Articles

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.

• Empty Pages.
• Articles Under Development.
• Out of Date Articles.

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).

• The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

• '18/07/2018' - How do I Uninstall Platinum Data Manager Server? - CWA OK
• '18/07/2018' - How do I Uninstall Platinum Web Daemon? - CWA OK
• '24/07/2018' - How do I Cancel a Customer Booking? - KK (await facility for cancel status?) - CWA OK
• '31/07/2018' - How do I deal with Manufacturer Deposit Contributions? - NS - CWA OK
• '02/08/2018' - How do I Process a Sales Order through Sales Order Dispatch? - SJ - CWA OK

Suggestions from Programming!

Booking & Hire Article Ideas:

NOTE 

Indentation indicates article linking hierarchy, i.e. Getting Started should have links to all the articles with more asterices below it.

How do I Process a Customer Booking should have the articles with more asterices underneath it linked.

DO NOT DUPLICATE.

• Booking & Hire - Getting Started - CWA OK / KK Written
  • How do I Create a Hire Item? - CWA OK / J Written
  • How do I Create a Hire Item Type? - CWA OK / J Written
  • How do I Process a Customer Booking? - CWA OK / KK Written
    • How do I Handle a Customer Booking Enquiry? - CWA OK / J Written
    • How do I Take a Deposit for a Customer Booking? - CWA OK / J Written
    • How do I Print a Hire Agreement Document? - CWA OK / KK Written
    • How do I Produce a Hire Booking Invoice? - CWA OK / KK Written
    • How do I Take a Payment for a Hire Invoice? - CWA OK / J Written
    • How do I Refund Customer Booking Deposits? - CWA OK / J Written
    • How do I Produce a Security Invoice? - CWA OK KK Written
    • How do I Take a Payment for a Security Invoice? - CWA OK / J Written
    • How do I Customise the Customer Booking Process? - CWA OK / J Written
      • How do I Create a Booking Status? - CWA OK / J Written
• How do I Make a Hire Item Unavailable for a Period? - CWA OK / J Written
  • How do I Create a Hire Item Activity Type? - CWA OK / J Written
• How do I Customise Text on my Booking and Security Invoices? - CWA OK / KK written

• How do I Customise my Booking Agreement Documents? - CWA OK

Include information about the default agreements SXBH005.EPL & SXBH005VS.XML and which is used in which circumstances.

Title Confirmed

• '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
• '27/10/2017' - Payroll Tax Calendar - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
• '13/12/2017' - How do I Add an Unsubscribe Link to my Bulk Emails (this would let people know how to write this link for their bulk Marketing) - CWA Ok. Is this covered by Can Customers Unsubscribe from Platinum Marketing?? - Jamie
• '08/03/2018' - How do I Deal with Betterment? - NS - CWA OK - add the detail in the article & bear in mind that it canbe applied to warranty as well.

• '13/04/2018' - How do I add Allocate Costs to a Vehicle in Vehicle Costings via the Purchase Ledger? -NS- CWA Add a section to the existing article please.

• '10/05/2018' - How do I Deal with Unwanted Vehicle Records? - KK - CWA OK
• '17/07/2018' - How do I Enter a Report Range? - CWA OK
• '17/07/2018' - How do I Create a Report Sort Order? - CWA OK
• '17/07/2018' - How do I Create a Report Column? - CWA OK