Getting Started - Revision history

Marks at 17:32, 14 June 2016

2016-06-14T17:32:29Z

Marks: /* Creating New Customers */

2016-06-14T17:14:21Z

Creating New Customers

Marks: /* Creating New Customers */

2016-06-14T17:12:42Z

Creating New Customers

Marks: /* Creating New Customers */

2016-06-14T17:12:30Z

Creating New Customers

Marks: /* Creating New Customers */

2016-06-14T17:11:33Z

Creating New Customers

Marks: /* Creating New Customers */

2016-06-14T17:11:10Z

Creating New Customers

Marks at 17:10, 14 June 2016

2016-06-14T17:10:06Z

Amy at 21:34, 9 April 2013

2013-04-09T21:34:19Z

Amy: Created page with " == Creating New Customers == Learn how to create a new customer record in SME
Create a parent customer record with multiple job sites
How to search customer records and ..."

2013-04-09T21:34:00Z

Created page with " == Creating New Customers == Learn how to create a new customer record in SME Create a parent customer record with multiple job sites How to search customer records and ..."

New page

== Creating New Customers ==
Learn how to create a new customer record in SME 
Create a parent customer record with multiple job sites 
How to search customer records and find all job sites for a parent 

<videoflash>Ybxk061nD60</videoflash>

== Create a new Service Order ==
Create a basic service order 
Add material and a service item to the order 
Print a standard service order ticket 

<videoflash>Nhip8RILqFI</videoflash> 

== Allocating Stock to a Service Order ==
Learn how to check stock for material on a service order 
Introduction to the Material Allocation window and Item Status 
An easy way to place a purchase order for material on a service order 

<videoflash>rFFy8FvqzWo</videoflash> 
Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.

== Scheduling Technicians ==
Schedule technicians on the Dispatch window 
Understand the link between the Dispatch window and labor items 
Scheduling technicians using Quick Schedule 

<videoflash>JvCGuIdHI0Q</videoflash>

== Close and Invoice a Service Order ==
Update order after technician has completed work in the field 
Close the order and generate an invoice 
View the standard invoice in SME 

<videoflash>g6IHi4NeZyM</videoflash>

== Customer History and Equipment ==
View a customer's service order history in customer history 
View a customer's invoice in customer history 
View the Customer Equipment module to see equipment installed on site 

<videoflash>6dJWkT96TEg</videoflash>

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 Print a standard service order ticket<br>
-<videoflash>Nhip8RILqFI</videoflash><br>
+{{#ev:youtube|Nhip8RILqFI}}
 == Allocating Stock to a Service Order ==
@@ Line 22: / Line 21: @@
 An easy way to place a purchase order for material on a service order<br>
-<videoflash>rFFy8FvqzWo</videoflash><br>
+{{#ev:youtube|rFFy8FvqzWo}}
 Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.
@@ Line 30: / Line 30: @@
 Scheduling technicians using Quick Schedule<br>
-<videoflash>JvCGuIdHI0Q</videoflash>
+{{#ev:youtube|JvCGuIdHI0Q}}
 == Close and Invoice a Service Order ==
@@ Line 38: / Line 37: @@
 View the standard invoice in SME<br>
-<videoflash>g6IHi4NeZyM</videoflash>
+{{#ev:youtube|g6IHi4NeZyM}}
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 View the Customer Equipment module to see equipment installed on site<br>
-<videoflash>6dJWkT96TEg</videoflash>
+{{#ev:youtube|6dJWkT96TEg}}

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 How to search customer records and find all job sites for a parent<br>
-{{#evt:service=youtube|id=Ybxk061nD60}}
+{{#ev:youtube|Ybxk061nD60}}
 == Create a new Service Order ==

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 How to search customer records and find all job sites for a parent<br>
-{{#evt:youtube|id=Ybxk061nD60}}
+{{#evt:service=youtube|id=Ybxk061nD60}}
 == Create a new Service Order ==

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 How to search customer records and find all job sites for a parent<br>
-{{#ev:youtube|id=Ybxk061nD60}}
+{{#evt:youtube|id=Ybxk061nD60}}
 == Create a new Service Order ==

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 How to search customer records and find all job sites for a parent<br>
-{{#ev:service=youtube|id=Ybxk061nD60}}
+{{#ev:youtube|id=Ybxk061nD60}}
 == Create a new Service Order ==

← Older revision		Revision as of 21:34, 9 April 2013
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		+	Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.
		+

	== Creating New Customers ==		== Creating New Customers ==

Getting Started - Revision history

Marks at 17:32, 14 June 2016

Marks: /* Creating New Customers */

Marks: /* Creating New Customers */

Marks: /* Creating New Customers */

Marks: /* Creating New Customers */

Marks: /* Creating New Customers */

Marks at 17:10, 14 June 2016

Amy at 21:34, 9 April 2013

Amy: Created page with " == Creating New Customers == Learn how to create a new customer record in SME Create a parent customer record with multiple job sites How to search customer records and ..."

Amy: Created page with " == Creating New Customers == Learn how to create a new customer record in SME
Create a parent customer record with multiple job sites
How to search customer records and ..."