SME Module Guides: Difference between revisions

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{|
|[[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.
|
|-
|* [[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>
|
|-
|}
<br>
{|
|[[File:InventoryIcon.png]]  '''Inventory Module'''<br>
|'[[File:InvoicesIcon.png]] '''Receivables Module'''<br>
|'''Common / Other'''
|-
|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
|Create service or install orders for your customers.
|
|-
|* [[Inventory]]<br>
|* [[Invoicing]]<br>
|* [[Activities]]<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>
|
|
|-
|}
<br>
{|
|'''Setup Module'''<br>
|[[File:ReportsIcon.png]] '''Reports Module'''
|'''Help Desk Module'''
|-
|The Customers module tracks every aspect <br>of your most valuable asset, your customers.
|Create service or install orders for your customers.
|
|-
|* [[Company]]<br>
|* [[Duplicating Standard Reports for Custom Use]]<br>
|* [[Help Desk]]<br>
|-
|* [[Default Export to QuickBooks Settings]]<br>
|
|* [[Issues]]<br>
|-
|* [[User Groups]]<br>
|
|
|-
|* [[Users]]<br>
|
|
|-
|* [[User Preferences]]<br>
|
|
|-
|}
[[File:CustomersIcon.png]] '''Customers Module'''<br>
[[File:CustomersIcon.png]] '''Customers Module'''<br>
* [[Customers]]<br>
* [[Customers]]<br>

Revision as of 22:49, 20 June 2011

Customers Module
 Service and Install Module
 SME and QuickBooks Sync
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* Customers
 * Service & Install Orders
 * SQLink
* Maintenance Contracts
 * Recurring Orders
 * SQLink FAQ
* Customer Equipment
 * Projects
 * Common SQLink Errors
* Dispatch Guide


Inventory Module
 ' Receivables Module
 Common / Other
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* 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
The Customers module tracks every aspect
of your most valuable asset, your customers. 		Create service or install orders for your customers.
* 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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