Editing SME Lookup Lists
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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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Note Type:<br> | Note Type:<br> | ||
Modules: Journal Notes<br> | Modules: Journal Notes<br> | ||
− | Usage: When adding a journal note, you can mark the note with a type of note you are adding such as email or phone. You can sort and filter your notes on the Journal tab by Note Type. | + | Usage: When adding a journal note, you can mark the note with a type of note you are adding such as email or phone. You can sort and filter your notes on the Journal tab by Note Type.<br><br> |
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Modules: Customers, Service Orders, Install Orders, Itemized Invoices<br> | Modules: Customers, Service Orders, Install Orders, Itemized Invoices<br> | ||
Usage: Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.<br> | Usage: Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.<br> | ||
− | Click | + | Click [[Price Books]] to learn more about setting up and using Price Books<br><br> |
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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 |