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- 16:18, 9 June 2011 diff hist +1,166 N Customer Defaults Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."
- 16:06, 9 June 2011 diff hist 0 N File:SQlink InventoryItems.jpg current
- 16:06, 9 June 2011 diff hist 0 N File:Inventory LinkOptions.jpg current
- 16:05, 9 June 2011 diff hist -14 Export Options for Inventory Items current
- 16:02, 9 June 2011 diff hist +2,114 N Export Options for Inventory Items Created page with "Inventory is managed in one of two ways when SME is syncing with QuickBooks: <br>· As SME Only Inventory – Items are maintained in SME and inventory Cost of Goods, In..."
- 15:55, 9 June 2011 diff hist 0 N File:DefaultExportInventoryOption.jpg current
- 15:50, 9 June 2011 diff hist +1,193 N Export options for Subcontractors Created page with "When you add a service item to an order and add a subcontractor to the service, SME can either export a bill for the subcontractor in QuickBooks for the cost of the service item,..." current
- 15:50, 9 June 2011 diff hist 0 N File:SubcontractorExportOptions.jpg current
- 15:49, 9 June 2011 diff hist 0 N File:SubcontractorBill.jpg current
- 15:48, 9 June 2011 diff hist 0 N File:SubContractorOnServiceItem.jpg current
- 15:43, 9 June 2011 diff hist +1,300 N Export Options for Purchase Orders Created page with "Check one of the next two options for how SME exports purchase orders to QuickBooks: File:POExportOptions.jpg '''Default Export for New POs''' – If checked, purchase or..." current
- 15:42, 9 June 2011 diff hist 0 N File:SQLink PO.jpg current
- 15:36, 9 June 2011 diff hist 0 N File:POExportOptions.jpg current
- 15:35, 9 June 2011 diff hist +5 Default Export to QuickBooks Settings
- 15:34, 9 June 2011 diff hist +794 N Default Export to QuickBooks Settings Created page with "If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. File:QBExportDefaults.jpg '''Default Export for New Invoices''' – If ch..."
- 15:33, 9 June 2011 diff hist 0 N File:QBExportDefaults.jpg current
- 15:30, 9 June 2011 diff hist +1,156 N Order Created page with "The Order Defaults section in the Setup Module where you will set various defaults such as colors associated with orders, beginning order and invoice numbers, finance charge past..." current
- 15:30, 9 June 2011 diff hist 0 N File:DispatchColors.jpg current
- 15:29, 9 June 2011 diff hist 0 N File:NextOrderNumbers.jpg current
- 15:25, 9 June 2011 diff hist +3,804 N System Created page with "The System Defaults section is where you will set password requirements, technician work hours for dispatch, and various settings and defaults described below. [[File:System.jp..."
- 15:25, 9 June 2011 diff hist 0 N File:CWCode.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:System.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:OverviewButton.jpg current
- 15:14, 9 June 2011 diff hist +1,091 N Company Information Created page with "In this section, you need to add your address and company contact information, upload a logo, select your fiscal year starting date and select SME colors. '''Address Information..." current
- 15:14, 9 June 2011 diff hist 0 N File:CompanyInformation.jpg current
- 15:14, 9 June 2011 diff hist 0 N File:Colors.jpg current
- 15:08, 9 June 2011 diff hist +1,502 N Company - setup Created page with "left In the Setup module, select '''Company''' to setup user groups, customize lookup lists (drop down values), set customer defaults and more. <u>S..." current
- 15:03, 9 June 2011 diff hist 0 N File:Company setup.jpg current
- 15:03, 9 June 2011 diff hist 0 N File:'CompanySetupNextButton.jpg current
- 14:55, 9 June 2011 diff hist +4 Review Recurring Invoice for Contract current
- 14:54, 9 June 2011 diff hist 0 N File:Recurring DetailsSettings.jpg current
- 14:53, 9 June 2011 diff hist +1,580 N Review Recurring Invoice for Contract Created page with "The maintenance contract created for your customer has invoicing settings. Once the maintenance contract is saved, SME will generate a recurring invoice for the customer. This re..."
