Difference between revisions of "Articles"

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(Bulk update)
 
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* Login to the Knowledge Base and press the {{Button|edit}} button, add your page name to the list below (order does not matter) in between ''[[<your page name>]]'' below.
 
* Login to the Knowledge Base and press the {{Button|edit}} button, add your page name to the list below (order does not matter) in between ''[[<your page name>]]'' below.
 
* Save the page.
 
* Save the page.
* Click on the <span style="color:red">''Red''</span> link you have created to start creating your page.
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* Click on the {{Red|Red}} link you have created to start creating your page.
* '''Follow''' the rules outlined in the [[http://thrash/mediawiki/index.php?title=Writing_Knowledge_Base_Articles guide]] for how to write your article.
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* '''Follow''' the rules outlined in the [[https://wiki.office.catalyst-uk.com/kb/Writing_Knowledge_Base_Articles guide]] for how to write your article.
  
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
  
 
== Knowledge Base ==
 
== Knowledge Base ==
Articles in <span style="color:red">''red''</span> have yet to be written, articles in <span style="color:blue">''blue''</span> have already been written and their entry here can be removed.
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Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
*[[What is the Stock Turn?]]
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* [[Special:Wantedpages|Empty Pages]].
*[[How are Vehicle Expenses classified?]]
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* [[:Category:Under Development|Articles Under Development]].
*[[How do I Create a Sales/Purchase Centre?]]
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* [[:Category:Update|Out of Date Articles]].
*[[How do I Post a Petty Cash Receipt?]] TL
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*[[How do I Find Un-Invoiced Workshop Jobs?]] Needs Reviewing
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=== Title Suggestion ===
*[[How do I Credit a Vehicle?]] Needs Reviewing
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When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
*[[How do I Rename a Stock Code?]] TL
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*[[How do I Check Details of Text Messages Sent?]] RH
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{{note|text=
*[[How do I Produce a Non-VAT Invoice for a Customer?]] RH
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* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
*[[How do I Record Contacts Against a Prospect?]] CM
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* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
*[[How do I Create a Quotation?]] RG
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}}
*[[How do I Remove Old Quotations?]] RG
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*[[Where Can I Find My Findit username and Password?]] RH
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* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
*[[Why are certain parts slow to use in the system?]] RH
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* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
*[[How do I run a stock Valuation report at a Date?]] RH
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*[[How Can I run a Stock Valuation at a Date?]] RH
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==== Suggestions from Programming! ====
*[[How to create a new purchase centre?]] RH
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*[[How to create a new Sales Centre?]] RH
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=== Title Confirmed ===
*[[How do I Search for a Workshop job?]] RH
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* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
*[[How do I Create a New Task in Tasks Outstanding?]] TL
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* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
*[[How do I View Customer/Supplier History?]] TL
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* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
 +
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
 +
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
 +
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
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* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
 +
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
 +
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
 +
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
 +
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
 +
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
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* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
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* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
 +
* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
 +
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
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* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
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* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
 +
* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
 +
* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
 +
* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
 +
* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
 +
* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
 +
* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I change a Logistics job dates in bulk]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I setup Enhanced Check Sheets]] - PS
 +
 
 +
=== On Hold ===
 +
==== Waiting for Mantis ====

Latest revision as of 13:55, 8 July 2024

Use this page to add articles.

  • Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
  • Save the page.
  • Click on the Red link you have created to start creating your page.
  • Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

Title Suggestion

When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

  • Titles should be in lower case (except for the first letter, any Platinum options and any trade names).
  • The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

Suggestions from Programming!

Title Confirmed

On Hold

Waiting for Mantis