Pinnacle Release Documentation - pinewoodsa.co.za · Page 1 of 17 © 2016 Pinewood Technologies SA...

of 17 © 2016 Pinewood Technologies SA (Pty) Ltd

Pinnacle Release Documentation

Date: 14th April 2016

Version: 16.05 Deployment

Benefits

The below key indicates the key benefits to each new item included within the release:

Efficiency The tool is designed to improve the process or improve the users’ efficiency

Revenue The tool is designed to either increase revenue or improve profitability

Analysis An improvement or addition has been made to help the dealership analyse the

business

Customer Service The tool is designed to improve the customers experience or capture customer

feedback

Manufacturer New manufacturer interface or an enhancement to an existing manufacturer interface

for the purpose of either compliancy or improvement to the process

Alert Where the caution sign is displayed, a recommendation relating to the accessibility

or use of the function should be considered

Contact [email protected] for any queries regarding these release notes

mailto:[email protected]


Contents

Workshop ................................................................................ 3

Job Progress- Filtering Preparation ...................................................................................................................... 3

Job Card 5 ....................................................................................................................................................................... 4

Produce Invoice - Load Accuracy and Operation Efficiency ....................................................................... 5

Produce Invoice- Summary Tab ............................................................................................................................. 6

Produce Invoice - HGV Km’s Out ........................................................................................................................... 7

Parts ........................................................................................... 8

Barcode Printing ........................................................................................................................................................... 8

Purchase Discounts - Import/Export .................................................................................................................... 9

Accounts ................................................................................ 10

Sales Ledger - Internal Invoice Nominal .......................................................................................................... 10

Vehicles .................................................................................. 11

Miscellaneous Cost - Import/Export .................................................................................................................. 11

Manufacturer Integration ................................................ 13

Mead & McGrouther Vehicle Integration........................................................................................................ 13

CRM ......................................................................................... 16

Host+ Defaults ........................................................................................................................................................... 16

Personal Video View Count ................................................................................................................................... 17


Workshop

Job Progress- Filtering Preparation

Reason for Development

Adding the option to filter to show internal preparation work only.

Benefit

Ability to review the progress of preparation work separately.

Summary

By clicking on the filter Icon within the Job Progress report you will see a new filtration option

called Preparation. You can filter by:

Included – preparation work will remain in the job progress along with other work

Excluded – removes all preparation work from the report

Show Only – view only preparation work

This can be used when viewing both Operations and Jobs within the report.


Job Card 5


Following user feedback, Job Card 5 has been redesigned to reduce the amount of pages

printed.

Benefit

Allows minimal use of paper when printing Job Card 5.

Summary

Previously Job Card Style 5 printed the Data Privacy statement on a separate page to the job

card requiring additional paper. Information is now displayed in the following:

Page 1

Customer, Vehicle and Service history (only the past three service history notes will

display)

Subsequent Pages

Job Number, Registration and Vin will display at the top

Job details will follow, allowing a greater volume of information

The Data Privacy statement at the bottom of the last available page of the job card

(assuming there is enough room, otherwise will print at the bottom of a new page)


Produce Invoice - Load Accuracy and Operation

Efficiency


Ability to review load and chargeable hours against technicians working hours prior to

invoicing a workshop job.

Benefit

The ability to view Load Accuracy and operation efficiency enables review of capacity

utilisation in the workshop, allowing prevention of future over or under booking.

Summary

Within the Produce Invoice screen and clicking into an operation, the costing popup will now

display Worked Hours and Load Accuracy as well as Operation Efficiency. This will show you

how accurately the operation has been loaded. Enabling review, if necessary, of the process of

loading hours to ensure maximum capacity utilisation within the workshop, minimising the

risk of over or under booking. Operation Efficiency shows Chargeable hours/Worked hours to

ensure maximum profitability on jobs.


Produce Invoice- Summary Tab


Ability to review efficiency and load accuracy of a workshop job prior to invoice.

Benefit

Any issues identified may be rectified prior to invoicing.

Summary

Within the Produce Invoice screen, a new tab at the top of the page labelled Summary has

been created. This allows you to view each operation line of the job against Worked Hours,

Invoice Hours, Load Hours including Operation Efficiency % and Load Accuracy %.


Produce Invoice - HGV Km’s Out


Enables more information to be captured at the point of invoice when carrying out work on

commercial vehicles.

