Difference between revisions of "SME Module Guides"
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* [[Common SQLink Errors]] | * [[Common SQLink Errors]] | ||
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| + | |[[File:InventoryIcon.png]] '''Inventory Module''' | ||
| + | A complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory | ||
| + | * [[Inventory]] | ||
| + | * [[Material Allocation]] | ||
| + | * [[Packages]] | ||
| + | * [[Services]] | ||
| + | * [[Vendors]] | ||
| + | * [[Returns]] | ||
| + | * [[Transfers]] | ||
| + | * [[Inventory Quantity Reconciliation]]<br> | ||
<br> | <br> | ||
| − | + | ||
| − | |[[File: | + | |'[[File:InvoicesIcon.png]] '''Receivables Module''' |
| − | + | Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. | |
| + | * [[Invoicing]] | ||
| + | * [[Payments]] | ||
| + | * [[Recurring Invoices]] | ||
| + | * [[Syncing SME Invoices with QuickBooks]] | ||
| + | * [[Batch Print/Email Invoices]]<br> | ||
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| + | |||
|'''Common / Other''' | |'''Common / Other''' | ||
| − | + | There are tools in SME you will use throughout<br>all the modules. | |
| − | + | * [[Activities]]<br> | |
| − | + | * [[Stored Documents]]<br> | |
| − | + | * [[Custom Tabs and Fields]]<br> | |
| − | + | * [[Search Window]]<br> | |
| − | + | * [[Navigate Button]]<br> | |
| − | + | * [[Arrange Grids]]<br> | |
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|'''Setup Module'''<br> | |'''Setup Module'''<br> | ||
Revision as of 00:00, 21 June 2011
 Customers Module
The Customers module tracks every aspect |
 Service and Install Module
Create service or install orders for your customers. |
SME and QuickBooks Sync
Synchronization between SME with QuickBooks
|
 Inventory Module
A complete collection of comprehensive
|
' Receivables Module
Convert service orders to invoices or create a new
|
Common / Other
There are tools in SME you will use throughout
|
| Setup Module |
 Reports Module
|
Help Desk Module |
| Setup SME to fit your business. Setup User Groups, assign usernames and passwords. |
Learn how to copy a standard report and customize to fit your business |
Track issues and build your knowledge base in the Help Desk module. |
| * Company |
* Duplicating Standard Reports for Custom Use |
* Help Desk |
| * Default Export to QuickBooks Settings |
* Issues | |
| * User Groups |
||
| * Users |
||
| * User Preferences |
Customers Module
Service and Install Module
Inventory Module
- Inventory
- Material Allocation
- Packages
- Services
- Vendors
- Returns
- Transfers
- Inventory Quantity Reconciliation
Receivables Module
- Invoicing
- Payments
- Recurring Invoices
- Syncing SME Invoices with QuickBooks
- Batch Print/Email Invoices
Reports Module
Dispatch and Scheduling
Setup Module
Other
Help Desk Module
SME and QuickBooks Sync
High 5 Wiki
Click the Wiki Books link for a more organized grouping of information.