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SME - Setup Module
SME - Setup Module
<br>'''1.''' [[Company - setup]]
<br>For a summary of initial setup steps, see [[SME Setup]]
*'''1.1''' [[Company Information]]
This is an index of various setup pages:
*'''1.2''' [[System]]
# [[Company - setup]]
*'''1.3''' [[Order]]
## [[Company Information]]
*'''1.4''' [[Default Export to QuickBooks Settings]]
## [[System]]
**'''1.4.1''' [[Export Options for Purchase Orders]]
## [[Order]]
**'''1.4.2''' [[Export options for Subcontractors]]
## [[Default Export to QuickBooks Settings]]
**'''1.4.3''' [[Export Options for Inventory Items]]
### [[Export Options for Purchase Orders]]
*'''1.5''' [[Customer Defaults]]
### [[Export options for Subcontractors]]
*'''1.6''' [[Lookup Lists]]
### [[Export Options for Inventory Items]]
*'''1.7''' [[Common Services]]
## [[Customer Defaults]]
*'''1.8''' [[Notifications]]
## [[Lookup Lists]]
*'''1.9''' [[User Groups - setup]]
## [[Common Services]]
**'''1.9.1''' [[User Security Clearances]]
## [[Notifications]]
**'''1.9.2''' [[Administrative Clearances]]
## [[User Groups - setup]]
**'''1.9.3''' [[Tab Settings]]
### [[User Security Clearances]]
'''2.''' [[Users - setup]]
### [[Administrative Clearances]]
*'''2.1''' [[Details and Settings - User]]
### [[Tab Settings]]
*'''2.2''' [[Log]]
# [[Users - setup]]
*'''2.3''' [[Technician Settings]]
## [[Details and Settings - User]]
*'''2.4''' [[Order History]]
## [[Log]]
*'''2.5''' [[Email Settings]]
## [[Technician Settings]]
*'''2.6''' [[Stored Documents - user]]
## [[Order History]]
'''3.''' [[User Preferences]]
## [[Email Settings]]
## [[Stored Documents - user]]
# [[User Preferences]]

Latest revision as of 15:43, 14 June 2016

SME - Setup Module
For a summary of initial setup steps, see SME Setup This is an index of various setup pages:

  1. Company - setup
    1. Company Information
    2. System
    3. Order
    4. Default Export to QuickBooks Settings
      1. Export Options for Purchase Orders
      2. Export options for Subcontractors
      3. Export Options for Inventory Items
    5. Customer Defaults
    6. Lookup Lists
    7. Common Services
    8. Notifications
    9. User Groups - setup
      1. User Security Clearances
      2. Administrative Clearances
      3. Tab Settings
  2. Users - setup
    1. Details and Settings - User
    2. Log
    3. Technician Settings
    4. Order History
    5. Email Settings
    6. Stored Documents - user
  3. User Preferences
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