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Showing articles from platinum tag

Platinum Multi-Branch - Setting up shared accounting with MYOB AccountRight

**1.1 Activate Your Head Office With MYOB AccountRight** * Log into your Main Branch (Head Office) * Click on '**Integrations > Accounting Integrations > MYOB AccountRight**' * Click '**Authorise MYOB AccountRight**' * Enter your my.MYOB username and password * Select '**Sign In**' * Enter your Administr…

PLATINUM - Head Office Vehicles Overview

Head Office Vehicles Overview ![][1] The Vehicles tab is very similar to the layout of the suppliers tab in a normal branch. 1. You have the list of suppliers that can be ordered by any of the columns 'Rego', 'Make', 'Model' or 'Customer Name'. 2. The Pen icon will take you to the vehicle to be edited. [1]: ht…

Platinum - Head Office Customers Overview

![][1] The customers tab is very similar to the layout of the customers tab in a normal branch. 1. You have the list of customers that can be ordered by any of the columns 'Customer', 'Mobile' or 'Phone Number'. 2. There are also 4 icons next to each customer that you can use: Pen icon - Takes you to the customer …

Platinum - Head Office Companies Overview

Platinum - Head Office Companies Overview This tab includes all of the branches that you currently have linked to your main Head Office branch. If you are expecting to see more companies here these will need to be set up and linked to your Head Office branch. You can do this by clicking the 'Envelope' button on the …

Platinum - Head Office Products Overview

Head Office Products Overview ![][1] The Products tab is very similar to the layout of the Products tab in a normal branch. 1. You have the list of products that can be ordered by any of the columns 'Item Code', 'Description', 'Brand', 'Retail Price', 'Cost' or 'Qty'. 2. There is also the Pen icon that will take y…

PLATINUM - Head Office Suppliers Overview

The suppliers tab is very similar to the layout of the suppliers tab in a normal branch. 1. You have the list of suppliers that can be ordered by any of the columns 'Supplier', 'Suburb', 'Phone Number' or 'Website'. 2. There are also 3 icons next to each customer that you can use: Pen icon - Takes you to the suppli…

Platinum Multi-Branch - How to add a customer from another branch

The following is a guide on working with Customers in Workshop Software's Platinum Multi-branch system. This guide is specifically for anyone with Platinum Multi-Branch subscription. _**How to add a customer that has used another branch**_ **Please note:** At this time, this feature can only be used in the customer …

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