Here is the navigation menu that will show when the button ‘OK’ is selected on the ‘Start Screen’ menu. This menu will help you navigate to other sheets in the spreadsheet system.
Creating and Saving an Agreement
In this section it will give you steps on how to create a new agreement and also save the agreement.
Here is the comparison page; this is the sheet you will be using in order to creating your new agreement. To get to this page you select the button to go to the ‘Comparison’ sheet from the navigation menu:
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The first step in order to create an agreement is to select the correct customer and car details. You can do this by selecting the correct details from the drop-down list for each or typing in the correct details.
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Once you have selected the certain customer and car details, now you have to select the deposit amount that the customer is willing to give. You can do this by simply typing in the amount or using the spinners to come to the correct amount. The spinners go up in £50.
- Once you have selected the correct deposit amount, the next step is to select the loan period amount that the customer is willing to pay back the loan. There is an option of between one to one to four years.
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Now you have selected all the details for the agreement, the next major step is to save this agreement. Before saving this agreement you have to choose the loan company which has the cheapest option available to the customer. In order to find this loan company you simply have to look at the table showing monthly payments and final cost, the charts and the table showing the cheapest and expensive loan company.
You can see that from this example that the cheapest loan company is ‘Halifax Loans’ and the most expensive is ‘Norton Finance’.
- If you want more detailed information about all three loan companies and what they have to offer, then you simply click on the button ‘Go to Loan Details’. This will take you to the ‘Loan Details’ sheet which has detailed information about every single loan company for example Interest Rates, Insurance, Penalty for Early Repayment etc.
- After you know which option is the best for the customer you can now save the agreement. For the example shown ‘Halifax Loans’ was the best option therefore to save it you simply select the button ‘Select Halifax Loans’. This will automatically save the details for this loan company on the ‘Agreement’ sheet therefore the agreement will be saved. This will be same for all loan companies:
- If ‘Norton Loans’ was the cheapest option you would select the button ‘Select Halifax Loans’ to save the agreement.
- If ‘Ocean Loans’ was the cheapest option you would select the button ‘Select Ocean Loans’ to save the agreement.
Validation:
There is validation when creating an agreement. If this validation is ignored then you could encounter problems.
- The first piece of validation is when selecting the correct customer ID number. If an incorrect number is entered then an error message will come up saying that the ID number entered is incorrect. The reason for this validation is to stop the user entering an ID number which does not exist.
Here is the error message that will appear:
- The second piece of validation is when selecting the correct Registration Plate for the car details. If an incorrect registration plate is entered then an error message will come up saying that the registration plate entered is incorrect. The reason for this validation is to stop the user entering a car registration plate which does not exist.
Here is the error message that will appear:
- The next piece of validation is when selecting the deposit amount that customer is willing to pay towards the car. If the amount which is entered is below zero therefore is a negative amount, then an error message will appear. The reason for this validation is to stop users entering negative figures as this is not possible.
Here is the error message that will appear:
- The final piece of validation is once again when selecting the deposit amount that the customer is willing to pay towards the car. If the amount which is entered is greater than the cost of the car then an error will show. This is because it is not possible that a customer will pay a deposit of more than the cost of the car to Reg’s Second Hand Cars.
The error shown will be:
The message ‘Too Big’ will show beside it and the Loan Amount will highlight in red
Printing an Agreement and Comparison Page
In this section it will give you steps on how to print an agreement and the comparison page.
Agreement:
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To print an agreement the first step is to go to the ‘Invoice’ sheet on the spreadsheet. This can be accessed through the ‘Agreement’ sheet. Therefore from the menu select the button ‘Agreement’, then once you are on the ‘Agreement’ sheet select the button ‘Go to Invoice’.
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Once on the ‘Invoice’ sheet you simply choose the Agreement ID number of the agreement you want to print. You can select by either entering it or by selecting it from the drop-down menu. When the ID number is selected all the details for that saved agreement will appear.
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Once the ID number has been selected you then press the ‘Print’ button which looks like this:
Once this button has been pressed, it will bring up the ‘Print Preview’ options. But the options have already been pre-set therefore all you have to do is press ‘Print…’. Once pressed the printer options should appear and from these options you simply press ‘OK’ and the agreement (or invoice) should printout.
