Includes database changes, you'll need to log all terminals our during upgrade

• Gift cards
  • new gift card type : discount gift cards. These are cards you issue without receiving any money, so giveaways promotions, sponsorship plans etc.  Instead of paying off tax invoices and being treated as a method of payment, they discount the tax invoice : potentially all the way down to a $0 tax invoice, so there is no GST liability to you. Essentially they are limited discount schemes. Currently can only be used for cash spares and cash workshop invoices.  They generally behave and are used the same was as existing gift cards (now renamed to cash gift cards). Differences:
    • No cash is taken when they are created (or accounts billed)
    • Can only be used, at this time, for over the counter spares sales and workshop service sales.
    • Tax invoices issued are discounted, so you do not need to pay GST since you are giving stuff away, not providing goods and services, customers cannot claim input credits since there are no input credits to claim on discount portions of tax invoices.
  • Deleting/undeleting an operation that involves vouchers will now adjust any corresponding vouchers, even if it means the voucher is reopened.
    • Undeleting an operation that was deleted that involves refunded voucher funds subsequently spent elsewhere will not work (since money was already spent!)
•  Units
  • Purchase unit : request payment method if from customer.
  • Track hour as separate from odo. Prints/displays on most relevant screens / reports.
  • Allow flagging of units as archived, for customers with large fleets that get routinely serviced.
    • When selecting a unit for a new workshop job etc, these units will be filtered out by default. C9 will make it obvious that there are filtered results
    • Do not send automated recall reminders for archived units
• Workshop
  • Track hour as separate from odo. Prints/displays on most relevant screens / reports.
  • Make it a bit easier/more intuitive to edit a job that is in completed state. Switching to progress gives option to apply right away and sets up edit session to allow editing of things which are normally disallowed for completed jobs
  • New field : key location. Here you can key in location details like # on a key ring rack, or bay # or similar. Displays in various view edit screens and on the main workshop screen
  • Tweak keyboard shortcuts on New Job
• Spares
  • Relax constraints on deleting bills connected to spares receive. System now permits delete/undelete of these records without regard for inventory impacts. Upto operators to adjust inventory accordingly.
  • F2 lookup part, new option in setup allows you to default parts search to look at stocked items only
  • Min Qty Automatic Re-ordering : include new setup switch to completely disable this feature
  • Receive Stock, option to print barcode labels for invoices as well.   Printed barcodes are smart context sensitive barcodes. i.e. scan a WS barcode and c9 will jump you to the relevant workshop job, no matter where you are in c9
    
  • Spares discount changes
    • Resdesigned Edit Discount screen to easier arrive at various discount goals. $ discount, final suppy price, or $/final price for supply + order items.
    • Goal seeking for discount % will favour 'nice' looking discount values. i.e. will grab 12.50%  instead of 12.47% if they both yield the same goal
• Contacts
  • Shipping label, print customer ph# in a different spot so as to not stuffup AusPOSTs automatic label readers. Print it in same location they print ph# in on their eParcel labels.
  • Send email at key points, like emil invoice.  Offer option to store email address keyed in against customer record if relevant