Category:FAQ
From Catalyst
Frequently Asked Questions with solutions.
- For any tips on how to get the best from your software see the Masterclass Tips section.
Pages in category "FAQ"
The following 124 pages are in this category, out of 348 total.
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- 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?