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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