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 print to the Windows default printer?
- How do I process a customer booking?
- How do I process a sales order through Sales Order Dispatch?
- How do I process a unit purchase order?
- How do I process a year end?
- How do I produce a handover diary?
- How do I produce a hire booking invoice?
- How do I produce a non-VAT invoice for a customer?
- How do I produce a purchase order for a unit?
- How do I produce a security invoice?
- How do I produce a text invoice in Platinum?
- How do I produce a workshop job picking list?
- How do I produce mailshot letters in Sales Prospecting?
- How do I Produce Remittance Advices?
- How do I produce the Ignored Documents report?
- How do I produce two copies?
- How do I purchase a unit from a customer?
- How do I put a customer on stop?
- How do I put a customer\supplier invoice on hold?
- How do I put an employee on emergency tax?
- How do I put an employee on hold?
- How do I put RFL and First Reg Fee onto my order?
- How do I Put the Parts in a Kit Back Into Stock?
- How do I raise a contract invoice?
- How do I re-authorise Platinum for MTD VAT submissions?
- How do I Reactivate a User?
- How do I receive stock by barcode?
- How do I reconcile a nominal centre?
- How do I reconcile foreign currency accounts?
- How do I Record a Contact Against a Customer/Supplier?
- How do I Record a Lost Sale in Stock Control?
- How do I record a prospect's interest in a unit?
- How do I record a signature against a workshop job?
- How do I record advisory work as resolved?
- How do I record benefits in kind?
- How do I record contacts against a prospect?
- How do I record contacts from Prospects Due?
- How do I record employee time in Personnel Planning?
- How do I record employee time using Platinum Online?
- How do I record labour in the workshop using Platinum Mobile?
- How do I record labour in the workshop using Platinum Online?
- How do I record labour in the workshop?
- How do I record secure notes on a workshop job?
- How do I record unit health checks?
- How do I record unit registration plate changes?
- How do I record VAT payments to HMRC?
- How do I Redeem Loyalty Points?
- How do I Refund a Stock Deposit?
- How do I refund a unit deposit?
- How do I refund a workshop deposit?
- How do I refund customer booking deposits?
- How do I remove a keeper from a unit?
- How do I remove a maternity pay entry?
- How do I remove a paternity pay entry?
- How do I remove a payroll period?
- How do I remove a supplier from a range of items?
- How do I Remove a Supplier from a Stock Item?
- How do I remove a user?
- How do I remove a vehicle from my current vehicles list?
- How do I remove an adoption pay entry?
- How do I remove standard codes?
- How do I remove stock associations?
- How do I remove the brief description from a workshop invoice?
- How do I Rename a Stock Code?
- How do I repeat an appointment?
- How do I Replace a Loyalty Card?
- How do I Report on Held Documents?
- How do I reprint a P45?
- How do I reprint a part exchange purchase invoice?
- How do I Reprint a Purchase Order?
- 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 reset the sort order of search results?
- How do I resize my window in Platinum?
- How do I restrict the dates with which a user can log in?
- How do I retire a hire item?
- How do I Retire a Loyalty Card?
- 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 a unit sales quote?
- How do I Retrieve Selected Items from an Order?
- How do I return a unit to a supplier?
- How do I Return Faulty Items?
- How do I Reverse a Nominal Reconciliation?
- How do I reverse a payment on the sales ledger?
- How do I reverse a Payment to a Supplier?
- How do I reverse a payroll leaver?
- How do I reverse a purchase invoice?
- How do I review hold records?
- How do I review new web customers?
- How do I roll back my VAT period?
- How do I run a manual upload to Catalyst Findit?
- How do I run a payroll period?
- How do I Run a Reorder Report?
- How do I run a vehicle cost report?
- How do I run a vehicle fuel cost report?
- How do I run a workshop productivity report?
- How do I run reports at the end of a payroll period?
- How do I run the VAT 100 report?
- How do I Save Standard Logistics Text?
- How do I Schedule a Platinum Macro?
- How do I schedule a technician for a workshop job?
- How do I Search for a Logistics Job Status?
- How do I Search for a Logistics Job?
- 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 search for vehicle cost categories?
- How do I see a list of all purchased units for a date?
- How do I see a list of new\used units in stock?
- How do I see a summary of an employee's pay?
- How do I see all costs allocated to sold units?
- How do I See All Documents rather than just Outstanding?
- How do I see all of a customer's units?
- How do I See Outstanding Stock Deposits?
- How do I see technicians hours?
- How do I see the chart data?
- How do I see the Details of my Outstanding Sales Orders?
- How do I see totals on a workshop job before invoicing?
- How do I see what check sheets have been performed on a unit?
- How do I select different Windows printers?
- How do I Sell Batched Stock Lines?
- How do I sell multiple units on an invoice?
- 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 an SMS to my Drivers?
- How do I send bulk email messages?
- How do I send bulk SMS messages?
- How do I Send Debt Chasing Letters?
- How do I send MOT reminders from the workshop?
- How do I Set a Credit Limit for a Customer?
- How do I Set a Deadline on a Task?
- How do I set a default amount of holiday for employees?
- How do I set a default delivery address?
- How do I Set a Delivery Schedule for Logistics Jobs?
- How do I Set a Minimum Purchase Order Value?
- How do I set a nominal centre to be reconciled?
- How do I Set a Priority on a Task?
- How do I set a program always to print to a specific print record?
- How do I set a unit cost category as a workshop expense?
- How do I set a vehicle cost category as fuel?
- How do I set a workshop job status automatically when I book out parts?
- How do I set a workshop job status automatically when I order parts?
- How do I set a workshop job status using Platinum Online?
- How do I Set Account Pricing for a Customer?
- How do I Set an Alert Message for Stock Items?
- How do I set an employee's working hours?
- How do I set default service and MOT intervals?
- How do I Set Maximum and Reorder levels on Stock?
- How do I set my company HMRC details?
- How do I set or change my Platinum Online Password?
- How do I set qualifying days for sick pay?
- How do I Set Selling Prices for Multiple Sites?
- How do I Set Specific Printers for my Machine?
- How do I set the auto log off time
- How do I set the prices to be used on my ecommerce website?
- How do I set up a child support attachment?
- How do I set up a Club Catalyst Customer?
- How do I set up a Club Catalyst Supplier?
- How do I set up a council tax attachment?
- How do I set up a courtesy\loan unit?
- How do I set up a Customer Loyalty Scheme?
- How do I set up a direct earnings attachment?
- How do I set up a fixed asset register?
- How do I set up a holiday credit scheme?
- How do I set up a new user?
- How do I set up a new vehicle cost category?
- How do I set up a pension scheme in Platinum Payroll?
- How do I Set Up a Privacy Group?
- How do I Set up a Shadow File Price Escalation?
- How do I Set up a Task Status?
- How do I set up account levels on my ecommerce website?
- How do I Set Up Additional Sites?
- How do I set up an appointment status?
- How do I set up and sell a demo unit?
- How do I set up appointment types?
- How do I set up buying groups?
- How do I set up currency translation?
- How do I set up customer/supplier attributes?
- How do I set up employee payment defaults?
- How do I set up Internet Explorer to show stock details in YPEC?
- How do I set up Mandatory Attributes?
- How do I set up payroll adjustments?
- How do I set up payroll attachments?
- How do I set up Platinum for Making Tax Digital?
- 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 prospect finance details?
- How do I set up repetitive journals?
- How do I set up Retail Promotions?
- How do I set up service plans?