Difference between revisions of "SME Module Guides"

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{|
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|[[File:CustomersIcon.png]] '''Customers Module'''<br>
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|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br>
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|'''SME and QuickBooks Sync'''<br>
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|-
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
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|Create service or install orders for your customers.
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|
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|-
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|* [[Customers]]<br>
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|* [[Service & Install Orders]]<br>
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|* [[SQLink]]<br>
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|-
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|* [[Maintenance Contracts]]<br>
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|* [[Recurring Orders]]<br>
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|* [[SQLink FAQ]]<br>
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|-
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|* [[Customer Equipment]]<br>
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|* [[Projects]]<br>
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|* [[Common SQLink Errors]]<br>
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|-
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|
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|* [[Dispatch Guide]]<br>
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|
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|-
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|}
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<br>
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{|
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|[[File:InventoryIcon.png]]  '''Inventory Module'''<br>
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|'[[File:InvoicesIcon.png]] '''Receivables Module'''<br>
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|'''Common / Other'''
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|-
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
 +
|Create service or install orders for your customers.
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|
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|-
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|* [[Inventory]]<br>
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|* [[Invoicing]]<br>
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|* [[Activities]]<br>
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|-
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|* [[Material Allocation]]<br>
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|* [[Payments]]<br>
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|* [[Stored Documents]]<br>
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|-
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|* [[Packages]]<br>
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|* [[Recurring Invoices]]<br>
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|* [[Custom Tabs and Fields]]<br>
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|-
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|* [[Services]]<br>
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|* [[Syncing SME Invoices with QuickBooks]]<br>
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|* [[Search Window]]<br>
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|-
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|* [[Vendors]]<br>
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|* [[Batch Print/Email Invoices]]<br>
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|* [[Navigate Button]]<br>
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|-
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|* [[Returns]]<br>
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|
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|* [[Arrange Grids]]<br>
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|-
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|* [[Transfers]]<br>
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|
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|
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|-
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|* [[Inventory Quantity Reconciliation]]<br>
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|
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|
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|-
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|}
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<br>
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{|
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|'''Setup Module'''<br>
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|[[File:ReportsIcon.png]] '''Reports Module'''
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|'''Help Desk Module'''
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|-
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
 +
|Create service or install orders for your customers.
 +
|
 +
|-
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|* [[Company]]<br>
 +
|* [[Duplicating Standard Reports for Custom Use]]<br>
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|* [[Help Desk]]<br>
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|-
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|* [[Default Export to QuickBooks Settings]]<br>
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|
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|* [[Issues]]<br>
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|-
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|* [[User Groups]]<br>
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|
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|
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|-
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|* [[Users]]<br>
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|
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|
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|-
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|* [[User Preferences]]<br>
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|
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|
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|-
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|}
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[[File:CustomersIcon.png]] '''Customers Module'''<br>
 
[[File:CustomersIcon.png]] '''Customers Module'''<br>
 
* [[Customers]]<br>
 
* [[Customers]]<br>

Revision as of 22:49, 20 June 2011

CustomersIcon.png Customers Module
 ServiceOrdersIcon.png Service and Install Module
 SME and QuickBooks Sync
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* Customers
 * Service & Install Orders
 * SQLink
* Maintenance Contracts
 * Recurring Orders
 * SQLink FAQ
* Customer Equipment
 * Projects
 * Common SQLink Errors
* Dispatch Guide


InventoryIcon.png Inventory Module
 'InvoicesIcon.png Receivables Module
 Common / Other
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* Inventory
 * Invoicing
 * Activities
* Material Allocation
 * Payments
 * Stored Documents
* Packages
 * Recurring Invoices
 * Custom Tabs and Fields
* Services
 * Syncing SME Invoices with QuickBooks
 * Search Window
* Vendors
 * Batch Print/Email Invoices
 * Navigate Button
* Returns
 * Arrange Grids
* Transfers
* Inventory Quantity Reconciliation


Setup Module
 ReportsIcon.png Reports Module Help Desk Module
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* Company
 * Duplicating Standard Reports for Custom Use
 * Help Desk
* Default Export to QuickBooks Settings
 * Issues
* User Groups
* Users
* User Preferences




CustomersIcon.png Customers Module

ServiceOrdersIcon.png Service and Install Module

InventoryIcon.png Inventory Module


InvoicesIcon.png Receivables Module

ReportsIcon.png Reports Module


Dispatch and Scheduling


Setup Module

Other

Help Desk Module

SME and QuickBooks Sync


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