VN309

Customer Special Pricing Report

The customer address has now been added to the report. It will not show on the preview report results, but will show as a new column if you choose Export Data.

Purchases by Customer Report

Now, you can either select the Buy or Pay To customer in this report. The customer information and the Group Results in the report will be based on this selection.

Purchases Vehicle Report

The ability to filter on VIN number, Make, and/ or Model has now been added to this report.
1. The VIN Number will show in the search parameters.

2. The Make and or Model fileters have been added to filer the report.

EZ Cash Payments Report

EZ Cash has been enhanced to work better with partial payments.
1. To Set up:

1. From the Home page, choose the System Configuration Menu.
2. Select yards and choose your yard.
3. Now, select the Payment Options menu from the left.
4. Select the EZ Cash Payments tab
   
5. Be sure to fill out the new fields for TUD IP Address and the TUD ID Port.

2. Report

1. From the Home page, select Reports.
2. Now choose the Cashier menu.
3. Select EZCash Payment and choose either Preview Report or Export Data from the Action Items menu.

Pay To Functionality

A customer can now be marked as a Pay To Only customer.
1. To Set up:

1. Select the Account tab from the General menu.
   
2. Here you can select how the account should be set up. You can now mark a Customer as “Pay To” only when you select only the \ checkbox.
3. Select Save.

2. From theBuy screen:

1. Choose Customer Ticket to start a ticket.
2. Search for and select the customer that you will ultimately pay to. When selected, you will see this message pop up to remind you to add the driver as a customer on the ticket as well.
   

   i. If you need to add the driver as a customer on the ticket as well, choose Yes.
   ii. If the Pay To and the driver are the same, choose No and continue as usual.

3. If you select Yes, you will be directed to the Customer search screen.
   i. The Customer Lookup screen will be prepopulated with customers that are listed as Pay To in the customer master (they are designated with a star on the Customer Tile). You can also search for any other customer as normal.
   
4. When you complete the ticket and pay it, you will see both the driver and the Pay To customer listed on the ticket.
   

Tickets Awaiting Approval Report

1. From the Reports screen, select Tickets Awaiting Approval.
2. Select Preview Report or Export Data.
3. Edit the parameters.
   
4. Select Run Report.

Purchase Order Status Report

1. From the Reports screen, select Purchase Order Status.
2. Select Preview Report or Export Data.
3. Edit the parameters.
   
4. Select Run Report.

Customer Identification Report

This report runs from the Customer Edit screen.

1. Search for the customer and double-click the tile.
2. From the Customer Edit screen, select Print License Image from Action Items.
3. You will see a printable version of the Customer profile with licence image included.
4. Select Print or Save .

Scrap Dealer Service (for Ohio only)

Scrap Dealer Service provides access to the Do Not Buy database from Ohio Homeland Security.

---

Note: Some companies that sell may be exempt from this list as they already have a standing approval.

---

1. From the Buy Screen:

1. Create a ticket from the Buy screen and select the customer as usual.
2. When you choose customer, the system will automatically check the Ohio DPS database to see if the selected customer is on the DO NOT BUY list.
   

---

Note: If the process times out, close out of the ticket and start again.

---

After the search runs, you will either see:

1. A white bar at the bottom of the screen which shows the customer has passed the search.
   
2. A dark grey bar which shows that the customer did not pass the search.
   

   In the case that the customer did not pass, you can:

   1. Continue – If you think that the information coming back does not accurately match the customer.
   2. Void – If you think the information is correct and you want to Void the ticket.

2. Setup:

1. From the System Configuration Menu, select Yard.
2. Choose the Yard and select the Services menu.
3. Select Ohio Dps from the Type drop-down.
4. Enter the Ohip DPS web address into the Url field.
5. Now, enter your specified UserName and Password.
6. Type in your Facility Registration Number into the corresponding field.
7. Last, use the to add the cameras that are customer facing. This will add the customer images to the database.
   

   ---

   Note: Be sure to check the Enable Do Not Buy Search checkbox in order to allow this service to begin.

   ---

   

Scrap Dealer Services.API
3. To Submit a request outside of the buy screen:

1. From the Home page, select User Menu.
2. Now double-click Scrap Dealer Transfer from the menu (You must have permission to see this option).

• There are three pages on this screen:

1. Current Transfer – This is where you can run Transfers by ticket number, receipt number, or date.
2. Past Transfers – This is where you will see all past transfers (not including tests).
3. Settings – This shows a read-only view of the settings that are set up in Yard> Services.
4. You will also see your last transfer populate in the right column for reference.

• There are two ways to send a request to test customers outside of buy screen.

1. Submit a list:
   • You can submit a list by first choosing an option from the drop-down menu (either by Receipt Number, Ticket Number, or Date).
   • Then, enter in a Start Number and End Number. If you want to run a single ticket or receipt, use the same number in both Start and End.
   • Now choose Submit Transfer from the Action Items.
   • You will see a message when the transfer is complete showing either a
     pass or a failure .

• Your submissions will be available to view in the Past Transfers screen. If it did not pass you can double-click on the failed transfer to see the details of the failed submission.
Ex:

When the failed variables have been corrected, you can select the failed submission from the Past Transfers page and select the to resbmit your selection.

Submit a test list:

• You can submit a test list by first choosing an option from the drop-down menu (either by Receipt Number, Ticket Number, or Date).
• Then, enter in a Start Number and End Number. If you want to run a single ticket or receipt, use the same number in both Start and End.
• Now Choose Test Transfer from the Action Items.
• Test transfer results will automatically generate pop up with pass or fail information for each item.
  Ex: