Difference between revisions of "How do I add parts to a workshop job using Platinum Online?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article explains how to add parts to a Workshop Job using Platinum Mobile. == More information == * Select...") |
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* Enter your {{DataValue|Online ID}} and {{DataValue|Password}} - these are the same details as your Platinum Online log in details. | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} - these are the same details as your Platinum Online log in details. | ||
| − | {{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]]}} | + | {{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]].}} |
* All Jobs scheduled for today will be listed on screen. | * All Jobs scheduled for today will be listed on screen. | ||
| Line 19: | Line 19: | ||
** Any items matching the search text will be listed under {{Tab|Matching Parts}}. | ** Any items matching the search text will be listed under {{Tab|Matching Parts}}. | ||
** Press the {{Button|+}} symbol next to the item you want to select. | ** Press the {{Button|+}} symbol next to the item you want to select. | ||
| − | |||
{{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job.}} | {{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job.}} | ||
| − | == Why does Platinum Mobile not list some of my Parts? == | + | === Why does Platinum Mobile not list some of my Parts? === |
| − | Platinum Mobile downloads the first 1000 items that are in stock at the technicians's default depot. | + | Platinum Mobile downloads the first {{DataValue|1000}} items that are in stock at the technicians's default depot. |
| − | == Synchronising Platinum Mobile == | + | === Synchronising Platinum Mobile === |
Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update: | Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update: | ||
* Go to the {{Tab|Activity Manager}} screen. | * Go to the {{Tab|Activity Manager}} screen. | ||
* Swipe down the screen. You should see a message saying {{DataValue|Updating}}. | * Swipe down the screen. You should see a message saying {{DataValue|Updating}}. | ||
| − | == Log Out == | + | === Log Out === |
At the end of each day you should log out of Platinum Mobile. | At the end of each day you should log out of Platinum Mobile. | ||
* Select the 3 bars to the left of {{Tab|Activity Manager}}. | * Select the 3 bars to the left of {{Tab|Activity Manager}}. | ||
Revision as of 15:05, 20 August 2015
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
This article explains how to add parts to a Workshop Job using Platinum Mobile.
More information
- Select the Platinum Mobile Icon from your Home screen.
- Enter your 'Online ID' and 'Password' - these are the same details as your Platinum Online log in details.
 | To check/set up your Platinum Online log in details, click here. |
- All Jobs scheduled for today will be listed on screen.
- Select the Job you wish to add a part to.
- Select [Add Part].
- Either:
- Scan the item Barcode. The item will be automatically booked to the Job.
- Enter the exact Part Number and press [Go] or [Add Part]. The item will be automatically booked to the Job.
- Enter part of the item description or part number. Press [Go] or [Add Part].
- Any items matching the search text will be listed under [Matching Parts].
- Press the [+] symbol next to the item you want to select.
 | Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job. |
Why does Platinum Mobile not list some of my Parts?
Platinum Mobile downloads the first '1000' items that are in stock at the technicians's default depot.
Synchronising Platinum Mobile
Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Activity Manager] screen.
- Swipe down the screen. You should see a message saying 'Updating'.
Log Out
At the end of each day you should log out of Platinum Mobile.
- Select the 3 bars to the left of [Activity Manager].
- Select [Logout].
See also
- How do my Technicians Connect to Platinum Mobile?
- Installing Platinum Mobile
- How do I Add Pictures to a Workshop Job using Platinum Mobile?
- Creating Workshop Jobs