Comparison Page:
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To print the Comparison Page you firstly have to go to the ‘Comparison’ sheet. To get to here you just select the ‘Comparison’ button on the menu.
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Once on the ‘Comparison’ sheet, you then go to ‘File’ then to ‘Print Preview’ and this will bring up the ‘Print Preview’ options. Looking from the preview you can see that the comparison sheet does not fit onto one page. Therefore on the print preview options you select ‘Setup…’ then from here you change the page setup:
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Change the orientation of the page to ‘Landscape’.
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Change the scaling of the page so that it fits to one page.
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Once the page setup has been changed it is now ready to print. Therefore you just press ‘Print…’ and then press ‘OK’ to the printer options. Then the printer should produce a printout of the Comparison page all fitted onto one page in landscape format.
Validation:
There is one piece validation on the ‘Invoice’ sheet. If this validation is ignored then you could encounter problems.
- The piece of validation is when selecting the correct agreement ID number. If an incorrect number is entered then an error message will come up saying that the ID number entered is incorrect. The reason for this validation is to stop the user entering an agreement ID number which does not exist.
Here is the error message that will appear:
Adding, Editing and Deleting Customer Details
In this section it will give you steps on how to add a new customer, edit existing customer details, and delete customer details.
Adding a New Customer:
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The first step in order to add new customer details is to go to ‘Add Customer’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Add New Customer’ button to take you to the ‘Add Customer’ sheet.
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Once you are on the ‘Add Customer’ sheet you type in your new customer details. On the ‘Title’ field you can actually select the type of detail you want from the drop-down menu.
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Once you have entered the new customer details, the next step is to press the button ‘Add New Customer Details’. This will copy these new details to the Customer Records on the sheet ‘Customer Details’. From this screenshot you can see the new customer details have been added to the customer records.
Editing Customer Details:
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The first step in order to edit customer details is to go to ‘Customer Details’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Customer Details’ button to take you to the ‘Customer Details’ sheet.
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Once you are on the ‘Customer Details’ sheet you select the ‘Edit/Delete Customer Details’ button. After this is clicked, the editing options for the details should come up.
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Once the editing options are up, you firstly scroll down to the customer details you want to edit. In the example, the customer details which are going to be edited is ID number ‘4’. As soon as you have selected the customer details you want to amend, you then edit the specific details you want by simply selecting it and editing it by using the keyboard. In the example, the ‘Telephone Number’ is edited from ‘01162714895’ to ‘01162789232’. When you have edited the selected details of your choice you then finally press ‘Close’ and this will be saved to the records.
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Looking from this screenshot you can see once ‘Close’ is pressed it should simply save the recent edited details to the existing customer records.
Deleting Customer Details:
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The first step in order to delete customer details is to go to ‘Customer Details’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Customer Details’ button to take you to the ‘Customer Details’ sheet.
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Once you are on the ‘Customer Details’ sheet you select the ‘Edit/Delete Customer Details’ button. After this is clicked, the editing options for the details should come up.
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Once the editing options show up, you firstly scroll down to the customer details you want to delete. In the example, the customer details which are going to be deleted is ID number ‘7’. As soon as you have selected the customer details you want to delete, you then press ‘Delete’ and this record will be removed from the customer records.
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Once you have pressed ‘Delete’ you then you press ‘Close’ and this will take you back to the table of customer records. And from the screen shot you can see that the details for customer ID 7 have been removed from the records.
Validation:
There is validation when creating a new customer record. If this validation is ignored then you could encounter problems.
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The first piece of validation is found when entering the new customer details. This validation is found on the ‘Title’ field. If ‘Mr, Mrs, Ms, Miss’ are not typed or selected from the drop-down then an error message will appear explaining that it is incorrect. The reason for this validation is to stop the user entering incorrect data. Here is the error message that will show:
- The second piece of validation is when entering the new customer details. This validation is found on the ‘Postcode’ field. If the data entered is not in the correct postcode format, then an error message will come up. This will explain that it is entered incorrectly and therefore enter it again in a correct format. The reason for this validation is to stop the user entering the postcode in an incorrect format.
