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- 21:26, 11 June 2011 diff hist +41 N Search Window - 7.1 Created page with " <videoflash>IkQ4qW04z9E</videoflash>" current
- 21:25, 11 June 2011 diff hist +625 N New way to manage columns on grids Created page with "Throughout SME you will want to rearrange the order of columns on grids. Previous to SME 7.1, to arrange the order of columns you had to drag and drop the column headers in place..." current
- 21:22, 11 June 2011 diff hist +2,130 N User Log in/Log out Tracking Created page with "In SME 7.1 the user interface in User Groups has been changed. File:UserGroupUI.jpg {| style="border-width: medium; border-style: none; border-color: -moz-use-text-color;..." current
- 21:19, 11 June 2011 diff hist +40 Dispatch Window - New features in 7.1 current
- 21:16, 11 June 2011 diff hist +3,258 Inventory Stock Levels current
- 21:09, 11 June 2011 diff hist 0 N File:InvoiceType.jpg current
- 21:08, 11 June 2011 diff hist 0 N File:QuickInvoiceButton.jpg current
- 21:08, 11 June 2011 diff hist +2,364 N Invoicing an Order Created page with "o find the orders that are ready to be invoiced, you will need to search for all closed orders. To find all closed orders: # Select the '''Service''' or '''Install''' mod..." current
- 20:47, 11 June 2011 diff hist 0 N File:Taxes Tab.jpg current
- 20:46, 11 June 2011 diff hist +240 N Taxes tab - order Created page with "View the tax details on the Taxes tab. The Tax Group/Code is assigned in the customer record. When you create an order for a customer, the TaxGroup/Code will be populated by what..." current
- 19:29, 11 June 2011 diff hist -124 Customer Information Tab - orders current
- 19:28, 11 June 2011 diff hist +3,094 N Customer Information Tab - orders Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv..."
- 19:28, 11 June 2011 diff hist 0 N File:CustomerInformation.jpg current
- 19:17, 11 June 2011 diff hist +973 N Creating Order Templates Created page with "If you find that you are creating the same service or install order frequently, you may want to create a template for the order to save time. '''Create the template:''' # ..." current
- 19:16, 11 June 2011 diff hist 0 N File:Template.jpg current
- 17:43, 11 June 2011 diff hist +7 Closing an Order current
- 17:41, 11 June 2011 diff hist +1,789 N Closing an Order Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te..."
- 17:21, 11 June 2011 diff hist +233 N Projects Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost..."
- 17:07, 11 June 2011 diff hist 0 N File:SelectStock.jpg current
- 17:07, 11 June 2011 diff hist 0 N File:SelectSerializedItem.jpg current
- 17:06, 11 June 2011 diff hist 0 N File:POLinkStatus.jpg current
- 17:05, 11 June 2011 diff hist 0 N File:FlatView.jpg current
- 17:04, 11 June 2011 diff hist +1 Check Available Stock for Material On Orders current
- 16:55, 11 June 2011 diff hist +4,040 N Check Available Stock for Material On Orders Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab..."
- 02:24, 11 June 2011 diff hist +585 N Adding Orders to a Project Created page with "You can either add orders to a project from the project or from the order. First click New to create a new project, and then you can add orders. '''Add from the order''' # ..." current
- 02:21, 11 June 2011 diff hist 0 N File:IncludedInstallation.jpg current
- 02:20, 11 June 2011 diff hist 0 N File:Project Details.jpg current
- 02:20, 11 June 2011 diff hist +3,024 N Project Tab Overview Created page with "<h3>Details and Settings tab</h3> Here you can type a name and description for the project and assign a Project Manager. File:Project_Details.jpg <h3>Totals tab</h3> At..." current
- 02:07, 11 June 2011 diff hist 0 N File:PrintOrder.jpg current
- 02:06, 11 June 2011 diff hist +416 N Print Service or Install Order Created page with "1. In the service or install order, click '''Print/Email'''. <br>2. In the list that displays, everything above the horizontal line are reports you can print. SME has..." current
- 02:04, 11 June 2011 diff hist +673 N Recurring Order Created page with "Recurring orders will generate automatic service orders for labor, material or services. Recurring orders provide flexibility for handling inspection type work or frequent recurr..."
- 01:57, 11 June 2011 diff hist -62 Create a Recurring Order current
- 01:54, 11 June 2011 diff hist 0 N File:OnStartup REcurringOrder.jpg current
- 01:53, 11 June 2011 diff hist 0 N File:RecurringOrderRules.jpg current
- 01:53, 11 June 2011 diff hist +1,473 N Create a Recurring Order Created page with "# In the Service & Install module, click Recurring Order. # Click '''New''' and select the customer the order is for. # In the '''Order Summary''', type a descr..."
- 01:47, 11 June 2011 diff hist 0 N File:ProcessREcurringOrder.jpg current
- 01:47, 11 June 2011 diff hist +959 N Processing a Recurring Order Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup” <br>1. Click '''Preferences'''. <br>2. Select th..." current
- 01:42, 11 June 2011 diff hist +883 N View Recurring Order History Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus..." current
- 01:41, 11 June 2011 diff hist 0 N File:PrepaidHoursTAb.jpg
- 01:40, 11 June 2011 diff hist 0 N File:ViewROHisotry.jpg current
- 01:39, 11 June 2011 diff hist 0 N File:PrepaidServiceItems.jpg
- 01:39, 11 June 2011 diff hist 0 N File:ViewROHistory cust.jpg current
- 01:35, 11 June 2011 diff hist 0 N File:PrepaidServicesWindow.jpg current
- 01:35, 11 June 2011 diff hist +1,891 N Prepaid Services and Hours Created page with "<span style="color:#ED872D"> '''Prepaid Hours''' </span> If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab..."
- 01:24, 11 June 2011 diff hist -1 Activities tab - orders current
- 01:23, 11 June 2011 diff hist +1,891 N Activities tab - orders Created page with "Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the Activities tab, you can see a list of all activitie..."
- 01:19, 11 June 2011 diff hist 0 N File:ACtivitiesTab.jpg current
- 01:13, 11 June 2011 diff hist +953 N Stored Documents - orders Created page with "On the Stored Documents tab you can link documents related to the order. '''To link a new document''', first make sure the document is saved. Your SME Administrator may have a s..." current
- 01:13, 11 June 2011 diff hist 0 N File:Button1.jpg current
- 01:01, 11 June 2011 diff hist 0 N File:RatesAndAssignments.jpg current
- 01:01, 11 June 2011 diff hist +8,101 N Rates and Assignments -orders Created page with "File:RatesAndAssignments.jpg {| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1" | style="width: 90.9pt; border-width: 1pt medium; bor..." current
- 00:58, 11 June 2011 diff hist +974 Order Items
- 00:41, 11 June 2011 diff hist +1 Order Items
- 00:41, 11 June 2011 diff hist +3,621 N Order Items Created page with "On the Order Items tab, you can add labor, materials and services to your order. On this tab, you can hide service, material or labor items from showing on the printed order. You..."
- 00:01, 11 June 2011 diff hist 0 N File:ItemRepair.jpg current
- 00:00, 11 June 2011 diff hist 0 N File:OrdersTotalsTab.jpg
- 23:59, 10 June 2011 diff hist +928 N Item Repair Created page with "In SME, you can create an order to repair equipment at the customer site. If your customer doesn’t have any equipment yet on site, then you won’t use this tab yet. <br>1. ..." current
- 23:56, 10 June 2011 diff hist +346 N Totals Tab - Orders Created page with "On the Totals tab you can see a summary of all your labor, service and material charges. Also included in the total are taxes, trip and freight charges, and prepaid amount used. ..." current
- 23:54, 10 June 2011 diff hist 0 N File:ServicesPerformed1.jpg current
- 23:53, 10 June 2011 diff hist +1 Work Requested current
- 23:52, 10 June 2011 diff hist 0 N File:ServicesRequested.jpg current
- 23:50, 10 June 2011 diff hist 0 N File:CommonServices.jpg current
- 23:50, 10 June 2011 diff hist +882 N Work Requested Created page with "There are two sides to the Work Requested tab. On the Services Requested side, the left side, type the services your customer is requesting. This is information your technician w..."
