Smart 145 Knowledge Base
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Step-by-step guides to configure, use, and master the Smart 145 ERP system.
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15 topics · 166 articles
General
16- How can I enter a new Bank account into the system?
- How to add shipping services?
- How to add an online signature to a report?
FAQ
17- Can brokers or suppliers use Smart 145?
- What is the purpose of the Work Order Preview?
- Does a closed Work Order show up on the calendar?
Work Orders
43- How do I issue a part to a Work Order?
- How can I bring my manuals up to date?
- How can I reopen an invoiced or a closed Work Order?
- How to un-receive parts on Repair and Purchase Orders?
- How can I cancel a Purchase Order?
- How can I receive a part through a Purchase Order?
Sales Orders
10- How can I keep track and follow up on my sales performance?
- Sales Order Overview- Part I
- Sales Orders Overview - Part II
Inventory
23- Does Smart 145 have Inventory management?
- How Can I Record a Return Merchandise Authorization (RMA)?
- How to correct misspellings after a P/N has entered the system?
- How can I create a bill from a RO?
- How can I receive exchanged parts in a Repair Order?
- Repair Order Overview
Quotes
7- How to upload an excel file with Vendors Quotes?
- Approving and Signing Quotes Online
- How Can I Answer Customers’ RFQs Using the Rotabull Integration?
Security
8- How can I assign permissions to existing roles?
- How can I change a user's role?
- How Can I Implement Two-Factor Authentication in Smart 145?
Accounting
10- How can I sync my QBO account with Smart 145?
- How Can I Change the Payment Term after a Work Order Has Been Invoiced?
- How and Where Can I Print Proforma Invoices in Smart 145?
- Why can't I retrieve a vendor I just entered into the system?
- How can I place a customer's account on credit hold?
- How can I grant my customers access to check their requests by themselves?