Category:FAQ
From Catalyst
Frequently Asked Questions with solutions.
- For any tips on how to get the best from your software see the Masterclass Tips section.
Pages in category "FAQ"
The following 200 pages are in this category, out of 348 total.
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- Can I be notified about parts/price updates automatically?
- Can I be notified about Platinum Software updates automatically?
- Can I just enter a post code for an address?
- Can I print out help screens?
- Can I re-print a delivery note?
- Can I re-print a goods received note?
- Can I set unit details from the registration number?
- Can I tell when something was created?
- Creating a new unit by copying an existing unit
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- How can I change the wording on my SMS messages?
- How can I get a stock valuation at a date?
- How can I give discount on stock items?
- How can I pin a Platinum shortcut to my windows taskbar?
- How can I retrieve a parts order in the workshop?
- How can I Stop my Mapped Drive from Being Inaccessible?
- How can I view or reprint a workshop invoice?
- How can I view turnover statistics for an account?
- How do I activate my new Platinum terminal?
- How do I add a payroll leaver?
- How do I add a unit check sheet?
- How do I add header and/or footer text to documents?
- How do I add items to my ecommerce website?
- How do I add labour to a workshop job?
- How do I add more description to a workshop job?
- How do I add notes to a workshop job using Platinum Online?
- 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 pictures to a workshop job using Platinum Online?
- How do I add prospect contacts using Platinum Online?
- 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 amend a document held record?
- How do I amend an existing user record?
- How do I amend my aged debt/credit periods?
- How do I archive customer or supplier transactions?
- How do I assign a stock number to a non-stock part exchange unit?
- How do I authorise a unit sales order?
- How do I authorise Platinum for Making Tax Digital?
- How do I call up the CRM?
- How Do I Change my Platinum Password?
- How do I change my screen colours?
- How do I Change Prices in Platinum?
- 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 check customer order status?
- How do I check how many SMS credits I have left?
- How do I check my current financial period?
- How do I check my current financial year?
- How do I check when I last had a Platinum update?
- How do I claim employment allowance?
- How do I clear Highlighted Locked Users?
- How do I clear locked users?
- How do I close a payroll period?
- How do I configure user access to account properties?
- How do I connect to the Clover device
- How do I control the number of messages the Retention Centre sends?
- How do I Copy a Stock Code?
- How do I copy a unit?
- How do I create a company unit record?
- How do I create a customer turnover report?
- How do I create a new print record?
- How do I create a new prospect?
- How do I create a new Unit Sales finance company?
- How do I create a nominal code?
- How do I Create a Pro-Forma Invoice?
- How do I create a prospect using Platinum Online?
- How do I create a sales or purchase centre?
- How do I create a stock list report?
- How do I create a stock quotation?
- How do I create a supplier balance report?
- How do I create a unit stock list report?
- How do I Create a V.A.T. Only Transaction?
- How do I create a workshop estimate?
- How do I create a workshop job list report?
- How do I create a workshop job using Platinum Online?
- How do I create an employee in the payroll?
- How do I create an insurance workshop job?
- How do I create or edit workshop labour rates?
- How do I create technicians?
- How do I Credit a Logistics Job?
- How do I credit a unit?
- How do I credit a workshop invoice?
- How do I deactivate a user?
- How do I deal with contras?
- How do I deal with finance settlement on a unit?
- How do I deal with returning a unit to a supplier?
- How do I deal with service contracts?
- How do I deal with unit preparation/PDI?
- How do I deal with warranty variance?
- How do I delete customer or supplier accounts?
- How do I delete unit sales finance rates?
- How do I dispatch sales orders via a shipping service?
- How do I Do a Refund in Invoicing & Customer Orders?
- How do I Do a Refund in Point of Sale?
- How do I do a stock check using Platinum Online?
- How do I do a stock take?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- How do I edit an Invoice after it has been posted?
- How do I edit prospects using Platinum Online?
- How do I email payslips to my employees?
- How do I ensure my use of Platinum is compliant with data protection regulations?
- How do I enter customer and supplier payment terms?
- How do I Enter my VAT Number into Platinum?
- How do I enter todays date quickly?
- How do I filter out customers I don't want to contact?
- How do I find a centre?
- How do I find a customer?
- How do I find a driver, vehicle or trailer?
- How do I find a Nominal Ledger Number?
- How do I find a stock code?
- How do I find a supplier?
- How do I find my V.A.T. submission reports?
- How do I find Stock History?
- How do I find un-invoiced workshop jobs?
- How do I get a list of unit purchases?
- How do I get a Valuation of Parts?
- How do I get a valuation of unit stock?
- How do I get my eBay sales in to Platinum?
- How do I get my PC's Platinum terminal ID?
- How do I give discount in the workshop?
- How do I invoice a workshop job?
- How do I Link a PC to a Till?
- How do I Load a Standard Job in Logistics Management?
- How do I load a standard workshop job?
- How do I log labour for fitting extras as an expense?
- How do I make a Customer Exempt of VAT?
- How do I make a payment on a workshop job?
- How do I Make my VAT Number Appear on Invoices?
- How do I migrate to interactive unit check sheets?
- How do I move a deposit to another unit?
- How do I move items on order to a new workshop job?
- How do I order parts for a workshop job?
- How do I output information from list boxes?
- How do I pay finance settlement on a unit purchase?
- How do I pay off an invoice from Purchase Ledger Postings?
- How do I pick orders using Platinum Online?
- How do I post a journal with VAT?
- How do I Post a Petty Cash Receipt?
- How do I post expenses against a unit?
- How do I post reverse charges?
- How do I post warranty credits?
- How do I prepare for RTI submissions?
- How do I print a Customer Statement?
- How do I print a job card?
- How do I Print a List of all my Unreceived Purchase Orders
- How do I Print a List of Customers/Suppliers?
- How do I print a list of nominal centres?
- How do I print a list of purchase centres?
- How do I print a list of sales centres?
- How do I Print a Profit & Loss for the Year?
- How do I Print a Range of Address Labels?
- How do I Print a Transaction History?
- How do I print a unit data sheet?
- How do I print a unit label?
- How do I print address labels?
- How do I print an aged debtor or creditor list?
- How do I print an individual payslip?
- How do I print and email a PDF?
- How do I print and save a stock quotation?
- How do I print employee details?
- How do I Print Stock Labels?
- How do I print to the Windows default printer?
- How do I process a sales order through Sales Order Dispatch?
- How do I process a year end?
- How do I produce a text invoice in Platinum?
- How do I produce a workshop job picking list?
- How do I produce the Ignored Documents report?
- How do I produce two copies?
- How do I purchase a unit from a customer?
- How do I put a customer on stop?
- How do I put RFL and First Reg Fee onto my order?
- How do I re-authorise Platinum for MTD VAT submissions?
- How do I record a signature against a workshop job?
- How do I record contacts against a prospect?
- How do I record contacts from Prospects Due?
- How do I record employee time in Personnel Planning?
- How do I record employee time using Platinum Online?
- How do I record labour in the workshop using Platinum Online?
- How do I Refund a Stock Deposit?
- How do I refund a unit deposit?
- How do I remove a payroll period?
- How do I remove a user?
- How do I Rename a Stock Code?
- How do I reprint a P45?
- How do I reprint a part exchange purchase invoice?
- How do I Reprint a Purchase Order?