- 14:48, 9 June 2011 diff hist +17 Processing Recurring Invoice for Contract current
- 14:47, 9 June 2011 diff hist +2,555 N Processing Recurring Invoice for Contract Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."
- 14:47, 9 June 2011 diff hist 0 N File:GenerateRecurringInvoice.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:GridColumns.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:OnStartup RecurringInvoice.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:RecurringSearchview.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:SearchView NextInvoiceDate.jpg current
- 14:24, 9 June 2011 diff hist +1,099 N Customer Equipment on Contract Created page with "When viewing your customer equipment, you can see if the equipment is covered on a maintenance contract, see the contract expiration date, and see the SLA category the equipment ..." current
- 14:23, 9 June 2011 diff hist 0 N File:Customerequipment maintenancetab2.jpg current
- 14:18, 9 June 2011 diff hist +1,096 N Customer Equipment- Customers Created page with "SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your c..." current
- 14:18, 9 June 2011 diff hist 0 N File:CustomerEquipmentTree.jpg current
- 14:17, 9 June 2011 diff hist 0 N File:InventoryItem AddToCustEQ.jpg current
- 14:10, 9 June 2011 diff hist +7 Customer Equipment Details current
- 14:05, 9 June 2011 diff hist +30 Customer Equipment Details
- 13:59, 9 June 2011 diff hist 0 N File:CustomerEQ ItemDetails.jpg current
- 13:58, 9 June 2011 diff hist 0 N File:CustEQ MaintenanceTab.jpg current
- 13:57, 9 June 2011 diff hist 0 N File:CustEQ Transaction.jpg current
- 13:57, 9 June 2011 diff hist +3,501 N Customer Equipment Details Created page with "Double click on any equipment in the Customer Equipment list to see the equipment details such as serial number, repair history and set the maintenance expiration. '''Item Deta..."
- 13:10, 9 June 2011 diff hist -13 Technician Work Groups current
- 13:09, 9 June 2011 diff hist 0 N File:LAborEidtorWorkGroup.jpg current
- 13:08, 9 June 2011 diff hist 0 N File:FilterByWorkGroup.jpg current
- 13:08, 9 June 2011 diff hist +1,253 N Technician Work Groups Created page with "A work group is a group of users that can perform a specific function (ie: electricians, welders, repair) or technicians that work in a geographical area. Work groups are used in..."
- 13:03, 9 June 2011 diff hist +1,028 N Ordering Techs on Dispatch Created page with "You can arrange the order in which your technicians display along the top of the Day Planner tab. File:DayPlannerOrder.jpg # Go to the '''Setup''' module > '''Users'..." current
- 13:03, 9 June 2011 diff hist 0 N File:DayPlannerOrder.jpg
- 13:02, 9 June 2011 diff hist 0 N File:SubTechRating.jpg current
- 13:01, 9 June 2011 diff hist 0 N File:TechnianSettings TechRating.jpg current
- 12:17, 9 June 2011 diff hist 0 N File:LayoutDropdown.jpg
- 12:15, 9 June 2011 diff hist 0 N File:SaveLayout.jpg current
- 12:14, 9 June 2011 diff hist 0 N File:SaveLayoutLg.jpg
- 12:13, 9 June 2011 diff hist 0 N File:SaveLayoutName.jpg current
- 12:11, 9 June 2011 diff hist 0 N File:X.jpg current
- 12:11, 9 June 2011 diff hist +1,313 N Dispatch Layouts Created page with "In dispatch there may be tabs you don’t use, such as the vehicles tab, technician’s tab, invoices tab and proposals tab. You can setup different layouts in SME showing you th..." current
- 21:54, 8 June 2011 diff hist +293 N Link between dispatch and the labor tab Created page with "When you add an order to your technician’s calendar in dispatch, a labor line item is added to the Labor tab on the order. It works the other way as well. In an order, if you g..." current
- 21:54, 8 June 2011 diff hist 0 N File:Link.jpg current
