User contributions
Jump to navigation
Jump to search
- 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
- 01:01, 11 June 2011 diff hist +8,101 N Rates and Assignments -orders Created page with "File:RatesAndAssignments.jpg {| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1" | style="width: 90.9pt; border-width: 1pt medium; bor..." current
- 00:58, 11 June 2011 diff hist +974 Order Items
- 00:41, 11 June 2011 diff hist +1 Order Items
- 00:41, 11 June 2011 diff hist +3,621 N Order Items Created page with "On the Order Items tab, you can add labor, materials and services to your order. On this tab, you can hide service, material or labor items from showing on the printed order. You..."
- 00:01, 11 June 2011 diff hist 0 N File:ItemRepair.jpg current
- 00:00, 11 June 2011 diff hist 0 N File:OrdersTotalsTab.jpg
- 23:59, 10 June 2011 diff hist +928 N Item Repair Created page with "In SME, you can create an order to repair equipment at the customer site. If your customer doesn’t have any equipment yet on site, then you won’t use this tab yet. <br>1. ..." current
- 23:56, 10 June 2011 diff hist +346 N Totals Tab - Orders Created page with "On the Totals tab you can see a summary of all your labor, service and material charges. Also included in the total are taxes, trip and freight charges, and prepaid amount used. ..." current
- 23:54, 10 June 2011 diff hist 0 N File:ServicesPerformed1.jpg current
- 23:53, 10 June 2011 diff hist +1 Work Requested current
- 23:52, 10 June 2011 diff hist 0 N File:ServicesRequested.jpg current
- 23:50, 10 June 2011 diff hist 0 N File:CommonServices.jpg current
- 23:50, 10 June 2011 diff hist +882 N Work Requested Created page with "There are two sides to the Work Requested tab. On the Services Requested side, the left side, type the services your customer is requesting. This is information your technician w..."
- 23:43, 10 June 2011 diff hist 0 N File:OrderOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:TextOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:OrderItemsTab.jpg
- 23:41, 10 June 2011 diff hist 0 N File:LaborEditor.jpg current
- 21:43, 10 June 2011 diff hist -2 Details and Settings Tab - Orders current
- 21:41, 10 June 2011 diff hist +2,578 N Details and Settings Tab - Orders Created page with "The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields. [[..."
- 21:41, 10 June 2011 diff hist 0 N File:DetailsAndSettings.jpg current
- 21:36, 10 June 2011 diff hist +1,062 N Create a New Service or Install Order Created page with "You can create a new order from a customer record or directly in the Service or Install module. If you need to create an order for a new customer, first create the customer recor..." current
- 21:33, 10 June 2011 diff hist 0 N File:New Menu.jpg current
- 21:32, 10 June 2011 diff hist 0 N File:Locate+Instance.jpg current
- 21:31, 10 June 2011 diff hist 0 N File:Action New.jpg current
- 21:19, 10 June 2011 diff hist 0 File:ServiceAndInstall1.jpg uploaded a new version of "File:ServiceAndInstall1.jpg" current
- 21:18, 10 June 2011 diff hist +1,790 N Service and Install Module Overview Created page with "The service or install order records the location of the job, specifies the work to be completed and includes products, services or labor hours required for the job. The order wi..." current
- 19:45, 10 June 2011 diff hist +330 Views
- 19:26, 10 June 2011 diff hist +6 Roles current
- 19:24, 10 June 2011 diff hist +61 Roles
- 19:21, 10 June 2011 diff hist +5 Roles
- 19:20, 10 June 2011 diff hist +203 Roles →Summary of Roles
- 19:13, 10 June 2011 diff hist 0 N File:Locate Instance.bmp current
- 19:13, 10 June 2011 diff hist +2,858 N Simple Batch Backup for SME Created page with "<span style="font-family: "Verdana","sans-serif"; font-size: 14pt;">Simple Batch Backup for SME</span> Copying SME database files to a backup folder with W..." current
- 18:59, 10 June 2011 diff hist +35 Welcome to High5 Wiki
- 18:33, 10 June 2011 diff hist -2 Calculate Finance Charge
- 18:31, 10 June 2011 diff hist 0 N File:Customer FinanceCharge.jpg
- 18:30, 10 June 2011 diff hist 0 N File:Utilities generateFinanceCharge.jpg current
- 18:29, 10 June 2011 diff hist 0 N File:SetDefaultFinanceCharge.jpg
- 18:28, 10 June 2011 diff hist 0 N File:LateFeesField.jpg current
- 18:27, 10 June 2011 diff hist +3,744 N Calculate Finance Charge Created page with "In order to apply a finance charge on an invoice, you need to enter a finance charge % on the customer record. When you enter a new customer in SME, you can enter the finance cha..."