- 23:43, 10 June 2011 diff hist 0 N File:OrderOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:TextOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:OrderItemsTab.jpg
- 23:41, 10 June 2011 diff hist 0 N File:LaborEditor.jpg current
- 21:43, 10 June 2011 diff hist -2 Details and Settings Tab - Orders current
- 21:41, 10 June 2011 diff hist +2,578 N Details and Settings Tab - Orders Created page with "The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields. [[..."
- 21:41, 10 June 2011 diff hist 0 N File:DetailsAndSettings.jpg current
- 21:36, 10 June 2011 diff hist +1,062 N Create a New Service or Install Order Created page with "You can create a new order from a customer record or directly in the Service or Install module. If you need to create an order for a new customer, first create the customer recor..." current
- 21:33, 10 June 2011 diff hist 0 N File:New Menu.jpg current
- 21:32, 10 June 2011 diff hist 0 N File:Locate+Instance.jpg current
- 21:31, 10 June 2011 diff hist 0 N File:Action New.jpg current
- 21:19, 10 June 2011 diff hist 0 File:ServiceAndInstall1.jpg uploaded a new version of "File:ServiceAndInstall1.jpg" current
- 21:18, 10 June 2011 diff hist +1,790 N Service and Install Module Overview Created page with "The service or install order records the location of the job, specifies the work to be completed and includes products, services or labor hours required for the job. The order wi..." current
- 19:45, 10 June 2011 diff hist +330 Views
- 19:26, 10 June 2011 diff hist +6 Roles current
- 19:24, 10 June 2011 diff hist +61 Roles
- 19:21, 10 June 2011 diff hist +5 Roles
- 19:20, 10 June 2011 diff hist +203 Roles →Summary of Roles
- 19:13, 10 June 2011 diff hist 0 N File:Locate Instance.bmp current
- 19:13, 10 June 2011 diff hist +2,858 N Simple Batch Backup for SME Created page with "<span style="font-family: "Verdana","sans-serif"; font-size: 14pt;">Simple Batch Backup for SME</span> Copying SME database files to a backup folder with W..." current
- 18:59, 10 June 2011 diff hist +35 Welcome to High5 Wiki
- 18:33, 10 June 2011 diff hist -2 Calculate Finance Charge
- 18:31, 10 June 2011 diff hist 0 N File:Customer FinanceCharge.jpg
- 18:30, 10 June 2011 diff hist 0 N File:Utilities generateFinanceCharge.jpg current
- 18:29, 10 June 2011 diff hist 0 N File:SetDefaultFinanceCharge.jpg
- 18:28, 10 June 2011 diff hist 0 N File:LateFeesField.jpg current
- 18:27, 10 June 2011 diff hist +3,744 N Calculate Finance Charge Created page with "In order to apply a finance charge on an invoice, you need to enter a finance charge % on the customer record. When you enter a new customer in SME, you can enter the finance cha..."
- 18:10, 10 June 2011 diff hist 0 N File:EnterDepositForCustomer.jpg current
- 18:08, 10 June 2011 diff hist 0 N File:ApplyPrepayment.jpg current
- 18:08, 10 June 2011 diff hist +1,012 N Apply Deposit to Invoice Created page with "If a customer has a deposit on account, you can apply the deposit to an invoice. File:DepositOnAccount.jpg '''Enter a deposit for a customer''' # Go to the cust..."
- 14:14, 10 June 2011 diff hist +1,301 N Credits Entered in QuickBooks Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..." current
- 14:14, 10 June 2011 diff hist 0 N File:AvailableCreditWindow.png current
- 14:13, 10 June 2011 diff hist 0 N File:CreateCredit.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnINvoice Image1.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnInvoice Image2.png current
- 14:11, 10 June 2011 diff hist 0 N File:CreditREtained Image3.png current
- 13:58, 10 June 2011 diff hist +33 Post Credit to Invoice
- 13:57, 10 June 2011 diff hist 0 N File:AppliedCredit.jpg current
- 13:56, 10 June 2011 diff hist 0 N File:CreditAmount.jpg current
- 13:45, 10 June 2011 diff hist +1,004 N Post Credit to Invoice Created page with "If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click Credits Entered in QuickBooks to see how the QB Credit syncs to SME. If you a..."
- 13:35, 10 June 2011 diff hist +12 Statement current
- 13:35, 10 June 2011 diff hist +449 N Statement Created page with "To email your customer a statement, click Actions > Statement. Your customer will receive an email from you with an invoice attached summarizing the balance due. [[File:Stat..."
- 13:35, 10 June 2011 diff hist 0 N File:Statement.jpg current
- 13:31, 10 June 2011 diff hist +599 N Void Invoice Created page with "Click '''Action''' > '''Void Invoic'''e to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to close..." current
- 13:31, 10 June 2011 diff hist 0 N File:VoidedInvoice Uncheck.jpg current
- 13:29, 10 June 2011 diff hist -15 Batch Print Invoices current
- 13:28, 10 June 2011 diff hist +1,237 N Batch Print Invoices Created page with "SME’s batch print utility will find all invoices added to batch print and print those invoices all at once. '''Setup Batch Print Invoice Template ''' Before you can batch pri..."
- 13:28, 10 June 2011 diff hist 0 N File:AddToBatchPrint.jpg current
- 13:28, 10 June 2011 diff hist 0 N File:BatchPrintInvoice.jpg current
- 13:27, 10 June 2011 diff hist 0 N File:SetupBatchPrint.jpg current
- 13:21, 10 June 2011 diff hist -2 Past Due Notice current
- 13:20, 10 June 2011 diff hist +44 Past Due Notice
- 13:18, 10 June 2011 diff hist +907 N Past Due Notice Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."
- 13:18, 10 June 2011 diff hist 0 N File:PastDueTemplate.jpg current
- 13:13, 10 June 2011 diff hist +377 N Update Customer and Billing Address Created page with "If you change the address on the site tab or billing tab for a customer record, the address on the invoice won’t automatically be updated. To update the customer address (site ..." current
- 13:13, 10 June 2011 diff hist 0 N File:Actions RefreshFromCustomer.jpg current
- 13:11, 10 June 2011 diff hist +1,792 N Change the Invoice Billing Address or Company Created page with "<h3>Change the billing company on an invoice</h3> # Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..." current
- 13:03, 10 June 2011 diff hist +23 Search Invoices current
- 13:00, 10 June 2011 diff hist +2,617 N Search Invoices Created page with "The search functionality is the same throughout SME. You can search invoices the same way you can search orders, customers and leads. You can choose which columns you are viewing..."
- 13:00, 10 June 2011 diff hist 0 N File:Searchwindow OpenInvoices.jpg current
- 12:59, 10 June 2011 diff hist 0 N File:SearchOpenInvoices.jpg current
- 12:07, 10 June 2011 diff hist +798 N Email or Print Invoice Created page with "Once the invoice is created it should be immediately sent to the customer. # Go to the invoice. # Click '''Print/Email'''. # In the menu, everything above the ..."
- 12:07, 10 June 2011 diff hist 0 N File:ReportAvailability.jpg current
- 11:38, 10 June 2011 diff hist 0 N File:PrintInvoice.jpg current
- 02:15, 10 June 2011 diff hist +894 N Syncing SME Invoices with QuickBooks Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: <br>1. Go to '''Setup''' module > '''Company''' > '''Order..."
