A key difference is that instead of there being a single float and banked figure, new cash till tracks float/banked for all instruments. This allows you to settle different instruments or hold them over into the next day. Example:

• If you leave cheques in the till for banking tomorrow, they will come up as a float for the next day automatically. In above screen shot this is done with paypal component.
• If you run EFTPOS at 5:25 and a customer walks in at 5:30 and buys somethin on EFTPOS that EFTPOS operation would normally end up on tomorrows settlement. In this case you can key in settlement amount into banked settlled and the remaining balance is held over for the next morning to be included in tomorrows EFTPOS settlement

Other elements on the screen

1. Floats here. Normally focus is only on cash float. C9 now carries over prior value from yesterdays cash count.
2. The amount of cash you carry to the bank for the day
3. Remaining balance in till. Which will be tomorrows float
4. amout that is settled from EFTPOS (or other instruments). For things like EFTPOS you normally key in EFTPOS takings for day here. IT should normally equal in less out for EFTPOS but it can vary if you settle prematurely.
5. example of a payment instrument that was not settled to back today, so it’s balance will be held over until tomorrow and will appear as tomorrows float
6. notes and coins count. Settles with the first instrument
7. Toggle option which allows you to count either before you pull funds out to bank or after. Whichever suits.
8. Other held over. Here you need to key in value of whatever it is you are holding over for tomorrow. In screen shot example paypal is being held over so to make till balance need to key that value into here
9. Balance status
10. c9 now saves status of till count. This shows status of save. Existing till count means we are looking at a previously counted till.
11. options to save/delete till count record being looked at
12. paid out option still in play for backward compatibility. Records in general ledger as an expense without claimable GST input credits.

 

 

 

After completing a stock take, we need to look at items that failed to be picked up in the stock take and take action. Either:

1. identify items likely to be still in the shop that were not picked up by stock take and redo their stock take
2. identify items no longer in the shop and remove them from stock

Getting a list of things that escaped stock take

A couple of exotic scenarios with floorplan and finance exist if floorplan + finance provider are one and the same they may wish to bundle their transaction so only the difference is paid to the dealership.

Shared Finance + Floorplan

Consider sample unit. cost is 12500 + GST to dealership. Total floorplan is 13750.

We sell the unit where changeover including onroads is 15999.  The Finance company is same and $1000 deposit is left.

So finance company will provide dealer is 14999, but finance company have floorplan for 13750.  They may only provide the difference, e.g. $1249 in above example. Or in case where floorplan owing exceeds amount financed, take the amount financed off floorplan, leaving some smaller balance still owing on floorplan.

At this time c9 does not recognise the link between the floorplan provider and finance company. So you still need to treat txn as being handled separately.

Two steps In case where finance exceeds floorplan.

• Pay out floorplan of 13750.  (Units -> Units -> Payout)
• Record 13750 : value of floorplan as an invoice payment from customer. Record payment instrument using an instrument that represents the bank. (Setup -> instruments)
• Record 1249 as payment on account. Record payment instrument as direct deposit.

Txn list for finance company will resemble this.

For scenarios where finance amount is less than floorplan owing.  Scenario is tweaked slightly.  Example below. (Same invoice above but deposit taken from customer is $3000)

Floorplan differences vs finance is now 12999 to 13750. So dealer owing outstanding floorplan balance of 751. To record this one.

• Record txn similar to above. Example 12999 is recorded as floorplan offset in full against the account. e.g.:

 

Now on the units we record two floorplan payments. A curtailment equal to value financed, then we do the final payout after this.

• Units -> Add Floorplan : Add floorplan costs for $12999.

Then select payout to see balance which you still owe finance company.

 

 

 

 

 

 

 

 

 

Yamaha price files put a special supercession value of '9999999999' to mean the item is no longer available.

Problem is that this is treated as a supercession resulting in all NLA parts redirecting to this ficticious part number.  Supercession and NLA are completely different things.

C9 lets you work around this. You need to tell C9 that 99999-99999 is actually a NLA marker, not a supercession.

Setup -> Utilities -> Main Setup Screne. Goto spares 2 and key in following into NLA field.

(NLA|NA|NLS|9999999999)

Reimport price file and it should come good. (Requires update to c9 to accept this value)

Will update central repo file for Yamaha at c9 shortly to do this as well.

 

 

 

Honda service reporting requirements cover a number of concerns which require running jobs through c9 in a way so that report outputs are accurate and meaningful. Key areas of importance

• Honda vs non honda jobs
• job types.
• Genuine parts and oils (hardest bit to get right)

Honda vs non Honda Jobs

For a job to picked up as a honda job, it needs to have a unit assigned to it and the make associated with the unit is "Honda".  Fairly straightforward.  If job doesn't have a unit, it won't be reported. Further, Honda prefer complete VINS on unit so make sure the full VIN number is in the framenumber field on  the unit

Job types

Honda report requires classification into one of 3 types. Internal, Warranty and Customer. Tagging in c9 is straightforward but be mindful of these requirements.

• A warranty job is any job where 'Warranty Repair' flag is set.
• Otherwise if job has a customer it is a customer.
• Otherwise it is internal (irrespective of pre-delivery status of the job)

Genuine Parts and Oils

Parts on a workshop job need to be spare parts, not workshop parts, and need to be flagged against a franchise with the name 'Honda'. Otherwise they will be ignored for Honda Service reporting purposes.

