Bug fixes:

• Regression: Last version of c9 broke orderbook search function. Now working again
• Merge customer units. C9 would not let you merge a unit that was transferred from another customer treating it as a sold unit. Now fixed.

Includes database changes. You need to log all terminals out during upgrade

Added VicRoads marine related paperwork. Specifically:

• Light trailer rego
• Vessel Registration
• Vessel Rego Transfer

Changes to better support dealing with paperwork across various concerns so a sale involving a trailer + hull + motor only prints trailer rego for trailer only and vessel rego for hull only. (Currently only applies to Vic other states to be updated later).

• Ability to configure different unit types to indicate which paperwork is relevant to them. e.g. :
  
• Option to configure contract of sale to print one contract per unit or one contract per sale. So for a unit sale involving trailer+hull+boat all 3 elements appear on a single contract particulars sheet. (only works for Vic at this time. Will adjust other states over time to facilitate this).

Other Changes

• Drop Ship modifications
  • Change part allocation logic to work better with drop shipping.  When receiving orders, whether or not an order is drop shipped will affect priority of parts allocation to minimise/disallow allocation of parts likely drop shipped vs delivered to dealership.
  • Orderbook prefix dropship flagged orders with a [D] prefix.
  • Tighten up the logic on when to print drop shipping notice on print order. Previously would disregard dropship setting on franchise, now verifies order is actually drop shipped
• UI Tweaks
  • Export Order via old-school export option (instead of orderbook). Warn user if order is already in sent state.

• UI tweaks and design improvements to view transactions
  • Provide options to filter results based on trial balance type, deleted txns and whether or not txns are fully allocated
  • Provide a ‘statement view’ which shows txns and their linked txns in a heirarchy form. e.g:
    
• Bug fixes
  • Delete an activity record/supplier txn linked to a floorplan operation does not delete the floorplan record nor update floorplan status. Now fixed
  • Add bill+pay. Make sure txns link to each other only
  • Vicroads transfer form for a deal with only a purchase unit on it would not work. Now fixed
  • Receive spares : buy price + buy total would incorrectly show $0 under some circumstances. Computes and saving of parts etc was all good, purely a screen based error
• Small tweaks
  • Got KTM/Husky/WP factory importing working again after switch to Microsoft/OAUTH login thingo
  • GAS imports magician query. Also grab buy price.
  • Print statement. Add an option to memorise email body for bulk email statement sending
  • Orderbook, added new sort default method to organise book based on orders of most interest towards top. (Active, sent then others in order from most recent to least recent)
  • PDF invoice update. Include changes to deal with Dunbeir PDF files. C9 will now handle PDF files ‘encrypted’ with a blank password.
  • POS Complete. Provide obvious visual cue for customers who are flagged as trade customers.
  • Unit leads
    • Add/Modify lead.  Option to access customer comments/notifications screen
    • New notification/monitor can be configured to nag for old/stale leads. i.e. :
      

• Backoffice tweaks
  • Unit sale under finance.  If finance company is flagged as supplier only then record finance txns as supplier credits (and credit returns for deposit component)
  • Fine tune logic associated with txn linking so invoice+payment on finance is guaranteed to link and not be influenced by other txns on account at the time
  • Some improvements to unit floorplan/finance settlement. A tool that is used to help deal with crediting behaviour of some finance companies such as YMF and BOQ that provide floorplan but also provide finance of sold units whereby they only payout the difference between floorplan owing and amount under finance. Specifically:
    • Option to record as supplier bill and bounce payment onto the bill for dealers that would prefer to track floorplan payouts on their AP list
    • Option to enable/disable capture of payout delta at time of settlement. Disabling this allows for recording this separately if preferred.
  • Added GL codes + activity codes for interest payments.
  • Tweak profit summary report to show following: Supplier costs for Cap Ex and newly added generic interest  payments
• Bug fixes
  • “Where is Messenger?” broken with PostgreSQL 10. Now working.
  • UI usability improvements when inputting supplier billing info on things like floorplan costs etc.

Update includes database changes. You need to log all terminals out during upgrade

• Online backup status .Provide visual feedback in a terminal that a hot restore is in progress when reinstalling a c9 database from online backups. e.g.:
  
• New experimental optional statement format that prints statement in ‘open invoice’ style. Showing invoices and applied payments if any. i.e.:
  
• Email
  • added support for multiple email accounts.  Mainly intended for working around email systems that are very restrictive about From: addresses. e.g. outlook cloud email.
• Per customer profit summary
  • Allow generation of profit summary for a single customer. To access : view contact -> activity tab. Profit summary button there
• Smaller Tweaks
  • View Transactions. Include button to quickly access print statement.  Prints the statement in new ‘open invoice’ style defaulting to statement period of current month+prev month.
  • Receive order duplicate inv no check nag : make check case insensitive, so both ‘test123’ and ‘TEST1234 match and will trigger the nag
• Bug Fixes
  • Updating c9 when using latest postgres database (10) fails to detect other terminals running, resulting in failing/broken upgrade processes. Now fixed as of upgrading to this version of c9
  • Unit deals. If you flip a unit on a deal to GST exempt and save it, it is impossible to flip the unit back to inc gst without removing and readding the unit onto the deal. Now fixed
  • Modify staff : missing a ‘can process credits/returns’ option on staff even though option was available in setup and was being enforced

