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Following provides a brief walk through of creditors in c9.
Creditors functionality utilises alot of same mechanisms that exist for debtors.
The following proscribes a process for managing a tradein where the tradein unit being purchased has negative equity.
Worked Example
- Buying a new Suzuki for $15000 + GST + ORC (Victoria demoed below)
- Trading in a Honda for $3000 +GST (intend to resell for 3500)
- Honda has finance owing of $4000
Includes database changes. You'll need to log all terminals out during upgrade
Creditors
- Track creditor terms. Defaults to '2 weeks'. On different suppliers you can define terms such as '2nd week of next month', '4 weeks', etc. System will automatically default due date on new bills based on this
- Receive spares
- system can now record a bill to be paid against a supplier as part of receiving spares
- now allows you to key in precise GST to the cent, to cope with fact that different creditors calculate GST in slightly different ways yielding slight variation (usually 0.01 to 0.02) in the GST on the invoice. Also better copes with suppliers who declare some items as GST exempt.
- Workshop other/sub contract
- Allow sub contract items to be invoiced, creating a bill on the supplier.
- Track precise GST from the bill.
Other changes
- Default SMS to contacts mobile phone # in quick sms. Functionality was lost in recent changes.
From c9's point of view, AVG is the worst anti-virus software out there and most anti-virus related support calls I field are about AVG which occasionally decides that because it doesn't know what c9 is, it must be bad, and deletes it. It may ask the user first, but most users will just instinctively click default behavior when frequently nagged about system level questions beyond their expertise as computer operators (which shows poor user interface design on behalf of AVG)
Turns out I am not the only one that thinks AVG is shit. IF you run AVG and Chrome, you are probably better off without any anti-virus at all. Go with trend micro or malwarebytes instead of AVG if you are shopping for anti-virus.
Includes database changes. You need to log all terminals out during upgrade
- Contacts
- First iteration of creditors. Core functionality
- Accounts payable balance tracking.
- Record bills/payments and credit notes from suppliers
- Alerts on due/overdue bills.
- Discriminate between capital/non capital purchases, separated on activity report
- First iteration of creditors. Core functionality
- Spares
- View invoice. Access quick SMS if there is a mobile # number in the ordernum field
- View invoice. Access view customer
- Added more capability/sophistication to bulk price file markup rules to cope with things like checking part number ranges etc
- New option to view and manipulated stocked items that need restocking. Allow for rapid processing of restocking levels, especially with dealing with removing seasonal stock from reorder list. Accessed via order book, sub menu and from within generate all stock order options.
- Workshop
- Profit report. Allow report to be optionally run on jobs not yet invoiced so operator can get a sense of profit/costs tied up but not yet invoiced in workshop
- Workshop dashboard double click popup. Have separate buttons for receive job and start job.
- Units
- Fix rounding error with discounted parts being copied across onto a unit sale
- Unit invoice. Added new level of detail which itemises on road costs but doesn't itemise the tax invoice.
- Notifications: Consolidated various template systems (paperwork, unit cost formula, system monitors, notifications, price file allocations) to better facilitate more consistent and richer notification behaviours. Example, you can tune email notification to customer based on freight method selected by customer. e.g. :
<html>
{html(import(webheader))}
<p>Your web order has been prepared and invoiced
{include(woh:freight='pk')}
and ready for instore pickup.
{end}
{include(woh:freight<>'pk')}
and will be shipped to you shortly.
{end}
</p>
{html(import(webfooter))}
- Low level systems
- Added some new systems to help monitor and log issues with messenger lockups which happen occasionally for some users. Idea is to provide more logging and alerts on these problems for future diagnosis and repair by us. (Added a watchdog timer that barks when messenger or connection manager thread fail to periodically checkin. Submits trace information to c9 automatically).
- When c9 is restored from online backup only a subset of data is restored to get dealer up and running as fast as possible, c9 copies the rest in the background once things are up. An impatient operator could potentially mess things up by trying to do certain things while restore is still running. Modified c9 to disallow any of the following during background system restore : 1. Import fiche, 2. import fiche images. 3. Map remote c9 fiche diagrams.
- Certain database errors (such as activity date constraint check) can thoroughly break c9 and leave it unusable, forcing operator to logout and start over. Now fixed so system better copes with/heals from such outcomes.
Consider a typical price file, it contains spare parts and accessories. Often you will want to price them differently. e.g.:
- Set spares are our margins ontop of RRP, i.e. +100% for <$2, +50% < $10 etc.
- Set accessories to RRP
C9 for some time has supported this manually (https://c8software.com.au/wp/2013/09/release-4-380/), but you need to do it one part at a time, with a franchise with over 100k+ parts, might take a while.
C9 now allows you to define rules while importing new price files to automatically categorise price break schemes based on information in the imported price file.
As we understand it, new systems are being rolled out today for Husky dealers.
C9 includes some changes to help streamline ordering of spares. Instead of manually having to key parts into AMCAP you can now press a button in c9 and the order (hopefully) will be delivered directly to Butmac. The following post explains this.
Caution. I am of the view that what is described below has not been tested nearly enough in the past couple of weeks by all people involved (including us) to have complete confidence in the new ordering solution. I urge all users of this new feature to followup with Butmac directly to confirm your orders have actually being received in full. Give it a few minutes at least before following up. As I understand it, it might take a few minutes for orders uploaded via c9 to clear/process. This precaution should only be necessary for the next couple of weeks while new system is settled in.
In c9, instead of selecting print order. Select export order.
- Orderbook
- Highlight active order you want to send.
- Select Send
- Select Export Order
Now select export method of Butmac AX. You might need to select button 'Change Export method'.
Then configure export (initially).
- Select Husky
- Key in your account code. (Contact Butmac if unsure what this is)
- Select option 'direct to butmac'
- Click OK.
Order will be sent, no further action required. (But followup to confirm order was indeed received until you have confidence that the technology is reliable)
Includes database changes. You need to log all terminals out during upgrade
- Spares
- Added ability to define rules on a price file so that different part types have different pricing modes. i.e. keep accessory items at RRP. Pretty complex to make it work (it is a complex requirement), will add a separate post on how to make it work later
- Units
- Tweak contract of sale. Was incorrectly adding encumbrance to tradein purchase value
- Unit deals, was not calculating profit margin in deal modify screen correctly for items like assembly work. Now fixed
- Unit deals, would not pickup changes to unit details (such as change cost/reference number). Now fixed
- Unit sale, was not picking up discounting on passed on pre delivery costs. Now fixed.
Tweaks to how importing parts into point of sale behaves to make it more robust. Covers all importing, including expanding part kits, processing web orders, converting quotes/estimates etc etc. Key changes:
- Only interpret an explicit escape on a order/sell request as meaning that user is not interested in ordering the part. Previously clicking elsewhere such as highlighting one of the existing parts on order would be misinterpreted as user not wanting to order the part currently being imported.
- At end of import, provide user a list of parts that were not processed.
- A few other tweaks and fiddles to make process overall alot smoother
Other changes:
- Unit sale : permit utilization of deposit for sales on account. Prints deposit + owing on tax invoice
- Unit sale : does not require ABN for factory purchases
- Workshop report : show total inc as well
- New Magician integrations. Boss Web (BRP/Canam/Seadoo etc), Mojo & Mcleods
- Bugfix : reprint spares invoice. Filter by customer broken (probably broken for some time). Now fixed
- Receive spares. Can now integrate with new Butmac AX platform to electronically receive invoices for KTM / Husky. (no need to key in part numbers etc). More info once AX platform goes live.