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 | |
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− | 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]] | ||
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* [[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]] | ||
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* [[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 | |
− | + | * [[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> | ||
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* [[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. | |
− | + | * [[Help Desk]]<br> | |
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Revision as of 19:27, 24 June 2011
Customers Module
The Customers module tracks every aspect
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Service and Install Module
Create service or install orders for your customers.
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SME and QuickBooks Sync
Synchronization between SME with QuickBooks
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High 5 Wiki
Click the Wiki Books link for a more organized grouping of information.