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.
Unassigned\On Hold
- How can I Hide Customers/Suppliers from the Account Search? - CWA Hold
- Why are Customers Missing when I Search for them? - CWA Hold
- Why are Suppliers Missing when I Search for them? - CWA Hold
Title confirmed, Assigned & In Progress
CM
- How do I Deal with Fixed Asset Disposals? - CWA OK
- How do I Invoice Multiple Sales Orders? - CM - CWA OK
- How should I Format Sales Text on Items for my Website? - CM - CWA OK
- How should I Format Vehicle Sales Text for my Website? - CM - CWA OK
RG
- How do I Create Problem Codes for Workshop Advisories? - RG - CWA OK
- How do I Create Remedy Codes for Workshop Advisories? - RG - CWA OK
- How Do I Clear Down Logistics Jobs? - RG - CWA OK
- How do I Change Where Vehicle Health Checks and Advisory Reports Print? - RG - CWA OK
- How do I Change the Automated Remedy code for Completed Advisories? - RG - CWA OK
- How do I Change the Time for which a Completed Advisory is Retained? - RG - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- How do HTML Emails work in Platinum? - RH - LW OK
- What should I Consider Before Transferring Platinum to a New Server?- RH - CWA OK
SJ
TL
NS
- How do I Remove Old Backorder References? - NS - CWA ok
JKS JR
Assigned & Awaiting Title Confirmation
New Titles
CM
RG
This would be for vehicles brought straight from a customer rather than a part ex
RH
- Why are my Vehicles not appearing on Exchange and Mart? - RH
- How do I Remove a Supplier to a Part by Stock Group? - RH
- How can I view Previous Adjustments for an Employee? - RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
TL
- Why is my V.A.T. not Calculating as Expected on an Invoice with Discount? - TL
- Why do my Expected and Actual Vehicle Expenses not Match Up? - TL
- How do I Spread a Purchase Invoice? - TL