- 02:15, 10 June 2011 diff hist 0 N File:DefaultExportNewInvoices.jpg current
- 02:14, 10 June 2011 diff hist 0 N File:ExportToQuickBooks.jpg current
- 02:10, 10 June 2011 diff hist +15 Batch Print/Email Invoices
- 02:08, 10 June 2011 diff hist +39 Batch Print/Email Invoices
- 02:05, 10 June 2011 diff hist 0 Invoice Numbers in SME and QuickBooks
- 02:03, 10 June 2011 diff hist 0 N File:OrderDefaults NextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoicenumberChecked.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist +2,854 N Invoice Numbers in SME and QuickBooks Created page with "When setting up SME to sync with QuickBooks, you have to decide how you want invoice numbers to sync. # Open '''SQLink'''. # Click '''File''' > '''Setup'''. # Locate ''..."
- 01:54, 10 June 2011 diff hist +1,515 N Invoicing Orders Created page with "To find the orders that are ready to be invoiced, you will need to search for all closed orders. '''To find all closed orders:''' <br>1. Select the Service or Install modu..." current
- 01:53, 10 June 2011 diff hist 0 N File:SearchClosedOrders.jpg current
- 01:53, 10 June 2011 diff hist 0 N File:QuickInvoice.jpg current
- 01:47, 10 June 2011 diff hist +8 Recurring current
- 01:46, 10 June 2011 diff hist 0 N File:NextInvoiceDate.jpg current
- 01:46, 10 June 2011 diff hist 0 N File:GenerateRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:OnStartupRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:RecurringInvoiceDates.jpg current
- 01:42, 10 June 2011 diff hist +4,397 N Recurring Created page with "The Recurring section of the Receivables module allows you to setup rules for SME to generate an invoice on a regular basis. For example, use recurring invoices if you send out q..."
- 00:40, 10 June 2011 diff hist 0 N File:Payments Disbursements.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:PaymentStatus.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:Payments.jpg
- 00:38, 10 June 2011 diff hist 0 N File:ConfirmPayment.jpg current
- 00:38, 10 June 2011 diff hist 0 N File:Payment DetailsSettins.jpg current
- 00:38, 10 June 2011 diff hist +2,608 N Payments Created page with "You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered ei..."
- 00:27, 10 June 2011 diff hist 0 N File:PercentOfFixedtotal.jpg current
- 00:27, 10 June 2011 diff hist 0 N File:FixedTotalPlaceholder.jpg current
- 00:26, 10 June 2011 diff hist +1,719 N Invoice a percent of a fixed invoice Created page with "If you setup a fixed invoice and you are ready to invoice the order, a fixed invoice will invoice the total order. If you need to invoice a percentage of a fixed amount, you will..." current
- 00:21, 10 June 2011 diff hist +338 N Invoice Type - $ - Dollar Amount Created page with "When generating an invoice for an order with $-Dollar Amount invoice type, you will be prompted to enter the dollar amount you want to convert to an invoice. SME will allow gener..." current
- 00:20, 10 June 2011 diff hist 0 N File:DollarAmountInvoice.jpg current
- 00:18, 10 June 2011 diff hist +185 N Invoice Type - % of Total Created page with "When generating an invoice for an order with % of Total Invoice Type, you will be prompted to enter the percent of the balance you want to convert. [[File:PercentOfTotalInvoic..."
- 00:18, 10 June 2011 diff hist 0 N File:PercentOfTotalInvoice.jpg
- 00:04, 10 June 2011 diff hist +1,095 N Invoice Type - Combined Created page with "This converts the entire order to a combined invoice. This is a good option for good tracking because all the details are in the order rather than replicated on the invoice. Belo..."
- 23:58, 9 June 2011 diff hist 0 N File:AddServiceToCombinedInvoice.jpg current
- 23:58, 9 June 2011 diff hist 0 N File:CombinedInvoice.jpg current
- 23:55, 9 June 2011 diff hist +1,127 N Invoice Type - Fixed Total Created page with "If you choose the invoice type of Fixed Total on an order, you can enter a fixed amount for material, labor and services. When you choose Fixed Total invoice type, SME adds an ad..." current
- 23:53, 9 June 2011 diff hist 0 N File:FixedRates.jpg current
- 23:52, 9 June 2011 diff hist +325 N Invoice Type - Itemized Created page with "Converting an order to an Itemized Invoice will duplicate all the items on the invoice for further editing, providing more flexibility in changing the invoice after it’s create..." current
- 23:52, 9 June 2011 diff hist 0 N File:ItemizedInvoice.jpg current
- 23:51, 9 June 2011 diff hist +1,058 N Invoice Type - Partial Created page with "Selecting the invoice type of Partial allows you to select individual items on the order to include on the invoice. Generate multiple invoices for the order until all items on th..."
- 23:51, 9 June 2011 diff hist 0 N File:PartialInvoice.jpg current
- 23:48, 9 June 2011 diff hist 0 N File:INvoiceTypes.jpg current
- 23:47, 9 June 2011 diff hist +153 N Types of Invoices Created page with "When creating a service or install order, select the Invoice Type. The type you select will change how the order is invoiced. File:INvoiceTypes.jpg" current
- 23:46, 9 June 2011 diff hist 0 N File:Invoice DetailsSettings.jpg current
- 23:44, 9 June 2011 diff hist +1,027 N Details and Settings tab - Invoice Created page with " File:invoice_DetailsSettings.jpg '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. '''Reference #''' - The order number the i..." current
- 23:39, 9 June 2011 diff hist +6,469 N Invoice Overview Created page with "The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. Below are the different sections..." current
- 23:37, 9 June 2011 diff hist 0 N File:InvoiceOverview.jpg current
- 23:35, 9 June 2011 diff hist +4 Receivables Module Overview current
- 23:35, 9 June 2011 diff hist +5 Receivables Module Overview
- 23:34, 9 June 2011 diff hist +939 N Receivables Module Overview Created page with "File:ReceivablesModule.jpg SME is not an accounting program since it does not handle accounts payable and general ledger, however it does handle Accounts Receivable functio..."
- 23:34, 9 June 2011 diff hist 0 N File:ReceivablesModule.jpg current
- 23:30, 9 June 2011 diff hist +548 N Searching Help Desks and Issues Created page with "To search the contents of the knowledge base, click Help Desk at the top of SME (circled below). File:HelpDesk.jpg <br>1. In the '''Help Desk''' window (shown ab..." current
- 23:23, 9 June 2011 diff hist 0 N File:HelpDesk Browse.jpg current
- 23:22, 9 June 2011 diff hist +6,428 N Issues Created page with "In this module you can enter issues your customers are having. If you are using WebConnect, your customers can enter their own issues and the issue will populate '''Help Desk > I..." current
- 23:22, 9 June 2011 diff hist 0 N File:HelpDesk Activities.jpg current
- 23:21, 9 June 2011 diff hist 0 N File:HelpDesk Service.jpg current
- 23:13, 9 June 2011 diff hist 0 N File:HelpDesk Issues.jpg current
- 23:01, 9 June 2011 diff hist +258 N Sales Help Desk Created page with "Sales Help Desk is the same as Help Desk. It gives you an area for you to enter articles separate from the Help Desk. Here you can enter articles that may be relevant to a certai..." current
- 22:59, 9 June 2011 diff hist 0 N File:HelpDesk DetailsSettings.jpg current
- 22:58, 9 June 2011 diff hist 0 N File:HelpDesk Search.jpg current
- 22:57, 9 June 2011 diff hist +1,428 N Help Desk Created page with "In Help Desk, you can enter articles about common problems and solutions to build up your knowledge base. You can then search this knowledge base to quickly reference the problem..."
