Ask For Reminder Period YES will prompt the cashier to select a reminder period for each customer. NO will automatically select the same reminder period for all vehicles, which is then displayed as the Default Reminder.

Max Num Reminder Cards This is how many reminder cards will print out in one batch. This feature was used more with the older dot-matrix printers, which tended to jam or run out of ink during long print runs.

New Customers Only If enabled, the Thank You card function in Customer Management will only print cards for first time customers.

Zip Code Separator This will sort the reminder cards by zip code and will print a separator between each zip code. This may be required by the Post Office for volume discounts.

Print Mail Stamp An electronic mail stamp can be printed on Sage reminder/thank you cards. Presorted, Class and Permit numbers must be setup at a United States Post Office.

Advanced The Advanced screen is password protected; Sage Technical Support must be contacted for changes to this section.

Primary Tax Rate Enter the Primary tax rate here as a percentage, i.e., “6,” “6.5” or “7.75”, etc.

Primary Tax Registration ID Leave blank except for locations in Canada– this would be GST.

Round Primary Tax Choose the appropriate rounding method, Round, Down, or Always Up.

Secondary Tax Rate Enter the Secondary tax rate here as a percentage, i.e., “6,” “6.5” or “7.75”, etc.

Secondary Tax Registration ID Leave blank except for locations in Canada– this would be PST.

Round Secondary Tax Choose the appropriate rounding method, Round, Down, or Always Up.

Apply Secondary Tax to the Subtotal (except for Quebec, where the Secondary Tax is applied to the sum of the Subtotal and Tax1) or Subtotal + Tax.

Apply Tax Before Coupon Usually NO. See the Coupon Maintenance section on page 137 for a detailed explanation.

Note that changes done under Tax Setup take effect immediately. This will affect your reports. The tax amount collected is calculated and saved with each individual invoice. When you run various sales reports, the “Tax Collected” is the sum of the tax collected on all invoices in that date range; it is NOT the total taxable sales amount multiplied by the current tax rate.

Protect Cash Drawer And Bay Deletes Setting this to Yes will force the Security Override Window to display, forcing the user to enter a code and password to verify security.

Limit Fleet Credit Limits Allows the manager or designated persons to override a fleet credit limit.

Prompt for Code and Password Before Checkout Forces the user to enter his code and password before checking out a customer.

Prompt for Code and Password Before Clock In and Clock Out Forces user to enter their code and password before clocking in or out of QuickTouch.

Prompt for Inventory Adjustments Forces the user to enter his code and password before adjusting inventory.

Use Security Hierarchy in Security Groups If enabled, Users cannot view or modify employees or security groups that are in a higher Security Group than they are. Security Levels are set in Security Group Maintenance.

Pay Type Name The name of the pay type. You cannot change it once it has been added. To make changes you will need to delete and re-add the pay type.

Treat Like CREDIT CARD or OTHER. There is no functional difference between these so use the Credit Card setting.

Amount Limit The dollar amount limit for this payment type.

Sort Order This will order the pay types by number. If more than one pay type has the same sort number, they will then sort alphabetically.

Fleet Link Normally this is NO. YES means that the pay type can only be used for a particular fleet Account. Most fleet accounts will use the Fleet payment type, so the Fleet Link would only be used in a particular situation…for instance, the fleet account does not pay their balance at the store but rather pays at another office location.

Optional: Fleet Name Selecting a particular fleet account for this payment type will automatically charge the invoice to that fleet. Leaving this blank will allow the cashier to indicate the fleet account at the time of sale.

Open Cash Drawer When Used YES or NO, depending on whether you want the cash drawer to open when you press this payment type at the time of sale.

Prompt for Last 4 Digits of Credit Card During Check Out Enabling this setting will prompt for the last 4 digits of a Credit Card when any ‘Credit Card’ payment method is used

Open Cash Drawer YES to have the drawer open automatically based on the pay type. NO if there is no functioning cash drawer.

Cash Drawer Type Choose the interface type of your cash drawer. The most common type is USB, but if you are using an older cash drawer it may be Serial.

If using a Serial Cash drawer, indicate the computer COM (Serial) port that the cash drawer is connected to.

If using a Network cash drawer, you will need to have the IP Address and Port configured appropriately.

This screen is used to setup QuickTouch to export information to the QuickBooks interface as well as connect to CarFax QuickVIN.

This section will normally be administered by a Sage Support Technician. Please contact Sage Technical Support before making any changes on this screen.

Note: The MailMark button is no longer used for the MailMark export.

The G/L Export Setup is used for configuring the QuickTouch to QuickBooks Export interface. All pertinent fields are listed and can be linked to the appropriate QuickBooks account number. If new Pay Types are created after the QuickBooks interface has been installed, they must be linked accordingly

From Name Name that displays as the Sender on the email

Subject This will be displayed as the subject on the email

From Email Address Email that displays as the sent from

HTML File Location Location of HTML file for email body

Reply To Email that will serve as the reply to address

SMTP Server / Port The Server name that handles outgoing mail and the port which the SMTP server uses to send mail

SMTP Authentication Yes/No if login required for SMTP

SMTP Username / Password The Username/Password for your SMTP Server

POP Login Specify whether POP Login is required by server

POP Server Specify the POP server name

POP Username Specify the POP Username

POP Password Specify the POP Password

Read Receipt Request a read receipt from email recipient

HTML Use HTML (graphical) email, or plain text

Verbose Yes or No (used for advanced troubleshooting)

Encode Data Yes or No

Priority 1 = High 3 = Normal 5 = Low

For Fleet Accounts only

Estimate Type If left blank, the estimate will print in the same format as your Invoices. If you use preprinted invoice forms, you can choose a different format here, such as Graphics, which utilizes plain paper, which can help you save on paper costs.

Notes A customized Note can be setup to print on every Estimate.

Purge Estimate after ___ Days By default, QuickTouch will save all Estimates on the bay screen for the number of days specified here. If an estimate is not converted into an invoice prior to this, it will be automatically deleted.