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.

Stock Reordering - Phase II

A number of enhancements have been made to this area of the system.

  • Required quantity and pack information added to the order review list.
  • Direct calculation of order quantity from a formula added.
  • A manual method to add additional stock lines after calculated has been added.
  • A report of tagged items has been added to the order review.
  • A significant speed improvement in the calculation routine has been made.
  • The ability to copy stock codes added to calculation and order review screens.

Special Order Location

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The "Special Order Location" popup window, available when receiving items on a "Purchase Order", has been given the windows look and feel.

  • 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.

Report Generator Table Output

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:

  • If the report is listing details of accounts, then the Alt+Y key pressed on a line will bring up the CRM for that customer or supplier.
  • The report can be exported to CSV or Excel by pressing Ctrl+P or the button on the toolbar.

Vehicle Videos

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.

Stock Reordering

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".

  • 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.

Add or Edit Loyalty Cards

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.

Non-stock Part Exchange Vehicles

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.

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

Windows "look-and-feel" - Job History

The "Job History" option, available from the "Job Properties", has been given the windows look and feel.

  • 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.

Images

New features have been added to the "Stored images" that can be stored on stock items, vehicles, jobs etc.

  • It is now possible to choose the order that these pictures appear in.
  • You can now choose whether or not a certain image is "Published"; whether it can be viewed by the outside world (eCommerce, Vehicle export etc).

Nominal Reconciliation

A new option "Nominal Reconciliation" has been added to the "Nominal Ledger".

This "Nominal Reconciliation" can be used to make sure debit and credit amounts posted to a nominal centre can be matched correctly allowing you to identify and correct any conflicts.

See this Knowledge Base article for information on how to set a nominal centre to be reconciled this way.

Credit a Previous Sale

The "Credit a Previous Sale" function has been added to "Invoicing and Customer Orders".

This function was previously exclusive to the "Point of Sale".

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