- 22:51, 9 June 2011 diff hist 0 N File:HelpDesk.jpg current
- 22:51, 9 June 2011 diff hist +476 N Help Desk Module Created page with "The Help Desk module provides a way for you to collect knowledge in the Help Desk and to collect issues from your customers. Issues can be converted to a service order or proposa..." current
- 22:48, 9 June 2011 diff hist +39 N Searching Tips in SME 7.0 Created page with " <videoflash>W-MtmhSa8oE</videoflash>" current
- 22:47, 9 June 2011 diff hist +966 N Arrange Grids Created page with "Throughout SME you have tabs with columns of information as shown in the image below. You can arrange the columns in the order you want, remove columns from the grid, and resize ..." current
- 22:46, 9 June 2011 diff hist 0 N File:GridOnTab.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:ARrangeColumnOrder.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:Resizecolumn.jpg current
- 22:37, 9 June 2011 diff hist +1,239 N Navigate Created page with "Click Navigate in the different modules to quickly go to a record. File:Navigate(1).jpg <br><span style="color:orange"> 1 </span> - '''GoTo''' - quickly go to a record..." current
- 22:36, 9 June 2011 diff hist 0 N File:SelectSortOrder.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:NextPrior.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:Navigate(1).jpg current
- 22:02, 9 June 2011 diff hist -1 User Preferences
- 22:01, 9 June 2011 diff hist 0 User Preferences
- 22:00, 9 June 2011 diff hist +2,444 N User Preferences Created page with "Preferences is not found in the Setup Module, but you will need to visit it when you are setting up your users. This is where you will set up each user email settings, set up “..."
- 21:58, 9 June 2011 diff hist 0 N File:GeneralPreferences.jpg current
- 21:58, 9 June 2011 diff hist 0 N File:OnStartup.jpg current
- 21:57, 9 June 2011 diff hist 0 N File:Preferences.jpg current
- 21:56, 9 June 2011 diff hist 0 N File:ADvancedDispatch.jpg
- 21:55, 9 June 2011 diff hist 0 N File:EmailPreferences.jpg
- 21:30, 9 June 2011 diff hist 0 N File:StoredDocumentsUser.jpg current
- 21:30, 9 June 2011 diff hist +788 N Stored Documents - user Created page with "On this tab you can link files assocaited with this user. File:StoredDocumentsUser.jpg '''To link a new file:''' <br>1. Click '''New'''. <br>2. Click [[Fil..." current
- 21:24, 9 June 2011 diff hist +129 N Email Settings Created page with "In the User account there is an Email Settings tab. It is recommended that you setup your user’s email settings in Preferences."
- 21:23, 9 June 2011 diff hist +349 N Order History Created page with "This tab will only be available if Is Technician is check on the Details and Settings tab for the user. Select the Order History tab to view the history of orders the technician ..." current
- 21:23, 9 June 2011 diff hist 0 N File:OrderHistory Technician.jpg current
- 21:19, 9 June 2011 diff hist +3,737 N Technician Settings Created page with "This tab will only be available if '''Is Technician''' is check on the '''Details and Settings''' tab for the user. This is where you will set up their default wage and service i..." current
- 21:19, 9 June 2011 diff hist 0 N File:Rate Cost.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Techniciansettingstab small.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Wage ServiceItems.jpg current
- 21:17, 9 June 2011 diff hist 0 N File:PayrollItems.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:LaborEditor costPrice.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:ConflictMessage.jpg current
- 21:06, 9 June 2011 diff hist 0 N File:LogTab.jpg current
- 21:05, 9 June 2011 diff hist +190 N Log Created page with "The log tab will show you when your user logged in and logged out of SME. To export the log to Excel, right click on the grid column header and select Export to Excel. [[File:..." current
- 21:01, 9 June 2011 diff hist +1,193 N Details and Settings - User Created page with "On the Details and Settings tab you will assign the user to a user group, assign a log in name and password and decide if the user is a salesperson if they are a technician. [..."
- 21:01, 9 June 2011 diff hist 0 N File:DetailsAndSettings User.jpg
- 20:55, 9 June 2011 diff hist +685 N Users - setup Created page with "left In the Setup module, select Users to create users, assign login passwords, setup technician information, view technician history and more. If yo..."
- 20:55, 9 June 2011 diff hist 0 N File:Users setup.jpg current
- 20:51, 9 June 2011 diff hist +394 N Tab Settings Created page with "Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab. <br><span style="color:orang..." current
- 20:50, 9 June 2011 diff hist 0 N File:TabSettingsTab.jpg current
- 18:45, 9 June 2011 diff hist +30 Administrative Clearances current
- 18:44, 9 June 2011 diff hist 0 N File:AdministrativeClearancesTab.jpg
- 18:43, 9 June 2011 diff hist +2,106 N Administrative Clearances Created page with "On the Administrative Clearances tab you will assign various administrative permissions to a user group such as the ability to delete order, edit order, view costs and totals etc..."
- 18:42, 9 June 2011 diff hist 0 N File:CompanyDefaults.jpg current
- 18:32, 9 June 2011 diff hist +764 N User Security Clearances Created page with "On the User Security Clearances tab you assign read, write, and report access to the modules in SME. Select the module and check Read, Write, or Report Access. * '''Read Ac..." current
- 18:31, 9 June 2011 diff hist 0 N File:UserSecurityClearancesTab.jpg current
- 18:27, 9 June 2011 diff hist +886 N User Groups - setup Created page with "Each user group has permissions within SME. Assign users to a user group and the user will inherit the permissions assigned in the group. Examples of different user groups you ca..." current
- 18:27, 9 June 2011 diff hist 0 N File:UserGroupTabs.jpg current
- 17:29, 9 June 2011 diff hist +2,412 N Notifications Created page with "Notifications can be set for special customers. Special can either be good or bad. For example, set notifications on customers that are behind on their balance so that no additio..." current
- 17:29, 9 June 2011 diff hist 0 N File:AssignNotification.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotificationAlert.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotifyTypes.jpg current
- 17:18, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +1 Common Services
- 17:16, 9 June 2011 diff hist +1,374 N Common Services Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."
- 16:38, 9 June 2011 diff hist +8 Lookup Lists
- 16:37, 9 June 2011 diff hist +19 Lookup Lists
- 16:33, 9 June 2011 diff hist +2,153 N Lookup Lists Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Numbered(1).jpg current
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Add Edit Delete.jpg current
- 16:20, 9 June 2011 diff hist +4 Customer Defaults current
- 16:18, 9 June 2011 diff hist +4 Customer Defaults
- 16:18, 9 June 2011 diff hist +1,166 N Customer Defaults Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."
- 16:06, 9 June 2011 diff hist 0 N File:SQlink InventoryItems.jpg current
- 16:06, 9 June 2011 diff hist 0 N File:Inventory LinkOptions.jpg current
- 16:05, 9 June 2011 diff hist -14 Export Options for Inventory Items current
- 16:02, 9 June 2011 diff hist +2,114 N Export Options for Inventory Items Created page with "Inventory is managed in one of two ways when SME is syncing with QuickBooks: <br>· As SME Only Inventory – Items are maintained in SME and inventory Cost of Goods, In..."
- 15:55, 9 June 2011 diff hist 0 N File:DefaultExportInventoryOption.jpg current
- 15:50, 9 June 2011 diff hist +1,193 N Export options for Subcontractors Created page with "When you add a service item to an order and add a subcontractor to the service, SME can either export a bill for the subcontractor in QuickBooks for the cost of the service item,..." current
- 15:50, 9 June 2011 diff hist 0 N File:SubcontractorExportOptions.jpg current
- 15:49, 9 June 2011 diff hist 0 N File:SubcontractorBill.jpg current
- 15:48, 9 June 2011 diff hist 0 N File:SubContractorOnServiceItem.jpg current
- 15:43, 9 June 2011 diff hist +1,300 N Export Options for Purchase Orders Created page with "Check one of the next two options for how SME exports purchase orders to QuickBooks: File:POExportOptions.jpg '''Default Export for New POs''' – If checked, purchase or..." current
- 15:42, 9 June 2011 diff hist 0 N File:SQLink PO.jpg current
- 15:36, 9 June 2011 diff hist 0 N File:POExportOptions.jpg current
- 15:35, 9 June 2011 diff hist +5 Default Export to QuickBooks Settings
- 15:34, 9 June 2011 diff hist +794 N Default Export to QuickBooks Settings Created page with "If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. File:QBExportDefaults.jpg '''Default Export for New Invoices''' – If ch..."
