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 1,846 total.
(previous page) (next page)H
- H01 - Movement Date (Asset Management Report Generator variable)
- H01 - Transaction Date (Stock Control Report Generator variable)
- H02 - Creation Posting Time (Payroll Report Generator variable)
- H11 - Created Date (Stock Control Report Generator variable)
- H12 - Created Time (Stock Control Report Generator variable)
- H17 - Payment Date (Payroll Report Generator variable)
- H41 - Payment Period Dates (Payroll Report Generator variable)
- Handing over a unit
- Handling workshop warranty claims
- Harley Davidson composite information
- HD05 - VAT Rate (Stock Control Data Import variable)
- Hidden report generator columns
- Honda composite information
- How are eBay shipping costs imported?
- How are unit expenses classified?
- How can I assure my units will upload to Catalyst FindIt?
- How can I centralise my PDF Printouts?
- How can I change how Platinum creates accounts?
- How can I change the wording on my SMS messages?
- How can I convert a contact into an account?
- How can I get a stock valuation at a date?
- How can I get Platinum to suggest alternative parts?
- How can I give discount on stock items?
- How can I hide obsolete stock lines from the stock search?
- How can I pin a Platinum shortcut to my windows taskbar?
- How can I Print to PDF Remotely?
- How can I print V55 documents for my units?
- How can I replace my missing Platinum icons?
- How can I retrieve a parts order in the workshop?
- How can I Select which Logistics Jobs to Invoice?
- How can I Stop my Mapped Drive from Being Inaccessible?
- How can I Stop the 'Encourage Contact Data' Requests?
- How can I upload units to my website?
- How can I view my P9(T) documents?
- How can I view only my units on Catalyst FindIt?
- How can I view or reprint a workshop invoice?
- How can I view previous adjustments for an employee?
- How can I View Statistics for this Part?
- How can I View the Total inc VAT in Add or Edit Sales Order?
- How can I view turnover statistics for an account?
- How can I Warn about Parts Being Sold at a Loss?
- How can I Work out the Price excluding VAT?
- How do drivers connect to Platinum Mobile?
- How do drivers connect to Platinum Online?
- How do I account for a unit written off?
- How do I account for finance commission?
- How do I account for internal items?
- How do I account for retained deposits?
- How do I account for VAT on unit deposits?
- How do I activate my new Platinum terminal?
- How do I Add a Credit Card Charge?
- How do I add a fuel cost in vehicle costings?
- How do I Add a Fuel Surcharge To Logistics Invoices?
- How do I Add a Keyboard Function to a Button?
- How do I Add a Macro to a Button?
- How do I Add a Mobile Number to Driver Details?
- How do I add a new contract?
- How do I add a new country?
- How do I add a new currency?
- How do I add a new stock attribute?
- How do I add a payroll leaver?
- How do I add a student loan?
- How do I Add a Sub Contractor to a Logistics Job?
- How do I add a unit check sheet?
- How do I add adoption pay?
- How do I add advisories to a unit?
- How do I add advisories to a workshop job?
- How do I add an invoice manually to a contract?
- How do I add costs in Vehicle Costings?
- How do I add costs to a contract?
- How do I add dimensions to my units?
- How do I add extra information to the e-commerce export?
- How do I add finance details to a prospect quotation?
- How do I add header and/or footer text to documents?
- How do I add internal notes to a workshop job?
- How do I add items to my ecommerce website?
- How do I add labour to a workshop job?
- How do I add maternity pay?
- How do I add more description to a workshop job?
- How do I add multiple drivers to a job?
- How do I add multiple part exchange units?
- How do I add multiple vehicles to a job?
- How do I add news to my website?
- How do I Add Notes to a Logistics Job?
- How do I add notes to a workshop job using Platinum Mobile?
- How do I add notes to a workshop job using Platinum Online?
- How do I add options to a standard menu?
- How do I add or edit a logistics job status?
- How do I Add or Edit Icons for Lists?
- How do I add or edit vehicle cost categories?
- How do I add parts to a workshop job using Platinum Mobile?
- 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 paternity pay?
- How do I add payment methods to my payment screen?
- How do I add pension company details to my pension letters?
- How do I add pictures to a workshop job using Platinum Mobile?
