Difference between revisions of "Articles"

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(Bulk update)
 
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* Save the page.
 
* Save the page.
 
* Click on the {{Red|Red}} link you have created to start creating your page.
 
* 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.
+
* '''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}}...
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== Knowledge Base ==
 
== Knowledge Base ==
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 +
* [[Special:Wantedpages|Empty Pages]].
 +
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
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* [[Special:Wantedpages|Empty Pages]]
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=== Title Suggestion ===
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* [[:Category:Stub|Stub Pages]]
+
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).
  
−
=== Unassigned\On Hold ===
+
{{note|text=
−
*[[How can I Hide Obsolete Stock Lines from the Stock Search?]] - CWA Hold
+
* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
−
*[[How can I Hide Customers/Suppliers from the Account Search?]] - CWA Hold
+
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
−
*[[Why are Stock Codes Missing from the Search?]] - CWA Hold
+
}}
−
*[[Why are Customers Missing when I Search for them?]] - CWA Hold
 
−
*[[Why are Suppliers Missing when I Search for them?]] - CWA Hold
 
−
*[[How do I Remove Old Backorder References?]] - NS - CWA ok - AWAITING MANTIS
 
−
*[[Creating a Sales Ledger Posting]] - RG - CWA HOLD
 
  
−
=== Title confirmed, Assigned & In Progress ===
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
*[[How do I Split an Order Item?]] - RH - CWA OK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
*[[How do I Retrieve Selected Items from an Order?]] - RH - CWA OK
 
−
*[[How do I Add a Fuel Surcharge To Logistics Invoices?]] - RH - CWA OK
 
−
*[[What are the Statuses of a Customer Order?]] - CM - CWA OK
 
−
*[[How do I Record a Prospect's Interest in a Vehicle?]] - CM - CWA OK
 
−
*[[How do I Convert a Prospect into an Account?]] - CM - CWA OK
 
−
*[[How do I Create a Quote for a Prospect?]] - CM - CWA OK
 
−
*[[How do I Convert a Prospect Quote into a Sales Order?]] - CM - CWA OK
 
−
*[[How do I Set up Prospect Finance Details?]] - CM - CWA OK
 
−
*[[How do I Add Finance Details to a Prospect Quote?]] - CM - CWA OK
 
−
*[[How do I Transfer Prospects Between Sales People?]] - CM - CWA OK
 
−
*[[How do I Create Additional PDI Job Choices?]] - CM - CWA OK
 
−
*[[How do I Make Customer Attributes Mandatory?]] - CM - CWA OK
 
−
*[[How do I Make Supplier Attributes Mandatory?]] - CM - CWA OK
 
−
*[[How do I Make Workshop Job Types Mandatory?]] - CM - CWA OK
 
−
*[[How do I Find a Prospect?]] - CM - CWA OK
 
−
*[[How do I Print a Ledger Listing?]] - CM - CWA OK
 
−
*[[How do I Print a Transaction History?]] - CM - CWA OK
 
  
−
=== Assigned & Awaiting Title Confirmation ===
+
==== Suggestions from Programming! ====
−
*[[How do I see a Summary of Completable Logistics Invoices?]] - RG
+
 
−
*[[How Do I Delete a Saved Delivery Address?]] - RG
+
=== Title Confirmed ===
−
*[[Booking an MOT]] - RG
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
*[[Booking a Service]] - RG
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
*[[What do the Extra Option Tick Boxes do on my HPI Vehicle Lookups?]] - RG
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
*[[How do I Create a Stock Code to Deal With Delivery Charges?]] - TL
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
*[[How do I Send an Email from Platinum?]] - CM
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
*[[How do I Set a Default Subject for my Emails?]] - CM
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
*[[How do I Change a Deposit against a Vehicle?]] - RH
+
* {{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)
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
 +
* {{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
 +
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
 +
* {{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

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Articles&oldid=44283"