VGM Release July 2018

August 8, 2018 13:50

This release includes a number of quality-of-life improvements to VGM. New features include the ability to select alternative templates when printing documents, and view the full history of a vehicle (rather than just its booking history).

Bug fixes

VGM

  • Bug: Browsers auto-fill email in add customer screen.
    Fix: Browser will now only populate email if user has specified this to be saved in the browser.
  • Bug: Customer Search doesn’t return results if customer has no vehicles.
    Fix: Customer search query now supports customers without vehicles.
  • Bug: VAT codes window displaying auto-generated columns.
    Fix: VAT codes window now displays correct columns.
  • Bug: Communication consent doesn’t pass customer name into the Add consent window.
    Fix: Add consent window now populates title with customer name correctly.
  • Bug: First name of customer not displaying on planner items.
    Fix: Modified query for planner items to correctly display the customer’s full name.
  • Bug: When deleting a slot type, not all references are removed in the database.
    Fix: Deleting a slot type now removes references to the slot type from all tables which reference the slot type.
  • Bug: Changing Vehicle Owner gets overwritten if the vehicles window is immediately saved.
    Fix: Vehicle owner is now unaffected when saving vehicle after assigning a new owner.
  • Bug: Purchase orders grid does not display empty purchase orders.
    Fix: Purchase orders grid now displays purchase orders with no items.

Enhancements

Barcode Search for Parts

The parts screen now supports searching via a part’s barcode. This means that parts can be found in VGM by scanning their associated barcode, rather than searching by stock code or description.

"Send Automatically" setting on new Slot Types now set to branch default

New message templates created for slot types now have automated messages turned on by default, if your branch has Automated Messaging turned on (visible by the tick or cross at the bottom of the VGM window).

Vehicle Bookings replaced with Vehicle History

We have replaced the "Vehicle Bookings" window (displaying all bookings for a specific vehicle) with a new "Vehicle History" window, which displays all Bookings, Jobsheets, Sales Invoices, Quotations and Sales Credits against that vehicle.

Customers can now be removed as a vehicle owner without setting a new owner

You can now remove the current owner of a vehicle without setting another customer as the new owner.

Default nominal codes for slot types

You can now specify a default nominal code for Slot Types, which will be populated automatically when a new slot type is created.

Future Printer Reminders can now be processed

VGM previously only allowed the processing of current or historic Printer Reminders from the reminders screen. You can now process future Printer Reminders, processed Printer reminders will now display in the outbound message queue.

Adding notes to a customer record

You can now add notes to customers from the "Add / Edit Customer" window.

Email Customer Statements to customers

You can now email customer statements to customers through the Reports screen.

Select alternative document templates when printing

In Jobsheets, Quotations, Sales Invoices and Sales Credits, you can now print with alternative document templates (templates other than the one currently selected in the financial settings).

Save Technician filters in Jobsheets Grid

VGM will now save your selected technician filters in the Jobsheets grid.

VGM Release June 2018

June 19, 2018 17:04

This release of VGM includes major time-saving features requested by our users, and minor adjustments to our new GDPR functionality. New features like Job Templates will help you to more quickly build up quotes, jobsheets and sales invoices, while the new “Find Duplicates” and “Merge” functionality will make it easier than ever to maintain the quality of your customer database.

Bug fixes

VGM

  • Bug: Converting a Booking to a Jobsheet doesn’t check that the Customer and Vehicle have been correctly completed.
    Fix: Converting a booking to a jobsheet will now validate both the customer and the vehicle.
  • Bug: Purchase credits cannot be unlocked after posting (while all other documents can).
    Fix: Purchase credits can now be unlocked by admin users.
  • Bug: In the edit user screen, when checking or unchecking the administrator box unsaved values could be lost.
    Fix: The issue was caused by showing and hiding the user privileges tab, this is now enabled and disabled instead.
  • Bug: Each time a VRM lookup is executed the vehicle fuel type dropdown duplicates its contents.
    Fix: The fuel types need to be reloaded each time a VRM lookup is executed, so the data source is now being cleared each time to avoid duplicate contents.
  • Bug: In the Outbound Messages screen, the message preview is being overlapped by search controls.
    Fix: Adjusted the control priority on the page allowing the message preview to appear on top of the search controls.
  • Bug: The customer consent management screen could run slowly on large customer databases.
    Fix: Optimised database queries for large data sets.
  • Bug: Jobsheets grid sometimes fails to refresh when creating a sales invoice or changing the jobsheet status.
    Fix: There was an error being thrown when there were no rows left in the list, there is now a check to resolve this.
  • Bug: Jobsheets don’t enforce validation on customer and vehicle details when going to convert to a sales invoice.
    Fix: Validation is now enforced, meaning these details must be entered to create a jobsheet.
  • Bug:Inserting a booking in the diary creates a slot for one minute later than the time selected.
    Fix: This was the result of a time conversion issue between the client and server. This has now been rectified.

