Difference between revisions of "Articles"
From Catalyst
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*** [[How do I Produce a Security Invoice?]] | *** [[How do I Produce a Security Invoice?]] | ||
*** [[How do I Take a Payment for a Security Invoice?]] | *** [[How do I Take a Payment for a Security Invoice?]] | ||
| − | *** [How do I Customise the Customer Booking Process?]] | + | *** [[How do I Customise the Customer Booking Process?]] |
**** [[How do I Create a Booking Status?]] | **** [[How do I Create a Booking Status?]] | ||
* [[How do I Make a Hire Item unavailable for Customer Bookings for a Period?]] | * [[How do I Make a Hire Item unavailable for Customer Bookings for a Period?]] | ||
Revision as of 10:59, 10 July 2018
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.
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.
- '10/05/2018' - How do I Deal with Unwanted Vehicle Records? - KK (i.e. not deleting them but instead changing status and valuation exc flag)
- '10/05/2018' - How do I Create Sales Order Picking Bins? - KK
Suggestions from Programming!
Booking & Hire Article Ideas:
- Booking & Hire - Getting Started
- How do I Create a Hire Item?
- How do I Create a Hire Item Type?
- How do I Process a Customer Booking?
- How do I Take a Customer Booking Enquiry?
- How do I Take a Deposit for a Customer Booking?
- How do I Print a Hire Agreement Document?
- How do I Produce a Customer Booking Invoice?
- How do I Take a Payment for a Customer Booking?
- How do I Refund Customer Booking Deposits?
- How do I Produce a Security Invoice?
- How do I Take a Payment for a Security Invoice?
- How do I Customise the Customer Booking Process?
- How do I Make a Hire Item unavailable for Customer Bookings for a Period?
- How do I Customise the Text on my Booking and Security Invoices?
Title Confirmed
- '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
- '15/04/2016' - How do I Deal with Tips in Platinum? - CWA OK (Include gratuities in the keywords)
- '11/08/2017' - How do I Create a Workshop Job List Report? - KK - CWA OK
- '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.