Benefit

Enables greater capture of information when invoicing a workshop job for a vehicle

description of HGV.

Summary

If the vehicle associated to the workshop job has the description of HGV, the symbol HGV will

appear next to Km’s Out. Clicking on this will present a popup containing further of

information captured against the vehicle. This will have no effect on vehicles that do not have

the vehicle description of HGV, consequently km’s out will display as usual.


Parts

Barcode Printing


To enable spool printing of barcodes.

Benefit

To enable the use of spool label printers in printing barcode labels for stock.

Summary

Barcode printing is now available within Parts – Parameters – Department Details - Barcodes.

Options available include:

Choose between Avery and single label printing dependent upon your paper stock

source.

Define the label height, width, top and left margins.

Select the part number to either print as the Manufacturer’s part number or the

System part number.

Select whether to print Franchise, Description, Price and Bin Location on the labels.

To print the labels, you can enter the part record and select the Print Labels option. When

single spool printer is selected, the option of Avery printing layout will not be displayed.

All Pinnacle users are now able to turn on label printing through parameters, without the

assistance of support.


Purchase Discounts - Import/Export


To enable importing and exporting of Purchase discounts.

Benefit

Allows the update of purchase discounts from a single Excel spreadsheet across

different departments helping to improve consistency.

Summary

Purchase discounts are held on a central spreadsheet, allowing for regular imports as the

spreadsheet is updated. Updating the purchase discounts by importing the excel file will only

update or add new or existing purchase discounts, no discounts will be deleted - this is

because discount codes may be associated with part records.

Exports will allow existing purchase discounts against departments to be exported into an

Excel spreadsheet. This will show purchase discounts against specific suppliers.

Below is the format of the Import and the export. Columns C, D, E and F do not have column

titles to allow easier importing if other departments require the same discounts.

Rows that contain no supplier or purchase discount codes or negative values will not be

imported. The file will still upload and will report which lines were excluded allowing you to

amend and reimport the file.


Accounts

Sales Ledger - Internal Invoice Nominal


Prior to this release, there has been no way to automatically pay off / clear a debtor value

produced from a Workshop or Parts invoice (such as an internal invoice) without the invoicing

user selecting an internal charge.

Benefit

Invoices can be automatically cleared into a nominal code held against the Sale

Ledger account, removing the need for an internal charge type and value to be

selected and entered by the invoicing user and gives the possibility of individual

operations set to be invoiced to different Sales Ledger Account to be cleared into different

nominal codes automatically. These nominal codes can be P+L or Balance sheet codes and if

Balance sheet, they can also take advantage of the Open Item posting functionality previously

added to the INTER invoicing process, making the tracking of balances relating to work such

as service plans easier than was previously possible.

Summary

A new parameter has been added to the Sales Ledger – Transaction Account amendment

screen, called ‘Internal Invoice Nominal’.

Specifying a nominal code here, willl cause invoices produced from the Parts and workshop

departments to clear the debt generate into the code set.

It is possible to set Standard or Open Item nominal codes, but in order to prevent imbalances

in certain codes you will not be able to select a bank, fixed asset, total or narrative code.

Additionally you are unable to set these nominals against a cash account or the INTER or

INTVM accounts. Cash accounts will always require a method of external payment ot be

specififed at the point of invoice and the internal charges process for INTER and internal cost

process for INTVM already exist to handle those special invoice cases. If not nominal code is

set against the account then the invoicing processes from Parts and workshop behave exactly

as those processes normally would on a credit acount.


Vehicles

Miscellaneous Cost - Import/Export


Inputting Type of Sales Mappings for Sales and COS accounts on each Miscellaneous cost in a

given Vehicle branch can be a somewhat laborious task.

Benefit

The ability to export and import Miscellaneous Cost Type of Sale mappings provides

the ability to quickly enter these mappings from a spreadsheet. Existing mappings

can be exported from the same or another branch and imported after being updated,

using the same file layout, minimizing the work required to set these in each branch.

Summary

Within Vehicles – Parameters – Miscellaneous Cost you will see new Import and Export

buttons. These buttons will allow you to import/export miscellaneous cost Type of Sale

mappings into an Excel spreadsheet. When updating the export, removing values within the

COS or Sales account column will clear any mappings against Types of Sale.

