Job Types and Job Type Defaults

Your browser does not support the video tag. Scenario A Job Type does not appear in the dropdown list when creating or amending a job Cause Although the Job Type has been setup, it has not been added to the list of available Job Types for the status of equipment […]

Supplier Discounts

Protean can be used to record, assign and automatically calculate your different levels of purchase discounts. Firstly you need to set up Purchase Discount Categories in System ¦ Stock ¦ Purchase Discount Categories  These allow you to set up different discount levels for a Supplier so that on Purchase Orders […]

Stock Supersessions & Equivalences

Within Protean a Stock Record can be Superseded or a list of Equivalences set. Open a Stock Record we have a Supersede option at the bottom and within the Other Tab, an Equivalences table. Click the Supersede option and you’ll be asked to enter the Part number of the part […]

Stock Reordering

The Stock Reordering feature in Protean can be utilised to suggest a stock order based on various criteria such as history, demand or min/max levels etc. you can then amend the order if you wish and quickly raise the relevant purchase orders. To run the Stock Re-Ordering Process, click on […]

Sage 50 CIS Subcontractors

Subcontractors may fall under the government’s CIS legislation which means that a percentage of the labour charge must be retained, 20% (if verified) or 30% (if un-verified) when they are invoiced by these subcontractors. The CIS module for Sage 50 automatically deducts the correct values from the Purchase Invoices when […]