AGG SMART

1) Links to the three main sections of the system are in the top right corner. Customers / Shipping / Tracking. First of all, you will need to add in some ...

AGG SMART (with SagePay) provides the facility to re-charge a previously charged card without having to re-enter the credit/debit card details. Once a c...

Customer "Type Ahead" makes it quicker to find customers on AGG SMART. You can start typing any part of the customer name or company name and AGG ...

Merge Customers On AGG SMART, you should always search for a customer first by the last few digits of their caller ID. Then if that returns a blank, the...

AGG SMART (connected to www.messagebird.com) has the facility to keep the customer up to date with their order via text message. Up to five text messages ar...

If you are ever in doubt about what the different text and background colours mean on AGG SMART, hover over the i icon (1). A green background on the invoic...

You can now find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:44993...

Excel Reports You can filter the Excel downloaded reports by customer. To do this, first find and select the customer in the customer search (#1). Then ...

Project prices can now be made up including Admixes. You can also print or email the project price list directly to the customer email address. 

[TERMS:##] Payment terms for invoice in days (NET) [TERMS1:EOM] Terms type End of Month + days from inv date [WARN:XYZ] Adds a text warning to the...