High5Wiki - User contributions [en]

Price Books

2014-12-12T23:54:54Z

Amy: /* Create a price book for a percentage markup over cost */

Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.

<br>'''**NOTE**''' Price Books take precedence and drives the price on the order.
<br>

== Create a price book for a percentage markup over cost ==
<videoflash>50kCn6gewn8</videoflash>
<br>
<br>
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click New.
<br>4. Type the name in the Price Book field.
<br>5. Select '''Fixed %'''.
<br>6. In Percentage, type the percentage.
<br>7. Select '''Higher'''.
<br>8. In Based on, select '''Cost'''.
<br>9. Click '''Save'''.
<br>[[File:PriceBook_Markup.png]]

== Price Book for specific prices on inventory or service items ==
<videoflash>VbLweiuPRL8</videoflash>
<br>
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click '''New'''.
<br>4. Type the name in the Price Book field.
<br>5. Click '''Save'''.
<br>6. Click '''Add From Inventory''' to add inventory items to the price book.
<br>7. Select the inventory items you want to add to the price book.
<br>8. Enter the special price book price in the '''Price''' column (circled in image below).
<br>9. Click '''Add From Services''' to add service items to the price book.
<br>10. Select the service and back in the Price Book Editor, edit the price in the''' Price''' column.
<br>11. Continue adding from inventory items and services items until you are finished.
<br>12. Click OK at the bottom of the Price Book Editor.
<br>[[File:PriceBook_StockPrice.png]]

== Assign Price Book to Customers ==
1. Go to '''Customers''' module > '''Customers'''.
<br>2. Open a customer record.
<br>3. Select the '''Rates''' tab.
<br>4. Locate the Price Book field and select the price book you want to assign to the customer.
<br>5. Click '''Save'''.
<br>[[File:AssignPriceBookToCustomer.png]]
<br>6. Click '''Actions''' > '''New Service Order'''.
<br>7. In the order, select the''' Order Items''' tab.
<br>8. Click '''New Material''' or New Service to select item that is on the price book.
<br>9. In the Add Items to Order window, notice two things (circled in image below):
<br>a. Locate the Price Book field (1). You should see that field auto-populated with the price book assigned to the customer.
<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.
<br>[[File:PriceBookOnItem.png]]

== Price Books Commissions ==

<h3>Item by Item Commissions</h3>
You can items to a price book and have a specific commission rate for each item or a specific flat commission for each item. When the pricebook is applied to an order or invoice, the commissions will be based on the PriceBooks.

<br>In the example below, there is a PriceBook created called Commission Rates. In the Sales Commission % column you will see the commission % for the salesperson on each item. Notice you can have different rates for different items. Also notice in the Partner Discount column there is a flat rate for two of the items.
<br>[[File:PBCommissions_ItemByItem.png]]

<br>If that PriceBook is assigned to an order and some of those items included in the PriceBooks are placed on the order, you will see the commissions populate on the Totals tab. (image below)
<br>[[File:TotalsTab_PBCommissionTotals.png]]

<br>You will also see the commission on each individual item on the Commission tab. Open the Inventory, Service, or Labor tab. Click the Commission tab.
<br>[[File:CommissionTabOnItems.png]]

<h3>Total Order Commissions by PriceBooks</h3>
If your salespeople, technician's or partners receive a commission rate that varies depending on customer or specific orders, you can create multiple PriceBooks with the overall commission rate. Assign the correct rate to a customer record. Going forward, any order created for that customer will use the commission rates defined in the PriceBooks.

<br>In the example below, there is a PriceBook called Commission Rates Fixed. Notice the commission rates are filled out for Salesperson and Partner.
<br>[[File:PBCommissions_TotalOrder.png]]

<br>For every order that this PriceBook is applied to, these commission rates and fixed amounts will be used for every item placed on the order. The commissions will show on the Totals tab.

<br>[[File:FixedPBCommission.png]]

Short Videos

2014-12-12T23:54:16Z

Amy:

How to copy a standard report<br>
<videoflash>uUNP5VqN2X8</videoflash>
<br>

<br>How to remove a report from the Print/Email menu<br>
<videoflash>UlhcWT_hl78</videoflash>
<br>

<br>Basic report formatting in Report Designer (example is on an invoice report)<br>
<videoflash>A4WDCZNDY48</videoflash>
<br>

<br>Troubleshooting why orders aren't showing on dispatch calendar<br>
<videoflash>smLzkuMvJcA</videoflash>
<br>

<br>Customizing Search View Basics<br>
<videoflash>O5gbnenlsaw</videoflash>
<br>

<br>Intro to Combined Invoice<br>
<videoflash>kLvSfikaTd4</videoflash>
<br>

<br>Intro to Partial Invoice<br>
<videoflash>PoiJmQfSVHI</videoflash>
<br>

<br>What is a JIT Count?<br>
<videoflash>FAZIi7C9CZA</videoflash>
<br>

<br>How stock is depleted<br>
<videoflash>8VQyV5tQTvQ</videoflash>
<br>

<br>Intro to Vendor Items<br>
<videoflash>eizmr30xiHg</videoflash>
<br>

<br>How to reduce inventory quantity using the reconciliation tool
<br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well.
<br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks.
<br><videoflash>vCH19lxZFAo</videoflash>
<br>

<br>Intro to returning equipment from a customer back to inventory<br>
<videoflash>plPq-1MCGnc</videoflash>
<br>

<br>Intro to returning stock from inventory to vendor<br>
- You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
<br><videoflash>qAwPUVhuEWo</videoflash>
<br>

<br>Creating a PO from a Service Order<br>
<videoflash>aY2kL9vQRCU</videoflash>
<br>

<br>Purchase Orders - Linking items from multiple service orders to one PO<br>
<videoflash>mUiamTbT3EM</videoflash>
<br>

<br>Intro to setting up and using warehouses<br>
<videoflash>HAc4LfTbCtE</videoflash>
<br>

<br>Mobile Tech Preference Group Options<br>
<videoflash>_6-DmMgRyps</videoflash>
<br>

<br>Using Price Books to charge special prices for specific service items<br>
<videoflash>VbLweiuPRL8</videoflash>
<br>

<br>Using Price Books to markup all inventory by percentage, but not service items<br>
<videoflash>50kCn6gewn8</videoflash>
<br>

Price Books

2014-12-12T23:10:55Z

Amy:

Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.

<br>'''**NOTE**''' Price Books take precedence and drives the price on the order.
<br>

== Create a price book for a percentage markup over cost ==
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click New.
<br>4. Type the name in the Price Book field.
<br>5. Select '''Fixed %'''.
<br>6. In Percentage, type the percentage.
<br>7. Select '''Higher'''.
<br>8. In Based on, select '''Cost'''.
<br>9. Click '''Save'''.
<br>[[File:PriceBook_Markup.png]]

== Price Book for specific prices on inventory or service items ==
<videoflash>VbLweiuPRL8</videoflash>
<br>
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click '''New'''.
<br>4. Type the name in the Price Book field.
<br>5. Click '''Save'''.
<br>6. Click '''Add From Inventory''' to add inventory items to the price book.
<br>7. Select the inventory items you want to add to the price book.
<br>8. Enter the special price book price in the '''Price''' column (circled in image below).
<br>9. Click '''Add From Services''' to add service items to the price book.
<br>10. Select the service and back in the Price Book Editor, edit the price in the''' Price''' column.
<br>11. Continue adding from inventory items and services items until you are finished.
<br>12. Click OK at the bottom of the Price Book Editor.
<br>[[File:PriceBook_StockPrice.png]]

== Assign Price Book to Customers ==
1. Go to '''Customers''' module > '''Customers'''.
<br>2. Open a customer record.
<br>3. Select the '''Rates''' tab.
<br>4. Locate the Price Book field and select the price book you want to assign to the customer.
<br>5. Click '''Save'''.
<br>[[File:AssignPriceBookToCustomer.png]]
<br>6. Click '''Actions''' > '''New Service Order'''.
<br>7. In the order, select the''' Order Items''' tab.
<br>8. Click '''New Material''' or New Service to select item that is on the price book.
<br>9. In the Add Items to Order window, notice two things (circled in image below):
<br>a. Locate the Price Book field (1). You should see that field auto-populated with the price book assigned to the customer.
<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.
<br>[[File:PriceBookOnItem.png]]

== Price Books Commissions ==

<h3>Item by Item Commissions</h3>
You can items to a price book and have a specific commission rate for each item or a specific flat commission for each item. When the pricebook is applied to an order or invoice, the commissions will be based on the PriceBooks.

