Initial Setup for SMCP

Post date: Aug 01, 2016 3:53:34 PM

When first utilizing Service Manager Control Panel there is a specific order in which all edit fields must be filled in.  The reason for this is that most fields link with one another, for instance a Salesperson is typically tied to a Location such as Commercial or Residential.  The list below features the order in which SMCP should be setup to provide the most functional experience.  Using this list will ensure you have a streamlined experience when using all functions such as Order Entry, Accounts Payable, etc. 

System Administration

Edit Company Profile (1008)

Edit System Options (1005)

General Ledger Menu (1166)

GL Edit Cost Centers (1171)

GL Edit Chart Of Accounts (1046) 

Service Manager Master File Maintenance

SM Edit Taxes (1021)

Accounts Receivable

AR Edit Accounts Receivable Options (1099)

AR Edit Account Sets (1028)

AR Edit Price List Codes (1029)

AR Edit Terms (1030)

AR Edit Customer Groups (1031) 

AR Edit Customers (1032)

AR Edit Customer Ship To Locations (1033)

System Administration

Edit Users (1005)  

Manage user passwords (1000)

Manage Security Groups (1003)

Service Manager Master File Maintenance

Edit Site Locations (1011)

Edit Locations (1017)

Edit Sales Group (1076)

SM Edit Service Type Information (28)

Edit Mechanics (1009)

Edit Salesperson (1010)

SM Edit Salesperson Signatures (1154)

Edit Work Performed Codes (1022)

Edit Project Types (1050)

Edit Label Printers (1104)

Edit Marketing Sources (1018)

SM Edit Delivery Ticket Terms (1156)

SM Edit Proposal Terms (1149)

SM Edit Proposal Phrase Groups (23)

SM Edit Proposal Phrases (1150)

SM Edit Work Order Detail Sheets (36)

Edit Convenience Phrases (1013)

SM Edit Sales Lead Product Types (1103)

Inventory

IC Edit Categories (1069)

IC Edit Items (1067)

IC Edit Item Pricing (1086)

IC Edit Account Sets (1068)

IC Edit PO Ship Vias (1153)

IC Edit Inventory Options (1080)

Service Manager Master File Maintenance

Edit Default Item Categories (1014)

Edit Labor Types (1016)

Bank Functions (1136)

BK Edit Banks (35)

Accounts Payable (1159)

AP Edit Accounts Payable Options (1160)

AP Edit Vendor Terms (1092)

AP Edit Accounts Sets (1161)

AP Edit Distribution Codes (1164)

Fixed Assets (1121)

FA Edit Depreciation Type (1130)

FA Edit Classes (32)

FA Edit Location (1140)