Difference between revisions of "How do I do a stock check using Platinum Online?"

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== Summary ==
 
== Summary ==
This article explains do a stock check to correct your stock levels of an item from your Platinum System on your preferred smartphone.
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This article explains how to carry out a stock check from your preferred mobile device.
  
== More Information ==
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=== Using your Platinum Online Account for a Stock Check ===
{{Information|text=By "Smartphone" we mean Phones like the Apple iPhone and Samsung Galaxy, i.e. anything with a mobile data connection and a web browser. This means tablets like the Apple iPad, Samsung Galaxy Note\Tab and Google Nexus will work too.}}  
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Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]].
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* From the "Sidebar" options, select {{DataPrompt|Stock}} and then {{DataPrompt|Stock Check}}.
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* Either:
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** Find the part you require by entering the {{DataPrompt|Stock Number}}, {{DataPrompt|Barcode}} or part of the stock description.
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** or,
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** Tap {{Button|Lucky Dip}} to perform a random stock check which returns a list of 10 random stock items.
  
=== Using your Platinum Online Account for a Stock Check ===
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{{Tip|iconsize=small|text=If your search returned multiple items select a part from the list by tapping it.}}
First Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|HERE]].
 
* From the "Sidebar" options select {{DataPrompt|Stock}} and then {{DataPrompt|Stock Check}}.
 
* Find the part you require by entering the {{DataPrompt|Stock Number}},  {{DataPrompt|Barcode}} or Part of the stock description
 
  
{{Example|text=oil filter}}
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* In the {{DataPrompt|Quantity}} field, enter the quantity that you counted.
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* In the {{DataPrompt|Location}} field, enter the location where the item is stored. Please note: this must already exist in Platinum as locations cannot be created via Platinum Online.
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* Tap the {{Button|Submit}} to update the quantity level and location.
  
{{Tip|text=For multiple parts Select a part from the list by left clicking it.}}
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After tapping {{Button|Submit}} you will be taken back to the list of stock items on the previous page with the stock item you just updated removed.
  
* Enter the Stock Level in the {{DataPrompt|Quantity}} Field and click {{Button|Submit}} to correct the level
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If you are performing a random stock check you should repeat the process above until there are no more items left in the list.
  
 
== See also ==
 
== See also ==
* [[What Browser should I be using with Platinum Online?]]
 
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do I set or change my Platinum Online Password?]]
 
* [[How do I set or change my Platinum Online Password?]]
* [[How do I Upload Vehicle Pictures from my Phone Using Platinum Online?]]
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* [[How do I do a stock enquiry using Platinum Online?]]
* [[How do I Upload Pictures for Parts from my Phone\Tablet?]]
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* [[How do I do a stock take?|Stock Take options]]
* [[How do I See my Platinum Sales Figures from my Phone\Tablet?]]
 
* [[How do I do a Stock Enquiry from my Phone Using Platinum Online?]]
 
  
{{KB_Tags|connect, platinum, online, stock, figures, levels, level, iphone, htc, samsung, apple, galaxy, one, lg, ios7, android, jelly, bean, jellybean, windows, phone, 8, nokia, lumia}}
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{{KB_Tags|connect, platinum, online, stock, figures, levels, level, random, check, lucky-dip}}
{{KB_PlatinumOnline}} {{KB_ST}} {{FAQ}}
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{{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_ST}}

Latest revision as of 09:41, 13 November 2023

Summary

This article explains how to carry out a stock check from your preferred mobile device.

Using your Platinum Online Account for a Stock Check

Log into your Platinum Online account as explained here.

  • From the "Sidebar" options, select "Stock" and then "Stock Check".
  • Either:
    • Find the part you require by entering the "Stock Number", "Barcode" or part of the stock description.
    • or,
    • Tap [Lucky Dip] to perform a random stock check which returns a list of 10 random stock items.
If your search returned multiple items select a part from the list by tapping it.
  • In the "Quantity" field, enter the quantity that you counted.
  • In the "Location" field, enter the location where the item is stored. Please note: this must already exist in Platinum as locations cannot be created via Platinum Online.
  • Tap the [Submit] to update the quantity level and location.

After tapping [Submit] you will be taken back to the list of stock items on the previous page with the stock item you just updated removed.

If you are performing a random stock check you should repeat the process above until there are no more items left in the list.

See also


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Keywords AND Misspellings
connect, platinum, online, stock, figures, levels, level, random, check, lucky-dip