- 18:10, 10 June 2011 diff hist 0 N File:EnterDepositForCustomer.jpg current
- 18:08, 10 June 2011 diff hist 0 N File:ApplyPrepayment.jpg current
- 18:08, 10 June 2011 diff hist +1,012 N Apply Deposit to Invoice Created page with "If a customer has a deposit on account, you can apply the deposit to an invoice. File:DepositOnAccount.jpg '''Enter a deposit for a customer''' # Go to the cust..."
- 14:14, 10 June 2011 diff hist +1,301 N Credits Entered in QuickBooks Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..." current
- 14:14, 10 June 2011 diff hist 0 N File:AvailableCreditWindow.png current
- 14:13, 10 June 2011 diff hist 0 N File:CreateCredit.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnINvoice Image1.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnInvoice Image2.png current
- 14:11, 10 June 2011 diff hist 0 N File:CreditREtained Image3.png current
- 13:58, 10 June 2011 diff hist +33 Post Credit to Invoice
- 13:57, 10 June 2011 diff hist 0 N File:AppliedCredit.jpg current
- 13:56, 10 June 2011 diff hist 0 N File:CreditAmount.jpg current
- 13:45, 10 June 2011 diff hist +1,004 N Post Credit to Invoice Created page with "If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click Credits Entered in QuickBooks to see how the QB Credit syncs to SME. If you a..."
- 13:35, 10 June 2011 diff hist +12 Statement current
- 13:35, 10 June 2011 diff hist +449 N Statement Created page with "To email your customer a statement, click Actions > Statement. Your customer will receive an email from you with an invoice attached summarizing the balance due. [[File:Stat..."
- 13:35, 10 June 2011 diff hist 0 N File:Statement.jpg current
- 13:31, 10 June 2011 diff hist +599 N Void Invoice Created page with "Click '''Action''' > '''Void Invoic'''e to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to close..." current
- 13:31, 10 June 2011 diff hist 0 N File:VoidedInvoice Uncheck.jpg current
- 13:29, 10 June 2011 diff hist -15 Batch Print Invoices current
- 13:28, 10 June 2011 diff hist +1,237 N Batch Print Invoices Created page with "SME’s batch print utility will find all invoices added to batch print and print those invoices all at once. '''Setup Batch Print Invoice Template ''' Before you can batch pri..."
- 13:28, 10 June 2011 diff hist 0 N File:AddToBatchPrint.jpg current
- 13:28, 10 June 2011 diff hist 0 N File:BatchPrintInvoice.jpg current
- 13:27, 10 June 2011 diff hist 0 N File:SetupBatchPrint.jpg current
- 13:21, 10 June 2011 diff hist -2 Past Due Notice current
- 13:20, 10 June 2011 diff hist +44 Past Due Notice
- 13:18, 10 June 2011 diff hist +907 N Past Due Notice Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."
- 13:18, 10 June 2011 diff hist 0 N File:PastDueTemplate.jpg current
- 13:13, 10 June 2011 diff hist +377 N Update Customer and Billing Address Created page with "If you change the address on the site tab or billing tab for a customer record, the address on the invoice won’t automatically be updated. To update the customer address (site ..." current
- 13:13, 10 June 2011 diff hist 0 N File:Actions RefreshFromCustomer.jpg current
- 13:11, 10 June 2011 diff hist +1,792 N Change the Invoice Billing Address or Company Created page with "<h3>Change the billing company on an invoice</h3> # Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..." current