User contributions
Jump to navigation
Jump to search
- 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