Not yet released. Monday
Includes DB changes, you need to log all terminals out during upgrade
Tweaks and fixes
- Bugfix with print tradein deal with customer paid encumbrance when customer doesn't have any other units. The pro forma wouldn't correctly tally in the liability. IT worked fine once deal is converted into a sale. Now fixed in both cases.
- Today Clocked : color coding of effort warnings, 70%/ 90% can now be edited.
- Select transactions : add a Refresh button to easily pickup any concurrent tweaks happening on a separate terminal/copy of c9
- Clock on / Off : display effort on job being clocked onto/off
- Old emails attachments, older than 6 months could not be viewed / saved. Changes made last year to archive old assets in cloud. This is supposed to work seamlessly / invisibly, but wasn't implemented correctly on the view attachment screen. now fixed.
- Estimates
- Setup option to organise estimates by reference by default
- estimate reference, the database would allow references upto 20 characters but a typo in c9 limited it to 10 in many cases. Now fixed.
- Clone estimate, would fail for estimates where reference string length is >=10 . Now fixed
- Warranty : button to access posted journal on finalized warranties to help with diagnosing stuffups like selecting wrong creditor.
- Purchase units, Add similar unit : make sure blank out engine number on the cloned unit
- Browse Notifications : for some systems screen could throw a record not found error. Root cause is missing customer records. Fixed. Fix should also make this screen a bit faster
- Deals : Receive unit on order : make sure get a clerk key. Previously would log receive without a clerk
- Tax Invoices : options to print additional Terms and Conditions, for either invoices or quotes / pro forma style invoices. Similar and in additon to recent privacy statement inclusions. To configure got setup -> other settings -> dealership details.
- Paperwork
- Vic - Primary Producer Concession - updated to latest
- Unit deals: add button to access private notes. This change forced some complex changes to browse deals screen, this screen should now load/refresh slightly faster because of those changes
- Magician : mcleods inventory check working with new portal
- Triumph EPC quote files : can now be imported into Point of Sale via F7 -> import from catalogue software
- View Contact : provide a tab that shows linked Loyalty Cards
- TillPay token based payments : would not pop an error message in event of an error, so operator would have no idea why a debit request failed. Now fixed to alert to reason for failure.
- Browse Dealer Units : show start date
- Pay Slips : print staff type next to classification. If not set then hide this entirely
More technical changes
- Update to underlying txn store as part of 5.3. Mostly for 5.3 but several wins from this for 5.2. Mostly around performance.