Dashboard
Track every quantity from PO through container and ETA.
Open Purchase Orders
| PO # | Vendor | PO Date | Items | Total Qty | Shipped | Balance | Status |
|---|
Purchase Orders
Each PO line can be split across multiple shipments.
| PO # | Vendor | Sent Date | Ship Date | Cancel Date | Items | Ordered | Shipped | Balance | Status |
|---|
Shipments
One shipment can include items from multiple purchase orders.
| Shipment # | Container # | Status | ETD | ETA | Destination | Items | Total Qty |
|---|
Receiving
Receive complete shipments, record discrepancies, and calculate landed inventory cost.
Shipments Available to Receive
| Shipment # | Container # | Current Status | ETA | Destination | Items | Total Qty | Action |
|---|
Receiving History
| Receipt # | Shipment # | Container # | Received Date | Warehouse | Good Units | Landed Cost | Status |
|---|
Vendors
Vendor master list.
Inventory
Current stock, demand, and availability by item.
Select an item from the list to view its inventory details.
Inventory Monitoring
Monitor reorder points, shortages, and incoming inventory.
| Item # | Description | Available for Sale | On Order | In Transit | Projected Available | Reorder Point | Shortage | Status | Reminder |
|---|
0 records shown
Non-Inventory Items
Charges and adjustments that can be used on transactions without affecting inventory quantities.
Add Non-Inventory Item
| Code | Description | Type | Default | Active | Actions |
|---|
Items
Master inventory catalog.
Select an item from the list to view its details.
Allowance Types
Percentage-based allowances used on purchase orders, sales orders, invoices and credits.
%
| Allowance Type | Default Percentage | Active | Actions |
|---|
Company
Manage SM Tek Group and any additional companies used in the system.
Payment Terms
Payment terms for vendors and purchase orders, in one fixed format (for example 20% Deposit, 80%-NET30) so Vendor Payments can work out the due dates: the balance is due the NET days after each shipment is created.
Saved as20% Deposit, 80%-NET30
Shipping Terms
Manage the shipping terms available for vendors and purchase orders.
Currency
Manage the currencies available for vendors and purchase orders.
Tax Rate
U.S. state-level sales tax rates.
| State | State Sales Tax Rate |
|---|
Base state-level rates only. Local and product-specific taxes can change the final rate.
Carriers
Manage the carriers available for shipments.
Shipping Agencies
Manage the shipping agencies available when creating shipments.
Locations
Manage warehouses and the bin, shelf, or zone locations used for inventory.
Warehouses
| Code | Warehouse | Address | Phone | Employees | Active | Actions |
|---|
Add Inventory Location
| Warehouse | Location Code | Location Name | Active | Actions |
|---|
Brands
Manage the brands available when creating and editing items.
| Brand | Active | Actions |
|---|
Item Category
Customs categories (with HTS codes) for shipping documents, and inventory categories for reports.
Add Customs Category
Customs Category sets the HTS code on customs documents.
| Customs Category | HTS Code | Active | Actions |
|---|
Add Inventory Category
Inventory Category groups items in reports (for example MFi Cables, Type-C Cables).
| Inventory Category | Items | Active | Actions |
|---|
Consignees
Manage consignee information used on shipments, Commercial Invoices, and Packing Lists.
| Company Name | Address | Phone | Active | Actions |
|---|
COO
Manage Country of Origin options used on customs documents.
Add Country of Origin
| Country of Origin | Active | Actions |
|---|
UOM
Manage units of measure used throughout item details. Standard length and weight conversions are built into the software and update automatically.
Add UOM
| Active | Actions |
|---|
Document Numbers
Set where each document series continues. Numbers only move forward and are never reused.
| Document | Next Number | Set Next Number |
|---|
Email Settings
Control the sender, default message, recipients, and PO email behavior.
Sender
Not Connected
Connect your Microsoft 365 mailbox for Direct Send.
Send-only access to smtekpos@smtekgroup.com. Replies go to Shlomo@smtekgroup.com. Business emails automatically copy Shlomo; password links do not. No inbox access or personal-mailbox connection.
The Microsoft key the POS sends with (Entra → App registrations → the POS app → Certificates & secrets). Administrators get a reminder 30 and 21 days before, then every day from 14 days before, until a new date is saved here.
Purchase Order Email
Available fields: {Vendor Name}, {PO Number}, {PO Date}, {Ship Date}, {Cancel Date}, {Inspection Date}, {Company Name}.
Default Attachments
Email delivery status
Direct Send uses smtekpos@smtekgroup.com and includes the attachments selected above. A copy goes to Shlomo@smtekgroup.com, replies are addressed to Shlomo, and sent messages are saved in the dedicated mailbox’s Sent Items. Microsoft acceptance is not a delivery receipt.
New Item Badge
The picture shown next to items ticked New on the Stock Status report and the customer stock list.
Current Badge
On a List
Theme
Customize the software accent and button colors.
Theme Presets
Custom Colors
Preview
Buttons and accent elements throughout the software will use these colors.
Users
Manage users, permissions, and review system activity.
User Management
Users
Activity Log
See who changed what, when it changed, and which record was affected.