How do I change the labels of the User References? To amend the user reference fields, you will need to go to Config ➔ General➔ User references. Within here, you can select screen where the user reference field appears and amend this Click on the relevant option and then amend […]
How Do I Add A Stock Type?
How Do I Add A Stock Type? To add a new stock type to the system go to Config ➔ Stock ➔ Stock Types In here you will see your existing Stock Types on Protean, to add a new one go to the bottom of the list and enter your […]
Stock Price Categories
How Do I Create A Stock Price Category? Go to Config ➔ Stock ➔ Price Categories Within here you can enter a new Stock Price Category and the Percentage Margin Repeat this for as many categories that you want. Once you have done this, click close and these categories will […]
Attachment Types
What are Attachment Types and what can I do with them? Attachment Types refer to templates in Microsoft Word (.dot). You can create a template in Word, for example a Quote layout , and in this screen inform Protean of it and give it a name. Once you have one […]
Adding New Suppliers
How do I add a new supplier? Click on Suppliers ➔ Create Supplier Select ‘Invoice’ from the type of account that you would like to create and click Next Enter a new alpha code for the Supplier you are creating and click Next Enter the Suppliers details such as Name […]
Adding Miscellaneous Items to a Job Automatically
Adding Miscellaneous Items to a Job Automatically Go to Config ➔ Job ➔ Job Types Within Job Types select the relevant type and click on the Misc Items tab at the top of this window. On this tab you will see listed all of the Miscellaneous types you have setup […]
Setting Up Price Lists For Parts Discounts
Price Lists can be used for, amongst other things, creating customer discount structures for parts sales. For example, you may have some customers on a ‘Standard’ price list, who receive no discount, and some customers on a ‘Preferential’ price list, who receive various levels of discount depending on the category […]
Job Visit – Arrival Time Types
When allocating a job visit to an engineer, either by using the plannerboard or the ‘Add Visit’ button within a job, you can choose whether the job visit is Scheduled, Response Time, or Arranged: The Scheduled Arrival Time Type denotes that the job visit is a planned service or maintenance visit […]
Price Uplifts
Price Uplifts Within Protean you can uplift the Price of a part individually and in bulk. Within Stock > Utilities you have two options to do this: Stock Reprice Supplier Prices Uplift Stock reprice allows you to uplift the Price associated to a Part(s) record using a multitude of different criteria […]
Inspection Types
Once you have created your Inspection Templates, there are a few ways to customise them further. These options are called Inspection Types and can be used to decide at which point an engineer is prompted to fill out each inspection sheet. They are accessed by right-clicking on any of the […]