Within a supplier record it is possible to specify an email address so that purchase orders can easily be sent via email to the supplier. Within the Accounts tab, enter an Email To address within the Purchase Orders section. When you next choose to email a purchase order for that […]
Customers: Invoice Email Addresses
Within the Accounts tab of the customer record, it is possible to set a default email address which is used when producing invoices within Protean. This email address will take effect for all invoices produced for the customer, whether they are generated manually or via the batch invoicing routine. The […]
Customers: Require Order Numbers
If your customer requires an order number to be provided in order for any work to be carried out, this can be configured within the Accounts tab of the Customer record. In all cases, requiring an order number can not be bypassed, so an entry must be made in the […]
Migrating to a New Server
If you are purchasing a new server, you should check our technical guidelines document to see our current recommended specifications. Note that any specifications within this document are advisory, and if any other applications will be installed on the servers then provision should be made for these. We can provide […]
Protean Technical Guidelines
Protean Technical GuidelinesYour browser may not support inline PDFs, you can download the PDF by clicking here. Protean Technical GuidelinesĀ
Labour Profiles Hierarchy
To determine why a customer is being charged a certain labour rate on a job, take a look at the below hierarchy to see where the charge is coming from. All entries within the below list will override any entries below it, so if a Job Type is setup to […]
Engineer Commission Profiles
Your browser may not support inline PDFs, you can download the PDF by clicking here. Commission ProfilesĀ
Register for our upcoming free webinars. March – May 2018
We are pleased to announce our next 3 webinars! Register now to find out how to get the most out of Protean using existing functionality. Employee Setup and Security Access Rights Thursday 29th March 2018, 10:00AM-11:00AM BST Find out how to setup employees and create security roles for controlling access […]
Webinar: Business Alerts
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Webinar: Hire Module Overview
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