Service and Install Module Overview

The service or install order records the location of the job, specifies the work to be completed and includes products, services or labor hours required for the job. The order will show the billing address, the total order and tax amount, and related purchase orders. An order is created for a customer. Material added to an order is linked to SME’s Inventory module. Labor added to an order is linked to SME’s Order Dispatch window.

Below are the different sections of a service or install order. Depending on the permissions your SME Administrator created, you may not have access to all the areas described below.

1

New – Create new order

Search – Search orders

Navigate – Jump to order by order number

First, Next, Prior, Last – Tab through orders

Refresh – Refresh window to see calculated fields update.

Edit – Click to make changes to the order.

Delete – Delete the order.

Print/Email – Print or email the order. The printed orders, or reports, can be customized in the reports module.

2

Order Status -Open, Closed or Invoiced. Separate from the Order Status field on Details and Settings.

3

Action – Close an order, invoice an order, or create PO for order.

Activities- Set reminder activities for order.

Quick Invoice- Quickly generates an Itemized or Combined invoice. (To generate a Partial, Fixed Total, % of Total or Dollar Amt invoice, must use the Actions menu and select Generate Invoice.)

4 - Access order details and customer information using these tabs. These tabs can be hidden for certain user groups as needed.

5 - Select a filter to view open, closed, invoiced or all orders.