Enhancements

Move bookings without a destination slot

This new feature allows you to move any existing booking to any new time, regardless of whether you have an existing slot to move the booking into or not. This means that users who primarily work by inserting bookings (rather than using a default slot profile) can now move bookings without having to insert a new slot first.

Remember Search Type

VGM will now remember the Search Types (e.g. Starts With, Contains etc…) that you use for each Search bar within the system. VGM will pre-select your last used search type for that search box, allowing you to more quickly search your data in whichever way you prefer.

Find Duplicates

One of our biggest new features is the new “Find Duplicates” option within Customers. This screen allows you to select duplicate criteria (e.g. Full Name, Email Address or Phone Number etc...) and find duplicates of that criteria in your customer database. These can then be merged using our new Merge functionality.

New Customer Merge

Alongside our new “Find Duplicates” functionality, we have also overhauled the merge functionality for customers. Now when merging customers through the “Find Duplicates” menu, you can pick and choose which data you wish to retain in the merged customer. This will allow you to more easily consolidate duplicate customer records who may have different data that you wish to retain.

Job Templates

One of our most commonly requested features, Job Templates allow users to store pre-made templates of common Quotation, Jobsheet or Sales Invoice items and easily add them to sales documents.

Global setting to switch on message unsubscribe links

There is now a global setting to switch on message unsubscribe links. This means that every message that is sent out will have a shortcode appended to the end, allowing customers to manage their communication preferences. Beforehand the only way to do this would have been to enforce reminder or marketing consent.

Legitimate Interest message type

VGM now has an additional message type that you can assign to your message templates. This message type will allow you to send messages that do not require customer consent, such as same day reminders. You can still switch these off using the automated message status against the customer record, which will default to "Yes" for new customers (meaning they will receive all messages, as long as you have the correct consent if required).

Restructure of Financial Reporting screen

The financial reporting screen has now been refactored into report types for sales, purchases and stock, making it easier to read.

VGM Release May 2018

May 14, 2018 13:22

This release includes new tools to help our customers become GDPR compliant, as well as amendments to the messaging system (e.g. Unsubscribe links) in preparation for the legislation deadline on the 25th.

Bug fixes

VGM

  • Bug: Xero sometimes prevents users from connecting via VGM (multiple auth tokens issued to single user).
    Fix: This issue was caused by VGM trying to log in to Xero with old credentials from previous sessions. These old credentials are now removed correctly when connecting to Xero from VGM, preventing the issue.
  • Bug: The Customer name in the Reminders grid does not include the customer’s company
    Fix: We have added the customer company to the Customer Name field in the Reminders grid.

Enhancements

Communication Consent Management

We have added a new Communication Consent Management tool to VGM. This tool provides you with a vast range of filtering options, allows you to review and add consent for customers, and includes an export-to-spreadsheet feature. This new functionality will help you remain GDPR compliant when exporting your VGM customers to marketing platforms like Mailchimp, and give you a clear view of the consent status of your customer base at a glance.

Send SMS over multiple messages

For the first time ever, VGM users can now send SMS messages longer than 160 characters! This feature is disabled by default to prevent a sudden increase in credit costs for our customers, however you can turn it on by navigating to “Config” > “Settings” > “Messaging” and changing the “SMS Credit Limit” value.

Changing this value to a number greater than 0 will limit outbound SMS messages to that quantity of credits, so you can control your maximum cost per communication. Changing this value to 0 will remove all limits, meaning that every message will be sent in full.

Unsubscribe Links in SMS & Email

SMS Messages and Emails that require consent (Reminder or Marketing) will now automatically have an unsubscribe link added to them. This will take customers to our new Customer Portal, which will allow them to manage their own consent preferences whenever they like.

