Editing SME Module Guides

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|[[File:CustomersIcon.png]] '''Customers Module'''
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
* [[Customers]]
* [[Maintenance Contracts]]
* [[Customer Equipment]]
<br>[[File:InventoryIcon.png]]  '''Inventory Module'''
<br>[[Inventory Management]] provides a complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory
* [[Inventory Setup]]
* [[Inventory]]
* [[Material Allocation]]
* [[Packages]]
* [[Services]]
* [[Vendors]]
* [[Purchase Orders]]
* [[PO Cost Adjustments]]
* [[Warehouses]]
* [[Returns]]
* [[Transfers]]
* [[Inventory Quantity Reconciliation]]<br>
<br>'''Setup Module'''<br>
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
* [[Company]]
* [[Default Export to QuickBooks Settings]]
* [[User Groups]]
* [[Users]]
* [[User Preferences]]<br>
* [[SME Lookup Lists]]<br>
* [[Email Settings]]<br>
<br>'''Dispatching Technicians'''<br>
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.
* [[Dispatch Guide]]
<br><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]]
* [[Labor Editor Defaults]]
* [[Add Items to Orders]]
* [[Changing Material Quantities on Orders]]
* [[Discounts]]
* [[Dispatch Guide]]
* [[Recurring Orders]]
* [[Projects]]<br>
* [[Prepaid Hours]]<br>
* [[Tech Compliance]]<br>
* [[Lock Taxes]]<br>
<br>[[File:InvoicesIcon.png]] '''Receivables Module'''
<br>Convert service orders to [[invoices]] or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts.
* [[Invoicing]]
* [[Editing a Combined Invoice]]
* [[Payments]]
* [[Recurring Invoices]]
* [[Syncing SME Invoices with QuickBooks]]
* [[Batch Print/Email Invoices]]<br>
* [[Late Fees / Finance Charges]]<br>
* [[Post Credit to Invoice]]<br>
<br>[[File:ReportsIcon.png]] '''Reports Module'''
<br>Learn how to copy a standard report and customize<br>to fit your business
* [[Reporting]]
* [[Duplicating Standard Reports for Custom Use]]
* [[Adding Barcodes to Reports]]
* [[Adding Item Repair Equipment to Order Item Report]]
* [[Add TechPortal Signature to Order Report]]
* [[Wrap Description column in Order Item Reports]]
* [[Add Custom Fields to Report]]
* [[Creating Drop Downs for Reports]]



|'''SME and QuickBooks Sync'''
Synchronization between SME with QuickBooks<br>for a full business solution
* [[SQLink]]
* [[SQLink Settings]]
* [[SQLink FAQ]]
* [[Common SQLink Errors]]
* [[SMP_ Items]]
* [[GL Entries for SME Inventory]]
* [[Default Export to QuickBooks Settings]]
* [[PO Cost Adjustments]]
* [[Payment Syncing]]
<br>'''Searching and Navigating'''
* [[Search Window]]<br>
* [[Lookup Menu]]<br>
* [[Navigate Button]]<br>
* [[Next / Prior Buttons]]<br>
* [[Arrange Grids]]<br>
* [[Delete/ Manage Search Views]]<br>
<br>'''Common / Other'''
<br>There are tools in SME you will use throughout<br>all the modules. 
* [[Activities]]<br>
* [[Stored Documents]]<br>
* [[Custom Tabs and Fields]]<br>
* [[Price Books]]<br>
* [[Notes]]<br>
* [[SLA Category]]<br>
<br>'''Help Desk Module'''
<br>Track issues and build your knowledge base in the <br>Help Desk module.
* [[Help Desk]]<br>
<br>'''Sales Module'''
<br>Track leads and proposals in the <br>[[Sales module]].
* [[Leads]]<br>
* [[Proposals]]<br>



|}

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