<br>In the example below, there is a PriceBook created called Commission Rates. In the Sales Commission % column you will see the commission % for the salesperson on each item. Notice you can have different rates for different items. Also notice in the Partner Discount column there is a flat rate for two of the items.
<br>[[File:PBCommissions_ItemByItem.png]]

<br>If that PriceBook is assigned to an order and some of those items included in the PriceBooks are placed on the order, you will see the commissions populate on the Totals tab. (image below)
<br>[[File:TotalsTab_PBCommissionTotals.png]]

<br>You will also see the commission on each individual item on the Commission tab. Open the Inventory, Service, or Labor tab. Click the Commission tab.
<br>[[File:CommissionTabOnItems.png]]

<h3>Total Order Commissions by PriceBooks</h3>
If your salespeople, technician's or partners receive a commission rate that varies depending on customer or specific orders, you can create multiple PriceBooks with the overall commission rate. Assign the correct rate to a customer record. Going forward, any order created for that customer will use the commission rates defined in the PriceBooks.

<br>In the example below, there is a PriceBook called Commission Rates Fixed. Notice the commission rates are filled out for Salesperson and Partner.
<br>[[File:PBCommissions_TotalOrder.png]]

<br>For every order that this PriceBook is applied to, these commission rates and fixed amounts will be used for every item placed on the order. The commissions will show on the Totals tab.

<br>[[File:FixedPBCommission.png]]

Price Books

2014-12-12T23:10:24Z

Amy:

Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.

<br>'''**NOTE**''' Price Books take precedence and drives the price on the order.
<br>

<videoflash>VbLweiuPRL8</videoflash>
<br>

== Create a price book for a percentage markup over cost ==
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click New.
<br>4. Type the name in the Price Book field.
<br>5. Select '''Fixed %'''.
<br>6. In Percentage, type the percentage.
<br>7. Select '''Higher'''.
<br>8. In Based on, select '''Cost'''.
<br>9. Click '''Save'''.
<br>[[File:PriceBook_Markup.png]]

== Price Book for specific prices on inventory or service items ==
1. In the '''Utilities''' module, click '''Utilities'''.
<br>2. Select Price Book Editor and click '''Run It'''.
<br>3. The Price Book Editor will display. Click '''New'''.
<br>4. Type the name in the Price Book field.
<br>5. Click '''Save'''.
<br>6. Click '''Add From Inventory''' to add inventory items to the price book.
<br>7. Select the inventory items you want to add to the price book.
<br>8. Enter the special price book price in the '''Price''' column (circled in image below).
<br>9. Click '''Add From Services''' to add service items to the price book.
<br>10. Select the service and back in the Price Book Editor, edit the price in the''' Price''' column.
<br>11. Continue adding from inventory items and services items until you are finished.
<br>12. Click OK at the bottom of the Price Book Editor.
<br>[[File:PriceBook_StockPrice.png]]

== Assign Price Book to Customers ==
1. Go to '''Customers''' module > '''Customers'''.
<br>2. Open a customer record.
<br>3. Select the '''Rates''' tab.
<br>4. Locate the Price Book field and select the price book you want to assign to the customer.
<br>5. Click '''Save'''.
<br>[[File:AssignPriceBookToCustomer.png]]
<br>6. Click '''Actions''' > '''New Service Order'''.
<br>7. In the order, select the''' Order Items''' tab.
<br>8. Click '''New Material''' or New Service to select item that is on the price book.
<br>9. In the Add Items to Order window, notice two things (circled in image below):
<br>a. Locate the Price Book field (1). You should see that field auto-populated with the price book assigned to the customer.
<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.
<br>[[File:PriceBookOnItem.png]]

== Price Books Commissions ==

<h3>Item by Item Commissions</h3>
You can items to a price book and have a specific commission rate for each item or a specific flat commission for each item. When the pricebook is applied to an order or invoice, the commissions will be based on the PriceBooks.

<br>In the example below, there is a PriceBook created called Commission Rates. In the Sales Commission % column you will see the commission % for the salesperson on each item. Notice you can have different rates for different items. Also notice in the Partner Discount column there is a flat rate for two of the items.
<br>[[File:PBCommissions_ItemByItem.png]]

<br>If that PriceBook is assigned to an order and some of those items included in the PriceBooks are placed on the order, you will see the commissions populate on the Totals tab. (image below)
<br>[[File:TotalsTab_PBCommissionTotals.png]]

<br>You will also see the commission on each individual item on the Commission tab. Open the Inventory, Service, or Labor tab. Click the Commission tab.
<br>[[File:CommissionTabOnItems.png]]

<h3>Total Order Commissions by PriceBooks</h3>
If your salespeople, technician's or partners receive a commission rate that varies depending on customer or specific orders, you can create multiple PriceBooks with the overall commission rate. Assign the correct rate to a customer record. Going forward, any order created for that customer will use the commission rates defined in the PriceBooks.

<br>In the example below, there is a PriceBook called Commission Rates Fixed. Notice the commission rates are filled out for Salesperson and Partner.
<br>[[File:PBCommissions_TotalOrder.png]]

<br>For every order that this PriceBook is applied to, these commission rates and fixed amounts will be used for every item placed on the order. The commissions will show on the Totals tab.

<br>[[File:FixedPBCommission.png]]

Short Videos

2014-12-12T23:08:55Z

Amy:

Wiki Books

2014-12-08T22:21:27Z

Amy:

*[[SME Maintenance]]
*[[SME 7.1 New Features & Functionality]]
*[[High 5 Wiki]]
*[[SQLink - SME to QuickBooks synchronization]]
*[[SME - Inventory Module]]
*[[SME - Customers Module]]
*[[SME - Setup Module]]
*[[SME - Search and Navigate]]
*[[SME - Help Desk Module]]
*[[SME - Receivables Module]]
*[[SME - Reports Module]]
*[[SME - Service & Install Module]]
*[[SME - Dispatch Window]]
*[[SME - Custom Tabs and Fields]]
*[[Updating from SME 7.0 to 7.1 - New Features]]
*[[SME Tech Portal Guide]]

[[Accounting FAQ]]
[[SME Tips and Tricks]]<br>

[[Leads]]<br>
[[Proposals]]<br>
[[SMP_ Items]]<br>
[[Report preview generating too many pages]]<br>

[[Discounts]]<br>
[[Adding Item Repair Equipment to Order Item Report]]<br>
[[Application is not signed]]<br>

[[SLA Category]]<br>
[[Decimal Spaces]]<br>
[[Stop and Restart SQL Service]]<br>
<br>[[Drop down fields not working]]

<br>[[TechPortal Improvements]]
<br>[[Add Unit Price to Order Item Report]]
<br>[[Licensing Issues]]
<br>[[CustomerPortal - Can't add order]]
<br>[[QuickBooks Syncing Role FAQ]]
<br>[[Maintenance Update - 7.2.8.99]]

<br>[[Prepaid Labor and Services]]
<br>[[Prepaid Services]]
<br>[[Maintaining Inventory in SME - Use General Ledger Entries for Default Material]]
<br>[[SQLink Settings]]

<br>[[Steps to create a new user profile]]
<br>[[Barcode Reconciliation]]
<br>[[Auditing for SME Setup]]
<br>[[Late Fees / Finance Charges]]

<br>[[Set up of initial company data connection]]
<br>[[Lock Taxes]]

<br>[[SQLink Help Files]]
<br>[[Getting Started]]
<br>[[Prepaid Hours]]

<br>[[Inventory Setup]]
<br>[[SME 8.0 - New Features and Functionality]]

<br>[[SME Mobile Master - Assign User Names]]
<br>[[SME Mobile]]
<br>[[SME Mobile - Setting Preferences]]
<br>[[Setting Up SME Client Users]]

<br>[[Recreating Inventory Detail Utility]]
<br>[[SME and SQL Express]]

<br>[[Payment Syncing]]
<br>[[Next / Prior Buttons]]

* [[TechPortal for SME]]<br>
* [[TechPortal Settings]]<br>
* [[TechService on Android for SME]]<br>
* [[Short Videos]]<br>

SME Module Guides

2014-12-04T16:56:54Z

Amy:

