Bugfix : recent changes to improve terminal locking on web orders stuffed up processing of web orders that had more than one part on them.  System would not allow you to complete such orders. Now fixed.

Includes database changes, you'll need to log all c9 terminals out during upgrade

• Spares invoice notes
  • Print notes on a4 invoice
  • Show icon in reprint and select invoice visually indicating that a note (or private note) is attached to the invoice
• Accessory suppliers : ability to add an account number that prints on order sheet
• Import mercury outboard fiche diagrams
• Weborder processing : under some rare circumstances locking of web orders would stuff up and it becomes possible to process a web order twice on different terminals.  Tightened up lock testing to prevent this from happening
• Units reports
  • Open floorplan, allow generation of report for open floorplans as of a given date
  • Improved performance of a few of the reports : stock/stocklist/retail reports.
• Lease management tweaks to improve SMS billing for dealers that have changed the name of their shop. (currently issues two invoices. Tweaked to consolidate into one)

• Order export
  • Include new export method generic. Outputs a CSV file. Possibly may be used by A1 accessories and can feasibly be used by any supplier really.
  • Include experimental support for sending orders directly to KTM/Husqvarana.  Still under integration testing, not ready for prime time yet (don't go looking for this feature)
• Customer tweaks
  • Cash customer with non zero depositor balance be converted into account customer
  • Add transaction : permit debtor transactions on cash customer if customers debtor balance is non zero
• Spares
  • New config option  in setup to define whether or not you want to print part numbers on spares quotes. Options: Always, Never, Rarely (Ask), Usually (Ask). Default is (Rarely) Ask.
  • Receive order: show location when modifying part in receive screen
  • F12 pickup. If you delete all parts waiting to be picked up but there are other parts on point of sale screen, flip point of sale to a normal sale, instead of keeping it as a customer receive. Opening more options for user (like quote, etc)
• Bug fixes
  • Modify customer.  Rename phone types was busted. Should now be fixed. i.e. ability to change 'Mobile Phone:' to 'Barney's Mobile:'
  • Workshop modify job : disallow modification of a job which is picked up. Can happen when one terminal picks up a job and another goes to modify it.  Second terminal doesn't recheck the database and assumes job status is good to go.
  • System was recording deposit on parts sold to units,  was is incorrect and messes up deposits held report. Now fixed.
  • Modify customer : recently added option to print address/shipping label from this screen was not setup correctly and would not work. Now fixed.

• Options for finer grained control of prniting per line discount information on a spares/workshop invoices.  Globally or on a per customer basis configure following 1 of 3 options
  • Never show per line discount figures
  • Only show per line discount figures for line items which have either a line item discount or affected by margin based discount
  • Show discount figures on every line item that is discounted.
• Workshop estimates : option to copy/clone an estimate to form a new estimate
• Modify customer: access print address/shipping label from here.
• Miner : ability to access view/modify customer via miner
• Price file import changes to deal with latest silliness from KTM, where part number "451 30 007 000 A" supercedes to "451 30 007 000  A", where there are two spaces before the last A on the second part meaning that if you ignore spaces, you essentially have a looping supercession chain but if you pay close attention to spaces they are strictly 'different' part numbers. C9 will now skip over parts that loop on themselves after stripping spaces and slashes, which should give the desired outcome for KTM price files.
• Bugfix with remote fiche diagrams, if linked to supplier with invalid/deleted/removed diagrams : diagram refresh would fail. Now fixed.

Changes to import price file from c9 repo to allow importing multiple repo's into a single c9 franchise.  i.e. For a Honda dealer that has M/C, Marine and P/E,  but only one franchise called Honda, you can map all 3 from c9 repo to your franchise.

C9 also now distributes Honda price files to Honda dealerships 🙂 via c9 repo mechanism. Following page, for Yamaha dealers, now also applies for Honda dealers.

http://c8software.com.au/wp/2015/02/for-yamaha-dealers-c9-provided-price-files/

Bugfix : spares point of sale bug, when F12 pickup, go out of point of sale then come back in, if another terminal does F12, system should try to lock to pickup. If user cancels invoice was not being cleared and put in a state where it might invocie out without adjusting parts on hold.  Now fixed.

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

• Print Customer country on key reports.  Spares invoices, statements and address labels.
• Tweak email notification so that email 'from' used depends on department utilised. So  of using default email address for spares received notification for example, instead use the spares department email.  Applies to most places where email is sent, including emailing invoices.
• Print accessory order : include complete name of the accessory supplier.
• Workshop checklists : option to suppress some checklists from progress/tax invoice.  For internal checks
• Receive Spares: option to receive exempt items.  i.e. for imports
• Workshop : option to set default discount scheme to parts only or entire job (in Main Setup Screen)
• Line discounts on workshop/spares : interpret a discount of 0.01 as being no discount instead of applying global discount on these items.  So you can set a default discount on an invoice but indicate some items are not to be discounted
• Franchise: include new options to support automated supplier integration. Will shortly support automated service record integration with Honda.

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

• Tweaks
  • Point of sale , nag if try to continue a sale with line items of 0 qty required
  • Business Activity, option to filter based on whether line item in report contains full GST or is in any way exempt. Also ability to apply filters to all segments of report (enabled by default because this is more intuitive, disable to revert to old behaviour of this report)
• Many GL/Activity tweaks and fixes
  • Journal costs and rebates on unit sale under a separate GL posting so alterations to these at a later date are journalled easier/more intuitively
  • Fix GL on spares purchase to refine GL code to ABN input credits
  • Fix GL dating on adjustments to unit line items (like rebates and curtailments) so they are consistent with activity records
  • Fix GL deletion of unit lines not updating the GL
  • Had some GL records where item date did not match posting date, not a functional issue yet but would be later when GL tally optimisations are implemented
  • Had some GL Records recording incorrect date in 1801 in some rare circumstances, now fixed.
  • GL rebates clearing : refreshes periodically
  • GL : missing warranty claim on supplier
  • Activity Report : missing rebates collected
  • Activity Report : missing unit purchases, flagged with a different type code so easy to separate out if required
  • A few other tweaks and fixes here.

This version fixes a fairly significant defect introduced with recent addition of trade discounting schemes.  The system would not under some circumstances memorise individual line item discount previously recorded and would instead default to selling a part that should be discounted at it's normal retail price. The discount can be rekeyed, but the system was failing to recall the previously rekeyed discount.

Affects invoicing out received orders, converting quotes, processing web orders etc.

Last version broke search by phone number. Not sure how this happened, think process I use to 'compile' c9 was somehow damaged. Now working in this update.

• Workshop
  • changed wording of tax invoice so pickup date is worded as 'tax invoice date'
  • allow printing of a pro-forma invoice : view job, print invoice will print a pro forma invoice, not a full tax invoice if job is still in progress
  • show pickup date in view customer under workshop tab
• Spares
  • F11 add order part will default part to preferred default order type based on franchise
• Customers
  • Statement conditions were being generated for wrong period.  Should be created for period just elapsed not next period.