Difference between revisions of "How do I add parts to a workshop job using Platinum Online?"
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== Summary == | == Summary == | ||
| − | This article explains how to add parts to a Workshop Job using | + | This article explains how to add parts to a Workshop Job using {{PlatinumOnline}}. |
| − | + | == More Information == | |
| + | * Log in to Platinum Online. | ||
| + | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} then click {{Button|Log in}}. | ||
| − | + | {{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]]}} | |
| − | |||
| − | |||
| − | {{ | + | {{Warning|text=Please note the {{DataPrompt|Depot}} option is only relevant to parts enquiries and does not affect the depot your stock will be taken from. This is controlled by the depot linked to your [[How do I set up a new user?#Multi-Site Setups|site/user]].}} |
| − | * All Jobs | + | * Go to {{Menu|{{WS}}|Technician Activity}}. |
| + | * All Jobs your system is [[How do I record labour in the workshop using Platinum Online?#Settings|configured]] to display will be listed on screen. | ||
* Select the Job you wish to add a part to. | * Select the Job you wish to add a part to. | ||
| + | * Find the {{Menu|Job Parts}} section. | ||
* Select {{Button|Add Part}}. | * Select {{Button|Add Part}}. | ||
* Either: | * Either: | ||
| Line 17: | Line 19: | ||
** Enter the exact Part Number and press {{Button|Go}} or {{Button|Add Part}}. The item will be automatically booked to the Job. | ** Enter the exact Part Number and press {{Button|Go}} or {{Button|Add Part}}. The item will be automatically booked to the Job. | ||
** Enter part of the item description or part number. Press {{Button|Go}} or {{Button|Add Part}}. | ** Enter part of the item description or part number. Press {{Button|Go}} or {{Button|Add Part}}. | ||
| − | ** Any items matching the search text will be listed | + | *** Any items matching the search text will be listed. |
| − | ** | + | *** Select the item you want to add. |
{{Note|text=If you select an item which is not in the list of matching parts it will be added to the Job as a descriptive line, with no prices set. This will need to be checked and amended to make sure an actual stock code is booked to the job before it is invoiced. To highlight this to the Workshop Manager, see ''Setting a Problem Status'' below.}} | {{Note|text=If you select an item which is not in the list of matching parts it will be added to the Job as a descriptive line, with no prices set. This will need to be checked and amended to make sure an actual stock code is booked to the job before it is invoiced. To highlight this to the Workshop Manager, see ''Setting a Problem Status'' below.}} | ||
| − | {{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job.}} | + | {{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job.}} |
| − | == Setting a Problem Status == | + | == Removing Parts == |
| + | A part that was added to a job in error can be removed. | ||
| + | |||
| + | * Go to {{Menu|{{WS}}|Technician Activity}} and locate the job as described above. | ||
| + | * Select the 3 dots {{Icon|ellipsis-v}} to the left of the part you wish to remove. | ||
| + | * Select the {{Menu|Remove part}} option. | ||
| + | |||
| + | {{Note|text=You can remove any part that was added by you in the current Platinum Online session. You may remove other parts subject to the {{Menu|Delete job items}}{{WS}} security setting in Platinum.}} | ||
| + | |||
| + | == [[How do I set a workshop job status using Platinum Online?|Setting a Problem Status]] == | ||
The Status of a Job can alter when a technician adds a part which doesn't exist on the system. | The Status of a Job can alter when a technician adds a part which doesn't exist on the system. | ||
| Line 30: | Line 41: | ||
* Enter a Status in {{DataPrompt|Status for remote job alert}} or press {{KeyPress|C-F1}} to search for it. | * Enter a Status in {{DataPrompt|Status for remote job alert}} or press {{KeyPress|C-F1}} to search for it. | ||
| − | {{Note|text=If a status doesn't exist then you can | + | {{Note|text=If a status doesn't exist then you can click {{Button|Add}} to create a new status. Use a 3 character code and a suitable description. Set a {{DataPrompt|Background}} colour then click {{Button|Done}} and {{Button|Accept}}.}} |
| + | |||
| + | == Why does Platinum Online not list some of my Parts? == | ||
| − | + | {{PlatinumOnline}} downloads the first {{DataValue|1000}} items that are in stock at the technicians's default depot and stores them for offline use. | |
| − | + | If the device is offline when you are adding parts, then only the 1000 stored parts can be searched when finding a part. | |
| − | == | + | == Why can't I enter a quantity? == |
| − | Platinum | + | If you don't see any quantity fields, or you cannot click on them and they are greyed out, then your Platinum System is out of date and needs to be updated to enable them. To update Platinum, please see [[Downloading a Platinum update]]. |
| − | |||
| − | |||
| − | === Log Out | + | == Synchronising Platinum Online == |
| − | At the end of each day you should log out of | + | {{PlatinumOnline}} will use your internet connection periodically to update your Workshop system. To force the system to refresh and update: |
| − | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Activity | + | * Go to the {{Tab|Technician Activity}} screen. |
| + | * Select {{Button|Refresh}}. | ||
| + | |||
| + | == Log Out == | ||
| + | At the end of each day you should log out of {{PlatinumOnline}}. | ||
| + | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Technician Activity}}. | ||
* Select {{Button|Logout}}. | * Select {{Button|Logout}}. | ||
== See also == | == See also == | ||
| − | |||
* [[How do I connect to my Platinum Online?]] | * [[How do I connect to my Platinum Online?]] | ||
| − | * [[How do | + | * [[How do technicians connect to Platinum Online?]] |
| − | * [[Adding | + | * [[Adding pictures]] |
| − | * [[How do I | + | * [[How do I add pictures to a workshop job using Platinum Online?]] |
| − | * [[How do I | + | * [[How do I add notes to a workshop job using Platinum Online?]] |
| − | * [[How do I | + | * [[How do I record labour in the workshop using Platinum Online?]] |
| − | + | * [[How do I create a workshop job using Platinum Online?]] | |
| + | * [[How do I set a workshop job status using Platinum Online?]] | ||
| + | * [[How do I record a signature against a workshop job?]] | ||
| − | {{KB_Tags|workshop jobcard, parts, stock, | + | {{KB_Tags|workshop jobcard, parts, stock, online, app}} |
| − | {{FAQ}}{{ | + | {{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} |
| − | {{ | ||
| − | {{ZN_WorkshopManager}} | ||
Latest revision as of 07:50, 6 October 2022
Contents
Summary
This article explains how to add parts to a Workshop Job using Platinum Online.
More Information
- Log in to Platinum Online.
- Enter your 'Online ID' and 'Password' then click [Log in].
 | To check/set up your Platinum Online log in details, click here |
 | Please note the "Depot" option is only relevant to parts enquiries and does not affect the depot your stock will be taken from. This is controlled by the depot linked to your site/user. |
- Go to " Workshop Technician Activity".
- All Jobs your system is configured to display will be listed on screen.
- Select the Job you wish to add a part to.
- Find the " Job Parts" section.
- Select [Add Part].
- Either:
- Scan the item Barcode. The item will be automatically booked to the Job.
- Enter the exact Part Number and press [Go] or [Add Part]. The item will be automatically booked to the Job.
- Enter part of the item description or part number. Press [Go] or [Add Part].
- Any items matching the search text will be listed.
- Select the item you want to add.
| If you select an item which is not in the list of matching parts it will be added to the Job as a descriptive line, with no prices set. This will need to be checked and amended to make sure an actual stock code is booked to the job before it is invoiced. To highlight this to the Workshop Manager, see Setting a Problem Status below. |
 | Periodically your device will synchronise with your live Platinum system. At this point the items will be added to the Job. |
Removing Parts
A part that was added to a job in error can be removed.
- Go to " Workshop Technician Activity" and locate the job as described above.
- Select the 3 dots to the left of the part you wish to remove.
- Select the " Remove part" option.
| You can remove any part that was added by you in the current Platinum Online session. You may remove other parts subject to the " Delete job items"Workshop security setting in Platinum. |
Setting a Problem Status
The Status of a Job can alter when a technician adds a part which doesn't exist on the system.
Goto " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for "status remote".
- Enter a Status in "Status for remote job alert" or press <Ctrl+F1> to search for it.
| If a status doesn't exist then you can click [Add] to create a new status. Use a 3 character code and a suitable description. Set a "Background" colour then click [Done] and [Accept]. |
Why does Platinum Online not list some of my Parts?
Platinum Online downloads the first '1000' items that are in stock at the technicians's default depot and stores them for offline use.
If the device is offline when you are adding parts, then only the 1000 stored parts can be searched when finding a part.
Why can't I enter a quantity?
If you don't see any quantity fields, or you cannot click on them and they are greyed out, then your Platinum System is out of date and needs to be updated to enable them. To update Platinum, please see Downloading a Platinum update.
Synchronising Platinum Online
Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Technician Activity] screen.
- Select [Refresh].
Log Out
At the end of each day you should log out of Platinum Online.
- Select the 3 bars () to the left of [Technician Activity].
- Select [Logout].
See also
- How do I connect to my Platinum Online?
- How do technicians connect to Platinum Online?
- Adding pictures
- How do I add pictures to a workshop job using Platinum Online?
- How do I add notes to a workshop job using Platinum Online?
- How do I record labour in the workshop using Platinum Online?
- How do I create a workshop job using Platinum Online?
- How do I set a workshop job status using Platinum Online?
- How do I record a signature against a workshop job?
