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

• Click finish and this will create this new customer for you.

How do I add a new Site Address?

• Click on Customers to view the Global Enquiry screen

• Search for the customer that you want to create the site for and click on the Create button at the top of the screen

• Select ‘Delivery/Site’ option for the type of account to create and click Next

• The system will automatically assign this new site an alpha code that relates to the customer it is linked to. This can be amended if you want the site to have a different alpha code. Once this is entered, click Next

• Enter the new site details such as the address and telephone number. Click finish and this will create this new site for you.

How do I create a new Prospect?

• Click on Customers – Create Customer. Select Prospect from the type of account you want to create and click Next

• • The system will automatically enter an alpha code using the Prospect prefix and Prospect number settings within Protean. This can be amended if you want a different alpha code for the Prospect. Once this is entered, click Next:

• Enter the new Prospect details such as the address and telephone number. Click finish and this will create this new Prospect for you.