Access Rights & Reports Using the Access Rights screen you can exclude a Security role from either all reports for a certain module (e.g. Equipment) or you can individually pick and choose which reports they have access to. Go to System > Security > Access Rights To exclude certain users […]
Access Rights and Invoicing
Go to System > Security > Access Rights Then go to Systems > Sales Invoicing > Forms If you wish to exclude a Security Role from invoicing all together, highlight the Invoice folder by single clicking and ‘tick’ the selected roles. The Invoicing entry on the menu will no longer […]
Access Rights
Access Rights Go to System > Security > Access Rights The left hand pane of the screen in front of you is an ‘explorer’ style interface which lists all the forms (screens), reports and actions which can be secured. For example by double-clicking on the ‘system’ folder you will see […]
Invoice Cycle
The Invoice Cycle setting allows you to specify the invoicing interval. This information is held on the Customer Record but can be changed on the Job, Contract or Order. The available options are: Immediate Daily Weekly Monthly Quarterly Bi-Annually Annually When you run batch invoicing through the Invoicing Module you […]
Invoice Grouping
Invoice Grouping When you create or import Customers into Protean this setting is used as the default invoice grouping for that Customer. These values can be changed individually. This can be amended in System > Settings > Sales Invoicing Invoice Grouping is used for consolidating invoices. For example: If you […]
Protean Customer Web Interface
Protean Customer Web Interface The Customer Web Interface (CWI) allows your customers to use the internet to not only view their equipment information live from your Protean data but also run reports and even log jobs and request quotes. Each of your customers can have a unique login name & […]
How do I sell Miscellaneous Items?
To sell Miscellaneous Items you will need to create a Sales Order. To do this, go to: Sales > Create Sales Order • Ensure the ‘Type’ in the top right is set to ‘Miscellaneous’ • Enter the Invoice and/or the Delivery Account codes for the customer you are selling the […]
How do I set up a Global Suspension?
A global suspension will allow you to Suspend Hire charges over a given period for whatever reason e.g. Bank Holiday hire charges To set this up, go to: Hire Global Suspensions • Enter the Criteria that will help you specify the contracts that this suspension will affect • Leaving the […]
How do I set up a list of my Competitors?
The list of Competitors you create here are used on Sales Opportunities to allow you to allocate known competition on potential sales deals. This can be useful for reporting purposed. To set up competitors go to: System > CRM > Competitors • Click the ‘Add’ button • On the resulting […]
How do I Set Up the Plannerboard?
The Plannerboard can be personalised so it can show you details as prioritised. The colours for each blocks can be amended as necessary too. To set this up, go to: System Job Engineer Plannerboard Setup • On the resulting window you should see the ‘Bar Text’ tab • On this […]