Information for Existing Clients

Documentation of major programs (pdf files)

Inventory User Guide
Deal & Quickquote User Guide
Buy Here Pay Here User Guide
Admin User Guide
Admin Reports Guide
Forms User Guide
Utility Programs Guide
Frequently Asked Questions
How to use Carousel with License Express

Documentation for Minor Programs

How to enter Boats and Trailers into Inventory
How to use the Feed Upload program
How to calculate Credit Life
Washington State Dealer Manual (2012)

Utilities

TeamViewer

Helpful Videos

We will be creating videos of Carousel functions that may not be obvious.
These will all be on YouTube.
This will be a work in progress.
In the following list, those videos that exist will have a (blue) link.
The ones yet to come, but scheduled, are simply line items.
If you have a suggestion for something we did not think of, let us know.
We presume in this section that you either know Carousel, or have seen the Full Demo
Times are in minutes and seconds.

Changes and Announcements

Updated 4/11/24

-- The Carousel Change Guide V2010
-- The Carousel Change Guide V2012
This is a PDF and is updated every time a change is made to one of the programs.
It does not list forms, unless that form change affects a program.

I got a letter from the lawyers of a Very Large DMS Company grumping that I was referring to their universally used bank contract with the contract's name and sometimes number. Even though I am licensed to distribute this contract. So from now on, references to that Very Well Known Company's products will be abbreviated as
TOCBWU, for The Only Contract Banks Will Use.
Memos from Carousel 2008-2019 Updated 2/9/21.
Memos from Carousel 2020 Updated 2/9/21.
Memos from Carousel 2021 Updated 1/25/22.
Memos from Carousel 2022 Updated 12/29/22.
Memos from Carousel 2023 Updated 8/4/23.
Memos from Carousel 2024 Updated 4/11/24.
These are a compendium of documents written for general knowledge for Carousel users.
All of these were originally emailed memos, that have now been combined into several PDF documents.

Change List Summary

The green numbers below refer to the paragraph in the Changes to Version 2.010 or 2.012 document.
The red numbers are form numbers that are new or updated.
The blue names are documents and videos that have been created or updated.
Dates in brackets [] are form id's and revision dates of the form.
Dates in Parens () are when the change was made in our system.

    2012

  • Epistles-- New Epistles VI for 2024 (4/11/24)
  • 007-- removed the PO Box insertion from future mailing addresses (11/8/23)
  • 006-- Admin Reports -- new rpt 508, allow color of cars to be seen better (10//23)
  • 005-- Splash -- use old Stretch flags to have programs use the new ModelTable (10//23)
  • 004-- A2S -- update the Access to Sql Server convert tool (10//23)
  • 003-- CreateIndex -- database tools to fix issues in V2012 (10//23)
  • 002-- FinanceCo -- fix a null when creating or reading the new APR Flag (9//23)
  • 001-- QuickQuote -- changes to Print Recap and Update buttons (7/28/23)
  • Epistles-- New Epistles V for 2023 (8/4/23)
  • V2012 -- What to Expect-- Changes from V2010 for V2012 (8/4/23)

