Category:Knowledge Base
From Catalyst
The Platinum Knowledge Base is a collection of articles on how to get the best from your Platinum Software.
Subcategories
This category has the following 2 subcategories, out of 2 total.
Pages in category "Knowledge Base"
The following 200 pages are in this category, out of 1,851 total.
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- A quick guide to reordering
- A08 - Account Balance (Reports & Settings Report Generator variable)
- A09 - Account Turnover (Reports & Settings Report Generator variable)
- A10 - Account Default VAT Rate Code (Reports & Settings Report Generator variable)
- A11 - Account Default VAT Rate Percentage (Reports & Settings Report Generator variable)
- A34 - Account VAT Registration Number (Reports & Settings Report Generator variable)
- A38 - Created/Modified Date (Reports & Settings Report Generator variable)
- A39 - Created/Modified Time (Reports & Settings Report Generator variable)
- A58 - Date of Birth (Reports & Settings Report Generator variable)
- A65 - Website Address (Reports & Settings Report Generator variable)
- A70 - Account Media ID (Reports & Settings Report Generator variable)
- Account changes report
- AD10 - Default VAT Rate Code (Accounts Data Import variable)
- AD30 - VAT Inclusive Invoice Flag (Accounts Data Import variable)
- AD34 - VAT Registration Number (Accounts Data Import variable)
- AD54 - Account unit (Accounts Data Import variable)
- AD58 - Date of Birth (Accounts Data Import variable)
- AD60 - Media Filename/Reference (Accounts Data Import variable)
- AD65 - Website Address (Accounts Data Import variable)
- Adding a Maximum Level to a Stock Code
- Adding a Reorder Level to a Stock Code
- Adding a stock/bin location to a stock code
- Adding files
- Adding new unit feature categories
- Adding new unit features
- Adding options to custom menus
- Adding pictures
- Adding Supplier Information to a Stock Code
- Adding videos
- Aftersales reporting
- Aged Debt Letter Configuration - Accounts Document
- Agreement Configuration - Booking & Hire Document
- An in depth guide to reordering
- Applying customer or supplier groups
- Apprenticeship levy
- Are document formats configurable?
- ATTENDED - Get the time spent on an activity (Reports & Settings Report Generator function)
- AUDIT DATE - Audit date (Reports & Settings Report Generator function)
- AUDIT TIME - Audit time (Reports & Settings Report Generator function)
B
C
- Can Customer Statements print address labels?
- Can customers unsubscribe from Platinum marketing?
- Can I add anything to tickets after invoicing?
- Can I add shortcuts to Platinum menus?
- Can I allocate unit expenses to purchase invoices?
- Can I be notified about parts/price updates automatically?
- Can I be notified about Platinum Software updates automatically?
- Can I change the colours on charts?
- Can I change the heading images?
- Can I display my units on a large screen in my showroom?
- 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?
- Can I view todays turnover for a site?
- Can Remittance Advices print address labels?
- Capitalising report generator output
- Cash Accounting
- Catalyst Computer Systems Ltd
- Catalyst FindIt
- Catalyst Rental Permission
- Clearing any unprocessed transactions at a year end
- Column types in the report generator
- Configuring the media managers in Platinum Online
- Configuring your virus protection for use with Platinum
- Context Sensitive Help
- Copying report generator reports
- Creating a depot order
- Creating a new account analysis code
- Creating a new customer or supplier
- Creating a new logistics job analysis code
- Creating a new stock analysis code
- Creating a new stock status
- Creating a new unit
- Creating a new unit by copying an existing unit
- Creating a purchase order
- Creating a sales ledger posting
- Creating a stock item
- Creating a Stock Sales Order
- Creating a unit analysis code
- Creating a used unit
- Creating mail merge file
- Creating stock groups
- Creating unit manufacturers
- Creating unit models
- Creating workshop jobs
- Creating workshop units
- Customising the Planning View in Logistics Management
D
- D01 - Date 1 (Reports & Settings Report Generator variable)
- D02 - Date 2 (Reports & Settings Report Generator variable)
- D03 - Date 3 (Reports & Settings Report Generator variable)
- D04 - Date 4 (Reports & Settings Report Generator variable)
- D05 - Date 5 (Reports & Settings Report Generator variable)
- D06 - Date 6 (Reports & Settings Report Generator variable)
- D07 - Date 7 (Reports & Settings Report Generator variable)
- D08 - Date 8 (Reports & Settings Report Generator variable)
- D09 - Date 9 (Reports & Settings Report Generator variable)
- D10 - Date 10 (Reports & Settings Report Generator variable)
- D11 - System Date (Reports & Settings Report Generator variable)
- D12 - System Month (Reports & Settings Report Generator variable)
- D13 - User Date (Reports & Settings Report Generator variable)
- D14 - User Month (Reports & Settings Report Generator variable)
- D15 - Financial Year (Reports & Settings Report Generator variable)
- D16 - Financial Period (Reports & Settings Report Generator variable)
- D22 - System VAT Rate Percentage (Reports & Settings Report Generator variable)
- D25 - System Exempt VAT Rate (Reports & Settings Report Generator variable)
- Data feed permission
- Data Import Destinations
- DATECALC - Date calculator (Reports & Settings Report Generator function)
- Dealing with "Record in Use" message
- Dealing with Backorders in Invoicing and Customer Orders
- Dealing with backorders in point of sale
- Dealing with currency accounting in Platinum?
