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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- How do I disable options for Platinum Online?
- How do I dispatch sales orders via a shipping service?
- How do I Display Drivers Mobile Numbers on the Planning Screen?
- 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 enquiry from a purchase order?
- How do I do a stock enquiry using Platinum Online?
- How do I do a stock take?
- How do I Do a V.A.T. only Credit?
- How do I Do a V.A.T. only Invoice?
- How do I edit a Credit after it has been posted?
- How do I edit a logistics standard job?
- How do I edit a nominal journal?
- How do I edit a Payment after it has been posted?
- How do I Edit a Rate Table?
- How do I edit an existing adoption pay entry?
- How do I edit an existing maternity pay entry?
- How do I edit an existing paternity pay entry?
- How do I edit an Invoice after it has been posted?
- How do I edit my auto enrolment letters?
- How do I edit prospects using Platinum Online?
- How do I edit Sales Prospecting mailshot letters?
- How do I edit the terms on my ecommerce website?
- How do I edit unit sales mailshot letters?
- How do I edit VAT rates?
- How do I edit Workshop mailshot letters?
- How do I email files?
- How do I email payslips to my employees?
- How do I ensure commodity details print for specific customers?
- How do I ensure my use of Platinum is compliant with data protection regulations?
- How do I enter a commodity code?
- How do I enter a report range?
- How do I enter a session exchange rate?
- How do I enter an opening trial balance?
- How do I enter customer and supplier payment terms?
- How do I Enter my VAT Number into Platinum?
- How do I enter my VAT payment?
- How do I enter or amend option packs on units?
- How do I enter todays date quickly?
- How do I enter VRT?
- How do I exclude customers from bulk mailing?
- How do I exclude units from bulk mailing?
- How do I exclude units from my stock valuation?
- How do I Export a Customer List?
- How do I export a Data Import template?
- How do I export a report generator template?
- How do I Export a Supplier List?
- How do I extend MOT due dates due to Covid19?
- How do I extract nominal transactions to a csv file?
- How do I filter out customers I don't want to contact?
- How do I Finance Clothing Items?
- How do I find a centre?
- How do I find a customer?
- How do I Find a Document to Pay?
- How do I find a driver, vehicle or trailer?
- How do I find a Nominal Ledger Number?
- How do I find a prospect?
- How do I find a Sales/Purchase Ledger Number?
- How do I find a stock code?
- How do I find a supplier?
- How do I Find Driver Revenue for a Period?
- How do I find my Club Catalyst ID, or CCI?
- 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 find unit sales order PDI/preparation jobs?
- How do I Find Vehicle Revenue for a Period?
- How do I generate warehouse invoices?
- How do I get a List of Ignored Documents?
- How do I get a list of unit purchases?
- How do I get a unit valuation?
- How do I get a Valuation of Parts?
- How do I get a valuation of unit stock?
- How do I Get Additional Information onto Documents?
- How do I Get Key Performance Figures for Parts, Clothing and Accessories?
- How do I get key performance figures for the workshop?
- How do I get my eBay sales in to Platinum?
- How do I Get my Logo onto Printed Documents?
- How do I get my PC's Platinum terminal ID?
- How do I get the text on my Labels to Fit?
- How do I get the Totals/Last lines on Pages?
- How do I Give Discount in Invoice and Customer Orders?
- How do I Give Discount in Point Of Sale?
- How do I give discount in the workshop?
- How do I Highlight Priority Customers?
- How do I Import a BMW Parts File into Platinum?
- How do I import a Data Import template?
- How do I import a report generator template?
- How do I Import my Bank Statement into the Bank Reconciliation?
- How do I import stock into Shopify?
- How do I Import to a Depot Location?
- How do I include images in emails?
- How do I increase my Platinum Online sessions?
- How do I install the HMRC Unit Sales reports?
- How do I install the Polaris Inventory Management Reports?
- How do I invoice a workshop job?
- How do I invoice multiple jobcards?
- How do I Invoice Multiple Sales Orders?
- How do I Issue Loyalty Cards?
- How do I journal a Covid19 grant?
- How do I Know if a Customer has a Balance on their Account?
- How do I Link a PC to a Till?
- How do I link to my website?
- How do I Load a Saved Nominal Reconciliation?
- How do I load a shadow part into the main parts file?
- How do I Load a Standard Job in Logistics Management?
- How do I load a standard workshop job?
- How do I Load an Externally Created List to Invoice?
- How do I log a purchase invoice as an expense against a unit?
- How do I log labour for fitting extras as an expense?
- How do I Log whether a Job was Delivered Satisfactorily?
- How do I make a Customer Exempt of VAT?
- How do I make a driver unavailable for work?
- How do I Make a Drivers Mobile Number Display on the Planning Screen?
- How do I make a hire item unavailable for a period?
- How do I make a payment on a workshop job?
- How do I make a private appointment?
- How do I make a Private Task?
- How do I make a purchase ledger posting with multiple centres?
- How do I make a sales ledger posting with multiple centres?
- How do I make a technician leave?
- How do I make a termination award payment to an employee in Platinum Payroll?
- How do I make a vehicle unavailable for jobs?
- How do I Make Customer Attributes Mandatory?
- How do I Make Job Planning Refresh Automatically?
- How do I make my Retention Centre letters show my site address?
- How do I Make my VAT Number Appear on Invoices?
- How do I make prospect interests mandatory?
- How do I Make Stock Attributes Mandatory?
- How do I Make Supplier Attributes Mandatory?
- How do I Make the Entry of Contact Details Mandatory?
- How do I make unit features mandatory?
- How do I make workshop job types mandatory?
- How do I manually add a cost to a Contract
- How do I mark a stock item as historic?
- How do I migrate to interactive unit check sheets?
- How do I move a deposit to another unit?
- How do I move a workshop job to the next day?
- How do I move items on order to a new workshop job?
- How do I Open a Platinum Exported File in Excel?
- How do I Opt Customers in to Direct Marketing?
- How do I opt prospects into direct marketing?
- How do I order a unit for a customer?
- How do I Order Parts for a Customer?
- How do I order parts for a workshop job?
- How do I Output a Debtors/Creditors List to File?
- 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 disbursement invoice on the Purchase Ledger?
- How do I Post a Document Extension?
- How do I Post a Fuel Scale Charge?
- How do I post a journal with VAT?
- How do I Post a Petty Cash Receipt?
- How do I post a VAT only invoice in the Purchase Ledger?
- How do I post expenses against a unit?
- How do I post opening balances?
- How do I post payments from finance companies?
- How do I post reverse charges?
- How do I post road fund licence and registration fee as expenses?
- How do I post the wages journal?
- How do I post vehicle costings?
- How do I post warranty credits?
- How do I prepare for automatic enrolment?
- How do I prepare for RTI submissions?
- How do I prevent sales people from seeing each others prospects?
- How do I prevent specific jobs appearing in Platinum Online?
- How do I Print a Chart?
- How do I print a Customer Statement?
- How do I print a hire agreement document?
- How do I print a job card?
- How do I Print a Ledger Listing?
- 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 Pro-Forma in Sales Ordering?
- How do I Print a Profit & Loss for the Year?
- How do I Print a Range of Address Labels?
- How do I print a satisfaction note for a workshop insurance job?
- How do I print a stock list?
- How do I Print a Stock Price List?
- How do I Print a Sub Contractor Confirmation?
- How do I Print a Ticket?
- 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 Account Pricing Information?
- How do I print address labels?
- How do I print all outstanding advisories?
- 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 my Rate Tables?
- How do I Print Stock Labels?