In instances where engineer’s purchase parts for a job, follow the process below to show this on Protean:
- Select the appropriate job and select the ‘Complete’ option
- Move to the parts tab of the job and hit the ‘Add’ button
- Enter the part number of the part you will be purchasing and/or search for it using the filter options
- Once found, choose the part and hit the ‘Select’ button
- Fill out details of the purchase including the quantity and stock state
- Then tick the ‘Engineer Purchase’ to enter the price paid for the part(s)
- Add any additional notes and press ‘OK’
- The part(s) have now been added to the job as an engineer purchase.
- Note that the quantities of the part can be amended, but this does not update the price paid for the parts – this will need to be updated manually accordingly