Live SMS Message Template Analysis

VGM will now analyse character length in SMS message templates, giving you a real time picture of how your messages will send. You can use this feature by clicking the ‘preview’ button, which will give you a breakdown by average and maximum character length and the amount of credits required to send the message.

When you are finished with editing a message template, VGM will also give you a summary of the message before you commit to saving it.

View unsubscribes in message preview

VGM will now show you unsubscribe links as part of the message preview, giving you a more accurate picture of the messages that will be sending out.

VGM Release April 2018

March 28, 2018 16:25

This release is the the first of several updates focusing on compliance with the new EU GDPR Legislation, coming into effect in May this year. Features include new communication consent procedures for all booking systems, alongside new tools within VGM to manage customer consent.

Bug fixes

Umbraco Websites

  • Bug: VRM Lookup sometimes hangs if a matching service price cannot be found.
    Fix: VRM Lookup now informs the user that a price cannot be found, and returns them to the “select slot type” step.
  • Bug: Tyre Lookup widget shows a “Change Vehicle” button if no VRM Credits are available.
    Fix: The “change” button is now hidden when VRM credits are missing.
  • Bug: Time estimates displaying incorrectly, if some durations aren’t configured.
    Fix: Time estimates will now be hidden unless durations are defined for all slots in the basket.

VGM & Umbraco Websites

  • Bug: VRM Lookup sometimes returns a null tyre, causing the tyre select screen to hang.
    Fix: VRM Lookups have been amended to exclude null tyres returned from the data provider.
  • Bug: Some Mercedez VRM lookups not matching a service.
    Fix: The VRM lookup did not format the vehicle make correctly in some cases which caused it not to match a service make, this has now been fixed.

VGM

  • Bug: Using an existing slot in the planner doesn’t always put a booking on the selected date.
    Fix: The issue with loading the booking date has been corrected.
  • Bug: Fuel type not populated after VRM lookup when inserting a new booking.
    Fix: Fuel types were not being loaded through this entry point which was causing the issue, this has now been fixed.
  • Bug: When closing a Jobsheet the main grid clears any sorting.
    Fix: The grid has been enhanced to persist any sorting when closing a Jobsheet.
  • Bug: Adding parts to a work item does not filter by group.
    Fix: Implemented the ability to filter by part group in this screen.

Enhancements

Record specific communication consent on all Online Bookings

We have updated all booking systems to obtain specific, granular consent for customer communication on every online booking. This currently includes specific consent for reminders sent by SMS and Email, however will soon be expanded to include consent for Marketing by SMS and Email as well.

As part of these changes booking systems will now feature a new Privacy Policy, informing customers how their data will be stored and used.

Embedded
Mobile
Umbraco

Allow customers to manage their communication consent through all booking systems

We have also updated all booking systems to include a new Communication Consent Management section allowing customers to manage their communication preferences at any time - whether or not they are making a booking. Changes made here will affect their overall consent settings, determining whether they receive SMS and Email reminder messages.

As with the previous enhancement, this will be updated to include Marketing consent in the next release.

Embedded
Mobile
Umbraco

Configure booking system Communication Consent

To complement the new Communication Consent features in the booking system, we’ve also added a new configuration section to VGM. The Messaging Settings (Config > Settings > Messaging) now contain configuration options for the booking system communication consent sections, allowing you to configure:

  • Consent duration in months (default is 24 months).
  • Checkbox labels for the Email and SMS checkboxes.
  • Whether the checkboxes are ticked by default (defaults to un-ticked).
  • The “Preamble” messages, which appears above the checkboxes in the booking system.
  • Your Privacy policy.

View consent status of messages in Reminders and Outbound Message Queue

You can now view the consent status applicable to any message in the Outbound Message Queue and Reminders pages, within VGM. These will display as red if the message cannot be sent due to invalid consent, or black if valid consent is available. If the message has already been sent, the colour code will reflect whether it can be re-sent at that point in time.

Customer consent prompt at Point of Sale

VGM now alerts you to any missing customer communication consent at all points of sale, which can then be quickly captured and saved against their customer record.

Sales Invoice
Booking

Add Customer Consent from multiple entry points

VGM allows you to view queued messages and capture consent from Bookings, Jobsheets, Sales Invoices, The Outbound Message Queue and Reminders.

