Home

The Home page is the screen displayed when you log in.

The menus shown at the top left are always available from any screen. They are the starting point for navigating to different system areas.

If configured, you may also see chart boxes on the home screen.

To return to the Home screen at any time, click the ** symbol found at the top right of all screens.

Field Descriptions

• User (Drop List) — Displays your login by default. If set, you can select other users in a drop list. Select --All-- to see KPI data for all users, or select a particular user.

• Workgroup (Drop List) — Displays your workgroup by default. You can view KPI data for other workgroups. Select --All-- or a specific workgroup.

• Name (Display) — Displays your name.

• Contact (Display) — Displays your phone number.

• Email (Display) — Displays your email address.

• Position (Display) — Displays your position description.

• Reports to (Display) — Displays your manager's name.

• Position (Display) — Displays the position description of your manager.

• Refresh (Button) — KPI data refreshes every 15 minutes. Click to refresh immediately. Some charts update nightly. See KPI Data for more details.

Setup References

• Create or rename Workgroups in Setup / Workgroups

• Set role access to KPI Charts in Roles / KPIs

• Set a user's Workgroup in Users / Details

• Set a user's KPI Charts in Users / KPIs

• Set access to other users’ KPI Charts in Users / Details

• Set access to other Workgroups in Users / Details

System Sections

Administration

• Billing

• Payments

• Receivables

• Maintenance

• Card Services

• Controls

• Import Data

• Employees

• Pay Runs

• General Ledger

• Export

• Standard Reports

Reference Data

• Import or Export Files

• Import Table Data

• Export Table Data

• Mail Queue

• Report Queue

• Scheduler

• Users

• Roles

• Workgroups

• Change Password

General Information

• System Overview

• Troubleshooting

• Environments

• Navigation and search tips

• Workflow (business processes)

• FAQ

• Getting Started

• Field Auditing

• Exit System

External Integrations

• RedBook Vehicle Data

• Angle Auto Finance

• MacLease

• WEX Motorpass

• AutoGuru

• Salesforce CRM

• Azure Login

Technical Overview

• Email Configuration

• VPN Connection

• Scheduled Services

• Stored Procedures

Appendices

• Appendix A: External Report Writers

• Appendix B: Release History

• Appendix C: Browser Configuration Guide

• Appendix D: Browser Add-In Tools

• Appendix E: Troubleshooting

• Appendix F: Client Login Setup

• Appendix G: Release Notes

• Appendix H: Live Deployment Schedule

• Appendix I: QA Deployment Schedule

Icons

Status Icons

• ✔ Check icon

• Checklist icon

• Construction pages (under development)

• Warning messages (system caution notices)

• Note messages (system guidance)

Screen Legend

• Pending — Red text transactions not yet posted

• Posted — Black text transactions completed

• Billing — Transactions awaiting invoice

• Deleted — Grey text, historical only

• Warning — System warnings

• Failed — Failed processes

Action Buttons

• View / Print (PDF or CSV)

• Edit record

• Post record

• Create new record

• Save / Cancel edits

• Delete record (history)

Colour Preferences

In Edit mode, click the colour swatch to open the Colour Picker.

Fields

• Colour Preference 1

• Colour Preference 2

• Colour Preference 3

• Colour Preference Notes

Notifications

The Notifications Bell icon shows system alerts.

States:

• No icon changes → No notifications

• Blinking red dot → Unacknowledged alert

• Solid red dot → Acknowledged alert

Lookup with Supplier Type

Many fields in the system have a ** icon next to them.

Click this when you do not know the required code and want to search for a record.

When you select a record in the lookup pop-up, the field will populate automatically and the pop-up will close.

Filters

• By (Drop List) — Select the field you want to search on

• Text (Text) — Enter search value (case-insensitive)

• Supplier Type (Drop List) — Recommended supplier type or --All-- for all suppliers

• Contains Text (Checkbox) — Searches within text values instead of exact match

• (Button) — Close lookup pop-up

• (Button) — Execute filtering

Columns

Locations

Advanced Vehicle Search

This popup is launched from the Description field lookup in edit mode.

It shows the stored variant details. If incorrect, you can search and update the contract.

Filters

• Variant Code (Text) — Enter if known

• Make (Drop List) — Vehicle make

• Model (Drop List) — Vehicle model

• Model Year (Drop List) — Model year

• Body Type (Drop List) — Body type

• Variant (Drop List) — Select final variant

Action Buttons

• Save — Save selected variant to quote

• Cancel — Close without saving

Validations

Advanced Vehicle Filter

Used when too many variants exist after selecting Make, Model, Year, and Body Type.

Filters help narrow results.

Filters

• Doors (Drop List) — Number of doors

• Transmission (Drop List) — Transmission type

• Drive Type (Drop List) — Drivetrain

• Engine Litres (Drop List) — Engine size

• Fuel Type (Drop List) — Fuel type

• Variant (Drop List) — Final selection

Action Buttons

• Save — Apply variant to quote

• Cancel — Exit without saving

Variant Code Filter

Used when you already know the exact Variant Code.

Displays variant details for confirmation before saving.

Fields

• Variant Code (Text input)

• Make (Display only)

• Model (Display only)

• Body Type (Display only)

• Model Year (Display only)

• Doors (Display only)

• Transmission (Display only)

• Drive Type (Display only)

• Engine Litres (Display only)

• Fuel Type (Display only)

• Variant (Display only)

Validations

Action Buttons

• Save — Apply variant to quote

• Cancel — Return to vehicle tab