Logistics Web Link - Extra Legs
- Details
- Published: Friday, 16 November 2012 14:27
It is now possible to import and export extra legs and trailers using the Logistics Web Link.
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.
Suzuki Global EPC
- Details
- Published: Wednesday, 24 October 2012 10:25
Platinum can now integrate with the new internet-based Suzuki Global EPC system from Snap-on Business Solutions (SBS). It is possible to view Platinum information about parts in the new EPC, such as price and quantity in stock, and to download parts lists from the Suzuki EPC back into the "Stock Control", "Workshop Management" and "Order Processing" systems.
- This link requires the "Browser Daemon" module to be installed. Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page for more information if you do not already have this, and contact your Platinum dealer or contact our support team on (0116) 230 1500 or by using our website support contact page for help in setting up the link between Platinum and the EPC.
Mandatory Contact Information
- Details
- Published: Monday, 22 October 2012 16:48
When creating new customers or prospects the user is now prompted to fill in mobile and e-mail address details should they fail to do so initially. This feature is intended to aid collection of contact information in order to enrich this valuable resource of marketing material.
- If you do not want to use this feature it can be disabled by a parameter, this is located in the "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Systems Parameters".
Customer Retention Centre
- Details
- Published: Monday, 22 October 2012 15:55
Three refinements have been added to the customer retention centre.
- Workshop "Thank You" letters are now blocked by vehicle rather than job. This means that if a vehicle has many jobs completed within a close date range then multiple letters of thanks are not produced.
- Service and MOT reminders now produce a combination reminder if either service or MOT is due within the current period but the other is due within twice the period. The effect is to produce fewer reminders as there is a greater chance of a combination reminder instead of a reminder each for MOT and service.
- It is now possible to hold a retention action. A hold is temporary and will cause the action to be omitted on the current occasion only.
Reporting to E-mail And SMS
- Details
- Published: Monday, 22 October 2012 15:18
Some newer standard reports depend on the existence of specific print parameter records for text messages (sms) and e-mail. These print parameter records are now automatically created as required removing the need for manual user configuration.
Sales Order Invoicing
- Details
- Published: Monday, 22 October 2012 12:42
The "Order Invoicing" option has been given the Windows look-and-feel facelift.
- 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 option to invoice all eligible accounts has been extended to automatically allocate corresponding deposits, to alleviate the need for unnecessary user intervention during the invoice run. Where a cash sales account has not paid for the full value of the goods however you will still be prompted for payment details.
In addition, a second "invoice all" mode has been added which will skip any accounts or invoices requiring user intervention, allowing you to process the bulk of your invoice run unattended.
Reporting on Mobile Phone Numbers
- Details
- Published: Wednesday, 17 October 2012 14:06
It is now possible to extract a mobile phone number from a string for the purpose of reporting.
Functions
- $MOBILE
- Extract a mobile number from a string.
- See the Report Generator manual for the full details of the above function(s).
Standard Stock List Import
- Details
- Published: Wednesday, 17 October 2012 12:05
There is now a Platinum standard format for importing stock lists. This allows third parties to create lists of stock that can be imported into Platinum.
- See Stock List Import for more details.
Web Daemon and Browser Daemon integration
- Details
- Published: Monday, 08 October 2012 13:00
Our "Web Daemon" Windows service, used by our "Platinum O+" hosted e-commerce webshop system and some third party e-commerce systems, has been enhanced with much closer integration with the "Browser Daemon" Platinum module on which it relies.
- The Web Daemon now starts the Browser Daemon silently in the background as and when it is needed so that you do not need a scheduled or log-on task to start it.
- The Web Daemon and Browser Daemon now work as soon as your PC has started up and no longer requires you to log in to the desktop first.
- The Web Daemon and Browser Daemon have been enhanced to work better when multiple customers are using your website at the same time.
- The Web Daemon and Browser Daemon can now be instructed to temporarily shut down in order to allow backups to proceed without error (SXBackup update coming soon).
- Note: The Web Daemon service will need to be downloaded and installed from the Web Daemon page on our Knowledge Base to complete this update.
Vehicle Search Results
- Details
- Published: Thursday, 20 September 2012 17:09
The results from a vehicle search are now sorted to show in stock vehicles at the top making it easier to find the vehicles you are most interested in.
Extra Online Trade Store Account Levels
- Details
- Published: Wednesday, 19 September 2012 16:16
Our "Platinum O+" hosted e-commerce trade webshop system has been extended to allow you to create your own extra web account levels. These allow you to more finely categorise your customer accounts into groups which can then have various web features enabled or disabled.
Also, previously "global" webshop settings can now be configured for different account level groups individually. These are:
- Stock Availability: Control what stock availability levels are shown for each web account level.
Finally, a new setting has been added, also configurable for each web account level:
- Default Order Notes: Lets you define what gets initially shown in the "Order Notes" box when a customer places an order on your online store.
For more information, please see our Knowledge Base articles:
Workshop Job Mileage
- Details
- Published: Thursday, 13 September 2012 16:24
It had been reported that using "Add/Edit Vehicle" from the "Vehicle" field would reset the "Mileage" on the Job to Zero even if the "Vehicle" did not change. This has been corrected to only reset the "Mileage" if the "Vehicle" code changes.