Difference between revisions of "How do I add parts to a workshop job using Platinum Online?"
From Catalyst
m |
Dave Laundon (talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | |||
== Summary == | == Summary == | ||
| − | This article explains how to add parts to a Workshop Job using | + | This article explains how to add parts to a Workshop Job using {{PlatinumOnline}}. |
| − | |||
| − | |||
== More Information == | == More Information == | ||
| − | * Select the | + | * Select the {{PlatinumOnline}} icon from your Home screen. |
| − | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} | + | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} log in details. |
| − | {{Note|text=To check/set up your | + | {{Note|text=To check/set up your {{PlatinumOnline}} log in details, click [[How do I connect to my Platinum Online?|here]].}} |
| − | * All Jobs your system is [[How do I record labour in the workshop using Platinum | + | * Go to {{Menu|Workshop|Technician Activity}}. |
| + | * All Jobs your system is [[How do I record labour in the workshop using Platinum Online?#Settings|configured]] to display will be listed on screen. | ||
* Select the Job you wish to add a part to. | * Select the Job you wish to add a part to. | ||
| + | * Find the {{Menu|Job Parts}} section. | ||
* Select {{Button|Add Part}}. | * Select {{Button|Add Part}}. | ||
* Either: | * Either: | ||
| Line 18: | Line 17: | ||
** Enter the exact Part Number and press {{Button|Go}} or {{Button|Add Part}}. The item will be automatically booked to the Job. | ** Enter the exact Part Number and press {{Button|Go}} or {{Button|Add Part}}. The item will be automatically booked to the Job. | ||
** Enter part of the item description or part number. Press {{Button|Go}} or {{Button|Add Part}}. | ** Enter part of the item description or part number. Press {{Button|Go}} or {{Button|Add Part}}. | ||
| − | ** Any items matching the search text will be listed | + | *** Any items matching the search text will be listed. |
| − | ** | + | *** Select the item you want to add. |
{{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.}} | {{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.}} | ||
| Line 31: | Line 30: | ||
* Enter a Status in {{DataPrompt|Status for remote job alert}} or press {{KeyPress|C-F1}} to search for it. | * Enter a Status in {{DataPrompt|Status for remote job alert}} or press {{KeyPress|C-F1}} to search for it. | ||
| − | {{Note|text=If a status doesn't exist then you can [[How do I add or edit a | + | {{Note|text=If a status doesn't exist then you can [[How do I add or edit a workshop job status?|create]] one.}} |
| + | |||
| + | == Why does Platinum Online not list some of my Parts? == | ||
| − | + | {{PlatinumOnline}} downloads the first {{DataValue|1000}} items that are in stock at the technicians's default depot and stores them for offline use. | |
| − | + | If the device is offline when you are adding parts, then only the 1000 stored parts can be searched when finding a part. | |
== Why can't I enter a quantity? == | == Why can't I enter a quantity? == | ||
If you don't see any quantity fields, or you cannot click on them and they are greyed out, then your Platinum System is out of date and needs to be updated to enable them. To update Platinum, please see [[Downloading a Platinum update]]. | If you don't see any quantity fields, or you cannot click on them and they are greyed out, then your Platinum System is out of date and needs to be updated to enable them. To update Platinum, please see [[Downloading a Platinum update]]. | ||
| − | == Synchronising Platinum | + | == Synchronising Platinum Online == |
| − | + | {{PlatinumOnline}} will use your internet connection periodically to update your Workshop system. To force the system to refresh and update: | |
| − | * Go to the {{Tab|Activity | + | * Go to the {{Tab|Technician Activity}} screen. |
| − | * | + | * Select {{Button|Refresh}}. |
== Log Out == | == Log Out == | ||
| − | At the end of each day you should log out of | + | At the end of each day you should log out of {{PlatinumOnline}}. |
| − | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Activity | + | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Technician Activity}}. |
* Select {{Button|Logout}}. | * Select {{Button|Logout}}. | ||
== See also == | == See also == | ||
* [[How do I connect to my Platinum Online?]] | * [[How do I connect to my Platinum Online?]] | ||
| − | * [[How do technicians connect to Platinum | + | * [[How do technicians connect to Platinum Online?]] |
* [[Adding pictures]] | * [[Adding pictures]] | ||
| − | * [[How do I add pictures to a workshop job using Platinum | + | * [[How do I add pictures to a workshop job using Platinum Online?]] |
| − | * [[How do I add notes to a workshop job using Platinum | + | * [[How do I add notes to a workshop job using Platinum Online?]] |
| − | * [[How do I record labour in the workshop using Platinum | + | * [[How do I record labour in the workshop using Platinum Online?]] |
| − | {{KB_Tags|workshop jobcard, parts, stock, | + | {{KB_Tags|workshop jobcard, parts, stock, online, app}} |
{{FAQ}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} | {{FAQ}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Revision as of 15:09, 16 April 2019
Contents
Summary
This article explains how to add parts to a Workshop Job using Platinum Online.
More Information
- Select the Platinum Online icon from your Home screen.
- Enter your 'Online ID' and 'Password' log in details.
 | To check/set up your Platinum Online log in details, click here. |
- Go to " Workshop Technician Activity".
- All Jobs your system is configured to display will be listed on screen.
- Select the Job you wish to add a part to.
- Find the " Job Parts" section.
- 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.
- Select the item you want to add.
| 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.
Goto " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for "status remote".
- 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 Online not list some of my Parts?
Platinum Online downloads the first '1000' items that are in stock at the technicians's default depot and stores them for offline use.
If the device is offline when you are adding parts, then only the 1000 stored parts can be searched when finding a part.
Why can't I enter a quantity?
If you don't see any quantity fields, or you cannot click on them and they are greyed out, then your Platinum System is out of date and needs to be updated to enable them. To update Platinum, please see Downloading a Platinum update.
Synchronising Platinum Online
Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Technician Activity] screen.
- Select [Refresh].
Log Out
At the end of each day you should log out of Platinum Online.
- Select the 3 bars () to the left of [Technician Activity].
- Select [Logout].
See also
- How do I connect to my Platinum Online?
- How do technicians connect to Platinum Online?
- Adding pictures
- How do I add pictures to a workshop job using Platinum Online?
- How do I add notes to a workshop job using Platinum Online?
- How do I record labour in the workshop using Platinum Online?
