Customers & Vendors

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 "Audit Vendor" checkbox...

How can I place a customer's account on credit hold?

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...

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 choice doe...

How Can I Create "Customer Quote" Statuses?

In order to create "Customer Quote" statuses, you need to have Admin rights and access the "Administration" Dashboard:There, you have to go to "Statuses" under "Customer Quote" and click on "Create St...

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...

How can I create a new customer/vendor on Smart 145?

To create a new customer/vendor on Smart 145, go to the “Customers”/“Vendors” module and click the “New Customer” (or “New Vendor”) button. Then, on the new tab displayed, you must fill in all the req...

How to Use Warehouse Assignment to Restrict Which Parts Can Be Issued on a Customer’s Work Orders?

Assigning a warehouse to a customer provides an important level of control and organization within Smart 145. Once a customer is linked to a specific warehouse, any Work Orders created for that custom...

How Can I Add Shipping Accounts, Services, and Providers to Customers?

Adding Shipping Accounts, Services, and Providers to a customer helps streamline the shipping process by keeping their preferred shipping information readily available. This reduces manual entry, impr...