Starting | Importing Trucks | Pricing A Truck | Printing and Exporting | Program Settings | Getting Help |
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Starting | The program's main (and first) screen displays a list of trucks currently in your database. (View screen) It contains buttons for help, importing, changing settings, editing, reporting and exporting, and others. | |
Importing Trucks |
To import truck records from an Excel file, click the Import button on the main
screen, which brings you to the import screen. (View screen)
In this screen:
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Pricing A Truck | If you click the Edit Selected Record button in the main screen, you will see the data for that truck. (View screen) The screen includes fields that are specific to the assessment year, and others that are permanently attached to the truck. There is also a screen (View) showing data downloaded from the NHTSA. Also see how to batch price base prices below under Program Settings. |
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Printing and Exporting |
If you click the Reports button in the main screen,
you will get a dialog to select from several types of report.
(View screen) In that dialog, you will typically
click the Print List of Selected Records button to go to a screen to
select records to print or export. (The other buttons are for special reports.)
In the selection screen (View screen), click the Print button to preview or print a list of selected records. ( View sample report (PDF) ) If you click the Print Letters button in the main screen, you will arrive at the initial Mail Merge Setup screen. That takes you to a selection screen, from which you go to the final Mail Merge Print screen. Click the Export button to select and export records to an Excel spreadsheet. (View screen)This export may be to your administrative vendor's preferred format, if a checkbox and pulldown are available. ( View sample exported list (Excel) ) |
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Program Settings | If you click on the Settings button in the main screen, you get a dialog (View screen) that allows you to change the number of decimal places in your final values. It also has buttons for the depreciation and pricing table screens, to set types for trucks that aren't automatically decoded, and batch price trucks without base prices. You may also be able to select the administrative vendor for data export. Note that this gets automatically set when you import, if the program recognizes the vendor from the format. The Depreciation Tables can be edited in the Depreciation Editing Screen. (View screen) The Pricing Charts can be edited in the Pricing Editing Screen. (View screen) Types can be assigned to untyped trucks using the screen for that. (View screen) Trucks can be assigned base prices in batches. (View screen) This may be especially useful for truck fleets. |
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Getting Help | In most screens, you will find a button with a large green question mark (See any of the other screen images). Clicking that button displays help related to that screen.(View sample help) |
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