Support Tip of the Month
Each month, our support team addresses some commonly asked questions to help you learn more about Platinum.
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
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
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
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
Useful keys in Platinum
Navigating through Platinum can be made easier when you know our common keys.
Click here for useful keys in Platinum
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
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
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
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
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