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− | + | |[[File:CustomersIcon.png]] '''Customers Module''' | |
− | + | The Customers module tracks every aspect <br>of your most valuable asset, your customers. | |
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− | [[File:CustomersIcon.png]] '''Customers Module''' | ||
− | The | ||
* [[Customers]] | * [[Customers]] | ||
* [[Maintenance Contracts]] | * [[Maintenance Contracts]] | ||
* [[Customer Equipment]] | * [[Customer Equipment]] | ||
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− | <br>[[ | + | |[[File:ServiceOrdersIcon.png]] '''Service and Install Module''' |
− | + | Create service or install orders for your customers.<br>Also setup recurring service orders. | |
+ | * [[Service & Install Orders]] | ||
+ | * [[Recurring Orders]] | ||
+ | * [[Projects]]<br> | ||
+ | |||
+ | |'''SME and QuickBooks Sync''' | ||
+ | Synchronization between SME with QuickBooks<br>for a full business solution | ||
+ | * [[SQLink]] | ||
+ | * [[SQLink FAQ]] | ||
+ | * [[Common SQLink Errors]] | ||
+ | <br> | ||
+ | |} | ||
+ | |||
+ | {|style= cellpadding="8" | ||
+ | |- | ||
+ | |[[File:InventoryIcon.png]] '''Inventory Module''' | ||
+ | A complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory | ||
* [[Inventory]] | * [[Inventory]] | ||
* [[Material Allocation]] | * [[Material Allocation]] | ||
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* [[Services]] | * [[Services]] | ||
* [[Vendors]] | * [[Vendors]] | ||
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* [[Returns]] | * [[Returns]] | ||
* [[Transfers]] | * [[Transfers]] | ||
* [[Inventory Quantity Reconciliation]]<br> | * [[Inventory Quantity Reconciliation]]<br> | ||
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− | | | + | |'[[File:InvoicesIcon.png]] '''Receivables Module''' |
− | + | Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. | |
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* [[Invoicing]] | * [[Invoicing]] | ||
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* [[Payments]] | * [[Payments]] | ||
* [[Recurring Invoices]] | * [[Recurring Invoices]] | ||
* [[Syncing SME Invoices with QuickBooks]] | * [[Syncing SME Invoices with QuickBooks]] | ||
* [[Batch Print/Email Invoices]]<br> | * [[Batch Print/Email Invoices]]<br> | ||
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− | + | |'''Common / Other''' | |
− | |''' | + | There are tools in SME you will use throughout<br>all the modules. |
− | + | * [[Activities]]<br> | |
− | * [[ | + | * [[Stored Documents]]<br> |
− | * [[ | + | * [[Custom Tabs and Fields]]<br> |
− | * [[ | ||
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− | <br> | ||
* [[Search Window]]<br> | * [[Search Window]]<br> | ||
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* [[Navigate Button]]<br> | * [[Navigate Button]]<br> | ||
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* [[Arrange Grids]]<br> | * [[Arrange Grids]]<br> | ||
− | * [[ | + | <br> |
− | <br>''' | + | |} |
− | <br> | + | <br> |
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+ | {| | ||
+ | |'''Setup Module'''<br> | ||
+ | |[[File:ReportsIcon.png]] '''Reports 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> | ||
+ | |* [[Duplicating Standard Reports for Custom Use]]<br> | ||
+ | |* [[Help Desk]]<br> | ||
+ | |- | ||
+ | |* [[Default Export to QuickBooks Settings]]<br> | ||
+ | | | ||
+ | |* [[Issues]]<br> | ||
+ | |- | ||
+ | |* [[User Groups]]<br> | ||
+ | | | ||
+ | | | ||
+ | |- | ||
+ | |* [[Users]]<br> | ||
+ | | | ||
+ | | | ||
+ | |- | ||
+ | |* [[User Preferences]]<br> | ||
+ | | | ||
+ | | | ||
+ | |- | ||
+ | |} | ||
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+ | [[File:CustomersIcon.png]] '''Customers Module'''<br> | ||
+ | * [[Customers]]<br> | ||
+ | * [[Maintenance Contracts]]<br> | ||
+ | * [[Customer Equipment]]<br> | ||
+ | |||
+ | [[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br> | ||
+ | * [[Service & Install Orders]]<br> | ||
+ | * [[Recurring Orders]]<br> | ||
+ | * [[Projects]]<br> | ||
+ | |||
+ | [[File:InventoryIcon.png]] '''Inventory Module'''<br> | ||
+ | * [[Inventory]]<br> | ||
+ | * [[Material Allocation]]<br> | ||
+ | * [[Packages]]<br> | ||
+ | * [[Services]]<br> | ||
+ | * [[Vendors]]<br> | ||
+ | * [[Returns]]<br> | ||
+ | * [[Transfers]]<br> | ||
+ | * [[Inventory Quantity Reconciliation]]<br> | ||
+ | |||
+ | <br>[[File:InvoicesIcon.png]] '''Receivables Module'''<br> | ||
+ | * [[Invoicing]]<br> | ||
+ | * [[Payments]]<br> | ||
+ | * [[Recurring Invoices]]<br> | ||
+ | * [[Syncing SME Invoices with QuickBooks]]<br> | ||
+ | * [[Batch Print/Email Invoices]]<br> | ||
+ | |||
+ | [[File:ReportsIcon.png]] '''Reports Module''' | ||
+ | * [[Duplicating Standard Reports for Custom Use]]<br> | ||
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+ | '''Dispatch and Scheduling'''<br> | ||
+ | * [[Dispatch Guide]]<br> | ||
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+ | |||
+ | '''Setup Module'''<br> | ||
+ | * [[Company]]<br> | ||
+ | * [[Default Export to QuickBooks Settings]]<br> | ||
+ | * [[User Groups]]<br> | ||
+ | * [[Users]]<br> | ||
+ | * [[User Preferences]]<br> | ||
+ | |||
+ | '''Other'''<br> | ||
* [[Activities]]<br> | * [[Activities]]<br> | ||
* [[Stored Documents]]<br> | * [[Stored Documents]]<br> | ||
* [[Custom Tabs and Fields]]<br> | * [[Custom Tabs and Fields]]<br> | ||
− | * [[ | + | * [[Search Window]]<br> |
− | * [[ | + | * [[Navigate Button]]<br> |
− | * [[ | + | * [[Arrange Grids]]<br> |
− | + | ||
− | <br> | + | '''Help Desk Module'''<br> |
* [[Help Desk]]<br> | * [[Help Desk]]<br> | ||
− | + | * [[Issues]]<br> | |
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− | * [[ | ||
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− | + | '''SME and QuickBooks Sync'''<br> | |
+ | * [[SQLink]]<br> | ||
+ | * [[SQLink FAQ]]<br> | ||
+ | * [[Common SQLink Errors]]<br> | ||
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High 5 Wiki <br> | High 5 Wiki <br> |