Oils are any honda part that starts with the following part code:

• L1002-HP4
• L1002-GN4
• L1002-GN4
• L1002-FCW
• L1002-CHB

 

Normally many of these codes represents drum products and you pretty much never sell a drum to a single job,  so many operators of c9 prefer to use workshop parts for oils.  Such approaches will not work for honda service reporting.

C9 allows you to configure parts like a drum of oil to have a unit of measure which allows you to sell the oil to the job on a per litre basis. Details on setting up unit of measure here.

https://c8software.com.au/wp/2015/09/units-of-measure/

For example a 205 litre drum of 10w30 GN4 is setup in c9 like this:

Then it can be sold onto workshop job on a per litre basis and honda service reports will pick it up.

 

 

 

 

 

The following shows how you can setup c9 to price Y-SHOP so it is priced at RRP instead of applying your normal markups.

C9 allows you to implement complex rules that influence pricing of items.  The Yamaha file in the c9 central repository now encodes the part 'divison'.  This field can be tested to figure out what items are Y-SHOP items.

How to setup

Step 1 Add a RRP price break system.

Firstly we need to setup a pricing system that is strictly RRP.  The recommended way to do this is to modify the special 'accessories' franchise and make sure it's price breaks are zero.

• Spares -> Utilities -> add edit franchise
• Select accessories franchise and click modify.
• Goto markups table and make sure everything is zero here.  (Accessories items are not backed by a price file so these figures never have an effect on accessory items).

Step 2 Add a rule against Yamaha Franchise

• Spares -> Utilities -> add edit franchise
• Select yamaha franchise and click modify.
• Goto advanced.
• Clik Add to add a rule
• On select franchise window, select 'Accessories'. The rule we are adding is a rule that applies accessories price breaks to parts that satisfy the rule.
• The rule you need to key in for Y-SHOP is following.

kvp(mf:metadata,'div')='Q1'

• Click OK + OK to apply the change

Step 3 make the rule happen

Rules added do not apply right away. They only apply on price file import. So from here import price file from C9 central repo (will only work here, the price files Yamaha otherwise distribute do not ccontain information needed to figure out if it is Y-SHOP or not).

If you have already imported price file you'll need to force reimport the entire price file again. In import price file,  select option' Reimport full price file' to force recomputation of rules.

If you now look at a Y-SHOP item in edit price file, you can see this as proof that it is working:

 

 

While new Honda API Transitions in, following describes how to access Honda service reporting data the old fashioned way.

In c9:

• select Miner.
• Select load standard query
• Scroll down to Honda report and select 'Service Record' and press Selectrr
• Click 'F4 process query', key in date range and press OK

 

C9 now provides a number of points of automated integration for Honda dealerships.  Key items are:

• Sending orders to honda from within c9
• Importing received spares invoices into c9
• Automatically send service and dealer stock data to Honda

Initial Setup

To setup you need a couple pieces of information.  Honda dealer code and a API key

Honda Dealer code. Normally your dealer code is a 4 digit number from Honda.  But for this service Honda require an extended 5 digit dealer code. Which is your 4 digit code + one additional number depending on what type of dealership you are. At this stage, the 5th digit is always 9.

• '1' is for Motorcycles
• '2' is for Power equipment
• '3' is for Marine
• '9' is for Spare Parts.  Make the value '9'

For example, if your dealer code is '1234' then code Honda Integration requires is '12349'

API Key.  API Key is like a password.  To get your API key, login to Dealernet and goto 'Dealership' tab. There is an option for API key there. Click on it to get your API key

Read more...

More problems with suzuki price files.

Latest price file Suzuki have published has structural modifications in it which they did not alert c9 to, nor do they ever give us the opportunity to quality control the file before they make it available on their website. 🙁

The problem is manually priced items.  Luckily it can be fixed with a bit of fussing about. C9 will look at making changes to allow c9 to cope with the changes, making sure it is able to import either format, but it will not be ready at least until Monday morning.

Manually priced items are hidden in a xls spreadsheet in the suzuki file.

Originally, and for years the file looked like this:

As of now it now contains a new column and daily and stock lines are back-to-front:

To fix this without updating c9,  you need to unzip the ZIP file provided by suzuki to extract the Manual Priced Items MC.xlsx file and then you import the xlsx file a second time using Generic method. Generally to extract file you can right click on the .zip file in windows and select 'Extract To..'.

Generic config I believe should work. One issue though is that in xls file  Suzuki are not using convention of RRP = list price + GST for all the parts, in their file RRP is a bit all over the place.  so I am unsure which column should be imported here.  Sticking with how file worked originally, I am tentatively recommending using list price (Retail ex GST), but it is quite possible that RRP in this file is Suzuki's recommended, manually set price. Ultimately a question for them to answer.

 

A new method for getting orders to Husqvarana is now available in c9.  C9 recommends using this mechanism over electronic export. Although it is more fiddly, it is more reliable in that it provides active feedback on the order process whereas the export system designed by AHG involves throwing orders out into the void without any confirmation of receipt of the order. Hopefully in near future they will provide a more reliable mechanism, similar to the reliabile-by-design system provided Whites Power Sports.

Processing Summary

The process involves uploading a file into Husky/KTM dealer portal. So it is two step.

1. Generate order file in c9
2. Uploadf order in dealer portal

Read more...