Difference between revisions of "SME Module Guides"

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