Previous release ran a database update step. On systems with a decade or more of workshop data this step can take ages to run. I've made some changes so if you step v4.470, the modified upgrade approach hopefully will run a bit quicker.
Bugfix with Workshop estimates. Changes to estimates would not be saved. Line item changes were okay, but other changes to the estimate were not recorded.
Bugfix with recording of deposit on refunded parts from a prior invoice in some circumstances. If you remove discount on refund system would not record discount on line items correctly, interfering with profit reporting (would understate profit because would assume discount was refunded, not refunding deposit increases profit).
- Miner : ability to query on relationships between spares invoices and quotes (and related invoices, such as order/invoiced orders)
- Bugfix with recent changes to clocking. System would not record job item labour under some rare configurations (if never merge option was selected, which most users of c9 do not enable)
- Added ability to more easily tweak pricing on workshop jobs. A button on modify/complete job now allows you to do things like:
- Set spares to supplier RRP (fixed or discount to)
- Set spares to cost (fixed or discount to)
- Reset discounts
- Reset spares to dealer retail price
- New workshop discount option : Capped $. It is exactly the same as Fixed $ except on the printed invoice, line totals and discounts are not printed.
Improved miner bulk message opt out capabilities in c9.
Firstly, SMS based opt out will now synchronize opt out replies from users back into c9 by unsetting the marketing flag in c9.
Previously, c9's servers alone would track this and enforce opt out behaviour without syncing opt out selections by your users. So although anti-spam obligations as satisified by the previous solution there was no way - within c9 itself to know who has opted out because the information was kept on c9's central systems only. Now this data is automatically copied into your c9 and available for querying/reporting and resetting if a user ever requests to opt back in.
Secondly, it is now possible to do automated, web based opt outs in email based miner operations. For example, a screenshot from gmail of a possible email:
Clicking on the link yields a page that reports something like this:
Unsubscribe from Dev Motorcycles Successful
The link is preset in miner whenever you create a new miner query. e.g.:
Includes database changes. You'll need to log all terminals out during upgrade
- Paypal integration fixes
- Point of Sale complete would not calculate deposit to hold correctly if paypal customer has a trade discount for parts that needed to be ordered. Deposit taken would not factor in this deposit so paypal would capture too much deposit (which would be refunded later anyway)
- Auto invoice on receive parts : would not send a capture finalisation to paypal.
- F12 pickup when no further capture is required. Would not send a capture finalisation to paypal.
- Workshop progress report : rounding error on reported labour in some circumstances. Now fixed
- Workshop clocking : heavily over hauled. Interface now I hope is alot simpler. The interface also allows you to customise non job clocking tasks. Defaults include 'idle' and 'break' but you can either add your own or disable them to disable non job clocking altogether. To access this goto workshop -> Utilities -> Clocking Reasons
Bugfix with recent release that improves duplicate names. It would for unique new customers add '<NEW>' to the front of their name. Now fixed so it doesn't do this.
Requires database changes, you need to log all terminals out during upgrade
- Workshop
- Overhaul on how discounting is calculated and tracked in the database. Making it easier for c9 to write reports that accurate report on distribution of a discount on an invoice across invoice line items. i.e. breakdown of discount on parts/labour etc. Updated workshop profit report to utilise this
- Select job : new filter option which allows you to quickly filter active workshop jobs by a certain search string, could be nearly anything : mechanic, order number, unit details, customer details etc.
- Memorise and default to include/not include labour hours when printing workshop invoice
- Units : legislative changes to contract of sale requirements for Victoria. Tidied up contract particulars page as well.
- Improved intelligence of testing for duplicated customers during add customer. Checking phone numbers, emails and names instead of just checking code. To help prevent adding duplicated customers. Consolidated behaviour for merging in web order customers with this new logic.
- Workshop jobs : color code chart/legend
- Workshop checklists : permit selection and importing of multiple/all items simultaneously
- Backorder availability : a few visual improvements to indicate status of site update. Also include ability to print the resulting data
- Dead stock report : option to not consider parts not to be reordered (minqty=0, maxqty=0) as dead stock
- New order function : allows you to do magician query on multiple parts simultaneously : for all parts on backorder across entire system (via order book) or for a given order (view view order). Used to check availability for backordered items. Especially useful for KTM/Husqvarna dealers to quickly discover if a part that has gone onto backorder can actually be supplied from within Australia from the alternative bin. Useful for stuff which customer needs in a hurry and is potentially carried by another dealer
- Bugfix with honda inventory test. If you looked up a dodgy part, future inventory tests on that terminal might fail. Should now be more reliable
- Initial Paypal integration into c9 now complete. Capture web payments via paypal and finalise paypal payment processing from within c9.