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 […]
Sales Opportunity Status’
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 […]
Sales Opportunity Attributes
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 […]
Setting up Suppliers to Use Discounts
Setting up Suppliers to use Discounts Supplier Discounts can be pre-set in Protean to acknowledge Supplier RRP with a discount. There are multiple stages to set these up as follows: The Purchase Discount system works by grouping Parts together in Purchase Discount Categories, you will need to set up Purchase […]
How to Create a Purchase Order for Equipment
How to Create a Purchase Order for Equipment To create a Purchase Order for parts for Equipment, go to: Purchases > Create Order Ensure the Type on top right is set to ‘Equip’ (Parts is set by default) Select a supplier using the supplier search option or simply type in […]
How to Create a Purchase Order for Miscellaneous Items
How to Create a Purchase Order for Miscellaneous Items To create a Purchase Order for Miscellaneous Items, go to: Purchases > Create Order Ensure the Type on top right is set to ‘Miscellaneous’ (Parts is set by default) Select a supplier using the supplier search option or simply type in […]
Creating a Miscellaneous Purchase Order for a Job
Creating a Miscellaneous Purchase Order for a Job To create a Purchase Order for Miscellaneous Items, go to: Purchases > Create Order Alternatively, the order can be created directly from the Misc tab of the Job the items are required for. Simply click ‘Raise PO’ to create the order from […]
How to Create a Cross-Hire Purchase Order
How to Create a Cross-Hire Purchase Order To create a Purchase Order for Cross Hire items, go to: Purchases > Create Order Ensure the Type on top right is set to ‘Cross-Hire’ (Parts is set by default) Select a supplier using the supplier search option or simply type in the […]
How to Have Purchased Items Delivered Straight to Site
How to have Purchased Items Delivered Straight to Site When you create a Purchase Order (of any type), the ‘Deliver To’ field defaults to the Address/Alpha of the Main Store of the controlling Depot. This can be changed by selecting a different receiving Store (even an engineer’s Van). The addresses […]
How to Receive/Book in a Purchase Order
How to Receive/Book in a Purchase Order On the Purchase Order you are booking in click the ‘Book In’ button. This will create a ‘Goods Received Note’ (GRN) record with all the items on the Purchase Order that are to be booked in. On the GRN you can specify the […]