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

This version significantly changes how the system manages customer balances.  It explicitly separates out balances into debtor and depositor balances which result in more robust trial balance figures for accounting reporting.  A number of other related changes/benefits flow from this

• A number of customer related operations are now faster. Balance retrieval calculations will be faster (though was already quick so unlike to be noticed).  Printing statements very much noticeably faster.
• Adding transactions is now simpler and easier.  Adding all different types of transactions is now done from the one screen. Previously there were two separate screens.  The new single screen is easier to use.  Stronger visual clues as to what is happening. No longer a requirement to fill in, tab through, aged trail adjustments as c9 now calculates this automatically (you can override if you like).
• Print statement screen redesigned for easier use
• System now explicitly tracks recording of refunded invoices and refunded debtor payments : so there should no longer be a need to use credit/debit notes (these are still in place)
• Balance on deposit and balance on debit now kept separate so easier to handle debtor customers who have put down deposit at the same time.

Also includes tweaks to check/constrain sizing of images and attachments.  Recent activities with people sending bulk Christmassy mailouts with attached movie files or images which are 12MB and CMYK encoded has been playing havoc with our storage and bandwidth constraints. So added some further sanity checks for size and encoding to keep things sensible.

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

• Print job card : order of items on job card was not consistent. Now fixed to print in same order as seen on screen
• Get Kawasaki Diagrams and query Kawasaki available stock stopped working due to changes to Kawasaki's website. Adjusted c9 to cope with this
• Workshop jobs now include the notion of  private job history. Add private notes onto jobs.
• Unit deals:  system was not memorizing discounts/price changes on spares added to a deal but not invoiced at time of add so when deal was finalized c9 would revert to RRP without discount. Modified c9 so it does retain these changes.
• C9 printer tweaks. One dealership with a flaky network printer had to exit c9 from time to time as c9 lost track of the printer. Temporary changes to c9 seem of fixed this problem for the dealer so this version now incorporates those changes (specifically c9 would retain a cache of available printers. It still does this but it now drops the cache whenever a printer error is encountered, allowing c9 to self-heal in event of printer error)

• Bugfixes
• Convert unit deal into invoice.  Was not writing a business record to show consumption of deposit. Now fixed
• Rounding bug with set web discount.  Setting $ figure would sometimes yield a % figure whose rounded $ figure was greater than the keyed in figure. Now fixed.
• Spares invoices with line items whose unit price was >=10,000 would not print line item price. Now fixed
• Tweaks
• View customer : hotkey tabs for quick keyboard only switching from one screen to the next
• Main Workshop screen : allow users to clock onto jobs from here instead of having to memorize job number and key it in via clock function
• Tender change for workshop or spares. Now factors in payment methods that flagged as 'tender change'. i.e. if you pay $170,  $70 in eftpos and $100 in cash the system will calculate tender/ change on $100 , not the full amount of the invoice.  Same for sales involving part of a voucher
• Couple of minor visual improvements for point of sale to make it easier for new users to use.  Specifically provide visual buttons for hidden hot key functionality such as adding/modify/deleting parts on invoice and make it more obvious/easier on how to change customer/job/unit associated with the invoice.
• Changed wording on select payment method screens to make using multiple vouchers or a mix of vouchers+cash more intuitive.

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

New tables in view customer window:

• 'Invoiced units' :  show all units sold/purchased/on deal/on consignment for the selected customer.  Easily access invoice reprinting (previous method to retrieve an invoice report was cumbersome, new tab makes reprinting easy)
• 'Activity' : provides a view of all activity on the customer similar to output in Business -> Activity except only shows activity specific for the selected customer

Print barcodes.  Adding parts now more intelligent

• Checks if keyed/scanned barcode is same as highlighted part.
• Performs canonicalization of parts as per point of sale (i.e. strip leading 0s, follow supercessions)
• Checked if keyed/scanned barcode has not already been added to barcode list)

Visual tweak to setup screen. Last update included an option that was visible on all tabs : should of only been visible on spares 2 tab.

Print barcodes from received order.  New option in setup allows you to print barcodes for parts received for customer as well as parts received for stock.  Only receipt/reserve/invoice parts. Does not print for parts ordered for workshop or sales department.

• Quickbooks sync : allow CostOfGoodsSold+Expense accounts to be selected when selecting account to assign freight to (previously would only allow you to access Expense accounts)

• Export OPEA Order : recent changes broke c9's ability to memorize whether or not order was to be saved as a file or emailed.  A significant problem when exporting Suzuki orders. Now fixed.

• Import KTM Fiche : another attempt to get importing of Dukes working.  Also automatically filter out X-Bow.

• Workshop - ability to define special type of workshop job for tracking sale of parts to the workshop as an overall department. Slightly experimental idea.  At the moment it is bare bones, if it flies will develop further with supporting reports etc.

To setup goto Setup -> Other Settings -> Internal Workshop Jobs

Create a job in the list , like this:

Now in spares, point of sale. When you F10 a job and select workshop,  internal jobs will be visible at the top of the select job list.  Internal jobs are only visible when you go to them via Point of Sale Complete.  In normal workshop mode, they are invisible.

• Messenger changes
• Outbound Email can now connect to TLS mail relays
• Internal tweak to how messenger settings are handled : brings things a step closer to moving management of messenger configuration into main c9 config
• Import KTM diagrams : attempt to fix import of missing Duke diagrams (attempt failed. See next release).

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

C9 now allows you to configure a 3rd type of order on a per franchise basis to compliment Daily and Stock orders.

e.g. for KTM the 3rd type may be 'Road', for stuff that would be expensive to send overnight

e.g. for Suzuki Emergency Orders.

The 3rd order type is designated 'A', or 'Alternative', or on some screens it indicates the name you assigned the order type.

To configure in c9 goto add/edit franchise and modify the franchise.

Other changes:

• Add hoc order : ability to F2 lookup part number
• Modify unit screen resizing tweaked so it behaves better