Includes database changes. You need to log all terminals out during upgrade

This version includes bank & cash reconciliation facilities. Detailed documentation on these functionalities to be provided separately

Other changes. Misc fixes/bugs etc

• Cash till report.  Tweaks to non cash banked figures would flip out cash till tally, which would fix by making another change somewhere, such as toggling count mode. Now fixed.
• Add transaction, select transaction changes
  • if user closes screen after making selection  changes, pop up a nag asking them if they want to apply their selection changes anyway
  • Make select/deselect toggle trigger off enter key
  • After successful selection changes : nag user if they want to retain previously entered amount or switch to new tally based on newly selected txns
  • New transaction type : Bill + Pay.  Records a bill & a payment in a single operation
• Workshop job delete/undelete fixes
  • If job was invoiced using deposit amount on customer record (instead of job itself), and then that invoice is rolled back, the deposit on customer is returned to customer, but the recorded deposit on the job was not altered, resulting in inconsistent valuation of deposits.  Now fixed.
• Monza Magician query : was returning incorrect available qtys for some parts, related to where parts are warehoused. Now fixed.
• Fixed a couple of menu typos
• System reports. Include filter option: makes it easier to figure out when last price file import for a given franchise happened
• Added new trial balance report for creditors : works off due date on bills.
• Filter search logic in contacts, parts etc.  Previously a search for RM450 in contacts would match things like RM 450, RMZ 450 etc. You can now force the "RM" part of the query to match "RM" only like this:  (RM) 450

Includes database changes. You need to log all terminals out during upgrade

• Supplier warranties
  • Allow recording of creditor contact on finalisation. Adds a supplier credit onto creditor record
  • New option in setup  : force selection of creditor contact
  • Biz Activity : recorded contact is supplier, not the customer of original job
  • Biz Activity : deleting warranty record would flip job back into progress state. Modified to not do this
• Creditor / Debitor linked txns
  • Bugfix: If select 3 or more txns to pay at once. If you go back into the screen to select the txns it would forget most of the selected list. Now fixed. (Previously If you completed, add txn operation system would correctly link to the 3 or more txns you selected okay. The bug itself is linked to when you goto review/modify the list of txns).
  • For bill payment,  preferentially link to transactions in due date order. Recording oldest to newest as paid
  • Select transactions to pay : show a running tally of unallocated value of selected txns
  • Provide ability for user to alter list of linked txns after the fact.
• Other changes
  • Customer code auto generator. Now includes a blacklist of swear/offensive terms to avoid. When it runs into them, will revert to first 4 letters of their last name only.  i.e. "TED CUNNINGHAM" generates a custcode of "CUNN" instead of the more colourful default
  • Kwak import. Looks like some models on dealer site do no work and contain no diagrams. C9 was failing on importing these. Now skips over them
  •  BRP import. Failing with 2018 side by side model due to how they've setup the images for these on the BRP site. Now fixed to import these.
  • Fiche data cleanup : optimise cleanup of extraneous images
  • Spares profit report. Date selector : use same selector widget that appears on reports like workshop profit report etc.
  • Standard date selector widget: preset step period (day/week/month/quarter) based on initial date values. Previously always started on 'day'
  • Spare part returns : allow deletion of credit note on supplier.
  • Website, text + image widget. Tweak to not force image to be 160x120 : to allow James do some interesting web design things with this widget
  • Add labour. Make relationship between tweaking time and tweaking price more explicit and visually obvious with a lock/link control.
    
  • Unit QBE tweakage
    • Revert default ownership filter back to any : when accessing Query via Units -> Browser.  Miner will still default to newer not sold default
    • Provide obvious visual clues on query screen broadly what units are being selected. e.g.:
      

Tweaks to select part description filtering:

Find part screen in c9 allows you to search parts based on description. The searching is combined english text search and search for letter + number combos. e.g. search for 'force' will match 'forcing', 'forces' etc and various english variants. While a search for "190 50" will return things like "190/50-17 pilot road 2", "190/50ZR17 BT020" etc.