View a customer’s full communications consent history

You can now view a full audit log of customer communications consent in the edit customer screen, this screen also allows you to edit or revoke communications consent items.

Notes added to Booking Confirmations for all booking systems

Default booking confirmations for all booking systems will now contain the booking notes, alongside the all previously included booking data.

Order “Allocate Sales Receipt” window by Date Descending, and hide zero value sales receipts by default

The “Allocate Sales Receipt” window will now order by Date Descending (rather than Ascending), and the checkbox “Hide sales receipts with zero balance” will be ticked by default.

VGM Release March 2018

March 9, 2018 17:07

This release includes general bugfixes throughout VGM, with the majority being minor fixes for the new Temporary Parts functionality. Major new features include Scheduled Messages for Sales Invoices and a new integration with accounting package Xero.

Bug fixes

  • Bug: Booking Details customer search shows previous vehicle owners.
    Fix: Altered the search query to filter out any previous owners.
  • Bug: Temporary Parts grid not refreshing when temporary parts are deleted.
    Fix: Added a global event that reloads the Temporary Parts grid when a temporary part is deleted or saved elsewhere in VGM.
  • Bug: On Booking Details & Add Edit Customer, users can enter a phone number into an email field.
    Fix: Added validation for Customer Email in Booking Details and Add Edit Customer.
  • Bug: Users can add bookings with online payments to existing Jobsheets and/or Sales Invoices.
    Fix: Added additional filters to the booking search query to exclude those with online payments.
  • Bug: Users can create multiple Purchase Credits for a single Temporary Part.
    Fix: Reload Temporary Parts Grid when creating Purchase Credits to trigger validation.
  • Bug: Temporary Parts Description dropdown not populating with previous part descriptions.
    Fix: Removed a filter in the search query that restricted results to Tyres only.
  • Bug: In the Planner settings, users could set day end times that were earlier than day start times, causing an error.
    Fix: Added additional validation when saving Planner Settings to prevent end times which are earlier than the start time.
  • Bug: SMS Templates contain invalid HTML-encoded characters.
    Fix: This was caused by Merge tags being added with HTML-encoded characters rather than a regular character set. Additional checks have been added to convert HTML-encoded characters into their normal equivalents.
  • Bug: VAT Code grids don't refresh when editing VAT Rates.
    Fix: Added a global event to update the VAT Code grids when saving a VAT Rate.
  • Bug: Service pricing in Booking Details doesn't update on VRM Lookup.
    Fix: Successful VRM lookups will now trigger a re-calculation of the booking cost, if a Service slot type is selected.

Enhancements

Parts - Filter by Product Group

You can now filter (search) Parts by the product group they belong to.

Search for Purchase Orders by Supplier

You can now search for Purchase Orders by their Supplier name.

Automated Messages toggle moved

The automated messages toggle has been moved from the top menu (Messaging > Automated Messages) to the Settings window (Config > Settings > Messaging).

Xero Sales Integration

VGM now offers a direct integration with Xero. Our new integration allows you to convert VGM Jobsheets into Xero invoices, instantly creating a new Xero Invoice with all items, payments and customer details included. You can then view and print that invoice from VGM, alongside any other Xero Invoices created through our integration.

For full details on our new Xero integration, take a look at our documentation: http://knowledgebase.motasoft.co.uk/index.php/article-categories/xero/

To get started with the Xero integration, contact our support team on 01179 428 678.

Sales Document Messages

You can now send Scheduled Messages automatically for posted invoices. This functionality works in a similar way to the Reminders for bookings - Create a message template, set the delivery offset, and it will be automatically scheduled every time you post an invoice.

For more information about Sales Document Messages, check out our documentation: http://knowledgebase.motasoft.co.uk/index.php/article-categories/sales-document-messages/

New VRM supplier - CarweB

We have recently implemented a new VRM lookup provider into VGM, and our other systems (i.e. Online Booking, etc…). The CarweB VRM lookup includes additional data fields for vehicles searched, like Brake Horsepower figures. Their API also includes a number of additional failover strategies, allowing us to respond to short-term service issues more quickly than with some of our other providers.

Online Booking - VRM Lookup Limits

You can now set a limit for the number of VRM lookups that can be made from a particular IP Address through your online booking system. This allows you to set a maximum quantity of lookups that can be made in a specific time frame through your online booking system, for a single IP Address.

