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SME Lookup lists are used to provide user fixed choices and customize SME for your business. The lookup lists are located in Setup module under Company>Lists. This document describes the purpose and usage of the lookup lists. SME does not automatically create entries in the lookup lists because every business is different, these should be created by the company for your needs. | SME Lookup lists are used to provide user fixed choices and customize SME for your business. The lookup lists are located in Setup module under Company>Lists. This document describes the purpose and usage of the lookup lists. SME does not automatically create entries in the lookup lists because every business is different, these should be created by the company for your needs. | ||
− | + | See a video and more information here: Lookup Lists [http://high5software.com/high5bitweaver/wiki/index.php?page=Lookup+Lists] | |
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+ | [[File:LookUpList1.PNG]][[File:LookUpList2.PNG]] | ||
Bid Codes: | Bid Codes: | ||
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Examples: Non Billable, Warranty, Voided. This can be used to follow a process for billing such as “Invoice Mailed”, “Customer Called”, “Collections Notice Sent”. | Examples: Non Billable, Warranty, Voided. This can be used to follow a process for billing such as “Invoice Mailed”, “Customer Called”, “Collections Notice Sent”. | ||
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Classes: | Classes: | ||
− | Modules: Sales Leads, Proposals, Customers, Service Orders, Install Orders, Scheduled Service, Recurring Orders, Invoices | + | Modules: Sales Leads, Proposals, Customers, Service Orders, Install Orders, Scheduled Service, Recurring Orders, Invoices. |
Usage: Provides accounting class tracking for use with integration with QuickBooks. Classes only come from QuickBooks with the SQLink sync module. Within QuickBooks, this allows various reports to be segmented by class and is use to segment different business locations or divisions or to segment different types of work. | Usage: Provides accounting class tracking for use with integration with QuickBooks. Classes only come from QuickBooks with the SQLink sync module. Within QuickBooks, this allows various reports to be segmented by class and is use to segment different business locations or divisions or to segment different types of work. | ||
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Examples: Open, Working, Responded to Customer, Generated Order. | Examples: Open, Working, Responded to Customer, Generated Order. | ||
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Examples: Yellow Pages, Google Ads, PR, Referral. | Examples: Yellow Pages, Google Ads, PR, Referral. | ||
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+ | Lead Status | ||
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+ | Modules: Leads | ||
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+ | Usage: Determine the state of the lead for follow-up purposes. | ||
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+ | Examples: Hot, Warm, Cold, Urgent. | ||
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Order Statuses | Order Statuses | ||
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Examples: Cash, Check, Credit Card | Examples: Cash, Check, Credit Card | ||
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Examples: Sent to Vendor, Backordered, Waiting on Vendor, Ready to Receive | Examples: Sent to Vendor, Backordered, Waiting on Vendor, Ready to Receive | ||
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Examples: Emergency, Routine, Scheduled, SLA | Examples: Emergency, Routine, Scheduled, SLA | ||
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Examples of response based: 4-Hour Response, 24x7x4 (provide service anytime and with 4 hour response), Gold Level Service. | Examples of response based: 4-Hour Response, 24x7x4 (provide service anytime and with 4 hour response), Gold Level Service. | ||
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Usage: Identify the trade or Field of service for assigning subcontractors to orders. | Usage: Identify the trade or Field of service for assigning subcontractors to orders. | ||
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Examples: Electrical, Plumbing, Microsoft MSP | Examples: Electrical, Plumbing, Microsoft MSP | ||
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Examples: Industry specific | Examples: Industry specific | ||
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Note: If you are connecting with QuickBooks, these should NOT be entered in SME. The tax codes and tax groups will be established by QuickBooks and can only be modified in QuickBooks. | Note: If you are connecting with QuickBooks, these should NOT be entered in SME. The tax codes and tax groups will be established by QuickBooks and can only be modified in QuickBooks. | ||
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Usage: Designate where stock is put for purchase order receiving or where it is in the inventory stock details, or where it should be pulled from for orders. | Usage: Designate where stock is put for purchase order receiving or where it is in the inventory stock details, or where it should be pulled from for orders. | ||
− | Examples: Default, Truck1, Storage, Bob Tech’s Truck, Fred Subcontractor, etc | + | Examples: Default, Truck1, Storage, Bob Tech’s Truck, Fred Subcontractor, etc |
Note: Default warehouse is your main warehouse, when items are selected for an order, if the item exist in the default warehouse, those items will be used on the order. If items do not exist in the default warehouse, then the specific warehouse MUST be selected or else the system will create JIT count to designate to order the parts. | Note: Default warehouse is your main warehouse, when items are selected for an order, if the item exist in the default warehouse, those items will be used on the order. If items do not exist in the default warehouse, then the specific warehouse MUST be selected or else the system will create JIT count to designate to order the parts. | ||
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Zones | Zones |