When despatching a Sales Order in Protean and one or more items are unavailable, you can partially despatch the Sales Order From a Placed Sales Order, click “Despatch” A Despatch Note will be created and the available quantities will be displayed in the QTY column. Any items not currently available will […]
Further Work Required
Whilst completing a Job on a PDA, an engineer can use the “Further Work Required” button, to enter details of the work required, parts to be ordered etc. Once done on the PDA, office staff can then deal with Further Work by allocating this to a Job, or mark […]
Editing Labour Charges
On a job visit users are able to edit the labour charge for a job when required. Access to this option can be restricted by user / role Open the Labour Visit and click on “Edit Charges” You are then able to edit the different charge types. The charge types […]
Copying Equipment
Protean allows users to create one or more copies of a selected piece of equipment Click on the Equipment icon and find the piece of equipment you would like to copy On the “General” tab, click on “Create Copy” and enter the amount of pieces of new equipment you want […]
Linking site to a different customer
If a Site Account requires a different Invoicing Account associated, you can amend these details through the Customer Record Open the Site Record you want to update If you know the Alpha code of the new Invoice Account you can type it directly into the “Invoice Account” field under the […]
Adding a new Hire Contract Type
If the current Hire Contract Types are not sufficient for your requirements, you can enter a new one Go to System ¦ Hire ¦ Contract Types In the “Name” field delete the current name and type in the name of the new Contract type you require. A message will be […]