SMO Entities

SMO Entities include customers or clients, vendors, partners, and sales leads.

SMO allows you to organize all the business and organization you deal with in one list.
You are able to filter on customers, vendors, or partners with the filter.
You can also quickly search for any entity buy just typing in the search box.
To clear out your search text click the X on to the right of the search box.

Filtering and Searching

Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.

Type in the Search box to instantly filter entities by name, type, or address

Selecting Entities

Select any entity in the grid and it instantly shows in the right panel.

Edit Entities

You can edit any record and it automatically saves. This improves your efficiently by eliminating an extra save button click.

New Entity

Select the New button above the search grid to create a new entity record. Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed. Select Save when you are completed. Note: Save is only required for new records, when editing records no save is required.

Entity Tabs

Details

This tab has the name, address, and contacts Select the Billing button to switch between the billing and site address Select New next to contacts to create new contacts

Orders

This contains a list of orders for the entity Double Click an order to get more details of the order You can easily change the order status right from the grid or add or change the summary of the order.