Editing SME - Service & Install Module
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SME - Service & Install Module | SME - Service & Install Module | ||
| − | *'''1''' | + | *'''1''' Service and Install Module Overview |
| − | *'''2''' | + | *'''2''' Create a New Service or Install Order |
| − | **'''2.1''' | + | **'''2.1''' Details and Settings Tab - Orders |
| − | **'''2.2''' | + | **'''2.2''' Work Requested |
| − | **'''2.3''' | + | **'''2.3''' Order Items |
| − | **'''2.4''' | + | **'''2.4''' Item Repair |
| − | **'''2.5''' | + | **'''2.5''' Totals Tab - Orders |
| − | **'''2.6''' | + | **'''2.6''' Rates and Assignments -orders |
| − | **'''2.7''' | + | **'''2.7''' Stored Documents - orders |
| − | **'''2.8''' | + | **'''2.8''' Activities tab - orders |
| − | *'''3''' | + | *'''3''' Print Service or Install Order |
| − | *'''4''' | + | *'''4''' Check Available Stock for Material On Orders |
| − | *'''5''' | + | *'''5''' Closing an Order |
| − | *'''6''' | + | *'''6''' Customer Information Tab - orders |
| − | *'''7''' | + | *'''7''' Taxes tab - order |
| − | *'''8''' | + | *'''8''' Invoicing an Order |
| − | *'''9''' | + | *'''9''' Creating Order Templates |
| − | *'''10''' | + | *'''10''' Projects |
| − | **'''10.1''' | + | **'''10.1''' Adding Orders to a Project |
| − | **'''10.2''' | + | **'''10.2''' Project Tab Overview |
| − | *'''11''' | + | *'''11''' Recurring Order |
| − | **'''11.1''' | + | **'''11.1''' Create a Recurring Order |
| − | **'''11.2''' | + | **'''11.2''' Processing a Recurring Order |
| − | **'''11.3''' | + | **'''11.3''' View Recurring Order History |
| − | *'''12''' | + | *'''12''' Prepaid Services and Hours |