Difference between revisions of "SME Module Guides"

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{|style= cellpadding="8"
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|[[File:CustomersIcon.png]] '''Customers Module'''<br>
 
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|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br>
 
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|'''SME and QuickBooks Sync'''<br>
 
 
|-
 
|-
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
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||[[File:New-customer.png]]  
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|Create service or install orders for your customers.
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'''New Customers Start Here'''
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|
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* QuickStart Guide - High 5 Software Quick Start Guide http://high5software.com/mediawiki/images/f/f9/QuickStart.pdf
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|-
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* [[Getting Started]] - High 5 Software Getting Started Videos
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|* [[Customers]]<br>
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* [[Welcome to High5 Wiki]] - Your Instant Reference Tool
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|* [[Service & Install Orders]]<br>
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* [[OpenEdge Payment Integration]] - How to process payments in SME
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|* [[SQLink]]<br>
 
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|-
 
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|* [[Maintenance Contracts]]<br>
 
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|* [[Recurring Orders]]<br>
 
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|* [[SQLink FAQ]]<br>
 
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|-
 
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|* [[Customer Equipment]]<br>
 
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|* [[Projects]]<br>
 
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|* [[Common SQLink Errors]]<br>
 
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|-
 
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|
 
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|* [[Dispatch Guide]]<br>
 
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|
 
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|-
 
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|}
 
 
<br>
 
<br>
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{|
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[[File:CustomersIcon.png]] '''Customers Module'''
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|[[File:InventoryIcon.png]] '''Inventory Module'''<br>
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The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
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|'[[File:InvoicesIcon.png]] '''Receivables Module'''<br>
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* [[Customers]]
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|'''Common / Other'''
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* [[Maintenance Contracts]]
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|-
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* [[Customer Equipment]]
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
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<br>[[File:InventoryIcon.png]] '''Inventory Module'''
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|Create service or install orders for your customers.
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<br>[[Inventory Management]] provides a complete<br>collection of comprehensive inventory control tools<br>allowing you to quickly and easily<br> manage your entire inventory
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|
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* [[Inventory Setup]]
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|-
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* [[Inventory]]
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|* [[Inventory]]<br>
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* [[Material Allocation]]
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|* [[Invoicing]]<br>
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* [[Packages]]
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|* [[Activities]]<br>
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* [[Services]]
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|-
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* [[Vendors]]
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|* [[Material Allocation]]<br>
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* [[Purchase Orders]]
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|* [[Payments]]<br>
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* [[PO Cost Adjustments]]
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|* [[Stored Documents]]<br>
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* [[Warehouses]]
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|-
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* [[Returns]]
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|* [[Packages]]<br>
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* [[Transfers]]
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|* [[Recurring Invoices]]<br>
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* [[Inventory Quantity Reconciliation]]<br>
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|* [[Custom Tabs and Fields]]<br>
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<br>'''Setup Modules'''<br>
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|-
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Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
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|* [[Services]]<br>
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* [[Company]]
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|* [[Syncing SME Invoices with QuickBooks]]<br>
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* [[Users]]
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|* [[Search Window]]<br>
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<br>'''Setup Functions'''<br>
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|-
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These functions help with the direction of SME to assure best practices.
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|* [[Vendors]]<br>
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* [[User Groups]]
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|* [[Batch Print/Email Invoices]]<br>
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* [[SME Lookup Lists]]<br>
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|* [[Navigate Button]]<br>
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* [[Default Export to QuickBooks Settings]]<br>
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|-
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* [[Email Settings]]<br>
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|* [[Returns]]<br>
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* [[User Preferences]]<br>
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|
 
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|* [[Arrange Grids]]<br>
 
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|-
 
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|* [[Transfers]]<br>
 
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|
 
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|
 
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|-
 
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|* [[Inventory Quantity Reconciliation]]<br>
 
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|
 
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|
 
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|-
 
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|}
 
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<br>
 
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{|
 
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|'''Setup Module'''<br>
 
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|[[File:ReportsIcon.png]] '''Reports Module'''
 
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|'''Help Desk Module'''
 
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|-
 
−
|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
 
−
|Create service or install orders for your customers.
 
−
|
 
−
|-
 
−
|* [[Company]]<br>
 
−
|* [[Duplicating Standard Reports for Custom Use]]<br>
 
−
|* [[Help Desk]]<br>
 
−
|-
 
−
|* [[Default Export to QuickBooks Settings]]<br>
 
−
|
 
−
|* [[Issues]]<br>
 
−
|-
 
−
|* [[User Groups]]<br>
 
−
|
 
−
|
 
−
|-
 
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|* [[Users]]<br>
 
−
|
 
−
|
 
−
|-
 
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|* [[User Preferences]]<br>
 
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|
 
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|
 
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|-
 
−
|}
 
  
 +
<br>'''Dispatching Technicians'''<br>
 +
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.
 +
* [[Dispatch Guide]]
 +
<br><br>
  
  
−
 
+
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
−
 
+
Create [[service or install orders]] for your customers.<br>Also setup recurring service orders.
−
 
+
* [[Service & Install Orders]]
−
[[File:CustomersIcon.png]] '''Customers Module'''<br>
+
* [[Labor Editor Defaults]]
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* [[Customers]]<br>
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* [[Add Items to Orders]]
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* [[Maintenance Contracts]]<br>
+
* [[Changing Material Quantities on Orders]]
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* [[Customer Equipment]]<br>
+
* [[Discounts]]
−
 
+
* [[Dispatch Guide]]
−
[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br>
+
* [[Recurring Orders]]
−
* [[Service & Install Orders]]<br>
 
