Difference between revisions of "How do I Load an Externally Created List to Invoice?"
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− | :Go to {{Menu|{{ST}}|[[Selling | + | :Go to {{Menu|{{ST}}|[[Selling stock at point of sale|Point of Sale]]}}. |
:*Press {{KeyPress|A-F6}} to bring in your list of items. | :*Press {{KeyPress|A-F6}} to bring in your list of items. | ||
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== See also == | == See also == | ||
+ | * [[Stock List Import]] | ||
* [[Using the Yamaha EPC with Platinum]] | * [[Using the Yamaha EPC with Platinum]] | ||
* [[Using the BMW EPC with Platinum]] | * [[Using the BMW EPC with Platinum]] | ||
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{{KB_Tags|invoicing, estimates, quotations, third-party, epc, pre-built list, import list}} | {{KB_Tags|invoicing, estimates, quotations, third-party, epc, pre-built list, import list}} | ||
+ | {{How}} |
Latest revision as of 13:18, 1 September 2021
Summary
Platinum can link to many external third party systems. Many of these systems can build a list of parts to be imported into invoicing and estimating software.
More Information
To load the externally created list you should :
- Stock Control
- Go to " Stock Control Point of Sale".
- Press <Alt+F6> to bring in your list of items.
- Order Processing
- Go to " Order Processing Purchase Ordering Add or Edit Purchase Orders" and create a new order.
- Press <Alt+F6> to bring in your list of items.
- Workshop
- Go to " Workshop Workshop Diary" and get into the relevant Workshop Job. Once you are in the Invoice:
- Press <Alt+F6> to bring in your list of items.
- Unit Sales
- Go to " Unit Sales Unit Sales Documents" and edit the relevant document and go to [Extras].
- Press <Alt+F6> to bring in your list of items.
See also
- Stock List Import
- Using the Yamaha EPC with Platinum
- Using the BMW EPC with Platinum
- Using the Suzuki EPC with Platinum
- Using the Triumph EPC with Platinum
- Using the Harley-Davidson EPC with Platinum
- Using the Honda EPC with Platinum
- Using the KTM EPC with Platinum