Choose categories and sort lists to suit your needs. Choose categories 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 + sign. Select categories from 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 indicates that you can process several articles, objects, functions at the same time. The collection function contains different possibilities depending on which function it is connected to. Here are some examples. Always start by doing a filtering or a search so that the list does not become too…
You import your existing storage by importing an inventory. 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 import file. Prices and amount will…
Log in with your admin account. Module settings / Storage settings Permissions for Storage concerning users View, Create, Edit, Delete, Use other storages than default, Set Main Storage, Set Default Storage, Assign Default Storage, Create Delivery, Create In/Out delivery, Edit Delivery, Delete Delivery, Sign Delivery, Create Stocktaking, Edit Stocktaking, Delete Stocktaking, Perform Stocktaking, Show pending stocktaking articles. Create in/out delivery gives permission to make deliveries to and…
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 articless 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 items 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 on this symbol to open the category list. To see more information…
You can create favorites in any place where there is an option to set a filter as well as a Save Settings button – To Do, Work Order, Service Order, Sales Order… You can create as many favorites as you want and have room for. You can create favorites in…
