16 articles in this topic
If a customer consistently fails to make installments and meet agreed-upon payment conditions, you can prevent the items from being shipped to them by placing their account on "Credit Hold".Notice thi...
If you wish to be able to modify, deactivate, or delete existing Bank Accounts or add new ones. These actions can be done in Administration.1. Go to Administration under your name on the top right sid...
If you wish to add new Shipping Services in the system, you just need to follow these simple steps:1-Go to the upper right corner and click "administration" on the menu under your name.2- Scroll down...
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 choice doe...
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...
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...
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...
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...
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...
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...
To access the Smart145 web app on your iPad, you'll need to:1. Open Safari: Launch the Safari web browser on your iPad. Safari is the default web browser for iOS devices like iPads. 2. Enter the URL:...
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)...
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,...
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...
.To establish the link between Smart145 and Rotabull first contact your Rotabull representative to request the API key, username, and password for your company. Once you have the credentials, email ou...
It is possible to set up different kinds of notifications. One of these are Employee Email Notifications. You will be able to set them up in the Administration dashboard; specifically in the " Employe...