The following fields are updated when exporting from Protean to Sage 200 Customers (Only those on Active status) Fields Updated on Creation Only • Alpha • Currency • Tax Code • Email Address • Country Fields Updated on Creation and Update • Name • Address • Payment Terms (based on […]
Sage 200 to Protean Import
The following fields are updated when Importing from Sage 200 to Protean Customers (inc . those On Hold) Fields Updated on Creation Only • Alpha • Currency • Tax Code • Status (Set to Active) Fields Updated on Creation and Update • Name • Address (Inc. Country if setup) • […]
Image Compression
Image Compression **Please note this is only available from version 7.3.4630** You can now change the level of compression on the images sent on the Mobile app To do this engineers will need to do the following on the mobile app Log out of Protean > Either Press and hold […]
How do I create or amend Engineer Types?
Engineer Types – Creation Go to System > Job > Engineer Types on the menu. To add a new Type click the ‘Add’ button. A window opens. Here type in the name of the new Type you wish to add and click OK. It is added to the list and […]
Engineer Types
Engineer Types – Explanation Engineer Types can be used to split your Engineers up into groups. This may be based on various factors, such as their service controller, geographic location or skill set. On the Engineer Plannerboard you can then filter your list of Engineers by this Type (and other […]
Price Lists – Price Calculation Methods
Price Lists – Price Calculation Methods On Protean there are 8 types of price calculation available to use on Parts. Actual Cost Plus % – If this method is chosen the system will look at the cost price of the stock item that was actually paid (as opposed to the […]
Landed Cost Types – Creation
Go to System > General > Landed Cost Types on the menu. Find a blank line on the screen and type a description in the Landed Cost field for the type of landed cost you are adding. Select the Method of calculation. This can either be a percentage or a […]
Landed Cost Types – An Explanation
Landed Cost Types allow you to create a list of the different kinds of Landed Costs you have to deal with when purchasing goods from overseas suppliers. A Landed Cost could be the cost of the insurance for a shipment, or an agents fee, or government duty on imports and […]
An Employee is leaving what do I do?
There is no delete facility in Employee in Protean. If an Employee leaves, simply remove the Active flag from their Employee record. This will disable their User Name and Password (if a User) and remove them from the Employee and Engineer lists throughout Protean, whilst leaving them available to re-activate […]
Equipment Types
Equipment Types Equipment Types consist of three levels of information. These are Category, Type and Sub-Type. Together they form a kind of family tree to act as a framework for your equipment records. Each Make & Model that you create on Protean is slotted into this framework. This means that […]