SME Module Guides

New Customers

Customers Module The Customers module tracks every aspect of your most valuable asset, your customers. Customers Maintenance Contracts Customer Equipment Inventory Module Inventory Management provides a complete collection of comprehensive inventory control tools allowing you to quickly and easily manage your entire inventory Inventory Setup Inventory Material Allocation Packages Services Vendors Purchase Orders PO Cost Adjustments Warehouses Returns Transfers Inventory Quantity Reconciliation Setup Module Setup SME to fit your business. Setup User Groups, assign usernames and passwords. Company Default Export to QuickBooks Settings User Groups Users User Preferences SME Lookup Lists Email Settings Dispatching Technicians Learn about the different ways available to schedule and dispatch your technicians. Dispatch Guide

Service and Install Module Create service or install orders for your customers. Also setup recurring service orders. Service & Install Orders Labor Editor Defaults Add Items to Orders Changing Material Quantities on Orders Discounts Dispatch Guide Recurring Orders Projects Prepaid Hours Tech Compliance Lock Taxes Receivables Module Convert service orders to invoices or create a new itemized invoice. Setup recurring invoices linked to maintenance contracts. Invoicing Editing a Combined Invoice Payments Recurring Invoices Syncing SME Invoices with QuickBooks Batch Print/Email Invoices Late Fees / Finance Charges Post Credit to Invoice Reports Module Learn how to copy a standard report and customize to fit your business Reporting Duplicating Standard Reports for Custom Use Adding Barcodes to Reports Adding Item Repair Equipment to Order Item Report Add TechPortal Signature to Order Report Wrap Description column in Order Item Reports Add Custom Fields to Report Creating Drop Downs for Reports

SME and QuickBooks Sync Synchronization between SME with QuickBooks for a full business solution SQLink SQLink Settings SQLink FAQ Common SQLink Errors SMP_ Items GL Entries for SME Inventory Default Export to QuickBooks Settings PO Cost Adjustments Payment Syncing Searching and Navigating Search Window Lookup Menu Navigate Button Next / Prior Buttons Arrange Grids Delete/ Manage Search Views Common / Other There are tools in SME you will use throughout all the modules. Activities Stored Documents Custom Tabs and Fields Price Books Notes SLA Category Help Desk Module Track issues and build your knowledge base in the Help Desk module. Help Desk Sales Module Track leads and proposals in the Sales module. Leads Proposals

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