How do I create Sales Opportunity Attributes? To create, edit or remove Sales Opportunity Attributes, simply go to: System > CRM > Sales Opportunity Attributes • To create a new Attribute click into the next blank Attribute line and begin typing the name of the new Attribute • Select a […]
How do I enter a Purchase Invoice in the Currency of the Supplier?
How do I enter a Purchase Invoice in the Currency of the Supplier? Protean facilitates a full Multi-Currency purchasing system. Further, this allows Purchase Invoices to be entered in multiple currencies. If you are not currently using this feature, it must be enabled before you can post such invoices. To […]
How do I Partially Despatch a Sales Order?
How do I Partially Despatch a Sales Order? On a Sales Order, you may wish to despatch items at different stages whether this is because there are insufficient stock quantities or the customer has requested an interval in between despatches. You can consequently, partially Despatch a Sales Order. For a […]
How do I Post Supplier Costs to a Job if the Job has been Completed?
How do I Post Supplier Costs to a Job if the Job has been Completed? There may be occasions where you receive a Supplier Invoice for items that cannot be matched to a GRN. This can be unexpected charges, or even costs that need to be retrospectively added to the […]
How do I Quote a Maintenance Contract?
How do I Quote a Maintenance Contract? If you wish to create a quoted Maintenance Contract, simply go to: Maintenance Create Contract Create the Maintenance Contract as necessary adding the equipment as required with the relevant Service Schedule and Charges Once the done, click the ‘Print Contract’ button This process […]
How Do I Use the Data Import Wizard
How do I Use the Data Import Wizard? The Data Import Wizard can be used to import data into Protean – this is particularly useful when trying to get large amounts of Data into Protean that would otherwise be time-consuming and tedious. To Import Data in this method, go to: […]
Price List
Price Lists This facility allows you to set up various stock pricing lists (selling prices) which can then be attached to your customers. You can choose various methods of price calculation for a Price List. These are: Standard Price Less % – If this method is chosen the system will […]
Scheduler
The Scheduler is a copy of the Protean front-end programs set to run in the background looking for Tasks and Alerts that need to be run. These Tasks & Alerts are set up in the normal Protean front-end. It is strongly recommended that you carry out the set up of […]
Scheduler Preset Alerts
Go to System > Utilities > Scheduler Click the ‘Create’ button and then Alert The Alert section of the Scheduler will open. Using the drop-down list ‘Type’ on the right-hand side select which preset Alert you wish to use. Once selected the Name and Description will be populated. Select the […]
Scheduler Tasks
Go to System > Utilities > Scheduler Click the ‘Create’ button and then Task Enter a name for this Task. From the drop-down list select the Type of Task you wish to perform. The choices are listed & explained below: Next, select the date & time when you wish to […]