Category:Hints and Tips
From Catalyst Knowledge Base
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The General Hints and Tips section is full of articles to allow you get the very best out of your software.
Pages in category "Hints and Tips"
The following 172 pages are in this category, out of 172 total.
C
- Can I add anything to tickets after invoicing?
- Can I add shortcuts to Platinum menus?
- Can I display my units on a large screen in my showroom?
- Can I view todays turnover for a site?
- Clearing any unprocessed transactions at a year end
- Configuring your virus protection for use with Platinum
- Context Sensitive Help
- Creating a depot order
- Creating a new unit
- Creating a new unit by copying an existing unit
- Creating a purchase order
- Creating a stock item
- Creating a Stock Sales Order
- Creating workshop jobs
- Creating workshop units
- Customising the Planning View in Logistics Management
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- How are eBay shipping costs imported?
- How can I change how Platinum creates accounts?
- How can I get Platinum to suggest alternative parts?
- How can I replace my missing Platinum icons?
- How can I Stop the 'Encourage Contact Data' Requests?
- How can I view only my units on Catalyst FindIt?
- How can I View the Total inc VAT in Add or Edit Sales Order?
- How can I Work out the Price excluding VAT?
- How do I account for VAT on unit deposits?
- How do I Add a Credit Card Charge?
- How do I Add a Mobile Number to Driver Details?
- How do I add a new currency?
- How do I Allocate a Credit Note to an Invoice?
- How do I Assign an Email Address to a User?
- How do I assign stock to my eBay listings?
- How do I change a tax code?
- How do I Change the Drive Letter of my Backup Device?
- How do I change the order of columns?
- How do I change the order of tabs?
- How do I Change the Size of the Text on my Report Results?
- How do I change the website used for locating addresses?
- How do I Charge for Carrier Bags?
- How do I check for stock supersessions when ordering?
- How do I check when I last had a Platinum update?
- How do I configure my logistics planning?
- How do I configure stock availability on my ecommerce website?
- How do I configure unit purchase order processing?
- How do I convert a batched item into a unit?
- How do I copy a unit?
- How do I copy customer details to a prospect?
- How do I create a landscape print record?
- How do I create a new driver?
- How do I Create a New Task in Tasks Outstanding?
- How do I create a new trailer?
- How do I create a new vehicle?
- How do I Create a Rate Table?
- How do I create a service checklist on a workshop job?
- How do I create a standard workshop job?
- How do I Create a Stock Adjustment Category?
- How do I create a unit purchase order?
- How do I create new methods of payment?
- How do I Create Non-Moving Items?
- How do I Create Standard Jobs in Logistics Management?
- How do I Deal with Bulk Oil?
- How do I deal with purchases from EU countries and V.A.T. reporting?
- 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 unwanted unit records?
- How do I delete old stock quotations?
- How do I Edit a Rate Table?
- How do I ensure commodity details print for specific customers?
- How do I enter a commodity code?
- How do I enter a session exchange rate?
- How do I enter todays date quickly?
- How do I exclude customers from bulk mailing?
- How do I exclude units from bulk mailing?
- How do I Export a Customer List?
- How do I Export a Supplier List?
- How do I find a customer?
- How do I find a supplier?
- How do I find unit sales order PDI/preparation jobs?
- How do I include images in emails?
- How do I invoice multiple jobcards?
- How do I Log whether a Job was Delivered Satisfactorily?
- How do I make a technician leave?
- How do I Make the Entry of Contact Details Mandatory?
- How do I order a unit for a customer?
- How do I output information from list boxes?
- How do I post road fund licence and registration fee as expenses?
- How do I Print a Chart?
- How do I Print a Pro-Forma in Sales Ordering?
- How do I print a satisfaction note for a workshop insurance job?
- How do I print a stock list?
- How do I process a unit purchase order?
- How do I produce a non-VAT invoice for a customer?
- How do I produce mailshot letters in Sales Prospecting?
- How do I produce two copies?
- How do I put a customer\supplier invoice on hold?
- How do I Put the Parts in a Kit Back Into Stock?
- How do I Reactivate a User?
- How do I reconcile foreign currency accounts?
- How do I record secure notes on a workshop job?
- How do I reset column positions?
- How do I reset tab positions?
- How do I resize my window in Platinum?
- How do I return a unit to a supplier?
- How do I run a workshop productivity report?
- How do I See All Documents rather than just Outstanding?
- How do I see all of a customer's units?
- How do I see the chart data?
- How do I send a printout to a file?
- How do I set a workshop job status automatically when I book out parts?
- How do I set a workshop job status automatically when I order parts?
- How do I Set Account Pricing for a Customer?
- How do I set up a fixed asset register?
- How do I set up currency translation?
- How do I set up Mandatory Attributes?
- How do I set up repetitive journals?
- How do I show a customer as deceased?
- How do I show freight and shipping charges on an invoice?
- How do I use an internal report as a range filter?
- How do I Use Rate Tables in Logistics Planning?
- How do I view an amount in a different currency?
- How do I view sales or purchase turnover for a period?
- How should I format unit sales text for my website?
- How to amend your payroll tax bands
- How to deal with sales to EU countries and V.A.T. reporting
- How to Get a Screen Print of any Screen in Platinum
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- What are the implications of selling a unit at zero cost?
- What browser should I be using with Platinum Online?
- What does the Account Summary Screen Show?
- What does the Customer Invoice Summary Screen Show?
- What does the Customer/Supplier Order Summary Screen Show?
- What is a general notes template?
- What is available stock?
- What is free stock?
- What is stock turn?
- What's the difference between search and filter?
- Whats this 'Open Link' on the options menu?
- Why are my stock levels wrong?
