The Sales Ledger Import routine has now been updated to give the ability to generate an invoice and automatically email this to the customer. This is useful for importing and invoicing monthly Maintenance Plan invoices from a spreadsheet list. To do this, do not include the Invoice_No or Ref fields and include a field called "Email_Invoice" containing "Y". The Sales Ledger account will need a default email address to email to.
Navigator will now automatically print a copy of the Vehicle Health Check with the customer invoice.
Navigator now supports payment requests using Open Banking Payment Initiation. Payments can be requested via an email link from both Sales and Service with the customer simply biometrically confirming the transfer through their online banking using fingerprint or face id. Payments are automatically, instantly transferred into the Dealer's bank account and posted to Navigator. Merchant fees vary on transaction size, but are a maximum of 0.3% (approximately 75% less than taking a credit card in house and up to 90% less than an online credit card payment),
Contact your Customer Success Manager to set up - this is simple and requires no references (you just need access to online banking on your bank account and a Director to provide personal ID)
The Navigator Cash Book can now be integrated with a dealer's bank account using Open Banking. This allows download of a bank statement from your bank and on screen matching and processing of the transactions. Navigator will remember transactions from previous bank statements to allow one-click Cash Book Entries or links to suppliers to be made.
In addition, any GoCardless transactions are automatically looked-up and the supplier details added to the transaction to ease reconciliation. This is a free of charge add-in - please contact your Customer Success Manager for details.,
Navigator now supports built in Finance quotations - for both new and used vehicles, with multiple finance company options - as part of Sales 360. This includes the ability (for most finance companies) to submit a finance proposal and receive integrated updates on the subsequent progress of this. This means that the full finance process can be completed within Navigator, with only the finance agreement signing being done outside. (The actual availability of this depends on the Finance company but most are supported in some way!)
Please contact your Customer Success Manager for details
Navigator now supports the new Distrigo 2.0 interface from Stellantis. This is of particular interest to Fiat, Abarth, Alfa Romeo and Jeep dealers as this will replace the existing FCA group interfaces as the parts logistics is integrated into the Stellantis Distrigo Logistics. Please contact your Customer Success Manager to discuss implementation of this.
The new Customer Data Watch service is now available in Navigator. This consists of an initial cleanse of customer records which will update deceased and gone away records and then allows regular updates to be performed as necessary. This is part of the Navigator Data Cleanse suite and you should discuss options with your Customer Success Manager,
The Advertising Tab on the vehicle record has been updated so that it is simpler to use and an advert created more quickly. For uses of Autotrader Connect with Navigator, there is now no need to access a separate screen to create the Autotrader advert - it is integrated into the new advertising screen. Vehicle specification can either be built from the standard Navigator list, from Autotrader for this using Connect or from CAP Extended database (for those that subscribe to this option).
This means that advertising a vehicle online can be as simple as adding a Headline, a description and clicking "Advertise".
Many dealers and franchises are requiring separation of Labour Sales between ICE and Electric Vehicles. In addition, many dealers desire a different labour rate for Electric Vehicles. This update allows extra Retail labour rates to be created in Workshop Parameters for different Customer Workshop Categories.
In addition it is possible to assign a Workshop Category to a vehicle rather than to a customer - the Vehicle Category will override the category on the customer record.
When making a workshop booking or during the processing of the workshop job, the workshop vehicle category is displayed and can be changed - this will update the category on this vehicle only and the work will be reported, accounted and priced based on that category.
Whilst designed for splitting EV/ICE sales, it can have many other similar uses.
The Hyundai and Kia systems have been updated so need files with a different file suffix when imported a stock order from Navigator. This update changes the suffix so that the franchise system can find it easier. The location of the file has also been updated to the Documents folder in Windows,