Workshop Diary Summary Screen
- Details
- Published: Monday, 09 January 2017 10:57
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.
When Report Generator on-screen reports are viewed in the new table layout (where the columns are displayed in a simple list) you can now "drill down" and see further information by producing a Global Report based on information associated with the highlighted line. For example if your first report lists stock lines then from the finished report you can "drill down" with another report to find out more details about the stock line highlighted.
A number of enhancements have been made to this area of the system.
The
Report Generator on-screen reports can now be viewed in a table layout where the columns are displayed in a simple list. This is done using the drop-down choice in the bottom-left corner of the report window.
Two features are available when the report is viewed in this layout:
The "Pictures" tab on "Vehicle Properties" has been renamed to "Media".
Complimenting this change is the ability to add videos to vehicles by entering links to videos hosted on "YouTube" and "Facebook".
The links recorded on vehicles are uploaded so the videos can appear on "FindIt" and can be accessed and utilised on your own website.
The "Stock Control" "Stock Reordering" option has been given the windows look and feel as well as lots of new features. It's easier to use, quicker and generally slicker than it's predecessor. You can combine recalculation of maximum and reorder levels with calculating stock required. Seasonality and automated sales trend following come as standard. Selection supplier, creating orders and even progressing them is all now possible from within the ordering option.
The option not only replaces the stock re-ordering but also the "Stock Reordering" option in "Purchase Order Processing".
A new option "Add or Edit Loyalty Cards" has been added to the "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Module Settings" -> "Customer Loyalty".
This new option allows you to search for and view information about a loyalty card such as whom it belongs to and how many points are available on that card. There are also options to retire old cards, change the owner of the card and change the available points balance.
When using a "silent" print record for sending statements (for example) via email or PDF attachments, Platinum can automatically print on paper instead for all customers who do not have an email address recorded.
You can now store additional properties for vehicles which are being offered, or may be offered, in part exchange, in order to more accurately value the vehicle before it comes in, and confirm the vehicle when presented is the one described. These properties may also be printed and reported on.
The "Job History" option, available from the "Job Properties", has been given the windows look and feel.
New features have been added to the "Stored images" that can be stored on stock items, vehicles, jobs etc.