Quick start

 

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Quick Start Guide

1. Double-click the Smart-It icon on your desktop. Frontend_Icon

2. The login screen will appear:

Smart-It_Login

 

3. To explore the demo, click Log In.

Demo password: 123

Change it under Employees > Edit Employee

 

4. To start working, select your company database from the dropdown.

 

5. To create a new company, click New Company.

 

Company Setup Steps

General Ledger (GL) accounts

General Ledger (GL) Accounts

Go to Ledger > Account Setup to view or add accounts (e.g., salaries, fuel).

The system has a predefined chart of accounts, suitable for most businesses.

To change default GL accounts:

Ledger > Account Options > Account Defaults tab

To import accounts:

Ledger > Account Setup> Extra tab and select Import

 

Stock Groups

Stock Groups

Go to Stock Items > Stock Groups.

Each stock item links to a stock group. Groups determine Sales and Cost of Sales posting accounts.

 

Add Employees

Go to Employee > Add Employee.

Assign a security group and password for each user.

 

Add Customers

Go to Customer > New Customer

OR: Import via Customer > Extra > Customer Import

Export Outlook contacts (optional) to CSV and import them here.

 

To enter opening balances: Go to Customer > Customer Journals

If you need to enter aged balances, obtain balances for each aging period you use. When entering opening balances, select the appropriate GL account—either Controls > Customer Opening Balances or the account recommended by your accountant for this purpose.

 

Add Suppliers

Go to Supplier > Lookup & Reconciliation and click on the Add Supplier button.

Enter opening balances at Supplier > Supplier Journals

Use Control Account: Supplier Opening Balances

 

Add Stock Items

Go to Stock Items > Stock Lookup  and click on the Add New Stock button.

OR: Import via Stock > Stock Extra > Stock & Price List Import.

Then go to Stock Items > Stock Take to import stock quantities

Point of Sale Setup

Go to Invoice > Invoice options

Set the message to display on invoices here.

 

Company information

Go to Company > Add or Edit Branches

 

 

 

 

Document Messages

You can create custom messages to display automatically on your invoices, statements, quotes, job cards, sales orders and more. To change or edit the messages.

Invoice Message

Go to Invoice > Invoice options Go to

Quote Message

Go to Quote > Quote Options

Job Card Message

Go to Workshop > Options

Customer Statements

Go to Customer > Customer Options

Sales Order

Go to Quote / Sales Order > Sales Order Options >Printing tab

 

 

Watch the Tutorial: Setting Up Custom Messages - Tutorial

 

Posting Opening Balances

When setting up a new company, you'll need to post the opening balances for customers, suppliers, trial balance, and stock.

 

Customers at

Go to Customers > Customer Journal

Suppliers at

Go to Supplier > Supplier Journal

Trial balance at

Go to Ledger > Adjustment Journal

Stock and Cost Prices at

Go to Stock > Stock Adjustment

 

Tax System

Set your tax system at Ledger > Tax Setup

 

 

 

 

Keywords: Custom Messages,Getting Started,Help,Messages,Opening Balances,Quick Start Guide,Setup