Help Center
Announcements
New AnnouncementsGetting Started
Check out these handy guides to get up and running on AGG SMART.Customers / Quotes
All about adding and managing customers and quotesShipping
All about planning and despatchTomTom Tablet
All about the TomTom / Webfleet tablets.Invoicing / Accounts
All about invoicing customers and accounts functionalityAGG NAV Driver App
All about the AGG NAV Android Driver appReporting
All about reporting and data downloadGeneral Settings
All about the general use of the AGG SMART service
Recent Articles
Splitting An Order Across Multiple Days
It is possible within AGG SMART to split an order across multiple days. Setting Up A Job To Have Multiple Loads Deliver On Different Days If you know an order is going to require multiple loads but some of the loads will have to be carried out on ...Bank Credit Card Decline Codes - NMI
These are the general codes used by banks when a transaction is declined. Some bank decline codes may be different. Decline Codes - NMI 200 The transaction was declined by the processor. The customer's bank is unwilling to accept the transaction. The ...Quoting Jobs For Collection
AGG SMART allows you to quote jobs for collection. To do this you need to start a new quote either by using the "Quick Quote" button or selecting a customer and clicking "New Quote / Order". With the quote form open click the "Sites" button This will ...How To Raise A Credit Note
There isn't a way to raise a credit note from within AGG SMART as this would need to be done within your accounts package. However, you can match the amount of credit you are giving by applying a discount to the invoice on AGG SMART. Use the "Check" ...Obtaining your Opayo API Details
For PayLinks and Online Ordering, we require your Opayo Gateway API key and API password. To obtain this, you need to log into your Opayo gateway with the Administrator details. This is where the username is the same as your vendor name. The Opayo ...
Popular Articles
Card Repeat Auth / Capture
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 card has been successfully pre-authed and captured, you will have the ability to charge this card ...Customer Notes (Special Codes)
[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 customer page [PO-Required] Require purchase order number to be filled in [noInvoice] Do not set ...Invoice Number Column
YELLOW background Quote Emailed GREEN background Invoice Emailed GREEN number Invoice Imported GREEN number (with green border) Invoice Imported (and confirmed in accounts package)Payment Column
Overview The payment column within 'Customers / Quotes' table changes colour and updates based on the payment status of the invoice and the card authorisation status. Green Background A green background, as shown by the red arrow in Figure 1 below, ...Phone System Integration (call pop)
AGG SMART connects into many business phone systems which makes it really easy to find the customer before the call is even answered. When the phone is ringing, you will get an alert on AGG SMART, and if it matches the customer phone number, you can ...