RSS Feed c9 logo Australia's best motorcycle shop retail software
Release 4.769 March 19, 2019 barney

Not yet released. Soonish

  • Tweaks and  fixes
    • Print supplier txn. Would show option to email+a4 for supplier credit / supplier bill when it should show nothing at all.
    • Cash till count. Under some circumstances involving doing cash till across multiple terminals, on saving cash till the screen may reload older/incorrect previous saves generated for same day but on different terminal. Now fixed.
    • Added new function ORC adjustment to bounce +ve difference between ORC costs and what ORC authorities actually issue as a separate taxable invoice.
    • Payroll : voluntary super contributions would bounce incorrectly onto bank statement as increasing payroll payout, not decreasing.  Now fixed.
    • Miner : ability to query on customer disc type

When Honda switched their IT systems last year they implemented some business rule changes that are impactful on how dealers need to manage ordering particularly around managing back orders and making sure back ordered items are freighted appropriately, sea vs air freight.

C9 now contains changes that potentially streamline some pain points around this. It has taken a few iterations but following process might be useful.

Breaking down the process:

  • Put everything on stock order by default
  • Before sending an order to honda identify items likely to go onto backorder, and relocate those items onto a daily order.
  • Send your stock order.
  • Send your daily order.

Step 1 - putting everything on stock order by default

  • spares -> utilities - > add/edit franchise
  • Select Honda franchise
  • Goto pack/ordering tab
  • Select option 'Both stock and daily orders' (Default stock), so that ordinarily when you order stuff it goes onto Stock

Step 2 - Identify items likely to go onto backorder

This step is where most of work in c9 recently has gone to streamline things. Latest version of c9 contains a streamlined magician check with ability to move bits around before sending. To do this:

In order book, highlight the order. Press Send action and pick magician check

Now this pops up a screen where c9 will check each part against SAP. Generally should only take a few second to scan all items. Normally c9s magician check for Honda SAP is slow taking 10+ seconds per part, but managed to make it quicker by only grabbing availability figures on this screen. So it returns as '?' for price data.

In the above example, the piston kit cannot be fully supplied. You need 7, Honda have 5.  So highlight the item, click on 'Move Part' button and then move it onto a daily order instead.

What you can also do is click option 'Check other c9 dealers' and the screen will tell you other dealers that have it as an alternative to backordering from Honda.

Step 3 / 4 - Send orders.

As per normal.

Caveats / warnings

Magician checking in c9 is not something that is formally supported by the distributor, it isn't part of their published API, so the data c9 grabs here is not assured by the distributor (unlike the ordering API).

There is possibility that you might be trying to order parts other Honda dealers might be simultaneously considering getting, so what magician says is available may not actually be there when you hit the submit button and you might miss out.

End result is it is possible for stuff to still go on backorder for stock orders. It should be rare but it may still in theory happen. Longer term, the distributor needs to provide a robust process to provide assurances backorders end up on planes, not boats for stuff you need in a hurry. New features in c9 so mostly provide this but possible gaps still exist.

 

Release 4.768 March 16, 2019 barney

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

This release includes a potentially valuable change with how txns between debtors and creditors interlink that should dramatically simplify individual txn reconciliation for complex suppliers.

Firstly, describing the problem we are trying to solve:  c9 provides a mechanism which allows payments to track against invoices they are paying and the process is largely automatic with controls for users to override and manipulate, via selecting invoices to pay and being able to unlink/modify txns after the fact. Things get complex although when things like supplier credits get thrown into the mix. Issues being:

  • Credits will automatically track against oldest open bill, which can be undesirable behavior, and can be turned off in reasonably recent versions of c9
  • When it comes to to record a payment, you can only select invoices to pay: you cannot indicate that individual credits are factored into the decision on what to pay. This limitation is what this version fixes.

 

Illustrating the issue. Consider two statement periods with following txns.

Now a statement from supplier will come and it may show that for period #1,$250 is owing, but in c9, the first txn is considered partially paid, so adding $250 will partially spill into allocating transactions for period #2.   The payment of $250 will be composed of transactions across multiple periods

Now the above problem can be mitigated in c9 already via an option to not automatically assign txns.  But when we get to period #2 a new problem surfaces. Period two owing is $65, but when you goto select txns there is no way in c9 select txns screen to select both the invoice and the credit note. You can only select the invoice ,for $100. In payment screen the credit note remains unallocated.  This version of c9 provides tools to deal with specific case.

The above describes a very simple scenario, as simple as it gets before you run into trouble. Reality is that you have payments and credits and invoices flowing through a supplier statement in complex ways, sometimes with incorrect dates etc, and the result is a complex ball of mud.  New changes in c9 allow you to more effectively untangle this.

Specific details:

How to disable automatic allocation on a supplier

In modify contact, at bottom of 'discounting sand billing' tab is the following option. Select second option to disable automatic allocation of txns.

With above option enabled, txns remain unallocated if you don't select txns to pay

New options for selecting  transactions for reconcile/payment/settlement.

