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.
Click here for instructions on how to install your program update.
It is now possible to print the build year for part exchange vehicles on vehicle sales orders, quotations and invoices. This is achieved by adding a parameter to the existing token for sale vehicle build year.
Loading a Stock Quotation into "Invoicing and Customer Orders" could fail with a "non numeric data" error.
You can now filter the orders shown in "Add/Edit/Process Orders" using an "internal" style report. This will allow you to list orders based on any aspect of the order available to the "Order Processing" "Report Generator".
It is now possible to filter your orders by area (Postcodes etc), account groups, order attributes, account attributes etc.
Parameters have been added to allow you to automatically set a vehicle's warranty expiry date and warranty supplier when it is sold. You can set these on a system wide basis, by manufacturer, or by model; and according to whether the vehicle is new or used.
When the invoice is accepted, the system will first check the vehicle's model, then the manufacturer, and finally system parameters, using the first one it finds.
Loading a standard job in the workshop will now perform checking for supersessions as it goes; and in addition, checking stock availability will first check for supersessions in stock, to avoid placing unecessary backorders, or where an order does need to be placed it is made for the latest stock.
The two lines of brief notes attached to each job item may now be printed on the Jobcard, using ~109.
You now have access to the order items' prices in the "Goods Received" option, allowing you to update the cost of an item when it arrives and the price differs from what was entered on the order. This is only available provided the logged in user's security allows access to cost prices.
Also shown, where security allows, is the item's standard sales price and your gross profit percentage, allowing you to modify the item's sales price through "Stock Properties" immediately if an item comes in at a higher price than expected and your profit will be adversely affected.
Two new variables have been added to the "Vehicle Sales" "Report Generator" to allow you to report on the number of vehicles associated with a sale.
Sales documents in the "Vehicle Sales" can now have general notes attached to store additional information. These general notes are accessible from the "Report Generator" using a new variable, 'Q64'.
Platinum currently generates a new sales order number each time you revise a "Vehicle Sales" order, the idea being you always know what version of an order you're dealing with from the order number.
From user feedback however it is apparent that keeping the same sales order number from the initial version through to that ready to invoice is more suitable for the way some businesses operate.
To allow this then, a new system parameter has been added to "Vehicle Sales" -> "Maintenance Options" -> "Parameters" -> "Invoicing - General". The parameter is named "Retain Sales Order Number" and if set to 'Y', a new sales order number will only be fetched off the system stack when a new sales order is raised.
The Platinum Online "Stock Enquiry" option now displays a chart showing sales and profit statistics for individual stock items.
The 'Item Details' page has also had a redesign:
A new variable has been added to the "Order Processing" Data Import, allowing you to import general notes for an order item.
