Choose categories and sort lists to suit your needs. Select categories to show in list view 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 +…
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…
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…
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…
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…
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 – 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…
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…
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…
