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<br>'''System''' – Set password requirements, technician hours and other system settings. | <br>'''System''' – Set password requirements, technician hours and other system settings. | ||
<br>'''Order''' – Set next order and invoice numbers, set default exporting to QuickBooks, set dispatch colors and various other order settings. | <br>'''Order''' – Set next order and invoice numbers, set default exporting to QuickBooks, set dispatch colors and various other order settings. | ||
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<br>'''Customer Defaults''' – Set default values for customer records, create custom customer fields and decide how you want customer account numbers to be generated. | <br>'''Customer Defaults''' – Set default values for customer records, create custom customer fields and decide how you want customer account numbers to be generated. | ||
<br>'''Lists''' – Customize the drop down values in fields throughout SME. | <br>'''Lists''' – Customize the drop down values in fields throughout SME. | ||
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<br>'''Notifications''' - Setup notification templates which you can assign to customers to alert user when taking action (e.g. alert user to not create an order for customer because they are past due or alert user when creating order that the customer is VIP) | <br>'''Notifications''' - Setup notification templates which you can assign to customers to alert user when taking action (e.g. alert user to not create an order for customer because they are past due or alert user when creating order that the customer is VIP) | ||
<br>'''User Groups''' - Each user needs to be assigned to a user group. The user group determines your user's permission to modules and features throughout SME. Setup user groups here. | <br>'''User Groups''' - Each user needs to be assigned to a user group. The user group determines your user's permission to modules and features throughout SME. Setup user groups here. | ||
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== Company Information == | == Company Information == | ||
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The address entered here will display on reports such as service orders and invoices. Click Edit and enter your company address, phone, email and webpage. You might want your email address to be a generic address such as info@... Or sales@... | The address entered here will display on reports such as service orders and invoices. Click Edit and enter your company address, phone, email and webpage. You might want your email address to be a generic address such as info@... Or sales@... | ||
− | [[File:CompanyInformation.jpg | + | [[File:CompanyInformation.jpg] |
'''Upload Logo''' | '''Upload Logo''' | ||
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<br>'''Note''': password cannot be longer than 8 characters. | <br>'''Note''': password cannot be longer than 8 characters. | ||
− | <br><u>'''Technician Work Hours'''</u> (<span style="color:orange">'''2'''</span> in image above) | + | <br><u>'''Technician Work Hours'''</u>(<span style="color:orange">'''2'''</span> in image above) |
<br>- '''Tech Hours Per Day''' - When you schedule a technician either in dispatch or using labor item, this is the number of hours that will be scheduled by default. You can increase or decrease hours. | <br>- '''Tech Hours Per Day''' - When you schedule a technician either in dispatch or using labor item, this is the number of hours that will be scheduled by default. You can increase or decrease hours. | ||
<br>- '''Start Time''' The Order Dispatch window will use the start time and hours to determine the hours you can schedule your techs. | <br>- '''Start Time''' The Order Dispatch window will use the start time and hours to determine the hours you can schedule your techs. | ||
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<br>- '''Dispatch Hours Per Day''' - Enter the number of hours you want to show on the dispatch calendar. (If '''Start Time''' is 7am, and '''Hours per Day''' is 10 hours, then dispatch calendar shows 7am - 5pm) | <br>- '''Dispatch Hours Per Day''' - Enter the number of hours you want to show on the dispatch calendar. (If '''Start Time''' is 7am, and '''Hours per Day''' is 10 hours, then dispatch calendar shows 7am - 5pm) | ||
− | <br>- <u>'''Scan Button and Command Line'''</u> (<span style="color:orange">'''3'''</span> in image above) | + | <br>- <u>'''Scan Button and Command Line'''</u>(<span style="color:orange">'''3'''</span> in image above) |
