Category:How
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How do I..., How can I... Questions with solutions.
- For any tips on how to get the best from your software see the Masterclass Tips section.
Pages in category "How"
The following 200 pages are in this category, out of 930 total.
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- How are eBay shipping costs imported?
- How are unit expenses classified?
- How can I assure my units will upload to Catalyst FindIt?
- How can I centralise my PDF Printouts?
- How can I change how Platinum creates accounts?
- How can I change the wording on my SMS messages?
- How can I convert a contact into an account?
- How can I get a stock valuation at a date?
- How can I get Platinum to suggest alternative parts?
- How can I give discount on stock items?
- How can I hide obsolete stock lines from the stock search?
- How can I pin a Platinum shortcut to my windows taskbar?
- How can I Print to PDF Remotely?
- How can I print V55 documents for my units?
- How can I replace my missing Platinum icons?
- How can I retrieve a parts order in the workshop?
- How can I Select which Logistics Jobs to Invoice?
- How can I Stop my Mapped Drive from Being Inaccessible?
- How can I Stop the 'Encourage Contact Data' Requests?
- How can I upload units to my website?
- How can I view my P9(T) documents?
- How can I view only my units on Catalyst FindIt?
- How can I view or reprint a workshop invoice?
- How can I view previous adjustments for an employee?
- How can I View Statistics for this Part?
- How can I View the Total inc VAT in Add or Edit Sales Order?
- How can I view turnover statistics for an account?
- How can I Warn about Parts Being Sold at a Loss?
- How can I Work out the Price excluding VAT?
- How do drivers connect to Platinum Mobile?
- How do drivers connect to Platinum Online?
- How do I account for a unit written off?
- How do I account for finance commission?
- How do I account for internal items?
- How do I account for retained deposits?
- How do I account for VAT on unit deposits?
- How do I activate my new Platinum terminal?
- How do I Add a Credit Card Charge?
- How do I add a fuel cost in vehicle costings?
- How do I Add a Fuel Surcharge To Logistics Invoices?
- How do I Add a Keyboard Function to a Button?
- How do I Add a Macro to a Button?
- How do I Add a Mobile Number to Driver Details?
- How do I add a new contract?
- How do I add a new country?
- How do I add a new currency?
- How do I add a new stock attribute?
- How do I add a payroll leaver?
- How do I add a student loan?
- How do I Add a Sub Contractor to a Logistics Job?
- How do I add a unit check sheet?
- How do I add adoption pay?
- How do I add advisories to a unit?
- How do I add advisories to a workshop job?
- How do I add an invoice manually to a contract?
- How do I add costs in Vehicle Costings?
- How do I add costs to a contract?
- How do I add dimensions to my units?
- How do I add extra information to the e-commerce export?
- How do I add finance details to a prospect quotation?
- How do I add header and/or footer text to documents?
- How do I add internal notes to a workshop job?
- How do I add items to my ecommerce website?
- How do I add labour to a workshop job?
- How do I add maternity pay?
- How do I add more description to a workshop job?
- How do I add multiple drivers to a job?
- How do I add multiple part exchange units?
- How do I add multiple vehicles to a job?
- How do I add news to my website?
- How do I Add Notes to a Logistics Job?
- How do I add notes to a workshop job using Platinum Mobile?
- How do I add notes to a workshop job using Platinum Online?
- How do I add options to a standard menu?
- How do I add or edit a logistics job status?
- How do I Add or Edit Icons for Lists?
- How do I add or edit vehicle cost categories?
- How do I add parts to a workshop job using Platinum Mobile?
- How do I add parts to a workshop job using Platinum Online?
- How do I add parts to a workshop job?
- How do I add paternity pay?
- How do I add payment methods to my payment screen?
- How do I add pension company details to my pension letters?
- How do I add pictures to a workshop job using Platinum Mobile?
- How do I add pictures to a workshop job using Platinum Online?
- How do I Add Post Delivery Notes?
- How do I Add Post Delivery Problem Codes?
- How do I add prospect contacts using Platinum Online?
- How do I add seasonality to hire prices?
- How do I add sick pay?
- How do I adjust a transaction?
- How do I adjust an account opening balance?
- How do I Adjust Batched Stock Lines?
- How do I Adjust Parts Stock Levels after a Theft?
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- How do I adjust the stock level of an item?
- How do I allocate a courtesy unit in the workshop?
