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- 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