Briggs have a programme in place where they will reimburse 50% of fees for any unit sold using Humm Finance. To avail to this reimburse you need to issue a tax invoice which Briggs will then credit parts account.

This can be modelled in c9 but it is a bit clumsy because of need to manage flows across creditor/debtor barriers. Some recent changes will make it easier in that they allow looser operations with things traditionally debtor/creditor.

To illustrate. Example sale, for $2000.  Humm charge $100, so Briggs will rebate $50.

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C9 will now generate miner report to fulfill reporting connected to Honda Bulletin SBMC1316.

To generate,  goto miner.  Select load standard query. Select the query under 'Honda' section called 'Service Record'.  Click process query and select reporting period.

Miner now allows you to query ordering and reserved parts.

In miner are 3 key entities:

• Orders.  : this represent orders generated in c9. e.g. Daily and Stock orders.  Also covers quick orders, reserved orders etc.
• Ordered Items: the items on order. i.e. the part numbers.
• Received orders.  This represent parts when they are received.  C9 treats orders and received orders separately, as a received order may contain items from multiple raised orders for example.

In miner are a couple of reports to get things started. Click on Load standard query. Two reports of interest:

The C9 system is increasingly becoming more sophisticated and intelligent in terms of its capacity to meaningfully crunch the business data it collects and provide meaningful feedback, for things such as recommended stocking levels and useful charts such as customer retention analysis.  Normally, c9 users need not worry about this, it is barney's headache (actually a hobby). But there are some areas you need to be aware of, that the information you are looking at needs to be considered in light of the underlying processes used to derive it.

Consider a chart report; customer retention. Here is such a report taken from live data.

Note the bit I have highlighted in green.  It appears as though retention is dropping off, but this is not necessarily so. It could be a statistical artefect.

Consider a customer who brings their bike in every 12 months for a service.  Their last service was 3 months ago. I run the customer retention report.  Obviously between 3 months ago and when he first become a customer he is counted as a retained customer. But what about today. In order to count him as a retained customer we need to assume that he will come back in 9 months.  The above c9 report does indeed do this, it looks at individual customers, their return rates and makes a prediction when he comes back.  If the customer comes back every 12 months like clock work then it is easy. But what happens if there is variance? i.e. he comes in after 9 months one year, 14 months the next etc etc.  c9 needs to be able to cope with this variance and make a reasonable prediction. But it is only a prediction; so the tail end of the graph is somewhat inaccurate. Also, consider customers c9 has only seen once, currently c9 lacks a means/model to make a guess whether or not they are new retained customers or once off customers only.    So never read too much into the tail end of a graph such as this one.

You have a special deal on boots and you want to let all customers who have brought boots in the past 6 months know by sending them either a email or a SMS message.

C9 allows you to do this via miner. Click on the link below to learn more

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Miner is a “query builder” for selecting particular data from the C9 database. A business like a motorcycle retail shop is a complicated business operation, and the information in your business interconnects in complex and subtle ways. Although c9 contains some 70 different reports and a number of other data access tools, such as graphical charting; sometimes more flexibility is required. Miner is a tool which allows you to extract information and the inter-relationship of information and it permits you to do things such as export it, print it or use it as a basis of a customer mailing list mail merge.

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The following explains how to use miner to get a list of all picked up jobs in a given date range.

1. Open Miner
Firstly from main menu open the miner screen.

2. Select Workshop Job
Make sure you have Workshop jobs option highlighted and then click on the <<Add Button

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