Protean Virtual Classroom Training Update

Please see below our virtual training courses upcoming in October and November.

We have limited availability on these courses so click on the links below or go to our Professional Services calendar now to avoid disappointment.
https://support.proteansoftware.com/calendar/

Please be aware our special lockdown pricing offer of £75 per delegate, per session ends on 31st October 2020. For courses from 1st November 2020 onward our standard rate of £100 per delegate, per session will apply. However we are pleased to announce our new volume discounts which will apply for all courses from 1st November onward. A discounted rate of £85 per delegate, per session will apply when booking 5 or more places on any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more places on any sessions. These offers apply when you make the required number of bookings at the same time. Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.

***** October Courses *****

Accounts and Accounts Setup

09:30 – Tuesday 27th October – Accounts – Part 1 of 2

  • Nominal Postings Overview
  • Accounts Configuration
  • Accounting Procedures (Daily / Monthly etc)
  • VAT Configuration
  • Settings, reports, reconciliation

09:30 – Wednesday 28th October – Accounts – Part 2 of 2

  • End user accounts functions
  • Sales invoices and credits
  • Batch Invoicing
  • Purchase invoice matching

***** November Courses *****

Maintenance Contract Operations

09:30 – Wednesday 4th November – Maintenance Contract Operations – Part 1 of 2

  • Setting up Maintenance Contracts (Inc Service Groups)
  • Administering Contracts (Inc adding Equipment, removing Equipment, Invoicing & Terminating Contracts correctly)
  • Update Service Jobs

09:30 – Thursday 5th November – Maintenance Contract Operations – Part 2 of 2

  • Maintenance Contract Types
  • Job Types (Modify)
  • Service Types
  • Service Type Defaults
  • Maintenance Module Settings
  • Maintenance Reports
  • Service Groups

Order Processing

13:30 – Monday 9th November – Order Processing

  • Purchase Orders
  • Goods Receiving
  • Returns Notes
  • Sales Orders
  • Dispatch Notes

New Users ** FOC Training **

09:30 – Friday 20th November – New Users ** FOC Training **

Free of Charge Classroom Training Session!

Familiarisation, navigation and basic operations within key modules.

The session will cover all aspects of getting started, navigation and key operations such as creating sites, creating equipment records and logging jobs.

Suitable for all users

Stock Operations

13:30 – Monday 23rd November – Stock Operations – Part 1 of 2

  • Stock Enquiry (including searching for parts),
  • Part Creation
  • Stores
  • Min Max & Multi Supplier parts
  • Serialised Parts, Kit Builds

13:30 – Tuesday 24th November – Stock Operations – Part 2 of 2

  • Job Stock Issues (and reporting on fulfillable issues)
  • Stock Adjustments (incl Stock Taking)
  • Purchasing Stock
  • Goods Received
  • Stock Set Up (Types/Discounts/Categories), All utilities, Parts Kits

For further courses and dates see our training calendar at: https://support.proteansoftware.com/calendar/

How do these courses work?
We host these course on our cloud based servers.  Each user will have their own login to a Protean training database, to truly get that hands-on experience.  All the courses will be delivered by one of our experienced consultants, who will be able to guide the delegates through the course and assist as required. 

How much does each course cost?
Delegates have the option to sign up for as many or as few courses as they wish and companies can register more than one delegate on each session. Up until 31st October 2020 each session will cost £75 (which is a special discounted rate during the lockdown period) per delegate, per session and will last around two and a half hours. From 1st November 2020 each session will cost £100 per delegate, per session. A discounted rate of £85 per delegate, per session will apply when booking 5 or more spaces on any sessions and a rate of £75 per delegate, per session will apply when booking 10 or more spaces on any sessions. These offers apply when you make the required number of bookings at the same time. Please email consultants@proteansoftware.co.uk when booking to ensure your discount is applied.

For more information on any course contact consultants@proteansoftware.co.uk.

Please take a look at our professional services calendar for details of future training courses and other events: https://support.proteansoftware.com/calendar/

These sessions will be held remotely in our virtual classroom and are available to delegates from all of our customers.

Specific organisational processes may be discussed during Delegate Q&A at the end of each session.

Morning sessions start at 9.30am and run until approximately 12pm.  Afternoon sessions start at 13.30 and run until approximately 4:00pm.