Here is the error message that will show:
- Another piece of validation is once again when entering the new customer details. This validation is found on the ‘Telephone Number’ field. If the telephone number entered is not equal to exactly 11 numbers, then an error message will come up. This will explain that it is entered incorrectly and therefore enter it again so it equals 11 numbers. The reason for this validation is to stop the user entering a telephone number which is either too short or too long, therefore an incorrect number.
Here is the error message that will show:
- The final piece of validation is similar to the last piece. This is found when entering the new customer details. This validation is found on the ‘Mobile Number’ field. If the mobile number entered is not equal to exactly 11 numbers, then an error message will come up. This will explain that it is entered incorrectly and therefore enter it again so it equals 11 numbers. The reason for this validation is to stop the user entering a mobile number which is either too short or too long, therefore an incorrect number.
Here is the error message that will show:
Adding a New Car
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The first step in order to add new car details is to go to ‘Add Car’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Add New Car’ button to take you to the ‘Add Car’ sheet.
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Once you are on the ‘Add Car’ sheet you type in your new car details. On the ‘Transmission’ field you can actually select the type of detail you want from the drop-down menu.
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Once you have entered the new car details, the next step is to press the button ‘Add New Car Details’. This will copy these new details to the Car Records on the sheet ‘Car Details’. As you can see from the screenshot the new added car has been added to the records for all the cars.
Editing Car Details:
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The first step in order to edit car details is to go to ‘Car Details’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Car Details’ button to take you to the ‘Car Details’ sheet.
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Once you are on the ‘Car Details’ sheet you select the ‘Edit/Delete Customer Details’ button. After this is clicked, the editing options for the details should come up.
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Once the editing options are up, you firstly scroll down to the car record you want to edit. In the example, the car details which are going to be edited is the car with the registration plate ‘GA03 KDS’. As soon as you have selected the car details you want to amend, you then edit the specific details you want by simply selecting it and editing it by using the keyboard. In the example, the ‘Price’ is edited from ‘20000’ to ‘17250’. When you have edited the selected details of your choice you then finally press ‘Close’ and this will be saved to the existing records.
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Looking from this screenshot you can see once ‘Close’ is pressed it should simply save the recent edited details to the existing car records.
Deleting Car Details:
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The first step in order to delete car details is to go to the ‘Car Details’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Car Details’ button to take you to the ‘Car Details’ sheet.
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Once you are on the ‘Car Details’ sheet you should select the ‘Edit/Delete Customer Details’ button. After this is clicked, the editing options for the details should come up.
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Once the editing options show up, you firstly scroll down to the car details that you want to delete. In the example, the customer details which are going to be deleted is the car with the registration plate ‘SK01 ALS’. As soon as you have selected the customer details you want to delete, you then press ‘Delete’ and this record will be removed from the existing car records.
- Once you have pressed ‘Delete’ you then you press ‘Close’ and this will take you back to the table of customer records. And from the screen shot you can see that the details for customer ID 7 have been removed from the records.
Validation:
There is validation when creating a new car record. If this validation is ignored then you could encounter problems.
- The first piece of validation is found when entering the new car details. This validation is found on the ‘Registration Plate’ field. If the data entered is not in the correct Registration Plate format, then an error message will come up. This will explain that it is entered incorrectly and therefore enter it again in a correct format. The reason for this validation is to stop the user entering the registration plate number in an incorrect format.
Here is the error message that will show:
- The second piece of validation is when entering the new customer details. This validation is found on the ‘Transmission’ field. If ‘Manual, Automatic, Semi-Automatic’ are not typed or selected from the drop-down then an error message will appear explaining that it is incorrect. The reason for this validation is to stop the user entering incorrect data.
Here is the message box:
Exiting the System
In this section it will give you steps on how to exit the system. There are three different ways in which you as the user can exit the system.
Start Screen Menu:
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One way in which to exit the system is by using the ‘Start Screen’ menu. To get to the ‘Start Screen’, you firstly open up your system. Then the first screen that should show once it is opened is the start screen menu. Therefore from here you simply press the ‘Quit’ button. Once you have pressed the button a message box saying ‘are you sure you want to exit’ will show. Therefore if you want to exit you select ‘Yes’.
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The second way in which to exit the system is by using the ‘Navigation’ menu.
To get to the navigation menu you simply press the customised button on the toolbar.