The export will contain any existing Miscellaneous Cost Type of sale mappings and produce a

CSV file in with the following fields:

Miscellaneous Cost – The name of the Miscellaneous cost


Type of Sale Group – The name of the Type of Sales Group the Type of Sale is allocated to

Type of Sale – The name of the type of sale to map codes for the miscellaneous cost

Sales Account – The Sales Nominal Code mapped for the miscellaneous cost / TOS

COS Account – The Cost of Sales Nominal Code mapped for the miscellaneous cost / TOS

The import option requires a file in the same format as the export. Multiple miscellaneous

cost mappings can be imported in a single file.

When importing a file, the process will check that the miscellaneous cost, Type of Sale Group

and Type of Sale exists and that the nominal set in the Sales and COS columns exist and are

active. The import window will display any errors and list the total number of rows in the file

along with the number that could be imported. Any errors found during the import will be

displayed in the middle section of the window.

Where a Miscellaneous cost is included in the file, but where no nominal code is set, Pinnacle

will remove the mappings for that miscellaneous cost/type of sale combination, providing a

convenient way to remove mappings that have previously been created in error or where a

miscellaneous cost is no longer required for a particular Type of Sale.


Manufacturer Integration

Mead & McGrouther Vehicle Integration


Changes have been made by TransUnion around the vehicle valuation service therefore

changes were required within the system to support this.

Benefit

Ability to be able to define a Mead code against a vehicle and be able to perform

a lookup on the vehicle to determine valuation and other details.

Summary

In order to specific a Mead code against a vehicle follow the steps below

When working with a vehicle whether it be a CRM vehicle or a used vehicle stock record the

system will display an M&M button next to the vehicle make.

Pressing this button will display the following popup –

This allows for the vehicle make, model and variant to be defined which filters down the data

uploaded in the file above to be able to obtain the correct Mead code.

Having determined the vehicle, the Mead code will be generated.

Pressing accept will write the M&M code back to the vehicle and update the vehicles make,

model and variant.

Having obtained the vehicles M&M code we can now perform a lookup on the vehicle desired

below.


Vehicle Lookup

In order to make use of the vehicle lookup setup is required: within Vehicles – Parameters –

Manufacturer – Mead & McGrouther, select the “Mead & McGrouther Vehicle Valuation”

option on the left. Select the ‘Parameters’ option.

The detail supplied by TransUnion should be entered in the fields displayed, further

information should also be entered into the ‘Service Endpoint Configuration’ parameters

again this is supplied by TransUnion.

In the endpoint screen you only need to enter the following information

Endpoint Address.

Username

Password

Having setup, the above clicking the Mead code on the vehicle will present the following

The following popup will be presented


Having entered the correct information press the ‘Get Valuation’ button the system will

perform a lookup on the vehicle and display the following information

Note: If any tabs are greyed out no information has been returned by TransUnion.

When ‘Close’ is pressed on this popup in the case of the lookup being performed on a stock

card the trade values will be inserted into the book price field (de-vatted).


CRM

Host+ Defaults


When a customer is created in Host+ via the IOS device, the default parameters used to add a

contact history are currently derived from the quick create parameters. This introduces issues

around the default next contact and inflexibility to define specific rules for Host+.

Benefit

This allows for specific defaults and rules to be set up for the customer creation

process via Host+

Summary

A new Host+ default parameter has been added to the Enquiry Defaults in CRM Parameters.

This will allow specific defaults to set for the creation of customer in Host+ IOS device only.

Other than using these values as defaults for the creation of a Contact History record, the

Contact Reason will also be used to determine sales opportunity creation and auto follow up

rules, as per the existing parameters.

To ensure there I no downtime, the existing quick create parameters will be copied across, so

there is no set up requirement.


Personal Video View Count


Understanding the effectiveness of personal videos based on if they have been viewed and

how many times.

Benefit

By adding the video view counts in the existing video reports, sales executives and

sales managers can now see if the video has been viewed and how many times. This

will allow for the effective follow up process and also the general effectiveness of

personalised videos.

Summary

The ‘Views’ are visible from the personal video usage report and via CRM or Showroom, as

indicated below. The view count is based on the number of times the video page has been

downloaded.

Pinnacle Release Documentation - pinewoodsa.co.za · Page 1 of 17 © 2016 Pinewood Technologies SA...

Documents

Transcript of Pinnacle Release Documentation - pinewoodsa.co.za · Page 1 of 17 © 2016 Pinewood Technologies SA...