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Custom Label Example April 21, 2023 barney

How to create a label design which suppresses pricing

On print label you'll see this.  Click the configure button and define a couple more

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Release 5.2.62 April 17, 2023 barney
  • Tweaks and fixes
    • BSB lookup : refreshed database as missing new banks like YOU (BSB 670). Wasn't been updated since 2017 so badly overdue
    • ABA file export for bulk pay / payroll : strip out any spaces in account numbers
    • BAS posting tweaks
      • PAYG Installments and credits post to liability code 2-9050 : Provision of Income Tax
      • Add a slot to capture FBT installments : posts to same code above.
    • Some typo tidies
      • add/edit leave availability screen
      • add/edit clocking reason screen
    • Bugfix with print unit details : for non dutyable items would print previous lines description,not actual correct description for the non duty item being printed. Now fuxed
Release 5.2.61 April 8, 2023 barney

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

  • Part image importing
    • Add support for Harley
    • Add hook for grabbing curated data for Rollies
  • Single Touch Payroll
    • include a facility to allow isolation of payroll data in event of a ABN change such as new ownership to help with ownership changover and STP Reporting
    • Tidy up  : strip out old & defunct STP Phase 1 export code
  • Miner - add ability to report and query NLA status on a part
  • General Ledger : add a new code for commission based income (as separate from rebate income : model income which measures overall target performance that isn't include to a specific point of sale event)
  • Integrate c9 terms and conditions into login. Will pop daily on login until accepted by dealer principal
Release 5.2.60 March 29, 2023 barney

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

Tweaks and Fixes

  • View and modify workshop job. Do not show labour costs if logged in user does not have both profit & payroll permission
  • Changes to new version alert, previously could incorrectly assume c9 was up2date in some circumstances; relevant for recent account bizrule changes around keeping c9 up2date
  • Import part images
    • for WP Suspension,  allow xref with other KTM umbrella imported diagrams to permit cross brand fitment on websites
    • Ongoing silliness with KTM factory websites : this time with naming convention of files breaking long established conventions about image file name extensions
  • Cash till  : option to pop a generic cash counter after saving off a cash till.
  • Chat : new chat search screen didn't have scrollbars on list. Now fixed.
  • Key job screens that show job lines :  e.g. view/modify/complete/pickup : visually show whether or not jobline is an other line or a sublet so you can quickly pickup any incorrectly tagged sublets.
  • Motonational magician check : up and running
  • Couple of typo fixes on a couple of screens (add purchase unit screen and creditor trial printout)
  • Contacts: new switch in notifications tab allows you to fine tune notify parts off order: any parts or all parts, on a per contact basis (to provide finer grained control compared to global only setting for this behaviour)
Release 5.2.59 March 26, 2023 barney

C9 Chat

This version of c9 includes a powerful new module called chat. It allows you to send messages between different terminals in the shop and to other shops running c9. Chat to individuals or departments internally or from other dealerships.

In top menus of c9 is a new icon,

It will flash whenever there is a new message.

Click and open to manage your messages. User interface should be fairly easy to figure out. A couple of tips:

  1.  Modify button to tweak your name, your groups you are in and level of visibility to other dealerships. C9 will preload groups for you based on your last 100 txns done
  2.  New chat to start a chat with a different group, a specific person or a different dealership
    • a: groups you belong to
    • b: a group you belong to where someone outside group has messaged
    • c: example of an external dealership you are messaged, in this case #service department at Boltons
    • <not shown> : shop direct messages will show in another group here
  3. current chat, shows firstly your connection to the chat then the other party. In this case it is Fishy at Boltons talking to spares group, being part of spares group you will see these conversations

Other notes:

  • Some settings in main setup screen that influence chat (Networking #2 tab)
    • By default the feature is disabled for remote access but there is a setting you can flick to enable it via remote access. For casual remote access chat doesn't make alot of sense but if remote access is needed for typical day to day : e.g. a service department which is in a different building, there is a setting in setup to grant you ability to connect in
  • Requires always on internet to work : even when viewing older messages
  • Messages are persistently stored so if you are not online, messages sent while offline will be received once you are online.
  • Requires online backup to be installed. So during install of c9 for first time, will not be available until about day 2 or 3 of an install (to be fixed at a later date)

Note this feature is fairly experimental and difficult to get right especially testing of pathological cases of network failures etc or anticipating all the possible ways it can and will be used, so might be a couple of rough edges with it which we will iron out with some feedback.

Other tweaks and fixes

  • Magician and Part image importing for GasGas and WP Suspension
  • Old school menu has finally being removed in this version of c9
  • Workshop invoices : print notes after invoice total. Current design means some totals might be pushed onto page two etc, and customers may only part sub totals which generally always print on page one
  • Rework account suspended : previously account suspend meant suspended from performing accounts receivable txns, but intuitively most people expect this to mean suspended from doing any sort of txns. So modified because to align with common expectation. To this:
    • When selecting a suspended contact, pop a warning screen similar to notes screen
    • New clerk key permission in place separate from override limits : can ignore account suspension. Applies / is tested for  most txn entry points.
    • remove prior suspended tests connected to ar balance test only

 

Release 5.2.58 March 15, 2023 barney

Bugfix with latest version: in browse workshop jobs, promise date would show random results for any job that didn't have a promise date. Now fixed

Release 5.2.57 February 25, 2023 barney

Will include databases changes. You'll need to log all terminals out during upgrade.