- 15:33, 9 June 2011 diff hist 0 N File:QBExportDefaults.jpg current
- 15:30, 9 June 2011 diff hist +1,156 N Order Created page with "The Order Defaults section in the Setup Module where you will set various defaults such as colors associated with orders, beginning order and invoice numbers, finance charge past..." current
- 15:30, 9 June 2011 diff hist 0 N File:DispatchColors.jpg current
- 15:29, 9 June 2011 diff hist 0 N File:NextOrderNumbers.jpg current
- 15:25, 9 June 2011 diff hist +3,804 N System Created page with "The System Defaults section is where you will set password requirements, technician work hours for dispatch, and various settings and defaults described below. [[File:System.jp..."
- 15:25, 9 June 2011 diff hist 0 N File:CWCode.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:System.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:OverviewButton.jpg current
- 15:14, 9 June 2011 diff hist +1,091 N Company Information Created page with "In this section, you need to add your address and company contact information, upload a logo, select your fiscal year starting date and select SME colors. '''Address Information..." current
- 15:14, 9 June 2011 diff hist 0 N File:CompanyInformation.jpg current
- 15:14, 9 June 2011 diff hist 0 N File:Colors.jpg current
- 15:08, 9 June 2011 diff hist +1,502 N Company - setup Created page with "left In the Setup module, select '''Company''' to setup user groups, customize lookup lists (drop down values), set customer defaults and more. <u>S..." current
- 15:03, 9 June 2011 diff hist 0 N File:Company setup.jpg current
- 15:03, 9 June 2011 diff hist 0 N File:'CompanySetupNextButton.jpg current
- 14:55, 9 June 2011 diff hist +4 Review Recurring Invoice for Contract current
- 14:54, 9 June 2011 diff hist 0 N File:Recurring DetailsSettings.jpg current
- 14:53, 9 June 2011 diff hist +1,580 N Review Recurring Invoice for Contract Created page with "The maintenance contract created for your customer has invoicing settings. Once the maintenance contract is saved, SME will generate a recurring invoice for the customer. This re..."
- 14:48, 9 June 2011 diff hist +17 Processing Recurring Invoice for Contract current
- 14:47, 9 June 2011 diff hist +2,555 N Processing Recurring Invoice for Contract Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."
- 14:47, 9 June 2011 diff hist 0 N File:GenerateRecurringInvoice.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:GridColumns.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:OnStartup RecurringInvoice.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:RecurringSearchview.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:SearchView NextInvoiceDate.jpg current
- 14:24, 9 June 2011 diff hist +1,099 N Customer Equipment on Contract Created page with "When viewing your customer equipment, you can see if the equipment is covered on a maintenance contract, see the contract expiration date, and see the SLA category the equipment ..." current
- 14:23, 9 June 2011 diff hist 0 N File:Customerequipment maintenancetab2.jpg current
- 14:18, 9 June 2011 diff hist +1,096 N Customer Equipment- Customers Created page with "SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your c..." current
- 14:18, 9 June 2011 diff hist 0 N File:CustomerEquipmentTree.jpg current
- 14:17, 9 June 2011 diff hist 0 N File:InventoryItem AddToCustEQ.jpg current
- 14:10, 9 June 2011 diff hist +7 Customer Equipment Details current
- 14:05, 9 June 2011 diff hist +30 Customer Equipment Details
- 13:59, 9 June 2011 diff hist 0 N File:CustomerEQ ItemDetails.jpg current
- 13:58, 9 June 2011 diff hist 0 N File:CustEQ MaintenanceTab.jpg current
- 13:57, 9 June 2011 diff hist 0 N File:CustEQ Transaction.jpg current
- 13:57, 9 June 2011 diff hist +3,501 N Customer Equipment Details Created page with "Double click on any equipment in the Customer Equipment list to see the equipment details such as serial number, repair history and set the maintenance expiration. '''Item Deta..."
- 13:10, 9 June 2011 diff hist -13 Technician Work Groups current
- 13:09, 9 June 2011 diff hist 0 N File:LAborEidtorWorkGroup.jpg current
- 13:08, 9 June 2011 diff hist 0 N File:FilterByWorkGroup.jpg current
- 13:08, 9 June 2011 diff hist +1,253 N Technician Work Groups Created page with "A work group is a group of users that can perform a specific function (ie: electricians, welders, repair) or technicians that work in a geographical area. Work groups are used in..."
- 13:03, 9 June 2011 diff hist +1,028 N Ordering Techs on Dispatch Created page with "You can arrange the order in which your technicians display along the top of the Day Planner tab. File:DayPlannerOrder.jpg # Go to the '''Setup''' module > '''Users'..." current
- 13:03, 9 June 2011 diff hist 0 N File:DayPlannerOrder.jpg
- 13:02, 9 June 2011 diff hist 0 N File:SubTechRating.jpg current
- 13:01, 9 June 2011 diff hist 0 N File:TechnianSettings TechRating.jpg current
- 12:17, 9 June 2011 diff hist 0 N File:LayoutDropdown.jpg
- 12:15, 9 June 2011 diff hist 0 N File:SaveLayout.jpg current
- 12:14, 9 June 2011 diff hist 0 N File:SaveLayoutLg.jpg
- 12:13, 9 June 2011 diff hist 0 N File:SaveLayoutName.jpg current
- 12:11, 9 June 2011 diff hist 0 N File:X.jpg current
- 12:11, 9 June 2011 diff hist +1,313 N Dispatch Layouts Created page with "In dispatch there may be tabs you don’t use, such as the vehicles tab, technician’s tab, invoices tab and proposals tab. You can setup different layouts in SME showing you th..." current
- 21:54, 8 June 2011 diff hist +293 N Link between dispatch and the labor tab Created page with "When you add an order to your technician’s calendar in dispatch, a labor line item is added to the Labor tab on the order. It works the other way as well. In an order, if you g..." current
- 21:54, 8 June 2011 diff hist 0 N File:Link.jpg current
- 21:51, 8 June 2011 diff hist +1,304 N Scheduling Orders on Dispatch Created page with "Drag an order from the tabs at the bottom of dispatch and drop it on the dispatch board. *NOTE* When you drag an order onto a tech’s schedule, a labor item is added to the ord..." current
- 21:51, 8 June 2011 diff hist 0 N File:DragOnDispatch.jpg
- 21:51, 8 June 2011 diff hist 0 N File:Reschedule.jpg
- 21:45, 8 June 2011 diff hist +2,085 N Order Tabs Created page with "The tabs at the bottom of dipsatch show you open service orders, open install orders, open invoices, open proposals, as well as unscheduled orders (orders that don't have a tech ..." current
- 21:43, 8 June 2011 diff hist 0 N File:DragColumns.jpg current
- 21:43, 8 June 2011 diff hist 0 N File:ColumnMgmtLarge.jpg current
- 21:42, 8 June 2011 diff hist 0 N File:FilterGrid.jpg current
- 21:41, 8 June 2011 diff hist 0 N File:OrderTabs.jpg
- 21:41, 8 June 2011 diff hist 0 N File:ColumnMgmtDisplay.jpg current
- 21:40, 8 June 2011 diff hist 0 N File:ApplyView.jpg current
- 21:40, 8 June 2011 diff hist 0 N File:ColumnMgmt.jpg current
- 20:55, 8 June 2011 diff hist 0 N File:DispatchSections.jpg
- 20:51, 8 June 2011 diff hist +4,987 N Dispatch Overview Created page with "The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Element..." current
- 20:50, 8 June 2011 diff hist 0 N File:MainFormElements Dispatch.jpg current
- 20:45, 8 June 2011 diff hist +382 N Dispatch Window - 7.1 Created page with "The Dispatch Window allows you to schedule your technicians for work orders and view your technicians schedule. Watch the video below or continue to the next page of the guide fo..." current
- 20:34, 8 June 2011 diff hist +4 Receiving Parts on Purchase Order current
- 20:33, 8 June 2011 diff hist +576 N Receiving Parts on Purchase Order Created page with "# Go to the Purchase Order. # Select the '''PO Items''' tab. # Select the item on the tab and click '''Receive Item'''. # On the '''Receive PO Items''' window: ** ..."
