Electronic Program Updates

As a user of our software you are probably entitled to update it to the latest version at any time, the only proviso being that the software is covered by current software maintenance. To have current maintenance, the software should be within it’s original cover period from sale (usually a year), under maintenance contract or under a rental agreement.

  • We are continually refining and developing our software. Updates can be done on as much as a daily basis. We don't 'hold back' software for specific release dates - our software is released as and when it has been written and tested.

Click here for instructions on how to install your program update.

  • Keep up to date with the latest software changes with our news.

Order Processing Import

Extra parameters have been added to the general notes import variable. You may now choose to overwrite, append or select a specific line to import the note to.

Variables

OR12
  • Order General Notes
  • See our Knowledge Base for the full details of the above data import variables(s).

Platinum Online Report and Chart Ranges

Report Generator reports and charts with data ranges are now available in Platinum Online. This gives you enhanced access to Platinum's powerful reporting features wherever you have access to the internet. It also allows you to create your own "dashboards" with charts that take a range of input data.

Windows "look-and-feel" - Invoicing and Customer Orders

The "Invoicing and Customer Orders" option in the "Stock Control" has been given the windows look and feel.

Changes have been made around the use of "Default Invoice Accounts". You can now sell through the default invoice account from more than one terminal at the same time. However, you are no longer able to save items against these accounts.

  • 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.

Vehicle Search for Outstanding Advisories

You can now search for vehicles with outstanding advisory work, in order to aid allocating those vehicles to workshop jobs to tackle any problems which have been identified.

eBay Motors Pro "Best Offer" feature

It is now possible to upload your vehicles to eBay Motors Pro with the "Best Offer" feature enabled. The "Best Offer" feature allows you to accept offers from buyers on fixed price items you sell on eBay, giving them a chance to negotiate with you.

Platinum Online Random Stock Check

As well as searching for individual items to stock check, you can now gather a list of 10 random stock items to stock check by clicking on the [Lucky Dip] button in the "Stock Check" option.

Stock items are now sorted by location so that stock checks require the least possible leg work and can be completed quickly and efficiently.

Stock and Stock Group 'Alert text'

You can now configure the system to show informative text when a particular stock code, and/or stock belonging to a particular stock group, are sold. This will be of use for warning of age or otherwise restricted products, pre-requisites for a product to function correctly, or any other information you can think of that staff might need to be reminded of.

This information can be entered on a new "Alert text" tab in "Stock Properties" and "Stock Group Properties"; and reported on using parameters to "Stock Control" "Report Generator" variable 'S48'.

Workshop Diary

In addition to being able to allocate Labour codes to "Workshop Management" time allocation records, you can now filter the "Workshop Management" diary by Labour code as well as by the existing Skill filter.

Vehicle Sales Order Date

The date a "Vehicle Sales" order is originally raised is now recorded and carried through to invoice time, then stamped on the vehicle, so you can trace the start of the sale process if required.

The date is available in the "Report Generator" by adding a parameter to the following "Vehicle Sales" variables.

V40
  • Vehicle sale date
Q04
  • Vehicle sales order print date

Vehicle Sales Date / Salesperson

The sale date and salesperson for a vehicle if required to be printed on a "Workshop Management" jobcard or invoice were only available once the vehicle had been invoiced through the "Vehicle Sales". Where a sales order for the vehicle exists, information from there will be used if the invoice has not yet been raised.

Saving and Restoring Sessions in Point of Sale

Extra flexibility has been added by the inclusion of functions to both save and load sessions in point of sale. This allows a partially formed sale to be put to one side, other sales made and then the original sale completed.

Automated Creation of Workshop Jobs

For users who have both "Vehicle Sales" and "Workshop Management" installed it is possible to automatically create workshop jobs when a vehicle is sold.

This feature is now disabled for the sale of caravan accessories.

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