Items can now be unreconciled

The "Summary Only" option on the clock card now works correctly.

Nominal codes which end with .0.0.0.0 now haev the .0's removed when reporting/exporting.

Extra bug fixes to the screen display so that the appraisal screen display correctly on small monitors also.

The appraisal screen should now display correctly.

A number of updates relating to the new VW Parts 500 parts system have been made.     This update includes roll-out of the new VW discount code table.   In addition, following the introduction of Parts 500, the Delivery Note no (referred to historically by VWG as the Pack Note, but now as Route No following Parts 50) the new reference will be the full five digit dealer code followed by a hyphen then the route no reference - e.g 00800-12345

You can no longer add a factory option when a deal has been invoiced.

Minor update to prevent Automatic vehicles being recorded as manual.

Update to secondary follow up selection to allow secondary follow up periods of less than 7 days.

On the workshop appointments screen you now have the ability to transfer a vehicle to a different customer by using the "Change Owner" button.

On the customer record - vehicles tab - you now have the option to transfer the vehicle to a different/new customer.

Navigator now extends to your web site, with a web-site plug in which allows your customers to create booking requests directly into Navigator.  This is a system add-on which is available on-request - please contact your account manager for more information.  To review the functionality of the service booking, please review the video below.

Changes to customer records are now audited. The audit trail can be viewed using the "View Audit" button on the bottom right hand side of the Details Tab.

Changes to supplier records are now audited. The audit trail can be viewed using the "View Audit" button on the bottom right hand side of the Details Tab.

Now have the ability to set up a VAT Inclusive Retail price of an accessory instead of a pre-vat. This avoids rounding issues when the VAT is calculated.

When discounting an Accessory, if a VAT Inclusive price is entered, the VAT is rounded to ensure that the price is not rounding up/down by a penny when calculating.

The Actual Cost of the part is displayed (the eldest stocked cost).

It is now possible to create non-labour items which are zero rated for VAT purposes.

New setup screen to allow dealers to setup their IDS Vehicle import parameters without having to contact the Navigator helpdesk.

When booking a part to a customer which has been ordered for that customer, the order no entered when creating the original parts order is retrieved.

It is now possible to remove a nominal code from a non labour item once one has been entered.

A new button has been added  to enable a separate delivery name/address to be entered.

Sales Enquiry Make & Model Interest can now be selected for reporting.

Selection by Workshop Appointment Date - a bug in the selection routine has been fixed (this caused the selection to be incorrect on occasion).

Parts invoiced and credited to jobs at different prices are now consolidated correctly.

Adding Customer Orders to a stock order, now only adds parts of the franchise selected for the order.

When booking parts to a workshop job, if the part was negative stocked, the job no was not recorded on the nominal transaction to WIP - this is corrected.

If a technician is clocked off from the button on the Job Processing screen, the tyre depth questions were in a different order to that on the printed job card - this has been corrected.

View Nominal Transaction - Scanned Purchase invoices can now be viewed by clicking the Invoice button.

The staff name is now displayed correctly in the "Staff Name" on nominal transaction reports.

When posting a credit note, there is a new "Match to Inv" button which allows the credit note to be matched against the original invoice. This means that you no longer have to post a zero payment to match the invoices against each other.

When posting a credit note, there is a new "Match to Inv" button which allows the credit note to be matched against the original invoice. This means that you no longer have to post a zero payment to match the invoices against each other.

On the transaction list there is now an "Invoice Notes" button on the bottom right hand corner (only appears when an invoice line has been clicked) - this allows notes to be entered against an invoice

The description of the PDI and Used Vehicle Preparation jobs is now as configured in the workshop job codes (job code nos 1 & 2)

The number of MOT's in the diary did not always count correctly - this has been updated.  In addition when highlighting a day on the diary, all jobs with MOT's are flagged with an extra "tick box".

Customer "Special" workshop price has been extended to give the same discount over the counter.  The customer profile tab has been reworded to reflect this.

This has been updated to display all transactions correctly.  Also, the option to only report on the current branch has been added to assist in branch level debtors control.

When double clicking a line on the recurring journal, instead the line being deleted it now pre-populates the line entry so that it can be altered and re-added.

Closing deals was not allowing you to override the close date, this has now been resolved.  Also, removed warning about cross branch closing if it was closed in the same branch.

You can longer change the bonus on a job which has been invoiced on a date which has been signed off.

If a technician clocks onto a job in another workshop in error, he disappeared from the technicians clocking screen (and reappears in the other workshop).  He cannot then repair any clocking errors.  

To prevent this issue, the technician will always appear on both his "home" workshop clocking screen and the workshop of any job he has clocked onto.

A new summary screen has been added to show what date the workshops have signed off clock cards.