- 20:30, 8 June 2011 diff hist 0 Receive the wrong part on a PO? current
- 20:29, 8 June 2011 diff hist +913 N Receive the wrong part on a PO? Created page with "If you receive parts on a PO that you shouldn’t have received, you will have to delete the stock you added to SME and then add the part back to the PO. <span style="color:o..."
- 20:26, 8 June 2011 diff hist 0 N File:DeleteButton materialDetails.png current
- 20:20, 8 June 2011 diff hist -3 Place PO for parts below minimum level current
- 19:59, 8 June 2011 diff hist +29 Place PO for parts below minimum level
- 19:57, 8 June 2011 diff hist +1,513 N Place PO for parts below minimum level Created page with "On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO f..."
- 19:54, 8 June 2011 diff hist 0 N File:MinLevelPO.png current
- 19:51, 8 June 2011 diff hist +1,018 N Create PO from the inventory item Created page with "Create a purchase order from the inventory item will generate a PO for the default vendor assigned to the inventory item. (Enter the default vendor in the vendor field on the Ord..." current
- 19:50, 8 June 2011 diff hist 0 N File:I Circled.png current
- 19:43, 8 June 2011 diff hist 0 N File:ShippingNOtes.png
- 19:36, 8 June 2011 diff hist -44 Return material from customer back to inventory
- 19:35, 8 June 2011 diff hist +1,658 N Return material from customer back to inventory Created page with "You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns. <br>1. In the ..."
- 19:15, 8 June 2011 diff hist +6 Print the return ticket current
- 19:14, 8 June 2011 diff hist +179 N Print the return ticket Created page with "1. Click Print/Email. File:printticket.png <br>2. Select Standard Return Ticket by Ship From. <br>3. Click the printer icon in the print preview window to print the ticket."
- 19:14, 8 June 2011 diff hist 0 N File:Printticket.png current
- 19:12, 8 June 2011 diff hist +1,196 N Return material in inventory back to vendor Created page with "1. In the '''Inventory module''', select '''Returns'''. <br>2. Click '''New''' and select '''To Vendor'''. <br>3. Select the Vendor you are returning to in the Search window. <b..." current
- 19:12, 8 June 2011 diff hist 0 N File:ReturnItemsTab.png current
- 19:11, 8 June 2011 diff hist 0 N File:ReceiveItem.png current
- 19:05, 8 June 2011 diff hist +470 N Returns Created page with "RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from custome..."
- 19:03, 8 June 2011 diff hist +1,985 N Add items to the PO from orders Created page with "<br>1. Go to '''Purchase Orders''' in Inventory Module. <br>2. Click '''New''' and select the '''vendor'''. The vendor information will populate the Vendor tab on Details and Se..." current
- 19:03, 8 June 2011 diff hist 0 N File:PO DetailsAndSettings.png current
- 19:00, 8 June 2011 diff hist 0 N File:ViewItemsOnOrder.png current
- 18:56, 8 June 2011 diff hist +2,560 N Create PO from an order Created page with "When building your service or install order, you will use the Material Allocation window to allocate stock in your warehouses for your service or install order. If there is no st..." current
- 18:56, 8 June 2011 diff hist 0 N File:PurchaseOrdersTab.jpg current
- 18:54, 8 June 2011 diff hist 0 N File:SelectVendor.jpg
- 18:51, 8 June 2011 diff hist 0 N File:ErrorCreatingPurchaseOrder.jpg current
- 18:50, 8 June 2011 diff hist 0 N File:CreatePOforJIT.jpg current
- 18:49, 8 June 2011 diff hist 0 N File:HasJitItems NoStock.jpg current
- 18:44, 8 June 2011 diff hist +409 N Purchase Orders Created page with "Purchase Orders (PO) should be used for all adding of inventory items (rather than adding stock) for proper inventory control. # Create PO directly from orders (service, ins..."
- 18:36, 8 June 2011 diff hist 0 N File:ProductsPurchased.png current
- 18:36, 8 June 2011 diff hist +16 Setup Subcontractor
- 18:35, 8 June 2011 diff hist +1,531 N Setup Vendor Created page with "Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the..." current
- 18:34, 8 June 2011 diff hist +2,383 N Setup Subcontractor Created page with "ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor r..."
- 18:29, 8 June 2011 diff hist 0 N File:IsTech.png current
- 18:20, 8 June 2011 diff hist +182 N Vendors Created page with "A vendor supplies goods and services to your company. In SME, vendors include both vendors who supply material to your company and subcontractors who supply services to your comp..."
- 18:19, 8 June 2011 diff hist +1,234 N Services Created page with "Service items can be used for a variety of purposes such as fixed rate type services, services to be performed by subcontractors, or other service type items such as freight & sh..."
- 18:19, 8 June 2011 diff hist 0 N File:ServiceItem.png current
- 18:00, 8 June 2011 diff hist +6 Packages
- 17:59, 8 June 2011 diff hist -6 Packages
- 16:02, 8 June 2011 diff hist 0 N File:BreakoutPackage.png current
- 16:01, 8 June 2011 diff hist +2,618 N Packages Created page with "Packages have a few different functions. They can be used from a marketing perspective for a bundle of items that provide a discount when purchased together. They can be used to ..."
- 16:00, 8 June 2011 diff hist 0 N File:I.png current
- 15:55, 8 June 2011 diff hist 0 N File:AddAsGroup.png current
- 15:42, 8 June 2011 diff hist 0 N File:ArrangeColumns.jpg current
- 15:42, 8 June 2011 diff hist 0 N File:Columns.jpg current
- 15:41, 8 June 2011 diff hist +318 N Setup the Material Allocation Window Created page with "Click File:Columns.jpg in the upper left corner to rearrange the order of the columns or remove columns from the Material Allocation window. Click on the column title and d..." current
- 15:37, 8 June 2011 diff hist +289 N Reserve Stock for Specific Inventory Item Created page with "Go to an inventory item and click '''Actions''' > '''Inventory Allocation'''. Accessing the Material Allocation window this way provides a way to see all orders the inventory ite..." current
- 15:37, 8 June 2011 diff hist 0 N File:MaterialAllocation InventoryItems.jpg current
- 15:33, 8 June 2011 diff hist +3,107 N Reserve Stock for All Material on All Orders Created page with "Click '''Tools''' > '''Allocate Inventory''' to allocate material on all open orders in SME. Accessing the Material Allocation window this way provides a quick way to see what in..." current
- 15:32, 8 June 2011 diff hist 0 N File:InventoryAllocationALL.jpg current
- 13:53, 8 June 2011 diff hist -1 Transfers
- 13:52, 8 June 2011 diff hist -2 Transfers
- 13:50, 8 June 2011 diff hist +2,043 N Transfers Created page with "SME Inventory transfer allows the transfer of multiple items from a source warehouse to a destination warehouse. The inventory transfer will keep a record of the inventory transf..."
