- Published: Wednesday, 19 September 2018 10:29
- See our Knowledge Base article for further details.
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.
A new menu option has been added to
You can pick out items on a variety of criteria, divide them into packages, nominate carriage if not already set up on the order, complete any outstanding standard order processes and even raise the invoice for inclusion with the outgoing items.
We have added stock list import and export support to Platinum for use with the 'agroparts' website.
This website is used by many Agricultural manufactures and parts suppliers including Krone, Kubota, Kverneland, Lemken, Pöttinger.
In order to add functionality to the prospect vehicle interests we have added the ability to store addition information about potential clients requirements.
Reporting on this additional information has been added in the sales prospecting report generator, which now has addition variables to facilitate this.
When you select attached files on
Images, videos, PDFs, documents and spreadsheets can all usually be previewed, although for some files it depends on you having associated software installed on your PC. For example :
For more information see Viewing Previews on the Knowledge Base.
A new booking & hire module has been added to our suite of Platinum modules.
This module allows you to manage and hire out the assets of your business; including
At the heart of the booking & hire module is a comprehensive solution for managing customer bookings including:
You can now compose an email from the
This requires the "SXMail" module to send the email. Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page if you do not have the "SXMail" module and would like to add it.
For more information see Adding Files on the Knowledge Base.
This program has had a thorough beneath the surface re-work so that under most circumstances it will be substantially faster than previous versions.
Extra vehicle associated actions have been added to the list of standard retentions available. The extra actions cover follow up of vehicle quotation, order and interest. We have also added an action to remind customers of vehicle handovers.
In order to accommodate the extra actions it has been necessary to update information held about previous retention actions undertaken.
The upload to AutoTrader now includes an Attention Grabber for each of your vehicles. This is a 30 character subtitle that should highlight the unique selling point of the vehicle to really grab the buyer's attention. A good attention grabber will increase the number of views of a vehicle on Autotrader.
You can now optionally display the remarks text block on logistics jobs in both Platinum Online & Platinum Mobile.
You can now filter your list of items to pick in Platinum Online by specifying the picking list they were printed on.
In addition, when completing an order you can specify a "Pick Bin" to store the item(s) in to aid the dispatch department in identifying where to locate the items to go out on each order. These are stored against the items for future reporting purposes. This option will only appear if you have "Pick Bins" set up in desktop Platinum.