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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.

Bank Reconciliation Overhaul

The "Bank Reconciliation" has been given the windows look and feel.

You now have the ability to unreconcile transactions giving you the ability to rectify previous mistakes.

  • 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.

Stock Aliases

The stock search will now make more extensive use of stock aliases when identifying the stock code you want to use. If the search term you enter matches one or more stock aliases, in whole or in part, the stock code or codes attached to these aliases will be shown in the search results.

Stock Dashboard

A new option designed to show information in simple graphical form. The focus is to display the ongoing stock sales for the current month and year. In order to provide perspective for the current information, comparison graphs for average and best periods are also displayed.

A range screen is provided for users requiring historic or more specific information such as the sales by depot and by stock group. You can also choose how you would like to view the results; choose from turnover, profit or the number of items sold.

Extra Vehicle Details - Data Feeds

Extra details have been added to the vehicles upload to Catalyst FindIt and third party datafeeds.

  • All details from the "Dimensions" tab in "Vehicle Properties" have been added to the "Details" section of vehicle ads on www.catalyst-findit.com.
  • These details are also available in the datafeed to your own websites. If you want to use the new information then get in touch with your web developers and ask them to check our latest developer documentation.

Add or Edit Labour Codes

The "Add or Edit Labour Codes" and the "Labour Rate Search" options have been given the windows look and feel.

You can now set security parameters to hide the cost of labour from certain users. These parameters can be configured in the "Workshop Management"'s "Security Parameters" and in "User Maintenance".

  • 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.

Stock Control Import

It is now possible to import Shadow Group Information for supplier discounts using the "Stock Control" Data Import.

Variables

HD01
  • Shadow Supplier Code
HD02
  • Supplier Discount Group
HD03
  • Discount Percentage
HD04
  • Stock Group
HD05
  • V.A.T. Rate
HD06
  • Sales Centre
HD07
  • Alternative Suppliers
HD08
  • Analysis Codes
HD09
  • Analysis Descriptions
HD10
  • Attributes

Shadow Group Information

The Shadow Group Codes in "Shadow File Maintenance" can now be up to 20 characters long.

  • 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.

eBay Motors Pro - Cars, Caravans and more

The link between Catalyst FindIt and eBay Motors Pro has now been extended allowing you to advertise motorcycles (and quads/ATVs), cars (and tricycles/quadricycles), caravans and motorhomes.

If you are already linked to eBay Motors Pro for your motorcycles then to also upload your other supported vehicles then you just need to tick the "eBay" box on your "Web Publishing" tab.

Vehicle Models/Stock Applications

To make room for future improvements, including an expanded description, the vehicle manufacturer model file, and stock applications file, are being updated.

  • 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.

Data Import XML Support

XML file support has been added the Data Import module.

Vehicle Purchase Ordering

This feature is only available to users of the software who have both "Vehicle Sales" and "Purchase Order Processing" modules installed.

It is now possible to produce a purchase order for vehicles and to log this purchase order in the "Purchase Order Processing" system automatically. This feature is available from the vehicle purchase tab within vehicle amendments.

Vehicle Sales Quotations for Prospects

Users of the Platinum "Vehicle Sales" module can now raise a vehicle sales quotation for a prospect, before they become an account customer. This can be done either from the "Vehicle Sales Documents" option, or the "Vehicle Interests" tab in "Add or Edit Prospects".

  • The prospect will need to be linked to a sales account in order to progress the deal to a sales order or invoice.
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  • Platinum Online Image Managers +

    It is now possible to select multiple images to upload in all of the "Image Managers" in Platinum Online. This Read More
  • Platinum Online and Platinum Mobile Activity Managers +

    The "Activity Manager" options in both Platinum Online and Platinum Mobile now optionally allow your technicians to see all jobs Read More
  • Logistics Document Production +

    The "Invoice Production" option has been renamed To "Invoice & Credit Production" and has been given the Windows "look-and-feel". It Read More
  • Purchase Order Export Report / Feridax EDI +

    Platinum now has the facility to specify an "Order export report" on the "Supplier Properties" - "Ordering" tab. This report is Read More
  • Vehicle Sales Delivery Addresses +

    The facility for storing and retrieving alternative delivery addresses for customers has been extended from "Stock Control" to the "Vehicle Read More
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