Category:FAQ
From Catalyst
Frequently Asked Questions
Pages in category "FAQ"
The following 200 pages are in this category, out of 348 total.
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- Can I be notified about parts/price updates automatically?
- Can I be notified about Platinum Software updates automatically?
- Can I just enter a post code for an address?
- Can I print out help screens?
- Can I re-print a delivery note?
- Can I re-print a goods received note?
- Can I set unit details from the registration number?
- Can I tell when something was created?
- Creating a new unit by copying an existing unit
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- How can I change the wording on my SMS messages?
- How can I get a stock valuation at a date?
- How can I give discount on stock items?
- How can I pin a Platinum shortcut to my windows taskbar?
- How can I retrieve a parts order in the workshop?
- How can I Stop my Mapped Drive from Being Inaccessible?
- How can I view or reprint a workshop invoice?
- How can I view turnover statistics for an account?
- How do I activate my new Platinum terminal?
- How do I add a payroll leaver?
- How do I add a unit check sheet?
- How do I add header and/or footer text to documents?
- How do I add items to my ecommerce website?
- How do I add labour to a workshop job?
- How do I add more description to a workshop job?
- How do I add notes to a workshop job using Platinum Online?
- How do I add parts to a workshop job using Platinum Online?
- How do I add parts to a workshop job?
- How do I add pictures to a workshop job using Platinum Online?
- How do I add prospect contacts using Platinum Online?
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- How do I adjust the stock level of an item?
- How do I amend a document held record?
- How do I amend an existing user record?
- How do I amend my aged debt/credit periods?
- How do I archive customer or supplier transactions?
- How do I assign a stock number to a non-stock part exchange unit?
- How do I authorise a unit sales order?
- How do I authorise Platinum for Making Tax Digital?
- How do I call up the CRM?
- How Do I Change my Platinum Password?
- How do I change my screen colours?
- How do I Change Prices in Platinum?
- How do I change the local currency value of a transaction?
- How do I change the method of payment after it has been posted?
- How do I change the order of columns?
- How do I change the order of tabs?
- How do I Change the Prices on a Group of Stock Codes?
- How do I check customer order status?
- How do I check how many SMS credits I have left?
- How do I check my current financial period?
- How do I check my current financial year?
- How do I check when I last had a Platinum update?
- How do I claim employment allowance?
- How do I clear Highlighted Locked Users?
- How do I clear locked users?
- How do I close a payroll period?
- How do I configure user access to account properties?
- How do I connect to the Clover device
- How do I control the number of messages the Retention Centre sends?
- How do I Copy a Stock Code?
- How do I copy a unit?
- How do I create a company unit record?
- How do I create a customer turnover report?
- How do I create a new print record?
- How do I create a new prospect?
- How do I create a new Unit Sales finance company?
- How do I create a nominal code?
- How do I Create a Pro-Forma Invoice?
- How do I create a prospect using Platinum Online?
- How do I create a sales or purchase centre?
- 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 stock list report?
- How do I Create a V.A.T. Only Transaction?
- How do I create a workshop estimate?
- How do I create a workshop job list report?
- How do I create a workshop job using Platinum Online?
- How do I create an employee in the payroll?
- How do I create an insurance workshop job?
- How do I create or edit workshop labour rates?
- How do I create technicians?
- How do I Credit a Logistics Job?
- How do I credit a unit?
- How do I credit a workshop invoice?
- How do I deactivate a user?
- How do I deal with contras?
- How do I deal with finance settlement on a unit?
- How do I deal with returning a unit to a supplier?
- How do I deal with service contracts?
- How do I deal with unit preparation/PDI?
- How do I deal with warranty variance?
- How do I delete customer or supplier accounts?
- How do I delete unit sales finance rates?
- How do I dispatch sales orders via a shipping service?
- How do I Do a Refund in Invoicing & Customer Orders?
- How do I Do a Refund in Point of Sale?
- How do I do a stock check using Platinum Online?
- How do I do a stock take?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- How do I edit an Invoice after it has been posted?
- How do I edit prospects using Platinum Online?
- How do I email payslips to my employees?
- How do I ensure my use of Platinum is compliant with data protection regulations?
- How do I enter customer and supplier payment terms?
- How do I Enter my VAT Number into Platinum?
- How do I enter todays date quickly?
- How do I filter out customers I don't want to contact?
- How do I find a centre?
- How do I find a customer?
- How do I find a driver, vehicle or trailer?
- How do I find a Nominal Ledger Number?
- How do I find a stock code?
- How do I find a supplier?
- How do I find my V.A.T. submission reports?
- How do I find Stock History?
- How do I find un-invoiced workshop jobs?
- How do I get a list of unit purchases?
- How do I get a Valuation of Parts?
- How do I get a valuation of unit stock?
- How do I get my eBay sales in to Platinum?
- How do I get my PC's Platinum terminal ID?
- How do I give discount in the workshop?
- How do I invoice a workshop job?
- How do I Link a PC to a Till?
- How do I Load a Standard Job in Logistics Management?
- How do I load a standard workshop job?
- How do I log labour for fitting extras as an expense?
- How do I make a Customer Exempt of VAT?
- How do I make a payment on a workshop job?
- How do I Make my VAT Number Appear on Invoices?
- How do I migrate to interactive unit check sheets?
- How do I move a deposit to another unit?
- How do I move items on order to a new workshop job?
- How do I order parts for a workshop job?
- How do I output information from list boxes?
- How do I pay finance settlement on a unit purchase?
- How do I pay off an invoice from Purchase Ledger Postings?
- How do I pick orders using Platinum Online?
- How do I post a journal with VAT?
- How do I Post a Petty Cash Receipt?
- How do I post expenses against a unit?
- How do I post reverse charges?
- How do I post warranty credits?
- How do I prepare for RTI submissions?
- How do I print a Customer Statement?
- How do I print a job card?
- How do I Print a List of all my Unreceived Purchase Orders
- How do I Print a List of Customers/Suppliers?
- How do I print a list of nominal centres?
- How do I print a list of purchase centres?
- How do I print a list of sales centres?
- How do I Print a Profit & Loss for the Year?
- How do I Print a Range of Address Labels?
- How do I Print a Transaction History?
- How do I print a unit data sheet?
- How do I print a unit label?
- How do I print address labels?
- How do I print an aged debtor or creditor list?
- How do I print an individual payslip?
- How do I print and email a PDF?
- How do I print and save a stock quotation?
- How do I print employee details?
- How do I Print Stock Labels?
- How do I print to the Windows default printer?
- How do I process a sales order through Sales Order Dispatch?
- How do I process a year end?
- How do I produce a text invoice in Platinum?
- How do I produce a workshop job picking list?
- How do I produce the Ignored Documents report?
- How do I produce two copies?
- How do I purchase a unit from a customer?
- How do I put a customer on stop?
- How do I put RFL and First Reg Fee onto my order?
- How do I re-authorise Platinum for MTD VAT submissions?
- How do I record a signature against a workshop job?
- How do I record contacts against a prospect?
- How do I record contacts from Prospects Due?
- How do I record employee time in Personnel Planning?
- How do I record employee time using Platinum Online?
- How do I record labour in the workshop using Platinum Online?
- How do I Refund a Stock Deposit?
- How do I refund a unit deposit?
- How do I remove a payroll period?
- How do I remove a user?
- How do I Rename a Stock Code?
- How do I reprint a P45?
- How do I reprint a part exchange purchase invoice?
- How do I Reprint a Purchase Order?
