How do I add parts to a workshop job using Platinum Online?

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Revision as of 11:06, 1 September 2015 by Katy Kitchen (talk | contribs) (See also)
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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


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Keywords AND Misspellings
workshop jobcard, parts, stock, mobile