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 Order Invoicing Notes

You can now print selected lines from the Order's general notes on your Sales Order Invoices, using new configuration token '~52'.

Icons in Lists

We have introduced support for icons in enabled lists.

Icons in lists are currently implemented in "Tasks Outstanding", "Personnel Planning Diary", "Order Processing" and the "Stock Search". We will be adding support to other lists going forward.

  • See our Knowledge Base article for more details on how to add and amend icons in lists. There are currently over 600 icons to choose from.

Import Stock Quotations

The facility to read items saved as a quotation in the "Stock Control" module, "Invoicing and Customer Orders" option, into the extras section of a "Vehicle Sales" document has been added.

This will allow your sales people to pull in lists of items set up by your parts department without having to look up all the part numbers involved.

Add or Edit Custom Buttons

It is now possible to add, edit and remove custom buttons that can be shown on the button bars. The "Add or Edit Custon Buttons" option can be found on the "Maintenance Options" within "Reports & Parameters".

Alternatively you can create a custom button from the location within Platinum where you want the button to appear. From the location, press "F12" to pop up the "Functions Available" screen. From there, press the new "Custom" button to pop up the "Custon Buttons Properties" and from there select the function you would like the custom button for.

You are now also prompted to create a custom button whenever you record a new macro.

Last Change Date and Previous Value

Extra information has been added to the stock sales price information. The date of the last change and the previous value are now stored.

Reporting of the this extra information held is possible using the "Stock Control" "Report Generator". Additional parameters have been added to the relevant variables to access the new information.

Stock Variables

S12
  • Retail Price
S62
  • Stock Data ID
  • See our Knowledge Base for the full details of the above report generator variables(s).

Built-in PDF Printing

Platinum now integrates with the Microsoft Print to PDF printer built-in to Windows 10, Windows Server 2016 and above and avoids the need to install a third-party PDF printer driver.

After updating Platinum you will find three new standard print records for use on Windows 10, Windows Server 2016 and above PCs:

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  • 'Print to PDF' - prints the document to a PDF file and shows a "Save As" box to allow you to enter or amend the file name or location to save as.
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  • 'Print to email' - prints the document to a PDF file and shows a "Send Email" box attaching the PDF to an email message and allowing you to enter or amend the email message before sending. Note: you must have the Catalyst "SXMail" module in order to send an email using this method.
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  • 'Print to email (silent)' - as above but sends the email using a standard message without prompting, useful for the Retention Centre for example.

Existing links to PDF995 and other third-party PDF printers continue to work as before, of course, but this adds another option now for those who wish to avoid installing third-party drivers.

For more information please see How do I Setup Printing to PDF in Platinum?

Technicians Dashboard

A new option designed to show information in simple graphical form. The focus is to display the ongoing performance of the technicians in the workshop for the current month and year.

In order to get information from this feature, your workshop must make use of the "Real Time Labour Recording" option.

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. You can choose whether or not you want to include work from jobs raised internally and you can drill down to view the performance of a particular technician.

Dashboard "Gross Profit %"

A new "View:" type, 'Gross Profit %' has been added to the "Stock", "Vehicle" and "Workshop" dashboards.

Dashboard "Vehicle Type"

A new range option, "Vehicle type:" has been added to the "Vehicle" and "Workshop" dashboards. This allows you to filter results so you only see information on the particular vehicle type you are interested in i.e. 'Motorcycles'.

Workshop Dashboard "Date Type"

A new parameter has been added to the Workshop's "General Job Parameters (2)". This parameter allows you to select the date you want to use when calculating the workshop dashboard data.

Stock Applications

The "Stock Applications" option in the "Stock Control" has been renamed to "Add or Edit Applications" and has been given the windows look and feel.

You are now able to add, edit and remove the applications that a stock item can be used for directly from the item's "Stock Properties".

  • 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.

Online Check Sheets

Vehicle Check Sheets have been added to Platinum Online, allowing data collection using your phone or tablet. The results of checks carried out in this way will be logged in your Platinum desktop system, and vehicle advisories created automatically where necessary.

The existing printed check sheet system, accessed from "Workshop Management" job amendments and the advisories programs, which does not feed data back into Platinum, will remain in place for the convenience of existing customers who are using it, however if you want to start using the new system with all its advantages and possibilties for customisation, see our How do I migrate to Interactive Vehicle Check Sheets? article.

  • British Dealer News Awards 2019 +

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    Day 1 of our first year exhibiting at LAMMA has started off very well. Our Sales team have had a Read More
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  • Hire Item Statuses +

    Hire Items can now have a status assigned to them from "Hire Item Properties". Additionally it is possible to mark Read More
  • Print Labels along with Product Assembly +

    You can now print labels to match the quantity of products you are assembling in "Build Specific Products". You can Read More
  • Stock Enquiries +

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  • Vehicle Sales renamed to Unit Sales +

    Vehicle Sales renamed to Unit Sales -- Our "Vehicle Sales" module is now known as "Unit Sales". Functionality stays exactly the Read More
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