• Update 2023-03-31

    • 3 April 2023
      • News
    • Supporten

    Article register: Allowed * as part of an article number Planner: Added service object info on planned orders.

  • Integrations with accounting software and ERP

    • 30 March 2023
    • Supporten

    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…

  • Collection functions

    • Supporten

    This symbol shows that you can process multiple articles, objects, functions, etc. at the same time. The collection function contains different possibilities depending on which function it is linked to. Here are some examples. Always start by doing a search and/or filtering so that the list does not become too…

  • Import a storage / inventory

    • 23 March 2023
    • Supporten

    You import your existing storage by importing an inventory. Admin permissions are required. Do this: There are two ways to import an inventory depending on how your previous inventory was done. The date of the inventory is automatically set to today’s date if the date is not included in the…

  • Settings concerning Storage

    • Supporten

    Info to administrators Under Module Settings/Inventory Settings you will find settings for the Inventory module. Permissions for Storage concerning users In order for you to be able to see and use the inventory function, an administrator must grant you that permissions. The permissions are: View, Create, Edit, Delete, Use other…

  • Transaction history

    • Supporten

    Here you can see all transaction history for your storages: inbound and outbound deliveries, reservations, destinations (ie in which orders the item has been used), moving between storages, etc. To export a file with the transaction history click on this symbol.

  • Stocktaking

    • Supporten

    Stocktaking – individual article If you want to make a stocktaking of individual articles, click on the gear to the right of the article in the Storage Items tab. The idea here is that you should be able to take an ongoing inventory. When it is then time to inventory…

  • Storage items

    • Supporten

    Under the tab Storage items you can see and search among the articles in your storage. By selecting the list view (the symbol to the right) you can select which categories to be shown in the list. Click this symbol to select which categories you want to display in the…

  • Get started instructions

    • Supporten

    Contact och sellers or educators if you want advice and assistance. 1. Create an account Go to our website and create a free trial account. It is valid for 30 days. If you choose to continue with Serviceprotocol.com, our sales team will assist you in activating an account and getting…

  • Save filter as Favorite

    • 21 March 2023
    • Supporten

    You can create favorites in any place where there is an option to set a filter as well as a Save Settings button – To Do, Work Order, Service Order, Sales Order, the Planner… You can create as many favorites as you want and fit on the screen. Do this:…

Prev Next