SME Module Guides

Click the Wiki Books link for a more organized grouping of information.
Service & Install Module Guide

• Service & Install Orders
  
• Recurring Orders
  
• Projects
  

Inventory Module Guide

• Inventory
  
• Material Allocation
  
• Packages
  
• Services
  
• Vendors
  
• Returns
  
• Transfers
  
• Inventory Quantity Reconciliation
  

Receivables Module Guide

• Invoicing
  
• Payments
  
• Recurring Invoices
  
• Syncing SME Invoices with QuickBooks
  
• Batch Print/Email Invoices
  

Dispatch and Scheduling

• Dispatch Guide
  

SME Add-on Products

• TechPortal for SME
  

SME Administration

• Installing SME
  
• Installing SME Client
  
• Updating SME
  
• Upgrading - SME 7.0 to 7.1
  
• Upgrading - SME 6.3 - 7.0
  
• Revision History
  

Setup Module

• Company
  
• Default Export to QuickBooks Settings
  
• User Groups
  
• Users
  
• User Preferences
  

Other

• Activities
  
• Stored Documents
  
• Custom Tabs and Fields
  
• Search Window
  
• Navigate Button
  
• Arrange Grids
  

Customers Module

• Customers
  
• Maintenance Contracts
  
• Customer Equipment
  

Help Desk Module

• Help Desk
  
• Issues
  

Reports Module

• Duplicating Standard Reports for Custom Use
  

SME and QuickBooks Sync

• SQLink
  
• SQLink FAQ
  
• Common SQLink Errors
  

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