Difference between revisions of "SME Module Guides"

From High5Wiki
Jump to navigation Jump to search
 
(19 intermediate revisions by one other user not shown)
Line 1: Line 1:
 
{|style= cellpadding="8"
 
{|style= cellpadding="8"
 
|-
 
|-
||[[File:New-customer.png]] '''New Customers'''
+
||[[File:New-customer.png]]  
* [[File:QuickStart.pdf]] - High 5 Software Quick Start Guide
+
'''New Customers Start Here'''
 +
* QuickStart Guide - High 5 Software Quick Start Guide http://high5software.com/mediawiki/images/f/f9/QuickStart.pdf
 +
* [[Getting Started]] - High 5 Software Getting Started Videos
 +
* [[Welcome to High5 Wiki]] - Your Instant Reference Tool
 +
* [[OpenEdge Payment Integration]] - How to process payments in SME
 +
<br>
 
[[File:CustomersIcon.png]] '''Customers Module'''
 
[[File:CustomersIcon.png]] '''Customers Module'''
 
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
 
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
Line 22: Line 27:
 
* [[Transfers]]
 
* [[Transfers]]
 
* [[Inventory Quantity Reconciliation]]<br>
 
* [[Inventory Quantity Reconciliation]]<br>
<br>'''Setup Module'''<br>
+
<br>'''Setup Modules'''<br>
 
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
 
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
 
* [[Company]]
 
* [[Company]]
* [[Default Export to QuickBooks Settings]]
+
* [[Users]]
 +
<br>'''Setup Functions'''<br>
 +
These functions help with the direction of SME to assure best practices.
 
* [[User Groups]]
 
* [[User Groups]]
* [[Users]]
 
* [[User Preferences]]<br>
 
 
* [[SME Lookup Lists]]<br>
 
* [[SME Lookup Lists]]<br>
 +
* [[Default Export to QuickBooks Settings]]<br>
 
* [[Email Settings]]<br>
 
* [[Email Settings]]<br>
 +
* [[User Preferences]]<br>
 +
 
<br>'''Dispatching Technicians'''<br>
 
<br>'''Dispatching Technicians'''<br>
 
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.
 
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.

Latest revision as of 18:12, 12 December 2016

New-customer.png

New Customers Start Here


CustomersIcon.png Customers Module The Customers module tracks every aspect
of your most valuable asset, your customers.


InventoryIcon.png Inventory Module
Inventory Management provides a complete
collection of comprehensive inventory control tools
allowing you to quickly and easily
manage your entire inventory


Setup Modules
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.


Setup Functions
These functions help with the direction of SME to assure best practices.


Dispatching Technicians
Learn about the different ways available to schedule
and dispatch your technicians.




ServiceOrdersIcon.png Service and Install Module

Create service or install orders for your customers.
Also setup recurring service orders.


InvoicesIcon.png Receivables Module
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.


ReportsIcon.png Reports Module
Learn how to copy a standard report and customize
to fit your business


SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


Searching and Navigating


Common / Other
There are tools in SME you will use throughout
all the modules.


Help Desk Module
Track issues and build your knowledge base in the
Help Desk module.


Sales Module
Track leads and proposals in the
Sales module.


File:QuickStart.pdf

High 5 Wiki

  1. Welcome to High5 Wiki


Click the Wiki Books link for a more organized grouping of information.