How do I attach Equipment together? To link two or more items of Equipment together, open the equipment record of the secondary or subordinate item and click on the attachments tab If you know the equipment number of the item to which this one is to be attached, then […]
Customer Site Routes, Areas and Notes
How do I assign a Site Route to a customer? Click on Customers to view the Global Enquiry screen Search for the customer that you want to assign the site route to and double click onto this customer Select the appropriate Site route from the drop-down list for this customer […]
How do I add a new Customer?
How do I add a new Customer? Click on Customers ➔ Create Customer Select Invoice from the type of account you want to create and click Enter a new alpha code for this new customer and click Next Enter the new customer details such as the address and telephone number […]
Managing Accounting Periods
Managing Accounting Periods Go to System ➔ Periods Within Periods you will see a list of all the available accounting Periods in Protean. If you are coming towards the end of the list it is recommended you add at least another years’ worth of Ledger Months by clicking the ‘Add […]
How Do I Remove An Existing Misc Type?
Go to System ➔ Accounts ➔ Misc. Nominal Codes Highlight the row you would like to delete. The misc item will then be deleted. Please note if a misc code has been used previously you will be unable to delete it.
Change Database
How do I link my Protean program to another data file? To change the database that Protean is using, you will need to click on File ➔Protean ➔ Change database Select the database that you want to use within the list of available databases on the server selected. If you […]
Manufacturers
Manufacturers To create a new manufacturer, you will need to go to System ➔ Stock ➔ Maintenance Within here, you can add a new manufacturer by entering a code for the manufacturer and the name of the manufacturer Repeat this for as many manufacturers that you want to add. Once […]
Hire Extras
How do I add a new Hire extra? Go to System ➔ Hire ➔ Hire Extras Enter the details of the new hire extra You will need to enter: Description – The description of the Hire extra Default Quantity – How many will be added by default Unit cost […]
Creating a Customer Attribute
Creating a Customer Attribute Go to: System ➔ CRM ➔ Customer Attributes At the bottom of the list there will be a blank row. Within here you can enter the name of your new Attribute, select the Type and Category. If you need to enter a new Category, type the […]
How To Set Up A Recipient Group
How To Set Up A Recipient Group Go to System ➔ More ➔ Recipient Groups Within here you will see your list of Groups, to add a new Recipient group click ‘Add’ and name your new group Once created to add employees to the group you need […]