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

• Contacts
  • Transaction list report. Include option to show all txns of a certain type. Debtor/Creditor or depositor txns.
  • Unpaid bills, option to sort by either supplier or due date.
• Spares
  • Parts history on a stocked item, show total YTD
• Bug fixes and tweaks
  • Workshop. Trying to invoice a fixed price job using credit card that is configured with % surcharge would flip out trying to add the % to the fixed price. Now working.
  • Unit sale. Add a GST exempt unit line item. If you clicked GST exempt without first setting base price, c9 would automatically untick it. You had to set base price first. Tweaked to work either way
  • KTM/Husky part enquiry , slight performance speedup
• Fiche images
  • Tweaked image import post-processing to include automatic contrast optimisation. Diagrams that previously may look washed out and difficult to read should now look a heap better
  • Some initial, experimental work on importing Beta Motorcycles diagrams

Includes database changes, you need to log all terminals out during upgrade

• Spare parts
  • Import spares quote. Also import discount settings from original quote
  • Edit discount : provide calculators that factor in freight, to permit Inc. Freight pricing without having to bust out the calculator
• Workshop estimates
  • Include a reference field which you can make things like 'WHEELFIT' etc , allows for easier usage of standard estimates, instead of searching by estimate number, you can search by reference
• Contacts
  • Allow definiton of a standard order number that prepopulates into workshop and point of sale. Useful for councils/government bodies etc that operate off order number schemes.
• Vicroads forms changes
  • Remove serial number from transfer form
  • Add rego number to contract of sale particulars
• Systems integration
  • API Changes to Honda get invoice function now implemented in c9
  • Changed KTM parts query from old system to new system. (Now requires login to work)
  • Yamaha parts Query :  got it to work with web based VPN mechanism
• Data Miner
  • Loyal customer spares profit query field would fail and generate a system error. Now fixed.
•  System/Display
  • Screen font size behaviour works better and resizes main screen buttons and side bar too. Becoming increasingly important for high DPI monitors etc
  • Ability to change images c9 uses on screen such as customer icons. Make them rude icons and satisfy your inner adolescent.  Needs to be setup on a per terminal basis. To make it happen you need to create a folder path under c:\c9, like this c:\c9\resources\images\   in this folder you need to drop in files with exactly the right filename.
  • For account icons is needs to be any of following:
    • c:\c9\resources\images\acc1.png
    • c:\c9\resources\images\acc2.png
    • c:\c9\resources\images\acc3.png
    • c:\c9\resources\images\acc4.png
    • c:\c9\resources\images\acc5.png
    • c:\c9\resources\images\acc6.png
    • c:\c9\resources\images\acc7.png
    • c:\c9\resources\images\acc8.png
  • Similar deal with workshop icons
    • c:\c9\resources\images\job1.png
    • c:\c9\resources\images\job2.png
    • c:\c9\resources\images\job3.png
    • c:\c9\resources\images\job4.png
    • c:\c9\resources\images\job5.png
    • c:\c9\resources\images\job6.png
    • c:\c9\resources\images\job7.png
    • c:\c9\resources\images\job8.png
    • c:\c9\resources\images\job9.png
    • c:\c9\resources\images\job10.png
  • All these display changes impact c9 remote access client, a new client will need to be installed and downloaded for sizing to work.

Important note: This release coincides with the day AHG may (or may not) go live with new IT systems and KTM portal.  F12 may still work but it will be returning old and soon to be out of date results from their old system. I hope to have it working with new system by next week.  To send orders into their new systems see this post on Husqvarana, process should be the same. (http://c8software.com.au/wp/2016/08/husky-order-export/)

•  Ficeda
  • Include new price file import method that supports YDC for Ficeda.
  • Added Magician support for Ficeda. For info on how to setup, see yamaha page. Process is the same. (Yamaha Magician Setup)
• Miscellaneous
  • Workshop -> Browser. Include option to allow merging of duplicated customer units. Is a copy of units -> Sales function, but for dealers who do not have access to c9 units
  • Add Contact transaction. New option to print + email.
  • KTM parts images import broken due to dealernet website changes. Now working again.
• Spare parts fiche - new report that prints all parts you have in stock for a given model.  Works for both locally installed and remote fiche diagrams. To access click on Fiche, select diagram and push new button 'Print Parts We Stock'
  
• Vic Roads paperwork - now will print GST component on TAC fees, but requires a bit of config to get it spot on.
  • Example output
    
  • To get this working you need to configure GST component on TAC zones correctly. C9 now allows GST specification on after invoice costs if you setup TAC this way. Example, where TAC Stamp duty component is calculated separately as a formula (Units - > Sales -> Sale Costs)
    
  • Alternatively, if you include Stamp Duty in TAC config and not use stamp duty formula, you need to config GST and components spot on.
    

