Fill up your company’s basic information should be the very first thing to do after your account has been created. Simply go to: Main Menu > General > Other > Organization Settings Fill in the relevant information. (Click on image for larger view) Brief explanation: Organization Type: Pick the existing company type or select “Create New … Read more
This section explains how to add Unit of Measure. To set one up, go to: Main menu > General > Other > Unit Of Measure (Click on image for larger view) Pick the basic Unit of Measurement which you need for your business, give it a name (if it’s not already there). Click save and … Read more
Setting up the contact information of your clients and suppliers is a crucial part of using the SmartB system. It is advisable to fill in as much as information as possible to allow the relevant information to be auto-loaded while entering data for other tasks. Note: Most features within the system requires a contact person … Read more
For those of you who wants to change your personal details, including your email address, password and mobile number, make sure to Click on your name (top right corner of the page) Go to My Profile And the following will appear. (Click on image for larger view)
After working with a few clients and getting really useful feedback, we’ve decided to install some shortcuts into the system. Here are some of the shortcuts we have: Ctrl + S = Save Tab = move to the next cell/button Shift + Tab = move to the previous cell/button Down arrow = move to next … Read more
This module is designed to help you get started quickly with the most basic features first. Once you get used to the basic features and/or if you need a comprehensive guide, you can head directly to the relevant modules later. Hope this would smoothen your user experience here at SmartB.