Adjustment made to end of day clock off to stop the technicians being clocked onto Idle once they have been clocked off a job.

Due to rounding issues, the VAT figure on the VAT report for vehicle invoices can sometimes be +/- a penny to the VAT shown on the invoice.  This has been corrected.

The daily export to Polk now includes mobile numbers and email addresses for SMS and Email marketing purposes.

On logging into Parts Point of sale, the end of month and end of week update routines (which are normally run overnight) are checked and cleared.

You can non add a non UK address to either a business or customer record.

The customer type now automatically either defaults to private or business.

When adding a used vehicle the system now checks and displays any duplicate VRMs within stock before VRM Lookup.

If a payroll period has been Signed off, and a job that was invoiced in the now closed period is credited and re-invoiced, there will be no updates the the technicians reporting to reflect this (as the technician was paid for the job in the prior period).

The ability for Manual stock ordering (outside of PNS) has been added into the stock order system.

When viewing a nominal ledger transaction, it is now possible to update the Reference field to add notes.

You are now able to send images of the stock vehicle to a customer through an enquiry.

Non-Labour sales are added to Sub contract sales and removed from Labour sales for the purposes of Technicians clock card reporting.

Sales to Nominal Journals are now excluded from the turnover report calculations

Sometimes on the customers with multiple vehicles, the system would not give an option to select one. This has now been fixed.

If a sales executive had a sales order on screen and a sales administrator transferred the vehicle to another branch, this would recreate a blank vehicle record and corrupt the sales order in the original branch. This bug has now been resolved.

If two sales administrators had the same vehicle on screen, and one transferred the vehicle to another branch - when the other updated the record it recreated the vehicle record in the original branch.  The system now rejects any updates in this scenario.

On the Technicians Clock > Manual Clocking's - a new button has been added to give the ability to view technicians pay to date.

Technicians Clock > Manual clocking's - Clocking's for the week up to today didn't show. This has now been fixed.

A change has been made to help stop service history going missing. Service history is now indexed by Chassis no so that it will automatically show on any vehicle that has that chassis no.

The following interfaces with Citroen have now been completed:

PLPR System

CSI System

Auto import of daily and full parts price files

A non productive code can be set to require a managers authority code to allow to clock.  If so, the technician cannot clock onto this non productive code when clocking off a job, but can "Change" to it afterward's, requiring the Managers Authority number to proceed.

Only the first 11 specification items were being displayed on screen when viewing a vehicle. This has been fixed.

New variable can be added to the invoice called "FleetNo" which prints the fleet no of the vehicle.

Vehicles > Sales Order Processing > Part Exchanges which qualify for VAT now display correctly including VAT on the on-screen sales order.

In the View Pay option, technicians are now able to view their time-card for the week.

If a vehicle credit note was created after creating a supplementary invoice for a negative value, the credit notes generated were incorrect and the nominal ledger entries generated were out of balance.  This has now been fixed.

1 - When adding or editing a clock time, the clock time before and after the clock time entered are automatically adjusted to "butt up" to the new clock line.  Pay is recalculated accordingly.

2 - Now defaults to today's date for display.

3 - Adding a new clocking doesn't prompt for a pay rate - it is calculated at the technicians standard rate (this can then subsequently be overridden).

1 - It is now possible to select the technician from a drop down list.

2 -  It is now no longer possible to enter payroll details from this screen - they must be entered from the Staff Record.

Any technician with the option selected to enter manual clocking's are no longer displayed on the technicians clock screen. They can now only clock via the manual clocking option.

Model codes with no "Carline" code (this is the code used for the model description and therefore where the accounting analysis comes from) are no longer imported.  Whilst this will generate extra issues in the short term, it will force the issue to be reported to Volkswagen for correction prior to vehicles being incorrectly added to the system.

1 - The price list from VW contains all models going back to 2009.   The import routine now only loads for the current and previous model years.

2 -  Factory options are now imported with the factory option code at the end for easier identification.

New sub-items added to Sales and Purchase Ledger to allow control of items within the Sales and Purchase Ledger

A new Technicians Setup tab has been added which replicates the technicians setup screen from within Workshop Managers Toolkit.

The Backup speed has been increased by preventing file read-back on hosted servers.

Overnight routines updated so can be run after midnight

A new option has been added to allow a technician to enter his own manual historical job clocking's. This only works correctly if the clocking has been entered before invoicing (so time is allocated correctly). It is useful for mobile technicians to key in their clocking's.  To be able to do this, the technician needs to have the Service Privilege ticked to allow this on their staff record.

Addition of Search button to enable parts to be searched for.

Removing a part from the invoice by double-clicking now loads that part at the bottom of the screen to enable it to be re-added to the invoice with different details.

