SME Module Guides: Difference between revisions

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

Revision as of 00:00, 21 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

A complete collection of comprehensive
inventory control tools allowing you to quickly
and easily manage your entire inventory


' Receivables Module

Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.


Common / Other

There are tools in SME you will use throughout
all the modules.




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


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