In the register of contact persons, you will find all contact persons added to customer cards, facilities and orders. Click on a name to see more information about the contact person. On the entry for a contact person, you also see the customer, facility and orders to which the contact…
ServiceProtocol: Service protocol print out setting added. Include date, facility and/or service object description on filename. Admin account needed. Quotation: Added generate button for agreement New supplier EDI integration added: Wuerth
Do you see a red exclamation point next to Service item in the Menu? The exclamation mark informs that there are service objects that should have a next service date but do not. This may be because you chose not to automatically generate a next service when you added a…
Purchase order: Added export button for articles. (csv-file). Statistics: Added todo item filter. TimeReport: Added expenses to the export file. Import price: Corrected so that Last edit date is added to article when updating through import.
WorkOrder – Added lock for ready for invoicing and invoiced orders. Orders can not be edited. ServiceObject – Added filter options and a warning that can be enabled on objects without service. Statistics – Added sales order to article statistics. Quotation – Added feature to select what files to attach…
Schedule the rental in the same way you distribute orders. You can create a sales order and agreement directly from the booking. The Rental function is under development. Feel free to comment on the feature! Rental is activated with a setting for the Planner. No user permissions other than those…
Choose categories and sort lists to suit your needs. Choose categories Select list view by clicking on the right part of this symbol. If this symbol is not present, we have not yet developed a list view for the function. Then click on the + sign. Select categories from the…
Article register: Allowed * as part of an article number Planner: Added service object info on planned orders.
Serviceprotocol.com can be integrated with several accounting software and ERP systems. These are the systems we currently offer integrations with. If your company needs a connection to another accounting or business system, please contact support. Multiple integrations? You can have several integrations to accounting software. On each order (applies to…
Den här symbolen visar att du kan bearbeta flera artiklar, objekt, funktioner … samtidigt. Samlingsfunktionen innehåller olika möjligheter beroende på till vilken funktion den är kopplad. Här är några exempel. Börja alltid med att göra en sökning och/eller en filtrering så att listan inte blir för omfattande och sökningen för…