{|style= cellpadding="8"
|-
|[[File:CustomersIcon.png]] '''Customers Module'''
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
* [[Customers]]
* [[Maintenance Contracts]]
* [[Customer Equipment]]
<br>[[File:InventoryIcon.png]] '''Inventory Module'''
<br>[[Inventory Management]] provides a complete<br>collection of comprehensive inventory control tools<br>allowing you to quickly and easily<br> manage your entire inventory
* [[Inventory Setup]]
* [[Inventory]]
* [[Material Allocation]]
* [[Packages]]
* [[Services]]
* [[Vendors]]
* [[Purchase Orders]]
* [[PO Cost Adjustments]]
* [[Warehouses]]
* [[Returns]]
* [[Transfers]]
* [[Inventory Quantity Reconciliation]]<br>
<br>'''Setup Module'''<br>
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
* [[Company]]
* [[Default Export to QuickBooks Settings]]
* [[User Groups]]
* [[Users]]
* [[User Preferences]]<br>
* [[SME Lookup Lists]]<br>
* [[Email Settings]]<br>
<br>'''Dispatching Technicians'''<br>
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.
* [[Dispatch Guide]]
<br><br>

|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
Create [[service or install orders]] for your customers.<br>Also setup recurring service orders.
* [[Service & Install Orders]]
* [[Labor Editor Defaults]]
* [[Add Items to Orders]]
* [[Changing Material Quantities on Orders]]
* [[Discounts]]
* [[Dispatch Guide]]
* [[Recurring Orders]]
* [[Projects]]<br>
* [[Prepaid Hours]]<br>
* [[Tech Compliance]]<br>
* [[Lock Taxes]]<br>
<br>[[File:InvoicesIcon.png]] '''Receivables Module'''
<br>Convert service orders to [[invoices]] or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts.
* [[Invoicing]]
* [[Editing a Combined Invoice]]
* [[Payments]]
* [[Recurring Invoices]]
* [[Syncing SME Invoices with QuickBooks]]
* [[Batch Print/Email Invoices]]<br>
* [[Late Fees / Finance Charges]]<br>
* [[Post Credit to Invoice]]<br>
<br>[[File:ReportsIcon.png]] '''Reports Module'''
<br>Learn how to copy a standard report and customize<br>to fit your business
* [[Reporting]]
* [[Duplicating Standard Reports for Custom Use]]
* [[Adding Barcodes to Reports]]
* [[Adding Item Repair Equipment to Order Item Report]]
* [[Add TechPortal Signature to Order Report]]
* [[Wrap Description column in Order Item Reports]]
* [[Add Custom Fields to Report]]
* [[Creating Drop Downs for Reports]]

|'''SME and QuickBooks Sync'''
Synchronization between SME with [[QuickBooks]]<br>for a full business solution
* [[SQLink]]
* [[SQLink Settings]]
* [[SQLink FAQ]]
* [[Common SQLink Errors]]
* [[SMP_ Items]]
* [[GL Entries for SME Inventory]]
* [[Default Export to QuickBooks Settings]]
* [[PO Cost Adjustments]]
* [[Payment Syncing]]
<br>'''Searching and Navigating'''
* [[Search Window]]<br>
* [[Lookup Menu]]<br>
* [[Navigate Button]]<br>
* [[Next / Prior Buttons]]<br>
* [[Arrange Grids]]<br>
* [[Delete/ Manage Search Views]]<br>
<br>'''Common / Other'''
<br>There are tools in SME you will use throughout<br>all the modules.
* [[Activities]]<br>
* [[Stored Documents]]<br>
* [[Custom Tabs and Fields]]<br>
* [[Price Books]]<br>
* [[Notes]]<br>
* [[SLA Category]]<br>
<br>'''Help Desk Module'''
<br>Track issues and build your knowledge base in the <br>Help Desk module.
* [[Help Desk]]<br>
<br>'''Sales Module'''
<br>Track leads and proposals in the <br>[[Sales module]].
* [[Leads]]<br>
* [[Proposals]]<br>

|}

[[File:QuickStart.pdf]]

High 5 Wiki <br>
#[[Welcome to High5 Wiki]]<br>

Click the [[Wiki Books]] link for a more organized grouping of information.
<br>

Labor Editor Defaults

2014-11-20T17:31:13Z

Amy: /* Billing Status field */

<videoflash>BmvGv9jdfP0</videoflash>

<br> When adding Labor to an order or an invoice, you can setup default values for the Unit Cost and Unit Price fields.
<br>[[File:LaborEditor_Cost_Price_Defaults.png]]

== Labor Unit Price Defaults ==
The Service item selected in the Labor Item will drive the Unit Price in the Labor Editor. You can set a default Service Item for your technicians.

<br>[[File:Labor_ServiceItemDrivesPrice.png]]
<br>1. Go to '''Setup''' > '''Users'''
<br>2. Search for your technician
<br>3. Click '''Technician Settings''' tab
<br>4. Select their default service item in the '''Service Item''' field. When you select that tech in a labor item, the service item will default to what is set as their default. You can always change the service item, this is simply their default.
<br>[[File:Technician_DefaultServiceItem.png]]

<br>To edit the service item rate, go to '''Inventory''' module > '''Services'''. Search for the service item. Edit the '''Retail''' field (image below)
<br>[[File:ServiceItemRetailField.png]]

<br> If you enter a Wage Rate value in the Technician Settings tab, that amount will populate the labor editor when the tech is selected. Please note, if you select a service item, the “wage rate” amount will be overwritten.

<br>If no service item is selected on the labor item, the labor line on the invoice that goes to QuickBooks will pass through SMP_Labor or the item you choose in the Default Labor Line Item in SQLink > Invoice/Proposal Options tab (image below).

<br>[[File:SQLink_DefaultLaborLineItemSetting.png]]
<br>[[File:LaborPassingThroughSMP_Labor_QB.png]]

<br> If you do not tax labor, make sure you go into QB and change the SMP_Labor to the tax code of Non. In SME > Inventory module > Services, search for SMP_Labor and make sure non-taxable is checked.

<br>[[File:QB_SMP_Labor_SetToNonTax.png]]
<br>[[File:SME_SMP_Item_setToNonTaxable.png]]

== Labor Unit Cost Defaults ==
<h3>Payroll Item drives Labor Cost</h3>
The '''Payroll Item''' selected in the Labor Editor drives the '''Unit Cost''' as shown in the image below.
<br>[[File:LaborEditor_DrivesUnitCost.png]]

<br>To setup a payroll item for your technician, go to '''Utilities''' > '''Payroll/Wage items'''. Click '''Run It''' to open the '''Wage Item Editor''' window.
<br>Your payroll Items from QuickBooks will be imported into SME
<br>Search for the Payroll Item you want to edit. Add the technicians by clicking '''Add From Techs'''. Enter the '''Wage Amount'''
<br>[[File:WageItemEditor_SetupPayrollItem.png]]

<h3>Option for Service Item to drive Labor Cost</h3>
If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
<br>[[File:OverridePayrollCost.png]]
<br>1. Go to '''Setup''' > '''Company''' > '''Orders'''
<br>2. Click '''Edit''' and check '''Override payroll cost from service item on labor records'''.
<br>3. Click '''Save'''.
<br>Now when entering labor, the service item will drive the price and also the cost of the labor.

<h3>Tech Wage Cost field drives Labor Cost</h3>
If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
<br>Go to '''Setup''' > '''Users''' and search for your tech. Click the '''Technician Settings''' tab. Enter the '''Wage Cost'''. Remember, if there is a Payroll Item selected on the Labor Editor, the Wage Cost will be overwritten by the Payroll Item.

<br>[[File:Technician_WageCostSetting.png]]

== Billing Status field ==
On the labor item, there is a Billing Status field that drives the billing quantity field. The billing status could be one of the following:
<br>- Billing Hours equal to Scheduled Hours
<br>- Billing Hours are fixed (user entered)
<br>- Billing Hours equal actual time tracking hours (hours timed using the time tracker on SME Mobile Tech)

<br>[[File:BillingStatus_EqualScheduled.png]]
<br>
<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
<br>[[File:BillingStatus_LaborEditor.png]]
<br>
<h3>Setup New Billing Status</h3>
<br>Setup your Billing Status drop down values by going to '''Setup''' > '''Company''' > '''Lists'''
<br>Find Billing Status and click '''New''' at the bottom (image below)
<br>[[File:BillingStatus_New.png]]
<br>
<br>In the Code Editor that opens, enter a name and choose one of the three options (image below)
<br>[[File:BillingStatusOptions.png]]

<h3>Assign Billing Status</h3>
<br>Billing status can be set as default in following areas:
<br>- Set a default on any new customer created: '''Setup'''> '''Company''' > '''Customer Defaults'''>''' Rates and Charges Defaults'''. This will allow setting of a default billing status for any newly generated customers.
<br>- Set a default on a customer: '''Customer''' > '''Rates'''. Once set all orders created for this customer will have this default billing status
<br>- Set on an individual order: Service or Install Orders> '''Details and Settings'''. Once billing status is set, all new labor created will use this billing status but it can be changed.
<br>- Set on individual labor items: Service or Install Orders> Order Items> Labor.
<br>

File:BillingStatusOptions.png

2014-11-20T17:28:59Z

Amy:

2014-08-28T22:46:49Z

Amy:

2014-08-15T22:03:50Z

Amy:

Warehouses

2014-08-11T22:27:10Z

Amy: /* Retiring a warehouse and moving all stock to a new warehouse */

If you are tracking inventory items in SME, it is likely that you have more than one warehouse you want to track stock in such as your technicians vehicles. SME allows you to create multiple warehouses.
<br>- Default Warehouse (main warehouse) you keep and receive stock into.
<br>- Technician warehouses to track stock on your techs trucks/ vans
<br>- Customer Warehouses to hold stock that can only be allocated on orders for a specific customer.