    2010

  • 61048-- 502 form needed an updated filing fee. Now gets it from defaults (9/11/23)
  • 80105-- green vehicles (7/23/23)
  • 61059-- updated Idaho st-133[10/18] sales tax exemption (7/13/23)
  • 80058-- Auth for Payoff (WA) (6/23/23)
  • 50290-- SafeCat Catalytic converter Warranty (5/30/23)
  • 50291-- RoadVantage Tire Repair (5/30/23)
  • 50290-- RoadVantage Winshield Repair (5/30/23)
  • 80055-- fixed bug (5/30/23)
  • 549-- new macro -903 to find option by its abbr (5/29/23)
  • 70970/1-- Updated Carousel PO to list options in display area (5/26/23)
  • 80055-- Updated WSIADA Auth for Payoff (5/26/23)
  • 60140-- Californai Emission Statement (4/11) (4/29/23)
  • 19020-- Idaho TOCBWU form now dated 6/23(4/10/23)
  • 61058-- Idaho ST-104 to 12/21 revision(3/25/23)
  • 548-- Report 1209 is report 1207 with less data (11/28/22)
  • 60094-- Reposession -- fi top line, delete date of(11/18/22)
  • 547-- Modify the display of the Options Selected popup box of the Deal proram, (9/27/22)
  • 546-- new program -- SFemail (8/22/22)
  • 545-- new amount owed report and file (8/22/22)
  • 544-- fix last payment variable in self finance maint (8/15/22)
  • 543-- convert fuel type integer to string (7/16/22)
  • 99147/8-- Title App and POA for Arkansas (7/2/22)
  • Doc-- Update Security document (6/28/22)
  • 542-- new license costs for deal and quick quote (6/21/22)
  • 541-- fixed stock number garbage in logs for backup and quick quote(6/21/22)
  • 540-- log display will now show records with no stock number(6/21/22)
  • 70977-- CS WA purchase order for Seattla RTA(6/11/22)
  • 539-- Quickquote checkbox for out of state(6/7/22)
  • 7204/254-- Enhance Carousel deal jackets(5/5/22)
  • 70056-- Put colors on two lines, if two colors(5/3/22)
  • 538-- oneColorField will ignore NA for 2nd color(5/3/22)
  • 79308-- add dealer name as seller at bottom of form(4/18/22)
  • 80154,44-- Was not printing cobuyer when that existed(4/18/22)
  • 537-- Put logging into the backup programs(4/13/22)
  • 536-- Change Warranty to Service Contract in recaps -- deal and qqote(4/8/22)
  • 80290/1-- Wsiada (TruForm) Buyer's Guide (replaced obsolete 80290/1)(4/8/22)
  • 535-- Deal Service B&O calculation -- missed EMS fee in some cases(4/7/22)
  • 534-- AdminS -- restore default fnt sizes (4/6/22)
  • 60008/18-- Odo forms did not print customer name (beause old odo said Hand print) (4/4/22)
  • 80300-09-- Buyer nguides did not have Email for dealership 2nd page (4/4/22)
  • 533-- Self Finance Reports -- add Help (info) button to report page (3/31/22)
  • 532-- Self Finance Reports -- add Lateness to Next Payment Date report(3/31/22)
  • 531-- Deal -- add VehleType to dbprintengine macroes (3/9/22)
  • 530-- AdminS -- fix "restart cs2pdf" message(3/7/22)
  • 529-- AdminS -- remove control boxes for secondary forms(3/4/22)
  • 528-- AdminS -- generate inventory spreadsheets for Dealer Center (3/4/22)
  • 527-- SelfFin Reports -- fixed spreadsheet 2nd line option (2/25/22)
  • 526-- QuickQuote -- abort if being updated when vehicle is in sold state (1/28/22)
  • Video-- CS2PDF video (1/26/22)
  • Doc-- Update Sql Server install: backup for Sql Server (1/28/22)
  • Doc-- Update Carousel Epistles on web site (1/25/22)
  • Doc-- Update Feedgen with setup information (1/22/22)
