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C9 now allows you to print statements that contain discounts if bills are paid on time or penalties for non payment on time. The discount/penalty is applied automatically by c9.
An example bill with this on it:
Requires database changes. You need to log all terminals out during upgrade
- Added ability to automatically define discounts and penalties on early/late paying statements. Will include a separate post on how this works shortly.
- Workshop checklists: include an easy option to toggle individual/all check options. On most checklist screens is a button which will allow you to toggle status of checklist from not set/set/not ok/Not applicable. If selected on top of checklist structure, it will toggle all options to OK. Works on enter key or Double click
Includes database changes. You will need to log all terminals out during upgrade
- Bugfix with fiche diagram import for Triumph. Buggy HTML on Triumph website was breaking c9 import
- New workshop job : provide option to print a deposit receipt
- Units : new web publishing option to publish units on transmoto website
- Customer reminders : c9 will now automatically alert when customer reminders are due. Will appear as a alert notification in top right of c9
- Automated SMS based workshop recall reminders
- C9 will now send SMS recall reminders automatically
- You can now configure default recall date in months. Complete a job and recall date will default to today + configure # of months
- Above config can be set on a per unit type basis. i.e. so you can recall road bikes every 12 months and offroad bikes every 6 months, for example.
- Recall date can be manually modified
Configuration options for above found in Setup -> Main Setup Screen. New table 'Workshop notifications
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Includes database changes. You need to log all terminals out during upgrade
- colour code workshop jobs which are completed and paid for with deposit
- bugfix with rendering related invoices on view invoice
- Nag user is ecordqty does not match maxqty/minqty
- do not ask for deposit for account unit sales
- bugfix with finalise layby, would pop up an alarming developer error message (the message was actually harmless)
- Sell unit on consignment, put agreed purchase price as deposit on the original owner, make sure reflected in cash reconciliation report
- new customer flag : customer prefers cash. For account customers with this flag set, c9 will not nag when you try to do a cash sale to them and when you pickup jobs for them, c9 will default to cash sale.
- a4 footer. Replace 2 lines of text with a freeform box of text to allow more info to be keyed into the footer
- workshop checklists : smartened up how checklists are laid out on printouts so they look alot neater
Bugfix with recent changes to SMS/email notification. If system sends two notifications in quick succession it could in some circumstances break the c9 terminal with database errors, requiring c9 on the terminal to be exited to sort out. Now fixed.
Point of sale ordering involving parts with $0 retail price. System would not allow you to add deposit. Now fixed. Typically $0 is put in because actual retail price is not yet known. A deposit is still to be taken as a deposit of the approximate figure.
Spares - > Deposits. Only show invoices where deposit makes sense. i.e. where there is a deposit already or if the invoice involves ordered or set-aside parts.
Consider the scenario : you are not a Honda or Yamaha dealer and you purchase Honda/Yamaha parts from the nearest Honda/Yamaha dealer.
There are two ways to do this in c9. One way is you add the other dealership as a franchise in c9 and add parts as you require. This is the older method of handling this in c9, but a much better method now exists.
The approach recommended is as follows:
- Add honda and yamaha as franchises into c9. So franchises track manufacturers. Get prices files as required, e.g. via the 'import from other c9 dealers' option in import price file.
- Add the the other dealership as a accessory supplier.
- Configure them so when you order honda or yamaha parts they actually go onto an order directed to the other dealership
This method has a number of advantages:
- You have full price lists for manufacturers. No need to add parts manually on a as needed basis
- Orders for Honda and Yamaha are merged together, no need to send 2 orders to the supplier.
- You can tweak parts individually and source them from elsewhere. Maybe the local shop doesn't have the clutch cover you need? But an interstate dealership has it?
How to configure this
Firstly, goto Spares -> Utilities -> Edit Suppliers. Add your supplier.
Requires database changes. You'll need to log all terminals out during upgrade
- Initial work on paypal integration. Currently non-functional but most of the core infrastructure is now in place. Just need to plumb a couple more things to get it working.
- Disable default popup order details screen. It pretty much annoys most everybody, including me. Can be reenabled via setup
- View workshop job, view spares invoice : view history of deposit tweaks on the selected job /invoice
- On a franchise you can now configure default supplier. Will write up a separate post on why this is a good thing shortly.
C9 includes a facility which allows you to embed fiche data from other c9 dealers.
C9 dealer websites allow you to shop online and search fiche diagrams for dozens of manufacturers. But instead of having to toggle between your web browser and c9 to view Bolton KTM parts diagrams for example, you can have Bolton KTM diagrams accessed within your c9. It is as though c9 is a specialised, integrated web browser for fiche diagrams.
Setting it up
You require 3 things.
- Add the franchise into your c9
- Get a price file for that franchise
- Link that franchise to another c9 dealer website
- Added barcode scanner intelligence so that:
- When you scan a part for the first time it adds one automatically into point of sale
- When you scan same part, instead of going into edit part mode it will increment qty required by one. The normal Forget/Order/Sell nag screen will only appear once, when you initially cross the current qty on hand count. From thereon, c9 will assume whatever F/O/S selection you initially picked for that part applies
- Point of sale import parts from various sources, including selling part kits, if the part is already on the invoice c9 will increment the qty required instead of previous behavior of entering edit part mode
- Order book : when adding a part to order, make sure newly added part is highlighted in the book after the add operation
- View Fiche Diagrams : memorise filter settings when switching from Point of Sale back to fiche
- When running c9 in lease expired readonly mode, allow users to record payments and generally modify aged trail balance. (Creating custom invoices is still disallowed. Also taking deposits is disallowed).
- Unit deals
- Better handle/cope with managing rebates within a deal to more accurately estimate profit on units to be sold. i.e. pickup rebates on the unit itself but also note rebates added to the deal and merge them together, since there might be rebates specific to the deal.
- Modify deals sometimes does not pickup unit changes that impact things like cost calculation, because it stores the deal in memory instead of periodically refetching the deal from the database meaning some things may be missed, such as adding rebates/costs on other terminals or via view unit option in the modify deal screen.
- Workshop : permit entry of qtys >=100 for workshop parts when adding or modifying
- Spares : old c8 had a strict limit of 255 franchises. C9 mostly pushed passed this limit but wasn't quite there in a few spots. Should now be working fully with a new limit of ~ 32000.
A new change to c9 smartens up it's barcode scanner integration so c9 is able to detect when you have used a barcode scanner and it handles part adding in a way that makes sense for barcode scanning as opposed to manually keying in the part number. C9 will add one onto the invoice straight away. If part was already scanned, it will increment the quantity of that part.
To enable this you need to configure transmission of STX on your barcode scanner. Your barcode also requires transmission of either ETX or a enter key at end of the barcode scan. Generally recommend enter key though there are some circumstances where you may prefer ETX. This cover enter key only, which generally barcode scanner will do out of the packaging anyway.
STX = Start transmission (0x0b Hex or Ctrl+B).
See your barcode user manual on how to do this. For example for the barcode scanner with model MJ-4209. The user guide which you print out contains barcodes to scan to program the barcode scanner. So print this and scan the below codes to enable STX.
This assumes that the barcode scanner will transmit the following: the STX, then the barcode then Enter key