−
* [[Recurring Orders]]<br>
 
 
* [[Projects]]<br>
 
* [[Projects]]<br>
−
 
+
* [[Prepaid Hours]]<br>
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[[File:InventoryIcon.png]] '''Inventory Module'''<br>
+
* [[Tech Compliance]]<br>
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* [[Inventory]]<br>
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* [[Lock Taxes]]<br>
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* [[Material Allocation]]<br>
+
<br>[[File:InvoicesIcon.png]] '''Receivables Module'''
−
* [[Packages]]<br>
+
<br>Convert service orders to [[invoices]] or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts.
−
* [[Services]]<br>
+
* [[Invoicing]]
−
* [[Vendors]]<br>
+
* [[Editing a Combined Invoice]]
−
* [[Returns]]<br>
+
* [[Payments]]
−
* [[Transfers]]<br>
+
* [[Recurring Invoices]]
−
* [[Inventory Quantity Reconciliation]]<br>
+
* [[Syncing SME Invoices with QuickBooks]]
−
 
 
−
<br>[[File:InvoicesIcon.png]] '''Receivables Module'''<br>
 
−
* [[Invoicing]]<br>
 
−
* [[Payments]]<br>
 
−
* [[Recurring Invoices]]<br>
 
−
* [[Syncing SME Invoices with QuickBooks]]<br>
 
 
* [[Batch Print/Email Invoices]]<br>
 
* [[Batch Print/Email Invoices]]<br>
 +
* [[Late Fees / Finance Charges]]<br>
 +
* [[Post Credit to Invoice]]<br>
 +
<br>[[File:ReportsIcon.png]] '''Reports Module'''
 +
<br>Learn how to copy a standard report and customize<br>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]]
  
−
[[File:ReportsIcon.png]] '''Reports Module'''
 
−
* [[Duplicating Standard Reports for Custom Use]]<br>
 
  
  
−
'''Dispatch and Scheduling'''<br>
+
|'''SME and QuickBooks Sync'''
−
* [[Dispatch Guide]]<br>
+
Synchronization between SME with [[QuickBooks]]<br>for a full business solution
−
 
+
* [[SQLink]]
−
 
+
* [[SQLink Settings]]
−
'''Setup Module'''<br>
+
* [[SQLink FAQ]]
−
* [[Company]]<br>
+
* [[Common SQLink Errors]]
−
* [[Default Export to QuickBooks Settings]]<br>
+
* [[SMP_ Items]]
−
* [[User Groups]]<br>
+
* [[GL Entries for SME Inventory]]
−
* [[Users]]<br>
+
* [[Default Export to QuickBooks Settings]]
−
* [[User Preferences]]<br>
+
* [[PO Cost Adjustments]]
−
 
+
* [[Payment Syncing]]
−
'''Other'''<br>
+
<br>'''Searching and Navigating'''
 +
* [[Search Window]]<br>
 +
* [[Lookup Menu]]<br>
 +
* [[Navigate Button]]<br>
 +
* [[Next / Prior Buttons]]<br>
 +
* [[Arrange Grids]]<br>
 +
* [[Delete/ Manage Search Views]]<br>
 +
<br>'''Common / Other'''
 +
<br>There are tools in SME you will use throughout<br>all the modules.
 
* [[Activities]]<br>
 
* [[Activities]]<br>
 
* [[Stored Documents]]<br>
 
* [[Stored Documents]]<br>
 
* [[Custom Tabs and Fields]]<br>
 
* [[Custom Tabs and Fields]]<br>
−
* [[Search Window]]<br>
+
* [[Price Books]]<br>
−
* [[Navigate Button]]<br>
+
* [[Notes]]<br>
−
* [[Arrange Grids]]<br>
+
* [[SLA Category]]<br>
 +
<br>'''Help Desk Module'''
 +
<br>Track issues and build your knowledge base in the <br>Help Desk module.
 +
* [[Help Desk]]<br>
 +
<br>'''Sales Module'''
 +
<br>Track leads and proposals in the <br>[[Sales module]].
 +
* [[Leads]]<br>
 +
* [[Proposals]]<br>
 +
 
  
−
'''Help Desk Module'''<br>
 
−
* [[Help Desk]]<br>
 
−
* [[Issues]]<br>
 
  
−
'''SME and QuickBooks Sync'''<br>
+
|}
−
* [[SQLink]]<br>
 
−
* [[SQLink FAQ]]<br>
 
−
* [[Common SQLink Errors]]<br>
 
  
 +
[[File:QuickStart.pdf]]
  
 
High 5 Wiki <br>
 
High 5 Wiki <br>

Latest revision as of 18:12, 12 December 2016

New-customer.png

New Customers Start Here


CustomersIcon.png Customers Module The Customers module tracks every aspect
of your most valuable asset, your customers.


InventoryIcon.png Inventory Module
Inventory Management provides a complete
collection of comprehensive inventory control tools
allowing you to quickly and easily
manage your entire inventory


Setup Modules
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.


Setup Functions
These functions help with the direction of SME to assure best practices.


Dispatching Technicians
Learn about the different ways available to schedule
and dispatch your technicians.




ServiceOrdersIcon.png Service and Install Module

Create service or install orders for your customers.
Also setup recurring service orders.


InvoicesIcon.png Receivables Module
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.


ReportsIcon.png Reports Module
Learn how to copy a standard report and customize
to fit your business


SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


Searching and Navigating


Common / Other
There are tools in SME you will use throughout
all the modules.


Help Desk Module
Track issues and build your knowledge base in the
Help Desk module.


Sales Module
Track leads and proposals in the
Sales module.


File:QuickStart.pdf

High 5 Wiki

  1. Welcome to High5 Wiki


Click the Wiki Books link for a more organized grouping of information.

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