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Online stock take January 3, 2012 barney

Bug fixed - stock taking via web browser was not sorting results by part number if you keyed in a part number.

Remote Access changes January 3, 2012 barney

Deployed new version of remote access client.  Recent changes to c9 from version 4.252 onwards mean that older client no longer worked properly with new c9.  Windows that changed size, such as workshop, would not work properly.  The new client will coexist with older <4.252 installations of c9.

Release 4.253 January 3, 2012 barney
  • Bugfix with print preview introduced in last release. The preview was distorted and skewed. The actual print worked fine still.  Now fixed
  • Backup : memorize backup settings. Make options more understandable. Hide options that are confusing unnecessary (ability to backup program files, and ability to disable backup of schema).
Release 4.252 January 3, 2012 barney
  • Create backup file changes
    • New option : only backup critical data. Idea is to make backups faster/smaller. If selected the following information is not backed up.
      • All catalogue information and images (rationale: you can always reinstall them)
      • Email attachments older than 2 months (rationale: attachments are just report .pdfs anyway. You can always rerun the report.)
    • Default backup program files to off. Not necessary. Makes backup faster/smaller
    • Improved performance of backup slightly by optimising backup creation code for performance and for making backup file slightly smaller by writing space efficient representations of database information where possible.
    • Improved memory efficiency of backup. Previously, trying to backup big data on computer with little memory would cause c9 to crash because c9 would want to store entire database table in memory before saving it to disk.  Now setup so backup streams from database to backup file in such a way that large amounts of memory are not required.
  • Catalogues : tools in utilities to allow you to manually manipulate catalogues.  Delete units/fiche, change unit image, fiche category etc.
  • Catalogues: fixed problems with Yamaha import.
Release 4.251 December 27, 2011 barney

Requires database changes; upgrade will force you to log all terminals out before proceeding

  • Added ability to import Kawasaki catalogues from Kawasaki's dealer website
  • Point of sale : ability to set line item discounts.  Normal discount function still works, but will only apply on invoice items which do not have a individual line item discount %.  So line item discounts effectively override the discount given at end of invoice
  • Point of sale : ability to discount parts sold to units and workshop jobs; so discount offered appears against profit for the spares side of the business.  Also ability to apply cost/margin based discounting when selling spares to sales/workshop department
  • New spares report : sales.  Shows per part buy/sell figure and inventory. Designed mainly for Harley reporting requirements.
  • Tweak / Bug Fixes
    • Do not allow user to key in discount amount that exceeds value of parts supplied.
    • F12 pickup order.  System would default discount settings to default settings for the account, not the settings used on the original invoice
    • Calculating discount for per item profit reporting; could be out by  margin of 1 or 2 cents for a given part. System was supposed to calculate to accurate of 4 decimal places, but under some circumstances, when discount is applied on multiple parts and the discount rounds down to nearest 0.05/0.10,  it would miscalculate margin by a portion of the rounding down for 2nd and subsequent parts on invoice. Now fixed
    • Sell units. Sell spares to a new unit then cancel add, or delete add. When go into spares again, the spares on the deleted/unadded unit are still there.  Fixed: system now prunes spares list after changing units on the invoice
    • Spares A4 invoice : incorrectly printing print/discount header when no discount is ever printed
    • Spares a4 invoice : print discount to be offered on parts on order when eventually invoiced when the invoice does not have any supplied items on it already to offer a discount.
    • Sync to MYOB : would report error under some circumstances and state that sync did not work.  Message is incorrect; sync indeed does work and condition that caused the 'error' to appear is normal behaviour (skip supplier). Modified c9 to suppress reporting this message.
Release 4.250 December 19, 2011 barney

Database changes. C9 will force you to log all terminals out during upgrade

  • Set web link/text.  Would crash trying to import jpg files. Now fixed
  • Import parts catalogue.  Currently supported: Honda, KTM and Yamaha (Yamaha not tested)
  • Print spares credit note:  redesign to mirror new spares invoice proforma : with ability to fold into a window envelope.
  • Print business name on spares invoice: increase size of field on print page so long business names print fully
  • Workshop : option to sort by job status
  • Browse workshop : disable options which are designed for looking at active jobs only and result in poor database performance when considering historical jobs
  • UI improvements to managing website content; make it a bit easier to enter in data.
  • Print Job card. Print both Plain Job No and barcoded Job No
Preview – Built in Catalogues December 15, 2011 barney

Following is a preview of new functionality to be released in c9 in the coming versions.  Possibly before Christmas, definitely by new year.

