The "Sales Order Dispatch" now allows you to specify individual consignment numbers for each package if required.

• See our Knowledge Base article for further details.

A new menu option has been added to "Sales Order Processing", "Sales Order Dispatch", designed to assist you in packaging your orders going out to your customers.

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.

• See our Knowledge Base article for further details.

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.

Export from Platinum

• Using the Shift+F3 (Order export report) in the "Add/Edit/Process Purchase Orders" at the order or order item listing will output items on the current order for uploading to the agroparts website.

Import into Platinum

• Using the Alt+F6 (Add Pre-Built List) option throughout Platinum entry screens (Purchase Orders, Point of Sale, Invoicing & Customer Orders, Workshop and Vehicle Sales) you can use the Online Parts Finder on the agroparts website to create a list of parts to import into platinum.

• For more information see the agroparts section on the Knowledge Base.

In order to add functionality to the prospect vehicle interests we have added the ability to store addition information about potential clients requirements.

• Sales person, vehicle category, investment and vehicle features have are now all available.

Reporting on this additional information has been added in the sales prospecting report generator, which now has addition variables to facilitate this.

Sales Prospecting Variables

E20

• Interest Vehicle Category

E21

• Interest Vehicle Category Description

E22

• Interest Investment

E23

• Interest Vehicle Feature Assigned?

E24

• Interest Sales Person ID/Code

E25

• Interest Sales Person Name

• See our Knowledge Base for the full details of the above report generator variables(s).

When you select attached files on "Media" tabs throughout Platinum, it will now show a preview on screen of the file, if supported for that file type.

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 :

• PDF files can be previewed only if you also have Adobe Reader DC installed on your PC.

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 "Unit Sales" vehicles and "Stock Control" stock items.

• At the heart of the booking & hire module is a comprehensive solution for managing customer bookings including:

  • Viewing all current and upcoming bookings.
  • Enquiring about the hire items that are available to be hired.
  • Taking deposits.
  • Printing booking agreement documents.
  • Producing invoices.
  • Taking payments.

• For more information see Booking and Hire and our Getting Started articles on the Knowledge Base.

Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page to find out how you can add this brand new module to your Platinum system.

You can now compose an email from the "Media" tab attaching a stored file.

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.

• 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.

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.

• The Attention Grabber is populated from the first 30 characters of the sales heading field in vehicle properties, which can be found by going to the Sale tab -> Sales description -> Heading.

• See How do I Upload My Vehicles to Auto Trader? for more details.