Some tweaks to this. Some augmentation of letter + number combos. You can put wildcard '*' in to match letter or number combos that start with it.  The wild card applies to the letter/number combo before it.  e.g.

• GTR 14*  will match things like "BAGS INTERIOR PAN 1400GTR" or "GTR14 07"
• GT* 14 will match "WEB GTX BOOT 14 41".  "GTZ14 -S powervolt MF"
• GT* 14* will match all of above and more

There is now a setting in Setup under spares to make wildcard '*'  implicit on all description searches. So it will apply for everything without the need to key in the '*' character.

With great power comes a need for a great database server. Most queries should be fine on typical servers we setup, but searching for "1*" on all franchises for non stocked parts is going take a solid 15 seconds + some so on an old crappy database server. If this is the sort of thing you want to regularly do your database server needs alot of RAM (8gb/16g minimum) and/or fast harddisks (i.e. SSD's or really good SATA drives).

Redesigned key screens that input and display marked up text.

• Compose email/print for bulk miner mailer.   & View Sent SMS/Email
• Would occasionally crash. Generally would crash on fast computers due to threading issues, should now be fixed
• Should now work via remote access.  (Requires rebuild of remote client)
• Embedded Spell checker. Fixed spell checker to not kill selected highlight when spell check runs
• minor visual and usability improvements. e.g. keep displaying highlighted text after losing focus.

Other changes

• PC EFTPOS : prepopulate MOTO with on account card details if any
• Payroll : allow creation of recurring payroll items. Automatically added to every pay slip. Recurring items are pro-rataed
• Added diagnostic logging for nags and alerts, such as "Are you sure you want to continue?" type nags.  Previously from diagnostics we could only inferr what users were selecting for such screens when providing tech support. This version explicitly records nags that appear and what buttons users select in those nags to help us with future diagnostic / tech support work as it comes up.
• Spares on order report. Organise by franchise name + partnum. Break report into sections based on supplier when 'everything' print is selected

Minor bugfix with 4.682.  View SMS/email and bulk miner SMS/email screens broken.  Now working again.

Includes an untested tweak for Kwak Fiche importer. Importer currently broken. hopefully changes here fix it, but not thoroughly tested so may remain broken still.

Paypal integration bug.  A days worth of weborder paypal txns have come through which c9 is not able to process correctly resulting in c9 showing a garbled list of paypal ops completed so far and c9 not able to allow the affected sales to complete. Tweaked c9 to cope with these ones, show correct data and allow completion.  C9 was misidentifying list of 'child' txns that were connected to the original order.  Mostly impacts dealers that perform high volume sales on web with multiple open paypal orders running simultaneously. Only affects paypal orders submitted on over last 2 days.

