Tutorials
SW Desktop
Third Party Financing
With Smartwerks, customers can finance their purchases with a third party finance company. The following tutorials describe how to set up and process third party payments in SW Desktop...
Sales Quotes
The following tutorials describe how to create a price quote in SW Desktop and then, at a later time, turn the quote into a normal transaction to sell the merchandise to your customer...
Delivery Orders
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'...
Running the Daily Sales Report
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 sorted by...
Completing an Express Sale
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...
Creating a Journal Entry
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...
Work Orders
The following tutorials describe how to complete the work order process in Smartwerks from beginning to end. Work Order transactions are used when repairing item(s) for a customer...
Creating an A/R Account
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
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...
Entering a Purchase Order
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 is using...
Creating a New Customer
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...
Creating an Inventory Item
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
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...