• Spares Point of Sale
  • import.
    • Respect order that parts are on from original source of data and retain that order. Previously was resorting the parts. So an imported quote will be laid out on the invoice the same as the original quote, for example
    • Import quotes/invoices from other c9 dealers via C9 E-Reference. Useful for dealers that run c9 that interchange parts
  • Always show post invoice to tender window after point of sale so operator can see newly minted invoice #
• Units
  • Reworked stock take report to better clarify status of bikes based on their floorplan.
    • Allow report to be run on a historical date (i.e. for 1st of July)
    • Group bikes based on new, used, unpaid floorplan and paid floorplan
    • Further breakdown floorplan units based on whether the bike was sold prior to reporting date but still on open floorplan on report date. Also those units sold after (may help track down floorplans not properly closed out)
  • Units - print deal. Ability to indicate level of detail was lost in recent addition of more detailed level of detail settings. Now restored.
  • Units - low level system bug was causing deal receive unit to crash for one dealership sometimes. Now fixed

• Spare parts
  • New facility to return parts to supplier and generate a supplier credit note. Use point of sale, new option in complete : Supplier Return. Invoice is priced at lastincost on stock file. (These can be overridden in point of sale screen.)
  • More obvious way to use point of sale to order parts for stock. In complete : Order for Stock
  • Receive spares from electronic import (C9 e-reference or PDF etc), allow user to select an alternative part if supplied part number is incorrect. Do not import parts starting with '**' as they are probably c9 freeform parts
• Contacts
  • Access modify contact from view contact
  • Access view contact from modify job record
• Workshop
  • Restored functionality of WS Other (by supplier) report. Lost during recent work on sub-contractor/creditor code changes
• Other
  • Browse website structure, provide a guard to protect against recursive structures. Some rare drag/drop gestures can result in this.
  • Some minor spelling typo fixes

• Spares
  • New feature on OEM parts websites, websites can now allow user to perform a magician like query to check if part is available from OEM supplier. website reports either, is available, not available or check with dealer. New setting in edit franchise allows you to c
• Workshop
  • F8 review in workshop dashboard would move a job from booked to in progress, skipping received. Now fixed to revert to old behaviour. Double click provides two new options, one to goto receive or one to skip and go straight to start.
• Bugfixes
  • Defect with recording new creditor bills. Was trying to link the posted journal to completely irrelevant and sometimes not available items causing the bill creation to fail with an error
• Other
  • Some initial work on supporting returns to suppliers. (Not yet functional)

• Magician Query
  • Added support for Husqvarna (Butmac). Login is a bit slow but once in it works reasonably well. Not nearly as fast as original webservice though :-(.  Also requires java 7, will silently fail with java 6.
  • Got Ron Angel working again
• Spares
  • Electronic Export Parts Orders for MV Agusta
•  Workshop
  • Simple job. Allow user to select a customer, so simple job can be used for simple tax invoices. Useful for things like RWC/inspections where only labour is required.
• Other
  • Website image galleries/sliders. Do not force image resize, but warn user if image size is no good

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

Minor tweaks and fixes

• Restocking analysis, improve readability of the graphed image.  Also show daily and stock %
• Spare parts receive : allow config of franchise to track supplier to credit, does not cause newly ordered parts to go onto an order for that supplier like existing supplier setting does.
• Due/overdue bill alert. Can disable on a per terminal basis. (Setup -> Main Setup Screen -> Suppliers )
• Web order notification , an additional new email for orders that are ready to be invoiced but not yet actually invoiced. Design intent is for in store pickup web orders where operator manages the order as  a reserve/pickup later either notifying customer immediately on creation of the reserve if all parts are in stock or once all parts have been received from suppliers.
• Web order notification, notifications can be disabled by conditional tests. i.e. do not set initial email if order type is a pickup. Newly added notify on ready to invoice described above is disabled by default.
• Improve GL posting to deal with following rare situation
  • Create an open P/O for a workshop job
  • invoice the job
  • invoice the P/O
  • cancel the job invoice
  • System will now post an additional journal to balance flipping from 'services to supply' liability to 'workshop services' asset based on implicit reordering of invoicing P/O and invoicing the job
• Delete records may not cascade to related entities in some rare circumstances

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

Creditors

• Track creditor terms. Defaults to '2 weeks'. On different suppliers you can define terms such as '2nd week of next month', '4 weeks', etc.  System will automatically default due date on new bills based on this
• Receive spares
  • system can now record a bill to be paid against a supplier as part of receiving spares
  • now allows you to key in precise GST to the cent, to cope with fact that different creditors calculate GST in slightly different ways yielding slight variation (usually 0.01 to 0.02) in the GST on the invoice. Also better copes with suppliers who declare some items as GST exempt.
• Workshop other/sub contract
  • Allow sub contract items to be invoiced, creating a bill on the supplier.
  • Track precise GST from the bill.

