SMO Getting Started - Revision history

Marks: /* Creating Items */

2013-11-21T21:41:03Z

Creating Items

Marks: /* Creating Users */

2013-11-21T20:02:04Z

Creating Users

Marks: /* Creating Roles */

2013-11-21T19:49:05Z

Creating Roles

Marks: /* Creating Roles */

2013-11-21T19:41:05Z

Creating Roles

Marks: /* Creating Roles */

2013-11-14T22:22:22Z

Creating Roles

Marks: /* Creating Roles */

2013-11-14T22:01:51Z

Creating Roles

Marks: /* Creating Roles */

2013-11-14T21:59:48Z

Creating Roles

Marks: /* Creating Roles */

2013-11-14T21:53:55Z

Creating Roles

Marks at 21:52, 7 November 2013

2013-11-07T21:52:34Z

Marks at 21:51, 7 November 2013

2013-11-07T21:51:26Z

@@ Line 40: / Line 40: @@
 #Click on "Products and Services List"
 #Alter your items list as suits your needs
 Now to import those items to SMO:
@@ Line 47: / Line 48: @@
 #Click "Sync Items Now"
 #Click on "Items" to verify that your items have been synced
 ==Creating Lists==

@@ Line 28: / Line 28: @@
 Now that you have some roles defined you can create users so that your techs and sales staff can use SMO. When you create a user they will receive an email notifying them that they have an account in SMO and that they should log in and create their password.
 To create users go to "Settings" > "Users" > "Add New User"
 ==Creating Items==

@@ Line 22: / Line 22: @@
 | Customer || Read || Add/Read || None || Read || None || None
 |}
 ==Creating Users==

@@ Line 9: / Line 9: @@
 Go to "Settings" > "Roles" > "Add New Role"
 The roles added are up to the user, but a few suggestions are outlined below.
 {| class="wikitable"

@@ Line 10: / Line 10: @@
 The roles added are up to the user, but a few suggestions are outlined below.
-[[File:SMO Roles Printscreen.jpg|thumb]]
+[[File:SMO Roles Printscreen.jpg|thumb|SMO Roles Printscreen]]
 {| class="wikitable"

@@ Line 1: / Line 1: @@
 Back to [[SMO]] main page.
-'Overview'
 Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some standard roles and items in SMO; this is the first step you must take before creating a database of customers and generating work orders, invoices, etc. Without a database of roles and items SMO has limited functionality.
-'''Creating Roles'''
+==Creating Roles==
 Go to "Settings" > "Roles" > "Add New Role"
 The roles added are up to the user, but a few suggestions are outlined below.
@@ Line 20: / Line 22: @@
 | Customer || Read || Add/Read || None || Read || None || None
 |}
+==Creating Users==
 Now that you have some roles defined you can create users so that your techs and sales staff can use SMO. When you create a user they will receive an email notifying them that they have an account in SMO and that they should log in and create their password.
 To create users go to "Settings" > "Users" > "Add New User"
-'''Creating Items'''
+==Creating Items==
 When you create a job for a customer you can assign items to that job. Items can be a product you sell or a service that you supply, like 2 hours of labor. The items are what the customer will be billed for when the job is invoiced. To look at your items list go to "Settings" > "Items". SMO will come with a generic item to use for trial purposes. All other items must be imported from QuickBooks Online.
@@ Line 42: / Line 43: @@
 #Click on "Items" to verify that your items have been synced
-'''Creating Lists'''
+==Creating Lists==
 Lists are another important part of SMO that allow you to customize the way you classify your customers and describe the status of jobs. To view your lists go to "Settings" > "Lists" .

← Older revision		Revision as of 21:51, 7 November 2013
Line 1:		Line 1:
	Back to [[SMO]] main page.		Back to [[SMO]] main page.

		+	'Overview'
	Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some standard roles and items in SMO; this is the first step you must take before creating a database of customers and generating work orders, invoices, etc. Without a database of roles and items SMO has limited functionality.		Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some standard roles and items in SMO; this is the first step you must take before creating a database of customers and generating work orders, invoices, etc. Without a database of roles and items SMO has limited functionality.