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. 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. Reservation offset (days). Here you specify how many days the system should use as a limit when calculating reserved articles in work orders, service orders, sales orders, and the like. How it works Empty value…
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 – multipel articles or entire storage There are two ways to inventory several articles or the entire storage. Option 1. Click on this symbol in the Storage Items tab. Select all articles (top box) or select which articles you want to inventory. You can filter your list by selecting storage,…
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…