You will also be able to whitelist specific customers through your VGM system (for example, Trade customers), allowing them to make as many lookups as they like. These limits will give you greater control over how your VRM Lookup credits are used online, and prevent abuse of those systems in the rare cases that they are misused.


For more information about this or any of our other new features, please feel free to message us through the chat window in the bottom-right of your VGM system, or give us a call on 01179 428 678.

VGM Release November 2017

November 16, 2017 14:28

This release includes many general bugfixes, with a focus on bugs in Parts and Tyres. All of the enhancements in this release also relate to Parts and Tyres, with performance improvements for some areas as well as some major new features including Advanced Tyre Markup, Stock Adjustments, and Temporary Parts.

Bug fixes

  • Bug: Using “Update Existing Reminders” when saving email templates passed in an incorrect Sender Address in some cases.
    Fix: Altered save process to always pass in correct Sender Address.
  • Bug: Changing the current page, or changing the number of items per page in Search Tyres and Add Parts Work Item would de-select the currently selected tyre, but not update the lower page elements to reflect this.
    Fix: Lower grids will now rebind when changing page, or changing the number of items per page.
  • Bug: User Settings in Search Tyres not updating & loading correctly on when posting back to server.
    Fix: User Settings now save and load correctly when posting back.
  • Bug: Intercom system disappearing, but still leaving a non-clickable area in the bottom-right corner.
    Fix: Intercom iFrame was being removed when changing tab, amended hide iFrame functions to exclude Intercom frame.
  • Bug: Some inline edit commands causing the Vat / Nominal code fields to reset on submit to server.
    Fix: Rather than checking the Value of the dropdown (which resets on submit), we now check the Text of the dropdown (which doesn't).
  • Bug: "Send to Cameo" context menu button not displaying, introduced in the last version.
    Fix: When setting this option's visibility, new Context Menu items caused the wrong item to be selected. Now selecting by Value of the button, rather than index.
  • Bug: Customer Email doesn't validate against existing emails when entering a booking.
    Fix: Added extra validation to check if the new Customer Email already exists in the database.
  • Bug: "Technician: " labels were visible when editing a work item on non-jobsheet documents.
    Fix: On non-jobsheet documents, this label will now be hidden.
  • Bug: Timing issues with displaying the Email Customer Invoice button in Add Edit Sales Invoice when using Firefox.
    Fix: Adjusted the element selection for the button to avoid potential timing issues.
  • Bug: When deleting a part, Delete Process wasn't checking whether that part exists on Sales Quotations.
    Fix: Added checks for existing Sales Quotations to Delete Items for Parts.
  • Bug: Every time you add tyres to a Sales Invoice, if VRM is not enabled a prompt warns the user that VRM is disabled.
    Fix: Removed VRM disabled prompt.
  • Bug: Users cannot insert appointments into the Diary unless there are already slots available for that day.
    Fix: Users can now insert appointments into the diary when there are no existing slots available for that day.
  • Bug: When changing a technician's name, the changes are not reflected in the planner.
    Fix: Saving a Technician now re-loads the Planner, and Planner Resource names are now loaded from the database rather than the user config settings.
  • Bug: New Slot Types are created with a default VAT Code ID of 0, causing issues with reporting and diary views.
    Fix: New slot types are now created with the branch default VAT code.
  • Bug: Slot Type Message Templates (Email) do not save/load Sender email correctly.
    Fix: Slot Type message templates now save/load sender emails correctly.
  • Bug: When adding tyres to a sales document with only local stock enabled, filtering by manufacturer throws an error.
    Fix: This error was caused by trying to update some missing elements - we now don't try to update those elements in the context of a sales document.

Enhancements

Speed enhancements to Search Tyres

Adjusted the queries populating Search Tyres to run more efficiently.

Added Stock Adjustment functionality

Added the "Stock Adjustments" feature under Parts. Users can now record "Add" and "Subtract" stock adjustments for parts and tyres, adjusting their stock levels without the use of a Purchase Invoice or Sales Invoice / Jobsheet.

Please Note: For “Subtract” adjustments, VGM will automatically find the most recent Purchase Invoice for that part and set the Adjustment Cost to the cost on that invoice. Users can manually overwrite the associated invoice and the Cost value if they wish.