- Dealing with employee holidays in Platinum Payroll
- Dealing with Factoring
- Dealing with Harley-Davidson warranty
- Deferred profit for unit sales
- Definitions of Productivity, Efficiency and Utilisation
- Delivery Note Configuration - Asset Management Document
- Do I have to remember all these customer and supplier codes?
- Do I have to remember all these Stock Codes?
- Document Configuration - Order Processing Document
- Document Configuration - Stock Control Document
- Document Configuration - Unit Sales Document
- Document Configuration - Unit Workshop Document
- Document Held Letter Configuration - Accounts Document
- DOCV55 - Access unit V55 details (Unit Sales Report Generator function)
- Downloading a Platinum update
E
- E01 - Expense date (Unit Sales Report Generator variable)
- E02 - Activity Date (Reports & Settings Report Generator variable)
- E03 - Activity Time (Reports & Settings Report Generator variable)
- E04 - Deposit VAT Rate Code (Stock Control Report Generator variable)
- E04 - Unit interest date (Sales Prospecting Report Generator variable)
- E05 - Created/Modified Date (Reports & Settings Report Generator variable)
- E06 - Created/Modified Time (Reports & Settings Report Generator variable)
- E06 - Employee available hours (Personnel Planning Report Generator variable)
- E07 - Employee leaving date (Personnel Planning Report Generator variable)
- E08 - Created/Modified date (Unit Sales Report Generator variable)
- E09 - Created/Modified time (Unit Sales Report Generator variable)
- E10 - Anticipated sale date (Sales Prospecting Report Generator variable)
- E11 - Linked stock unit (Sales Prospecting Report Generator variable)
- E13 - Cover from Date (Asset Management Report Generator variable)
- E14 - Cover to Date (Asset Management Report Generator variable)
- E14 - Employee media ID (Personnel Planning Report Generator variable)
- E18 - Birth Date (Payroll Report Generator variable)
- E18 - Outcome date (Sales Prospecting Report Generator variable)
- E19 - Fitted Unit code (Unit Sales Report Generator variable)
- E19 - Start Date (Payroll Report Generator variable)
- E20 - Leaving Date (Payroll Report Generator variable)
- E21 - Last/First Movement Date (Asset Management Report Generator variable)
- E22 - Points Earned Date (Accounts Report Generator variable)
- E23 - Last Reminder Date (Asset Management Report Generator variable)
- E24 - New Expiry Date (Asset Management Report Generator variable)
- E25 - Created Date (Asset Management Report Generator variable)
- E26 - Created Time (Asset Management Report Generator variable)
- E27 - Current Period Dates (Payroll Report Generator variable)
- E30 - Last Updated Date/Time (Asset Management Report Generator variable)
- E31 - Last Login Date/Time (Asset Management Report Generator variable)
- E33 - Asset Media ID (Asset Management Report Generator variable)
- E34 - Price Date (Asset Management Report Generator variable)
- E53 - Tax Code Change Date (Payroll Report Generator variable)
- E54 - NI Code Change Date (Payroll Report Generator variable)
- E64 - Building Society Payment Reference (Payroll Report Generator variable)
- E67 - Employee Pension Dates (Payroll Report Generator variable)
- E68 - Calculated/Run Pension Dates (Payroll Report Generator variable)
- E71 - Employee Media ID (Payroll Report Generator variable)
- E74 - Employee deceased (Payroll Report Generator variable)
- E99 - Point Lifetime Dates (Accounts Report Generator variable)
- Editing custom menus
- Entering P45 details/new starters
- Equipment Build Configuration - Sales Prospecting Document
- Exporting contact details for loyalty cards
F
G
- Getting started - Accounts
- Getting started - Booking & Hire
- Getting started - Contract Costings
- Getting started - Data Import
- Getting started - Logistics Management
- Getting started - Manufacturer Composite Information
- Getting started - Order Processing
- Getting started - Payroll
- Getting started - Personnel Planning
- Getting started - Report Generator
- Getting started - Retention Centre
- Getting started - Sales Prospecting
- Getting started - Stock Control
- Getting started - Unit Sales
- Getting started - Vehicle Costings
- Getting started - Warehousing
- Getting started - Workshop
- Getting the most out of your unit pictures on Catalyst FindIt
