Difference between revisions of "SME Module Guides"

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* [[Maintenance Contracts]]
 
* [[Maintenance Contracts]]
 
* [[Customer Equipment]]
 
* [[Customer Equipment]]
 
+
<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
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
 
Create service or install orders for your customers.<br>Also setup recurring service orders.
 
* [[Service & Install Orders]]
 
* [[Dispatch Guide]]
 
* [[Recurring Orders]]
 
* [[Projects]]<br>
 
 
 
|'''SME and QuickBooks Sync'''
 
Synchronization between SME with QuickBooks<br>for a full business solution
 
* [[SQLink]]
 
* [[SQLink FAQ]]
 
* [[Common SQLink Errors]]
 
 
 
<br>
 
|}
 
 
 
{|style= cellpadding="8"
 
|-
 
|[[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]]
 
* [[Inventory]]
 
* [[Material Allocation]]
 
* [[Material Allocation]]
Line 36: Line 16:
 
* [[Transfers]]
 
* [[Transfers]]
 
* [[Inventory Quantity Reconciliation]]<br>
 
* [[Inventory Quantity Reconciliation]]<br>
<br>
+
<br>'''Setup Module'''<br>
 +
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
 +
* [[Company]]
 +
* [[Default Export to QuickBooks Settings]]
 +
* [[User Groups]]
 +
* [[Users]]
 +
* [[User Preferences]]<br>
  
|'[[File:InvoicesIcon.png]] '''Receivables Module'''
+
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts.
+
Create service or install orders for your customers.<br>Also setup recurring service orders.
 +
* [[Service & Install Orders]]
 +
* [[Dispatch Guide]]
 +
* [[Recurring Orders]]
 +
* [[Projects]]<br>
 +
<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.
 
* [[Invoicing]]
 
* [[Invoicing]]
 
* [[Payments]]
 
* [[Payments]]
Line 45: Line 37:
 
* [[Syncing SME Invoices with QuickBooks]]
 
* [[Syncing SME Invoices with QuickBooks]]
 
* [[Batch Print/Email Invoices]]<br>
 
* [[Batch Print/Email Invoices]]<br>
 +
<br>[[File:ReportsIcon.png]] '''Reports Module'''
 +
<br>Learn how to copy a standard report and customize<br>to fit your business
 +
* [[Duplicating Standard Reports for Custom Use]]
 +
<br>
 +
'''Dispatching Technicians'''<br>
 +
Learn about the different ways available to schedule<br>your technicians.
 +
* [[Dispatch Guide]]
  
 
+
|'''SME and QuickBooks Sync'''
 
+
Synchronization between SME with QuickBooks<br>for a full business solution
|'''Common / Other'''
+
* [[SQLink]]
There are tools in SME you will use throughout<br>all the modules.  
+
* [[SQLink FAQ]]
 +
* [[Common SQLink Errors]]
 +
<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>
Line 56: Line 58:
 
* [[Navigate Button]]<br>
 
* [[Navigate Button]]<br>
 
* [[Arrange Grids]]<br>
 
* [[Arrange Grids]]<br>
|}
+
<br>'''Help Desk Module'''
 
+
<br>Track issues and build your knowledge base in the <br>Help Desk module.
{|style= cellpadding="8"
+
* [[Help Desk]]<br>
|'''Setup Module'''<br>
+
<br>
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
+
<br>
* [[Company]]
+
<br>
* [[Default Export to QuickBooks Settings]]
+
<br>
* [[User Groups]]
+
<br>
* [[Users]]
+
<br>
* [[User Preferences]]<br>
+
<br>
 
 
 
 
|[[File:ReportsIcon.png]] '''Reports Module'''
 
Learn how to copy a standard report and customize<br>to fit your business
 
* [[Duplicating Standard Reports for Custom Use]]
 
 
<br>
 
<br>
'''Dispatching Technicians'''<br>
 
Learn about the different ways available to schedule<br>your technicians.
 
* [[Dispatch Guide]]
 
 
 
 
|'''Help Desk Module'''
 
Track issues and build your knowledge base in the <br>Help Desk module.
 
* [[Help Desk]]<br>
 
 
 
 
 
|-
 
 
|}
 
|}
  

Revision as of 19:27, 24 June 2011

CustomersIcon.png Customers Module

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


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


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

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


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

SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


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.










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