Carsinia Dealer Management System Release Version 3

Here you can find the release notes for Carsinia Web Based Dealer Software Version 3 focusing on Websites and Deals Management and Accounting.

Carsinia v3.3 is released on 3/2/2014.

  • SERVICE AND RECONDITIONING
    • New service module. Re-written manage parts, part orders, service orders and part sales
    • Ability to enter checks from insurance companies to compansate reconditioning costs
  • INVENTORY MANAGEMENT
    • Drag and drop user interface for organizing vehicle pictures
    • Ability to set year as unknown for vehicles
    • Re-signed image upload Java applet to get rid of warnings
    • Upgraded VIN decoding service
    • Added vehicle title no
    • Added vehicle odometer unit (miles or km) for European vehicles
    • New vehicle specifification fields that may override VIN decoding: Transmission, Transmission Manufacturer, Engine, Engine Manufacturer, Vehicle Type, Vehicle Class, Vehicle Category, Fuel Type, Suspension, Axles, Rear Axles, Horse Power
  • INTEGRATIONS
    • Backpage
    • Commercial Truck Trader
    • Equipment Trader
    • Cycle Trader
    • KSL (Utah)
    • Firstlook/Max picture uploads
    • Facebook/Twitter posts: re-post when a picture is uploaded or marketing comments are entered for the first time for a vehicle, support for multiple websites
    • Removed carsforsale.com integration
  • CRAIGSLIST
    • Re-signed image upload Craigslist applet to get rid of warnings
    • Ability to upload images instead of inline images
    • New supported categories: boats, RVs, general for sale, auto parts, business/commerical, farm and garden, materials, tools (by owner or dealer)
    • Craigslist posts with credit card payments (for paid categories like cars and trucks by dealer)
  • eBAY
    • Support for non-motors ebay categories
    • Upgraded API - re-written user interface and architecture
    • Ability to review and re-list posts (to refresh pictures when changed)
    • Bid notifications
    • Daily updates for bidders and leads
    • Ability to post at a scheduled time in the future
    • Ability to report vehicles posted to eBay
  • WEBSITES
    • Inventory search feature
    • Allow vimeo videos as well as youtube for vehicles
    • Vehicle pictures tab option to show bigger pictures without a slide show
    • Show sold vehicles on the website option (x days after sale)
    • Location specific credit application
    • Ability to upload a PDF document for a vehicle to display additional custom information
  • BHPH (BUY HERE PAY HERE) AND FINANCING
    • New financing engine: support for daily, weekly, bi-weekly, semi-monthly payments
    • Support for simple interest calculations (true daily earnings)
    • Minor bug fixes in payment frequency and loan calculations
    • New BHPH loans: manage customers, vehicles, payment plan and collect payments.
    • Due BHPH loans report
    • BHPH payment receipt
    • Manage customer references
    • Loan deferred down payments
  • DEALS
    • 3rd tax rate - specialty tax
    • Tax label option (e.g. Canada tax is called HST)
    • Email body, CC and BCC when emailing forms
    • Use user email address and user name for sender info when emailing forms
    • Added Floor Plan Interest costs to deals
    • Additional warranty info: company, days, odometer and description
    • Easier user interface for interest calculation (daily/monthly) and payment calculation methods
    • Ability to adjust loan rate from desired payment
    • Ability to override APR and payments for loans (when bank calculations do not match)
    • Default loan calculation method (legacy method or new engine)
    • Reduced ACV (Actual Cash Value) Complexity in Deals
  • CRM
    • Added license expiration date
    • Added Canadian states
  • FORMS
    • Florida forms: purchase agreement, retail installment contract, bill of sale, power of attorney, title application, odometer disclosure, Insurance Affidavit, Application for Temporary License Plate, Vehicle Air Pollution Control Statement, Vehicle Identification Number And Odometer Verification, Lien Satisfaction Form, Notice of Lien Application, Reassignment Supplement to Certificate of Title, Duplicate Title Application
    • Mississippi forms: purchase agreement, retail installment contract, Odometer disclosure, Power of Attorney, Title Application (dot matrix), Application for Replacement Certificate of Title, Used vehicle disclosure statement, Right to repo form, Voluntary repo form
    • South Dakota forms: purchase agreement, retail installment contract, bill of sale, odometer disclosure, registration form, duplicate title application, UCC 1 form, damage disclosure form, power of attorney
    • Utah forms: Bill of sale, UFCU Membership Application, UFCU Insurance Agreement, updated AFCU form, Tax Exemption Certificate
    • Ohio forms: Purchase agreement, Retail Installment Contract, Vehicle Registration, Power of Attorney, Out of state affidavit, Certificate of Exemption, Interstate commerce statement
    • Michigan forms: retail installment contract,
    • Texas forms: Lobel Financial Optional Product Disclosure: Debt Cancellation Agreement & GAP Waiver, Retail Installment Contract with Late Fee and Arbitration
    • Arizona forms: purchase agreement, retail installment contract, Dealer Acquisition Contract, Self Insurance Application, De-insured certificate, Consent to Release vehicle record (general), Consent to Release vehicle record (onetime), Non-commercial use certificate, Bill of sale, Statement of Error, Sold notice, Registration, Power of Attorney, Power of Attorney with Odometer disclosure
    • Nebraska forms: purchase agreement, vehicle Registration, Duplicate title application, Odometer disclosure, Power of Attorney, Bill of Sale
    • California forms: Updated California DMV Registration, Title Transfer, Release Of Liability, Title Release, Consignment and Sales Agreement form
    • Ability to show financing information in purchase agreements
  • REPORTS
    • Converted all operational vehicle lists to use the new flexible list class with optional field configurations and filters
    • Purchase and sale date filters in vehicles report
    • User level settings for reports (for user specific customizations)
  • ACCOUNTING
    • Bug fixes in Quickbooks export with memo export, loan payments to bank, lien payments
    • Added VIN last 4 digits in Quickbooks export memos
    • Mark transactions that cannot be export as red in Quickbooks export
  • EMAIL
    • Minor bug fix in security system to defend for extremely fast SMTP attacks
    • Webmail bug fix for IE10 - scroll bar was not working - fixed

