SME - Setup Module

SME - Setup Module

1. Company - setup

• 1.1 Company Information
• 1.2 System
• 1.3 Order
• 1.4 Default Export to QuickBooks Settings
  • 1.4.1 Export Options for Purchase Orders
  • 1.4.2 Export options for Subcontractors
  • 1.4.3 Export Options for Inventory Items
• 1.5 Customer Defaults
• 1.6 Lookup Lists
• 1.7 Common Services
• 1.8 Notifications
• 1.9 User Groups - setup
  • 1.9.1 User Security Clearances
  • 1.9.2 Administrative Clearances
  • 1.9.3 Tab Settings

1. Users - setup

• Details and Settings - User
• 2.2 Log
• 2.3 Technician Settings
• 2.4 Order History
• 2.5 Email Settings
• 2.6 Stored Documents - user

1. User Preferences