"Customer Loyalty" has been extended to the "Sales Order Processing" module. Loyalty cards can now be used to earn and redeem points on customer orders.

• See our knowledge base article How do I set up a Customer Loyalty Scheme? for more information.

It is now possible to select multiple images to upload in all of the "Image Managers" in Platinum Online. This saves you time when adding images as you do not have to press [Add] and locate the image each time.

• See our Knowledge Base to connect to your Platinum Online.

The "Activity Manager" options in both Platinum Online and Platinum Mobile now optionally allow your technicians to see all jobs rather than just those that they have been allocated to in the schedule. This could be useful if your technicians jump between jobs depending on time constraints and other variables.

• This new behaviour is turned off by default and is controlled by a new system setting "Show only jobs allocated to the technician". Additionally you can also set whether previous and/or future jobs should be shown with the "Show jobs scheduled x days before today" and "Show jobs scheduled x days after today" system settings.

Platinum settings can be found and set in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings". Depending on how your software is configured you may require "System Administrator" status to access this option.

The "Invoice Production" option has been renamed To "Invoice & Credit Production" and has been given the Windows "look-and-feel".

• It is now possible to easily produce credits for jobs that have been invoiced in error.

• As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
• The F11 key should be used for the on-line help.
• The F12 key or the "Functions" menu should be used to access the function keys available.
• Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
• Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
• The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
• Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.

Platinum now has the facility to specify an "Order export report" on the "Supplier Properties" - "Ordering" tab.

This report is accessible from "Add/Edit/Process Purchase Orders" at the order or order item listing, and is intended to output items on the current order in whatever format the supplier requires, usually for the purpose of creating an electronic order.

Given the flexibility of the "Order Processing" "Reports & Settings" the facility as a whole should be adaptable to a wide range of requirements.

Feridax

This modification enables online ordering from Feridax, and a standard report has been issued to produce a file suitable for their "Quick Order" function.

The facility for storing and retrieving alternative delivery addresses for customers has been extended from "Stock Control" to the "Vehicle Sales".

Alternative delivery addresses may be specified for each sale on the "Print and Summary" tab and printed on sales documents.

• This update will involve a file conversion, which will run once only: the first time Platinum is used after this update. It may take some time, depending on how heavily the relevant area of the system is used, but will only be necessary the first time you use the software after this update.

It is now possible to copy an existing stock line to create an entire range of related stock. Details of code and description variants are entered and from this a whole stock range can be produced in moments.

The feature is accessed from the stock code field in the stock amendment screen in the same location that the conventional stock copy is available. This new feature down is accessed using the key Alt+F9.

• See our knowledge base article How do I Create a Range of Stock? for more information.

The Nominal Groups and Divisions have been given the Windows "look-and-feel".

Platinum settings can be found and set in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings". Depending on how your software is configured you may require "System Administrator" status to access this option.

• As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
• The F11 key should be used for the on-line help.
• The F12 key or the "Functions" menu should be used to access the function keys available.
• Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
• Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
• The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
• Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.

• This update will involve a file conversion, which will run once only: the first time Platinum is used after this update. It may take some time, depending on how heavily the relevant area of the system is used, but will only be necessary the first time you use the software after this update.

The "Stock Price And Cost Changes" have been given the Windows "look-and-feel".

The previous two options have been combined into a single option.

It is now possible to load, save and schedule price changes; this means you can break off mid session and return to the job later. More importantly, you can even set up price changes in advance, tag them with a date and when that date arrives, the price updates will automatically be applied when the first user of the day starts Platinum.

You can now use a report generator report to automate complex price calculations.

V.A.T. inclusive price targeting has been added to make the most of those pennies in a retail environment.

• As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
• The F11 key should be used for the on-line help.
• The F12 key or the "Functions" menu should be used to access the function keys available.
• Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
• Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
• The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
• Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.

The "Add or Edit Nominal Centres" has been given a couple of new features.

• Centres can be assigned 'Attributes', these can be set up in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings" -> "Module Settings" -> "Nominal Ledger".
• Centre details can now be duplicated by using the [Duplicate] (Shift+F9) button.

• We have Knowledge Base articles to help you set up your nominal centres.

  • What is a Nominal Code?.
  • How do I Create a Nominal Code?.