Tutorials 2017-12-14T15:55:41+00:00

Tutorials

Editing a Delivery Order

Introduction This tutorial describes how to edit an open Delivery order in Smartwerks. For an open delivery order, you can add or cancel items, change the Delivery Date, or cancel an entire order on [...]

Shipping a Delivery Order

Introduction This tutorial describes how to ship an open Delivery order in Smartwerks. IMPORTANT: If COD was entered as a payment type, the balance due must be collected before shipping. In cases where a [...]

Sales Quotes

Introduction Smartwerks allows you to create price quotes for you customers. The transaction is begun as a Delivery order, but instead of collecting payment, the transaction is completed by saving and/or printing the quote. [...]

Third Party Financing

Introduction With Smartwerks, customers can finance their purchases with a third party finance company. Video Watch the Third Party Financing Videos Table of Contents Setup Creating the Finance Company Names Designating [...]

Entering a Delivery Order

Introduction This tutorial describes how to enter a Delivery Order sale in Smartwerks. Delivery orders are entered and maintained in the Sales Orders screen. The status of a delivery will be 'Open' until all [...]

Running the Daily Sales Report

Introduction This tutorial describes how to run the daily sales report in Smartwerks. You can run the report for one or all branches and it can be filtered by inventory type. The report is [...]

Completing an Express Sale

Introduction This tutorial describes how to complete an Express Sale in Smartwerks. Express Sales are used for carryout (Take With) sales when no customer information is being collected. For example, your company might decide [...]

Creating a Journal Entry

Introduction This tutorial describes how to create a journal entry in Smartwerks. Entries to the General Ledger, including reverse entries, are made through the Journal Entry screen. Journal entries can be made for the [...]

Managing Work Orders

Introduction Work Order transactions are used when repairing item(s) for a customer. They are entered on the Sales Order screen, similar to a Delivery Order. The status of a work order is 'Open' until [...]

Creating an A/R Account

Introduction This tutorial describes how to create an A/R account in Smartwerks. When a customer with an A/R account is entered on the Sales Order screen, the status of the account and available credit [...]

Creating a Vendor Account

Introduction This tutorial describes how to create a vendor account in Smartwerks. Accounts should be set up for any person or company that will be billing you for goods and/or services provided. (e.g. Utility [...]

Entering a Purchase Order

Introduction This tutorial describes how to enter a purchase order in Smartwerks. On the P/O screen, you can update an item's cost, which will display when you receive the purchase order. If an item [...]

Adding a New Customer

Introduction This tutorial describes how to create a customer in Smartwerks. New customers can be created in Customer Maintenance or on the Sales Orders screen during a sale. Customer Maintenance 1. From the top [...]

Creating an Inventory Item

Introduction This tutorial describes how to create an Inventory item in Smartwerks. A new item is added on the Inventory Maintenance screen, which is also used to edit existing items, check your stock levels, [...]

Completing a Take With Sale

Introduction This tutorial describes how to complete a Take With sale in Smartwerks. Take With/Carryout sales are used when a customer is taking the merchandise with them today. To process a sale without collecting [...]