks you can specify which printer port the check printer is located on. Screen Size The system currently supports 800x600 and 1024x768 screen size. In the future the option to support the 800x600 screen size will go away and so will this setup option. Printer 1 Type is used to specify the type of printer that is being used to print forms ACS only makes adjustment s to forms that are printer Using Okidata printers operating in Epson FX mode. Functions F4- Change Edit Colors changes the background and font colors on edit screens. F6- Change FI Colors changes the background and font colors on FI edit screens. F8- Change Report Colors changes the background and font colors on report screens. Page 5/10 Technical Support

6 USING MENUS Once you log into the ACS software you can see that it is menu driven for ease of use. Below is a copy of the system administrator menu. From this menu we are going to the security section and hit enter so that we can setup your system security. The information below describes how to use the menus to move around the system as quickly as possible Movement Keyboard You can use the arrow keys to select the menu item you want and press enter To move back one menu level press <ESC>. Shortcut Mouse Striking the first letter of an option will move directly to that option. Double Click on the item that you wish to access. If you wish to move back one screen you can click on the back arrow. Page 6/10 Technical Support

7 DISPLAY SCREENS Display screens are used view information that is in the system and control the adding, editing and deleting of information. Below is an example of the System Security display screen. Operations Viewing - Upon entering the screen the last item in the file will be display. To View a different item enter that items number. You can use Page Up or Page Down or the mouse scroll button to move through the file. You can also Press F3 to Find a particular record. Adding Editing Deleting If you would like to add an item to the system press F2 and you will be taken to the add screen. If you want to edit the item you are viewing press F8 and you will be taken to the edit screen. If you want to delete the item on screen press F10 this system will ask you confirm your deletion then remove the item from the system. Page 7/10 Technical Support

8 Copying If you want to copy all of the descriptive information to another code press F6 and enter the new code and the data on screen will be copied to the new code. Page 8/10 Technical Support

9 USING EDIT SCREENS Edit screens are used to change information. You can move from field to by using the ENTER, TAB or ARROW keys or the Mouse. Any field that is highlighted in yellow is findable field (Press F3 or Double Click) on that field a list of entries will appear. After you have entered all of the information on the Edit Screen, press F9 to Save the Information. If you do not wish to save the information press ESC. Page 9/10 Technical Support

10 HOT KEYS In addition to the function keys indicated on the bottom of the screen there are several other Hot Keys which are available on various screens. You can use the following Hot Keys from anywhere in the program: ALT-C Calculator This will bring up the pop up calculator ALT-L Label Maker This brings up a popup screen to print labels ALT-M Menu This brings up a menu which the user can customize to run 15 different programs without leave ACS ALT-P Personal Roladex Same as roladex but restricted to one person ALT-R Roladex Pops up a roladex where you can store information on commonly contacted people. Page 10/10 Technical Support