Let’s have a look at some CRM (Customer Relationship Management) features that can help you improve your relationship with your clients. Step 1: Open up a customer profile. The first tab we can look at is the “conversations” tab. This…
Promo vouchers
Show appreciation by sending your clients a Promo Voucher that they can redeem in your store. How to send a promo voucher. Step 1: Go to Customer > Customer Contacts & Bulk Email / SMS Step 2: Filter out and…
Revenue by customer
Your revenue by customer report tells you how much you made from each customer over a period of time. Building good relationships with quality clients can turn in to a lucrative, reliable, and healthy income stream. See steps below how to…
SI Link feature for multiple stores.
Aim of SI Link Feature: To automatically update the Dealers (Franchisee’s) inventory with Head Office (Franchisor’s) inventory data such as description, price, inventory groups, etc. This also enables the dealer to see the stock levels of Head Office. Purchase orders…
Discontinued items
We have a discontinued item feature to help prevent problems with items that are not being manufactured anymore. This will help your sales representatives to see what items are discontinued or end of range stock so that they do not…
Quick add conversation
Tired of losing your notes that you scribbled on a piece of paper? Try using our quick add conversation feature. Steps on how to use the quick add conversation feature. Step 1: Click on the conversation bubble icon at the top…
Backup options
Always remember to do backups, backups, and more backups. How to do backups in Smart iT 1. Open up the Smart iT Backend. The icon can be found on the server desktop. 2. Go to the options tab See below…
How to update Smart iT
Step 1. Open up Smart iT 2.0 Backend You will find the icon on the server computer. Step 2. Click on Download update PLEASE NOTE, ALL USERS MUST BE LOGGED OUT OF SMART IT BEFORE DOING THE UPDATE !
Budget Tax Guide 2019
Click here to download full article Budget Tax Guide 2019
Basic guide to setting up payroll
Setup your accounts and account defaults. Step 1. Go to Ledger > Account Setup and add all employees as sub accounts of the main general ledger account, salaries. Go to Ledger > Account Options and select the Account Defaults tab.…