Category:Knowledge Base
From Catalyst
The Platinum Knowledge Base is a collection of articles on how to get the best from your Platinum Software.
Subcategories
This category has the following 2 subcategories, out of 2 total.
Pages in category "Knowledge Base"
The following 200 pages are in this category, out of 1,851 total.
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- How do I check when I last had a Platinum update?
- How do I Check who a Loyalty Card belongs to?
- How do I choose how to contact a customer through the Retention Centre?
- How do I claim employment allowance?
- How do I Clear Down Logistics Jobs?
- How do I clear down stock history?
- How do I clear Highlighted Locked Users?
- How do I clear locked users?
- How do I cleardown customer or supplier transaction history?
- How do I close a payroll period?
- How do I configure a USB barcode scanner for workshop use?
- How do I configure a USB barcode scanner to allocate barcodes?
- How do I configure colours?
- How do I configure defaults for my online orders?
- How do I configure emails from my ecommerce website?
- How do I configure my logistics planning?
- How do I configure service defaults for a unit manufacturer?
- How do I configure service defaults for a unit model?
- How do I configure stock availability on my ecommerce website?
- How do I configure the order my employees appear?
- How do I configure the Retention Centre?
- How do I configure unit purchase order processing?
- How do I configure user access to account properties?
- How do I connect to my Platinum Online?
- How do I connect to the Clover device
- How do I control account security on my ecommerce website?
- How do I control the number of messages the Retention Centre sends?
- How do I convert a batched item into a unit?
- How do I convert a prospect into a customer?
- How do I convert my model codes to Catalyst standard model codes?
- How do I copy a Logistics job
- How do I Copy a Rate Table?
- How do I Copy a Stock Code?
- How do I Copy a Task?
- How do I copy a unit?
- How do I Copy Account Pricing from a Customer to Another?
- How do I copy customer details to a prospect?
- How do I correct a journal?
- How do I create a booking item type?
- How do I create a booking status?
- How do I create a company unit record?
- How do I Create a Contact Reason Code?
- How do I Create a Contact Type?
- How do I create a custom Retention Centre action?
- How do I create a customer turnover report?
- How do I create a department in Platinum Payroll?
- How do I Create a Diary Appointment Type?
- How do I create a diary appointment?
- How do I create a dynamic E-Mail?
- How do I create a dynamic SMS message?
- How do I create a hire item activity type?
- How do I create a hire item status?
- How do I create a hire item?
- How do I create a hire price plan?
- How do I create a landscape print record?
- How do I create a logistics job?
- How do I create a logistics load?
- How do I create a long term booking?
- How do I Create a New Attribute Category?
- How do I create a new driver?
- How do I create a new print record?
- How do I create a new prospect?
- How do I Create a New Status?
- How do I Create a New Stock Depot?
- How do I Create a New Task in Tasks Outstanding?
- How do I create a new trailer?
- How do I create a new Unit Sales finance company?
- How do I create a new vehicle?
- How do I create a nominal code?
- How do I create a nominal group?
- How do I Create a Pricing Matrix for a Customer?
- How do I Create a Pro-Forma Invoice?
- How do I create a prospect using Platinum Online?
- How do I create a quotation for a prospect?
- How do I Create a Range of Stock?
- How do I Create a Rate Table?
- How do I create a report column?
- How do I create a report sort order?
- How do I create a sales or purchase centre?
- How do I create a service checklist on a workshop job?
- How do I Create a Standard Message?
- How do I create a standard workshop job?
- How do I Create a Stock Adjustment Category?
- How do I create a stock list report?
- How do I create a stock quotation?
- How do I create a supplier balance report?
- How do I create a unit manufacturer?
- How do I create a unit purchase order?
- How do I create a unit quotation from a prospect?
- How do I create a unit status?
- How do I create a unit stock list report?
- How do I Create a V.A.T. Only Transaction?
- How do I create a warranty account?
- How do I create a workshop estimate?
- How do I create a workshop job list report?
- How do I create a workshop job status?
- How do I create a workshop job using Platinum Online?
- How do I create a workshop warranty job?
- How do I create additional PDI workshop job choices?
- How do I create an attribute category?
