• Unit consignment fixes
  • Don't ask for payment method when cash customer is selected on consigment. No payment has been made yet
  • For account customer is selected, consignment would flip out and report a GL journal entry error.  Now fixed
• Husky / KTM Integration Stuff
  • Create new format for KTM/Husky portal. Will include instructions on another post
  • Popup a warning on existing Butmac AX integration that integration is potentially unreliable and operator should use portal method instead.
  • Got Husky part enquiry working again, changes to husky website portal broke it
• Misc
  •  New workshop other report that shows invoiced sublets based on date sublet was invoiced, not when job was invoiced out.
  • Bugfix: receive spares with no parts would not create GL records or biz activity record or record bill to be paid against creditor. Now fixed
  • Workshop recall.  Now possible to configure c9 so on completion, only jobs whose job types are configured as 'service' jobs will trigger recalculation of recall date.
    Config option screen shot (setup -> main setup screen -> workshop notification tab):
    
    Need to make job types service types as well: Workshop -> utilities -> job types
    

• Various integration fixes due to website changes
  • Fixed F12 Magician for Mcleods
  • Fixed import parts images for Mcleods
  • Fixed fiche import for dealernet (KTM/Husky)
  • Yamaha : show qty in Japan if none local
  • Mcleods : show availability day it not immediately available
• Other / misc
  • Unit Stocktake report : include a summary at end of the report. Option to print summary only
  • Tweak how distributor data synchronization programmes are configured in add/edit franchise.  Looking at some new reporting programmes for a few major suppliers. More details to follow in coming weeks.
  • Tweaks to workaround/disable archiving of dealership units.  Archiving only applies for customer units
  • Add parts to workshop job via workshop.  Make sure customer is recorded against parts move record
  • Do not allow deletion of workshop deposits/withdrawals in browse activity screen

A number of useful integrations into WPS built into c9 (Birdman)

1. Send Orders

Insteasd of printing orders for WPS you can export them directly.  Instead of 'print' select export on a WPS order. Then select Whites Power Sports as export method.

Then all you need to do is provide your email and password used to access WPS website.  C9 will memorize these so you only need to provide once. Once order is submitted that is it, click OK and you are done.

You'll see following on progress and success. That's it, order is sent already - no need to mess with files or websites or anything like that.

2. Import Price File

Importing price file for WPS will grab price file direct from WPS, no need to mess with price file attachments. Spares -> Utilities -> Import Price file.

Select import method of WPS, then provide your WPS website username/Password.

3. Query Availability

Magician for WPS works as well. In point of sale, on a WPS product press F12 to query.  System may ask you for WPS username and password which it will then memorize.  It will show you availability at WPS and for other c9 dealers as well.

 

 

 

 

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

Improved Magician and c9 dealer integration further.

• When exporting an order to another c9 dealer, if the order is an accessory order for a magician mapped supplier c9 will automatically select that dealer and submit the order as a web order to them direct into their c9 system. It will correctly map franchsies etc based on magician mappings. So you could feasibly order a mix of Honda + Suzuki + KTM parts from Bolton's for example on the one order.
  

 

• When creating an invoice via point of sale, at end of the process c9 will give you the option to automatically export parts on order from magician mapped c9 dealers direct to them. No need to goto the order book to fire these orders off for once offs. Can happen entirely in point of sale screen.
  

Other changes:

• Bug fix with magician lookup. If no magician matches come up view supplier option for part mart is greyed out. Now fixed.
• Website content.
  • Include a 'class' field which James will be able to use to make c9 powered website look even more mint.
  • Tweak spec sheet config to include pricing, webclasses and notion of whether an item is summary only or detail only
• Import Kawasaki Fiche diagrams. Recent website changes broke import. Now working again.

• Spares
  • Bug Fix : Credit invoice, delete one of the parts to credit and c9 would loose track of invoice being credited, also meaning info such as discount schemes applied on original invoice are thrown away. Now fixed
  • Import Generic Price file. System was only memorizing settings for first 10 columns in the imported spreadsheet, not all 12. Now tweaked to memorize last 2 columns as well. Generally only relevant for a couple of suppliers since most price files utilise no more than 8 columns in their spreadsheets.
  •  Magician
    • Suzuki Dealer Net Query. Looks like some website changes have broken c9 part lookup.  Should now be back to normal.
    • F9 will query all magician parts on order
    • View Order : new option to query all parts, not just backordered items
    • In Magician lookup is a new option which allows you to link magician supplier to supplier in your c9. If not found c9 will automatically create supplier for you. Similarly you can use this option to change supplier for part to be ordered.
•  Units
  • Uncollected rebates report. Separate report into two sections, sold and unsold units
  • Floorplan payout. Added a tool under setup to allow you to do a bulk payout of units on floorplan but sold. Payout is set to date of sale.  Defaults to units sold more than 30 days ago
• Business
  • Map Xero supplier to c9 supplier : show xero suppliers in alphabetical order
• System/Other
  • Cloud backup was not reporting velocity of updates like it used to: just showing either 'synchronized' or 'not backed up'. Now restored velocity data.
    