• Tweaks and fixes
  • Bugfix: Debtor/Creditor balance figures in c9 would max out at 99,999.  Purely screen/report print error. Data was fine and internally larger figures were being maintained and tracked correctly. Obvious with large creditors.  Happens in a couple of places in c9. e.g. aged trial balance report
  • Rebates on unit deals
    • C9 maintains complex logic with rebates between units and deals. Idea is a deal contains rebate that may eventually apply on the underlying unit but only if the deal goes through. So rebate modifications on a deal do not automatically apply until deal is finalised and modifications merge in with existing deals on the underlying unit.  Some tweaks to this logic because it is non obvious and generates unexpected results at times
    • Never overwrite or allow operator to modify a rebate on unit/deal in progress which has been flagged as collected
    • Visually indicate if rebate on screen in deal is inherited from underlying unit. (with a + before description)
    • Visually indicate if rebate on screen in deal overrides/modifies a rebate on unit (with a [*] before description)
    • On adding a unit initially to a deal, show rebates. Previously would filter rebates which would then reappear upon saving and then modifying the unit on the deal. Behaviour is now fixed and more consistent
    • Bugfix with modifying an inherited rebate on deal. Screen would hide options such as after invoice cost etc. Now fixed.
  • Allow reprint/reexport of partially received orders from orderbook.
  • Stocked spares : allow larger notes to be stored. Currently limited to 300 chars.
  • Print barcode, move delete all to a different position on screen to make it less likely to be fat fingered
  • Refund/exchange. Allow refund/exchange onto a workshop job and/or department
  • bugfix. Recent workshop quote feature add damaged ability to put -ve parts on workshop jobs. Now working again
  • Due date computation on on unit line items from deal -> invoice.
  • Suzuki price file import. Tweak to cope with changes to their latest file : manually priced items track RRP in latest file, previously was List price
  • Modify website structure:  previously system would remove all orphaned records if a node is deleted. Normally this would be okay, but it can result in some brutally difficult accidental deletes to recover from, so removed this behaviour
  • Cash Till changes to make things smoother/simpler
    • Allow saving of cash till if c9 thinks there is a gap in the count, i.e. a day that has been skipped. Just nag the user about it
    • Add new counting mode : takings only.
    • Memorise last counting mode used on the terminal and default to that for a new count
    • Default Other HELD Over to balance of non cash instruments. Provide an obvious color-visual indicator that this is happening
    • Bugfix : auto settle option not settling any held over float

Following describes a trick you can use to further separate orders on the go into any arbitrary # of orders.  Using KTM as an example we want to track 4 different lines of orders. Those being

• Daily
• Stock
• Warranty
• VOR

To make Warranty and VOR work we create two new suppliers in c9 :  KTMWAR and KTMVOR. i.e.:

Now in point of sale when you order a part, you can highlight it, press F11 edit order and change supplier from default KTM To KTMVOR or KTMWAR.  The parts on order will now go onto their own order separate from standard daily order

You can make the order specifics screen pop on every part in point of sale if you like.  Setup -> Main Setup Screen -> Spares 2 ->  "[x] Open order option details whenever adding a part to order onto Point of Sale"

Now in the order book the part will appear under its own order. You can always move parts around after the fact on the order book. In order book Modify -> Move Part.

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.

Includes database changes. You need to log all terminals out during upgrade

• Cash Till Overhaul
  • Overhaul motivated by inclusion of complete bank reconciliation process in near future version of c9.
  • Screen details here: https://c8software.com.au/wp/2017/07/new-cash-till-screen/
  • Key features include
    • Saves till count and variation which can be later looked at historically
    • Posts variations to activity and general ledger
    • Better handling of situations such as running off EFTPOS settlement but then doing another sale on same day
    • Discrepency alerts quickly highlight historical variations to txns, factoring in multiple tills
    • New config switch with multiple tills.  Only cash (instrument #1) records multiple tills by default. Other instruments will aggregate on till #1
    • Formalise GL chart codes including a bank code for future bank reconciliation reports/tooling
• Tweaks and fixes
  • Contract of sale printing.  System was incorrectly resizing the particulars page. Scaling slightly differently depending on what terminal contract is printed on. Turns out generation of PDF file is sensitive to screen pixel density of the computer PDF is generated on. Problem is very obvious on modern laptops with high pixel density displays. Now fixed so result is consistent and optimal
  • AusPOST integration. Incorrectly treating AUS country code as an international shipment. Merge weborder into customer details. Do not pull in 'AUS' as a country code if web has set it. Reset all AUS records on database back to blank
  • Receive spares with supplier bill.  Supplier bill record was not correctly linked to activity/general ledger, so deleting activity record did not automatically delete the bill, or vice versa.
  • Database error during c9 lease check. Could potentially report a lease error instead of a system database error.
  • Workshop scheduler. Completely broken by recent workshop quote changes. Now working again.
  • Payroll bug fix. Unable to finalise new payrun if there were past payruns with certain ad-hoc items on those runs.  Now works

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