Release Notes
16 May 2024
1 Bank Recon Recurring payments can be easily added to bank recon.
2 Journal Batches Amounts in unposted journal batches can be edited.
3 Stock cost Reserved parts retain their cost value even when new stock is received.
4 Counter sales Customer name, registration number and customer VAT number can be entered for counter sales.
5 Quote values Quote values are listing in open jobcard report and stock history.
6 Performance A number of changes have been made to improve the performance of AutoManage.
7 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
15 April 2024
1 Imports Customers, suppliers and stock can be imported into AutoManage.
2 Reserved stock Stock can only be reserved with a job number.
3 Credit management
    Added
  • Customer credit limits
  • Stop supply flag
4 Open Job Cards
  • Open job cards can be filtered by ref code
  • "Update Customer" added to job status options
5 Cash Counter Sales You can enter a customer name and VAT number on COD OTCs.
6 Booking Type "Fitment" added as a service type.
7 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
3 December 2023 - 1 March 2024
1 Bin Location Bin location has been added to quotes and to sort order in stock take.
2 Insurer Authorisation Insurers are now allowed to authorise a zero amount on the quote.
3 Improved Auditing More auditing of changes has been added to quotes and supplier invoices and payments.
4 Job Card Consent in compliance with POPIA has been added to the job card.
5 Air Con Regas Air Con Regas has been added to service types in bookings.
6 Cashbook Show number for batches and a sum for the batch in detail view.
7 Service Schedule More detail has been added for some service descriptions.
8 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
29 October - 2 December 2023
1 Vehicle Range Types We have introduced Range Types between Ranges and Models to make vehicles easier to find.
2 SMS Feedback Feedback can be requested from customers when printing invoices.
Speak to us if you would like to subscribe to SMS features.
3 Customer Invoice Acceptance Customer signature has been moved below Unauthorised Items to ensure that the customer signs off on work not done.
4 Insurer Authorisation Code The allowed length of the authorisation code increased to 38 characters.
5 Customer Listing Customer list can now be sorted by last invoice date or number of invoices.
6 Account and Stock Maintenance
    The following have been moved from Take On to Account and Stock Maintenance
  • Take On GRN
  • Zero Stock
  • Back Dated GRV
  • Back Dated GRN
Workshop Size has moved to Workshop Configuration
7 Internal Quotes Quote number included in listing.
8 Discovery Vitality Drive Quotes for Bosch workshops include new functionality to integrate with Discovery Vitality.
9 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
3 September - 28 October 2023
1 Stock Editor The stock editor has moved to Account & Stock Maintenance -> Stock Management.
2 Booking SMSs Warning if date or time changes after confirmation SMS has been sent.
3 Proforma Invoices Auditing has been added when proforma invoices are printed.
4 Stock Take Added filters to the stock take.
5 Job List Removed zero value for unauthorised quotes to avoid confusion.
6 Quote History Quote history can now be exported or printed.
7 Group Access Administrators of workshop groups can give their users access to the group.
8 OTCs OTC receipts can be viewed from the invoice.
9 Customer Statement Invoices can be viewed from the customer statement.
10 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
19 August 2023
1 Booking Time Time has been added to booking date.
2 Customer Receipts Invoices on receipts have links to open the invoice.
3 Invoice Discounts Invoice discounts are now allocated to the customer.
4 Counter Sales Bin number added to counter sale quote.
5 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
5 August 2023
1 Job Card The statement for customer's signature has been expanded.
2 Part and Item Creation Parts can be created from the part number search facility on the quote editor, and items from item search.
3 Quote Discounts A discount can be captured on a quote.
4 Insurer Invoices
  • Invoices with insurers/fleet managers have separated summaries
  • Discounts are now applied only to the customer
5 Service Categories Service categories are ordered alphabetically in drop-down delections.
6 Customer Title Customer title can now be left blank.
7 Goods Returned Note A note confirming receipt for supplier's signature has been added.
8 Payment Method Cheque has been change to Debit Card.
9 Estimate Note Notes regarding prices have been expanded.
10 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
13 June 2023
1 Customer's Vehicles Quotes can be created for a customer's existing vehicle.
2 Part Manufacturers You can record your own part manufacturers.
3 Part Creation Parts can now be created from Part Search in the Quote Editor.
4 Item Creation Quote items can now be created from Item Search in the Quote Editor.
5 Empty Counter Sales Discarded counter sales are automatically deleted after a week.
6 Date Filters Date filters are now more intelligent.
7 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
3 May 2023
1 Invoices Unauthorised items now have column headers.
2 Stores Created user role Stores.
3 Technicians Archived technicians are now hidden.
4 Stock Editor Added bin location filter to stock editor.
5 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
29 April 2023
1 Proforma Invoices Generate proforma invoices from the quote editor.
2 Operating Manual The latest version of the operating manual is available on the Support page.
3 User Access
  • Create new user role Stores.
