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.

Sales/Purchase Order Item Sorting

You may now opt to have sales and purchase order items sorted in the order they were entered, and where desired tweak that order after entry. This will apply in "Add/Amend/Process Orders" and to the order items are printed in on documents produced from there.

  • The option is enabled from "Sales Order Processing" -> "Maintenance Options" -> "General Order Parameters" -> "Sort by Entry Order".

Invoice Item Availability/Backordering

Items listed in the backorder/availability screen will now show in warning colour (usually red) if they all need to be ordered, caution colour (usually yellow) if some need to be ordered and some may be sold, and okay colour (usually green) if all are currently available for sale.

Similarly, in the sales order retrieval screen, orders, and items, which are in stock and available for transfer will be shown in okay colour. Orders and items which are only partially available will be shown in caution colour, and orders and items which are still on order and have yet to be retrieved into stock are shown in warning colour.

Finally, two new functions, with accompanying buttons, have been added for cases where you want to place all listed items on backorder (Shift+F7), or want to invoice all listed items regardless of the suggested backorder quantities (Ctrl+F7).

"Club Catalyst" Platinum EDI

Club Catalyst is Platinum-to-Platinum EDI (Electronic Data Interchange), a new product enabling anyone who uses Platinum and places or takes orders from anyone else using Platinum to deal with their orders electronically.

The receiving of Orders is dependant on having our eCommerce solution installed, the placing of orders requires our "Sales Order Processing". Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page for more information.

For further information, please see our Knowledge Base articles:

Vehicle Sales/Workshop Backorders

The system could appear to freeze after manually deleting the last remaining item on a "Vehicle Sales" or "Vehicle Workshop" linked sales order from the order items list. This has been corrected.

Vehicle Uploads

Up to now, whether or not a vehicle gets uploaded to Catalyst FindIt and other web sites and services depended on the "In stock" property of the vehicle's status. However as there are circumstances where you might want a non "In stock" status to get uploaded, or vice versa, we have now added an "Upload details" setting. This will default to the current "In stock" setting for the status, but in future may be set separately to dictate solely whether or not vehicles of this status are uploaded.

As with the Status's "In stock" setting, you may test the "Upload" setting for a vehicle in the report generator with a new parameter to the 'V10' variable.

Variables

V10
  • Vehicle Status

Logistics Master Jobs Status

The ability to set the master job status from a leg has been restored.

Logistics Web Link - Extra Legs

It is now possible to import and export extra legs and trailers using the Logistics Web Link.

Suzuki Global EPC

Platinum can now integrate with the new internet-based Suzuki Global EPC system from Snap-on Business Solutions (SBS). It is possible to view Platinum information about parts in the new EPC, such as price and quantity in stock, and to download parts lists from the Suzuki EPC back into the "Stock Control", "Workshop Management" and "Order Processing" systems.

  • This link requires the "Browser Daemon" module to be installed. Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page for more information if you do not already have this, and contact your Platinum dealer or contact our support team on (0116) 230 1500 or by using our website support contact page for help in setting up the link between Platinum and the EPC.

Mandatory Contact Information

When creating new customers or prospects the user is now prompted to fill in mobile and e-mail address details should they fail to do so initially. This feature is intended to aid collection of contact information in order to enrich this valuable resource of marketing material.

  • If you do not want to use this feature it can be disabled by a parameter, this is located in the "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Systems Parameters".

Customer Retention Centre

Three refinements have been added to the customer retention centre.

  • Workshop "Thank You" letters are now blocked by vehicle rather than job. This means that if a vehicle has many jobs completed within a close date range then multiple letters of thanks are not produced.
  • Service and MOT reminders now produce a combination reminder if either service or MOT is due within the current period but the other is due within twice the period. The effect is to produce fewer reminders as there is a greater chance of a combination reminder instead of a reminder each for MOT and service.
  • It is now possible to hold a retention action. A hold is temporary and will cause the action to be omitted on the current occasion only.

Reporting to E-mail And SMS

Some newer standard reports depend on the existence of specific print parameter records for text messages (sms) and e-mail. These print parameter records are now automatically created as required removing the need for manual user configuration.

Sales Order Invoicing

The "Order Invoicing" option has been given the Windows look-and-feel facelift.

  • 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.

The option to invoice all eligible accounts has been extended to automatically allocate corresponding deposits, to alleviate the need for unnecessary user intervention during the invoice run. Where a cash sales account has not paid for the full value of the goods however you will still be prompted for payment details.

In addition, a second "invoice all" mode has been added which will skip any accounts or invoices requiring user intervention, allowing you to process the bulk of your invoice run unattended.

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