Report Generator

Two new variables have been added to the "Order Processing" Report Generator, allowing you to access when and by whom an order or item were created, modified or last viewed.

Variables

O12

• Order Data ID

I30

• Order Item Data ID

• See the Report Generator manual for the full details of the above variables(s).

Data Import

A new variable has been added to the "Order Processing" Data Import, allowing you to set the priority for a Sales Order Item.

Variables

OR53

• Order Item Priority

• See the Data Import manual for the full details of the above variables(s).

The vehicle search now has the facility to find vehicles by manufacturer or model description much more quickly.

• Vehicles added after this update will take advantage of this new feature automatically, however for existing vehicles you will need to rebuild your "Vehicle Sales Cross Reference". The option to do this is found in "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Rebuild Cross Reference Files".

It is now possible to set up Retail Promotions for use in the "Point of Sale" and "Invoicing and Customer Orders" options.

Retail Promotions are a special kind of discount that are available for a limited time period and act on multiple items bought by the customer (Buy one - Get one free, Mealdeals, Buy three get cheapest one at set price etc).

• See How do I set up Retail Promotions? for more details.

You may now opt to have sales and purchase order items sorted in the order they were entered, and where desired tweak that order after entry. This will apply in "Add/Amend/Process Orders" and to the order items are printed in on documents produced from there.

• The option is enabled from "Sales Order Processing" -> "Maintenance Options" -> "General Order Parameters" -> "Sort by Entry Order".

Club Catalyst is Platinum-to-Platinum EDI (Electronic Data Interchange), a new product enabling anyone who uses Platinum and places or takes orders from anyone else using Platinum to deal with their orders electronically.

The receiving of Orders is dependant on having our eCommerce solution installed, the placing of orders requires our "Sales Order Processing". Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page for more information.

For further information, please see our Knowledge Base articles:

• Placing Purchase Orders Electronically
• How do I find my Club Catalyst ID, or CCI?

Up to now, whether or not a vehicle gets uploaded to Catalyst FindIt and other web sites and services depended on the "In stock" property of the vehicle's status. However as there are circumstances where you might want a non "In stock" status to get uploaded, or vice versa, we have now added an "Upload details" setting. This will default to the current "In stock" setting for the status, but in future may be set separately to dictate solely whether or not vehicles of this status are uploaded.

As with the Status's "In stock" setting, you may test the "Upload" setting for a vehicle in the report generator with a new parameter to the 'V10' variable.

Variables

V10

• Vehicle Status

• See the Report Generator manual for the full details of the above variables(s).