• Unit sale bugfixes
  • Could not delete purchased unit off a deal, now fixed
  • deal to sale with deposit : disallow account sale for now (I will revisit this later to convert deposit into payment)
• Workshop Timesheet report : size fonts for smaller blocks and if start=finish then do not print expanded line to fit as many techs onto the page as possible
• Miner : bug fixes with printing address labels via miner : did not work in some circumstances. Also include option to print one or multiple labels per customer. Defaults to one.

Includes database changes. You will need to log all terminals out after upgrading

• View orders. Relocated view supplier button so it does not cover over search string
• Select any part . Make Add part button hotkeyable (Alt+a and InsertKey)
• Bugfix with view/edit franchise. Could not access archived franchises
• Bugfixes/improvements to receive order to better cope with recently added flexibility of receiving with accessory suppliers where accessory suppliers can be alternative suppliers for parts tracked under a franchise
  • Electronic import can now cope with importing on accessory supplier where parts may not be accessory parts
  • Receive backorder on accessory would not work for parts on backorder that were franchise parts.
  • Display franchise: would display a franchise of one of the parts on the receive list as opposed to the actual supplier.
• Workshop timesheet : allow user to indicate reporting period. Also compress report output a bit to fit more into a single page.
• Workshop estimate : collect and print order number and odo
• Customer reminders : include ability to limit reminders to specific logged in users. By creating a 'unitsales' user for example, you can set things up so only these users receive reminders tagged for unitsales
• Messenger : include ability to disable auto-start of messenger on a terminal, to cope with dodgy terminals auto-starting messenger
• Include new feature : monitor/notifications.  you can configure c9 to now nag you about various things, parts not yet ordered, open spares quotes, parts on order for more than a week, parts on back order for more than a couple of months, etc etc. I will write up a separate post on this shortly.

Bugfix with version 4.453 : complete job window had the new 'set ok' checklist toggle button on all tabs, not just checklist tab, so it covered over the total field in costs/tallys tab.

Now fixed, also tidied up tab order a bit in checklist tabs on key windows. (modify/complete/pickup).

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

• Added ability to automatically define discounts and penalties on early/late paying statements. Will include a separate post on how this works shortly.
• Workshop checklists: include an easy option to toggle individual/all check options.  On most checklist screens is a button which will allow you to toggle status of checklist from not set/set/not ok/Not applicable.  If selected on top of checklist structure, it will toggle all options to OK.  Works on enter key or Double click

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

• Bugfix with fiche diagram import for Triumph.  Buggy HTML on Triumph website was breaking c9 import
• New workshop job : provide option to print a deposit receipt
• Units : new web publishing option to publish units on transmoto website
• Customer reminders : c9 will now automatically alert when customer reminders are due.  Will appear as a alert notification in top right of c9
• Automated SMS based workshop recall reminders
  • C9 will now send SMS recall reminders automatically
  • You can now configure default recall date in months. Complete a job and recall date will default to today + configure # of months
  • Above config can be set on a per unit type basis. i.e. so you can recall road bikes every 12 months and offroad bikes every 6 months, for example.
  • Recall date can be manually modified

Configuration options for above found in Setup -> Main Setup Screen. New table 'Workshop notifications

'

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

• colour code workshop jobs which are completed and paid for with deposit
• bugfix with rendering related invoices on view invoice
• Nag user is ecordqty does not match maxqty/minqty
• do not ask for deposit for account unit sales
• bugfix with finalise layby, would pop up an alarming developer error message (the message was actually harmless)
• Sell unit on consignment, put agreed purchase price as deposit on the original owner, make sure reflected in cash reconciliation report
• new customer flag : customer prefers cash.  For account customers with this flag set, c9 will not nag when you try to do a cash sale to them and when you pickup jobs for them, c9 will default to cash sale.
• a4 footer. Replace 2 lines of text with a freeform box of text to allow more info to be keyed into the footer
• workshop checklists : smartened up how checklists are laid out on printouts so they look alot neater

Bugfix with recent changes to SMS/email notification. If system sends two notifications in quick succession it could in some circumstances break the c9 terminal with database errors, requiring c9 on the terminal to be exited to sort out.  Now fixed.

Point of sale ordering involving parts with $0 retail price.  System would not allow you to add deposit. Now fixed. Typically $0 is put in because actual retail price is not yet known.  A deposit is still to be taken as a deposit of the approximate figure.

Spares - > Deposits. Only show invoices where deposit makes sense. i.e. where there is a deposit already or if the invoice involves ordered or set-aside parts.

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

• Initial work on paypal integration.  Currently non-functional but most of the core infrastructure is now in place. Just need to plumb a couple more things to get it working.
• Disable default popup order details screen.  It pretty much annoys most everybody, including me. Can be reenabled via setup
• View workshop job, view spares invoice : view history of deposit tweaks on the selected job  /invoice
• On a franchise you can now configure default supplier.  Will write up a separate post on why this is a good thing shortly.

• Added barcode scanner intelligence so that:
  • When you scan a part for the first time it adds one automatically into point of sale
  • When you scan same part, instead of going into edit part mode it will increment qty required by one.  The normal Forget/Order/Sell nag screen will only appear once, when you initially cross the current qty on hand count. From thereon, c9 will assume whatever F/O/S selection you initially picked for that part applies
• Point of sale import parts from various sources, including selling part kits, if the part is already on the invoice c9 will increment the qty required instead of previous behavior of  entering edit part mode
• Order book : when adding a part to order,  make sure newly added part is highlighted in the book after the add operation
• View Fiche Diagrams : memorise filter settings when switching from Point of Sale back to fiche
• When running c9 in lease expired readonly mode, allow users to record payments and generally modify aged trail balance. (Creating custom invoices is still disallowed. Also taking deposits is disallowed).
• Unit deals
  • Better handle/cope with managing rebates within a deal to more accurately estimate profit on units to be sold. i.e. pickup rebates on the unit itself but also note rebates added to the deal and merge them together, since there might be rebates specific to the deal.
  • Modify deals sometimes does not pickup unit changes that impact things like cost calculation, because it stores the deal in memory instead of periodically refetching the deal from the database meaning some things may be missed, such as adding rebates/costs on other terminals or via view unit option in the modify deal screen.
• Workshop : permit entry of qtys >=100 for workshop parts when adding or modifying
• Spares : old c8 had a strict limit of 255 franchises.  C9 mostly pushed passed this limit but wasn't quite there in a few spots.  Should now be working fully with a new limit of ~ 32000.

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

• Experimental new feature allows you to manage checklists on workshop jobs, including standard checklists for job types.  Will write up a separate post on how to use it shortly
• Bugfix: Receive order screen would not correctly calculate # of parts received. Was a on-screen display issue only. Did not actually impact receive process
• Bugfix : recent reworking of notification system had a bug in it which would cause a terminal to not notify sms/email delivery status under some circumstances. Now fixed
• Unit sale/purchase : nag screen are you sure you want to exit on this screen to avoid accidental window closes