Advantage Showroom Enhancements and Updates

Version 3.221.0919.1552 includes:

• A significant change to allow quicker input of customer address directly on the main customer record. The previous address window in now eliminated.
• Added Management button to Loan Screen, Selling Price Window and Vehicle Inventory window. The Management button will show if the user has manager rights and opens the profit screen in a Loan (G still works also), or cost windows in Selling Price and Vehicle Inventory (F10 still works also)
• Enhancement to the Main Opportunity Search screen. A new ‘Date Range Filters’ function allows users can select from various Date Range Filters (including Date Created, Sold Date, Delivery Date, Maturity Date) and enter a date range to get a list of Opportunities that fit the entered criteria. This is very useful to get a list of Deals with loans maturing over the next 3 months.
• Fixed display of Forms button in Payment Options (it is always available, gives message if no deals selected).
• Changed Roll to Discount Function in Payment Options. Rolling only updates all deals if done on Cash Deal, otherwise it only changes the window where the Roll button is located.
• Added Registration Fee button to the Loan and Lease screens. Clicking Registration Fee will allow the user to override the Registration (PPSA) Fee. If there is a value in this field, Registration is forced to that value, otherwise it is automatically calculated.
• Total rewrite of the Lost Sale form and functions. Added Quick Lost Function. This gives you an option to quickly mark an Opportunity as Lost without going through the questions. If "Use QuickLost Function" not selected in the Defaults, current process will remain.
• Added new tab to Manager Exceptions ("Past Due Activities") to allow the mass skipping of overdue Activities.
• Made changes to the Last Contacts tab to allow the mass marking of Opportunities that have not had any customer contact as Lost.
• Enhancement to the Customer Value function. From either the Opportunity or customer record, click and quickly see the customer’s value to the Dealership.
• Changes to the bank setting which adds rules to allow for various payment programs and enforces unique lien holder rules. (Such as a rule for maximum of 45 days to first payment for TD). Added logic from Lien set to turn of Payments and or balloon entry based on flags in Lien Set.
• Added Odometer button to Trade Vehicle form, this works same as Odometer button on Vehicle.
• Added Minimum Commission to System Defaults, this will set the value in the Owned By Commission field on the Profit screen if there is a percentage.

Version 3.221.0824.1625 includes:

• Added a quick rates adjustment function to Payment Options. When ‘Rates’ selected it gives the option to add or reduce the rate amounts shown by a percentage amount.
• Added Cash Roll to Payment Options.
• Moved the location of the deal cancel on the opportunity screen further away from other statuses to avoid selecting cancel by mistake.
• Changes to the Assurant/RDS and other Credit Insurance formulas for balloon deal rate calculation.
• Changed the TD Lien set formula to allow for one formula for all loan scenarios. Changes to unique TD Loan formulas - a new formula exists for TD Prime and a new Lienset for TD Non Prime.

Version 3.221.0810.1443 includes:

• The Factory Rate Selection window now displays more details. This is very useful when multiple Factory rate options exist. Info can be easily filtered.
• Added Freight/PDI split function to automatically split the provided Freight amount between freight and prep fields.
• Changed the Ally Loan GM Smart Purchase & Chrysler Group Customer/Buyer Choice Function. Balloon amount and straight loan info automatically populates when option chosen.
• Added ‘In Jeopardy Status’ to Opportunity. Users can set and remove Opportunity from this status.

Version 3.221.0803.1135 includes:

• Added new logic for printing Vehicle Options to move options with a negative value above zero value options.
• Added new Insurance formula for Standard Life - OMNI.
• Significant change to forms update, updates now delivered instantly using web server.

Version 3.221.0714.1349 includes:

• Adding a vehicle to inventory using VIN on Inventory Maintenance will check all vehicles in the system for a match before decoding.
• Allow custom modification of items in vehicle MSRP window.
• Disabled buttons on Calculations form to prevent double clicks.
• Changes to Hubbard form including closing rules, adjusting Nontaxable fees and prep amounts calculation.

Version 3.221.0627.1410 includes:

• Change to Print Reciept on Deposits so don't have to save and close.
• Added WarrantyExpiryKms to allow push of proper number to full Auto Complete DMS.
• Modified the resize on Protection Items form so scroll bar goes away if expanded.

Version 3.221.0621.1028 includes:

• Enhancements to the Vehicle Concerns Function.
• Auto Refresh of the main Calculations grid whenever deals change.
• Added display of Vehicle Segment to the Finalized dealer trades grid.
• Disabled the Dealer Trade select form when the Forms tab is open.
• Fixed the Original Owner buttons to turn on and off the Purchased From input box.
• Changed the Protection Pkg or Item button display in Deal Defaults
• Added OpportunityOnly form type and put logic on Forms button on Opportunity to display either "Opp Only Forms" or "Deal Forms" and behind the scenes logic.

