Difference between revisions of "How do I Load an Externally Created List to Invoice?"
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− | :Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a | + | :Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a purchase order|create a new order]]. |
:*Press {{KeyPress|A-F6}} to bring in your list of items. | :*Press {{KeyPress|A-F6}} to bring in your list of items. | ||
Revision as of 06:29, 10 January 2019
Summary
Platinum can link to many external third party systems. Many of these systems can build a list of parts to be imported into invoicing and estimating software.
More Information
To load the externally created list you should :
- Stock Control
- Go to " Stock Control Point of Sale".
- Press <Alt+F6> to bring in your list of items.
- Order Processing
- Go to " Order Processing Purchase Ordering Add or Edit Purchase Orders" and create a new order.
- Press <Alt+F6> to bring in your list of items.
- Workshop
- Go to " Workshop Workshop Diary" and get into the relevant Workshop Job. Once you are in the Invoice:
- Press <Alt+F6> to bring in your list of items.
- Unit Sales
- Go to " Unit Sales Unit Sales Documents" and edit the relevant document and go to [Extras].
- Press <Alt+F6> to bring in your list of items.
See also
- Using the Yamaha EPC with Platinum
- Using the BMW EPC with Platinum
- Using the Suzuki EPC with Platinum
- Using the Triumph EPC with Platinum
- Using the Harley-Davidson EPC with Platinum
- Using the Honda EPC with Platinum
- Using the KTM EPC with Platinum