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Includes DB changes you need to log all terminals out during upgrade
Goods only on units is being removed / curtailed
Goods only is a mechanism to log goods into the shop without upfront invoices. It 'works' but it is not very skillful in c9 at this time because what is and isn't invoiced isn't carefully tracked and you need to apply some care to ensure invoices match and reconcile to goods and c9 isn't doing this work for you at the moment.
This is pretty difficult/near impossible in some dealerships because staff doing the goods in are not the staff doing the invoice matching and often no where near enough care is applied to the "goods in" task.
Because of this access to this function is being heavily restricted in this version of c9. Goods only is only going to be accessible in very narrow circumstances:
- for units that come in off spares invoices, mostly things like power equipment etc goods in will remain accessible.
- for dealers who come onboard with c9 , goods only will be accessible in some controlled cases (units into stock on day before go live), and these will instead post to a 9-xxxx system initialisation gl code
So how do we do 'goods in' with c9 now? In situations where it is not possible to do a 'purchase' from supplier and track on AP (e.g. cost of unit is not entirely clear), our recommendation is you track these as floorplans. Assign goods in units with a trust receipt like 'GOODSONLY', then manage settlement of these units like you would a floorplan once a invoice arrives. The key advantage of this is you get all the tooling and tracking capabilities that come with floorplan management and are able to apply them to model genuine goods in stock scenarios.
Amount Finance Tracking
C9 deals now allow you to input amount under finance, making it easier to work backwards on a deal to understand how it needs to be padded / tweaked in order to align finance with deposit etc. When finance is indicated, c9 will not let deal proceed to sale unless everything balances exactly. This should help streamline finance sales and especially help capture inputting errors when tweaking a deal. On deal screen you'll see this near totals.
The printed tax invoice can display outstanding deposit remaining for collection as well.
Tweaks and tidies
- Dispatching, selection of records for actions like printing labels etc was quite broken in its behaviour and difficult to reason about ; (or even document here). Fixed so selection is based on current highlighted record (unless toggle selection is used to select multiple records)
- Line Discounting of laybys broken; now fixed
- Remote access
- c9 is supposed to memorise a mobile phone MFA login for remainder of the day. Was broken in last version and you needed to provide mobile every single instance; not just once. Now fixed.
- Tweak MFA workflow so the send SMS button cannot be easily spammed
- Add AP txn, remove CapEx as a txn type. Redundant for some years with tax code and ability to select GL code and steady inclusion of multiple balance sheet Capital gl codes. Existing behaviour with how it co-existed with tax /code/gl code was not intuitive so best to remove it entirely.
- Balance sheet : rename 'PAYG Installments Owing' to 'Provision of Income Tax' to align with name in actual general ledger
- Deals : left justify newly added sales rep column
- Workshop : colour code warranty jobs (blueish) separately from internal jobs.
- Business Activity report : tweaks to help audit backdated txns in circumstances where backdating is suspected and usual hygiene of locking the GL before critical report extraction wasn't followed. Note this doesn't provide an exhaustive capture of changes like bank reconciliation does, but may represent a reasonably useful forensic tool that should help quickly identify most causes of such action.
- add option to only show txns created after a certain date.
- When filter is in place, non active txns edited after this date are also shown. Their $ figure is presented as 0 on report.
- Export option: created date and last modified date are also shown
- GL Codes : added new expense code : non critical expenses.
- Deals - > substitute unit for blank then receive, the received unit will have retained original units trust receipt particulars. Zero all this info out first on initial substitute for blank.
- Till Pay terminal : found one instance of an error but till wasn't presenting error to c9 in a way that made it easy to tell operator what was going on. Tweaked our error message extractor for this instance. Added some regression test code so we can easily refine further in future.
- Txn details : expand unitline entries to show unit particulars. Useful for deep diagnostics with things related to unit costs / floorplans etc.
- Remittance Details : print swift code if customer is overseas. Swift code is configured in dealership details -> remittance details tab
- EPC import : changes to local import so it can work via remote access. To be used by us as c9 as a possible pathway to curate epc from PDF files.
- Browse journal
- when journal invoices AR / AP or CustDep show the contact that the AR / AP / CustDeposit relates to.
- Option to sort by date or gl code
- date sorting refined to factor in time and posting ID to keep order consistent time wise and ensure entries of same posting group together
- Payroll
- added some guards to stop ancient ad hoc records from being accidently edited/ deleted. Disallow backdating ad hocs into prior financial year.
- Super : added an option to export SAFF file. Highly experimental and intended to building out potential payday super solution. More to come. Not recommended for use at this time.
- Vic Paperwork : option to print online transfer form from a trust provider in view unit. In situations where floorplan provider already registered the vehicle
