Articles
From Catalyst
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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 3886
Title confirmed, Assigned & In Progress
- What are the Statuses of a Customer Order? - CM - CWA OK
- How do I Create a Quote for a Prospect? - 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 Move a Deposit to Another Vehicle? - RH - CWA OK
- How do I Account for a Vehicle Written Off? - RH - CWA OK
- How do I Set Up and Sell a Demo Vehicle? - RH - CWA OK
- How do I Create New Methods of Payment? - RH - CWA OK
- How do I Transfer Stock Between Companies? - TL - CWA OK
Assigned & Awaiting Title Confirmation
New Titles
- Getting Started - Vehicle Costings - RG - CWA OK
- Getting Started - Order Processing - RG - Do we need SOP and POP separately? See CWA
- How do I Change my Financial Period? - TL
- How do I Record a Contact Against a Customer/Supplier? - TL - CWA OK
New Titles not Approved
- What Should I Consider When Crediting a Vehicle? - CM - No. Modify the existing How do I Credit a Vehicle?
- How do I Find Unpaid Workshop Jobs? - RH - Combine into "Payment on a Workshop Job" article