Carsinia v3.2 is released on 11/14/2012.

  • RECONDITIONING: Assigned employee, estimated cost and hours spent for reconditioning work and service labor.
  • INVENTORY MANAGEMENT: Vehicle transmission information easier update, cash and wholesale price options. Email picture uploader. Floor plan lender limits.
  • INTEGRATIONS: Facebook, Twitter, Firstlook/Max 3.0, VINAudit, Cars.com multiple location options.
  • CRAIGSLIST: Site tokens for showing posting sales person name in ad, neighborhood support for San Francisco, unrequired captcha handling.
  • WEBSITES: NMVTIS PDF report uploads, primary domain selection.
  • CRM: Timezone parameter for clients to show email times from CRM correctly.
  • DEALS: Second tax rate with 5 digits accuracy. Bug fixes regarding ACV (Actual Cash Value), trade price being more than sale price, amount financed being smaller than balance on trade. Personal loan flag for not checking loan parameters.
  • FORMS: Agreement to provide insurance, OFAC Statement, License Plate Reimbursement, Purchase Contract Addendum, Motor Vehicle Warranty Disclaimer and lots of more new forms and updates. Purchase order enhancements.
  • REPORTS: Default reserve payment, reserve commission, sales commission formulas. Estimated profit report. Participation payments report.
  • ACCOUNTING: Quickbooks export with filters. Quickbooks account export.

Carsinia v3.1 is released on 01/14/2012.

