Floorplan Homepage
This is the main homepage or starting point for managing the floorplan. This page has a number of links to sub items or separate add/edit pages for things like asset types and title accounts. Each sub page has its own help file.

If you are trying to pay amounts due on the floorplan, please check the payables homepage under the report type of specific stock/units.

The top form on this page allows you to search for floorplan information, dates, totals, and title accounts. If the search form is hidden, use the show/hide button to interact with the search form. The only required field is the title account. All other fields will help to filter the records that are returned. All of the text fields have built-in wildcards to help with searches. A wildcard allows the database to match any part of the field instead of a direct match.

Once the records have been returned, the top form will show the search criteria and the results will be shown below. At the top of the results, there will be a special button to show a simplified version of the same report for printing purposes. It is important to note that the printable report button will only get the same records that are displayed in the main results. If you need to change the printable report, change the top form and resubmit the main search form (top form). Once the results are displayed correctly, you can click the show printable button again if needed.

Each record that is returned will have a number of drill-down links to help edit information and check payroll status. Each record will also have a checkbox that can be checked and then associated with the bottom form (that will only show up if records have been found). The bottom form will allow you to move multiple records to different title accounts and record information in bulk. If more information is needed for each unit, this should be updated and controlled on an individual stock/unit level.

If you are trying to pay amounts due on the floorplan (in bulk), please check the payables homepage under the report type of specific stock/units.