Do you see a red exclamation point next to “Service object” 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…
Search order Click this button to filter your search.Example: select those assigned to you, limit by date, customer, etc. Each function has different options for filtering the search. If you want to use the same filter more than once, you can choose to Save settings (at the bottom right of…
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…
Storage settings requires admin permission. Go to the page Group settings. Under Module settings/Storage settings you will find settings for the Storage function. 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,…