Includes database changes. You need to log all terminals out during upgrade

• Bug fixes
  • Cash/Bank reconciliation improvements. Previously would not identify txns skipped in prior reconciliations as discordant and needing reconciliation under some circumstances. (specifically txns added on same day reconciliation after the reconciliation would not register). Now fixed
  • Record BAS payment.  Was failing when attempting to record a withheld payment. Now fixed.
  • Yamaha magician : filter out Auckland data.
• Tweaks
  • Dead stock report  : default consideration for min=0,max=0 as dead stock to disabled by default. This option as it is trips up more people than the alternative.
  • Spares : discount figure was limited to <10k.  Now allow values upto 100k.
  • Import price file. Do not purge stock file records. Too many things anchor to stock these days it no longer makes sense for c9 to do this, especially website content. Instead from now on any purging will be manual individual or bulk processes.
  • Added magician support for GAS Imports. (Note that reported data can be upto a week old)

• Export order to another c9 dealer. Some ergonomic changes:
  • Do not allow OK button to be pressed until an actual dealer is selected. Pressing OK without a dealer selected would have undefined results
  • Show dealer last used for an order, even if they do not match current filter conditions in select list
• View contact txns : colour code base on txn trial balance type (debtor, supplier or depositor txn type)
• KTM image image: some tweaks to try and deal with repeating errors from their website
• Bank/cash reconciliation: provide a couple of informational buttons
  • Show complete posted journal
  • Show post item details. Shows the item ,the post, linked activity record (if any) and any prior reconciliation recordings
• Unit spec details on parts : include buttons to access default type/model listing.
• Bugfixes
  • Backdated unit sales would not post journal on correct date. Would instead post on todays date. Causes issues mostly for cash/bank reconciliation. Now fixed.

Includes database changes. You need to log all terminals out during upgrade

• Tweaks
  • Unit deals : tweak message on finalise deal about parts on order. Was misleading in that is suggested parts still on order need to be handled manually. C9 order receive will process parts on order for units sold normally.
  • Payment methods.  Allow methods to be configured for allowed usage.
    • In only : only applies to receiving money from customers. Cannot be used for refunds or paying supplier bills
    • Only out : only applies for supplier bills / customer refunds etc
    • In + Out (default):  no restriction
  • Suppliers : added a couple of new txn types. Supplier credit note/supplier debit note. Used to prime balances etc
  • View transactions : show balances on this window.
  • Cash till count : allow -ve paidout figures
  • New workshop sublet/other report. Provides detailed breakdown of sublets on the go
  • Removed old/obscure method of putting consignment units onto a website. Internal guts of this was rewired to track deleted units instead
  • Add spares to Workshop job. New option to allow emailing of picking list
  • EPC Fiche:  highlight/group parts which share same hotspot. e.g. for piston / ring sets of varying size. Grouping is strictly based on location on the screen for hotspot, not shared reference #.
    
• Bugfixes
  • Website: creating a website structure from pricefile attributes would blow away side menus. Now fixed. (caused by incorrect orphan pruning code. Removed the pruning code)
  • Incorrect handling of supplier bill money for txn archiving. Now fixed.
  • EPC importing: some images after importing look unreadable, washed out etc. Obvious with Husky.  Fixed : need to do a reimport fiche.  Cause: c9’s image importing does s auto-contrast/balance correction which can dramatically improve visuals of some images, especially hi-res images with fine lineart. The algorithms were broken where source image has a lower color bitdepth than what c9 renders them at.
    

• Bug fixes
  • Latest version provides visual backup and verify status. Verify check does not update properly. Currently only refreshes verify status on opening a c9 terminal and never updates. Now working better.
  • clicking on main menu tab across the top can crash c9 under some specific usage patterns. Now fixed
• Tweaks
  • F12 customer pickup involving parts which are mapped to units (i.e. power equipment). Pop a screen to confirm assigned unit. Previously c9 would semi-randomly invisibly assign a unit to sell.

This release includes a new experimental feature which allows doing a ‘fuzzy’ comparison of supplier PDF statement against supplier txn list within c9. On completion of comparison c9 will provide a report of possible issues and discrepencies, missing records, extraneous records, mismatched amounts + dates so you can quickly zero in on any mismatches between what supplier says you owe and what c9 things you owe. The feature, at the moment at least, only does a report and compare. It makes no attempt to auto import results or anything.   At this time the feature only works for Husky (Might work for KTM too, untested) . If you are interested in getting this feature working for your supplier(s), send an email to barney with some PDF samples from your suppliers to get working, just like invoice importing.

• Functional Tweaks and fixes
  • Mojo MC EPC import. Previously was not pulling qty on diagram data. Now grabbing this.
  • BBI part image import. Strip trailing digits from supplier designator.
  • Complete job. For internal jobs was incorrectly showing extraneous customer details. Now fixed (Screen design issue)
  • Unit sale : when tweaking sale/discount price draw a bar around base price if it is price locked.
  • Order E-refs from other dealers running c9
    • On scanning e-ref, map to a customer same way magician supplier mapping works
    • On printed orders, show E-Ref in barcode form
  • Customer birthdays. Option to automatically send a birthday wishes SMS to customers on their birthdays.
    • Only sends to customers which have marketing+SMS flags enabled
      
    • Configured via Setup -> Daily notifications tab (same tab used to configure workshop daily messages)
      
      

• System tweaks
  • create new database unable to create a user for Postgres 10.  Tweaked to work with both 8.4 and 10
  • Online backup provides realtime visual feedback of backup status in c9 itself.