General

How can I place a customer's account on credit hold?
If a customer is consistently late at making installments and not meeting the payment conditions agreed on, you can prevent the items from being shipped out to that Customer by placing their account o...
How can I enter a new Bank account into the system?
You can modify-deactivate-delete existing Bank Accounts or add a new one. All these actions can be done in Administration.1. Go to Administration under your name on the top right side of your screen2....
How to add shipping services?
Go to the upper right corner and click "administration" on the menu under your name.Scroll down on the side menu to the Shipping section. Click the Create Shipping Service button. 
How can I grant my customers access to check their requests by themselves?
You can allow any of your customers to follow up on the ongoing works by following these set of steps:1- Ensure that your web portal has the "register as a customer" function set on. If the...
How to add an online signature to a report?
After our team enables the online signature feature for your company, every employee who is going to use it must set a signature in his Profile and Approve its use. For visual aid, you can check the i...
How Can I Create Employees and Assign Types to Them?
To create a new Employee you first need to get to the "Employees" module:.Then, you have to click on the "New Employee" button to the right: .Afterwards, a window will pop up for you to fill in the ne...
How Can I Compress Files in Order to Upload Them?
When uploading files to the system's various browsers, you may notice that there is a limit to the files' maximum size:.However, there is a possibility for you to upload a file that exceeds this limit...
How Can I Manage My Dashboard's Reminders?
The Dashboard can display a set of useful reminders that can be managed by yourself.. You can do this by going to the "My Profile" option and selecting the information that you wish to be reminded abo...
How Can I Change the Customer's Name in a Report's Address?
If you already have orders or invoices created for a customer and you wish to rename that customer in the printable reports, please, follow these steps: 1- Go to "Customers" and click on the three-dot...
Why is it showing Access Forbidden Error when trying to log in to Smart145?
When trying to log in to the system, the user’s account must not have any IP restriction set. This can be checked in the Users Management section of the Security module.1-      Go to Se...
How can I have a personalized email address and sender set up for my company account emails?
For your company to have a different email address or sender when sending emails and documents,  you may contact our Support Team and provide them with the desired email (an actual email address)...
How can I register Exchanges Due/Exchanges Owed in Smart145?
In the system, exchange processes can be registered at two ends depending on the role of the company in the exchange agreement.When your company sells an item expecting to receive another in exchange,...
How to integrate PowerBI with Smart145
Power BI is a powerful platform designed to connect, transform, and visualize data, enabling the creation of insightful reports and dashboards. It consists of a suite of applications, services, and co...
How to add multiple email addresses to the send by email option?
When using the 'Send by Email' option to send reports via Smart145, it is possible to send it to multiple contacts at once. This can be done using the CC field in the 'Send by Email' window. .This fie...