Other changes

• Default SMS to contacts mobile phone # in quick sms. Functionality was lost in recent changes.

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

• Contacts
  • First iteration of creditors.  Core functionality
    • Accounts payable balance tracking.
    • Record bills/payments and credit notes from suppliers
    • Alerts on due/overdue bills.
    • Discriminate between capital/non capital purchases, separated on activity report
•  Spares
  • View invoice. Access quick SMS if there is a mobile # number in the ordernum field
  • View invoice. Access view customer
  • Added more capability/sophistication to bulk price file markup rules to cope with things like checking part number ranges etc
  • New option to view and manipulated stocked items that need restocking. Allow for rapid processing of restocking levels, especially with dealing with removing seasonal stock from reorder list. Accessed via order book, sub menu and from within generate all stock order options.
• Workshop
  • Profit report. Allow report to be optionally run on jobs not yet invoiced so operator can get a sense of profit/costs tied up but not yet invoiced in workshop
  • Workshop dashboard double click popup. Have separate buttons for receive job and start job.
• Units
  • Fix rounding error with discounted parts being copied across onto a unit sale
  • Unit invoice. Added new level of detail which itemises on road costs but doesn't itemise the tax invoice.
• Notifications: Consolidated various template systems (paperwork, unit cost formula, system monitors, notifications, price file allocations) to better facilitate more consistent and richer notification behaviours. Example, you can tune email notification to customer based on freight method selected by customer. e.g. :

<html>
{html(import(webheader))}
<p>Your web order has been prepared and invoiced
{include(woh:freight='pk')}
and ready for instore pickup.
{end}
{include(woh:freight<>'pk')}
and will be shipped to you shortly.
{end}
</p>
{html(import(webfooter))}

• Low level systems
  • Added some new systems to help monitor and log issues with messenger lockups which happen occasionally for some users. Idea is to provide more logging and alerts on these problems for future diagnosis and repair by us. (Added a watchdog timer that barks when messenger or connection manager thread fail to periodically checkin. Submits trace information to c9 automatically).
  • When c9 is restored from online backup only a subset of data is restored to get dealer up and running as fast as possible, c9 copies the rest in the background once things are up. An impatient operator could potentially mess things up by trying to do certain things while restore is still running. Modified c9 to disallow any of the following during background system restore : 1. Import fiche, 2. import fiche images. 3. Map remote c9 fiche diagrams.
  • Certain database errors (such as activity date constraint check) can thoroughly break c9 and leave it unusable, forcing operator to logout and start over. Now fixed so system better copes with/heals from such outcomes.

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

• Spares
  • Added ability to define rules on a price file so that different part types have different pricing modes. i.e. keep accessory items at RRP.  Pretty complex to make it work (it is a complex requirement), will add a separate post on how to make it work later
• Units
  • Tweak contract of sale. Was incorrectly adding encumbrance to tradein purchase value
  • Unit deals, was not calculating profit margin in deal modify screen correctly for items like assembly work. Now fixed
  • Unit deals, would not pickup changes to unit details (such as change cost/reference number). Now fixed
  • Unit sale, was not picking up discounting on passed on pre delivery costs. Now fixed.

Tweaks to how importing parts into point of sale behaves to make it more robust. Covers all importing, including expanding part kits, processing web orders, converting quotes/estimates etc etc. Key changes:

1. Only interpret an explicit escape on a order/sell request as meaning that user is not interested in ordering the part. Previously clicking elsewhere such as highlighting one of the existing parts on order would be misinterpreted as user not wanting to order the part currently being imported.
2. At end of import, provide user a list of parts that were not processed.
3. A few other tweaks and fiddles to make process overall alot smoother

Other changes:

• Unit sale : permit utilization of deposit for sales on account. Prints deposit + owing on tax invoice
• Unit sale : does not require ABN for factory purchases
• Workshop  report  : show total inc as well
• New Magician integrations.  Boss Web (BRP/Canam/Seadoo etc), Mojo & Mcleods

• Bugfix : reprint spares invoice. Filter by customer broken (probably broken for some time). Now fixed
• Receive spares. Can now integrate with new Butmac AX platform to electronically receive invoices  for KTM / Husky. (no need to key in part numbers etc). More info once AX platform goes live.