Articles
From Catalyst
Revision as of 16:23, 15 August 2011 by Tim Laundon (talk | contribs)
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 Obsolete Stock Lines from the Stock Search? - CWA Hold
- How can I Hide Customers/Suppliers from the Account Search? - CWA Hold
- Why are Stock Codes Missing from the 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
- How do I Remove Old Backorder References? - NS - CWA ok - AWAITING MANTIS
- Creating a Sales Ledger Posting - RG - CWA HOLD
Title confirmed, Assigned & In Progress
- How do I Split an Order Item? - RH - CWA OK
- How do I Retrieve Selected Items from an Order? - RH - CWA OK
- How do I Add a Fuel Surcharge To Logistics Invoices? - RH - CWA OK
- What are the Statuses of a Customer Order? - CM - CWA OK
- How do I Record a Prospect's Interest in a Vehicle? - CM - CWA OK
- How do I Convert a Prospect into an Account? - CM - CWA OK
- How do I Create a Quote for a Prospect? - CM - CWA OK
- How do I Convert a Prospect Quote into a Sales Order? - CM - CWA OK
- How do I Set up Prospect Finance Details? - CM - CWA OK
- How do I Add Finance Details to a Prospect Quote? - CM - CWA OK
- How do I Transfer Prospects Between Sales People? - CM - CWA OK
- How do I Create Additional PDI Job Choices? - CM - CWA OK
- How do I Find a Prospect? - CM - CWA OK
- How do I Print a Ledger Listing? - CM - CWA OK
- How do I Print a Transaction History? - CM - CWA OK
Assigned & Awaiting Title Confirmation
- How do I Review New Web Customers? - DL
- How do I see a Summary of Completable Logistics Invoices? - RG
- How Do I Delete a Saved Delivery Address? - RG
- Booking an MOT - RG
- Booking a Service - RG
- What do the Extra Option Tick Boxes do on my HPI Vehicle Lookups? - RG
- How do I Create a Stock Code to Deal With Delivery Charges? - TL
- How do I Send an Email from Platinum? - CM
- How do I Set a Default Subject for my Emails? - CM
- How do I Change a Deposit against a Vehicle? - RH
- What Should I Consider When Crediting a Vehicle? - CM
- Getting Started - Personnel Planning - TL
- How do I Create Workshop Job Types? - CM
- How do I Create a Category? - CM
- Customising the Planning View in Logistics Management - TL RG> Poss
Duplicate of How do I Configure my Logistics Planning? TL>Different config.
