User contributions
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- 21:26, 11 June 2011 (diff | hist) . . (+41) . . N Search Window - 7.1 (Created page with " <videoflash>IkQ4qW04z9E</videoflash>") (current)
- 21:25, 11 June 2011 (diff | hist) . . (+625) . . N New way to manage columns on grids (Created page with "Throughout SME you will want to rearrange the order of columns on grids. Previous to SME 7.1, to arrange the order of columns you had to drag and drop the column headers in place...") (current)
- 21:22, 11 June 2011 (diff | hist) . . (+2,130) . . N User Log in/Log out Tracking (Created page with "In SME 7.1 the user interface in User Groups has been changed. File:UserGroupUI.jpg {| style="border-width: medium; border-style: none; border-color: -moz-use-text-color;...") (current)
- 21:19, 11 June 2011 (diff | hist) . . (+40) . . Dispatch Window - New features in 7.1 (current)
- 21:16, 11 June 2011 (diff | hist) . . (+3,258) . . Inventory Stock Levels (current)
- 21:09, 11 June 2011 (diff | hist) . . (0) . . N File:InvoiceType.jpg (current)
- 21:08, 11 June 2011 (diff | hist) . . (0) . . N File:QuickInvoiceButton.jpg (current)
- 21:08, 11 June 2011 (diff | hist) . . (+2,364) . . N Invoicing an Order (Created page with "o find the orders that are ready to be invoiced, you will need to search for all closed orders. To find all closed orders: # Select the '''Service''' or '''Install''' mod...") (current)
- 20:47, 11 June 2011 (diff | hist) . . (0) . . N File:Taxes Tab.jpg (current)
- 20:46, 11 June 2011 (diff | hist) . . (+240) . . N Taxes tab - order (Created page with "View the tax details on the Taxes tab. The Tax Group/Code is assigned in the customer record. When you create an order for a customer, the TaxGroup/Code will be populated by what...") (current)
- 19:29, 11 June 2011 (diff | hist) . . (-124) . . Customer Information Tab - orders (current)
- 19:28, 11 June 2011 (diff | hist) . . (+3,094) . . N Customer Information Tab - orders (Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv...")
- 19:28, 11 June 2011 (diff | hist) . . (0) . . N File:CustomerInformation.jpg (current)
- 19:17, 11 June 2011 (diff | hist) . . (+973) . . N Creating Order Templates (Created page with "If you find that you are creating the same service or install order frequently, you may want to create a template for the order to save time. '''Create the template:''' # ...") (current)
- 19:16, 11 June 2011 (diff | hist) . . (0) . . N File:Template.jpg (current)
- 17:43, 11 June 2011 (diff | hist) . . (+7) . . Closing an Order (current)
- 17:41, 11 June 2011 (diff | hist) . . (+1,789) . . N Closing an Order (Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te...")
- 17:21, 11 June 2011 (diff | hist) . . (+233) . . N Projects (Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost...")
- 17:07, 11 June 2011 (diff | hist) . . (0) . . N File:SelectStock.jpg (current)
- 17:07, 11 June 2011 (diff | hist) . . (0) . . N File:SelectSerializedItem.jpg (current)
- 17:06, 11 June 2011 (diff | hist) . . (0) . . N File:POLinkStatus.jpg (current)
- 17:05, 11 June 2011 (diff | hist) . . (0) . . N File:FlatView.jpg (current)
- 17:04, 11 June 2011 (diff | hist) . . (+1) . . Check Available Stock for Material On Orders (current)
- 16:55, 11 June 2011 (diff | hist) . . (+4,040) . . N Check Available Stock for Material On Orders (Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab...")
- 02:24, 11 June 2011 (diff | hist) . . (+585) . . N Adding Orders to a Project (Created page with "You can either add orders to a project from the project or from the order. First click New to create a new project, and then you can add orders. '''Add from the order''' # ...") (current)
- 02:21, 11 June 2011 (diff | hist) . . (0) . . N File:IncludedInstallation.jpg (current)
- 02:20, 11 June 2011 (diff | hist) . . (0) . . N File:Project Details.jpg (current)
- 02:20, 11 June 2011 (diff | hist) . . (+3,024) . . N Project Tab Overview (Created page with "<h3>Details and Settings tab</h3> Here you can type a name and description for the project and assign a Project Manager. File:Project_Details.jpg <h3>Totals tab</h3> At...") (current)
- 02:07, 11 June 2011 (diff | hist) . . (0) . . N File:PrintOrder.jpg (current)
- 02:06, 11 June 2011 (diff | hist) . . (+416) . . N Print Service or Install Order (Created page with "1. In the service or install order, click '''Print/Email'''. <br>2. In the list that displays, everything above the horizontal line are reports you can print. SME has...") (current)
- 02:04, 11 June 2011 (diff | hist) . . (+673) . . N Recurring Order (Created page with "Recurring orders will generate automatic service orders for labor, material or services. Recurring orders provide flexibility for handling inspection type work or frequent recurr...")
- 01:57, 11 June 2011 (diff | hist) . . (-62) . . Create a Recurring Order (current)
- 01:54, 11 June 2011 (diff | hist) . . (0) . . N File:OnStartup REcurringOrder.jpg (current)
- 01:53, 11 June 2011 (diff | hist) . . (0) . . N File:RecurringOrderRules.jpg (current)
- 01:53, 11 June 2011 (diff | hist) . . (+1,473) . . N Create a Recurring Order (Created page with "# In the Service & Install module, click Recurring Order. # Click '''New''' and select the customer the order is for. # In the '''Order Summary''', type a descr...")
- 01:47, 11 June 2011 (diff | hist) . . (0) . . N File:ProcessREcurringOrder.jpg (current)
- 01:47, 11 June 2011 (diff | hist) . . (+959) . . N Processing a Recurring Order (Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup” <br>1. Click '''Preferences'''. <br>2. Select th...") (current)
- 01:42, 11 June 2011 (diff | hist) . . (+883) . . N View Recurring Order History (Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus...") (current)
- 01:41, 11 June 2011 (diff | hist) . . (0) . . N File:PrepaidHoursTAb.jpg
- 01:40, 11 June 2011 (diff | hist) . . (0) . . N File:ViewROHisotry.jpg (current)
- 01:39, 11 June 2011 (diff | hist) . . (0) . . N File:PrepaidServiceItems.jpg
- 01:39, 11 June 2011 (diff | hist) . . (0) . . N File:ViewROHistory cust.jpg (current)
- 01:35, 11 June 2011 (diff | hist) . . (0) . . N File:PrepaidServicesWindow.jpg (current)
- 01:35, 11 June 2011 (diff | hist) . . (+1,891) . . N Prepaid Services and Hours (Created page with "<span style="color:#ED872D"> '''Prepaid Hours''' </span> If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab...")
- 01:24, 11 June 2011 (diff | hist) . . (-1) . . Activities tab - orders (current)
- 01:23, 11 June 2011 (diff | hist) . . (+1,891) . . N Activities tab - orders (Created page with "Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the Activities tab, you can see a list of all activitie...")
- 01:19, 11 June 2011 (diff | hist) . . (0) . . N File:ACtivitiesTab.jpg (current)
- 01:13, 11 June 2011 (diff | hist) . . (+953) . . N Stored Documents - orders (Created page with "On the Stored Documents tab you can link documents related to the order. '''To link a new document''', first make sure the document is saved. Your SME Administrator may have a s...") (current)
- 01:13, 11 June 2011 (diff | hist) . . (0) . . N File:Button1.jpg (current)
- 01:01, 11 June 2011 (diff | hist) . . (0) . . N File:RatesAndAssignments.jpg (current)
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