FAQ

Can brokers or suppliers use Smart145?
YES! Smart145 can be used by brokers and suppliers
What is the purpose of the Work Order Preview?
The Work Order Preview Browser allows you to fill out the text input fields and save the data, so you can open up a Work Order (WO) once all the required information is available. *While filling...
Does a closed Work Order show up on the calendar?
No. After a Work Order is closed, it disappears from the calendar.
How do I manage the General Ledger codes?
You can either add or edit General Ledger codes in the "Administration" screen.Notice that you'll need first to have the relevant access granted.To edit the default Inventory GL codes scroll down to D...
How do I get blind copied on my outgoing emails?
The send-by-email function is enabled and widely used across the modules, especially on the Work Order (WO) screen, given the higher number of reports that can be generated from a WO (compared to othe...
What QuickBooks version and plans are more suitable to run with Smart 145?
If you like to have the transactions in Smart 145 synced with QuickBooks, we suggest purchasing Quickbooks Online (QBO) instead of Desktop. As for the QBO plans, we recommend you choose any but&n...
How can I manage my calendar events?
Go to "My profile" and select the events you'd like to show up on your calendar.After checking the types of events you'd like to be marked on your dashboard, click Save.
Why can't I retrieve a vendor I just entered into the system?
Either of these two could be the causes if you can't choose a vendor you just created a record for:REASON I: You overlooked setting the Vendor's status to Active. REASON 2: The "Audi...
How can I print an 8130 report for an inventory part?
To create an 8130 report while on the Inventory option, navigate to Warehouse under Manage Inventory, you can edit any warehouse entry by clicking the 3 dots all the way to the right along the stock l...
How can I add a bank account when creating a check?
Click "Administration" under your name on the top right corner.Enter the information to create the bank account.Now you are ready to create a check on Accounting> Checks. Check this artic...
Can I manually input CMM codes?
Although the CMM codes are usually sequential and generated by the system, you can choose to manually select the codes. To enable this feature the first step is to reach out to our Support Team.Once t...
How to create new payment terms?
In order to create new payment terms, go to administration (on the top right corner under your name) and then to payment terms on the left menu. From there, you will be able to create the new payment...
How to create new Shops
In order to create new Shops, go to administration (on the top right corner under your name), and then under Lists on the left menu, go to Create Shop. 
How can I add Manufacturers to the system?
To add manufacturers to the system, you need to follow the next steps:1. Go to administration under your name 2. Click on Manufacturers on the left side of your screen and then on Create Manufact...
How can I modify a PN´s information after its registration in Smart145?
It is possible to register parts in the Inventory Module, specifically in Manage Inventory. However, it is essential to consider that modifying its information, once entered, can only be done from the...
How can I edit an invoice report?
To edit an Invoice report, you need to follow the next steps:1. First reverse the invoicing process on the three-dots menu on the right side of your screen. .2. Second, invoice the order once aga...
Why can't I seem to find a Work Order I'm trying to issue some parts to?
Most likely it is because the WO you are looking up is placed in one of the following statuses: rejected, invoiced, or closed.  Work Orders won't show in the part issue list if their status i...