Difference between revisions of "Articles"

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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://wiki/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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=== Title Suggestion ===
 
=== Title Suggestion ===
−
When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
+
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).
 +
 
 +
{{note|text=
 +
* Titles should be in <b>lower case</b> (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.
 
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
 +
}}
  
−
* {{DataValue|19/01/2017}} - [[A Quick Guide to Reordering]] - KK - CWA OK
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* {{DataValue|19/01/2017}} - [[How do I Print a Reorder Report?]] - KK - CWA OK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* {{DataValue|19/01/2017}} - [[An In Depth Guide to Reordering]] - KK (use the  How do I Run a Reorder? Report article to link to these suggested articles) - CWA Explain to me please
 
−
 
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
−
 
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* {{DataValue|21/10/2016}} - [[How do I Transfer a Vehicle to Another Dealer?]] - KK - CWA OK
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|27/10/2016}} - [[How do I Print an Individual Payslip?]] - KK - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* {{DataValue|28/07/2015}} - [[Nominal Integration]] KK - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* {{DataValue|27/10/2016}} - [[Adding Videos]] - KK (ref mantis job 8096) - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* {{DataValue|22/08/2016}} - [[How do I Deal with Shared Parental Leave?]] - KK - CWA
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* {{DataValue|01/11/2016}} - [[How do I Amend a Purchase Order?]] - KK - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* {{DataValue|02/11/2016}} - [[How do I Deal with Underpayments?]] - KK (Customers underpaid by value of a bank charge) - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* {{DataValue|16/11/2016}} - [[Used Vehicle Stocking Plans]] - KK - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* {{DataValue|07/12/2016}} - [[How do I Record Vehicle Registration Plate Changes?]] - KK - CWA 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|23/02/2016}} - [[What do I do if I accidentally link HPI details to the wrong vehicle model?]] - SJJ - LW 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|21/04/2015}} - [[How do I Record Labour in the Workshop using Platinum Mobile?]] - CWA OK could include:
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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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** "How to record labour to a job"
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* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
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** "How to record labour to job activities" (aka labour items. I couldn't find any existing documentation on this, so maybe it needs to go in a more general section?)
+
* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
−
** "How to record downtime"
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* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
−
** "Why does 'Your current activity' change to red sometimes on the job details page?" - because you're viewing a job to which you are not currently recording time.
+
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
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* {{DataValue|02/08/2016}} - [[How do I Bring Stock In?]] - CWA
+
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
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* {{DataValue|02/08/2016}} - [[How do I Send Stock Out?]] - CWA
+
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
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* {{DataValue|02/08/2016}} - [[How do I Set Up Warehouse Charging?]] - CWA
+
* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
−
* {{DataValue|15/04/2016}} - [[How do I Deal with Tips in Platinum?]] - CWA OK (Include gratuities in the keywords)
+
* {{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|03/11/2016}} - [[How do I Stop the Retention Centre Sending Messages?]] - NS (for when a vehicle is no longer owned by a customer) - CWA OK
+
* {{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 ===
 
=== On Hold ===
 
==== Waiting for Mantis ====
 
==== 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"