SMS Followups

This version of c9 includes some refinements to followup SMS messages including ability to send follows on unit sales.

Firstly while in middle of a sale or workshop job you can flag whether or not to send a followup message

Next there is now an option to drop in a link for reviews. e.g. for google reviews if you google your shop and click on reviews, there is a button : get more reviews.

Here you'll see a link you can copy into a new slot in c9.

Feed this link into c9, make sure you 'reset' the templates for workshop and sales sms.

Start collecting up those sweet sweet reviews. Sample SMS outputs:

Tweaks and fixes

  • Automated SMS followups
    • Add a new option into workshop so on complete/invoice you can disable followups, for the more 'difficult' jobs
    • Add followups for unit sales, also with an option to disable followups
    • Include an option to drop in a link to google review as part of followup to encourage people to leave reviews.
  • Suzuki EPC : previously importing EPC required verification of access to suzuki by successful magician login, because of how sketchy this now is with MFA login required for Suzuki DealerNET , instead validate access is permitted but checking c9 Repo
  • Deleted bank accounts : deleted bank accounts can be accessed via a 'deleted' tab and from here can be restored
  • Add unit. IF you key in a duplicate reference, e.g. 27 once it runs out of letters upto 'Z' strange things happen. Improve things here to expand out into double and triple digit letter allocation
  • WPS integration: remove old SOAP based API's. Now using REST API's only.
  • Subtle defect with create a BAS defaulted to cash basis. The generated BAS figures actually start on accruals basis. You need to toggle basis from cash to accruals back to cash to get correct figures. Now fixed
  • Bulk Payment : Enter key switches focus to list of can quickly select a heap of txns to settle without having to touch the mouse
  • End of Day auto adjust posting : make sure it's posting date is before midnight, not after
  • AusPOST shipping integration: default shipments without labels to not export as part of a order confirmation / manifest generation
  • Remove pay salary option in generic txn.  This function is often misused when should be posting a more complex payrun gl entry. If any dealers have a genuine need to for txn type (highly unlikely), will need to now post as a manual journal entry from now on.
  • Switches to configure PureMoto integration (more details to come)
  • Workshop Promise : also track a promise time
  • WA paperwork : better Form 4,  added Form 6
  • Sale On road costs preloaded on a purchase are not being saved. Caused by recent changes/bug fixes here. Now working again.
  • [X] add unit : plate only pops existing units screen if plate matches and other key fields are not yet filled in (e.g. VIN and reference)

 

 

Release 5.2.56 February 19, 2023 barney

Tweaks and fixes

  • PPSR - C9 now emits original PPSR report by default. The c9 based report can also be accessed still. e.g.
  • Payroll changes
    • Single Touch Payroll repairs requested by ATO.  Dates/timestamps recorded on a pay run are not 100% in spec. Specific changes:
      • PaymentRecordTransactionD is strictly payday
      • Use date+time when payrun was locked, not current date/time for submits/replaces
      • date+time clamping refinements. Only clamp if usedate is strictly after payday. Clamp to 11pm + a few milliseconds for each pay variation so that pay variations can be 'ordered' based on revision # at ATO end
    • New setting on casual employment types to permit preloading a payrun with a 0 hour wages line (previously would filter out anything zero)
      • In employment type you can flick this setting:
      • And result on payrun will be a default wages line with zero hours (where previously zero hours would suppress adding a payroll line)
  • Website structure : under some exotic circumstances the represented structure would be incorrect and it would show results in wrong sections. Now fixed. Possibly could be an issue for workshop estimates too (Root cause, faulty assumptions about uniqueness of sibling order field could cause the resulting path to get messed up  )
Release 5.2.55 February 14, 2023 barney

This version includes a fix for a serious issue with unit sales. Finance based sales with attached on road costs will fail to save with a journal error. If you retry the sale will save but without correctly journalling the on road costs.

Root cause is a very low level programming error introduced in v5.2.53 two weeks ago related to fix for ability to edit ORC on resale unit costs

 

Nidasu Integration February 10, 2023 barney

C9 can periodically sync data to Nidasu platform as part of reporting/analytics programs setup by OEMs. Currently integrated with Honda and Yamaha OEMs. It is expected to expand for other major OEM providers in the future.

Integration from c9 is fully automated. Once setup c9 will transmit data in background of you each night.

To setup:

Spares -> Utilities -> add edit franchise.

Modify the franchise in question (i.e. Yamaha or Honda)

Goto Magician / Network tab. Make sure following 3 things are set

  1. Magician is mapped to correct OEM (i.e Spares -> Motorcycles -> Yamaha or Spares -> Motorcycles -> Honda)
  2. Nidasu Username is set - to be supplied by Nidasu/your OEM
  3. Nidasu Password is set - to be supplied by Nidasu/your OEM

 

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