From time to time, you will need to enter a new licence key, whether this is because you have amended the number of licences you have or whether this is a renewal of your current Protean Licence. To add a new licence key go to: System > Security > Licence […]
How do I uplift my Maintenance Contract rates automatically?
It is possible to uplift Maintenance Contract rates at any given time using a number of different criteria allowing you to apply a blanket price increase or an increase for a specific contract. To do this go to: Maintenance > Uplift Contract Charges • On the resulting window on the […]
How do I use Customer Attributes?
To add Customer Attributes to a Customer record go to: Customers • On the resulting Global Enquiry, search for the Customer you wish to add Attributes to • Within the Customer record go to the ‘Attributes’ tab • On the right hand side of the screen is the ‘Master List’ […]
Turning Parts into Equipment
Turning Parts into Equipment Protean allows for you to be able to hold parts in stock that become maintainable pieces of equipment when issued to customers. Whether this is a set of parts that come together as a kit to become a single piece of equipment or whether they are […]
What are Sales Opportunity Attributes and What can I do with them?
Sales Opportunity Attributes are user-definable fields that allow you to store an unlimited amount of information about a Sales Opportunity. Benefits include: Information Storage Attributes allow you to store information about a Sales Opportunity – Given that they are completely user-definable, you can hold as much or as little information […]
What are Sales Opportunity Status’ for?
What are Sales Opportunity Status’ for? Sales Opportunities allow you to record a contact with a Customer or Prospect that may result in a sale. As part of this function you can keep track of the Status of the Opportunity using the Sales Opportunity Status’. There are user-definable fields (except […]
What are the different Labour Session status?
What are the different Labour Session status’? There are a number of different of labour session status. The details of each is outlines below: Status Meaning Entry – The Labour Session has not yet been saved for the first time. Unallocated The Session has been saved, but as yet no […]
Partially receiving a Purchase Order
If you do not receive all the items that you have added to a Purchase Order, you can book in the items received making the status as “Part Received” The way to do this differs if you have done a Parts, Equipment or Misc Purchase Order Once a Purchase Order has been Placed, […]
Setting Purchase Order limits for Employees
Setting Purchase Order limits for Employees The Purchase Order Limit can be set per individual Employee Record to control the amount each user can authorise. This limit is referred to when the Purchase Order is raised, and again when Goods Received Notes are booked in. If for example if a […]
Service Jobs
How do I create the automatic Service Jobs? Warning: Please note that this routine will create every service job due in accordance to the criteria you enter so if you have any queries or concerns contact the Support Desk before running this routine or try it on your practice database […]