Stock Adjustment Categories Go to Config > Stock > Stock Adjustment Categories Choose the appropriate category from the drop-down list under which you wish to create your ‘reason’. See table below for a run down of the categories: Adjustment – Normal adjustments to stock e.g Spot Check, Returns to Supplier etc […]
How to Switch Mobile Engineer Licences
How to Switch Mobile Engineer Licences In such an instance that you employ a new engineer to replace an engineer that has since left your company, you may want to switch the licence so that the new employee assumes the licence used by the old employee. To do this process […]
How do I Add a Part to a Job from an Engineer’s Van Stock?
How do I Add a Part to a Job from an Engineer’s Van Stock? To add a part to a job from an Engineer Van you will need to: On the relevant job, ensure there is a labour visit for the engineer whose van has the stock you are looking […]
Creating or Amending Job Titles
How do I add or amend Job Titles? Job Titles can be setup for use against Customer Contacts. To add or amend these, go to: Config > CRM > Job Titles On the resulting window, simply click ‘Add’ to add a new Job Title It is also possible to edit […]
Adding Adjustment Categories
Adding Adjustment Categories The Adjustment Categories option in Protean allows you to add additional Stock Adjustment reasons, Sales Credit reasons, Supplier Return reasons amongst a few others. To add additional returns reasons for purchase return notes, go to: Config > Stock > Adjustment Categories Select the appropriate option from […]
Creating a Purchase Order for Parts for Stock
Creating a Purchase Order for Parts for Stock To create a Purchase Order for parts for Stock, go to: Purchases > Create Order Ensure the Type on top right is set to ‘Parts’ (Parts is set by default) Select a supplier using the supplier search option or simply type in […]
Creating a Purchase Order for Parts for a Job
Creating a Purchase Order for Parts for a Job To create a Purchase Order for parts for Stock, go to: Purchases > Create Order Alternatively, the order can be created directly from the Parts tab of the Job the parts are required for. Simply click ‘Raise PO’ to create the […]
How do I create or amend Job Groups?
How do I create or amend Job Groups? To add or amend a Job Group, simply go to: Config > Job > Job Groups • On the resulting window, simply click ‘Add’ to add a new Job Group • It is also possible to edit Job Group names by highlighting […]
How do I remove a Misc item from a job?
How do I remove a Misc item from a job? If you need to remove a miscellaneous item that has been added to a job, simply go to the relevant job: • Select the Misc Item by clicking in its record selector • Click the ‘cross’ button in the bottom […]
Employee Departments
This form can be used to maintain the departments used in the Employee screens. Go to Config > General > Employee Departments on the menu. To add a new Department click the ‘Add’ button. A small window will open. Type in the name of the Department you wish to create […]