Difference between revisions of "Articles"

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(→‎New Titles)
(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* [[:Category:Update|Out of Date Articles]].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]]
+
=== Title Suggestion ===
−
* [[: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 3886
 
  
 +
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
 +
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
  
−
=== Title confirmed, Assigned & In Progress ===
+
==== Suggestions from Programming! ====
−
*[[What are the Statuses of a Customer Order?]] - CM - CWA OK
 
−
*[[How do I Create a Quote for a Prospect?]] - 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
 
−
----
 
−
*[[Getting Started - Order Processing]] - RG - CWA OK
 
−
----
 
−
*[[How do I Account for a Vehicle Written Off?]] - RH - CWA OK
 
−
*[[How do I Set Up and Sell a Demo Vehicle?]] - RH - CWA OK
 
−
----
 
−
*[[How do I Transfer Stock Between Companies?]] - TL - CWA OK
 
−
*[[BMW CSP System Setup]]
 
−
*[[How do I Change my Financial Period?]] - TL - CWA OK
 
−
*[[How do I Record a Contact Against a Customer/Supplier?]] - TL - CWA OK
 
  
−
=== Assigned & Awaiting Title Confirmation ===
+
=== Title Confirmed ===
−
==== New Titles ====
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
*[[How do I return Faulty Items?]] - RH
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
*[[Why are my Vehicles not appearing on Bennetts Classified?]] - RH
+
* {{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
−
*[[How do I Credit a Vehicle Purchase Invoice?]] - RG
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
*[[How do I Deal with my Held Documents?]] (R&P - Held Doc reports) - RG
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
----
+
* {{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
  
−
==== New Titles not Approved ====
+
=== On Hold ===
−
*[[What Should I Consider When Crediting a Vehicle?]] - CM - No. Modify the existing How do I Credit a Vehicle?
+
==== Waiting for Mantis ====
−
*[[How do I Find Unpaid Workshop Jobs?]] - RH - Combine into "Payment on a Workshop Job" article
 

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"