Now when you pay a txn, it now gives you the option to select the unallocated supplier credit by default if we want to flag the credit as dealt with and flag corresponding txns too

If you ran the supplier with automatic assignment and the supplier credit is already assigned, the select transactions screen allows you to override this. You goto the tab 'All transactions- force reassignment if necessary' and it will allow you to select the allocated supplier credit. On completion, the credit is deallocated and forcefully relinked to the payment you are now adding.

Other

This change also applies to modify connected txns in view transactions screen. As such it makes the unlink option largely redundant.

A new option is  added too : reconcile txns which allows you to reconcile a bunch of txns together without modifying a specific txn or adding a txn. Mostly useful if you are clearing a statement period with bills + credits cancel out to $0 exactly or at a net credit for the period. A rare occurance, but still possible.

Finally this version provides visual indication whether or not txns where involved in a explicit selection of txns to settle/reconcile with a leading + sign infront of the txn type.

 

 

 

Release 4.767 March 15, 2019 barney
  • Magician and EPC tweaks
    • Honda changes on last version busted  : was no longer showing if an item was discontinued. Now fixed
    • Cykel 'fixes' last version didn't actually fix cykel.  Should now be working
    • Added support for importing Landboss EPC
    • Mojo EPC import, some years return extraneous results with c9 would flip to year 0. e.g. '2014Â' from mojo system now converts to 2014, not 0000
  • Other misc
    • Point of Sale : disallow quickorder + order for stock combo as they are mutually exclusive.
    • Browse below RRP : print list. If you just printed barcodes it will try to send the RRP report to barcode printer. Reset printer back to report printer first.
    • Slight wording tweak on point of sale when scanning a part which is already on order
    • Web web order/web booking.  Previously was not extracting out firstname/lastname.  Now repaired.
    • Modify deal :  if deal was locked on another terminal and that terminal finalised the deal, then on getting the lock the first terminal would not check if the deal was finalized. Could result in deal be double handled.  Now fixed to explicitly verify deal is still open on getting lock.
    • Select bank for payment,  filter out banks flagged as loan accounts.
Release 4.766 March 14, 2019 barney
  • Magician changes
    • Tweak honda magician so it is lightening fast for doing a backorder/order check.  Compromise here is it will not show you honda buy price, only availability.  For individual part checks it will remain slow version which also grabs price info
    • Suzuki magician tweaks to deal with some oddness/complexity with how data is displayed on their dealer portal
    • Fix cykel magician, recent changes were damaged and couldn't work.
    • Mojo : map landboss & SWM for magician querying
    • Point of sale magician check: put the response from distributor at the top of the list.  For c9 dealers, organise dealers which are mapped into local c9 towards top of list
  • Tweaks and bug fixes
    • This version fixes a potential bug when upgrading before version 4.764.  The upgrade may permanently fail requiring c9 support to repair. Issue itself is rare and anyone running a version greater than 4.764 is not going to be affected anyway. This change is for slackers who don't update c9 often, their systems will still be at risk without this fix
    • Recent changes to email report where you can select dropdown of sender didn't actually work.  Changing sender had no effect. Should now be working
    • Delete txns via the unpaid bills screen. Protections recently added to key screens to disallow deletion on irreversable deletes (such as deleting a txn linked to a unit sale) do not apply here. Tweaked this screen to enforce the same rule about disallowing such deletes.
    • Print barcodes screen: delete all button floating in middle of list of parts. Rejigged things.
    • Stock ordering for franchises configured to order direct to supplier a bit broken. Fixes:
      • Would order under franchise, not preferred accessory supplier. Now fixed
      • Would not factor in parts on order from other suppliers or franchise. e.g. if parts are on order from another dealer (unusual use-case but still a bug)
      • Will now generate all franchise parts for a specific supplier when you select option to generate order for that supplier
Release 4.765 February 14, 2019 barney

Small bugfix.  Bulk move parts from acc supplier to franchise may fail under some specific technical situations. e.g. if there are more than 20k contacts and supplier you are moving data from was a recently added contact. (more likely to be a problem for new c9 customers with converted data where data conversion was run several times).

