Dealer Listing Dialog

This Help File Page was last Modified on 07/09/2016

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Dealer Listing Dialog

This Help File Page was last Modified on 07/09/2016

Understanding & Using the Dealer Listing Form:

The focus of the Dealer Listing Form is the Grid containing the list of the Dealers who have a Check mark in the Bill on Behalf field in the Dealer section of the Dealers Form

 

HelpFileMKSDealerBilling-DealerListing-AddNewDealerOption

Add a New Dealer - The Add a New Dealer option is located at the top of the Dealer Listing Form and is used to create a new, but basic Dealer record.  

 

HelpFileMKSDealerBilling-DealerListingOptions

 

The 4 other Dealer Listing options are located at the bottom of the Dealer Listing Form and require that a specific Dealer record be selected before choosing one of those.

1.Dealers - This is the first choice (from left to right) at the bottom of the Dealer Billing Form and is actually the option that, after leaving this Dealer Listing Form (by choosing one of the other 3 options), returns you to this Dealer Listing Form.  

2.Billing Info - This option displays the Billing Information for the currently selected Dealer (selected on the Dealer Listing Form).

3.Pending Billing - This option displays the Pending Billing records for the currently selected Dealer (selected on the Dealer Listing Form).

4.Run Billing - This option displays the Run Billing Form from which the Run Billing Form may be accessed.

 

Add New Dealer - Click this option to open the Add New Dealer Form and enter the requested information

 

HelpFileMKSDealerBilling-AddNewDealer

Dealer Listing Form - Add New Dealer Form

 

Dealer Code - You may enter up to ten (10) characters - Capital letters, spaces, and numbers (punctuation marks are not accepted) - to identify a "CODE" for this Dealer.

Dealer - Enter the Subscriber's name (up to 70 characters in length - but keep in mind the limited display area of a standard #10 Window Envelope).

Entering a Business Name

oEnter the Name as it would be listed in the Telephone Directory

oIf a prefix is part of the name but that name is not normally alphabetized by that prefix (such as the word "the"), enter the name followed by a tilde ("~") and the prefix.

oExample: "ABC Company~The"

Address - Enter the Street address and name (up to 30 characters in length).

City - Enter the City (up to 25 characters in length)

State - State code (or Province)

Zip - Enter their Zip (or Postal) code.

Phone - Enter the Primary Telephone Number following the rules below:

If no Area Code is required, enter the seven (7) digit telephone number (it cannot start with a 1)

If 10 digit dialing is in effect - no "1"prefix is needed, but you do need to dial an Area Code as part of the telephone number:

oPress the <Space Bar> first.

oThen enter the three digit Area Code.

oFinally, enter the seven digit Telephone Number.

oCorrect formatting will be applied automatically.

Long distance Telephone Numbers (with a "1" prefix) are entered as such, and the appropriate formatting parentheses and dash is applied automatically.

Fax - Continue with the Fax as needed following the Telephone Number entry rules outlined above.

Email - Enter their Email address.

Save - Click the Save option to record this New Dealer entry.

 

The Other Dealer Listing Options - Click the options to display its associated Form:

Dealers - This is the first choice (from left to right) at the bottom of the Dealer Billing Form and is actually the option that, after leaving this Dealer Listing Form (by choosing one of the other 3 options), returns you to this Dealer Listing Form.  

This option displays the Dealer Listing Form which includes a list of the Dealers who have a Check mark in the Bill on Behalf field in the Dealer section of the Dealers Form

To use any of the other Dealer Listing options (i.e., Billing Info, Pending Billing, Run Billing) a specific Dealer record must be selected.

 

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MKS Dealer Billing - Dealer Listing - Dealers option