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• Out of Date Articles.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.

• '02/11/2016' - How do I deal with Underpayments? - KK (Customers underpaid by value of a bank charge)
• '03/11/2016' - How do I stop the Retention Centre sending a message to a vehicle - NS (for when a vehicle is no longer owned by a customer)

Title Confirmed

• '20/10/2016' - How do I View Reconciled Transactions? - KK - LW OK (Covers Bank Rec items and Nominal Rec Items in one article)
• '21/10/2016' - How do I Transfer a Vehicle to Another Dealer? - KK - CWA OK
• '27/10/2016' - How do I Print an Individual Payslip? - KK - CWA OK
• '28/07/2015' - Nominal Integration KK - CWA OK
• '27/10/2016' - Adding Videos - KK (ref mantis job 8096) - CWA OK
• '01/11/2016' - How do I View Who Owns a Loyalty Card? - KK - CWA OK
• '01/11/2016' - How do I View the Balance on a Loyalty Card? - KK - CWA OK
• '01/11/2016' - How do I Amend the Balance on a Loyalty Card? - KK - CWA OK
• '01/11/2016' - How do I Replace a Loyalty Card? - KK - CWA OK
• '01/11/2016' - How do I Retire a Loyalty Card? - KK - CWA OK
• '22/08/2016' - How do I Deal with Shared Parental Leave? - KK - CWA

• '01/11/2016' - How do I View or Amend my Stock Optimisation Settings? - KK - CWA OK
• '01/11/2016' - How do I Amend a Purchase Order? - KK - CWA OK

• '22/10/2015' - How do I Update my Kramp Cost Prices? - TL - CWA OK

• '28/10/2016' - How do I Enter my Vat Payment? - RG - CWA OK
• '28/10/2016' - How to I Deal with the Death of an Employee? - RG - CWA OK

• '15/04/2016' - How do I Deal with Tips in Platinum? - CWA OK (Include gratuities in the keywords)

• '23/02/2016' - What do I do if I accidentally link HPI details to the wrong vehicle model? - SJJ - LW OK.
• '21/04/2015' - How do I Record Labour in the Workshop using Platinum Mobile? - CWA OK could include:
  • "How to record labour to a job"
  • "How to record labour to job activities" (aka labour items. I couldn't find any existing documentation on this, so maybe it needs to go in a more general section?)
  • "How to record downtime"
  • "Why does 'Your current activity' change to red sometimes on the job details page?" - because you're viewing a job to which you are not currently recording time.

• '02/08/2016' - Getting Started - Warehousing - CWA
• '02/08/2016' - How do I Bring Stock In? - CWA
• '02/08/2016' - How do I Send Stock Out? - CWA
• '02/08/2016' - How do I Set Up Warehouse Charging? - CWA