Step Guides:
Setup/Review System Parameters that affect the Fleet Quotation Create a quote Print/Email/Fax Quote Search for an existing quote Convert a quote to an order Create a Ratesbook Create/modify a Company default record Create a new Prospect customer "On-the-Fly" Create a Dealer Option "On-the-Fly"
Quotations Main Menu
Primary Quotations form
APR Calculator Audit Clone Customer Casefile Customer Contact Record Customer Review Edit Margin Edit Ovehead form Edit Profit Edit Rental Email File Finance Review Makeup Review Maintenance Review Option Add Option Review Options Summary Tab Product Review Print Quotation Search Residual Value Review Review Excess/Under Mileage Rollback Vehicle Review Vehicle Selection Wordsearch VRB Fleet Numbers
APR Calculator
Audit
Clone
Customer Casefile
Customer Contact Record
Customer Review
Edit Margin
Edit Ovehead form
Edit Profit
Edit Rental
Email
File
Finance Review
Makeup Review
Maintenance Review
Option Add
Option Review
Options Summary Tab
Product Review
Print
Quotation Search
Residual Value Review
Review Excess/Under Mileage
Rollback
Vehicle Review
Vehicle Selection
Wordsearch
VRB Fleet Numbers
Ratesbooks
Details Tab Customer Review Deposit Required Output Tab Ratesbooks Defaults Tab Source of Business Wordsearch Product Tab Product Details Set-up Product Review Ratesbooks Defaults Tab Finance Tab Default Contract Mileage Edit Mileage Finance Profiles Ratesbooks Defaults Tab Vehicles Tab Multiple Vehicle Selection Options Tab Options Selection Output Tab Calculate Exceptions Print Sort Edit Margin File Menu Option Notes Toolbar Print Ratesbook Search Setup
Details Tab
Deposit Required
Output Tab
Ratesbooks Defaults Tab
Source of Business
Product Tab
Product Details Set-up
Finance Tab
Default Contract Mileage
Edit Mileage
Finance Profiles
Vehicles Tab
Multiple Vehicle Selection
Options Tab
Options Selection
Calculate
Exceptions
Sort
File Menu Option
Notes Toolbar
Ratesbook Search
Setup
Quotations Print
Convert Quote
Edit Order Instructions
Contract Upload
Reports & Enquiries
Miscellaneous Options
Product Management Menu Product Details Insurance Details Additional Costs RFL Options Motor Club Options Relief Vehicle Setup Tyre Options Tyre Budget Tables Dealer Commission Costs Accident Management Costs Excess & Under Mileage Misc Price Details Used Vehicle RV Adjustments Used Vehicle Maintenance Adjustments Finance Management Menu Finance Types Finance Profiles Residual Values Management Menu Residual Manipulation (DP) Residual Value Group Mgt (DP) Residual Value Copy Residual Value Data Sources Maintenance Values Management Menu Maintenance Manipulation (DP) Maintenance Value Group Mgt (DP) Maintenance Value Copy Maintenance Value Data Sources Tyre Value Management Tyre Manipulation (DP) Tyre Value Copy Tyre Value Data Sources Data Imports Menu Franchise Data Import Residual Value Import (DP) Maintenance Value Import (DP) Tyre Value Import (DP) Discount & Delivery Import Fleetnet Cross-Reference Set-up Fleetnet Cross-Reference Convert CAP to DHS Layout Import CAP Used Monitor
Product Management Menu
Product Details Insurance Details Additional Costs RFL Options Motor Club Options Relief Vehicle Setup Tyre Options Tyre Budget Tables Dealer Commission Costs Accident Management Costs Excess & Under Mileage Misc Price Details Used Vehicle RV Adjustments Used Vehicle Maintenance Adjustments
Product Details
Insurance Details
Additional Costs
RFL Options
Motor Club Options
Relief Vehicle Setup
Tyre Options
Tyre Budget Tables
Dealer Commission Costs
Accident Management Costs
Excess & Under Mileage
Misc Price Details
Used Vehicle RV Adjustments
Used Vehicle Maintenance Adjustments
Finance Management Menu
Finance Types Finance Profiles
Finance Types
Residual Values Management Menu
Residual Manipulation (DP) Residual Value Group Mgt (DP) Residual Value Copy Residual Value Data Sources
Residual Manipulation (DP)
Residual Value Group Mgt (DP)
Residual Value Copy
Residual Value Data Sources
Maintenance Values Management Menu
Maintenance Manipulation (DP) Maintenance Value Group Mgt (DP) Maintenance Value Copy Maintenance Value Data Sources
Maintenance Manipulation (DP)
Maintenance Value Group Mgt (DP)
Maintenance Value Copy
Maintenance Value Data Sources
Tyre Value Management
Tyre Manipulation (DP) Tyre Value Copy Tyre Value Data Sources
Tyre Manipulation (DP)
Tyre Value Copy
Tyre Value Data Sources
Data Imports Menu
Franchise Data Import Residual Value Import (DP) Maintenance Value Import (DP) Tyre Value Import (DP) Discount & Delivery Import Fleetnet Cross-Reference Set-up Fleetnet Cross-Reference Convert CAP to DHS Layout Import CAP Used Monitor
Franchise Data Import
Residual Value Import (DP)
Maintenance Value Import (DP)
Tyre Value Import (DP)
Discount & Delivery Import
Fleetnet Cross-Reference Set-up
Fleetnet Cross-Reference
Convert CAP to DHS Layout
Import CAP Used Monitor
Vehicle Data Management
Lost Business Competitors
Override Groups
Override Management
System Maintenance Menu
VAT Rates Consolidate Quotation Files Prevent/Allow Access Reset In Use Flags File Usage Statistics Verify Files System Parameters General Tab Quotation Defaults Tab Ratesbooks Defaults Tab Calculation Details Tab Priorities Tab Agreement Creation Tab Reports & formats Tab System Controls Create Files
VAT Rates
Consolidate Quotation Files
Prevent/Allow Access
Reset In Use Flags
File Usage Statistics
Verify Files
System Parameters
General Tab Quotation Defaults Tab Ratesbooks Defaults Tab Calculation Details Tab Priorities Tab Agreement Creation Tab Reports & formats Tab
General Tab
Quotation Defaults Tab
Calculation Details Tab
Priorities Tab
Agreement Creation Tab
Reports & formats Tab
System Controls
Create Files
Kerridge Utilities
Marketing
Company Records Target Records Vehicle Records WordSearch
Company Records
Target Records
Vehicle Records
WordSearch
Administrator
Electronic Mail Electronic Diary Company Phone Book
Electronic Mail
Electronic Diary
Company Phone Book
Miscellaneous
form Navigation Broadcast Box Title Bar Control Menu Box
form Navigation
Broadcast Box
Title Bar
Control Menu Box