- 13:50, 8 June 2011 diff hist 0 N File:MoveSTockOption.png current
- 13:32, 8 June 2011 diff hist +2,061 N Inventory Quantity Reconciliation Created page with "Usually at year end a physical inventory is performed and then reconciled with SME. Any adjustments required should be understood, however SME provides an inventory reconcile too..."
- 13:31, 8 June 2011 diff hist 0 N File:ReconciliationSteps.jpg current
- 13:30, 8 June 2011 diff hist 0 N File:PhysicalCount.jpg current
- 13:30, 8 June 2011 diff hist 0 N File:ItemNumber.jpg current
- 13:29, 8 June 2011 diff hist 0 N File:FilterByNumber.jpg current
- 13:28, 8 June 2011 diff hist 0 N File:EnterNumber.jpg current
- 13:28, 8 June 2011 diff hist 0 N File:DownArrow.jpg current
- 13:18, 8 June 2011 diff hist +1,374 N Alternative to manage stock adjustments Created page with "Another option for adjusting stock quantities for inventory items is to setup a separate warehouse in SME to move the excess stock to. This way, if the adjustment was done in err..." current
- 13:18, 8 June 2011 diff hist 0 N File:MoveStockAdjustment.jpg current
- 12:57, 8 June 2011 diff hist +3,470 N Reserve Stock for Material on Orders Created page with "1. Go to the Service or Install Order. <br>2. Click '''Actions''' > '''Inventory Allocation'''. <br>3. Click File:Select.jpg in the '''Select''' column. <br..." current
- 12:55, 8 June 2011 diff hist 0 N File:Reserved.jpg current
- 12:52, 8 June 2011 diff hist 0 N File:SelectInventoryItems.jpg current
- 12:48, 8 June 2011 diff hist +8,806 N Item Status Created page with "When adding material to the order, there are three basic scenarios. 1. Stock is available in the default warehouse for that item 2. Stock is available, but not in the..." current
- 12:48, 8 June 2011 diff hist 0 N File:MaterialAllocation ItemStatus.jpg current
- 12:27, 8 June 2011 diff hist 0 N File:Select.jpg current
- 12:22, 8 June 2011 diff hist +685 N Material Allocation Window Created page with "When adding material to a service or install order, you must make sure stock is reserved from your inventory to keep your inventory levels accurate. You can reserve stock using ..." current
- 12:21, 8 June 2011 diff hist 0 N File:MaterialAllocationWindow.jpg current
- 02:02, 8 June 2011 diff hist -48 Material Allocation
- 01:58, 8 June 2011 diff hist +1,018 N Manage columns in grid on tabs Created page with "Throughout the many tabs in SME, you will find grids. You can rearrange the order of the columns in the grid, remove columns from the grid and add them back to the grid. <h3>Re..." current
- 01:58, 8 June 2011 diff hist 0 N File:AddColumnToGrid.png current
- 01:56, 8 June 2011 diff hist 0 N File:Grids.png current
- 01:53, 8 June 2011 diff hist +3,892 N Looking up inventory Created page with "Use the Search window to look up inventory items and export your inventory item list to Excel. <br>1. Select Inventory module. <br>2. Click Search and select Search Active..." current
- 01:52, 8 June 2011 diff hist 0 N File:Navigate.png current
- 01:45, 8 June 2011 diff hist 0 N File:SearchForO Inventory.png current
- 01:44, 8 June 2011 diff hist 0 N File:InventorySearch Excel.png current
- 01:42, 8 June 2011 diff hist 0 N File:ExportInventorySearch.png current
- 01:37, 8 June 2011 diff hist 0 N File:DragToGroup.png current
- 01:37, 8 June 2011 diff hist 0 N File:Grouped.png current
- 01:31, 8 June 2011 diff hist 0 N File:ApplyView.png current
- 01:22, 8 June 2011 diff hist 0 N File:SearchActiveInventoyrItems.jpg current
- 01:20, 8 June 2011 diff hist +179 N Purchase History Created page with "The purchase history tab provides information about all purchase orders placed for the inventory item. Double click on a line in the grid, and SME will jump to the purchase order." current
- 01:12, 8 June 2011 diff hist +911 N Kit Items Created page with "When you add material to an order, you may need to know what parts go with that material. You can add this related material on the Kit Items tab. When you are adding the material..." current
- 01:12, 8 June 2011 diff hist 0 N File:ReferenceKitItems.png current
- 01:08, 8 June 2011 diff hist +219 N Export material details to Excel Created page with "1. Select the Material Details tab. 2. Right click in the grid and select Export to Excel (image on right). 3. Select where you want to save the file and clic..." current
- 01:08, 8 June 2011 diff hist 0 N File:ExcelmaterialDetails.jpg current
- 01:06, 8 June 2011 diff hist +334 N View stock item transactions Created page with "To view the history of transactions for material: <br>1. Select the''' Material Details''' tab. <br>2. Right click on item. <br>3. Select '''View Item Transa..." current
- 01:06, 8 June 2011 diff hist 0 N File:ItemTransactions.jpg current
- 01:03, 8 June 2011 diff hist +741 N Move stock to another warehouse Created page with "This allows the movement of individual stock items. If items are moved to a warehouse, that warehouse will be created in Stock tab if it does not already show. <br>1. On ..." current
- 01:03, 8 June 2011 diff hist 0 N File:MoveStock.jpg current
- 01:02, 8 June 2011 diff hist +1 Material Details tab current
- 01:02, 8 June 2011 diff hist 0 N File:MaterialDetails2.jpg current
- 00:56, 8 June 2011 diff hist -1 Material Details tab
- 00:53, 8 June 2011 diff hist +390 N Material Details tab Created page with "The Material Details tab provides details on all the material for this inventory item. For serialized items, the Material Details tab shows each stock item on a separate line. No..."
- 00:52, 8 June 2011 diff hist +434 N View Stock Details in Warehouse Created page with "To see stock details by warehouse location and change serial numbers, you can use the Inventory Stock Editor. # On the '''Stock''' tab, select the warehouse location you ..." current
- 00:52, 8 June 2011 diff hist 0 N File:ViewStockDetails.jpg current
- 00:49, 8 June 2011 diff hist -6 Add Stock Item current
- 00:49, 8 June 2011 diff hist +1,181 N Add Stock Item Created page with "Once you get started using SME, you will add stock to inventory through purchase orders. When getting started setting up your stock in SME, you may need to manually enter stock. ..."
- 00:49, 8 June 2011 diff hist 0 N File:Addingserialized.jpg current
- 00:48, 8 June 2011 diff hist 0 N File:AddStockItem.jpg current
- 00:43, 8 June 2011 diff hist 0 N File:STockTab.jpg current
- 00:43, 8 June 2011 diff hist +491 N Stock Tab Created page with "On the Stock tab, you will see a summary of stock for each warehouse location. You can see the stock quantity, the amount reserved, and the amount of stock available at each loca..." current
- 00:42, 8 June 2011 diff hist +5,959 N Vendor Items Tab Created page with "On the Vendor tab, enter additional vendors that supply this part. File:ItemVendor.jpg {| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border..."
- 00:41, 8 June 2011 diff hist 0 N File:ItemVendor.jpg current
- 00:38, 8 June 2011 diff hist 0 Ordering Information Tab
- 00:37, 8 June 2011 diff hist +15 Ordering Information Tab
- 00:37, 8 June 2011 diff hist +1,616 N Ordering Information Tab Created page with "On the Ordering Information tab, you setup ordering information such as the vendor, minimum quantity on hand and the reorder amount. Below is a description of all the fields on ..."
