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• Out of Date Articles.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.

• '10/09/2019' - How do I show a customer as deceased? - KK - CWA OK
• '03/10/2019' - How do I email multiple images? - PS
• '17/10/2019' - How do I deal with brokerage deals in Unit Sales? - TL - CWA OK

Suggestions from Programming!

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

Salesperson Activity:

• How do I update prospects using Platinum Online?
• How do I record a prospect contact using Platinum Online?

Technician Activity:

• How do I create a workshop job using Platinum Online?

Title Confirmed

• '27/09/2018' - How do I record employee time in Personnel Planning? - KK - CWA - Be careful not to duplicate too much with WS Real Time Recording articles. Perhaps update the workshop ones to be more general now?
• '27/09/2018' - How do I amend employee time records? - KK - CWA - This should cover both technicians and employees.

• '05/02/2019' - How do I deal with new unit stocking plans? - KK - CWA OK

• '18/01/2019' - How do I credit a unit on a multiple unit invoice? - NE - (I think this should be a sub-section of How do I credit a unit? - LW) - Agreed CWA
• '03/04/2019' - How do I dispatch sales orders via a shipping service? - KK - LW OK.
• '27/04/2019' - How do I post opening balances? - KK - CWA OK
• '30/04/2019' - How do I account for VAT on hire deposits? - KK - CWA OK
• '06/08/2019' - How do I generate warehouse invoices? - 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!)
• '11/09/2019' - How do I migrate to Platinum Online V2? - KK - CWA OK