Prompt user to update part cost when fulfilling a purchase order

When converting a Purchase Order to a Purchase Invoice, if the currently edited line item has a different cost to its associated part in the database, VGM will now prompt the user to update the part cost if required.

Show Required fields on Add Edit Part

When adding or editing a part or tyre, VGM will now display the required fields with an asterisk.

Added Temporary Parts functionality

Users can now add Temporary Parts to sales documents. These temporary parts are single-use, and can only be associated with one document of each type. Temporary parts do not display in the normal parts grids and stock reports, and have their own area in VGM under "Parts". They can optionally be associated with a Purchase Order or Purchase Invoice.

Please Note: Temporary part items on documents differ from regular part items because when they are edited, you will be editing the temporary part itself (rather than just a line item on a document). For this reason, making a change on a temporary part will also update the line item on any document it has been added to. Some temporary part fields are disabled depending upon which documents they have been added to, in order to maintain data quality.

Advanced Markup Criteria

Users can now apply advanced markup criteria rules to Tyres. Using these rules, the user can refine their standard markup with rules based upon tyre Attributes, Manufacturer, Summer, Winter, Extra Load, Run Flat, SUV and Van tyre values. This markup can be applied as a percentage or fixed value, and can be applied to both Grouptyre stock and Local stock.

Please Note: Recalculating tyre markup is done on a scheduled basis every 15 minutes. To force a system to recalculate markup on demand, the user will need to click “Save” within the Advanced Markup window, and then also click “Save” at the bottom-right of the Tyre Config tab. A progress bar displaying the recalculation progress will then open.

Create Local Stock tyres from Grouptyre Stock

Users can now create Local Stock tyres directly from Grouptyre Stock tyres, without having to place an order for that tyre.

Barcode Scanning in Search Tyres

Users can now search for tyres using Barcodes. This will apply anywhere that tyres can be searched, to both the Local and Grouptyre stock grids.

VGM Release July 2017

July 6, 2017 16:11

This release includes a number of general bugfixes and a large number of new features across all areas. Areas most improved are Parts / Tyres, the Planner, and the Diary - however other areas have also seen new functionality.

Bug fixes

  • Bug: Vehicle Bookings - Some list items are overflowing the grid area, and being hidden
    Fix: Altered the grid control height to prevent overflow.
  • Bug: Jobsheet Technician grouping is not ordered consistently
    Fix: Set Technicians dropdown query to order alphabetically.
  • Bug: Reports and Sales Documents containing multiple items which require a data source (e.g. embedded tables) cannot find the report data source when run
    Fix: Altered report run process to search Report object for all objects requiring a data source, and binding them manually prior to display.
  • Bug: It is possible to create a Sales Receipt on a Sales Invoice when that invoice does not have an assigned customer
    Fix: Attempting to open the Sales Receipts tab without a customer selected will launch an alert requesting the user allocate a customer before creating sales receipts.
  • Bug: Asp.Net Error "Input string was not in a correct format." when opening some bookings in the diary
    Fix: Error was caused by an invalid value being passed into the form - amended the form query to select and coalesce this value to 0 rather than pass it in.
  • Bug: Cannot create a new sales receipt from the Sales Receipts window
    Fix: Added a button to create a new Sales Receipt, in the Sales Receipts window.

Enhancements

VRM - Implement detailed auditing

Performing a successful Vehicle Registration lookup in VGM will now log the lookup details to the database, aiding in support ticket resolution and usage tracking.

Reports - Implement user access restrictions

You can now restrict access to Financial Reports for non-admin users in VGM. Navigate to Config, Users and double-click on a user, click on the “permissions” tab and select Financial from the dropdown, and toggle the “Reporting” checkbox on or off.

Customers - Preventing accidental over-writing of customer data

Altering and saving the data of an existing customer will now trigger an alert asking whether you want to update this customer or save the details as a new customer entry.

Bookings - Update Jobsheet dates when moving an associated booking

When you move a booking which has an associated jobsheet to a different time or date, VGM will now offer you the option of updating the associated Jobsheet as well.

Sales Invoices - Deleting Sales Invoice Part items created from a Jobsheet will also update the jobsheet

When you create a Sales Invoice from a jobsheet that contains Parts line items, deleting or altering the quantity of that item will now be reflected on the Jobsheet as well.