== Default Warehouse ==
In SME, there is a warehouse called Default. When creating new inventory items this will be used as the Default Location. You should enter your default warehouse address so it shows correctly on POs created from service and install orders.

<h3>Enter the Default Warehouse Address</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Select '''Default''' on the right and click '''Edit'''.
<br>4. Enter the address in the window that opens. (image below)
<br>[[File:DefaultLocationAddress.png]]

<br>If you want to change the name to something other than "Default" you can.

==Technician Warehouses ==
If you want to track stock in your technicians trucks you will need to create the technician warehouses.
<br>1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>[[File:AddTechWarehouse.png]]

<h3>Assign techs their default warehouse for use on TechPortal and TechService on Android for SME</h3>
If you are using TechPortal or TechService on Android for SME, you will need to assign the technician warehouse in the tech User. That way, when your tech adds stock from TechPortal or TechService on Android, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse.

<br>To set a default warehouse for your technician:
<br>1. Go to '''Setup''' module > '''Users'''
<br>2. Click '''Search''' > '''Search Active Users''' and select the technician.
<br>3. Click the '''Technician Settings''' tab. Locate the '''Warehouse''' field and select the warehouse you use for your technician's truck. (image below)
<br>[[File:TechPortal_TechWarehouse.png]]

<h3>Adding stock to Technician Warehouse</h3>
If you want to manually add stock to your technician's warehouse rather than transfer from your default warehouse or place a purchase order, follow these steps:
<br>1. Go to an inventory item.
<br>2. Click the''' Stock Tab'''
<br>3. Click '''New Stock Location'''
<br>4. Choose the Warehouse and enter the quantity you want to add in the '''Add Qty''' field
<br>5. Click '''OK''' and stock will be added.

<h3>Transferring stock from Default to Technician Warehouse</h3>
<h4>Move one Item at a time</h4>
1. Go to Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

<h4>Move multiple items at once</h4>
1. To move multiple items at once, you will need to create a transfer record, select the items and quantities, and transfer them.
<br>2. Go to '''Inventory''' > '''Transfer'''.
<br>3. Click '''New'''
<br>4. Locate the '''Source''' and '''Destination''' fields. In the Source field, select the warehouse you are transferring stock from. In the Destination field, choose the warehouse you are transferring stock to. (image below)
<br>[[File:NewTransferRecord.png]]
<br>5. Click the '''Transfer Details''' tab.
<br>6. Click '''New''' on the Transfer Details tab
<br>[[File:AddItemsToTranfer.png]]
<br>7. In the window that opens you will see the material available to move in the Source warehouse. Select the item you need to transfer.
<br>8. In the next window you will see shows the stock lots for the inventory item. Double click on the stock lot you want to transfer from. Note the quantity available in each stock lot.
<br>[[File:ChooseStockLotToAddToTransfer.png]]
<br>If you don’t see an “Available” column, click Views > Add Remove Fields> From Material Details and choose “Available” and click OK. The column will be added to the search view.
<br>9. Once selected, you will see the item on the '''Transfer Details''' tab.
<br>10. Enter the quantity you want to transfer in the '''Move Available''' column. You can’t enter more than the quantity in the '''Current Available''' column.
<br>[[File:EnterMoveAvailabel.png]]
<br>11. Continue adding the inventory items you want to include on the transfer.
<br>12. When all items are added, click '''Transfer All Items'''.
<br>[[File:TransferAllItemsButton.png]]

<br>13. The stock will be moved and the return will close.

<h3>View Report showing Quantity in Technician Warehouses</h3>
To see a summary of stock available in your technician's warehouses you can view the '''Standard Inventory by Location''' report.
<br>1. Go to '''Reports''' module > '''Print Report'''
<br>2. Select '''Inventory''' > '''Standar Inventory by Location Qty'''
<br>[[File:RunStandardInventoryByLocationReprot.png]]
<br>3. Enter '''Inventory Location''' to filter by a specific Technician's warehouse and click '''Print'''.
<br>[[File:StandardInventoryByLocation.png]]

== Customer Warehouses ==
Customer warehouses are used if you want to keep stock in a warehouse that can only be allocated to orders for a specific customer. You will need to designate a warehouse as a customer warehouse and assign the warehouse to your customer.

<h3>Create Customer Warehouse</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''.
<br>2. Locate '''Warehouses''' in the Lists.
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>4. Check '''Customers''' and enter the warehouse address.
<br>[[File:SettingUpCustomerWarehouse.png]]
<br>5. Click '''OK'''.

<h3>Assign the warehouse to customer</h3>
1. Go to the customer record
<br>2. Select the customers warehouse in the '''Location''' field.
<br>[[File:AssignCustomerWarehouse.png]]

<h3>Transferring stock from Default to Customer Warehouses</h3>
1. Go to an Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse which is your Customer's warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

== Default Warehouse Location on Inventory Items ==
In each inventory item you select a default location. This is used in several ways.
<br>[[File:DefaultLocationField.png]]
<br>-- When adding the item to an order, SME will will try to allocate stock from the default location. If no stock available in the default location the Link Status will go to Has JIT and you’ll have to see if any stock available in other warehouses.
<br>-- When receiving stock on a PO, the warehouse you receive the stock into is the Default location. It can be changed before you receive the item as needed.
<br>-- When placing a purchase order for the item from a service order, SME will use the default location as the default shipping location. (images below)
<br>[[File:DefaultShippingLocation.png]]
<br>[[File:POShippingTab.png]]

== Receiving stock into correct warehouse on PO ==
When receiving stock on a PO, you can choose which warehouse you are receiving the stock into.
<br>1. Go to the PO
<br>2. Click '''PO Items''' tab
<br>3. Select the item you want to receive and click '''Receive Item'''.
<br>4. In the Receive PO Item window locate the '''Warehouse''' field. You can change the location as needed.
<br>[[File:ReceiveItemIntoCorrectWarehouse.png]]

== Warehouse Zones ==
SME will support an organization spread over geographic zones and covering multiple divisions. If you have a large organization covering the west coast area with different divisions for Washington state, Oregon, San Francisco, and Los Angeles it wouldn't make sense to try to utilize parts in a Washington warehouse for a job in LA. SME zones can help manage these different divisions.

<br>In order to setup SME to handle these geographically dispursed divisions, you want to setup Zones for each division. Once you setup zones, you should assign warehouses for each zone including a default warehouse for the zone. You can also assign customers to zones, technician to zones, subcontractors to zones, workgroup to zones.

<br> If a customer has a zone, then any order created for the customer will have the zone. If an order has a zone, then material added to the order will try to allocate stock from the default warehouse for that zone rather than the inventory item’s default location.

<h3>Setup Zones</h3>
1. Go to '''Setup''' module > '''Company''' >''' Lists'''
<br>2. Select '''Zones'''
<br>3. Click '''New''' in lower right corner to add the various Zones you need.

<h3>To setup warehouses for your zones</h3>
On service or install orders with a zone, when you add material to the order SME will try to allocate stock from the default warehouse for the Zone rather than the default location on the inventory item.
<br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' > '''Warehouses'''
<br>2. Select a warehouse and click '''Edit''' or click '''New''' to enter a new one
<br>3. Select a '''Zone''' and check '''Default warehouse for Zone''' as needed
<br>4. Enter the Shipping address for the warehouse
<br>5. Click '''OK'''.
<br>[[File:SetupDefaultWarehouseForZone.png]]

== Retiring a warehouse and moving all stock to a new warehouse ==

- Go to '''Setup''' > '''Company''' > '''Lists'''
<br>- Select '''Warehouses'''
<br>- Click '''New''' in lower left
<br>- Enter a name for your new warehouse and click '''OK'''. This will be the warehouse you are moving stock into from the "retired" warehouse.
<br>- Select the warehouse you are "retiring" and click '''Edit'''
<br>- Uncheck '''is active'''.
<br>[[File:InactiveWarehouse.png]]

<br>- You will be prompted to pick a new location for all the stock in the inactive warehouse. Choose the new warehouse you just created. All items from the "inactive" warehouse will move to the new one selected.
<br>[[File:PickWarehouseForOnHandStock.png]]

File:InactiveWarehouse.png

2014-08-11T22:26:59Z

Amy:

File:PickWarehouseForOnHandStock.png

2014-08-11T22:26:01Z

Amy:

Warehouses

2014-08-11T22:24:41Z

Amy: /* Retiring a warehouse and moving all stock to a new warehouse */

If you are tracking inventory items in SME, it is likely that you have more than one warehouse you want to track stock in such as your technicians vehicles. SME allows you to create multiple warehouses.
<br>- Default Warehouse (main warehouse) you keep and receive stock into.
<br>- Technician warehouses to track stock on your techs trucks/ vans
<br>- Customer Warehouses to hold stock that can only be allocated on orders for a specific customer.