  • 525-- InventoryS -- after Add Recon, return the cursor to the Add button (1/21/22)
  • 50235-- updated Horizon signature card (1/12/22)
  • 81105-- Buyer names in 8 point font, since longer names were overlaying DL (12/17/21)
  • 79305-- replaced weowe with Printcraft version (12/17/21)
  • 75202-- Revised Cook PO w/ warranty & gap (12/16/21)
  • 524-- Quickquote sales tax on doc fee for out of state buyers, Idaho dealerships (12/7/21)
  • 523-- InventoryS long description does not show on an edit (11/12/21)
  • 19015-- Deleted 2nd gap signing area (page 2 right)(11/9/21)
  • 522-- AdminS screen did not refresh after printing a report (11/7/21)
  • 521-- AdminS changed report display from text box to rich text format(10/21/21)
  • 520-- Added warning to Admin that CS2PDF needs to be restarted when the TOCBWU magic number is entered(10/21/21)
  • 80067-- Negotiated Waiver and Disclaimer (10/21/21)
  • 519-- Admins reports 705/715 selections blocked (9/27/21)
  • 518-- Deal -- License Express ampersign problem (9/16/21)
  • 60033-- Wa Title App -- add checkmark for joint tenancy (8/5/21)
  • 61032-- Id Title App (3337 [3/21]) for boat trailers CS2PDF (7/21/21)
  • 60034-- Wa Title App for boat trailers (420001 [9/19]) CS2PDF (7/21/21)
  • 61036-- add logice for Native Americans(7/13/21)
  • 517-- AdminS Sales Tax History enabled scroll bars (7/1/21)
  • 516-- InventoryS moved print buyer's guide button to print forms page (6/22/21)
  • 515-- Changes to quickboox export for QB20211(5/24/21)
  • 514-- Changes to InventoryS Recon processing (5/11/21)
  • 62035/60-- Montana forms for boat and trailer(6/17/21)
  • 80066-- The year part of the date printed incorrectly(6/3/21)
  • 60033-- hold title app model to 10 characters(5/24/21)
  • 600xx-- hold odo model to 10 characters(5/24/21)
  • 513-- enter key, and titles, for LogT1(5/11/21)
  • 80201-- needed to move where lienholder printes out(5/7/21)
  • 80079-- should not have anything in the title area (5/7/21)
  • 512-- Carousel Purchase Order forms removed emissions liability(5/6/21)
  • 511-- inventoryS,fuel type always logged on startup(5/6/21)
  • 510-- CS2PDF elimiated database reads. Deal modified too(5/4/21)
  • 509-- AdminS tab to tab removed(4/21/21)
  • video-- Admin Part 4A -- Car Forms (4/16/21)
  • video-- Admin Part 4 -- Tables Screen and Spreadsheet Tables (4/12/21)
  • 508-- inventoryS,I(nvdisp -- doubleclick for clipboard gets line + 1(4/7/21)
  • 80201-- Carousel form to replace WSIADA Deposit and Forfeiture form(3/27/21)
  • 507-- AdminS subforms are now all the same initial size (3/26/21)
  • 506-- InventoryS bugfix on stock number refresh (3/24/21)
  • 505-- InventoryS bugfix on Show Details button (3/22/21)
  • 504-- admin forms diectory print now shows dealer name (3/20/21)
  • 503-- Change width slider in Admin Reports to a Width quater-number (3/18/21)
  • 61036-- Idaho app for title -- Updated to 3/21 (3/18/21)
  • 70055/6-- convert to CS2PDF (3/12/21)
  • 61036-- Idaho app for title had a problem in section 7 (3/11/21)
  • 40315-- convert 40311-3 to CS2PDF (3/11/21)
  • 502-- Self Finance Maint -- add Customer Comments popup (3/7/21)
  • video-- Admin Part 3 -- Defaults Screen (3/6/21)
  • video-- Admin Part 2 -- Reports Screen (2/27/21)