Release 4.764 February 8, 2019 barney

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

  • Fixes and tweaks
    • Processing a customer web order that contains supplier ordered parts that either need to go onto backorder or are cancelled. C9 will send multiple duplicate emails, one for every part that is on backorder or cancelled. Now fixed to just send one email per invoice affected by  backorder / cancelled receive status change.
    • Bank setup. Allow user to define bank type, either loan or deposit. Loans will track under a loans liability GL code instead of an asset code. Otherwise everything else works the same.
    • Fixed day of month suffix in top right. i.e. show 11th, not 11st.
    • Import Honda Invoice via API. Looks like Honda  tweaked their api and broke importing of inv date. Now fixed to cope with change of date format in their API.
    • Floorplan report : added a make filter.
  • Email/SMS notifications
    • Allow email sent on job completion notification to be customizable via an email template. Default email is now more nicely formatted
    • Low level tweaks to email templating to introduce more flexibility in template setup.
    • Doubled size of SMS notification templates configured in setup screen from 160 to 320.  Note that actual SMS messages are usually longer depending on how placeholders are filled out.
  • Workshop default labour rates
    • Configure a default rate on a per job and/or per job type basis.  Rate is inherited on creating new job and selecting initial job types.
    • New labour added via job or via clocking will default to the jobs default labour rate if set.
    • All this again for estimates too. Estimates can have a default rate which is picked up on conversion of an estimate into a job.
  • Order bulk magician query tweaks
    • Hopefully following will further ease the pain with Honda's new ordering biz rules and be generally useful for other brands too.
    • From magician check you can individually relocate parts from say Stock order to Daily order.
    • Move parts on order: allow partial move. i.e. if 3 on order option to move 1 of 3.
    • Move parts from magician check : relax prior strict bizrules about moving parts already in sent status.
Release 4.763 February 4, 2019 barney

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

  • Fixes and Tweaks
    • Clock on a job.  When showing next scheduled job, c9 would display the last unit you were eyeballing, not the actual unit associated with that scheduled job. Now fixed
    • Got Cykel Magician working again. Bigger and better : returns actual QoH instead of low/med/high.  Link now returns QoH too
    • Spares Refund. Print -ve freight on invoice. (i.e. freight charge on a refund as opposed to refunded freight)
  • Spare Parts Labels
    • Rejigged config to make it more intuitive and more accessible from label config screen especially when fiddling with layouts etc in edit label type.
    • Allow user to key in a shop name specific for spares labels.
  • Warranty export
    • More work on getting Husky Warranty Export production ready. This ver of c9 should be first production ready pilot ver for Husky Warranty export
    • Warranty Export : include a preview and validation stage to review and tweak warranty info before syncing/exporting. Picks up and forces repair on obvious errors, e.g. missing email address for Husky export
Release 4.762 January 29, 2019 barney

Bug fix : spares point of sale complete. Tweaking a field like freight did not display recomputed total on screen. Now fixed. (Total was correct on next screen just didn't display correctly on complete screen).  Bug caused by recent changes to this screen to better handle deposit and deposit on account utilisation while tweaking things like freight. Also make sure works with AusPOST integrated freight check.

Profit summary report. Was not showing general OP-EX expenses like rent etc. Issue caused by changes made months ago to better accommodate cash basis GST reporting. Now fixed.

Release 4.761 January 22, 2019 barney

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

  • Bugs and tweaks
    • E-Reference importing issue. Slow response sometimes. Sometimes upto 20 seconds.
      • Repair #1 (already implemented) : optimized server database to make queries alot faster: generally 0.05 to 0.1 seconds now. (or   x 400 times faster )
      • Repair #2: logic bug in c9 where if you keep clicking OK button it will just queue up multiple E-Ref queries causing c9 to essentially lockup.
    • Order Export : Tweak OPEA non-standard format to further accommodate a couple of P/E suppliers who have incorrectly implemented the OPEA spec.
    • Beta EPC crawler used by Lowry : tweaked to cope with units that do not have an image.
    • Honda Magician Check : show if part is discontinued. e.g.:
    • Return parts to stock from workshop deal would not restock items for items that were especially ordered and received onto deal. Now fixed
    • Workshop pickup : if customer has deposit, prompt operator to use this deposit instead of automatically assuming it is good to be used. (Make workshop pickup consistent with spares)
    • Add partial (non payout) Unit floorplan cost via 'add floorplan cost screen' with backdated entry. Would add curtailment correctly but corresponding GL posting was incorrectly dated to today which could mess up bank rec efforts.  Only happens on this workflow.  Payout option, or add floorplan via view floorplan screen worked fine.
    • Workshop completed + pickup. Pop alert notes for both job customer and insurer (if insurer is set)
    • Point of sale use account deposit : add some smarts to track whether or not operator intends to use all available deposit. On tweakage of anythings that manipulates the final price, e.g. tweaking lines, adding freight or adding discount, recompute deposit
    • Email templates in setup : increase amount of text that can be in a template
    • Tweaks to duplicate unit detection yo try and help minimize duplicate units being added into c9.  Do more exhaustive checks based on full vin/framenumber. Cope with dealers that prefer to key full vin into reference number field.
    • Unit notes: includes an option to flag unit notes as being important for service. e.g. if the ECU contains a custom mapping.
    • Customer emails from print preview
      • Be a bit smarter about which 'from' email address email is sent from.  Previously  only used global email or local terminal addr. Now will preferentially use spares email for sending of a spares invoice, service for a workshop invoice/estimate etc.
      • In preview email screen allow the end user to select sender from a dropdown list populated from various email addr configured in c9
  • Meatier changes
    • Husky PE electronic warranty registration. Initial code written. Pending testing/certification from Husky before becomes primetime
Next Page »