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• Out of Date Articles.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 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.

• '13/05/2020' - How do I record warranty details on a unit? - KK - LW OK
• '13/05/2020' - How do I produce a statement when invoicing? - KK - LW OK
• '21/05/2020' - How do I convert a batched item into a unit? - KK - LW OK
• '02/06/2020' - How do I configure user access to account properties? - KK - LW OK
• '09/06/2020' - Shipping Service Links - KK - to list the linked services (Intelligent shipper for now) and the configuration for each. - LW OK (Should be conntected in someway to Platinum Links?)

Suggestions from Programming!

• How do I customise payroll calculations for employees? - CWA OK

Title Confirmed

• '05/02/2019' - How do I deal with new unit stocking plans? - KK - CWA OK
• '30/04/2019' - How do I account for VAT on hire deposits? - KK - CWA OK
• '07/06/2019' - Changing a company status? - KK - Internal Wiki article and external - CWA This needs to be a more general title about what to do when a company has a change of status, i.e. it is sold or converts to Ltd (or back to not Ltd!)
• '21/11/2019' - How do I deal with fitted items on units? - KK - CWA OK - awaiting mantis job
• '25/11/2019' - How do I create a purchase order in a supplier currency? - KK - CWA OK
• '14/01/2020' - How do I create a company unit record? - KK - CWA OK
• '06/02/2020' - Farm Plan integration details - KK - CWA OK
• '03/10/2019' - How do I email multiple files? - PS - CWA OK - take the info out of the Adding files article and move into this article. Link between the two articles KK
• '16/02/2020' - How do I create quick sale buttons? - KK - CWA OK (RT to write)
• '16/02/2020' - How do I import a stock quote to a workshop job? - NT - CWA OK
• '30/03/2020' - How do I credit a customer booking invoice? - KK - LW OK
• '09/04/2020' - How do I transfer a stock quote to a sales order? - TL - CWA OK
• '21/04/2020' - How do I check which units will upload to Catalyst Findit? - KK - CWA OK
• '21/04/2020' - How do I check which third party websites are allocated to my units? - KK - CWA OK
• '07/05/2020' - How do I import stock into Shopify? - PS - CWA OK