Version 3.221.0617.1013 includes:

• Added flag to Inventory "BadVIN" when checked, the VIN validation rule changes from an error to a warning.
• Change to Oasis eFM prompting to update retail when launched from a Deal Calculation window.
• Change to the for First Canadian insurance truncation formula.
• Changed Warranty to allow ‘999’ to be entered in the months field (recognized as unlimited on forms).
• Gross Trade value change on Trade Vehicle pushed to Trade In Value field on the current Vehicle Disclosure if one exists.
• Change to Survey. WarrSold and ProtSold querry fields modified.
• Change to allow Dealer Pack to be entered as a percentage of Cost and calculated (a value less than 1 is a percentage), calculation based on TotalCost field.

Version 3.221.0613.1005 includes:

• Added the Value Roll function to the Hubbard Compare Screen.
• Change to allow unique commission calculation such as zero, flat and manually entered amounts.
• Change to adding selected eFM Menu items back into Calculation window.
• Leasing: Hide "Due on Delivery Target" input box if No is selected.

Version 3.221.0531.0849 includes:

• Change to Swipe list giving "Add New Customer" button if Skip load is checked and filter returns no records.
• Enhanced version of the ‘Inventory by Make Year Model (New or Used)’ report, with very cool inventory statistics and charts on the last page!
• Change to Credit Insurance Truncation formula.
• Payment Options – ‘Apply Purchase Order Changes to All Deals’ is the default. Uncheck the box to isolate changes per deal scenario.
• Added new button next to Odometer on Vehicle Edit for quick Odometer entry. Avoids window and simply asks for new value (will not add if less than the existing value).
• Change to Deal Roll to Cap Cost on Lease's.
• Change to Status roll back on Opportunity (example: from Delivered to Pending).
• Changes to handling negative commission on Profit Screen.
• Removed New, Edit, Delete buttons from Payment Options Settings Select window (can only Add, Edit, Delete from main menu default).
• Change to edit/delete button on Vehicle Repair Orders for Dealers not using the full Oasis Auto Complete DMS.
• Added the Vehicle Id and Stock number to "Incomplete Dealer Trades" grid. Also changed code when changing status on a Dealer Trade if loaded from this grid.
• Changed Customer Sync between Auto Complete and Advantage if Address had an apostrophe in it.
• Added rule to Activity so if Start Time is removed from a completed activity it breaks a rule and cannot be saved.
• Change to Walkaway calculation on leases.
• Change to modifying in the protection window while recalculating.

Version 3.2.0517.1649 includes:

• Added code to accommodate the security changes that CarProof made to their Web service.
• Added ability to display the pre-tax lease payment on Payment Options.
• New flags in System Defaults which: A) allows or blocks Salespeople from printing deal forms. The default setting is no. & B) Locks the selling price from being changed on Used Inventory.
• Change to Odd Days Interest & PPSA/Registration Fee Calculation.
• Added calculation of the customer’s Age from the Driver’s Licence Swipe.
• Change to Warranty Edit on Profit Screen.
• Change to trade calculation for Nissan Zero percent leases.
• Change to replacing vehicle stocknumber.
• Added rules for automatic Lease recalculation on changes to any of: Interest Rate, Term, and Residual percentage.

Version 3.0.2.0428 includes:

• Enhancement to Protection Selection Process - The drop down menu allows selection of either a Package or Item. The Edit option will work as it previously functioned.
• Added feature : When a Accessory/Misc Protection Item is selected the description and company name fields will become editable.
• Addition of new flag on Fee Items to allow a fee to be sold at cost when on a Dealer Trade.
• Change to calculation of Cost on Dealer Trades ‘based on’ flag in System Defaults.
• Change to updating the vehicle information for forms when info is changed on the trade vehicle.
• Change to the display of final payment on deals when Opportunity recalled.
• Change to Display Lienset Name and Program Description in Reates and Residual Set Selection.
• Change to replacing vehicle stocknumber.
• Change to allow VIN's with less than 17 characters to be sent to Auto Complete Accounting.

Version 3.0.2.0425 includes:

• New Scotiabank Registration fee tables (including the ability to have effective and expiry dates on the rates).
• Change to Zero percent VW Loan payment with unused Cash Rebate.
• Added new ‘based-on’ payment credit insurance calculations.
• Change to Status dropdown on Inventory Edit (was not available if 'N' NonStock selected).

Version 3.0.2.0421 includes:

• Added a new setting to System Defaults which automates the format of a Trade-In's Stock Number.
• Added a flag to Fee Items to allow the dealership to force a fee to be added at Cost when Dealer Traded.
• Enhancement to After Sale Deal function.

