Difference between revisions of "Articles"
From Catalyst
(→Assigned & Awaiting Title Confirmation) |
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*[[Why are Suppliers 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 | *[[How do I Remove Old Backorder References?]] - NS - CWA ok - AWAITING MANTIS | ||
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=== Title confirmed, Assigned & In Progress === | === Title confirmed, Assigned & In Progress === | ||
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*[[What should I do if I Submitted Incorrect P45 Details Online?]] - RH - CWA OK | *[[What should I do if I Submitted Incorrect P45 Details Online?]] - RH - CWA OK | ||
*[[How do I Make a Payment on a Workshop Job?]] - RH - CWA OK | *[[How do I Make a Payment on a Workshop Job?]] - RH - CWA OK | ||
| + | *[[Creating a Sales Ledger Posting]] - RG - CWA OK | ||
| + | *[[How do I Set my Default Service and MOT Intervals?]] - RG - CWA OK | ||
=== Assigned & Awaiting Title Confirmation === | === Assigned & Awaiting Title Confirmation === | ||
| − | |||
*[[How do I Update my Windows Certificate for CommsXL?]] - RH - CWA OK | *[[How do I Update my Windows Certificate for CommsXL?]] - RH - CWA OK | ||
*[[How do I Account for a Vehicle Written Off?]] - RH - CWA OK | *[[How do I Account for a Vehicle Written Off?]] - RH - CWA OK | ||
Revision as of 13:11, 26 September 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\On Hold
- 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
- How do I Remove Old Backorder References? - NS - CWA ok - AWAITING MANTIS
Title confirmed, Assigned & In Progress
- How do I Review New Web Customers? - DL - CWA OK
- What are the Statuses of a Customer Order? - CM - CWA OK
- How do I Record a Prospect's Interest in a Vehicle? - 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
- How do I Transfer Prospects Between Sales People? - CM - CWA OK
- How do I Create Additional PDI Job Choices? - CM - CWA OK
- How do I Print a Ledger Listing? - CM - CWA OK
- How do I Print a Transaction History? - CM - CWA OK
- How do I Send an Email from Platinum? - CM - CWA OK
- How do I Move a Deposit to Another Vehicle? - RH - CWA OK
- How can I Select which Logistics Jobs to Invoice? - RH - CWA OK
- How can I View or Reprint a Workshop Invoice? - RH - CWA OK
- What should I do if I Submitted Incorrect P45 Details Online? - RH - CWA OK
- How do I Make a Payment on a Workshop Job? - RH - CWA OK
- Creating a Sales Ledger Posting - RG - CWA OK
- How do I Set my Default Service and MOT Intervals? - RG - CWA OK
Assigned & Awaiting Title Confirmation
- How do I Update my Windows Certificate for CommsXL? - RH - 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 Find Unpaid Workshop Jobs? - RH - Combine into "Payment on a Workshop Job" article
- How do I Set a Default Subject for my Emails? - CM - No, combine into Sending article.
- What Should I Consider When Crediting a Vehicle? - CM - No. Modify the existing How do I Credit a Vehicle?
- How do I Create an Account From a Prospect? - TL - No, Duplicate.
- How do I View Outstanding Purchase Orders? - TL - CWA No/Redirect to Sales one.
- How do I Search for a Purchase Order? - TL - CWA No/Redirect to Sales one.
