SME Module Guides: Difference between revisions

Revision as of 23:56, 20 June 2011

Customers Module

The Customers module tracks every aspect
of your most valuable asset, your customers.

Service and Install Module

Create service or install orders for your customers.
Also setup recurring service orders.

SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution

Inventory Module	' Receivables Module	Common / Other
a complete collection of comprehensive inventory control tools allowing you to quickly and easily manage your entire inventory	Convert service orders to invoices or create a new itemized invoice. Setup recurring invoices linked to maintenance contracts.	There are tools in SME you will use throughout all the modules.
* Inventory	* Invoicing	* Activities
* Material Allocation	* Payments	* Stored Documents
* Packages	* Recurring Invoices	* Custom Tabs and Fields
* Services	* Syncing SME Invoices with QuickBooks	* Search Window
* Vendors	* Batch Print/Email Invoices	* Navigate Button
* Returns		* Arrange Grids
* Transfers
* Inventory Quantity Reconciliation

Setup Module	Reports Module	Help Desk Module
Setup SME to fit your business. Setup User Groups, assign usernames and passwords.	Learn how to copy a standard report and customize to fit your business	Track issues and build your knowledge base in the Help Desk module.
* Company	* Duplicating Standard Reports for Custom Use	* Help Desk
* Default Export to QuickBooks Settings		* Issues
* User Groups
* Users
* User Preferences

Customers Module

Service and Install Module

Inventory Module

Receivables Module

Reports Module

Dispatch and Scheduling

Setup Module

Other

Help Desk Module

SME and QuickBooks Sync

High 5 Wiki

Click the Wiki Books link for a more organized grouping of information.

@@ Line 1: / Line 1: @@
-{|
+{|style= cellpadding="8"
-|[[File:CustomersIcon.png]] '''Customers Module'''<br>
-|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br>
-|'''SME and QuickBooks Sync'''<br>
-|-
-|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
-|Create service or install orders for your customers.<br>Also setup recurring service orders.
-|Synchronization between SME with QuickBooks<br>for a full business solution
-|-
-|* [[Customers]]<br>
-|* [[Service & Install Orders]]<br>
-|* [[SQLink]]<br>
-|-
-|* [[Maintenance Contracts]]<br>
-|* [[Recurring Orders]]<br>
-|* [[SQLink FAQ]]<br>
-|-
-|* [[Customer Equipment]]<br>
-|* [[Projects]]<br>
-|* [[Common SQLink Errors]]<br>
-|-
-|
-|* [[Dispatch Guide]]<br>
-|
 |-
+|[[File:CustomersIcon.png]] '''Customers Module'''
+The Customers module tracks every aspect <br>of your most valuable asset, your customers.
+* [[Customers]]
+* [[Maintenance Contracts]]
+* [[Customer Equipment]]
+|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
+Create service or install orders for your customers.<br>Also setup recurring service orders.
+* [[Service & Install Orders]]
+* [[Recurring Orders]]
+* [[Projects]]<br>
+|'''SME and QuickBooks Sync'''
+Synchronization between SME with QuickBooks<br>for a full business solution
+* [[SQLink]]
+* [[SQLink FAQ]]
+* [[Common SQLink Errors]]
+<br>
 |}
 <br>