The latest version of DragonDMS includes the following new features, along with other improvements and fixes.
System-wide Improvements
Invoice Attachments
PDF documents can now be uploaded and flagged to be printed along with the following documents: Vehicle Sales invoices, Vehicle Sales Order Forms, Service Invoices and Service Job Cards.
When the document is printed the linked attachments will print, or if you email the document, the attachments will be added to the email.
Setup attachments in Settings > System > Attachments
Report changes
The way that reports in the General, Vehicle Sales and Accounts sections are run has changed. This is part of our ongoing improvement to align reports within within DragonDMS and Dragon2000 Portal.
When running a report, the date ranges and filters are applied in the same way. Clicking on Preview will then load the report in your default pdf viewer, from here the report can be printed.
If the report is to be saved as either a PDF or CSV, then close the preview, and click on either Save as CSV or Save as PDF.
Branch Filters
For Dealers that use Branches, a Branch filters has now been added to New Vehicle, Used Vehicle, Service and Parts modules. The branch filter will default to All Branches, which will include all the branches that the user can access. The user can change the branch filter to view records for a specific branch, and the record counts of the menus will update for the selected branch.
Branch Departments
When setting up branches users can now assign the branch to either Sales (New & Used Vehicles), Aftersales (Service & Parts Modules), or Both (Sales & Aftersales).
Employee records now allow a default Sales branch and Aftersales branch.
Vehicle Sales
Vehicle Specification and Valuations
Vehicle Specification and Valuations can now be run and saved in Current Vehicle Records and Appraisal records.
AI Generated Advertising Text
Users can now benefit from the embedded AI generated Advertising Text feature within DragonDMS. This option is available when adding vehicles into stock using the Advanced Creation tool, or from within the vehicle record > Advertising > Overview > Advertising Information.
Each time a description is generated 10p will be deducted from your Cash Wallet.
Lookup New Vehicle Specification using CAPid
Option to carry out CAP NVD using the CAP ID for the vehicle. If you want this feature enabled please contact our support team on 01327 222 333 option 1. When running the CAP Specification lookup, users will need to enter the CAPID and select the vehicle type.
Editing / Adding standard specification to a vehicle record.
In addition to the standard Specification that is returned when running a specification lookup, users can manually add / edit items.
Click on the Add Spec button, enter a description and select a category.
Users can add Categories by going to Settings > Vehicle Sales > Vehicle Specification > New Category.
Add Gross Price to extras and Net will be calculated
When adding an extra to a vehicle sale or a supplementary invoice, you can now enter the gross price, if the vehicle is a qualifying vehicle the VAT will be calculated along with the Net price.
Multiple attachments to vehicle records
Attachments can be uploaded to a vehicle record. Attachments that you wish to display with the vehicle record on your website, require a tick to Show on website.
Users can add Attachment Types by going to Settings > Advertising > My Website > Vehicle Attachment.
Service
MOT History
New MOT History tab within booking and service records. Overview > Additional Detail > MOT History. This information is populated when the vehicle lookup is carried out and will list all of the MOT’s carried out on the vehicle, if there are any comments you can double click on the MOT test to view the details of the comments.
Goodwill Jobs
When an invoice is printed for a job that has a goodwill service department, the name of the service department will now show on the invoice.