- 21:51, 8 June 2011 diff hist +1,304 N Scheduling Orders on Dispatch Created page with "Drag an order from the tabs at the bottom of dispatch and drop it on the dispatch board. *NOTE* When you drag an order onto a tech’s schedule, a labor item is added to the ord..." current
- 21:51, 8 June 2011 diff hist 0 N File:DragOnDispatch.jpg
- 21:51, 8 June 2011 diff hist 0 N File:Reschedule.jpg
- 21:45, 8 June 2011 diff hist +2,085 N Order Tabs Created page with "The tabs at the bottom of dipsatch show you open service orders, open install orders, open invoices, open proposals, as well as unscheduled orders (orders that don't have a tech ..." current
- 21:43, 8 June 2011 diff hist 0 N File:DragColumns.jpg current
- 21:43, 8 June 2011 diff hist 0 N File:ColumnMgmtLarge.jpg current
- 21:42, 8 June 2011 diff hist 0 N File:FilterGrid.jpg current
- 21:41, 8 June 2011 diff hist 0 N File:OrderTabs.jpg
- 21:41, 8 June 2011 diff hist 0 N File:ColumnMgmtDisplay.jpg current
- 21:40, 8 June 2011 diff hist 0 N File:ApplyView.jpg current
- 21:40, 8 June 2011 diff hist 0 N File:ColumnMgmt.jpg current
- 20:55, 8 June 2011 diff hist 0 N File:DispatchSections.jpg
- 20:51, 8 June 2011 diff hist +4,987 N Dispatch Overview Created page with "The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Element..." current
- 20:50, 8 June 2011 diff hist 0 N File:MainFormElements Dispatch.jpg current
- 20:45, 8 June 2011 diff hist +382 N Dispatch Window - 7.1 Created page with "The Dispatch Window allows you to schedule your technicians for work orders and view your technicians schedule. Watch the video below or continue to the next page of the guide fo..." current
- 20:34, 8 June 2011 diff hist +4 Receiving Parts on Purchase Order current
- 20:33, 8 June 2011 diff hist +576 N Receiving Parts on Purchase Order Created page with "# Go to the Purchase Order. # Select the '''PO Items''' tab. # Select the item on the tab and click '''Receive Item'''. # On the '''Receive PO Items''' window: ** ..."
- 20:30, 8 June 2011 diff hist 0 Receive the wrong part on a PO? current
- 20:29, 8 June 2011 diff hist +913 N Receive the wrong part on a PO? Created page with "If you receive parts on a PO that you shouldn’t have received, you will have to delete the stock you added to SME and then add the part back to the PO. <span style="color:o..."
- 20:26, 8 June 2011 diff hist 0 N File:DeleteButton materialDetails.png current
- 20:20, 8 June 2011 diff hist -3 Place PO for parts below minimum level current
- 19:59, 8 June 2011 diff hist +29 Place PO for parts below minimum level
- 19:57, 8 June 2011 diff hist +1,513 N Place PO for parts below minimum level Created page with "On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO f..."
- 19:54, 8 June 2011 diff hist 0 N File:MinLevelPO.png current
- 19:51, 8 June 2011 diff hist +1,018 N Create PO from the inventory item Created page with "Create a purchase order from the inventory item will generate a PO for the default vendor assigned to the inventory item. (Enter the default vendor in the vendor field on the Ord..." current
- 19:50, 8 June 2011 diff hist 0 N File:I Circled.png current
- 19:43, 8 June 2011 diff hist 0 N File:ShippingNOtes.png
- 19:36, 8 June 2011 diff hist -44 Return material from customer back to inventory
- 19:35, 8 June 2011 diff hist +1,658 N Return material from customer back to inventory Created page with "You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns. <br>1. In the ..."
- 19:15, 8 June 2011 diff hist +6 Print the return ticket current
- 19:14, 8 June 2011 diff hist +179 N Print the return ticket Created page with "1. Click Print/Email. File:printticket.png <br>2. Select Standard Return Ticket by Ship From. <br>3. Click the printer icon in the print preview window to print the ticket."
