• Tweaks to recently added below RRP test code
• System was previously comparing retail price against RRP+dealer margin. Now fixed to compare to RRP only.
• Allow list to be sent to the printer
• SMS/Email notification settings
• Workshop booking reminders would only include full name in the message, not contact name if available now fixed.
• Notifications: if contact name is not set try using firstname before falling back to fullname
• Notifications : permit a larger array of placeholders.

Requires database changes. You will need to log all c9 terminals out during upgrade

• A few tweaks to a couple of reports to cope with negative quantities used to refund/replace items
• Customers : option to look at customers whose debtor/depositor balance suggests possible incorrect transaction types recorded on the customer. Provides a single click option to shift balance : i.e. convert deposit into a payment.
• Spare parts : a new window that shows you parts where retail price is below supplier recommended retail based on supplier price file.  The window pops up automatically whenever you import a new price file or update stock prices or receive an order and there are any parts whose retail is less than RRP
• Add Unit : provide button to auto-generate a reference number to help with units where there is no vin number (e.g. boat trailers)
• Point of sale complete : would sometimes show a random customer when selling parts to an internal dealership job. Now fixed. (Wasn't a functional bug in terms of how information was recorded into the database, just displayed wrong information on the screen).

This version includes an experimental new feature where on a spares invoice you can refund and sell on the same invoice.

To refund an item you keyin its quantity as a negative value.  So on the invoice a negative is the refunded component and a +ve (if any) is the part you are selling instead : i.e.  when substituting a return for another product.

Example A4 invoice looks like this:

Bugfix : statements would print with incorrect balance. Was caused by very old c8 data in the database on c8 to c9 converted customers where old archived transactions did not have a date. C9 would not tally these txns when considering statements.  Also affected a few other reports such as historical aged trial balance. Fixed by plugging blank dates with a valid date value (the date of the next txn by audit number).

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

• Added ability to change order of job line items on invoice
• Default parts discount to 0% for insurance jobs
• Point of Sale Order part : during point of sale allow user to toggle allow backorder flag on the ordered part
• Workshop Timesheet screen : provide color keycode

C9 now includes modifications to more easily fulfill legislative obligations under the Anti SPAM act.

Essentially you are not allowed to send bulk emails or SMS without prior consent of recipients or some sort of well defined mechanism for allowing recipients to opt out of receiving such messages.

For notifications such as workshop service completion and spare parts order : these are considered alerts and are exempt from such considerations.

Bulk SMS notifications sent via miner though are subject to this law.  C9 now includes the following changes:

• Recipients to sms messages sent via Miner can now respond to those messages with 'STOP'. This will automatically prevent such users from receiving similar messages again.  STOP only applies to miner type SMS messages.  Such customers will still continue to receive alerts such as spare parts orders, but they will no longer receive miner based SMS messages when they opt out.

• The SMS you compose must contain words such as 'Reply STOP to Opt-Out' or something similar.  C9 will not allow you to send an SMS unless these (or similar words) are included in your SMS message.

Bulk Email is also subject to this law, though there are no changes yet to c9 to help/enforce this. It is up to you to include a such a notification in your bulk emails and take action. C9 customers have a marketing flag which you can toggle in response to requests to opt out of bulk emails (and SMS).

Note that the nature of these recent c9 changes require updates to your c9.  Dealers that do not to update c9 will find that SMS notification facilities in their old version of c9 have been heavily throttled back with strict constraints on how many SMS messages they can send a minute.  Update c9 to get unthrottled SMS capabilities that provides mechanisms to allow you to more easily comply with anti-SPAM legislation.

• Workshop jobs : jobs can have a visual icon next to them in planner and job view to help you organise and categorise jobs further

• Implementation of some Anti SPAM measures into miner generated SMS messages to allow users to reply with STOP to automatically opt out of miner type SMS messages.  More info to come once server side components are completed.
• Workshop jobs : ability to discount labour line items

• Minor tweak to workshop private notes : make detailed note editing word wrap instead of scrolling horizontally

Cash till : allow configuration of what payment methods are to be tallied in cash till report. For example you may not want to tally up direct debit payments. Configured via main setup screen in Payments + Deposits tab.

In cash till report : disabled payment methods are highlighted in red on the left.  On the right side grouping, these totals will NOT include tallying from disabled payment method types

• Email invoice. Email subject said something like 'Foo Motorcycles invoice 123456',  even for quotes which is confusing for things like quotes.  Subject now explains exactly what is attached:  i.e. invoice, quote, reservation.
• Cancel order. If user selects option to put parts onto a new active order then allow cancel order to manipulate customer ordered parts too
• Point of Sale : allow 100% line item discounts
• Point of Sale refund : very rare situation : if you create an invoice with only line discounted items on it and then set a invoice discount $ figure, then the % on line items is no longer accurate as that invoice discount is then added ontop of the line discount parts. Situation is rare in that you shouldn't really be doing it.  Previously when you refunded such parts, only the line discount was considered, not the invoice discount.  Modified c9 so that if line discount is not representative of the actual discount given because of this scenario, then when crediting back the invoice, ignore the line discount %.
• Point of sale : save as PDF. preset file name as invoice.pdf
• OPEA Export : disallow user to continue until they type in a file name
• View Aged Trial Balance : could not select between debtor, depositor or combined trial balance. Now fixed

• Promised feature in last version, ability to switch tabs and for the list to remain on the previously chosen item, did not always work. Tweaked code further and should be good now
• Start workshop job while in weekly planner
• View customer : view handled parts. List behaved in odd ways at times, e.g. top of the list would scroll indefinitely over repeated records. Now fixed
• Spares/workshop invoices : make discount bold
• View/edit order item.  Allow modification of buy price.  Disallow changing part number if part is for customer/workshop etc.
• Dead stock report : if the part has no sales history, consider last time the part was ordered and the stock part created date to decide whether or not it is dead. Previously was looking at created date only, but this can be misleading as a stock record with zero 0 can exist for years, if the part is actually just recently ordered in, then it is not actually dead stock (yet).

• Messenger SMTP configuration : allow bigger usernames/passwords
• View/Select Job
• indicate if a booked job is waiting on parts or another dependency
• colour code jobs beyond their promise date differently if they are internal jobs (orange background instead of red)
• Miner : permit filtering of jobs based on promise date
• Reverted lost behaviour in transition from c8 to c9 with lists.  When you flip a tab on a list, say from sort by job number to sort by customer, the system will now retain focus on the highlighted job prior to change of tab. Also when resizing a window with a list in it, the resize retains the highlighted item and resizes list entries around it, where previously it would just reset the list back to the top.
• F12 customer pickup : recent changes to ordering system to allow ordering from alternative suppliers had an unintended impact with F12 pickup.  System would not sometimes work correctly for parts that had been superseded since they were originally ordered.  Now fixed.