Difference between revisions of "Articles"

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* Login to the Knowledge Base and press the {{Button|edit}} button, add your page name to the list below (order does not matter) in between ''[[<your page name>]]'' below.
 
* Login to the Knowledge Base and press the {{Button|edit}} button, add your page name to the list below (order does not matter) in between ''[[<your page name>]]'' below.
 
* Save the page.
 
* Save the page.
−
* Click on the <span style="color:red">''Red''</span> link you have created to start creating your page.
+
* Click on the {{Red|Red}} link you have created to start creating your page.
−
* '''Follow''' the rules outlined in the [[http://thrash/mediawiki/index.php?title=Writing_Knowledge_Base_Articles guide]] for how to write your article.
+
* '''Follow''' the rules outlined in the [[https://wiki.office.catalyst-uk.com/kb/Writing_Knowledge_Base_Articles guide]] for how to write your article.
  
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
  
 
== Knowledge Base ==
 
== Knowledge Base ==
−
Articles in <span style="color:red">''red''</span> have yet to be written, artciles in <span style="color:blue">''blue''</span> have already been written and their entry here can be removed.
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Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
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*[[Selling a Vehicle]]
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* [[Special:Wantedpages|Empty Pages]].
−
*[[What should I consider at month end?]]
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* [[:Category:Under Development|Articles Under Development]].
−
*[[How do I send a Standard SMS Message from Platinum?]]
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* [[:Category:Update|Out of Date Articles]].
−
*[[How do I find a customer?]]
+
 
−
*[[How do I print address labels?]]
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=== Title Suggestion ===
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*[[How do I Refund a Stock Deposit?]]
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When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
−
*[[How do I Refund a Vehicle Deposit?]]
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−
*[[How do I set up a New User?]]
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{{note|text=
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*[[Creating Workshop Jobs]]
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* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
−
*[[How do I find a customer?]]
+
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
−
*[[Creating a new Part Number]]
+
}}
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*[[Posting Purchase Invoices]]
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*[[Selling Parts over the Counter]]
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* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
*[[Paying Suppliers]]
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* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
*[[Posting Journals]]
+
 
−
*[[How do I find a Sales/Purchase Ledger Number?]]
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==== Suggestions from Programming! ====
−
*[[How do I find a Nominal Ledger Number?]]
+
 
−
*[[Stock Integration to the Nominal Ledger]]
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=== Title Confirmed ===
−
*[[Vehicle Integration to Nominal Ledger]]
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* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
*[[How do I add more description to a Workshop Job?]]
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
*[[How do I find Vehicle Sales Order PDI/Prep jobs?]]
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
*[[What Parts do I need to Order?]]
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* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
*[[How do I get a Valuation of Parts?]]
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* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
*[[How do I get a Valuation of Vehicle Stock?]]
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* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
*[[How do I Order Parts for a Workshop Job?]]
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* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
*[[Creating a Data Import Template]]
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* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
*[[Creating a Purchase Order]]
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* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
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*[[Creating a Stock Sales Order]]
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* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
*[[How do I change the method of payment after it has been posted?]]
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* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
 +
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
 +
* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
 +
* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
 +
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
 +
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
 +
* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
 +
* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
 +
* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
 +
* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
 +
* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
 +
* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
 +
* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I change a Logistics job dates in bulk]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I setup Enhanced Check Sheets]] - PS
 +
 
 +
=== On Hold ===
 +
==== Waiting for Mantis ====

Latest revision as of 10:06, 19 March 2024

Use this page to add articles.

  • Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
  • Save the page.
  • Click on the Red link you have created to start creating your page.
  • Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

Title Suggestion

When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

  • Titles should be in lower case (except for the first letter, any Platinum options and any trade names).
  • The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

Suggestions from Programming!

Title Confirmed

On Hold

Waiting for Mantis

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Articles&oldid=44180"