Difference between revisions of "How do I add parts to a workshop job using Platinum Online?"

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** 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.
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{{Note|text=If you select an item which is not in the list of matching parts it will be added to the Job as a descriptive line, with no prices set. This will need to be checked and amended to make sure an actual stock code is booked to the job before it is invoiced. To highlight this to the Workshop Manager see ''Setting a Problem Status'' below.}}
  
 
{{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.}}  
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== Setting a Problem Status ==
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The Status of a Job can alter when a technician adds a part which doesn't exist on the system.  This is a parameter which can be set in  {{Menu|{{WS}}|Maintenance Options|Parameters|Real Time Labour Entry}}.
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* Enter a Status in {{DataPrompt|Status for Remote Job Alert}}  or press {{KeyPress|Ctrl-F1}} to search for it.
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{{Note|text=If a status doesn't exist then you can [[How do I Add/Edit a Job Status?|create]] one.}}
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=== Why does Platinum Mobile not list some of my Parts? ===
 
=== Why does Platinum Mobile not list some of my Parts? ===

Revision as of 13:03, 1 September 2015

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

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.
If you select an item which is not in the list of matching parts it will be added to the Job as a descriptive line, with no prices set. This will need to be checked and amended to make sure an actual stock code is booked to the job before it is invoiced. To highlight this to the Workshop Manager see Setting a Problem Status below.
Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job.

Setting a Problem Status

The Status of a Job can alter when a technician adds a part which doesn't exist on the system. This is a parameter which can be set in " Workshop Maintenance Options Parameters Real Time Labour Entry".

  • Enter a Status in "Status for Remote Job Alert" or press <Ctrl-F1> to search for it.
If a status doesn't exist then you can create one.


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


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Keywords AND Misspellings
workshop jobcard, parts, stock, mobile
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