- 19:14, 8 June 2011 diff hist 0 N File:Printticket.png current
- 19:12, 8 June 2011 diff hist +1,196 N Return material in inventory back to vendor Created page with "1. In the '''Inventory module''', select '''Returns'''. <br>2. Click '''New''' and select '''To Vendor'''. <br>3. Select the Vendor you are returning to in the Search window. <b..." current
- 19:12, 8 June 2011 diff hist 0 N File:ReturnItemsTab.png current
- 19:11, 8 June 2011 diff hist 0 N File:ReceiveItem.png current
- 19:05, 8 June 2011 diff hist +470 N Returns Created page with "RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from custome..."
- 19:03, 8 June 2011 diff hist +1,985 N Add items to the PO from orders Created page with "<br>1. Go to '''Purchase Orders''' in Inventory Module. <br>2. Click '''New''' and select the '''vendor'''. The vendor information will populate the Vendor tab on Details and Se..." current
- 19:03, 8 June 2011 diff hist 0 N File:PO DetailsAndSettings.png current
- 19:00, 8 June 2011 diff hist 0 N File:ViewItemsOnOrder.png current
- 18:56, 8 June 2011 diff hist +2,560 N Create PO from an order Created page with "When building your service or install order, you will use the Material Allocation window to allocate stock in your warehouses for your service or install order. If there is no st..." current
- 18:56, 8 June 2011 diff hist 0 N File:PurchaseOrdersTab.jpg current
- 18:54, 8 June 2011 diff hist 0 N File:SelectVendor.jpg
- 18:51, 8 June 2011 diff hist 0 N File:ErrorCreatingPurchaseOrder.jpg current
- 18:50, 8 June 2011 diff hist 0 N File:CreatePOforJIT.jpg current
- 18:49, 8 June 2011 diff hist 0 N File:HasJitItems NoStock.jpg current
- 18:44, 8 June 2011 diff hist +409 N Purchase Orders Created page with "Purchase Orders (PO) should be used for all adding of inventory items (rather than adding stock) for proper inventory control. # Create PO directly from orders (service, ins..."
- 18:36, 8 June 2011 diff hist 0 N File:ProductsPurchased.png current
- 18:36, 8 June 2011 diff hist +16 Setup Subcontractor
- 18:35, 8 June 2011 diff hist +1,531 N Setup Vendor Created page with "Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the..." current
- 18:34, 8 June 2011 diff hist +2,383 N Setup Subcontractor Created page with "ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor r..."
- 18:29, 8 June 2011 diff hist 0 N File:IsTech.png current
- 18:20, 8 June 2011 diff hist +182 N Vendors Created page with "A vendor supplies goods and services to your company. In SME, vendors include both vendors who supply material to your company and subcontractors who supply services to your comp..."
- 18:19, 8 June 2011 diff hist +1,234 N Services Created page with "Service items can be used for a variety of purposes such as fixed rate type services, services to be performed by subcontractors, or other service type items such as freight & sh..."
- 18:19, 8 June 2011 diff hist 0 N File:ServiceItem.png current
- 18:00, 8 June 2011 diff hist +6 Packages
- 17:59, 8 June 2011 diff hist -6 Packages
- 16:02, 8 June 2011 diff hist 0 N File:BreakoutPackage.png current
- 16:01, 8 June 2011 diff hist +2,618 N Packages Created page with "Packages have a few different functions. They can be used from a marketing perspective for a bundle of items that provide a discount when purchased together. They can be used to ..."