== Default Warehouse ==
In SME, there is a warehouse called Default. When creating new inventory items this will be used as the Default Location. You should enter your default warehouse address so it shows correctly on POs created from service and install orders.

<h3>Enter the Default Warehouse Address</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Select '''Default''' on the right and click '''Edit'''.
<br>4. Enter the address in the window that opens. (image below)
<br>[[File:DefaultLocationAddress.png]]

<br>If you want to change the name to something other than "Default" you can.

==Technician Warehouses ==
If you want to track stock in your technicians trucks you will need to create the technician warehouses.
<br>1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>[[File:AddTechWarehouse.png]]

<h3>Assign techs their default warehouse for use on TechPortal and TechService on Android for SME</h3>
If you are using TechPortal or TechService on Android for SME, you will need to assign the technician warehouse in the tech User. That way, when your tech adds stock from TechPortal or TechService on Android, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse.

<br>To set a default warehouse for your technician:
<br>1. Go to '''Setup''' module > '''Users'''
<br>2. Click '''Search''' > '''Search Active Users''' and select the technician.
<br>3. Click the '''Technician Settings''' tab. Locate the '''Warehouse''' field and select the warehouse you use for your technician's truck. (image below)
<br>[[File:TechPortal_TechWarehouse.png]]

<h3>Adding stock to Technician Warehouse</h3>
If you want to manually add stock to your technician's warehouse rather than transfer from your default warehouse or place a purchase order, follow these steps:
<br>1. Go to an inventory item.
<br>2. Click the''' Stock Tab'''
<br>3. Click '''New Stock Location'''
<br>4. Choose the Warehouse and enter the quantity you want to add in the '''Add Qty''' field
<br>5. Click '''OK''' and stock will be added.

<h3>Transferring stock from Default to Technician Warehouse</h3>
<h4>Move one Item at a time</h4>
1. Go to Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

<h4>Move multiple items at once</h4>
1. To move multiple items at once, you will need to create a transfer record, select the items and quantities, and transfer them.
<br>2. Go to '''Inventory''' > '''Transfer'''.
<br>3. Click '''New'''
<br>4. Locate the '''Source''' and '''Destination''' fields. In the Source field, select the warehouse you are transferring stock from. In the Destination field, choose the warehouse you are transferring stock to. (image below)
<br>[[File:NewTransferRecord.png]]
<br>5. Click the '''Transfer Details''' tab.
<br>6. Click '''New''' on the Transfer Details tab
<br>[[File:AddItemsToTranfer.png]]
<br>7. In the window that opens you will see the material available to move in the Source warehouse. Select the item you need to transfer.
<br>8. In the next window you will see shows the stock lots for the inventory item. Double click on the stock lot you want to transfer from. Note the quantity available in each stock lot.
<br>[[File:ChooseStockLotToAddToTransfer.png]]
<br>If you don’t see an “Available” column, click Views > Add Remove Fields> From Material Details and choose “Available” and click OK. The column will be added to the search view.
<br>9. Once selected, you will see the item on the '''Transfer Details''' tab.
<br>10. Enter the quantity you want to transfer in the '''Move Available''' column. You can’t enter more than the quantity in the '''Current Available''' column.
<br>[[File:EnterMoveAvailabel.png]]
<br>11. Continue adding the inventory items you want to include on the transfer.
<br>12. When all items are added, click '''Transfer All Items'''.
<br>[[File:TransferAllItemsButton.png]]

<br>13. The stock will be moved and the return will close.

<h3>View Report showing Quantity in Technician Warehouses</h3>
To see a summary of stock available in your technician's warehouses you can view the '''Standard Inventory by Location''' report.
<br>1. Go to '''Reports''' module > '''Print Report'''
<br>2. Select '''Inventory''' > '''Standar Inventory by Location Qty'''
<br>[[File:RunStandardInventoryByLocationReprot.png]]
<br>3. Enter '''Inventory Location''' to filter by a specific Technician's warehouse and click '''Print'''.
<br>[[File:StandardInventoryByLocation.png]]

== Customer Warehouses ==
Customer warehouses are used if you want to keep stock in a warehouse that can only be allocated to orders for a specific customer. You will need to designate a warehouse as a customer warehouse and assign the warehouse to your customer.

<h3>Create Customer Warehouse</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''.
<br>2. Locate '''Warehouses''' in the Lists.
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>4. Check '''Customers''' and enter the warehouse address.
<br>[[File:SettingUpCustomerWarehouse.png]]
<br>5. Click '''OK'''.

<h3>Assign the warehouse to customer</h3>
1. Go to the customer record
<br>2. Select the customers warehouse in the '''Location''' field.
<br>[[File:AssignCustomerWarehouse.png]]

<h3>Transferring stock from Default to Customer Warehouses</h3>
1. Go to an Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse which is your Customer's warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

== Default Warehouse Location on Inventory Items ==
In each inventory item you select a default location. This is used in several ways.
<br>[[File:DefaultLocationField.png]]
<br>-- When adding the item to an order, SME will will try to allocate stock from the default location. If no stock available in the default location the Link Status will go to Has JIT and you’ll have to see if any stock available in other warehouses.
<br>-- When receiving stock on a PO, the warehouse you receive the stock into is the Default location. It can be changed before you receive the item as needed.
<br>-- When placing a purchase order for the item from a service order, SME will use the default location as the default shipping location. (images below)
<br>[[File:DefaultShippingLocation.png]]
<br>[[File:POShippingTab.png]]

== Receiving stock into correct warehouse on PO ==
When receiving stock on a PO, you can choose which warehouse you are receiving the stock into.
<br>1. Go to the PO
<br>2. Click '''PO Items''' tab
<br>3. Select the item you want to receive and click '''Receive Item'''.
<br>4. In the Receive PO Item window locate the '''Warehouse''' field. You can change the location as needed.
<br>[[File:ReceiveItemIntoCorrectWarehouse.png]]

== Warehouse Zones ==
SME will support an organization spread over geographic zones and covering multiple divisions. If you have a large organization covering the west coast area with different divisions for Washington state, Oregon, San Francisco, and Los Angeles it wouldn't make sense to try to utilize parts in a Washington warehouse for a job in LA. SME zones can help manage these different divisions.

<br>In order to setup SME to handle these geographically dispursed divisions, you want to setup Zones for each division. Once you setup zones, you should assign warehouses for each zone including a default warehouse for the zone. You can also assign customers to zones, technician to zones, subcontractors to zones, workgroup to zones.

<br> If a customer has a zone, then any order created for the customer will have the zone. If an order has a zone, then material added to the order will try to allocate stock from the default warehouse for that zone rather than the inventory item’s default location.

<h3>Setup Zones</h3>
1. Go to '''Setup''' module > '''Company''' >''' Lists'''
<br>2. Select '''Zones'''
<br>3. Click '''New''' in lower right corner to add the various Zones you need.

<h3>To setup warehouses for your zones</h3>
On service or install orders with a zone, when you add material to the order SME will try to allocate stock from the default warehouse for the Zone rather than the default location on the inventory item.
<br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' > '''Warehouses'''
<br>2. Select a warehouse and click '''Edit''' or click '''New''' to enter a new one
<br>3. Select a '''Zone''' and check '''Default warehouse for Zone''' as needed
<br>4. Enter the Shipping address for the warehouse
<br>5. Click '''OK'''.
<br>[[File:SetupDefaultWarehouseForZone.png]]

== Retiring a warehouse and moving all stock to a new warehouse ==

- Go to '''Setup''' > '''Company''' > '''Lists'''
<br>- Select '''Warehouses'''
<br>- Click '''New''' in lower left
<br>- Enter a name for your new warehouse and click '''OK'''. This will be the warehouse you are moving stock into from the "retired" warehouse.
<br>- Select the warehouse you are "retiring" and click '''Edit'''
<br>- Uncheck '''is active'''.
<br>- You will be prompted to pick a new location for all the stock in the inactive warehouse. Choose the new warehouse you just created. All items from the "inactive" warehouse will move to the new one selected.

Warehouses

2014-08-11T22:23:59Z

Amy:

If you are tracking inventory items in SME, it is likely that you have more than one warehouse you want to track stock in such as your technicians vehicles. SME allows you to create multiple warehouses.
<br>- Default Warehouse (main warehouse) you keep and receive stock into.
<br>- Technician warehouses to track stock on your techs trucks/ vans
<br>- Customer Warehouses to hold stock that can only be allocated on orders for a specific customer.

