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.

Prospecting future contact time

It is now possible to specify a time in addition to the date for when a prospect is due for a follow up contact.

The contacts due list is improved by the addition of contact due time and also future contact notes.

Consolidated Order File Designs

To make room for future improvements, new file designs have been introduced to hold both live and historic sales and purchase order information.

  • 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.

Crediting at Previous V.A.T. Rate

The V.A.T. rate in the Republic of Ireland changed to 23% from the 1st January 2012. You may find yourself needing to raise credits for goods sold prior to the rate increase. The existing drop-down menu option, which can be accessed directly using Alt+V, can now be used to change temporarily the rate of V.A.T. to the earlier rate of 21%.

Extra Vehicle Types

Two new vehicle types have been added.

  • Tricycles and Quadricycles - 3 and 4 wheel small cars that can be driven on a motorcycle licence.
  • Caravan accessories - awnings, etc.
  • Tagging your vehicles with the appropriate types places them in the correct area of catalyst-findit.com and helps potential customers find them easier.

Standard SMS and Email Bulk Messaging

It is now possible to save an SMS or Email message as standard.

  • Standard messages can be recalled and sent on demand.

New Report Generator New Function

It is now possible to write report generator reports that retrieve information from a separate report.

Functions

$REPORT
  • Retrieve information from another report.

Duplicate Centres in Ledger Postings

A recent addition prevented you from being able to have duplicate entries for a centre in "Sale and Purchase Ledger Postings". This has now been rectified.

Workshop Job Item Sorting

Currently job items will always be grouped by "Category", and we recently added the option to move items around within their category to control where they appear on printed documents. We have now added the option to move items around completely independent of their category.

  • You may disable category grouping through "Workshop Management" -> "Maintenance Options" -> "Parameters" -> "General Job Parameters (1)". You should note however that this option is not compatible with totalling by category, which will no longer be available.

e-Commerce Overseas Customers

Our integrated Platinum O+ e-commerce web site solution has been enhanced with better support for overseas customers. When a web customer registers on the website they now have the option to specify their country and, optionally for business customers, their V.A.T. registration number.

The website uses these to determine whether UK V.A.T. should be included in prices, and updates the prices shown and invoiced appropriately.

The passing customer browsing the website can also quickly flip prices between VAT-inclusive and VAT-exclusive so they know what they can expect to pay should they wish to register and then buy.

New Credit Card authorisation option

Platinum can now connect with the new "TNSPay Payment Client" software from Transaction Network Services for processing credit card payments.

Features of the new TNS software:

  • Newer, simpler and more reliable.
  • Fully PCI DSS compiant (Payment Card Industry Data Security Standard).
  • Fully Windows 7 compatible.
  • For more information please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page.

eBay Sales Import

Platinum can now automatically download and import all of your eBay sales into your "Sales Order Processing" system, saving you the time of finding or creating customer records and letting you concentrate on the important business of dispatching goods to your valuable customers!

This new link builds on top of the proven Platinum O system that can allow sales from all of your e-commerce websites to be imported into your "Sales Order Processing" system, with a new interface that downloads your sales direct from eBay as they happen.

  • For more information about this new and exciting addition to Platinum, contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page.

Reviewing Web Customers

Platinum can now automatically scan your existing customer database for matches when new web customers are downloaded from your eBay and other e-commerce websites.

This new feature happens automatically as new web orders are downloaded and imported into your "Sales Order Processing" system, and can also be initiated on-demand by using the "Sales Ordering" -> "Review Pending Web Customers" option.

Platinum will automatically create new customer records when no match is found and assign to existing records when there is an exact match. If there is any doubt then Platinum will show you the details and let you decide.

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