- 16:00, 8 June 2011 diff hist 0 N File:I.png current
- 15:55, 8 June 2011 diff hist 0 N File:AddAsGroup.png current
- 15:42, 8 June 2011 diff hist 0 N File:ArrangeColumns.jpg current
- 15:42, 8 June 2011 diff hist 0 N File:Columns.jpg current
- 15:41, 8 June 2011 diff hist +318 N Setup the Material Allocation Window Created page with "Click File:Columns.jpg in the upper left corner to rearrange the order of the columns or remove columns from the Material Allocation window. Click on the column title and d..." current
- 15:37, 8 June 2011 diff hist +289 N Reserve Stock for Specific Inventory Item Created page with "Go to an inventory item and click '''Actions''' > '''Inventory Allocation'''. Accessing the Material Allocation window this way provides a way to see all orders the inventory ite..." current
- 15:37, 8 June 2011 diff hist 0 N File:MaterialAllocation InventoryItems.jpg current
- 15:33, 8 June 2011 diff hist +3,107 N Reserve Stock for All Material on All Orders Created page with "Click '''Tools''' > '''Allocate Inventory''' to allocate material on all open orders in SME. Accessing the Material Allocation window this way provides a quick way to see what in..." current
- 15:32, 8 June 2011 diff hist 0 N File:InventoryAllocationALL.jpg current
- 13:53, 8 June 2011 diff hist -1 Transfers
- 13:52, 8 June 2011 diff hist -2 Transfers
- 13:50, 8 June 2011 diff hist +2,043 N Transfers Created page with "SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transf..."
- 13:50, 8 June 2011 diff hist 0 N File:MoveSTockOption.png current
- 13:32, 8 June 2011 diff hist +2,061 N Inventory Quantity Reconciliation Created page with "Usually at year end a physical inventory is performed and then reconciled with SME. Any adjustments required should be understood, however SME provides an inventory reconcile too..."
- 13:31, 8 June 2011 diff hist 0 N File:ReconciliationSteps.jpg current
- 13:30, 8 June 2011 diff hist 0 N File:PhysicalCount.jpg current
- 13:30, 8 June 2011 diff hist 0 N File:ItemNumber.jpg current
- 13:29, 8 June 2011 diff hist 0 N File:FilterByNumber.jpg current
- 13:28, 8 June 2011 diff hist 0 N File:EnterNumber.jpg current
- 13:28, 8 June 2011 diff hist 0 N File:DownArrow.jpg current
- 13:18, 8 June 2011 diff hist +1,374 N Alternative to manage stock adjustments Created page with "Another option for adjusting stock quantities for inventory items is to setup a separate warehouse in SME to move the excess stock to. This way, if the adjustment was done in err..." current
- 13:18, 8 June 2011 diff hist 0 N File:MoveStockAdjustment.jpg current
- 12:57, 8 June 2011 diff hist +3,470 N Reserve Stock for Material on Orders Created page with "1. Go to the Service or Install Order. <br>2. Click '''Actions''' > '''Inventory Allocation'''. <br>3. Click File:Select.jpg in the '''Select''' column. <br..." current
- 12:55, 8 June 2011 diff hist 0 N File:Reserved.jpg current
- 12:52, 8 June 2011 diff hist 0 N File:SelectInventoryItems.jpg current
- 12:48, 8 June 2011 diff hist +8,806 N Item Status Created page with "When adding material to the order, there are three basic scenarios. 1. Stock is available in the default warehouse for that item 2. Stock is available, but not in the..." current
- 12:48, 8 June 2011 diff hist 0 N File:MaterialAllocation ItemStatus.jpg current
- 12:27, 8 June 2011 diff hist 0 N File:Select.jpg current
- 12:22, 8 June 2011 diff hist +685 N Material Allocation Window Created page with "When adding material to a service or install order, you must make sure stock is reserved from your inventory to keep your inventory levels accurate. You can reserve stock using ..." current
- 12:21, 8 June 2011 diff hist 0 N File:MaterialAllocationWindow.jpg current
- 02:02, 8 June 2011 diff hist -48 Material Allocation
- 01:58, 8 June 2011 diff hist +1,018 N Manage columns in grid on tabs Created page with "Throughout the many tabs in SME, you will find grids. You can rearrange the order of the columns in the grid, remove columns from the grid and add them back to the grid. <h3>Re..." current
- 01:58, 8 June 2011 diff hist 0 N File:AddColumnToGrid.png current
- 01:56, 8 June 2011 diff hist 0 N File:Grids.png current
