Difference between revisions of "How do I add parts to a workshop job using Platinum Online?"
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{{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]].}} | {{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]].}} | ||
| − | * All Jobs | + | * All Jobs your system is [[How do I Record Labour in the Workshop using Platinum Mobile?#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. | ||
* Select {{Button|Add Part}}. | * Select {{Button|Add Part}}. | ||
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{{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 == | == Setting a Problem Status == | ||
Revision as of 12:08, 11 December 2017
Contents
Summary
This article explains how to add parts to a Workshop Job using Platinum Mobile.
Please note you may also add parts via " Activity Manager" through Platinum Online. This requires a constant internet connection.
More information
- Select the Platinum Mobile Icon from your Home screen.
- Enter your 'Online ID' and 'Password' - these are the same details as your Platinum Online log in details.
 | To check/set up your Platinum Online log in details, click here. |
- All Jobs your system is configured to display will be listed on screen.
- Select the Job you wish to add a part to.
- 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 under [Matching Parts].
- Press the [+] symbol next to the item you want to select.
| 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. |
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 create one. |
Why does Platinum Mobile not list some of my Parts?
Platinum Mobile downloads the first '1000' items that are in stock at the technicians's default depot.
Synchronising Platinum Mobile
Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Activity Manager] screen.
- Swipe down the screen. You should see a message saying 'Updating'.
Log Out
At the end of each day you should log out of Platinum Mobile.
- Select the 3 bars () to the left of [Activity Manager].
- Select [Logout].
See also
- Installing Platinum Mobile
- How do I connect to my Platinum Online?
- How do my Technicians Connect to Platinum Mobile?
- Adding Pictures
- How do I Add Pictures to a Workshop Job using Platinum Mobile?
- How do I Add Notes to a Workshop Job using Platinum Mobile?
- How do I Record Labour in the Workshop using Platinum Mobile?
