Customers / Quotes
ULEZ/DVS and Other UK Zones
In order to see if a delivery/collection/depot address is within any HGV restricted zones, you can click on the Overlay button to show said zones on the map in Check Location. We will endeavour to keep these zones as up to date as possible. If you ...
Card Payment Email Receipt
Payment Receipts AGG SMART can now send out automatic payment receipts for credit card payments. The customer will receive an email informing them of the amount captured or pre-authed on the card. It is sent by email automatically when a card ...
Moving Between Shipping and Quotes whilst Highlighting a Job
The easiest way to move between the Shipping and Customers / Quotes screens is to use the buttons for each at the top of the page. But, what if you want to do so whilst keeping tabs on the job that you are working on? From the Shipping Page, if you ...
Default Payment Type
You can now set default payment types per customer by going to Edit Customer, scrolling to the Notes box and entering one of the following: [PAY-CASH] = Default to Cash payment type for new quotes [PAY-CARD] = Default to Card payment type for new ...
How to Pre-Authorise a Payment
As soon as your quote has been added, if you selected Card as the payment type, you can immediately pre-authorise a payment from the customer's card. Pre-authorising a payment allows you to ringfence a sum of money from your customer's account, ready ...
Accessing the Downloads/Admin Section
Within the Customers / Quotes section, there is an additional option on the left had pane for Downloads. From here, you can export various reports containing data from your AGG SMART, as well as accessing a number of admin tools to manage the system. ...
How to Configure BT/Go/Horizon Integrator for AGG SMART
The BT/Go/Horizon Integrator can be configured to feed calls from external customers into AGG SMART and bring up customer information for you. Note that the below only needs setting up on one PC and it will work for all users. If you run Go ...
How to View All of the Changes on a Quote/Job/Delivery
NOTE: This feature is not switched on by default, and is only available on request. Please call on 0116 298 2888 or email support@aggsmart.co.uk to enquire about adding it to your AGG SMART user. The Audit feature in AGG SMART allows you to see any ...
Credit Limit Restrictions
AGG SMART has added a new feature whereby customers who have strayed beyond their agreed credit limit cannot have a new quote added for them until the outstanding balance has been resolved. This is to aid you in keeping account customers in check ...
How to Add a Pump Operator
When adding a job that involves a pump, you have the choice within Pump Info to select the Pump Operator. By default, the only option will be Own Pump. This identifies that the pump is being operated by yourselves. However, that may not be the case, ...
Print Invoices from a Specified Date Range
In AGG SMART, you can select completed jobs by a range of dates, and then print copies of all invoices from this period. To begin, click on Customers / Quotes, Completed, and then the drop down arrow next to the date. There are plenty of options to ...
Using Quick Quote
The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...
Add A New Quote for A New Customer
If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...
Add A New Quote for An Existing Customer
To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...
Update Customer Information
Should you need to amend the information stored against a customer, you can do that from within the customer page on AGG SMART. Navigate to the customer in question in the Customers / Quotes section, and then click on Edit Customer (1). This will ...
what3words
what3words divided the world into 3 metre squares and gave each square a unique combination of three words. It’s the easiest way to find and share exact locations. You can search for delivery locations on AGG SMART using what3words. Please contact us ...
Filter Job List
You can use the "Filter" option to filter the job list by a number of criteria. First, select a date range, then select the "Jobs" report (or "Completed" report). Then you can filter the result by adding a search term into the filter box. Examples to ...
Customer Discounts
As well as Project Prices, you can also give customers a monetary or percentage discount over your retail prices. To do this, just edit the customer and select the discount type and amount. Then when you next quote them up for a job, AGG SMART will ...
Material Margin on Quote
If you fill out your mix design batch details and material costs in the admin section, then AGG SMART can display your costs and margins when you are quoting a customer. You can also add fuel price per mile. AGG SMART will then let you know at a ...
Project Pricing
AGG SMART has a facility for you to provide selected customers with their own custom prices. First of all, edit the customer and tick the "Project" box Then, you will see that the customer has a new menu option called "Project Prices" If you click ...
EPOS
AGG SMART has an EPOS facility to easily manage collects. Collect jobs can easily be created and invoiced and an electronic signature obtained without having to schedule the job onto a vehicle. Please contact us if you would like this feature ...
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 ...
Cancel Pre-Authorised Payment and Take A New Payment
There are a number of reasons why you may need to cancel a pre-authorised payment and take a different one. The customer might want to pay via a different method, or on a different card, or you may not have pre-authorised enough money for the produce ...
Reverse Charge VAT
You can set up a job as reverse charge VAT on AGG SMART. We have added another VAT type on the dropdown list.
Reverse Price Calculator
AGG SMART charges for concrete by the price per m³. If you need an easy way to work out the price per m³ from a total price for concrete, AGG SMART has this on our calculator. For example, if you wanted to charge £300 (inc vat) for 2.5m³ of concrete, ...
Quick Start Guide
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 of your customers, so click the "Customers" link. 2) On this page you can search for any ...
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 Type Ahead
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 SMART will start to suggest possible matches. The more you type, the more precise the search will get. ...
Merge Customers / Move Jobs
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, then search by customer surname or company name. Sometimes, a customer may be created twice by ...
Customer Text (SMS) Messages
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 are sent to the customer per order. The text message is sent to the "Site Contact" mobile number ...
Search for Customer by PO Number
You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932
Enhanced Project Pricing
Project prices can now include Admixes. You can also print or email the project price list directly to the customer email address. Also, it is now possible to set a Part Load, Wait Time, or Pump charge specific to a customer from within the Project ...
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 ...
Job Notes (Special Codes)
[INOTE:###] Add a custom note to the invoice [COD:Y] Do not import this job into Accounts (ignore) [noInvoice] Do not set invoice number for this job or import [CC:###] Invoice Customer Code [SC:###] Invoice Supplier Code [BR:###] Invoice Branch Code
Site Contact / Receipt To (Send/Save/Select/Copy)
SEND Click this to highlight it in green. If this is highlighted, then the on-site contact email will receive a summary of the quote via email. SAVE Click this to highlight it in green. Select this and the site contact details will be saved in the ...
Search for customer PO number
You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932
Require a PO Number to Be Entered
You can now force a customer’s quotes to include a PO Number by adding [PO-Required] to the notes field when editing the customer. This will then be a required field when adding or editing a quote. This is entered into the CUSTOMER's notes field, not ...
Bank Credit Card Decline Codes
These are the general codes used by banks when a transaction is declined. Some bank decline codes may be different. Decline Codes Response Description 01 Declined - Call Issuer 04 Declined - Pick Up Card 05 Declined - Do Not Honor See: What is a "05" ...