SME Module Guides: Difference between revisions
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|The Customers module tracks every aspect <br>of your most valuable asset, your customers. | |The Customers module tracks every aspect <br>of your most valuable asset, your customers. | ||
|Create service or install orders for 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> | |* [[Customers]]<br> | ||
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|'''Common / Other''' | |'''Common / Other''' | ||
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| | |a complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory | ||
| | |Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. | ||
| | |There are tools in SME you will use throughout<br>all the modules. | ||
|- | |- | ||
|* [[Inventory]]<br> | |* [[Inventory]]<br> | ||
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|'''Help Desk Module''' | |'''Help Desk Module''' | ||
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| | |Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | ||
| | |Learn how to copy a standard report and customize<br>to fit your business | ||
| | |Track issues and build your knowledge base in the <br>Help Desk module. | ||
|- | |- | ||
|* [[Company]]<br> | |* [[Company]]<br> | ||
Revision as of 23:02, 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. Also setup recurring service orders. |
Synchronization between SME with QuickBooks for a full business solution |
| * 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 |
| 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
- Inventory
- Material Allocation
- Packages
- Services
- Vendors
- Returns
- Transfers
- Inventory Quantity Reconciliation
Receivables Module
- Invoicing
- Payments
- Recurring Invoices
- Syncing SME Invoices with QuickBooks
- Batch Print/Email Invoices
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.