- How do I Allocate a Credit Note to an Invoice?
- How do I allocate a driver to their vehicle?
- How do I Allocate a Job to Multiple Centres?
- How do I Allocate a Payment to a Credit Note?
- How do I allocate a payment to an invoice?
- How do I Allocate a Supplier to a Part by Stock Group?
- How do I Allocate an Invoice to a Purchase Order?
- How do I allocate unit stock numbers automatically?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How do I amend a document held record?
- How do I Amend a Purchase Order?
- How do I amend an existing user record?
- How do I amend credit charges per customer?
- How do I amend my aged debt/credit periods?
- How do I amend technician time records?
- How do I Amend the Balance on a Loyalty Card?
- How do I apply a nominal group to a nominal centre?
- How do I apply a temporary reduced rate of VAT?
- How do I apply settlement discount for a customer?
- How do I archive customer or supplier transactions?
- How do I assign a hire price plan to a hire item?
- How do I Assign a Logistics Contract?
- How do I assign a stock number to a non-stock part exchange unit?
- How do I assign a stock number to a non-stock sale units?
- How do I Assign an Email Address to a User?
- How do I assign attachments to an employee?
- How do I assign attributes to a booking?
- How do I assign attributes to a customer or supplier?
- How do I assign attributes to a hire item?
- How do I assign attributes to Orders?
- How do I assign stock to my eBay listings?
- How do I Attach a Scanned Image to a Purchase Invoice?
- How do I authorise a unit sales order?
- How do I authorise and make bulk supplier payments?
- How do I authorise Platinum for Making Tax Digital?
- How do I auto-fill service or MOT dates?
- How do I automatically print a jobcard when I print my unit sales order?
- How do I Book in Batched Stock Lines?
- How do I bring warehouse goods into and out of stock?
- How do I call up the CRM?
- How do I cancel a customer booking?
- How do I carry out a batch stock take?
- How do I change a Logistics job dates in bulk
- How do I change a pension scheme?
- How do I change a tax code?
- How do I change an employee to be a company director?
- How do I change an employees pay frequency?
- How do I change an NI number?
- How do I change employee pension contributions?
- How do I change my activity colours in Platinum Mobile?
- How do I change my activity colours in Platinum Online?
- How do I change my barcode scanner configuration?
- How do I Change my Company Address Details?
- How do I change my financial period?
- How do I Change my Job Entry Prompts?
- How Do I Change my Platinum Password?
- How do I change my screen colours?
- How do I change my unit type?
- How do I Change Prices in Platinum?
- How do I change the automated remedy code for completed advisories?
- How do I Change the Colours on Logistics Statuses?
- How do I change the customer note prompts?
- How do I Change the Details on a Load?
- How do I change the distance prompt on a fuel cost category?
- How do I Change the Drive Letter of my Backup Device?
- How do I change the fuel prompt on a fuel cost category?
- How do I change the invoiced job status in the workshop?
- How do I change the local currency value of a transaction?
- How do I change the method of payment after it has been posted?
- How do I change the order of columns?
- How do I change the order of tabs?
- How do I Change the Prices on a Group of Stock Codes?
- How do I Change the Size of the Text on my Report Results?
- How do I change the sort order of search results?
- How do I Change the Stock Code Note Prompts?
- How do I change the supplier note prompts?
- How do I change the time for which a completed advisory is retained?
- How do I Change the Title on my Advice Notes?
- How do I change the Unit Sales note prompts?
- How do I change the units on the mileage field of a unit?
- How do I change the website used for locating addresses?
- How do I change where unit health checks and advisory reports print?
- How do I Charge for Carrier Bags?
- How do I Check all my POD's Have Been Scanned Correctly?
- How do I check customer order status?
- How do I check details of SMS Messages sent?
- How do I check for stock supersessions when ordering?
- How do I check how many loyalty cards have been Issued?
- How do I check how many loyalty points have been redeemed?
- How do I check how many SMS credits I have left?
- How do I check loyalty card balances?
- How do I check my current financial period?
- How do I check my current financial year?
- How do I Check the Effective Dates of my Parts & Price Files?
- How do I check when I last had a Platinum update?
- How do I Check who a Loyalty Card belongs to?
- How do I choose how to contact a customer through the Retention Centre?
- How do I claim employment allowance?
- How do I Clear Down Logistics Jobs?
- How do I clear down stock history?
