• Harley Davidson KPI reporting
• Workshop profit reporting ; added ability to slice/dice profit figures across different considerations. i.e. unit manufacturer, type of job etc.
  
• Export Price file : auto-create and default to a folder called pricefileexport
• Process web order : make view/merge screens more keyboard friendly so they can be stepped through faster
• Spares quote : default to either receipt or invoice depending on customer type
• Credit note - default cash refund based on whether or not original invoice was a receipt or invoice. Previous behaviour was to look at status of account customer only and default based on that.
• Miner - make report aggregation case insensitive. i.e. Suzuki, SUZUKI, and suzuki all aggregate to a single record
  
• Accounting package sync - MYOB sync appears to be silently failing for a customer; with no record anywhere as to why.  Added more logging information and application feedback in order to try and understand cause of the problem .
  
• Online backups - computer memory usage running very high on server.  Partial changes on server to fix this.  Further changes included in this release to further alleviate the issue (changes to network compression algorithms to not compress so aggressively)

MYOB Integration completed.  Initially supports synchronization of spares orders to MYOB (same as Quickbooks)

Wll add some posts shortly to explain how to

• Setup your MYOB so it will integrate with c9 ( AccountRight Standard edition only. Premier edition is supposed to work automatically)

• Perform synchronization via c9

• Workshop status: added new status  - booked in.  Behaves almost same as in progress.  'In progress' jobs designate jobs where unit is in the shop and work has begun.  Booked In jobs are jobs where job is booked to begin, but is not yet in the shop.  You can order parts etc for booked in jobs. Main purpose for booked in status is to aid better planning, especially in weekly planner function.
• Built in Spell Check for all text notes; such as workshop notes, ordering details, account notes etc.
• Unit profit report. Display profit as a %.  Also group units into new sales - by type (i.e. Honda, Yamaha) and used sales (all used bikes grouped into a single grouping irrespective of make of unit)
• Bugfix with process web order. Under some circumstances, N/C parts would have retail miscalculated, using the price breaks/markups from a completely different franchise.
• Several spares stock reports include option to not print items where there is zero qty in stock
• Print Barcodes, include option to add parts to print barcodes for based on stocking location

• Another bugfix for regression bug in  release 4.203.  Credit notes were not appearing in cash till report.

• Bugfix with last release: credit note on an spares invoices would not put a credit note on the account customer
• Deferred invoice payments : on point of sale of subsequent invoice default deferred invoices to be paid, provide a 'lock' button that needs to be unlocked before these invoices can be modified
• Top 10 spares customers : was incorrectly counting spares on quotes.

This version includes database changes. You will be forced to log all terminals out as part of upgrade

• Bug with credit notes: GST not being recorded on credit note.
• Major internal re-working of how deferred spares invoices are managed in the database.  Prior system worked under most circumstances but there are a few cases where it can break down. e.g. If you create an invoice which is deferred and then a credit node, the original invoice will automatically flip into a mode where system thinks the invoice has been paid. But this is not necessarily the case.  The redesign also corrects for other minor concerns relating to business reporting on deferred invoices.  Another scenario: dealing with paying a deferred invoice which has had some/but not all parts returned on credit note.  Redesign copes better with this too.
• Credit note - if credit note is created on an invoice multiple times then subtract those parts from subsequent credit notes. i.e. smoother handling of multiple credit notes against a single spares invoice.
• Profit Summary report - was incorrectly including 'profit' on spares quotes. Now removed.
• Complete workshop job with parts on order - warn user of consequences
• Pickup workshop job with parts on order - warn user of consequences. Cancel parts on order if user proceeds
• Delete spares off workshop job. Previously system would just stuff part back into stock.  Changes provide more sophistication.
  • Create a spares credit note for the delete. This means that profit reporting will be more accurate
  • If part is on order, cancel the part on order
• Credit note and restock. If part is not in stock, add it to stock.
• Receive parts on order onto workshop job.  Deal with possibility that parts have been subsequently superceded
• Workshop - modify spares on workshop allows user to partially return parts to stock/cancel order without deleting the entire part line item from the workshop.
• Browse jobs -> customers -> view jobs.  Shows quotes and deleted jobs. Now filtered
• View Account -> workshop. Display quotes/deleted jobs correctly.

Modifications with units rebates. Originally assumed that rebates where only relevant post unit sale; but this is not the case for some suppliers (i.e. Yamaha). Cleaned up the software so that it can better deal with recording rebates while unit is still on the floor or even during point of purchase.

Tweaks to sales full history. Was not taking quotes or credit notes into account. Same for application setup too rebuild monthly sales qtys

• Bugfix with spares discounts.  If you select daily or stock buy price as basis of calculating discount, it would work fine for parts coming out of stock, but for parts on order it would always use the actual order receive price, not either daily/stock pricefile price.  Modified so that it always uses price file daily/stock buy if user wishes to discount based on either of these.

• Accounts - could not print Credit note or debit note transactions. Now fixed

Note that this version will modify the database and will force you to log all terminals out as part of upgrade

• Bugfix with generic price file import.  Importer would hide fields which have no data in them in the first 100 rows. But supercession fields may appear blank because supercessions may not start appearing until after the 100th part number. Solution is that if header appears to be a supercession, then include it, even if first 100 rows are blank
• Website management
  • Introduced notion of stock part grouping; so stock parts on website group together. Currently they group by analyzing stock description; i.e. if part ends with BLK, RED, XS, LARGE, 32 etc etc. This new setting gives finer control over this logic
  • Website units - will now publish new units on website. But new units need to be mapped onto website individually