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.
 +
* [[Special:Wantedpages|Empty Pages]].
 +
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
* [[Special:Wantedpages|Empty Pages]]
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=== Title Suggestion ===
* [[:Category:Stub|Stub Pages]]
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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).
  
=== Unassigned ===
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{{note|text=
*[[How do I Print a Satisfaction Note for an Insurance Job?]]
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* 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.
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}}
  
=== Title confirmed, Assigned & In Progress ===
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* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
*[[How do I Deal with Sale or Return Vehicles?]] - RH - OK
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* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
*[[What do I do if my Trial Balance Doesn't Balance?]] - TL - OK
 
*[[How do I Remove Old Backorder References?]] - NS - CWA ok - AWAITING MANTIS
 
*[[How do I Set an Employee's Working Hours?]] - CM - CWA OK
 
*[[How does Prospect Merging work?]] - SJ
 
*[[How do I Transfer Stock between Depots?]] - CM - OK
 
*[[How do I Create Regular Invoices?]] - CM - OK
 
*[[Getting Started - Stock Control]] - TL - CWA OK
 
  
=== Assigned & Awaiting Title Confirmation ===
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==== Suggestions from Programming! ====
*[[How do I Set the Status of a Payroll Attachment?]] - RH
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*[[Getting Started - Vehicle Sales]] -RH
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=== Title Confirmed ===
*[[How do I Search for Vehicles that are In Stock?]] -RH
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* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
*[[How do I Upload Vehicles to My Website?]] - RH
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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 Store/Stock Different Vehicle Types in Platinum?]] - RH
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* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
*[[How Can I Give Discount on Stock Items?]] - RH
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* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
*[[Taking a Parts Deposit?]] - RG
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* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
*[[Taking a Vehicle Deposit?]] - RG
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* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
*[[Taking a Jobcard Deposit?]] - RG
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* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
*[[How Do I Print all the Pages of my Scanned POD?]] - RG
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* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
*[[Getting Started - Vehicle Sales]] - TL
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* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
*[[Getting Started - Workshop]] - TL
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* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
*[[What is the Best way to Enter with Employees that Work a Week "in Lieu"?]] - RG
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* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
*[[How do I add a Macro to a Button?]] - TL
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* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
*[[How do I add a Keyboard Function to a Button?]] - TL
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* {{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
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* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
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* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
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* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
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* {{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
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* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
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* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
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* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
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* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
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* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
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* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
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* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
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* {{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