- How do I create an employee in the payroll?
- How do I create an insurance workshop job?
- How do I create an internal account?
- How do I create analysis codes?
- How do I create new methods of payment?
- How do I Create Non-Moving Items?
- How do I create or amend tasks to be done for a unit handover?
- How do I create or edit workshop labour rates?
- How do I create payroll attachments?
- How do I Create Post Delivery Problem Codes?
- How do I create problem codes for workshop advisories?
- How do I create prospect interest categories?
- How do I create prospect interests?
- How do I create quick sale buttons?
- How do I create quick text for workshop jobs?
- How do I create regular invoices?
- How do I create remedy codes for workshop advisories?
- How do I Create Sales Order Picking Bins?
- How do I create special offer prices in Booking & Hire?
- How do I Create Standard Jobs in Logistics Management?
- How do I create technicians?
- How do I create workshop job types?
- How do I Create/Amend Order Labels?
- How do I Create/Amend Stock Labels?
- How do I Credit a Logistics Job?
- How do I credit a unit purchase invoice?
- How do I credit a unit?
- How do I credit a workshop invoice?
- How do I credit items sold at a previous V.A.T. rate?
- How do I customise hire price rates?
- How do I customise my booking agreement documents?
- How do I customise my eBay Motors Pro listings?
- How do I customise pricing in Booking & Hire?
- How do I customise text on my booking and security invoices?
- How do I customise the customer booking process?
- How do I deactivate a user?
- How do I deal with a customer booking enquiry?
- How do I deal with a part exchange that arrives early?
- How do I deal with a stock write down?
- How do I deal with an early return from maternity\paternity leave?
- How do I deal with betterment?
- How do I deal with brokerage deals in Unit Sales?
- How do I deal with budgeting in Platinum?
- How do I Deal with Bulk Oil?
- How do I deal with company loans?
- How do I Deal with Consumables?
- How do I deal with contras?
- How do I deal with credit charges?
- How do I deal with cycle to work schemes?
- How do I Deal with Debt Chasing?
- How do I Deal With Delivery Charges?
- How do I deal with dividends in accounts?
- How do I deal with dividends in Platinum Payroll?
- How do I deal with finance settlement on a unit?
- How do I deal with finance subsidies?
- How do I deal with fitted options on units?
- How do I deal with fixed asset disposals?
- How do I deal with fixed asset purchases?
- How do I deal with Gift Vouchers?
- How do I deal with manufacturer deposit contributions?
- How do I deal with purchases from EU countries and V.A.T. reporting?
- How do I deal with redundancy in the payroll?
- How do I deal with removing items from units?
- How do I deal with retail, internal, warranty & sales workshop jobs?
- How do I deal with returning a unit to a supplier?
- How do I deal with sale or return parts?
- How do I deal with sale or return units?
- How do I Deal With Self Billing Invoices in Logistics Management?
- How do I deal with service contracts?
- How do I deal with settlement of financed clothing?
- How do I deal with shared parental leave?
- How do I deal with sub-contract work in the workshop?
- How do I deal with the death of an employee?
- How do I deal with the VAT on static caravans?
- How do I Deal with Tips in Platinum?
- How do I deal with underpayments?
- How do I deal with unit preparation/PDI?
- How do I deal with unit storage?
- How do I deal with unwanted unit records?
- How do I deal with used unit funding?
- How do I deal with VAT on imports?
- How do I deal with warranty variance?
- How do I deal with workshop warranty payments?
- How do I deal with Yamaha warranty?
- How do I Delete a Logistics Job?
- How do I delete a range of stock?
- How do I delete a saved delivery address?
- How do I delete a stock code?
- How do I delete a vehicle cost category?
- How do I Delete Account Pricing from my Accounts?
- How do I delete an advisory?
- How do I delete customer or supplier accounts?
- How do I delete old stock quotations?
- How do I delete spaces from barcodes?
- How do I delete unit sales finance rates?
- How do I delete vehicle costings?
- How do I disable options for Platinum Online?
- How do I dispatch sales orders via a shipping service?
- How do I Display Drivers Mobile Numbers on the Planning Screen?
- How do I Do a Refund in Invoicing & Customer Orders?