Category:FAQ
From Catalyst
Frequently Asked Questions
Pages in category "FAQ"
The following 148 pages are in this category, out of 348 total.
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- How do I reprint an invoice?
- How do I reprint an old payslip?
- How do I reset column positions?
- How do I reset tab positions?
- How do I resize my window in Platinum?
- How do I restrict the dates with which a user can log in?
- How do I Retrieve a Customer Parts Order?
- How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
- How do I retrieve a stock quotation?
- How do I Retrieve Selected Items from an Order?
- How do I reverse a payment on the sales ledger?
- How do I reverse a Payment to a Supplier?
- How do I review hold records?
- How do I review new web customers?
- How do I run a payroll period?
- How do I Run a Reorder Report?
- How do I run reports at the end of a payroll period?
- How do I run the VAT 100 report?
- How do I Search for a Nominal Centre?
- How do I Search for a Sales Order?
- How do I Search for a Transaction?
- How do I search for a workshop job?
- How do I search for units that are in stock?
- How do I see a summary of an employee's pay?
- How do I See Outstanding Stock Deposits?
- How do I see what check sheets have been performed on a unit?
- How do I select different Windows printers?
- How do I send a printout to a file?
- How do I send a standard SMS message from Platinum?
- How do I send an email from Platinum?
- How do I send an SMS Message from Platinum?
- How do I send bulk email messages?
- How do I send bulk SMS messages?
- How do I send MOT reminders from the workshop?
- How do I set a default delivery address?
- How do I set a program always to print to a specific print record?
- How do I set a workshop job status using Platinum Online?
- How do I set default service and MOT intervals?
- How do I Set Specific Printers for my Machine?
- How do I set up a new user?
- How do I set up employee payment defaults?
- How do I Set up Platinum for Online HMRC V.A.T. Submission?
- How do I set up platinum for online P45 submissions?
- How do I set up Platinum shortcuts on a new PC?
- How do I Set up Price Codes?
- How do I Set up Statuses for Sales Orders?
- How do I Set Up User Security in Platinum?
- How Do I Setup a new Printer?
- How do I setup a new printer?
- How do I setup Enhanced Check Sheets
- How do I setup printing to PDF?
- How do I start Platinum with a specific module or menu?
- How do I stop PDI's from appearing in the Retention Centre?
- How do I stop the date input warning at login?
- How do I stop the Retention Centre sending messages?
- How do I stop the workshop advisory work report from printing automatically?
- How do I stop unit health check sheets from printing automatically?
- How do I store and use a delivery address?
- How do I Submit Pictures to be used on the Login Screen?
- How do I supersede a stock item?
- How do I take a customer\supplier invoice off hold?
- How do I take a payment on a credit card?
- How do I transfer a workshop estimate to an invoice?
- How do I transfer items out of the POP Account?
- How do I transfer prospects between sales people?
- How do I Transfer Stock between Depots?
- How do I Un-archive Sales/Purchase Ledger Transactions?
- How do I update workshop jobs using Platinum Online?
- How do I upload my units to Auto Trader?
- How do I upload stock pictures from my phone or tablet?
- How do I upload unit pictures from my phone or tablet?
- How do I use an internal report as a range filter?
- How do I Use SmartCCard Lite to Take Card Payments in Platinum?
- How do I use the price seeker option on a jobcard?
- How do I view archived transactions?
- How do I view customer or supplier transaction history?
- How do I view my dashboards?
- How do I view my Platinum sales figures from my phone\tablet?
- How do I View Outstanding Sales Orders?
- How do I View the Outstanding Balance on a Nominal Centre?
- How do I view unit profit?
- How do I View Who Dealt with a Stock Item?
- How do I warn about duplicate items on workshop jobcards?
- How do I write off bad debts?
- How does Platinum Decide whether a Document is an Invoice or a Credit?
- How does Platinum find the right unit check sheet?
- How is the number of days in stock calculated for units?
- How is the recommended order quantity calculated?
- How should I deal with takings?
- How to process a month end
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- What controls the modified date in my datafeed?
- What do I do if a technician is not available for work?
- What do I do if I accidentally link HPI details to the wrong unit model?
- What do the Column Headings Mean in Process Orders?
- What do the tick boxes do on unit lookups?
- What does an item's status mean in Customer Order Enquiry?
- What does document history show me?
- What does the action no. mean in the retention centre?
- What does the Online Check Button Do?
- What does the Work in Progress report show me?
- What is a nominal code?
- What is a report generator variable?
- What is a sales or purchase centre?
- What is a Shadow Stock code?
- What is global reporting?
- What is updated with a parts/price update?
- What Parts do I Need to Order?
- What print records do I need for the Retention Centre?
- What should I consider at month end?
- What should I do if I submitted incorrect P45 details online?
- What should I do when an employee reaches state pension age?
- What should I do when I change my eBay Password?
- What Stock Reports should I run?
- What's the difference between search and filter?
- Whats this 'Open Link' on the options menu?
- Where do the workshop available hours come from?
- Why are document items being posted on the wrong date?
- Why are my Figures Not Appearing in the Nominal Ledger?
- Why are my stock levels wrong?
- Why are my units not appearing on Auto Trader?
- Why are my units not appearing on Bike-shack.com?
- Why are my units not appearing on eBay?
- Why are my units not appearing on Exchange and Mart?
- Why are my units not appearing on MCN?
- Why are my units not appearing on MotorcycleSupermarket.Com?
- Why are my units not appearing on Tradeouts.com?
- Why are my units not appearing on Visordown?
- Why are stock quantities showing in red in Platinum Online?
- Why are there no figures on my Profit/Loss?
- Why can I not Retrieve a Customer Parts Order?
- Why can't I edit the purchase details on a sold unit?
- Why do I get "Do you want to allow this app to make changes to your PC"?
- Why do I Have to Login When I Start a Transaction?
- Why do I need Platinum Software maintenance?
- Why do my expected and actual unit expenses not match up?
- Why do some items on property screens show in a different colour?
- Why does my unit colour not appear on eBay
- Why does Platinum keep asking me to log in?
- Why does the CRM show only recent activity?
- Why is my monthly centre turnover zero?
- Why is my Postcode Look-up Software not Working?
- Why is my specific month centre report showing zeroes?
- Why is there a delay when I enter a part number?