Difference between revisions of "SME Module Guides"
Jump to navigation
Jump to search
Line 5: | Line 5: | ||
|- | |- | ||
|The Customers module tracks every aspect <br>of your most valuable asset, your customers. | |The Customers module tracks every aspect <br>of your most valuable asset, your customers. | ||
− | |Create service or install orders for your customers. | + | |Create service or install orders for your customers.<br>Also setup recurring service orders. |
− | | | + | |Synchronization between SME with QuickBooks<br>for a full business solution |
|- | |- | ||
|* [[Customers]]<br> | |* [[Customers]]<br> | ||
Line 31: | Line 31: | ||
|'''Common / Other''' | |'''Common / Other''' | ||
|- | |- | ||
− | | | + | |a complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory |
− | | | + | |Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. |
− | | | + | |There are tools in SME you will use throughout<br>all the modules. |
|- | |- | ||
|* [[Inventory]]<br> | |* [[Inventory]]<br> | ||
Line 75: | Line 75: | ||
|'''Help Desk Module''' | |'''Help Desk Module''' | ||
|- | |- | ||
− | | | + | |Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. |
− | | | + | |Learn how to copy a standard report and customize<br>to fit your business |
− | | | + | |Track issues and build your knowledge base in the <br>Help Desk module. |
|- | |- | ||
|* [[Company]]<br> | |* [[Company]]<br> |
Revision as of 23:02, 20 June 2011
Customers Module |
Service and Install Module |
SME and QuickBooks Sync |
The Customers module tracks every aspect of your most valuable asset, your customers. |
Create service or install orders for your customers. Also setup recurring service orders. |
Synchronization between SME with QuickBooks for a full business solution |
* Customers |
* Service & Install Orders |
* SQLink |
* Maintenance Contracts |
* Recurring Orders |
* SQLink FAQ |
* Customer Equipment |
* Projects |
* Common SQLink Errors |
* Dispatch Guide |
Inventory Module |
' Receivables Module |
Common / Other |
a complete collection of comprehensive inventory control tools allowing you to quickly and easily manage your entire inventory |
Convert service orders to invoices or create a new itemized invoice. Setup recurring invoices linked to maintenance contracts. |
There are tools in SME you will use throughout all the modules. |
* Inventory |
* Invoicing |
* Activities |
* Material Allocation |
* Payments |
* Stored Documents |
* Packages |
* Recurring Invoices |
* Custom Tabs and Fields |
* Services |
* Syncing SME Invoices with QuickBooks |
* Search Window |
* Vendors |
* Batch Print/Email Invoices |
* Navigate Button |
* Returns |
* Arrange Grids | |
* Transfers |
||
* Inventory Quantity Reconciliation |
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 |
- Inventory
- Material Allocation
- Packages
- Services
- Vendors
- Returns
- Transfers
- Inventory Quantity Reconciliation
- Invoicing
- Payments
- Recurring Invoices
- Syncing SME Invoices with QuickBooks
- Batch Print/Email Invoices
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.