Bugfixes

• Complete screen nagging about unbilled unquoted labor even though there is no quoted labour on the job. Now fixed.
• Graphical Charts : most charts that use biz activity data did not filter out deleted records so were all generally overstating sales figures etc by including deleted records.

Units Query tweakage

• Default QBE screen for units is set to current dealer floor stock (previously was current+historical floor stock)
• Bugfix with browser : would only show a screens worth of units. Now preloads whole list
• Bulk Unit Label: print labels for units in bulk. Accessible via Units -> browser

• Bug fixes & tweaks
  • Behaviour of complete job screen changed in 4.675, on cancel complete the question do you want to save changes would actually change job to completed. Also would always think there was changes to save since it thought going to completion was a change made by the user. Reverted back to older, and better, behaviour.
  • Workshop report : other column for warranty work not flushing back to zero so incorrectly displayed a running tally
  • Country key inputting: tweaked user experience so it is easier and more intuitive. Specifically Key in a country code that duplicates into country names. i.e AUS as a code can make Austria as a name: do not auto fill, but auto fill on tab out. Previously would force 'AUS' to australia as soon as the 'S' was typed. So only way to key in Austria previously was to copy/paste or keyin code (AUT)
• AusPOST integration
  • Got international shipping working.
  • Default 'authority to leave' to no.
  • Allow configuration of preferred label sizes. Label size selection a bit smarter

• Bugfix with version 4.675.   Workshop timesheeting auto log billable labour merge all option broken : was behaving same as 'never merge'. Now fixed.

Unit purchase : provide a much simpler framework to manage encumbrances inherited from customer. You can now add liabilities as cost to be paid by customer as opposed to prior fixed default as being a cost absorbed by the dealership.  Example screen shot.

The amount paid by customer is allowed to exceed the 'value' of the unit, permitting situation where customer pays dealership a net figure to take the unit off their hands.

Resulting recipient tax invoice:

And general Ledger Posting:

  code  |             name              |   DR    |   CR    
--------+-------------------------------+---------+---------
 1-1001 | Instrument #1                 |  600.00 |        
 2-6300 | Unit Encumbrance              |         | 5000.00
 1-5100 | Units in stock                | 4000.00 |        
 1-3105 | Input credits on ABN purchase |  400.00 |

Resulting ledger posting is fairly straight forward. Encumbered liability is treated similarly to on road costs. There are no GST input credits to be claimed on the liability since assumption is that customer really paid off the encumbrance 'below the line'.  GST input credits are being claimed on the valuation of the purchased unit. (In above example customer provided ABN so input credits are claimable immediately).

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

• Workshop service overhaul
  • Allow configuration of labour rates separate from mechanics doing the work. i.e. standard rate, vs warranty rates vs internal rate
  • Includes on the job quoting facilities
    • Labour items are billed or quoted.
    • Parts can track quoted qty vs supplied (so far) qty
    • Added billed labour offsets quoted labour, so as job fills out the quoted component is eaten
    • Pre forma invoice/totals displayed show quoted figure work jobs on the go. Once job is completed it will flip to actual billed
    • C9 nags/warns on complete if there is a price flip as a result. Naturally jobs with fixed Fixed $/Capped $ schemes in play remain consistent
  • Allow linking estimates to a job after the fact and adding multiple estimates to a single job
  • Estimate to job is alot smarter in terms of managing labour accrued via timesheeting WRT quoted/actual labour
  • New tab in setup main setup 'Time sheeting' that allows fine tuning of new quoting/timesheet behaviours
  • Option to print a job barcode sticker. Potentially useful for power equipment jobs. Includes barcoded job no + cust name + job desc.
• Tweaks and fixes
  • View part buy/sell. Show created/received data on ordered parts separately
  • tweaks to monthly c9 invoice generation.
    • Bulk processing incorrectly linked all invoices under a single GL posting.
    • Provide mechanism to track lease termination date
  • Payroll : manually modifying computed items would not correctly adjust how dependent items would compute. Now fixed. i.e. changing wages would miscompute tax owing (overstating tax as being based on manual wages figure + computed wages figure the manual figure masks)
  • Workshop completed/progress report. Show goal total as separate from total so far
  • Workshop staff report. Print what report filter setting in play on report itself. i.e. 'Clocked time/Completed jobs/invoiced jobs'
  • NSW registration form C.  Page 2 , question about new/used was filled out back to front. Now fixed
  • Unit sale onroad costs: set date to be sale date, not date when ORC record was added for ORC records that have a tagged supplier. Assumption here is that because ORC is linked to sale of vehicle it will generally always be on day of the sale.
  • Customer phone number matching.  Treat +61 as same as 0 leading prefix for things like add customer, merge web order etc. e.g. +61 422 206 974 is same as 0422 206 974
  • Adjust c9 visuals so it is more obvious which window is active and which windows are inactive
  • Unit sale on road cost with GST + Supplier. Do not copy GST component onto bill to be paid to make it obvious there is no claimable input credits here. Biz activity report and GL are fine already so this fix is a fairly minor one designed so that view txn listing is not visually misleading in terms of input credits that are claimable. Will keep existing activity records showing GST component since it is obvious from activity tag this is not something that is claimable
  • Items below RRP. Provide a button to reprice highlighted item only
  • AusPOST integration tweaks
    • Label printing broken WRT StarTrack label sizing. Should now be sorted.
    • TODO: allow user to configure preferred label size. Currently hardcoded to 3 per page. (2pp for StarTrack)
  • Print statement screen :
    • show balance in list of customers.
    • Also show if customer is email/print target
    • Allow modification of customer from this screen

C9 only ever bills messages that have been acknowledged as being received by your customers phone and this has always been the case. We have now extended the technology a little bit to provide more useful feedback into your c9 for messages that failed to deliver.

Resending unsent messages

You can manually resend messages if you need to.  Goto contacts -> contacts -> notifications. Look at all notifications sent between 12:40 pm and 4:50 pm on June 1st.  even though SMS messages will say sent there is likely they were not delivered.  Highlight each one you want to send and click 'resend'.