Once on the navigation menu you select the ‘Exit’ button to exit the system. Once you have pressed the button message box saying ‘are you sure you want to exit’ will show. Therefore if you want to exit you select ‘Yes’.
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The final way in which to exit the system is by selecting the exit button on top of your excel browser otherwise known as the ‘X’ button. To exit your system you basically press this button and it will exit the system.
One final point about exiting the system is that just after you try exit your system, a message box may come up saying whether ‘you want to save your changes’. Therefore if you want to save the changes you have made then click ‘Yes’.
Here is a picture of that message box:
Backing-up the System
In this section it will give you steps on how to backup the system. The method which will be shown is that the system will be saved on a removable disk which is also known as a USB pen drive.
- The first step in backing up your system is that once you are ready to back-up the system you go to ‘File’ and then click on ‘Save As’.
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This will then bring up the saving options. On here you go to ‘My Computer’ and then select the removable disk drive. Once you have opened the removable disk drive, you simply select where you want to save it in there, maybe in a new folder. Once you have decided, you then press ‘Save’ and this will backup the system on the removable disk drive. In the example, you can see that the system has been saved in a new folder named ‘Back Up of System’ and then the system has been saved as ‘RegsCarSystemBackup’.
- Now the system has been saved on the removable disk drive. You can see that it has from this screen shot:
Making alterations to the System
In this section it will give you steps on how to make changes to the system.
- To make changes you firstly decide on the data you want to amend. In this example the interest rates will be amended.
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The first step in order to amend the interest rates is to go to the ‘Loan Details’ Sheet. To get here you firstly press the customised menu button on the toolbar which will take you straight to the menu. Here you can see the customised button.
Once this button is pressed it will bring up the navigation menu and from here you select the ‘Loan Details’ button to take you to the ‘Loan Details’ sheet.
- Once you are on the ‘Loan Details’ sheet due to the fact that it is protected, it needs to be unprotected. To unprotect the sheet, you go to ‘Tools’ then to ‘Protection’ and then select ‘Unprotect Sheet’. This will unprotect the sheet therefore the sheet can now be amended. You use this method to unprotect any sheet.
- Now to amend the details you just select it and change it by using the keyboard. In the example we are changing the interest rate of ‘Norton Loans’ when the Loan amount is between £500 and £1000. It will be changed from 9% to 6%. Here you can see the interest rate being changed.
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Once you have made amendments you then protect the worksheet. This is done in the same way as unprotecting the sheet. You go to ‘Tools’ then to ‘Protection’ and then select ‘Protect Sheet’.
Trouble Shooting
In this section it will run through some problems which could occur with the system.
Not Printing onto one Page:
If your selected sheet is not printing on one page, the problem could be that the settings are incorrect. Therefore the first step is to check the ‘Setup’ settings on print preview. If the settings are on ‘Adjust to 100% normal size’ this means that this is the reason why it is not printing one page. To make it fit to one page you change the settings to ‘Fit to 1 page(s) by 1 tall’ and also change it to ‘landscape’. This will make it fit to one page and you can see this from the screenshot.
Buttons are not working on the system:
The reason why the buttons may not be working on the system is because when you opened your system you may have selected ‘Disable Macros’ therefore if this is selected it will make your system not function properly (as mentioned on page 7).
Therefore the solution is to first exit the system, then reopen it and select ‘Enable Macros.
If this still does not solve the problem then please refer to the Technical Guide.
Charts are not working on the system:
The reason why the charts may not be working on the system is because you may have left out entering some data when creating the Agreement. Therefore the solution for this is to check that you have entered all the data for creating a new Agreement. Therefore make sure there are no details which have ‘#N/A’.
Therefore make sure you have selected or entered the customer ID, the registration plate, the deposit amount and the loan period. Also make sure these are all entered correctly.
If this does not solve the problem then please refer to the Technical Guide.
Validation Error messages keep showing:
The reason why validation messages may keep on cropping up is because the data you are entering may be incorrect. Therefore check the data you have entered and also have a look at the validation sections. Make sure the data you entered is the correct format, or the correct amount of characters etc.
For example, on the ‘Add Customer’ sheet when entering the data for the ‘Title’ make sure it is either ‘Mr, Miss, Mrs, Ms’ otherwise an error message will show.