Articles
From Catalyst
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) - CWA OK
- '10/05/2018' - How do I Create Sales Order Picking Bins? - KK - CWA OK
- '17/07/2018' - How do I Enter a Report Range? - CWA OK
- '17/07/2018' - How do I Create a Report Sort Order? - CWA OK
- '17/07/2018' - How do I Create a Report Column? - CWA OK
Suggestions from Programming!
Booking & Hire Article Ideas:
- NOTE
- Indentation indicates article linking hierarchy, i.e. Getting Started should have links to all the articles with more asterices below it.
How do I Process a Customer Booking should have the articles with more asterices underneath it linked.
- DO NOT DUPLICATE.
- Booking & Hire - Getting Started - CWA OK
- How do I Create a Hire Item? - CWA OK
- How do I Create a Hire Item Type? - CWA OK
- How do I Process a Customer Booking? - CWA OK
- How do I Handle a Customer Booking Enquiry? - CWA OK
- How do I Take a Deposit for a Customer Booking? - CWA OK
- How do I Print a Hire Agreement Document? - CWA OK
- How do I Produce a Hire Booking Invoice? - CWA OK
- How do I Take a Payment for a Hire Invoice? - CWA OK
- How do I Refund Customer Booking Deposits? - CWA OK
- How do I Produce a Security Invoice? - CWA OK
- How do I Take a Payment for a Security Invoice? - CWA OK
- How do I Customise the Customer Booking Process? - CWA OK
- How do I Create a Booking Status? - CWA OK
- How do I Make a Hire Item Unavailable for a Period? - CWA OK
- How do I Customise Text on my Booking and Security Invoices? - CWA OK
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.