- How do I add pictures to a workshop job using Platinum Online?
- How do I Add Post Delivery Notes?
- How do I Add Post Delivery Problem Codes?
- How do I add prospect contacts using Platinum Online?
- How do I add seasonality to hire prices?
- How do I add sick pay?
- How do I adjust a transaction?
- How do I adjust an account opening balance?
- How do I Adjust Batched Stock Lines?
- How do I Adjust Parts Stock Levels after a Theft?
- 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 allocate a courtesy unit in the workshop?
- How do I Allocate a Credit Note to an Invoice?
- How do I allocate a driver to their vehicle?
- How do I Allocate a Job to Multiple Centres?
- How do I Allocate a Payment to a Credit Note?
- How do I allocate a payment to an invoice?
- How do I Allocate a Supplier to a Part by Stock Group?
- How do I Allocate an Invoice to a Purchase Order?
- How do I allocate unit stock numbers automatically?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How do I amend a document held record?
- How do I Amend a Purchase Order?
- How do I amend an existing user record?
- How do I amend credit charges per customer?
- How do I amend my aged debt/credit periods?
- How do I amend technician time records?
- How do I Amend the Balance on a Loyalty Card?
- How do I apply a nominal group to a nominal centre?
- How do I apply a temporary reduced rate of VAT?
- How do I apply settlement discount for a customer?
- How do I archive customer or supplier transactions?
- How do I assign a hire price plan to a hire item?
- How do I Assign a Logistics Contract?
- How do I assign a stock number to a non-stock part exchange unit?
- How do I assign a stock number to a non-stock sale units?
- How do I Assign an Email Address to a User?
- How do I assign attachments to an employee?
- How do I assign attributes to a booking?
- How do I assign attributes to a customer or supplier?
- How do I assign attributes to a hire item?
- How do I assign attributes to Orders?
- How do I assign stock to my eBay listings?
- How do I Attach a Scanned Image to a Purchase Invoice?
- How do I authorise a unit sales order?
- How do I authorise and make bulk supplier payments?
- How do I authorise Platinum for Making Tax Digital?
- How do I auto-fill service or MOT dates?
- How do I automatically print a jobcard when I print my unit sales order?
- How do I Book in Batched Stock Lines?
- How do I bring warehouse goods into and out of stock?
- How do I call up the CRM?
- How do I cancel a customer booking?
- How do I carry out a batch stock take?
- How do I change a pension scheme?
- How do I change a tax code?
- How do I change an employee to be a company director?
- How do I change an employees pay frequency?
- How do I change an NI number?
- How do I change employee pension contributions?
- How do I change my activity colours in Platinum Mobile?
- How do I change my activity colours in Platinum Online?
- How do I change my barcode scanner configuration?
- How do I Change my Company Address Details?
- How do I change my financial period?
- How do I Change my Job Entry Prompts?
- How Do I Change my Platinum Password?
- How do I change my screen colours?
- How do I change my unit type?
- How do I Change Prices in Platinum?
- How do I change the automated remedy code for completed advisories?
- How do I Change the Colours on Logistics Statuses?
- How do I change the customer note prompts?
- How do I Change the Details on a Load?
- How do I change the distance prompt on a fuel cost category?
- How do I Change the Drive Letter of my Backup Device?
- How do I change the fuel prompt on a fuel cost category?
- How do I change the invoiced job status in the workshop?
- 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 Change the Size of the Text on my Report Results?
- How do I change the sort order of search results?
- How do I Change the Stock Code Note Prompts?
- How do I change the supplier note prompts?
- How do I change the time for which a completed advisory is retained?
- How do I Change the Title on my Advice Notes?
- How do I change the Unit Sales note prompts?
- How do I change the units on the mileage field of a unit?
- How do I change the website used for locating addresses?
- How do I change where unit health checks and advisory reports print?
- How do I Charge for Carrier Bags?
- How do I Check all my POD's Have Been Scanned Correctly?
- How do I check customer order status?
- How do I check details of SMS Messages sent?
- How do I check for stock supersessions when ordering?
- How do I check how many loyalty cards have been Issued?
- How do I check how many loyalty points have been redeemed?
- How do I check how many SMS credits I have left?