C9 will soon include the ability to import electronic catalogues.  From within c9, browse catalogues fast and easy, and sell parts straight off the catalogue.

Catalogues are imported, similar to importing price files.  Imported catalogues are also available for publishing on the website.

Example screen shot: Browsing/Finding Units by type/year/model/franchise

Example screen shot: Viewing Catalogues

Release 4.249 December 13, 2011 barney

Release requires database changes and will force you to log all terminals out.

  • Spares invoice. If invoice is credit, i.e. prior invoice too too much deposit  which is now being refunded, invoice processing was in correct.  Key functional issues fixed:
    • system inappropriately demanding no cash permissions for clerk key to proceed
    • System not asking for method of payment for cash return
    • System not reporting cash till takings at end of day correctly (because of point directly above)
  • Website management. Bugfix with resizing JPG images. Recent changes to fix GIF images broke JPG.  Hopefully now all are fixed.
Release 4.248 December 8, 2011 barney
  • Recently added ability to include {if(...)} in workshop complete SMS. With example below, the SMS sent would have make padded out. i.e.

...Your Honda                CBR-1000....

instead of

...Your Honda CBR-1000....

Did not notice this on my phone because my phone removes excess spaces.  Now fixed.

  • Miner - bulk email filters out archived users as well as users who do not have marketing flag set. Before, all users were considered, including archived ones. Important : existing saved queries will not be automatically fixed after upgrade. You need to load the query, modify the customer, click Disable, then enable on enable bulk sms/email. OK then save for existing saved queries to start to filter out archived customers.
  • Customer return deposit.  System would allow user to return a deposit amount that exceeded their balance.  c9 would warn users that they should not do this, but it would let them do it anyway. Modified so c9 disallows this sort of thing.
  • Select/View Job. In main workshop screen allow user to access View : so they can easily access functions like reprinting repair authority without having to goto rarely used Browser menu.  Also when selecting a job for something like sell spares to workshop, allow user to view a job during selection process.
Release 4.247 December 7, 2011 barney
  • Bug Fixes
    • Bug fix in Release 4.243 resulted in a new bug now fixed here.  Spares credit, if customer to credit is an account customer then system would always credit invoice to account only; it would not actually respond to attempts to set a cash amount to credit back; but it would permit user to key in payout method.
    • Workshop SMS notification.  System would send notification to email as well, even if email notification was explicitly disabled. Modified so that system pays attention to setup/customer configuration settings.
  • UI tweaks
    • Workshop complete SMS template. Following is possible to help fine tune construction of SMS messages.

{if(make='' and model='','job',make&' '&model)}

Example of a full template

Hi {contact}. Your {if(make='' and model='','job',make&' '&model)} is now available for pickup

What this will do is it will render unit make and model, i.e. 'Honda CBR-1000' if set, but if the workshop job does not involve a unit then system will instead render 'Job'.  Similar to defining Unit Formula for Stamp Duty Calculation, It is essentially computer programming, using a language called clarion (c9 is written in two languages, clarion and java); so not for the faint of heart.  De-constructing the above:

if ( condition ,trueresult, falseresult ) if condition evaluates to true then use trueresult, else use falseresult
make='' and model='' a condition test means if both make and model are blank
'job' the true result the literal text Job.  Literal strings use single quote (') characters.
make&' '&model false result, if either make or model are set. Combines make and model and puts a single space between them.  Note & must be used to combine text together. + cannot be used. Clarion assumes + means convert items to numbers first and numerically add them together.
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