- 01:53, 8 June 2011 diff hist +3,892 N Looking up inventory Created page with "Use the Search window to look up inventory items and export your inventory item list to Excel. <br>1. Select Inventory module. <br>2. Click Search and select Search Active..." current
- 01:52, 8 June 2011 diff hist 0 N File:Navigate.png current
- 01:45, 8 June 2011 diff hist 0 N File:SearchForO Inventory.png current
- 01:44, 8 June 2011 diff hist 0 N File:InventorySearch Excel.png current
- 01:42, 8 June 2011 diff hist 0 N File:ExportInventorySearch.png current
- 01:37, 8 June 2011 diff hist 0 N File:DragToGroup.png current
- 01:37, 8 June 2011 diff hist 0 N File:Grouped.png current
- 01:31, 8 June 2011 diff hist 0 N File:ApplyView.png current
- 01:22, 8 June 2011 diff hist 0 N File:SearchActiveInventoyrItems.jpg current
- 01:20, 8 June 2011 diff hist +179 N Purchase History Created page with "The purchase history tab provides information about all purchase orders placed for the inventory item. Double click on a line in the grid, and SME will jump to the purchase order." current
- 01:12, 8 June 2011 diff hist +911 N Kit Items Created page with "When you add material to an order, you may need to know what parts go with that material. You can add this related material on the Kit Items tab. When you are adding the material..." current
- 01:12, 8 June 2011 diff hist 0 N File:ReferenceKitItems.png current
- 01:08, 8 June 2011 diff hist +219 N Export material details to Excel Created page with "1. Select the Material Details tab. 2. Right click in the grid and select Export to Excel (image on right). 3. Select where you want to save the file and clic..." current
- 01:08, 8 June 2011 diff hist 0 N File:ExcelmaterialDetails.jpg current
- 01:06, 8 June 2011 diff hist +334 N View stock item transactions Created page with "To view the history of transactions for material: <br>1. Select the''' Material Details''' tab. <br>2. Right click on item. <br>3. Select '''View Item Transa..." current
- 01:06, 8 June 2011 diff hist 0 N File:ItemTransactions.jpg current
- 01:03, 8 June 2011 diff hist +741 N Move stock to another warehouse Created page with "This allows the movement of individual stock items. If items are moved to a warehouse, that warehouse will be created in Stock tab if it does not already show. <br>1. On ..." current
- 01:03, 8 June 2011 diff hist 0 N File:MoveStock.jpg current
- 01:02, 8 June 2011 diff hist +1 Material Details tab current
- 01:02, 8 June 2011 diff hist 0 N File:MaterialDetails2.jpg current
- 00:56, 8 June 2011 diff hist -1 Material Details tab
- 00:53, 8 June 2011 diff hist +390 N Material Details tab Created page with "The Material Details tab provides details on all the material for this inventory item. For serialized items, the Material Details tab shows each stock item on a separate line. No..."
- 00:52, 8 June 2011 diff hist +434 N View Stock Details in Warehouse Created page with "To see stock details by warehouse location and change serial numbers, you can use the Inventory Stock Editor. # On the '''Stock''' tab, select the warehouse location you ..." current
- 00:52, 8 June 2011 diff hist 0 N File:ViewStockDetails.jpg current
- 00:49, 8 June 2011 diff hist -6 Add Stock Item current
- 00:49, 8 June 2011 diff hist +1,181 N Add Stock Item Created page with "Once you get started using SME, you will add stock to inventory through purchase orders. When getting started setting up your stock in SME, you may need to manually enter stock. ..."
- 00:49, 8 June 2011 diff hist 0 N File:Addingserialized.jpg current
- 00:48, 8 June 2011 diff hist 0 N File:AddStockItem.jpg current
- 00:43, 8 June 2011 diff hist 0 N File:STockTab.jpg current
- 00:43, 8 June 2011 diff hist +491 N Stock Tab Created page with "On the Stock tab, you will see a summary of stock for each warehouse location. You can see the stock quantity, the amount reserved, and the amount of stock available at each loca..." current
- 00:42, 8 June 2011 diff hist +5,959 N Vendor Items Tab Created page with "On the Vendor tab, enter additional vendors that supply this part. File:ItemVendor.jpg {| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border..."
