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Batch Operations |
From the Main Menu select
Batch Operations. Available buttons are as follows:
Start
Liens/Export:
- Criteria - Vehicles that
have been in an impound facility for the number of days
specified in company set-up, and have no start lien
date, will appear on the start liens screen.
- Invalid/Wait - The pink
screen located at the bottom is for vehicles that are
missing or have wrong information. Click the invalid
log button to print the vehicles that are ready to
lien that have problems report. This report is a great
tool to walk the yard with. If you single click a
vehicle to highlight it, the reason it is invalid will
appear in the reason field at the bottom of the screen.
You can double click the vehicle or click the edit
button to go to the call detail screen to make edits.
Once you have made the corrections, click the
refresh/validate button on the right side of screen
and the vehicle(s) will move to the yellow screen at the
top.
- Ready to Send - The
yellow screen located at the top is for vehicles that
are completely ready to lien. When you click the send
liens button the start lien fee in company set-up
will automatically be applied to the record and the lien
date in the call details will automatically be date
stamped. It will give you the option to print the start
lien report, which can be faxed or emailed to your lien
agent. Once this is done, the vehicles will appear in
clear dates/import where they are awaiting the auction
date.
Clear Dates/Import:
- Criteria - All records
without clear dates that have a lien start date.
- Clear Dates/Import -
Click one or more vehicles to highlight selected
vehicles. Type clear date (auction date) in the
empty field next to the add clear dates button at the
lower left corner of screen. Click the add clear dates
button. Once this is done it will date stamp the record
with the clear date and add charges as determined in
company information. Hit Close to exit.
- Import Lien Info - This is for
California clients only. Contact Dalton Lien Services,
Inc. for further instructions.
Batch Lot Transfer:
- Transfer multiple cars from one
lot to another using this feature. This form will move
one or more records from one storage lot to another.
Select the lot to move from and to in the From Lot
and To Lot boxes at the top of the screen.
Select vehicles to be moved by clicking on the vehicle
to highlight it. Click Move Vehicles to complete
the transfer.
Export to QuickBooks:
- Export to QuickBooks - Export
invoice data to QuickBooks using the Export tab.
When this is clicked, Tow Dawg will prompt for a
password. After the password is entered, a file dialog
box will appear. Select a name and location for the
export file. The file will be created and will contain
all data not previously exported. You will have the
option to export invoices or payments or both. When you
import them into QuickBooks each invoice and each
payment will appear as though you entered them manually.
Batch Lien Sale Processing:
- Process - Will record
monies received from sale, print receipt for buyer,
release vehicle from inventory and update record with
sold dates and buyers information.
- Criteria - Lien sale date
in right corner defaults to current date. Vehicles with
clear date (auction date) equal to current date or prior
will appear on the list.
- Select the options enter
the buyer, sale amount and method
of payment. Click the Process Batch Sale at the
bottom of the screen.
Invoices:
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