== Default Warehouse ==
In SME, there is a warehouse called Default. When creating new inventory items this will be used as the Default Location. You should enter your default warehouse address so it shows correctly on POs created from service and install orders.

<h3>Enter the Default Warehouse Address</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Select '''Default''' on the right and click '''Edit'''.
<br>4. Enter the address in the window that opens. (image below)
<br>[[File:DefaultLocationAddress.png]]

<br>If you want to change the name to something other than "Default" you can.

==Technician Warehouses ==
If you want to track stock in your technicians trucks you will need to create the technician warehouses.
<br>1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''
<br>2. Locate '''Warehouses''' in the Lists
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>[[File:AddTechWarehouse.png]]

<h3>Assign techs their default warehouse for use on TechPortal and TechService on Android for SME</h3>
If you are using TechPortal or TechService on Android for SME, you will need to assign the technician warehouse in the tech User. That way, when your tech adds stock from TechPortal or TechService on Android, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse.

<br>To set a default warehouse for your technician:
<br>1. Go to '''Setup''' module > '''Users'''
<br>2. Click '''Search''' > '''Search Active Users''' and select the technician.
<br>3. Click the '''Technician Settings''' tab. Locate the '''Warehouse''' field and select the warehouse you use for your technician's truck. (image below)
<br>[[File:TechPortal_TechWarehouse.png]]

<h3>Adding stock to Technician Warehouse</h3>
If you want to manually add stock to your technician's warehouse rather than transfer from your default warehouse or place a purchase order, follow these steps:
<br>1. Go to an inventory item.
<br>2. Click the''' Stock Tab'''
<br>3. Click '''New Stock Location'''
<br>4. Choose the Warehouse and enter the quantity you want to add in the '''Add Qty''' field
<br>5. Click '''OK''' and stock will be added.

<h3>Transferring stock from Default to Technician Warehouse</h3>
<h4>Move one Item at a time</h4>
1. Go to Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

<h4>Move multiple items at once</h4>
1. To move multiple items at once, you will need to create a transfer record, select the items and quantities, and transfer them.
<br>2. Go to '''Inventory''' > '''Transfer'''.
<br>3. Click '''New'''
<br>4. Locate the '''Source''' and '''Destination''' fields. In the Source field, select the warehouse you are transferring stock from. In the Destination field, choose the warehouse you are transferring stock to. (image below)
<br>[[File:NewTransferRecord.png]]
<br>5. Click the '''Transfer Details''' tab.
<br>6. Click '''New''' on the Transfer Details tab
<br>[[File:AddItemsToTranfer.png]]
<br>7. In the window that opens you will see the material available to move in the Source warehouse. Select the item you need to transfer.
<br>8. In the next window you will see shows the stock lots for the inventory item. Double click on the stock lot you want to transfer from. Note the quantity available in each stock lot.
<br>[[File:ChooseStockLotToAddToTransfer.png]]
<br>If you don’t see an “Available” column, click Views > Add Remove Fields> From Material Details and choose “Available” and click OK. The column will be added to the search view.
<br>9. Once selected, you will see the item on the '''Transfer Details''' tab.
<br>10. Enter the quantity you want to transfer in the '''Move Available''' column. You can’t enter more than the quantity in the '''Current Available''' column.
<br>[[File:EnterMoveAvailabel.png]]
<br>11. Continue adding the inventory items you want to include on the transfer.
<br>12. When all items are added, click '''Transfer All Items'''.
<br>[[File:TransferAllItemsButton.png]]

<br>13. The stock will be moved and the return will close.

<h3>View Report showing Quantity in Technician Warehouses</h3>
To see a summary of stock available in your technician's warehouses you can view the '''Standard Inventory by Location''' report.
<br>1. Go to '''Reports''' module > '''Print Report'''
<br>2. Select '''Inventory''' > '''Standar Inventory by Location Qty'''
<br>[[File:RunStandardInventoryByLocationReprot.png]]
<br>3. Enter '''Inventory Location''' to filter by a specific Technician's warehouse and click '''Print'''.
<br>[[File:StandardInventoryByLocation.png]]

== Customer Warehouses ==
Customer warehouses are used if you want to keep stock in a warehouse that can only be allocated to orders for a specific customer. You will need to designate a warehouse as a customer warehouse and assign the warehouse to your customer.

<h3>Create Customer Warehouse</h3>
1. Go to '''Setup''' > '''Company''' > '''Orders''' > '''Lists'''.
<br>2. Locate '''Warehouses''' in the Lists.
<br>3. Click '''New''' in lower right corner and enter the Warehouse name.
<br>4. Check '''Customers''' and enter the warehouse address.
<br>[[File:SettingUpCustomerWarehouse.png]]
<br>5. Click '''OK'''.

<h3>Assign the warehouse to customer</h3>
1. Go to the customer record
<br>2. Select the customers warehouse in the '''Location''' field.
<br>[[File:AssignCustomerWarehouse.png]]

<h3>Transferring stock from Default to Customer Warehouses</h3>
1. Go to an Inventory item
<br>2. Click '''Material Details''' tab
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available.
<br>4. Click '''Move Stock'''
<br>5. In the Move Stock window, enter the '''Move Quantity'''
<br>6. Choose the '''Destination''' warehouse which is your Customer's warehouse
<br>7. Click '''OK''' and the stock will be moved.
<br>[[File:MoveStockIndividually.png]]

== Default Warehouse Location on Inventory Items ==
In each inventory item you select a default location. This is used in several ways.
<br>[[File:DefaultLocationField.png]]
<br>-- When adding the item to an order, SME will will try to allocate stock from the default location. If no stock available in the default location the Link Status will go to Has JIT and you’ll have to see if any stock available in other warehouses.
<br>-- When receiving stock on a PO, the warehouse you receive the stock into is the Default location. It can be changed before you receive the item as needed.
<br>-- When placing a purchase order for the item from a service order, SME will use the default location as the default shipping location. (images below)
<br>[[File:DefaultShippingLocation.png]]
<br>[[File:POShippingTab.png]]

== Receiving stock into correct warehouse on PO ==
When receiving stock on a PO, you can choose which warehouse you are receiving the stock into.
<br>1. Go to the PO
<br>2. Click '''PO Items''' tab
<br>3. Select the item you want to receive and click '''Receive Item'''.
<br>4. In the Receive PO Item window locate the '''Warehouse''' field. You can change the location as needed.
<br>[[File:ReceiveItemIntoCorrectWarehouse.png]]

== Warehouse Zones ==
SME will support an organization spread over geographic zones and covering multiple divisions. If you have a large organization covering the west coast area with different divisions for Washington state, Oregon, San Francisco, and Los Angeles it wouldn't make sense to try to utilize parts in a Washington warehouse for a job in LA. SME zones can help manage these different divisions.

<br>In order to setup SME to handle these geographically dispursed divisions, you want to setup Zones for each division. Once you setup zones, you should assign warehouses for each zone including a default warehouse for the zone. You can also assign customers to zones, technician to zones, subcontractors to zones, workgroup to zones.

<br> If a customer has a zone, then any order created for the customer will have the zone. If an order has a zone, then material added to the order will try to allocate stock from the default warehouse for that zone rather than the inventory item’s default location.

<h3>Setup Zones</h3>
1. Go to '''Setup''' module > '''Company''' >''' Lists'''
<br>2. Select '''Zones'''
<br>3. Click '''New''' in lower right corner to add the various Zones you need.

<h3>To setup warehouses for your zones</h3>
On service or install orders with a zone, when you add material to the order SME will try to allocate stock from the default warehouse for the Zone rather than the default location on the inventory item.
<br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' > '''Warehouses'''
<br>2. Select a warehouse and click '''Edit''' or click '''New''' to enter a new one
<br>3. Select a '''Zone''' and check '''Default warehouse for Zone''' as needed
<br>4. Enter the Shipping address for the warehouse
<br>5. Click '''OK'''.
<br>[[File:SetupDefaultWarehouseForZone.png]]

== Retiring a warehouse and moving all stock to a new warehouse ==

- Go to '''Setup''' > '''Company''' > '''Lists'''
- Select '''Warehouses'''
- Click '''New''' in lower left
- Enter a name for your new warehouse and click '''OK'''. This will be the warehouse you are moving stock into from the "retired" warehouse.
- Select the warehouse you are "retiring" and click '''Edit'''
- Uncheck '''is active'''.
- You will be prompted to pick a new location for all the stock in the inactive warehouse. Choose the new warehouse you just created. All items from the "inactive" warehouse will move to the new one selected.