  • Service Advisor 1 ex Adjust users can print work orders.
4 Job Card
  • Note added to customer job card - "Please retain this Job Card as proof that you are authorised to collect this vehicle".
  • Filter open job cards by team.
5 Bin Allocation
  • Bin number added to GRVs.
  • Bin number added to picking slips.
  • Order stock on hand by bin number.
6 Fuchs Fuchs is available as a part manufacturer.
7 Current Accounts Added the option of a fifth current account.
8 Unauthorised quote items
  • Removed superfluous columns from the Unauthorised section on quotes and invoices.
  • Removed Unauthorised section from OTCs.
9 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
11 March 2023
1 VIN Number The generic VIN number has been removed from the customer invoice.
2 Workshop Configuration Administrators can change various workshop configuration details.
3 Service Items Added service items sub-category to various report filters.
4 Stock on Hand Added bin number to the stock on hand report filter.
5 Journal Batches Removed the requirement for a description for each transcription.
6 Customer Invoices Added name and surname to customer sign off.
7 Takeon Administrators can delete taken-on invoices during takeon.
8 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
14 January 2023
1 Home Page Sub-menus can be selected directly on the home page.
2 Empty Bookings Bookings with neither customer nor vehicle are automatically cleared from booking list.
3 Sales by Category Service item category added to filter.
4 Model Name Confirm change of model name on quote to prevent accidental changes.
5 Take-On Sub-menus can be selected directly from Take-On.
6 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
10 December 2022
1 Supplier Login Your part suppliers can now login and use AutoManage to manage your orders. Speak to us for more details.
2 Combine Parts Duplicate parts can be combined in the Stock Editor.
3 Hide Parts Unused parts can be hidden in the Stock Editor.
4 Stock on Hand Filter Service Items by category.
5 Current Account 4 A fourth current account is available.
6 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
22 October 2022
1 User Management Existing Administrator users have been converted to Manager users with their access unchanged.
A new Administrator type has been created which has the same access as a manager, but can also create and edit user accounts.
2 Passwords Users can change their own passwords.
3 VAT Control Added more detail and figure inspectors to the VAT Control Summary.
4 VAT Adjustment Added the option of carrying forward the difference when capturing the VAT payment instead of creating an automatic adjustment.
5 Quote History Added Quote Ref Codes to quote history.
6 Lost Sales Comments captured for unauthorised items appear in the lost sales report.
7 Export Invoices Invoices can be exported to Excel.
8 Terms and Conditions Added note to 4.1 that vehicles may need to be driven as part of servicing procedure.
9 Payment Methods Added Comebacks and Own Vehicles.
10 Receipts
  • Added Invoice number to filter when capturing customer receipts.
  • Invoices can be opened when viewing the receipt.
11 Part History Part history can be exported.
12 Audit Trail The Audit Trail has moved to Reports. It is also being extended to cover more activity.
13 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
Earlier releases ...
AutoManage
Username
Password
Contact details
General and Vehicle Info Support
Danielle Hutton
Email support@autoestimate.co.za
Phone 021 911 3030
Administration and Login Support
Yvonne Robberts
Email admin@autoestimate.co.za
Phone 021 911 3030
General and Accounting Support
Chanell Robberts
Email chanell@autoestimate.co.za
Phone 021 911 3030
Operations and Accounts Support
Ingrid Kohler Carmichael
Email ingrid@autoestimate.co.za
Phone 021 911 3030
Cell 061 123 8227
Software Development
Doug Falconer
Email doug@autoestimate.co.za

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Future Developments
    There are several features in the pipeline
  • Supplier deposits
  • OTC credit notes
  • Attaching documents to a customer quote
  • Adding a third customer to a quote to cater for gap cover