  • video-- Admin Part 1 -- Utilities Screen (2/25/21)
  • video-- Admin main screen video (2/24/21)
  • 501-- Admin Stretch changes (2/24/21)
  • video-- Admin Stretch video (2/24/21)
  • 70039-- bumped fon size in fianancial area (2/16/21)
  • 500-- Del program and Inactive Gap and Warranty companies(2/11/21)
  • 80057-- Leinholder Payoff for car bought off the street [Carousel new] (2/2/21)
  • 499-- Inventory Leinholder description(2/4/21)
  • video-- Inventory leinholder entry (2/6/21)
  • video-- Green Vehicle sales tax exemption(1/31/21)
  • 498-- green vehicle sales tax exemption (2/3/21)
  • 80103-- Buyer's Retail Sales Tax Exemption Certificate [6/2020] (2/2/21)
  • video-- Report 1199 (R&R)(1/31/21)
  • 80300,1,2,4-- added signature area on Buyer's Buide (2/25/21)
  • 497-- etemp issue with vehicles over 32K lbs (1/20/21)
  • 496-- Fuel Type and Sql Server (1/19/21)
  • 40086-- Safe-Gap Deficiency Waiver Addendum -- SGGP-UN [12/19] (12/16/20)
  • video-- DealScan(1/11/21)
  • 495-- Inventory Display updates to Deal and InventoryS(1/9/21)
  • 494-- describe updates to Inventory Display(1/9/21)
  • video-- Inventory Display Update(1/9/21)
  • 493-- Inventory now accepts stock numbers with a hypnen in it(1/7/21)
  • video-- Inventory Display(1/2/21)
  • video-- How to generate a Carousel invoice(12/21/20)
  • 492-- InvSearch (deal, inventory) -- sync the search functions(12/21/20)
  • 491-- syncfolders: block unselect, workstation mode, human interface (12/10/20)
  • video-- Sync Workstations(12/13/20)
  • 61036-- spouse and cobuyer names were first/last rather than last/first (12/10/20)
  • 490-- Report 1151 was created to be a date range of report 1150 (12/9/20)
  • 489-- Report 103 will now let you run multiple months of Carousel Bills(12/3/20)
  • 488-- Report 100 will now write its data to c:\auto\CarouselBill(m,y).txt(12/3/20)
  • 487-- Report 1199 was collecting data for the 1st of the following month (also)(12/3/20)
  • video-- Inventory Changes(11/29/20)
  • 486-- InventoryS program will now remember the last stockno worked on, even through a program reboot(11/27/20)
  • 61036-- the sales tax was being reported wrong -- tradenet vs tradeoffere, options (11/25/20)
  • 485-- Splash program will allow selection of stretch or no stretch versions (11/24/20)
  • 484-- refactor Inventory to allow elastic forms (see video Inventory Stretch) (11/18/20)
  • 483-- put Fuel Type into inventory Car Description screen (11/16/20)
  • video-- Inventory Stretch(11/18/20)
  • 482-- Admin QB generator -- some values had 3 decimal points (11/12/20)
  • 80079-- WSIADA Disclaimer of Warranties(full page 3/20)(11/4/20)
  • 481-- Admin report 1199 blew up if previous report had no data (11/4/20)
  • 480-- Report 900 sometimes abended on Sql Server databases(11/1/20)
  • video-- Inventory Vendors(11/3/20)
  • video-- Inventory Forms(11/1/20)
  • video-- Complete Overview of the Carousel system (10/26/20)
  • 479-- Admin -- added email address to spreadsheet 1109 (10/23/20)
  • 19018-- TOCBWU WaBA 11/20 Laser (10/22/20)
  • 10169-- TOCBWU Wa 11/20 hard copy (10/21/20)
  • 80066-- WSIADA Implied Warranty (full page)(10/18/20)
  • video-- Inventory -- Purchased From (10/17/20)
  • 478-- Admin About captions fixed (10/16/20)