Addition of button to assign job to a specific technician.

If a job is assigned to a technician then the technician name is displayed when viewing the diary loading.

The heading on the technicians update screen has been changed from "holidays" to "absence".  In addition, when adding an absence, the user is prompted if the absence is payable. If is is marked as payable then a payable line is added to the clock card for the day.

It is now possible to update clock times and pay for non-productive/absences

Updates for third party access to update job Cards with VHC Information and vehicles with Service Plan information.

Updated to display Clean, Average and Below Average Pricing together.

Updated to display Trade & Adjusted Trade prices (rather than just Adjusted Trade).

On the Personnel details it is possible to flag what payroll type the staff members basic pay is allocated to.    In addition, it is possible to now fill in the payroll reference (eg Sage Payroll No) for the staff record.

On the bonus section, it is now possible to allocate which pay type bonus is allocated to.  Also, when creating an absence, if the absence is payable, the payroll type must be entered.

Improvements in performance when generating reports.

If you try and run Navigator and it is already running, instead of warning that Navigator is already running it switches to the running instance of Navigator.

Update to interface to Castrol eVHC system to enable updates at regular intervals during the day.

Default setting of vehicle type has been changed so that there is no default selection.

On the printed supplementary invoice, the house no is missing from the address on the "Invoice To" section of the invoice. This has now been fixed.

Reference defect number #266

If there was more than one non labour line on a workshop job it would only print the first non labour line on a job card. This is has now been resolved

There has been a technical update to the way the negative numbers are reported on the Polk file.

When double clicking on an invoice in the purchase ledger not all gani entries were appearing against the invoice. This issue occurred when more than one gani line had been allocated at once. This bug has now been resolved.

Reference defect number #202

When re-opening a workshop job, the credit note that was generated did not always display the correct user. This bug has now been resolved.

Reference defect number #203

The report was not pulling across the journals that were posted to not appear on the "Full Report". This has now been corrected.

If the special order has been fulfilled by more than a single goods in, on occasions the deposit would not get credited to the customer when booking the parts out. This issue has now been resolved.

Sometimes on the Parts Audit Trial on "View/Update Record" would not appear. This has now been fixed..

If the time on a MOT workshop job was rescheduled the job was doubling up on the diary display and the number of jobs double counted.

Reference defect number #241

When creating a sales order in the sales enquiry and adding a part exchange it wasn't saving the chassis number. This has now been fixed.

The part exchange history was not being transferred onto the part exchange stock record.This issue has now been resolved.

Reference defect number #244

The Service and MOT dates were not always being transferred onto the part exchange stock record.This issue has now been resolved.

Reference defect number #242

When delivering a host deal the system was searching for any reg that matched the part exchange and removing it from the record. This has now been fixed so that it only removes the old vehicle from the correct customer record if the option for "customer no longer owns old vehicle is selected.

The new customer list in marketing was also displaying old customers. This has now been fixed so that it only displays new customers.

Reference defect number #221

The columns on the AutoVHC export were not lining up correctly due to customers with commas in their surnames. The commas have now been removed from the data to stop this issue from occurring.

Creating selections based on Vehicle Used Defined fields was not working correctly in marketing campaigns has now been resolved.

If a technician clocked off a job card but in the meantime another user had the job up on screen, the mileage on the customers vehicle would be overwritten by the original mileage when the job card was closed.

An update has been made to prevent this from happening.

Reference defect number #255

On occasions a sales ledger account which was over it's credit limit would allow an invoice to be raised. This is due to the Sales Ledger account balance being incorrectly calculated. To resolve this an addition to the overnight routine has been added to recalculate all the Sales Ledger balances.

The Aftersales Contact Management facility provides a hierarchical, multi-channel follow up system for Service and MOT follow ups;. It has an option of four different contact methods! SMS, Emails, Letters and Telephone, which can be chained together to contact customers using each method in turn as setup. For more information please contact your Accounts Manager.

Click here for further information on Aftersales Contact Management.

Running your desktop at your finger tips! You are now able to install Navigator onto your Ipad. For more information please contact your Accounts Manager. Android version coming soon!

Click here for further information on I-Navigator.

The New Option for Cross branch selling allows a vehicle to be managed from one branch and sold, but the sales and profits from the sale are then assigned to another branch when the vehicle is closed.

Click here for further information on Cross Branch Selling.

You can now manage your technicians bonus and pay through the Navigator system.

Click here for further information on Technicians Bonus Scheme and Reports.

The new Surcharge reports allow you to see which surcharge parts you have in stock, what parts are waiting to be returned by the customer and, parts that have returned to the supplier and are awaiting an invoice.

Click here for further information on Surcharge Reports.