Difference between revisions of "Articles"
From Catalyst
| Line 46: | Line 46: | ||
*[[How do I Set up Statuses for Sales Orders?]] - CM | *[[How do I Set up Statuses for Sales Orders?]] - CM | ||
*[[What are the Statuses of a Customer Order?]] - CM | *[[What are the Statuses of a Customer Order?]] - CM | ||
| + | *[[How do I Record a Prospect's Interest in a Vehicle?]] - CM | ||
| + | *[[How do I Convert a Prospect into an Account?]] - CM | ||
| + | *[[How do I Create a Quote for a Prospect?]] - CM | ||
| + | *[[How do I Convert a Prospect Quote into a Sales Order?]] - CM | ||
| + | *[[How do I Setup Prospect Finance Details?]] - CM | ||
| + | *[[How do I Add Finance details to a Prospect Quote?]] - CM | ||
| + | *[[How do I Transfer Prospects Between Sales People?]] - CM | ||
| + | *[[How do I Create Additional PDI Job Choices?]] - CM | ||
Revision as of 21:16, 26 July 2011
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]...
Contents
Knowledge Base
Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.
Unassigned
- How can I Hide Obsolete Stock Lines from the Stock Search? - CWA Hold
- How can I Hide Customers/Suppliers from the Account Search? - CWA Hold
- 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
Title confirmed, Assigned & In Progress
- How do I Remove Old Backorder References? - NS - CWA ok - AWAITING MANTIS
- How do I Do a V.A.T. only Credit? - RH - CWA OK
- How do I Credit a Logistics Job? - RH - CWA OK
- Why are Items Appearing as Modified in my Datafeed? - CM - CWA OK
- How do I Order Parts for a Customer? - RH - CWA OK
- How do I Retrieve a Customer Parts Order? - RH - CWA OK
- How do I Split an Order Item? - RH - CWA OK
- 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
- Creating a Sales Ledger Posting - RG - CWA HOLD
Assigned & Awaiting Title Confirmation
- How do I Create a Warranty Workshop Job? - RG
- Kawasaki Composite Information - CM
- Using the Triumph EPC with Platinum - TL
- How do I Attach a Scanned image to a Purchase Ledger Posting? - RG
- How do I Add a Fuel Charge to a Logistics invoice? - RH
- How to I See a Summary of an Employees Pay - RG
- How do I Create an Appointment Type in Diary Entries? - TL
- How do I set a Deadline on a Task in Tasks Outstanding? - TL
- How do I set a Priority on a Task in Tasks Outstanding? - TL
- How do I Create Quick Text for Workshop Jobs? - TL
- How do I Set up Statuses for Sales Orders? - CM
- What are the Statuses of a Customer Order? - CM
- How do I Record a Prospect's Interest in a Vehicle? - CM
- How do I Convert a Prospect into an Account? - CM
- How do I Create a Quote for a Prospect? - CM
- How do I Convert a Prospect Quote into a Sales Order? - CM
- How do I Setup Prospect Finance Details? - CM
- How do I Add Finance details to a Prospect Quote? - CM
- How do I Transfer Prospects Between Sales People? - CM
- How do I Create Additional PDI Job Choices? - CM