Please note: In order to prevent the malicious deletion of Parts items (which would now leave no paper trail as a result of this feature), only Admin level users will now be able to delete or alter the quantity of Sales Invoice Part items created from a Jobsheet.

Tyres - “Attributes” Search options on Tyre Grids (Local and Grouptyre)

The Tyres screen now has an “Attributes” search option. This option will allow you to search your Local and Grouptyre available stock by Width, Profile, Rim Size and Speed Rating directly, rather than use a stock code.

Parts & Tyres - Added a “Show Zero Stock” filter option to Parts and Tyres stock grids

You can now filter your local Parts and Tyres stock grids by their stock quantity. Toggle this option on or off using the checkbox located in the top-right of any stock grid within VGM.

Parts & Tyres - Implement “Purchases” and “Sales” nominal codes for Parts, Tyres and Product Groups

We have replaced the existing single “Nominal Code” field on Parts and Tyres with independent “Purchases” and “Sales” nominal code fields, allowing you to specify different nominal codes for sales and purchase documents. You can also specify to use the Default for that part, which will then look for a valid nominal code on the associated product group, or failing that use the global default for your branch.

Please note: These nominal codes will be applied automatically when adding parts to financial documents and jobsheets.

Messaging - Allow users to send messages to customers from Sales documents

You can now right-click on sales documents (Sales Invoices, Quotations, Credit Notes) in the “Sales Invoices” tab, and create a new SMS, Email or Printed message for that customer.

Customers - Added “Dr” to the Titles dropdown when adding or editing a customer

You can now select “Dr” from the Titles dropdown when Adding or Editing a customer.

Planner - Associate Planner Appointments with a Technician / Bay / Slot Type

You can now associate planner appointments with a resource (Technicians, Bays or Slot Types). These appointments can now also be dragged between different resources of the same type.

Planner - Allow users to configure their own Planner Resource Group filtering and sort order

You can now configure the resources visible in the planner on a per-user basis, and order them however you wish. These settings are saved to your user profile, so will persist when logging out and back in again.

Reminders - Update all existing reminder dates when altering slot type reminder delivery periods

You can now re-calculate the delivery dates and times for all existing reminder messages when altering the delivery offset for slot type reminders. Tick the checkbox next to the save button to update these reminders upon saving.

Purchase Orders - Add a “Fully Fulfilled” column to Purchase Orders grid

The purchase orders grid will now show a “Fully Fulfilled” column, indicating whether that order has been completely fulfilled by sales invoices or not. You can also filter by this column using the filter dropdowns next to the search.

Purchase Orders - Add printing to purchase orders

Users can now print purchase orders. You can do this using the “Print” icon in the Purchase Orders Screen toolbar, or using the “Print Purchase Order” button in the bottom-left of the “Edit Purchase Order” window.

General - Updated some toolbar icons throughout VGM

Some of the toolbar icons in VGM have been replaced with more suitable alternatives. These include:

  • Search
  • Purchase Orders
  • Shopping Baskets
  • Parts / Tyres

Change Log 2.0.1.27

November 25, 2015 15:31

Changelog 2.0.1.27 [BETA]

  • Bugfix - Adding Sales Receipt when invoice is negative
  • Bugfix - Transferring from Quote to Invoice / Jobsheet wipes item descriptions
  • Bugfix - When merging customers, if the invoice is open and they try to save the invoice the Bugfix - customer no longer exists and causes a null exception
  • Bugfix - Jobsheets, adding parts does not refresh window
  • Bugfix - Cost of booking not updating when vehicle changed
  • Bugfix - Ordering reminders by due date (order as a date rather than string)
  • Bugfix - Search bar in customers /vehicles / parts disappears
  • Bugfix - Customer price of 0 not applied in booking details form
  • Bugfix - Postcode lookups showing unknown (short postcodes only)
  • Bugfix - Send an email document to blank recipient gives an error
  • Bugfix - Parts interface hangs intermittently
  • New Feature - Add future scheduled messaged to the Outbound Message Queue
  • New Feature - Administrator control to unlock invoices
  • New Feature - Radio code field added to bookings
  • New Feature - Add order number field to Sales Invoices
  • New Feature - Slot type selection dropdown lengthened
  • New Feature - Add Sales Invoice support for Insurance Companies
  • New Feature - Add “Search by Mobile Number” in Bookings Customer Search (use international syntex, e.g. "447803 813 964")