You can export lists on certain orders and registers Download If you see this symbol in a function, you can download a list. You can filter the selection for export by searching, for example, on a customer name. In some functions, such as sales orders and work orders, you can…
Create article groups You create article groups by entering a name in the Article group field on an article. Being able to add new article groups is a user right. If you do not have that permission, you can only choose between already existing article groups. Article group is a…
When an employee leaves, you inactivate their username. Inactivate means that the user remains in the system but you do not pay a license for the user. You do not need to report when inactivating or activating users. The system handles this automatically so that you are always charged the…
Service object New collection function. Be able to specify and change the number of service orders to be generated on several service objects at the same time after service has been performed.If you have many service objects, it is advisable to use the search function and enter a filter before…
Serviceprotocol.com is a web-based service that can be used on your mobile phone or tablet as well as on your desktop computer or laptop. No app installation or download required. TIP: Create a shortcut among your apps to quickly find app.serviceprotocol.com. That way you don’t have to enter the address…
When you want to create “packages” of articles, you can use the sub-articles function. Prices of the sub-articles are not shown on the order and are not drawn from the storage. The sub-articles are not displayed to customer users on quotations. If, however, the customer user enters the order, they…
Use your own mail server, select language your customers want protocol and emails in, new custom fields in Quotation and Sales Order and more.
How to use sub articles and how images added to service points is displayed on protocol prints.
Do you want to change your password? Have you forgotten your password? Click on Forgot your password? in the login box and fill in your username (your email address). You will receive an email with a link. Click the link and enter a new password.
Bem vindos todos os falantes de Português do Brasil! Agora serviceprotocol.com também está disponível em Português do Brasil. Clique no seu nome de usuário para selecionar seu idioma. Serviceprotokoll.se finns nu på ännu fler språk: Australian, Deutsch, Dutch, English, Español, Italiano, Norsk, Português do Brasil och svenska förstås!klicka på ditt…
