Sales order (SA) can be created in several ways: Search Sales order The sales order detail view shows:Status color – Date – Order number – Customer – StatusUnder the customer, any facility and service object are displayed. These colors are used:Green – receivedRed – delivery date has passedPurple – ready…
These instructions apply to the standard printouts that are built into the system. If you have made and are using your own printouts templates, these apply. Here we will give you tips on the different settings for your prints that can be made and where you can find them. All settings…
First we will go through how to create a Self-check then how to perform a Self-check. By creating a template for Self-check, you can easily specify the type of Self-check to be carried out and how, as well as add clear instructions, to facilitate and ensure quality. Where can self-checks…
This article covers how to search for service objects and how to add and create new service objects. Click here for more information and descriptions on the feilds on a service object. Here you find information concerning Service object settings. Search Service object We recommend using filters when searching for…
When you want to hire colleagues or subcontractors who will carry out the work for your company, but at the same time have all documentation available in serviceprotocol.com, you can connect them as an external resource. An external resource only sees the information you have assigned to the resource, normally…
The Contact Order feature is designed to help you build and strengthen relationships through every step of your customer contact. Contact Order is a simple and smart CRM system*. For example: A big advantage of this feature is that you as a salesperson work in the same system as others…
Under Purchase orders, you manage all your purchase orders. You can quickly add a purchase order, send it via email, print it, upload attachments, etc. And, if you use the function Storage, when the order is delivered – make a delivery to a storage. Search purchase order Click this button…
As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users the permission to use certain parts of the system. These parts can e.g. be the ability to create and modify items, or only perform work or service orders. The only…
The Quote function helps you quickly write and offer with all the necessary information. You can find the function under Perform. The quote can be printed, for example, as a PDF or emailed directly to the customer. If you have activated digital signing, the customer will receive a link to…
Sales order To print a delivery note when selling, click Print – Print delivery note at the bottom of a sales order. Purchase When a supplier has sent a delivery note and it has been processed in the system, it is available under Function – Delivery notes. If you have…