SME Mobile Prerequisites

2014-08-06T16:11:03Z

Amy:

SME Mobile Prerequisites:
<br>'''SME:'''
<br>- SME must be updated to the latest version of SME 8.0
<br>
<br>'''SME Web Services:'''
<br>- The server or computer running SME Mobile Web Services
<br>1. Must have IIS feature installed
<br>2. Must be Windows server 2008+ or Windows 7 + OS Pro
<br>- Must have Dot Net 4.5 role installed and enabled
<br>- Does not need to be the same server as the SQL/SME server, but must be on same network
<br>- Must be available 24/7 with a static IP address
<br>
<br>'''Router:'''
<br>- Your router must be set up with port forwarding for the computer/server static IP and port 215
<br>- The following link may be useful for assisting with your port forwarding setup
<br>- http://www.pcwintech.com/port-forwarding-guides
<br>- You must be able to test your router with the following site and have the status show as open
<br>- http://www.yougetsignal.com/tools/open-ports/
<br>- [[File:Port215Open.png]] Your IP
<br>- If you cannot complete the port forwarding on your router you must have the router login info for the High5 Tech
<br>
<br>SME Mobile Wiki Links:
<br>- When your SME Mobile application is installed and configured the Administrator account will be set up and the log in info passed to your SME administrator of record
<br>- We advise waiting until you have arranged training with our staff before making any administrative changes
<br>- SME Mobile User Setup wiki link:[[SME Mobile Master - Assign User Names]]
<br>- Setting up Preference Groups [[SME Mobile - Preference Groups]]

SQLink FAQ

2014-08-04T21:33:11Z

Amy: /* Changing Pay Method */

== '''WARNING:''' Fixed Total option on Items and syncing warning to QuickBooks ==
If you are using "Fixed Total" on Service, Material, or Labor items you must be aware that the Total Price is what gets fixed in the SME Item. You can change the Unit Price or Quantity and the total price will stay the same in SME for that item. If you invoice the item and the invoice goes to QuickkBooks, the Unit Price and Qty are sent over on the invoice which potentially could be different than the fixed total price if you edited the Unit Price or Qty in SME.

== Do I have to have all QuickBooks users out of QuickBooks when I sync SME and QuickBooks? ==
No, you only need to get everyone out of QuickBooks for 3 scenarios:
#To do your initial sync between SME & QuickBooks
#Reassigning parent/sites (only do in QB)
#Exporting employees from QuickBooks to SME.

== How do I keep my invoice numbers in SME and QuickBooks in sync? ==
Before creating any invoices in QuickBooks, make sure the invoices from SME are synced over to QuickBooks:
#Create Invoices in SME.
#Full Sync SME & QuickBooks.
#Create invoices in QuickBooks.
#Full Sync SME & QuickBooks.
To read in more detail, go to [[Invoice Numbers in SME and QuickBooks]]

== My Next Invoice number is a large wrong number ==
If there is an invoice number in QuickBooks that is higher than all the others, when you sync with SME QB will give that number to SME as the next invoice number (+1). Go into QuickBooks and locate the invoice that has the high invoice number and change it so it will stop prompting SME to use that number as the next invoice number.
<br>- locate the high numbers in QB
<br>- change them
<br>- delete the SME invoices and recreate with the correct seq #

== When re-invoicing an order, I want to use a different invoice number ==
When you invoice an order, SME will put the invoice number on the totals tab. If you rollback the invoice and invoice the order again, SME will use the same invoice number on the next invoice. To use the next invoice number in SME instead, click the '''Reset''' button circled below and then generate the invoice.
<br>[[File:ResetInvoiceNumber.png]]

== Can I enter text and numbers in my invoice numbers? ==
QuickBooks allows you to enter text in an invoice number. However when those invoices are synced to SME, the text is stripped out. In SME you can only have numbers in your invoice number field.

== How do I change customer job sites (move to new parent customer) ==
See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites. '''Do not move customers that have a history of invoices and payments.'''
<br>

<videoflash>ah7Nn6jUFlw</videoflash>

== How are opening balances in QuickBooks synced to SME? ==
SME uses Invoices and Payments to calculate customer balances. Customer balances entered into QuickBooks will need to be entered as invoices, as they are when the Opening Balance is entered when creating a new customer in QuickBooks (circled in the image below).

[[File:OpeningBalanceField.jpg]]

If you enter an opening balance for a customer in QuickBooks, after syncing the balance will carry over to SME and show in the Customer record > Accounts tab> Current field. When payment is received in QuickBooks for the opening balance, the payment will sync to SME and the amount in the Customer record > Accounts tab > Current field will be reduced by the payment amount.

If the opening balance is entered as a GL transaction, it will not sync properly with SME.

[[File:OpeningBalance.jpg]]

== How do I add new technicians? ==
If you are syncing with QuickBooks, you must add new technicians as an Employee in QuickBooks and sync with SME. The Employee will sync to SME as a User. Check "Is Technician" in the user record to turn the user into a Technician.

<br>'''Note''' - When filling out a new employee in QuickBooks, make sure you fill out their '''state'''. If you do not, QuickBooks will enter "none" in their state which goes to SME as the state of "no". If the employee is edited in SME, QuickBooks will reject the employee on export because it doesn't recognize the state of "no".<br>

1. Set QB to Single User Mode<br>
2. Add the new employee in QuickBooks<br>
3. Sync SME and QuickBooks<br><br>

If you already added the employee to QB and a sync has been processed but the employee is not in SME, do the following:<br>

1. Edit the employee in QB, make a minor change to the address to force QB to reset the modified flag<br>
2. Put QB in Admin/Single User<br>
3. Run a sync<br>

== How do I enter a subcontractor? ==
In SME, a subcontractor is a vendor with the "Is Subcontractor" checkbox checked. QuickBooks will not let us export a Vendor to QuickBooks as a subcontractor.

1. Add vendors in QB<br>
2. Sync to SME<br>
3. Set as Subcontractor in QB & SME (In SME, check "Is Subcontractor" in the vendor record on the Details and Settings tab as shown in image below)

<br>[[File:IsSubcontractor.png]]

<br>Map (assign) accounts and thresholds to 1099 categories
<br>http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K8/ContentPackage/Payroll/1099/popup_1099pref_table.html

== My Non-Tax items in SME are going to the wrong tax account on the QB invoice.(Exempt) ==
This is an issue from the QB Sales Tax List, in QB, under '''Lists'''> '''Sales Tax Items'''. The order of the codes determines what get’s selected on the invoice. We’re only allowed to pass Tax/Non Tax and QB picks from that list. If yours looks like this:
<br>[[File:QB_Sales_Tax_Codes.png]]
<br> And ‘EXE’ is the first ‘non’ tax item in the list then, Non Tax items from SME will be listed as ‘EXE’.
<br> If your list looks like this:
<br>[[File:Sales_TAx_List.png]]
<br> Then your non tax items will be listed as ‘NON’
<br> I’ve had customers change that to XMT, to move it to the bottom of the list, and then it will flow correctly for items on the invoice. One of the anomalies of syncing applications.

== Delete invoice, PO, labor in SME doesn't delete record in QuickBooks ==
If you delete an invoice in SME and the invoice already synced to QuickBooks, you will need to delete the invoice in QuickBooks.
<br>If you delete a PO in SME and the PO synced to QuickBooks already, you will need to delete the PO in QuickBooks.
<br>If you delete labor item in SME and the timesheet already synced to QuickBooks, you will need to delete the timesheet labor entry in QuickBooks.

== If I delete a record in SME and sync with QB, will the record come back into SME? ==
If you have a synced record that is in SME and in QB and you delete the record in SME, the record will stay in QB only unless the record gets edited in QB. If the record is edited in QB it will come back into SME.
<br>'''Note''': If you set the record as inactive in SME it will go inactive in QB which is the preferred method.

== What are the types of invoices that can be created in SME? ==
When creating a service or install order, you can choose how you are going to invoice it. You can invoice the whole order at once, part of the items on the order at a time, or even make it a fixed rate invoice.
<br>Click this link for details: http://high5software.com/mediawiki/index.php?title=Invoicing#Types_of_Invoices

== What are all of these SMP Item added to my QuickBooks Item List? ==
After your initial sync between SME & QuickBooks, you will see some "SMP_" Items in your QuickBooks Item List as shown in the image below.

<br>[[File:SMPItems.png]]

<br>These items are default items used to pass income to your income accounts used and expenses through to your accounts if items do not have accounts assigned on them.
<br>For example, if you have an inventory item in SME but you don’t have it in QuickBooks, then SQLink will pass the income through the SMP_Item when you invoice that inventory item.

<br>Click [[SMP Items]] for more details

== How do invoices sync to QB? ==
Click [[Syncing SME Invoices with QuickBooks]] for information on how to setup invoices to sync to QB by default.