  • 477-- Admin report 1199 -- fixed date issue (10/9/20)
  • 79309/5-- Add the previous title number to Idaho 502 (10/16/20)
  • 19015/6-- TOCBWU Wa 11/20 Laser (10/15/20)
  • video-- Backup databases (10/15/20)
  • video-- Inventory Car Costs (10/13/20)
  • 79309/5-- New WSIADA full page Due Bill (10/9/20)
  • video-- Invewntory Car Description (10/8/20)
  • video-- Workstation Setup (10/7/20)
  • video-- Inventory Introduction (10/3/20)
  • 60028/29 -- WA laser P2 odometer forms CM2PDF [5/15] (10/2/20)
  • 81104/5-- Switch from 3 pages to 1 combined page with popup [8/17] CS2PDF (10/1/20)
  • 476-- Spreadsheet admin report 1116 (9/30/20)
  • video-- Washington E-Temp (license express)
  • video-- Find StockID by model.make
  • video-- ODBC Switcher
  • video-- Log Display
  • video-- Overview2 (splash program minor bits)
  • video-- Overview (splash program)
  • 80144-- Wa Release of Interest -- we now also fill out the POA section (9/22/20)
  • 20252-- STCU proof of insurance -- add more info (9/11/20)
  • 475-- Remove ODBC from Splash (9/9/20)
  • 61086-- ID Statement of Correction [7/17] CS2PDF (9/7/20)
  • 11091-- ID Carousel Loan Contract [8/20] CS2PDF (9/6/20)
  • 81052-- ID Casual Display of Vehicle ITD 3932 [7/16] CS2PDF (9/3/20)
  • 81104/5-- ID Power of Attorney ITD 3368 [8/17] CS2PDF (9/2/20)
  • 61104-- ID Duplicate Title ITD 3367 [7/13] CS2PDF (9/2/20)
  • 474-- dbPrintEngine new codes -52,-53,-54 Bananas (9/2/20)
  • 61092-- ID Afficavit of Repossession itd 3366 [7/13] CS2PDF (9/1/20)
  • 79419-- Vehicle Consignment with a Licensed Idaho Dealer itd 3415 [6/14] CS2PDF (9/1/20)
  • 61072-- Id Release of Interest - ITD 3337 [7/17] CS2PDF(9/1/20)
  • 61036-- Id Application for Certificate of Title - ITD 3337 [9/19] CS2PDF(8/31/20)
  • 61058-- Revised Idaho Tax Exemption (new form name) - ST-104-RN [1/19] CS2PDF(8/31/20)
  • 473-- dbPrintEngine new code -93 VehicleType (8/31/20)
  • 80123-6-- in and out of state delivery CS2PDF (8/26/20)
  • ........-- Note that the old hardcopy forms were deleted
  • 60129-- dealer selling motor vehicle to tribes - Rev 36 0002e [6/19] CS2PDF(8/26/20)
  • 60094-- Wa Repossession Affidavit TD420-042 [8/18] CS2PDF(8/26/20)
  • 80192-- Customer Privacy (was 80199) CS2PDF[8/20](8/25/20)
  • 60077-- Primary REsidence Address Exception (was 60088) td-420-004 CS2PDF[4/18](8/24/20)
  • 60076-- Cert of Fact for preinstalled scripts td-420-043 CS2PDF[9/17](8/24/20)
  • 60075-- Cert of Fact User Comments td-420-043 CS2PDF[9/17](8/24/20)
  • 60128-- Wa excise tax exempt for tribes td-420-023 CS2PDF[7/16](8/21/20)
  • 80144/54-- Wa Relese of Interest td-420-050 CS2PDF[2/18](8/21/20)
  • 472-- admin->car forms get pdfdirect images from dbBgrnd (8/20/20)
  • 471-- admin->car forms allows for updating Revision Data (8/20/20)
  • 470-- DB PrintEngine -- pf_bananas sets ccode(89) for buyer only(8/20/20)
  • 60116-- Wa Relese of Interest td-420-040 CS2PDF[3/18](8/18/20)
  • 80266-- Ack. Good Will Service -- Carousel CS2PDF(8/19/19)
  • 60104-- Wa Vessel title td-420-289 CS2PDF[5/19](8/18/20)
  • 469-- DB PrintEngine -- Gap and Warrant Co added (8/12/20)
  • 30159-- AUL service contract ES2 [6/14](8/10/20)
  • 40092-- This form now supports WIC [8/17](8/10/20)
  • 50212-- IRS 8300 -- cash pay > 10K -- CS2PDF (8/8/20)
