Difference between revisions of "SME Module Guides"
Jump to navigation
Jump to search
| (68 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
{|style= cellpadding="8" | {|style= cellpadding="8" | ||
|- | |- | ||
| − | |[[File:CustomersIcon.png]] '''Customers Module''' | + | ||[[File:New-customer.png]] |
| − | The Customers module tracks every aspect <br>of your most valuable asset, your customers. | + | '''New Customers Start Here''' |
| + | * QuickStart Guide - High 5 Software Quick Start Guide http://high5software.com/mediawiki/images/f/f9/QuickStart.pdf | ||
| + | * [[Getting Started]] - High 5 Software Getting Started Videos | ||
| + | * [[Welcome to High5 Wiki]] - Your Instant Reference Tool | ||
| + | * [[OpenEdge Payment Integration]] - How to process payments in SME | ||
| + | <br> | ||
| + | [[File:CustomersIcon.png]] '''Customers Module''' | ||
| + | The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers. | ||
* [[Customers]] | * [[Customers]] | ||
* [[Maintenance Contracts]] | * [[Maintenance Contracts]] | ||
* [[Customer Equipment]] | * [[Customer Equipment]] | ||
<br>[[File:InventoryIcon.png]] '''Inventory Module''' | <br>[[File:InventoryIcon.png]] '''Inventory Module''' | ||
| − | <br> | + | <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]] | * [[Inventory]] | ||
* [[Material Allocation]] | * [[Material Allocation]] | ||
| Line 14: | Line 22: | ||
* [[Vendors]] | * [[Vendors]] | ||
* [[Purchase Orders]] | * [[Purchase Orders]] | ||
| + | * [[PO Cost Adjustments]] | ||
* [[Warehouses]] | * [[Warehouses]] | ||
* [[Returns]] | * [[Returns]] | ||
* [[Transfers]] | * [[Transfers]] | ||
* [[Inventory Quantity Reconciliation]]<br> | * [[Inventory Quantity Reconciliation]]<br> | ||
| − | <br>'''Setup | + | <br>'''Setup Modules'''<br> |
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | ||
* [[Company]] | * [[Company]] | ||
| − | * [[ | + | * [[Users]] |
| + | <br>'''Setup Functions'''<br> | ||
| + | These functions help with the direction of SME to assure best practices. | ||
* [[User Groups]] | * [[User Groups]] | ||
| − | * [[ | + | * [[SME Lookup Lists]]<br> |
| + | * [[Default Export to QuickBooks Settings]]<br> | ||
| + | * [[Email Settings]]<br> | ||
* [[User Preferences]]<br> | * [[User Preferences]]<br> | ||
| − | + | ||
| − | <br> | + | <br>'''Dispatching Technicians'''<br> |
| − | <br> | + | Learn about the different ways available to schedule<br>and [[dispatch]] your technicians. |
| − | <br> | + | * [[Dispatch Guide]] |
| − | + | <br><br> | |
| − | <br> | + | |
| − | <br> | + | |
| − | |||
| − | |||
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module''' | |[[File:ServiceOrdersIcon.png]] '''Service and Install Module''' | ||
| − | Create service or install orders for your customers.<br>Also setup recurring service orders. | + | Create [[service or install orders]] for your customers.<br>Also setup recurring service orders. |
* [[Service & Install Orders]] | * [[Service & Install Orders]] | ||
* [[Labor Editor Defaults]] | * [[Labor Editor Defaults]] | ||
* [[Add Items to Orders]] | * [[Add Items to Orders]] | ||
| + | * [[Changing Material Quantities on Orders]] | ||
* [[Discounts]] | * [[Discounts]] | ||
* [[Dispatch Guide]] | * [[Dispatch Guide]] | ||
* [[Recurring Orders]] | * [[Recurring Orders]] | ||
* [[Projects]]<br> | * [[Projects]]<br> | ||
| + | * [[Prepaid Hours]]<br> | ||
* [[Tech Compliance]]<br> | * [[Tech Compliance]]<br> | ||
| + | * [[Lock Taxes]]<br> | ||
<br>[[File:InvoicesIcon.png]] '''Receivables Module''' | <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. | + | <br>Convert service orders to [[invoices]] or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. |
* [[Invoicing]] | * [[Invoicing]] | ||
* [[Editing a Combined Invoice]] | * [[Editing a Combined Invoice]] | ||
| Line 52: | Line 66: | ||
* [[Syncing SME Invoices with QuickBooks]] | * [[Syncing SME Invoices with QuickBooks]] | ||
* [[Batch Print/Email Invoices]]<br> | * [[Batch Print/Email Invoices]]<br> | ||
| + | * [[Late Fees / Finance Charges]]<br> | ||
| + | * [[Post Credit to Invoice]]<br> | ||
<br>[[File:ReportsIcon.png]] '''Reports Module''' | <br>[[File:ReportsIcon.png]] '''Reports Module''' | ||
<br>Learn how to copy a standard report and customize<br>to fit your business | <br>Learn how to copy a standard report and customize<br>to fit your business | ||
| Line 60: | Line 76: | ||
* [[Add TechPortal Signature to Order Report]] | * [[Add TechPortal Signature to Order Report]] | ||
* [[Wrap Description column in Order Item Reports]] | * [[Wrap Description column in Order Item Reports]] | ||
| + | * [[Add Custom Fields to Report]] | ||
* [[Creating Drop Downs for Reports]] | * [[Creating Drop Downs for Reports]] | ||
| − | + | ||
| − | + | ||
| − | |||
| − | |||
|'''SME and QuickBooks Sync''' | |'''SME and QuickBooks Sync''' | ||
| − | Synchronization between SME with QuickBooks<br>for a full business solution | + | Synchronization between SME with [[QuickBooks]]<br>for a full business solution |
* [[SQLink]] | * [[SQLink]] | ||
| + | * [[SQLink Settings]] | ||
* [[SQLink FAQ]] | * [[SQLink FAQ]] | ||
* [[Common SQLink Errors]] | * [[Common SQLink Errors]] | ||
* [[SMP_ Items]] | * [[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>'''Common / Other''' | ||
<br>There are tools in SME you will use throughout<br>all the modules. | <br>There are tools in SME you will use throughout<br>all the modules. | ||
| Line 77: | Line 104: | ||
* [[Stored Documents]]<br> | * [[Stored Documents]]<br> | ||
* [[Custom Tabs and Fields]]<br> | * [[Custom Tabs and Fields]]<br> | ||
| − | |||
| − | |||
| − | |||
* [[Price Books]]<br> | * [[Price Books]]<br> | ||
* [[Notes]]<br> | * [[Notes]]<br> | ||
| Line 87: | Line 111: | ||
* [[Help Desk]]<br> | * [[Help Desk]]<br> | ||
<br>'''Sales Module''' | <br>'''Sales Module''' | ||
| − | <br>Track leads and proposals in the <br>Sales module. | + | <br>Track leads and proposals in the <br>[[Sales module]]. |
* [[Leads]]<br> | * [[Leads]]<br> | ||
* [[Proposals]]<br> | * [[Proposals]]<br> | ||
| − | + | ||
| − | + | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|} | |} | ||
| + | [[File:QuickStart.pdf]] | ||
High 5 Wiki <br> | High 5 Wiki <br> | ||
Latest revision as of 18:12, 12 December 2016
New Customers Start Here
|
 Service and Install Module
Create service or install orders for your customers.
|
SME and QuickBooks Sync
Synchronization between SME with QuickBooks
|
High 5 Wiki
Click the Wiki Books link for a more organized grouping of information.