It is now possible to invoice workshop jobs and sales orders via the stock invoicing option. This enables production of a single customer invoice covering multiple areas of the business. A single invoice makes for simplified accounting with fewer transactions.

• If you want to take advantage of this new feature there are two new settings available, one for workshop and the other for sales ordering. In either case simply set "Compressed invoices used" in your "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings" appropriately.

The stock location is now shown as one of the columns for the Stock Search allowing for sorting the results of a search by location.

It is now possible to add a follow up to an existing contact. The contact created inherits information from the original contact and follow up to the original contact is removed.

The "Sales Order Dispatch" now allows you to specify individual consignment numbers for each package if required.

• See our Knowledge Base article for further details.

A new menu option has been added to "Sales Order Processing", "Sales Order Dispatch", designed to assist you in packaging your orders going out to your customers.

You can pick out items on a variety of criteria, divide them into packages, nominate carriage if not already set up on the order, complete any outstanding standard order processes and even raise the invoice for inclusion with the outgoing items.

• See our Knowledge Base article for further details.

We have added stock list import and export support to Platinum for use with the 'agroparts' website.

This website is used by many Agricultural manufactures and parts suppliers including Krone, Kubota, Kverneland, Lemken, Pöttinger.

Export from Platinum

• Using the Shift+F3 (Order export report) in the "Add/Edit/Process Purchase Orders" at the order or order item listing will output items on the current order for uploading to the agroparts website.

Import into Platinum

• Using the Alt+F6 (Add Pre-Built List) option throughout Platinum entry screens (Purchase Orders, Point of Sale, Invoicing & Customer Orders, Workshop and Vehicle Sales) you can use the Online Parts Finder on the agroparts website to create a list of parts to import into platinum.

• For more information see the agroparts section on the Knowledge Base.

In order to add functionality to the prospect vehicle interests we have added the ability to store addition information about potential clients requirements.

• Sales person, vehicle category, investment and vehicle features have are now all available.

Reporting on this additional information has been added in the sales prospecting report generator, which now has addition variables to facilitate this.

Sales Prospecting Variables

E20

• Interest Vehicle Category

E21

• Interest Vehicle Category Description

E22

• Interest Investment

E23

• Interest Vehicle Feature Assigned?

E24

• Interest Sales Person ID/Code

E25

• Interest Sales Person Name

• See our Knowledge Base for the full details of the above report generator variables(s).

When you select attached files on "Media" tabs throughout Platinum, it will now show a preview on screen of the file, if supported for that file type.

Images, videos, PDFs, documents and spreadsheets can all usually be previewed, although for some files it depends on you having associated software installed on your PC. For example :

• PDF files can be previewed only if you also have Adobe Reader DC installed on your PC.

For more information see Viewing Previews on the Knowledge Base.

A new booking & hire module has been added to our suite of Platinum modules.

This module allows you to manage and hire out the assets of your business; including "Unit Sales" vehicles and "Stock Control" stock items.

• At the heart of the booking & hire module is a comprehensive solution for managing customer bookings including:

  • Viewing all current and upcoming bookings.
  • Enquiring about the hire items that are available to be hired.
  • Taking deposits.
  • Printing booking agreement documents.
  • Producing invoices.
  • Taking payments.

• For more information see Booking and Hire and our Getting Started articles on the Knowledge Base.

Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page to find out how you can add this brand new module to your Platinum system.

Fixed an issue when searching for nominal centres by description when 7 or more characters were entered for the search.