- 00:41, 8 June 2011 diff hist 0 N File:ItemVendor.jpg current
- 00:38, 8 June 2011 diff hist 0 Ordering Information Tab
- 00:37, 8 June 2011 diff hist +15 Ordering Information Tab
- 00:37, 8 June 2011 diff hist +1,616 N Ordering Information Tab Created page with "On the Ordering Information tab, you setup ordering information such as the vendor, minimum quantity on hand and the reorder amount. Below is a description of all the fields on ..."
- 00:37, 8 June 2011 diff hist 0 N File:OrderingInformationTab.jpg current
- 00:32, 8 June 2011 diff hist +19,026 N Details and Settings Tab - inventory item Created page with "{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" | style="width: 9.65in; border-width: medium medium 1pt; border-style: none none solid; border-colo..." current
- 00:25, 8 June 2011 diff hist 0 N File:BlankInventoryItem.jpg
- 00:25, 8 June 2011 diff hist +327 N Create a New Inventory Item Created page with "If you are syncing SME with QuickBooks and you have inventory items in QuickBooks, your inventory items will be imported. If you are not syncing with QuickBooks, this is how you ..." current
- 00:11, 8 June 2011 diff hist +4,695 N Inventory Item Summary Created page with "In each inventory item you can track your stock levels and see how many parts are available for orders and how many parts are reserved on orders. Circled in the image below, y..." current
- 23:51, 7 June 2011 diff hist +1,482 N Inventory Module Created page with "left '''Inventory''' – Here you can setup and access all inventory items. View stock for the item, move stock between warehouses, view item purchas..." current
- 23:37, 7 June 2011 diff hist 0 N File:InventoryModule.jpg current
- 23:28, 7 June 2011 diff hist +24 SME - Custom Tabs and Fields
- 23:26, 7 June 2011 diff hist +250 Field Access Level current
- 23:25, 7 June 2011 diff hist 0 N File:FieldAccessLevel.jpg current
- 23:24, 7 June 2011 diff hist +1,114 N Field Access Level Created page with "You can assign an access level to each custom field. Only users that are authorized to see that level can access the custom field. Someone with access 0 can see everything, acc..."
- 22:29, 7 June 2011 diff hist +482 N Edit Custom Fields Created page with "# Go to '''Utilities''' module > '''Custom Tabs'''. # Click '''Run It'''. # Click '''Search''' and select the custom tab containing the fields you want to edit...." current
- 22:09, 7 June 2011 diff hist 0 N File:AdmiAccess.jpg current
- 22:08, 7 June 2011 diff hist 0 N File:UserGroup IsAdmin.jpg current
- 22:07, 7 June 2011 diff hist +300 N Custom Tab - Admin Access Created page with "In the Custom Table Designer window, there is a checkbox for Admin Access. (image below) File:admiAccess.jpg If this box is checked, then the tab is only visible to SME use..." current
- 22:04, 7 June 2011 diff hist 0 N File:CustomTabOrderExample.jpg current
- 22:04, 7 June 2011 diff hist +477 N Custom Tab Order Created page with "If you create more than one custom tab for a module, you can determine the order of the tabs. In the Custom Table Designer window, locate the Tab Order field. Enter 1 in the tab ..." current
- 22:02, 7 June 2011 diff hist 0 N File:NewFieldRow.jpg current
- 22:02, 7 June 2011 diff hist 0 N File:PlusSign.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:Preview.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:WidthExamples.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:AddNewField.jpg current
- 22:00, 7 June 2011 diff hist 0 N File:Examples.jpg current
- 21:59, 7 June 2011 diff hist +1,972 N Create Custom Fields Created page with "1.Go to Utilities module. <br>2. Click Custom Tabs. <br>3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."