• Bug fixes
  • Xero synchronization.  Would generate an error and not sync if Xero freight account code had a slash '/' in it.  C9 assumes xero accounts are only numbers. Apparently not so.
  • Workshop pickup all
    • Not handling warranty jobs correctly. Now fixed. If you have a mix of warranty + retail you'll now need to run pickup all twice for each group. Once for warranty jobs and again for retail jobs.
    • Will not allow you to process insurance jobs. These need to be handled separately.
    • Previously posted GL journal would include all jobs on a single GL journal posting. So any attempt to rollback one of the jobs would also rollback the others. Made sure GL journals are separate
• Website
  • Freight options.  New option that allows filtering based on country for setting up international freight etc. Currently does not actually affect website, website changes to respond to this field a few weeks away.
  • Website groups. New checkbox option that will automatically filter spares items on the website as soon as their qty reaches 0
  • Part mappings, system will preserve price file items mapped onto website when those items are added into stock (previously parts would drop off website until explicitly remapped as stocked items).
• Other
  • Select Unit / View Dealer Units. Put an icon against units currently on an open deal
  • Tweak suzuki price file import to cope with recent, unalerted, modification in price file structure.

• Unit consignment fixes
  • Don't ask for payment method when cash customer is selected on consigment. No payment has been made yet
  • For account customer is selected, consignment would flip out and report a GL journal entry error.  Now fixed
• Husky / KTM Integration Stuff
  • Create new format for KTM/Husky portal. Will include instructions on another post
  • Popup a warning on existing Butmac AX integration that integration is potentially unreliable and operator should use portal method instead.
  • Got Husky part enquiry working again, changes to husky website portal broke it
• Misc
  •  New workshop other report that shows invoiced sublets based on date sublet was invoiced, not when job was invoiced out.
  • Bugfix: receive spares with no parts would not create GL records or biz activity record or record bill to be paid against creditor. Now fixed
  • Workshop recall.  Now possible to configure c9 so on completion, only jobs whose job types are configured as 'service' jobs will trigger recalculation of recall date.
    Config option screen shot (setup -> main setup screen -> workshop notification tab):
    
    Need to make job types service types as well: Workshop -> utilities -> job types
    

• Various integration fixes due to website changes
  • Fixed F12 Magician for Mcleods
  • Fixed import parts images for Mcleods
  • Fixed fiche import for dealernet (KTM/Husky)
  • Yamaha : show qty in Japan if none local
  • Mcleods : show availability day it not immediately available
• Other / misc
  • Unit Stocktake report : include a summary at end of the report. Option to print summary only
  • Tweak how distributor data synchronization programmes are configured in add/edit franchise.  Looking at some new reporting programmes for a few major suppliers. More details to follow in coming weeks.
  • Tweaks to workaround/disable archiving of dealership units.  Archiving only applies for customer units
  • Add parts to workshop job via workshop.  Make sure customer is recorded against parts move record
  • Do not allow deletion of workshop deposits/withdrawals in browse activity screen

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

Improved Magician and c9 dealer integration further.

• When exporting an order to another c9 dealer, if the order is an accessory order for a magician mapped supplier c9 will automatically select that dealer and submit the order as a web order to them direct into their c9 system. It will correctly map franchsies etc based on magician mappings. So you could feasibly order a mix of Honda + Suzuki + KTM parts from Bolton's for example on the one order.
  

• When creating an invoice via point of sale, at end of the process c9 will give you the option to automatically export parts on order from magician mapped c9 dealers direct to them. No need to goto the order book to fire these orders off for once offs. Can happen entirely in point of sale screen.
  

Other changes:

• Bug fix with magician lookup. If no magician matches come up view supplier option for part mart is greyed out. Now fixed.
• Website content.
  • Include a 'class' field which James will be able to use to make c9 powered website look even more mint.
  • Tweak spec sheet config to include pricing, webclasses and notion of whether an item is summary only or detail only
• Import Kawasaki Fiche diagrams. Recent website changes broke import. Now working again.

• Spares
  • Bug Fix : Credit invoice, delete one of the parts to credit and c9 would loose track of invoice being credited, also meaning info such as discount schemes applied on original invoice are thrown away. Now fixed
  • Import Generic Price file. System was only memorizing settings for first 10 columns in the imported spreadsheet, not all 12. Now tweaked to memorize last 2 columns as well. Generally only relevant for a couple of suppliers since most price files utilise no more than 8 columns in their spreadsheets.
  •  Magician
    • Suzuki Dealer Net Query. Looks like some website changes have broken c9 part lookup.  Should now be back to normal.
    • F9 will query all magician parts on order
    • View Order : new option to query all parts, not just backordered items
    • In Magician lookup is a new option which allows you to link magician supplier to supplier in your c9. If not found c9 will automatically create supplier for you. Similarly you can use this option to change supplier for part to be ordered.
•  Units
  • Uncollected rebates report. Separate report into two sections, sold and unsold units
  • Floorplan payout. Added a tool under setup to allow you to do a bulk payout of units on floorplan but sold. Payout is set to date of sale.  Defaults to units sold more than 30 days ago
• Business
  • Map Xero supplier to c9 supplier : show xero suppliers in alphabetical order
• System/Other
  • Cloud backup was not reporting velocity of updates like it used to: just showing either 'synchronized' or 'not backed up'. Now restored velocity data.
    

Bug fix : latest version caused an issue with web order merge customer details screen. Screen would not work correctly. Now fixed.

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

• Contacts
  • Increase allowed size of address fields to better accomodate international addresses.
• Workshop
  • Sell parts to internal department, departments would not be visible if workshop location was set to something other than 'Show all'. Now fixed
• Units
  • Add terminal locking to deals, to prevent two terminals trying to modify the same deal at the same time, which can cause weird things to happen like deposit on deal being tracked being all messed up.
• Spares
  • More work on Honda Dealer integration, hopefully almost ready to go live.