Version 3.0.2.0415 includes:

• Able to add Used Vehicles using VIN decode with basic option information, available colours and mileage rating loading automatically.
• Added the new Scotia Mazda Lease and Scotia Saab Lease lien sets.
• Updated Several reports including enhanced Service History Report.
• Added Series column to Inventory View.

Version 3.0.2.0331 includes:

• Reformatted Customer Entity, Vehicle and other forms for improved display on Notebooks and monitors with limited resolution. Added Pictures Tab to Vehicle form.
• Now Display the Base Cost in the Inventory cost review.
• Removed ‘Overwrite Factory rate?' warning.
• Removed Potential Trade Ins from Inventory Selection in Opportunity and gave option to Show or Hide on Potential Trades on Vehicle Inventory List.
• Added Engine, Transmission, DriveType columns to Inventory select grid.
• Able to keep a list of worksheet comments for Hubbard Screen.
• Change to Adding Warranty and Protection on Hubbard screen.
• Change to removing deals to return to Payment Options/Hubbard Screen.
• Added Ability on Hubbard Screen to Bump rates up or down by a %.
• Rule Change to allow entering of non-vehicle VINs (Powersports VIN's).
• Added ability to maintain list of Factory Installed Options and add these the pre-selected listed.
• Change to Rate Residual Set Select form.
• CDC Follow-up now opens opportunity on Activity tab when activity selected.
• Change to buttons on Remarks/Misc tab in Opportunity, added Ability to keep notes about Facts and Promises Made for the deal.
• Force Opportunity to Save when going into Forms.

Version 3.0.2.0307 includes:

• Added code for force pulling of Options when creating a vehicle.
• Change to Adding/Editing Trade Disclosure.
• Change to Credits recalculation on Payment Options.
• Used Bill of Sale will print the Dealer Guaranty information from System Defaults. If a dealership offers a Guaranty (ex. 50/50 Parts & Labour for 30 days with work to be completed at Dealership), it will automatically print on the Used Bill of Sale if a warranty is not sold.

Version 3.0.2.0302 includes:

• Ability to adjust column layout and spacing on Vehicle Inventory Grid (just like the Opportunity Grid).
• Change to perform auto selection of engine if not already selected from VIN Decode.
• Added "FactoryAssignedNumber" to the Employee data.
• Sales Follow-up List refresh improvement.
• Enhancements to the flow of the Email function.
• Change to Start Time on processing Delivery Activity when Opportunity updated from Approved to Delivered and activity exists.
• Ability to have more than one forms tab open at once to work different Opportunities.
• Change to adding Trade-in vehicle from Opportunity created from Swipe.

Version 3.0.2.0222 includes:

• Enhanced Payment Options Screen - Fixed Deal Roll on Leases. Loan and Lease credits button cause auto recalc. Able to choose either 2 or 3 down-payments per scenario on Payment Options Default.
• Changes to custom calculation for Auto Complete interface.
• Dealer-directed import PDI Insurance Agent Database from OASIS.
• Filtering and Searching refresh options on Opportunity and Customer Search grids.
• Default Commission Percentages to the Profit screens if no commission has been calculated. They will also be reset if the "Commission %" button is clicked.
• Option to Default Dealer Trades to any of: Original Invoice or Original Invoice plus RO’s or the current base cost or at the current base cost plus RO’s.

Version 3.0.2.0207 includes:

• New Vehicle Options Logic: Once the vehicle has been built, use the "View Options" button to get a screen to change the order of the options, delete, edit or add new options to the vehicle. The Option code on an existing option cannot be changed, but the description and pricing can.
• Change to User Form Access regarding Data Imports & Links.
• Enhancement to Deal profit screen.
• Added roll function to Payment Options form.
• Added Dealer Guaranty fields and linked Factory Warranty fields to vehicle record.
• New Status available for Inventory and NonStock.
• Dealership Offer Client Proposal Form and Retail Stock Sheet added, along with several other forms.
• Enhancement to adding Dealer Option to inventory record.
• VIN Decode Enhancement to allow for Decoding without options and logic to tie options to trim level selected.
• Inventory Automatic Inventory FTP Export to Dealer.com (Auto Trader).
• Added ability to edit vehicle on Dealer Trade screen.
• Cost and Retail on Misc Items and Dealer Installed Options on the vehicle can have a negative value.
• Deposits: Added ability to print receipt and flag to exclude deposit from Calculations
• Green Levy charges automatically included when building an inventory or quote vehicle.
• Inventory Maintenance input changed, easier to add Old & non-automobile units to stock.
• Added Repair Order button to Selling Price window (cost must be showing)
• Created a Lease Buyout process from vehicle in a scheduled opportunity.
• Added totals to Deposit window with totaling on deposit select and added Statement Button and Statement report to Deposit Window.

Please contact our Client Support team at:1-800-267-0524 or support@oasis-ac.com for more information.