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

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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

• Spares -> Deposits. Show layby items so can manage layby payments here
• Workshop
• discounts. Allow line discounting on 'other' items
• other items - allow setting of cost of the other item, for things like sub letting. Shows in profit reports
• other items - allow optional setting of accessory suppliers to help track sub let contributions
• Select accessory supplier : allow adding a new supplier at this time so don't have to open a new screen in order to input a new supplier
• Enforce upper case customer codes
• Receive order : require clerk key 'inventory' permission if difference between parts value keyed in vs sum value of parts differs by more than $1, try and encourage people to receive stock at correct buy price.
• Cash reconciliation, fix a number of errors with the report. Mostly dealing with exotic transactions such as using vouchers to pay off debtor balance.

Bugfix : last update broke manual backup creation facility. (It broke the window frontend to the backups. Window was not behaving properly and as a result backup would not be created)

Requires database changes. You will be forced to log terminals out during upgrade

• Notification overhaul
• Notification message now comes from top right of the screen, so it does not obscure important buttons and content while visible
• SMS/Email notifications previously would sometimes misreport a warning message not delivered if there was lots of messages queued up, i.e. after a bulk email/sms action. Should no longer happen
• Web order notification : pops up less frequently and now can pop up any time, previous behaviour was just when c9 is in point of sale or browse workshop jobs screens
• Invoice received parts : was not picking up line discount % for parts that were wholly ordered. Now fixed.
• Business charts  : new chart to show breakdown of clocked hours (paid, warranty, internal, break, idle, etc) over a period of time to see if there are any trends.
• Multi screen users : message and file dialog windows should now appear on the screen c9 is actually on, as opposed to prior behaviour of displaying on the primary monitor only
• Bugfix tweak with importing images for mcleods parts. Switched from FTP to web based data source, but didn't link it in properly so web import did not work. Should now be working
• Import price file : new import method to import pricing from a central repository maintained by c9.
• Import price file from c9, no need to mess with attachments, discount codes etc
• C9 will automatically alert you when there are new price file changes.  Single button press to update to latest prices
• No need to chase price file from suppliers anymore. Instead suppliers provide price files to c9 to distribute to dealers
• We will work on increasing list of suppliers available on this service over the coming months