SME Module Guides

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CustomersIcon.png Customers Module

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

ServiceOrdersIcon.png Service and Install Module

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

SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution



InventoryIcon.png Inventory Module
'InvoicesIcon.png Receivables Module
Common / Other
a complete collection of comprehensive
inventory control tools allowing you to quickly
and easily manage your entire inventory
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.
There are tools in SME you will use throughout
all the modules.
* 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
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.
Learn how to copy a standard report and customize
to fit your business
Track issues and build your knowledge base in the
Help Desk module.
* 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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