  • 19021-- Idaho TOCBWU ### for Credit Concepts CS2PDF (8/3/20)
  • 79418-- Carousel Conssignment CS2PDF (7/29/20)
  • Forms -- update Major update to Form user Guide (7/28/20)
  • 468-- Carousel Purchase Orders now in cs2pdf format (7/27/20)
  • 62034-- Montana Title App CS2PDF (7/27/20)
  • 10993-- Carousel Wa Contract CS2PDF with legal stuff (7/27/20)
  • 709075/6-- Carousel Id purchase orders in cs2pdf format, with legal stuff (7/27/20)
  • 467-- quickquote -- had a logging bug (7/25/20)
  • 466-- syncfolders -- no longer sync dbforms/local, allows txtsx files(7/25/20)
  • 79070/1-- Carousel Wa purchase orders in cs2pdf format, with legal stuff (7/15/20)
  • 40038-- APPI gap in CS2PDF format [ogap-ap-150 6/18] (7/14/20)
  • 465-- Report 1199 and 100 -- Admin TOCBWU usage reports(7/5/20)
  • 464-- Report 1252 -- Self Finance loans for a specific date range(7/4/20)
  • 463-- Report 1115 -- purchase order data for sold cars for a month(7/1/20)
  • 462-- LaserTOCBWU forms are finally available.(6/30/20)
  • 19020 -- Id TOCBWU 4/20 -- LASER version finally available (6/26/20)
  • 19010-- Wa TOCBWU 7/15 -- LASER version finally available (6/24/20)
  • 461-- LaserTOCBWU forms are finally available.(6/19/20)
  • 10165-- Wa TOCBWU 7/15 -- restructured (6/18/20)
  • 60033-- Wa title App CS2PDF [5/19] (6/15/20)
  • 460-- Deal -- change background if Deal starts to process a Quickquote name(6/9/20)
  • 459-- update Add more items to vin/make list (6/4/20)
  • 11005-- Idaho TOCBWU form Cs2PDF [4/20] (6/1/20)
  • 458-- update Find names will now also find telephone numbers (6/1/20)
  • 457-- update Update Forms Table did not have the anti delete logic for reports (5/20/20)
  • 456-- update Idaho Transfer crashed when you got ver 10 titles (5/12/20)
  • 455-- admin 900 report did not show B&O for Reserve (5/5/20)
  • 454-- isolated the communications to the cs2pdf program (3//20)
  • 453-- update Splash -- new functions (3/2/20)
  • 80300-80309 -- cs2PDF versions of buyers guides (3/23/20)
  • Admin -- update Major update to Admin Reports user Guide (3/15/20)
  • 452-- update deal forms -- boat details -- added "-y" for engine year (3/14/20)
  • 451 -- update admin reports -- Idaho Title Transmittle report now prints on scanned background (3/14/20)
  • 450 -- update Self finance report -- add yrmkmdl to oamount owed report (3/14/20)
  • 449 -- admin.deal.inventory -- validate stock number alphanumeric (2/18/20)
  • 448 -- remove popup box from cs2pdf testing (2/7/20)
  • 447 -- Combined the two Amount Owed reports, fixed display issues (2/7/20)
  • Self Finance -- update Major update to Self Finance user Guide (1/29/20)
  • Inventory -- update Major update to Inventory user Guide (1/29/20)
  • Admin -- update Major update to Admin User user Guide (1/29/20)
  • Deal -- update Major update to Deal user Guide (1/29/20)
  • Forms -- update Major update to Forms user Guide (1/29/20)
  • 446 -- Bugfix self finance was not recreating an existing vehicle's paramters (1/28/20)
  • 445 -- Bugfix syncfolders still needed work on active form compares (1/24/20)
  • 60023-- Wa Odo form for dealer buying a car (1/23/20)
  • 444 -- Document describing the new PDF Direct forms printing (1/10/20)

For earlier changes

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