== How do subcontractor costs sync over to QB? ==
If you select a subcontractor on labor or on a service item, you can have a bill go over to QB for the cost on the labor item or the service item. The bill can go over to QB either when the order is closed or when the invoice is created for the order. If it goes over to QB when the order is closed, the bill date will be the DateTime In on the order. If it goes over when the invoice is created, then the date on the bill will be the Invoice date. Once the bill is in QB you can edit the bill or delete it and it won't affect SME.
<br>click this link to view details: http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Subcontractors

== How can I track labor costs in SME over in QB? ==
SME labor item records sync with QuickBooks weekly time sheet. Customer name and job number are transferred. Time sheets must be turned on in QuickBooks to use this feature.
<br>Click this link to learn more: http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29

== Labor is getting taxed and it shouldn't ==
First go to QB and make sure SMP_Labor item is set as non-taxable. If it wasn't non-taxable already, then sync SME & QB. (In QB click Lists > Item Lists. Open SMP_Labor and make sure non-taxable)
<br>Then go to the labor item on the order that is being taxed and check '''non-taxable'''.
<br>Then go to the service item in SME that is being used on the labor and make sure '''non-taxable''' is checked (Inventory module > Services > Search for service item). Going forward, when you create work orders and add labor with that service item, it will default to non-taxable.

== I can't see the service orders in QuickBooks ==
That is correct. Your service orders will be in SME only and do not sync to QB. When you invoice the service or install order, the invoice will sync to QuickBooks. Use SME to review all of your service order history.

== Cannot sync SME with an Accountant's Copy of QuickBooks ==
If you are attempting to sync SME with an Accountant's Copy of QuickBooks, you won't be able to sync. You will receive message in SQLink that certain modules are locked so cannot sync.

<br>What is an Accountant's Copy?:
<br>http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/File_Accountant_Copy/ov_acct_working_with.html

== SQLink tech codes ==
Occasionally data in SME may need to be re-linked to the matching data in QB. Running the following tech codes will remove the flag that tells SQLink the items have been synced. This will result in all items for the specified code to be re-synced.
<br>'''Note''': if you do this for a module that has a significant amount of information the next sync will take a considerable length of time.

<br>To run a code, open SQLink and click '''Help''' > '''Tech Support Utilities'''. In the window that opens, enter the code.
<br>Then run a full sync. '''Note''': if you do this for a module that has a significant amount of information the next sync will take a considerable length of time.
<br>[[File:SQLink_TechSupportUtilities.png]]
<br>
<br>155 - Clears the last terms merge date
<br>175 - Clears the last customer merge date
<br>265 - Clears the last vendor merge date, so we can bring in old 1099 vendors as subcontractors (based on options)
<br>715 - Clears the Last Merge Flag on QB Proposal import.
<br>815 - Clear out export date on business types
<br>908 - Clear Last invoice Merge
<br>909 - Clear Last Payment Merge
<br>1026 - Clears Last Inventory Merge to re-initialize the inventory QB IDs

== How do I force SQLink to close if it is stuck open? ==
In SQLink, click '''Help''' > '''Tech Support Utilities'''
<br>In the window that opens, enter 807

== The Material on my SME invoice didn't go over to my QB invoice ==
If this happens, most likely there aren't any material details for the material on the service order linked to the SME Invoice. To resolve:
<br>- Go to the service order / install order in SME related to the invoice
<br>- Click the '''Order Items''' tab
<br>- Select the material and click '''Edit'''
<br>- Click '''OK''' in the Add Item to Order window that opens.
<br>- You will probably be prompted with the following message: '''Inventory Item Not Found'''. Add to Inventory. Click '''Yes'''.
<br>- Now go back to the invoice in SME and check Export to QB and sync the invoice back over to QuickBooks. The material should be on the invoice.

<br>This issue happens if you do the following:
<br>- In an order, you click Add Material.
<br>- In search window that opens, you click Cancel.
<br>- In the Add Item to Order window, you enter a name etc. for the items and click OK
<br>- "The message Inventory Item Not Found. Add to Inventory" opens and if you click No. Then the message "Item could not be found. Use it anyway?" and if you click Yes then the material will be added with no material detail and it won't go over on the invoice to QB.

<br>If you need to add parts to orders on the fly but don't want them to be added to inventory, create one inventory item called "Material" or something similar. When on an order that needs a part you don't want to track in inventory, add this placeholder item you created and change the description of the material to match what you need and change the price.

== Are there QuickBooks Tutorials available? ==
Here is a link to a QuickBooks Certified User Study Guide that may be helpful: <br>
http://www.certiport.com/Portal/Common/DocumentLibrary/QuickBooks_CUser_Study_Guide.pdf

== Customer Site Address is populating with Billing Address After Sync ==

[[File:CustomerEmptyAddress2.png]]
<br>[[File:CustomerEmptyAddress2_2.png]]

<br>To stop the billing address from populating the site, you need to put something in the Address1 line in SME such as a "."
<br>The rule is if there is no information in line2 of the shipping address in QuickBooks, then the site address will populate with the Billing Address.

<br>[[File:CustomerEmptyAddress2_3.png]]

== Changing Pay Method ==
If you add or inactivate a Pay Method in QuickBooks you will need to import the pay method change into SME.

<br>- Open SQLink, SME and QuickBooks
<br>- Click''' Data Functions'''> '''Import QuickBooks Data'''

<br>This will import the Pay Method change.

SQLink FAQ

2014-08-04T21:32:11Z

Amy:

Editing a Combined Invoice

2014-07-29T23:32:58Z

Amy: /* Delete an item off a combined invoice */

'''***'''SME Invoices need to be edited in SME. QuickBooks invoices need to be edited in QuickBooks.'''***'''

If you need to edit a combined invoice in SME, you will need to go to the order that is on that invoice, edit the order and the invoice for the order will be updated. There are four main scenarios for editing combined invoices described below.

== Adding additional items to the combined invoice ==
If you have an invoiced order and you need to add additional items to the order and the invoice, you can do the following:
<br>1) Go to the invoiced order and click the '''Order Items''' tab. You will see the items that have already been fully invoiced (circled in image below)
<br>[[File:FullyInvoicedOrder.png]]

<br>2) Add the new item to the order. Notice the order status will change from Invoiced to '''Partially Invoiced''' and the item you added will have a Inv State of '''Not Invoiced'''. (circled in image below)
<br>'''Note''' - If you are adding material to the order, you will need to reserve stock for the item to deplete the stock used on the order.
<br>'''Note''' - You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''. On later versions of SME, the Lock Tax checkbox will be automatically unchecked on an order when rolling back an invoice.
<br>[[File:PartiallyInvoicedOrder.png]]

<br>3) click the '''Invoice''' button and the following happens:
<br>[[File:QuickInvoiceButton.png]]
<br>- The order will change from '''Partially Invoiced''' to''' Invoiced'''.
<br>- The Inv State of the added item will change to '''Fully Invoiced'''.
<br>- The invoice in SME will be updated and set to sync to QB on the next sync ('''Export to QB''' checkbox is checked on the SME invoice)
<br>[[File:FullyReInvoicedOrder.png]]

<br>4) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB.

== Increase item quantity on a combined invoice ==
If you need to increase the quantity of an item on a combined invoice, do the following:
<br>1) Go to the order and click the Order Items tab.
<br>2) Open the item and increase the quantity as needed. Click OK.
<br>3) Notice the order changes from '''Invoiced''' to '''Partially Invoiced'''. Also notice Inv State on the item changes from '''Fully Invoiced''' to '''Partial Invoiced''' (Image below).
<br>'''Note''' - If it is an inventory item you are increase the quantity of, you will need to reserve stock for the added quantity.
<br>'''Note''' - You will want to refresh the taxes. Click the '''Taxes''' tab, unlock taxes and click '''Refresh'''.
<br>[[File:IncreaseItemQuantity.png]]
<br>4) click the '''Invoice''' button and the following happens:
<br>[[File:QuickInvoiceButton.png]]
<br>- The order will change from '''Partially Invoiced''' to''' Invoiced'''.
<br>- The Inv State of the added item will change to '''Fully Invoiced'''.
<br>- The invoice in SME will be updated and set to sync to QB on the next sync ('''Export to QB''' checkbox is checked on the SME invoice)
<br>[[File:ReinvoicedItemIncrease.png]]
<br>5) On the next sync with QuickBooks, the original invoice will be deleted from QB and the updated one added to QB.

== Delete an item off a combined invoice ==
If you have an invoiced order and you need to delete an item that has been fully invoiced off the order and the invoice, you can do the following:

<br>1) Go to the invoice and click '''Delete/Void''' on the invoice.
<br>2) Go to the Service Order. That status of the order will be back to closed
<br>3) The items on the order will be Not Invoiced
<br>[[File:RolledBackOrder_NotInvoiced.png]]
<br>4) Delete the item or reduce quantities of items on the order
<br>5) Click '''Invoice''' to invoice the order
<br>6) The invoice will be generated and keep the same invoice number
<br>7) Sync with QuickBooks.