Bug fix : latest version caused an issue with web order merge customer details screen. Screen would not work correctly. Now fixed.

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

• Contacts
  • Increase allowed size of address fields to better accomodate international addresses.
• Workshop
  • Sell parts to internal department, departments would not be visible if workshop location was set to something other than 'Show all'. Now fixed
• Units
  • Add terminal locking to deals, to prevent two terminals trying to modify the same deal at the same time, which can cause weird things to happen like deposit on deal being tracked being all messed up.
• Spares
  • More work on Honda Dealer integration, hopefully almost ready to go live.

• Fiche diagram import
  • Got Harley/Partsmart working again
  • BRP import. Try to cope with alternate part listings where price file description is same but analyzing descriptions of parts on a diagram with same reference # and extract the different text and adding it as a note to the item on the diagram.
• Magician
  • Tweak Yamaha integration a little bit, hopefully more reliable now.
• Unit Deals
  • Print Deal # on resulting invoices
  • Show deal number in units - > invoiced units. Allow printing of deal sheet
  • Show finished deals in Sales -> deals. Allow printing on either deal sheet or resulting tax invoice from here.
• Spares
  • Receive order. If you select cancel on IRREVERSABLE operation warning screen in pickup and try again. C9 will popup an error screen about lock depths. Error itself is ignorable, but looks scary. Now fixed. (Caused by recent changes to only lock franchises at point of actual receive).
•  Misc
  • Locked activity. C9 can be setup to disallow txns before a certain date, for purposes of accounting reporting.  But if a user attempts to then backdate and modify an old txn system will usually fail with random system errors without any clue to the cause being lock date.  Modified to give user more useful feedback to cause of the failure. i.e. see screenshot below
    
  • Previously old versions of c9 could have shortcuts that launch into specific parts of c9. i.e. c:\c9\startup /workshop would jump into workshop. This functionality was lost when new UI system came into play. Now restored this functionality.
  • SMS Replie: under some rare circumstances a SMS reply might get duplicated multiple times. In one instance saw a sms duplicated 1000s of times. Added tweaks to prevent this.

• Workshop
  • Modify sub contract on job: if sale cost = job cost and you modify sale cost then job cost. C9 would modify the job cost but not recalculate gst and +gst job costs creating a subtle and difficult to notice defect with sub contract costings. Now fixed. In a couple of ways:
    • Once job costs are set do not allow changes to job retail pricing to affect this
    • When job retail price is changed make sure gst and +gst job costs are also updated on screen.
•  Spares
  • Barcode.  Allow easy adding of spares barcodes by keying in partnumber into barcode screen and pressing Enter. Also works with STX configured barcode scanners
  • Line item discount. Option to key in discount by $ as well as %
•  Contacts
  • Bugfix with printing countries on spares invoices. Would print country twice under some circumstances. Now fixed
• Email Notifications.
  • Bugfix : recent memorise email address functionality did not work with workshop cash sales. (Account sales are okay). Now fixed
  • System now allows you to set email bodies for emailed documents/reports/invoices. Has a default template. Example screenshots:

 

Includes database changes, you need to log all terminals out during upgrade

• Spares
  • Bugfix: Complete point of sale, if you select customer and select option to use customer deposit but then back out and then complete again, the screen will not show account deposit allocated resulting in on screen numbers not adding up correctly. Invoice was still okay.  Fixed to refresh these details correctly on re-entry to complete
  • Merge on pickup
    • Bugfix : would not close off order book items if items to be merged are already on the invoice being merged into. Now fixed
    • In database, track original invoice for merged items, to make it easier for us to trace/debug/diagnose any issues
    • Bugfix : would try to merge items on original invoices which were partially supplied, damaging original invoice. Prevent these items from being merged
  • Bugfix: Merge With existing. Would not update parts on order total correctly resulting in erroneous parts still on order notices on the printed out invoice
  • Receive order: do not lock franchise until very end when receive is initiated, allowing multiple receives for a given franchise to be setup by different operators
• Contacts
  • Print Att: on shipping labels for companies
• Workshop
  • Do not 'tab though' on job icons on new or modify job.
  • Bugfix: Job notes, modify. Was not refreshing screen correctly to old copy of notes if user selected No to save changed notes on cancel. (The notes were not being changed)
•  Misc
  • Include Ben's ph# in Help -> About
  • Cash Till report : break down different instruments into incomings and outgoings