<br>If you have a scanner that can accept a command line then you can set this up and within stored docs you can launch your scanner for scan or display. We have a customer that developed a product that works with the Scan Command Line in SME and provides full document storage and scanning. If you use this scanner then you can set it up and within stored docs you can launch your scanner for scan or display. We can put you in touch with them to purchase their scanner product. If you don't go with these solutions, you would need some other application that would communicate between SME and the scanners. | <br>If you have a scanner that can accept a command line then you can set this up and within stored docs you can launch your scanner for scan or display. We have a customer that developed a product that works with the Scan Command Line in SME and provides full document storage and scanning. If you use this scanner then you can set it up and within stored docs you can launch your scanner for scan or display. We can put you in touch with them to purchase their scanner product. If you don't go with these solutions, you would need some other application that would communicate between SME and the scanners. | ||
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<u>'''Additional System Defaults'''</u> (<span style="color:orange">'''4'''</span> in image below) | <u>'''Additional System Defaults'''</u> (<span style="color:orange">'''4'''</span> in image below) | ||
− | <br>[[File: | + | <br>[[File:SystemDefaults_Part2.png]] |
<br>Below is a description of each setting, however most of the settings in this section are self explanatory. | <br>Below is a description of each setting, however most of the settings in this section are self explanatory. | ||
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<br>'''Auto Notify on New Issues''' - | <br>'''Auto Notify on New Issues''' - | ||
<br>'''Automatically backup data at ___time every day''' - A backup file will be created and saved in your SME User folder at the time specified | <br>'''Automatically backup data at ___time every day''' - A backup file will be created and saved in your SME User folder at the time specified | ||
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<br>'''Number of digits after the decimal point for currency''' – Windows now handles this through regional settings. Go to [[Decimal Spaces]] to see how to setup. | <br>'''Number of digits after the decimal point for currency''' – Windows now handles this through regional settings. Go to [[Decimal Spaces]] to see how to setup. | ||
<br>'''Random order numbers''' – If checked, order numbers will be generated randomly | <br>'''Random order numbers''' – If checked, order numbers will be generated randomly | ||
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<br>'''On Service items, base Subcontractor cost on item price''' – When adding a service item to an order, there is a percent markup field for the service and you can also select a subcontractor to perform the service. If this option is NOT check, the percent markup is multiplied by the service cost to get the price. If this box IS checked, the price is fixed and cost paid to subcontractor is based on a percentage off the price. | <br>'''On Service items, base Subcontractor cost on item price''' – When adding a service item to an order, there is a percent markup field for the service and you can also select a subcontractor to perform the service. If this option is NOT check, the percent markup is multiplied by the service cost to get the price. If this box IS checked, the price is fixed and cost paid to subcontractor is based on a percentage off the price. | ||
<br>'''Wait time ___ seconds''' - Waits x number of seconds after a record is posted to see if an activity pops. Should be 0 | <br>'''Wait time ___ seconds''' - Waits x number of seconds after a record is posted to see if an activity pops. Should be 0 | ||
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<br>'''Default Document Directory''' - The directory select here will always be the default directory selected when you go to add a stored document to a record. This eliminates the need to always browse to the correct folder where the files are saved that need to be added to the record. | <br>'''Default Document Directory''' - The directory select here will always be the default directory selected when you go to add a stored document to a record. This eliminates the need to always browse to the correct folder where the files are saved that need to be added to the record. | ||
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== Order == | == Order == | ||
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View the following video or follow the instructions below to customize your Lookup Lists in SME. | View the following video or follow the instructions below to customize your Lookup Lists in SME. | ||
− | + | <videoflash>IKmKGTeUlQE</videoflash> | |
<br><br>'''Customizing Lookup Lists''' | <br><br>'''Customizing Lookup Lists''' | ||
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Click '''[[User Groups]]''' to learn more. | Click '''[[User Groups]]''' to learn more. | ||
− | == | + | == Payments Gateway == |
− | + | This section of the setup module is related to the Point of Sale application that works with SME. | |
− | + | <br> | |
− | + | [[File:PaymentsGateway.png]] | |
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