- 00:37, 8 June 2011 diff hist 0 N File:OrderingInformationTab.jpg current
- 00:32, 8 June 2011 diff hist +19,026 N Details and Settings Tab - inventory item Created page with "{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" | style="width: 9.65in; border-width: medium medium 1pt; border-style: none none solid; border-colo..." current
- 00:25, 8 June 2011 diff hist 0 N File:BlankInventoryItem.jpg
- 00:25, 8 June 2011 diff hist +327 N Create a New Inventory Item Created page with "If you are syncing SME with QuickBooks and you have inventory items in QuickBooks, your inventory items will be imported. If you are not syncing with QuickBooks, this is how you ..." current
- 00:11, 8 June 2011 diff hist +4,695 N Inventory Item Summary Created page with "In each inventory item you can track your stock levels and see how many parts are available for orders and how many parts are reserved on orders. Circled in the image below, y..." current
- 23:51, 7 June 2011 diff hist +1,482 N Inventory Module Created page with "left '''Inventory''' – Here you can setup and access all inventory items. View stock for the item, move stock between warehouses, view item purchas..." current
- 23:37, 7 June 2011 diff hist 0 N File:InventoryModule.jpg current
- 23:28, 7 June 2011 diff hist +24 SME - Custom Tabs and Fields
- 23:26, 7 June 2011 diff hist +250 Field Access Level current
- 23:25, 7 June 2011 diff hist 0 N File:FieldAccessLevel.jpg current
- 23:24, 7 June 2011 diff hist +1,114 N Field Access Level Created page with "You can assign an access level to each custom field. Only users that are authorized to see that level can access the custom field. Someone with access 0 can see everything, acc..."
- 22:29, 7 June 2011 diff hist +482 N Edit Custom Fields Created page with "# Go to '''Utilities''' module > '''Custom Tabs'''. # Click '''Run It'''. # Click '''Search''' and select the custom tab containing the fields you want to edit...." current
- 22:09, 7 June 2011 diff hist 0 N File:AdmiAccess.jpg current
- 22:08, 7 June 2011 diff hist 0 N File:UserGroup IsAdmin.jpg current
- 22:07, 7 June 2011 diff hist +300 N Custom Tab - Admin Access Created page with "In the Custom Table Designer window, there is a checkbox for Admin Access. (image below) File:admiAccess.jpg If this box is checked, then the tab is only visible to SME use..." current
- 22:04, 7 June 2011 diff hist 0 N File:CustomTabOrderExample.jpg current
- 22:04, 7 June 2011 diff hist +477 N Custom Tab Order Created page with "If you create more than one custom tab for a module, you can determine the order of the tabs. In the Custom Table Designer window, locate the Tab Order field. Enter 1 in the tab ..." current
- 22:02, 7 June 2011 diff hist 0 N File:NewFieldRow.jpg current
- 22:02, 7 June 2011 diff hist 0 N File:PlusSign.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:Preview.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:WidthExamples.jpg current
- 22:01, 7 June 2011 diff hist 0 N File:AddNewField.jpg current
- 22:00, 7 June 2011 diff hist 0 N File:Examples.jpg current
- 21:59, 7 June 2011 diff hist +1,972 N Create Custom Fields Created page with "1.Go to Utilities module. <br>2. Click Custom Tabs. <br>3. Click Run It. The Custom Table Designer window will open. This is where you will select what module you are..."
- 21:43, 7 June 2011 diff hist 0 N File:AssignFormCode.jpg current
- 21:43, 7 June 2011 diff hist 0 N File:CustomerFormCode.jpg current
- 21:42, 7 June 2011 diff hist +723 N Form Code Created page with "Form code is entered in the customer and then on the work order. (Image below) File:CustomerFormCode.jpg The tabs matching this form code and the tabs with no form code an..." current
- 21:38, 7 June 2011 diff hist 0 N File:Date.jpg current
- 21:37, 7 June 2011 diff hist +15,137 N Types of Custom Fields Created page with "{| | style="border-width: 1pt; border-style: solid; border-color: windowtext; padding: 0in 5.4pt; width: 1.45in; background: none repeat scroll 0% 0% rgb(217, 217, 217)" width="1..."
- 21:37, 7 June 2011 diff hist 0 N File:Currency.jpg current
- 21:21, 7 June 2011 diff hist 0 N File:DateTime.jpg current
- 21:21, 7 June 2011 diff hist 0 N File:EditPickList.jpg current
- 21:20, 7 June 2011 diff hist 0 N File:Integer.jpg current
- 21:20, 7 June 2011 diff hist 0 N File:LargeInt.jpg current
- 21:19, 7 June 2011 diff hist 0 N File:NumericDecimal.jpg current
- 21:19, 7 June 2011 diff hist 0 N File:Picklist.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:String.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:Time.jpg current
- 21:18, 7 June 2011 diff hist 0 N File:Button.jpg current
- 21:17, 7 June 2011 diff hist 0 N File:Boolean.jpg current
- 21:03, 7 June 2011 diff hist 0 N File:CustomTabsFields.jpg current
- 21:02, 7 June 2011 diff hist +815 N Custom Tabs and Fields Created page with "In SME 7.1 you have the ability to add custom tabs with custom fields to your records. You can call these fields any name you want and choose between many field types. In the sea..."
- 18:48, 7 June 2011 diff hist +25 SQLink Error - List Element Error current
- 18:46, 7 June 2011 diff hist +2,244 N SQLink Error - List Element Error Created page with "When running SQLink with QuickBooks the following message is returned in the SQLink Log: Error adding (Item Name*) 819: There was an error when modifying a (can be any type of na..."
- 18:41, 7 June 2011 diff hist +1,028 N SQLink Error - Error Connecting to QuickBooks Created page with "When syncing SME to QuickBooks, if you receive the message "Error Connecting to QuickBooks", you are logging into QuickBooks with a path that is different than that refereced by ..." current
- 18:36, 7 June 2011 diff hist 0 SQLink Error - Customer Link ID not initialized Redirected page to Customer Link ID Not Initialized current
- 18:35, 7 June 2011 diff hist +45 N SQLink Error - Customer Link ID not initialized Redirected page to Customer Link ID not initialized
- 18:30, 7 June 2011 diff hist +2,436 N SQLink Error - Duplicate Customer Created page with "If you see the following error in SQLink, there is a duplicate customer in SME. '''Customer : XYZ is skipped due to duplication''' You can follow the following steps to resolve..."
- 18:27, 7 June 2011 diff hist +2,436 N SQLink Error-Duplicate Customer Created page with "If you see the following error in SQLink, there is a duplicate customer in SME. '''Customer : XYZ is skipped due to duplication''' You can follow the following steps to resolve..."
- 18:24, 7 June 2011 diff hist +13 Common SQLink Errors
- 17:54, 7 June 2011 diff hist +336 N Move QB Customers to Job Sites Created page with "See this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and the..." current
- 17:51, 7 June 2011 diff hist +4 Customer Link ID Not Initialized current
- 17:51, 7 June 2011 diff hist 0 N File:Browse.jpg current
- 17:48, 7 June 2011 diff hist +1,323 N Customer Link ID Not Initialized Created page with "If you receive the following SQLink error, you were trying to sync an invoice to QuickBooks that didn't have a valid customer in QuickBooks. '''Invoice #XXX skipped - Customer l..."
- 17:47, 7 June 2011 diff hist 0 N File:InvoiceNumberField.jpg current
- 17:03, 7 June 2011 diff hist 0 N File:Magnify.jpg current
- 16:53, 7 June 2011 diff hist +3,664 N Common SQLink Errors Created page with "<h3>Duplicates - Customer : XYZ Company is skipped due to duplication</h3> - If you get this error, there is a dupilcate customer in SME. Click Error Duplicate Customer for ..."