Support Tip of the Month
Each month, our support team addresses some commonly asked questions to help you learn more about Platinum.
Recent Articles:
November 2024
Restoring cleared sales or purchase transactions
You can restore previously cleared history and view it again on the customer/supplier history screen.
Click here to find out how to restore cleared history
October 2024
Viewing order history of completed orders
Did you know that you can still see the history or previous orders even if they have been completed?
September 2024
Help adding credit card charges
Did you know that credit card charges can be added to an invoice using a stock code?
August 2024
Setting a minimum profit percentage on parts sales
Did you know that it is possible to configure the minimum profit expected from the sale of stock? If set, this information is used to warn users of low profit as stock is sold.
Click here to find out how to be warned about parts being sold at a loss
July 2024
Creating departments in Platinum Payroll
Did you know you can create departments in your Platinum Payroll system so you can mark your staff with the correct department?
Click here to see how to create a department
June 2024
Saving a Nominal Reconciliation to Return to it Later
Did you know that Platinum allows you to save part way through and return to a Nominal Reconciliation later?
Click here to learn how to load a saved nominal reconciliation
March 2023
Quick Guide to reordering
Did you know the reordering option allows you to review suggested order quantities and create the required Purchase Orders from one menu option?
Click here for a quick guide to reordering
February 2023
How to return faulty items
We recommend you raise a returns purchase order when returning goods to a supplier.
Click here to learn how to create and process your order
January 2023
Print a customer statement
Keeping on top of your debtors can be managed by sending out monthly statements to your customers.
Click here to see how to send individual statements or to all customers via email
December 2022
Create standard workshop jobs
Do you find you constantly add the same text and parts to common workshop jobs? If so creating standard jobs within the workshop system will speed up the process.
Click here to learn how to create a standard workshop job
November 2022
Useful keys in Platinum
Navigating through Platinum can be made easier when you know our common keys.
Click here for useful keys in Platinum
October 2022
Bulk supplier payments
Paying suppliers is a necessary but time consuming process. Using the bulk payments option you can carry out a payment run in minutes.
Click here to see how to authorise and make bulk supplier payments
September 2022
Adding a fuel surcharge to logistics invoices
We understand that fuel charges are a high cost to a haulage business.
Click here to learn how to add a fuel surcharge to logistics invoices
August 2022
Setting up repetitive journals
Do you find you are posting the same journals every month for standing orders such as loan repayments?
Click here to see how to set up repetitive journals
July 2022
Sale or return service to your customers
Do you offer a sale or return service to your customers?
Click here for guidance on how to stock and sell sale or return units
June 2022
Lucky dip stock checks
Do you find it tricky to keep on top of your stock?
Click here to learn how to do regular “random” lucky dip stock checks using Platinum