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Job Types and Job Type Defaults
Your browser does not support the video tag. Scenario A Job Type does not appear in the dropdown list when creating or amending a job Cause Although the Job Type has been setup, it has not been added to the list of available Job Types for the status of equipment […]
Creating a Customer Account
Your browser does not support the video tag. How to create a Customer account within Protean.
Creating a Supplier Account
Your browser does not support the video tag. How to create a Supplier account within Protean.
Advanced Filtering
Your browser does not support the video tag. How to use the Global Enquiry advanced filtering within Protean.
Maps and Route Planning
Your browser does not support the video tag. How to use the Mapping and Route Planning functionality within Protean.
Supplier Discounts
Protean can be used to record, assign and automatically calculate your different levels of purchase discounts. Firstly you need to set up Purchase Discount Categories in System ¦ Stock ¦ Purchase Discount Categories These allow you to set up different discount levels for a Supplier so that on Purchase Orders […]
Stock Supersessions & Equivalences
Within Protean a Stock Record can be Superseded or a list of Equivalences set. Open a Stock Record we have a Supersede option at the bottom and within the Other Tab, an Equivalences table. Click the Supersede option and you’ll be asked to enter the Part number of the part […]
Stock Reordering
The Stock Reordering feature in Protean can be utilised to suggest a stock order based on various criteria such as history, demand or min/max levels etc. you can then amend the order if you wish and quickly raise the relevant purchase orders. To run the Stock Re-Ordering Process, click on […]
Sage 50 CIS Subcontractors
Subcontractors may fall under the government’s CIS legislation which means that a percentage of the labour charge must be retained, 20% (if verified) or 30% (if un-verified) when they are invoiced by these subcontractors. The CIS module for Sage 50 automatically deducts the correct values from the Purchase Invoices when […]