- 21:43, 7 June 2011 diff hist 0 N File:AssignFormCode.jpg current
- 21:43, 7 June 2011 diff hist 0 N File:CustomerFormCode.jpg current
- 21:42, 7 June 2011 diff hist +723 N Form Code Created page with "Form code is entered in the customer and then on the work order. (Image below) File:CustomerFormCode.jpg The tabs matching this form code and the tabs with no form code an..." current
- 21:38, 7 June 2011 diff hist 0 N File:Date.jpg current
- 21:37, 7 June 2011 diff hist +15,137 N Types of Custom Fields Created page with "{| | style="border-width: 1pt; border-style: solid; border-color: windowtext; padding: 0in 5.4pt; width: 1.45in; background: none repeat scroll 0% 0% rgb(217, 217, 217)" width="1..."
- 21:37, 7 June 2011 diff hist 0 N File:Currency.jpg current
- 21:21, 7 June 2011 diff hist 0 N File:DateTime.jpg current
- 21:21, 7 June 2011 diff hist 0 N File:EditPickList.jpg current
- 21:20, 7 June 2011 diff hist 0 N File:Integer.jpg current
- 21:20, 7 June 2011 diff hist 0 N File:LargeInt.jpg current
- 21:19, 7 June 2011 diff hist 0 N File:NumericDecimal.jpg current
- 21:19, 7 June 2011 diff hist 0 N File:Picklist.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:String.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:Time.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:Button.jpg current
- 21:17, 7 June 2011 diff hist 0 N File:Boolean.jpg current
- 21:03, 7 June 2011 diff hist 0 N File:CustomTabsFields.jpg current
- 21:02, 7 June 2011 diff hist +815 N Custom Tabs and Fields Created page with "In SME 7.1 you have the ability to add custom tabs with custom fields to your records. You can call these fields any name you want and choose between many field types. In the sea..."
- 18:48, 7 June 2011 diff hist +25 SQLink Error - List Element Error current
- 18:46, 7 June 2011 diff hist +2,244 N SQLink Error - List Element Error Created page with "When running SQLink with QuickBooks the following message is returned in the SQLink Log: Error adding (Item Name*) 819: There was an error when modifying a (can be any type of na..."
- 18:41, 7 June 2011 diff hist +1,028 N SQLink Error - Error Connecting to QuickBooks Created page with "When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by ..." current
- 18:36, 7 June 2011 diff hist 0 SQLink Error - Customer Link ID not initialized Redirected page to Customer Link ID Not Initialized current
- 18:35, 7 June 2011 diff hist +45 N SQLink Error - Customer Link ID not initialized Redirected page to Customer Link ID not initialized
- 18:30, 7 June 2011 diff hist +2,436 N SQLink Error - Duplicate Customer Created page with "If you see the following error in SQLink, there is a duplicate customer in SME. '''Customer : XYZ is skipped due to duplication''' You can follow the following steps to resolve..."
- 18:27, 7 June 2011 diff hist +2,436 N SQLink Error-Duplicate Customer Created page with "If you see the following error in SQLink, there is a duplicate customer in SME. '''Customer : XYZ is skipped due to duplication''' You can follow the following steps to resolve..."
- 18:24, 7 June 2011 diff hist +13 Common SQLink Errors
- 17:54, 7 June 2011 diff hist +336 N Move QB Customers to Job Sites Created page with "See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and the..." current
- 17:51, 7 June 2011 diff hist +4 Customer Link ID Not Initialized current
- 17:51, 7 June 2011 diff hist 0 N File:Browse.jpg current
- 17:48, 7 June 2011 diff hist +1,323 N Customer Link ID Not Initialized Created page with "If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks. '''Invoice #XXX skipped - Customer l..."
- 17:47, 7 June 2011 diff hist 0 N File:InvoiceNumberField.jpg current
- 17:03, 7 June 2011 diff hist 0 N File:Magnify.jpg current
- 16:53, 7 June 2011 diff hist +3,664 N Common SQLink Errors Created page with "<h3>Duplicates - Customer : XYZ Company is skipped due to duplication</h3> - If you get this error, there is a dupilcate customer in SME. Click Error Duplicate Customer for ..."