FAQ

Product Questions

What is So Smart?

So Smart is a cloud-based business management software built on Microsoft Dynamics 365 Business Central. It helps small and growing businesses manage accounting, sales, purchasing, inventory, production, and financial oversight from a single integrated platform.

Who is So Smart for?

So Smart is designed for small and medium-sized businesses, startups, and growing companies that want to move beyond spreadsheets, disconnected software, or outdated systems by adopting a modern, scalable, and cloud-based solution.

Is So Smart an ERP?

Yes. So Smart is a business management solution built on Microsoft Dynamics 365 Business Central and includes capabilities for finance, sales, purchasing, inventory management, production, project management, reporting, and integrations.

What is the main advantage of So Smart compared to separate tools?

The main advantage is having your business data and processes connected in one system. This reduces duplicate work, manual data entry, and inconsistencies across departments while improving visibility and operational oversight.

Is So Smart suitable for a small business?

Yes. The solution is designed to make Microsoft business management software accessible to smaller and growing organizations through a guided setup process and straightforward monthly pricing.

Pricing Questions

How much does So Smart cost?

So Smart plans start with a monthly per-user subscription. Pricing can vary based on the capabilities you need, including accounting, sales, purchasing, inventory, production, project management, business intelligence, or integrations.

Are there any setup fees?

So Smart includes zero setup fees for standard plans, making it easier to get started without a large upfront investment.

Can I start with just a few users?

Yes. The pay-per-user model allows you to start with the number of users you need and add more over time as your business grows and additional processes are brought into the system.

Is support included?

Yes. Support is included with So Smart plans to help your business during both the onboarding phase and day-to-day use of the solution.

Can I add functionality later?

Yes. Additional capabilities can be activated as your business needs evolve, allowing you to start with a practical configuration and expand over time.

Implementation Questions

How long does it take to start using So Smart?

So Smart was created to reduce deployment time compared to traditional ERP projects. The goal is to get your business up and running quickly through a guided process that includes system configuration, data import, and user training.

Do I need a complex ERP implementation project?

No. So Smart is designed to simplify the adoption of business management software with a faster, more guided, and more standardized approach than traditional ERP implementations.

Who helps me during onboarding?

During onboarding, your business is supported by experienced consultants and a structured process that helps complete key activities such as system configuration, data migration, process validation, and user training.

Do I need technical expertise to get started?

No. The So Smart onboarding process is designed to guide users through the required steps, reducing technical complexity and making adoption easier even for teams with no prior ERP experience.

Can I migrate data from my current system?

Yes. During implementation, data migration activities can include customer and vendor records, inventory items, account balances, and other information needed to start using the system effectively.

Functionality Questions

Does So Smart manage inventory?

Yes. So Smart supports inventory management, stock levels, warehouse locations, multi-warehouse operations, lot tracking, serial numbers, inventory movements, picking, packing, and shipping.

Does So Smart support manufacturing or assembly?

Yes. The solution includes capabilities for bills of materials, production processes, material planning, production tracking, and cost management. Assembly planning can be particularly valuable for growing businesses.

Does So Smart manage sales and purchasing?

Yes. The system helps manage customers and vendors, quotes, sales orders, price lists, procurement processes, business documents, and due dates.

Can I manage projects and jobs?

Yes. So Smart includes tools for managing projects, tasks, resources, budgets, costs, revenue, project progress, and profitability.

Can I use dashboards and reports?

Yes. Business data can be analyzed through reports and dashboards, including integration with Microsoft Power BI for advanced analytics and up-to-date KPIs.

Microsoft Technology Questions

Does So Smart use Microsoft Dynamics 365 Business Central?

Yes. So Smart is built on Microsoft Dynamics 365 Business Central,