  • Enhanced security with automatic detection of hackers and firewall updates to ban incoming IPs.
  • Multiple locations for Autotrader
  • DEALER WEBSITES CHANGES: Location filter and display for dealers with multiple locations. Joint credit application. Website special price different from other online avenues like Craigslist, Autotrader, etc.
  • Separated License and registration fees.
  • Custom fields with free text values.
  • Physical Damage Insurance - enter in deals, manage insurance companies and agents.
  • Deal wizard equal payments option. Show first payment date instead of odd days. Lender first payment option: 30 days, 1 month, 45 days.
  • New fields: Location Dealer Number, Sales person's license number, Plate number, Actual Cash Value (ACV), county in customer addresses.
  • Uncontract and recontract deals.
  • Deal configurations: preset tax rates and fees. Customizable per location. California counties tax rates are automatically synced daily.
  • Output all forms in PDF with flatten option for iPad. PDF option for NCR form outputs. Form groups: automatically combine multiple forms and view or email binder.
  • Performance and usability enhancement in deal wizard: each tab is a separate screen. Re-organized structure tab.
  • New California forms: Registration, Duplicate title app, Notice of transfer, Title Release, Power of attorney, Retail purchase agreement, Application for plates, Statement of Error, Statement of Facts, Vehicle Transfer Form 262, Report of Sale Form 51, Optional Goods and Services Disclosure, Contract Cancellation Option
  • New Colorado forms: Registration, Secure and Verifiable ID, Limited Power of Attorney, Evidence of Insurance, Statement of one in the same, Supplemental identification information, Statement of fact, Statement of Transfer, VIN Inspection, Non-Use or Out of state insurance , Duplicate title, Rebuilt from Salvage Disclosure
  • New Credit Union forms: Alpine Credit Union App, America First Credit Union App, America First Credit Union Insurance, Cyprus Credit Union Membership App, Cyprus Credit Union Insurance, Cyprus Credit Union Credit App, Mountain America Credit Union Membership Application, Mountain America Credit Union Truth in Savings Disclosure, Mountain America Credit Union Notice to Provide Insurance
  • New standard forms: Privacy Notice, Disclosure of Credit Bureau, Authorization to Release Payoff Info, Guarantee of Title , Notice to Co-Signer, Power of Attorney, We Owe Document, IRS Form 8300
  • Other forms and fixes: Michigan GMAC/Ally retail installment contract, Wolters Kluver Utah retail installment contract, New York Community bank contracts
  • New fields in vehicle export: Buyer company, first name, middle name, last name, address, state, zip, phone, Seller company, first name, middle name, last name, address, state, zip, phone, Vehicle entry date, first arrival date, Model, Trim, Stock #, color, Transmission, Drive train, Engine, Temporary Permit Cost, Registration Cost, GAP Cost, Service Contract Cost, Participation Payments, Participation Payments Commission, Total direct payment amount, last direct payment date, last check number, last check deposit date, Finance date, loan lender, loan amount, payment through loan amount, payment through loan date, Total Payments Required, total Payments Made, Outstanding Balance

Carsinia v3.0 is released on 10/15/2011.

  • SERVICE AND PART SALES: Wholesale and retail price fields added to parts. It is now possible to record part sales and servicing info. Parts used in service can be added as well as labor. Service and part sale invoice can be printed.
  • RETAIL INSTALLMENT CONTRACTS FROM WOLTERS KLUVER: We can now setup Wolters Kluver retail installment contracts for your account. Printing per deal is $3 with $200 setup.
  • GENERIC RETAIL INSTALLMENT CONTRACTS: It is now possible to print generic and configurable retail installment contracts from Carsinia like purchase contracts.
  • DEAL AND FORM ENHANCEMENTS: In NCR forms, empty strings and zero dollars can be replaced automatically with N/A. Dollar amounts can be right aligned with a particular width. New fields are available in NCR forms. MSRP is added to the deals. California Bill of Sale is added to the form library.
  • Accounting module work has started. Account management and chart of accounts are being developed.
  • ONLINE MARKETING ENHANCEMENTS: Editing marketing info is now easier. Carfax reports can be uploaded in PDF format and displayed on your website. The website contact emails reply to address is now the sender.
  • CRAIGSLIST ENHANCEMENTS:
    • Image Hosting: Generated image width is randomized and alternative text is added. Redirect proxies can be used for tracking and generated images. The redirect proxy domain names can be automatically randomized with top level domain chosed from more than 20 domains.
    • Tokens and text processing: New characters are added to special token. Unique text token and 2 digit year tokens are now allowed in title. Unique paragraph token can be generated from search engines based on vehicle info. Unique paragraph token can be generated from CNN. Popular words token choses 20 to 40 words that are used in more than 100 posts to balance unique and safe words.
    • Posting enhancements: It is now possible to post to by owner section. Parallel post is in beta. Craigslist email verification can be handled gracefully during posts. Captcha submission via enter key.
    • Craigslist posts are now automatically attemtped to be renewed.
    • Reporting enhancements: Craigslist ghosting probability modeling - ghosting probability is shown for an account based on basic account and ip probabilities. Ghosting rate reporting per day.
    • Lots of bug fixes in posting, verification handling, error handling and captcha handling.
  • Minor bug fixes in purchase contract, NCR forms, texas registration and title forms, credit reports, floor plans, purchase and sales screens
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