Category: V. Maintenance

How to create a warehouse record

How to setup a warehouse record, V. Maintenance

If your business has multiple warehouses located at different areas, it’s better to keep a record of all warehouses for better tracking of inventory and transferring of products in case one branch will need stocks.

1. In creating branch or multiple warehouse, simply go to Maintenance click Warehouse.

2. Click the Create New button to add new warehouse.

3. Add a Warehouse Name, input the Address, Contact Person of that designated warehouse and Contact Number. Assign a Location Name for that warehouse.

4. Click Create once done. Repeat the process when adding another warehouses.

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How to set-up assigning/borrowing record

How to set-up assigning/borrowing record

Keeping up with every asset record is important for smooth workflows and business operations. When a certain asset was originally issued to a staff, then assigned or borrowed to another staff, it is important to keep a record of that transaction for asset tracking.

  1. On the Maintenance menu, select Assigning/Borrowing.

2. Click Create New to add new assignment.

3. Click on the Date the asset is assigned. Select the Staff whom the asset was assigned to.

4. Click on the Asset, input its Serial Number and choose the Condition of that asset on the date of assignment.

5. Add a Note if necessary. Then click Save.

How to set-up staffs record

Getting Started, V. Maintenance

All businesses assign each staff who plays a significant role in every department. To keep track of who is using the system, it is important to create a staff record.

  1. On the Maintenance tab, select Staffs.

2. Add users by clicking the Add button.

3. Manually input all the details, including the Staff Code and the warehouse they are assigned.

4. Make sure to also input the Account Details, with their username and password. Click Save once done. Repeat the process for another record of staffs.

How to set-up a special discount

How to setup a special discount, V. Maintenance

SIA special discount is used by setting a discount per product which can be offered or assigned to your customers.

1. On the Maintenance menu, click Special Discount and click Add button.

Note: For the import, we already have a template for you to fill in. After filling out the template you can select the file you import then upload it on the system.

2. Input the Name you want to record. Select the Type of the product, whether it’s PER SINGLE PRODUCT or PER BRAND.

3. Select which product you’re going to provide a discount. Add the Date of Expiration of that certain special discount. If the special discount was not availed within the date, no discount will be given to customers.

3. Choose the discount by either Percentage or Fix Amount. Type in the Amount and click Save.

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Create an approver

How to setup an approver record, V. Maintenance

For the security and correctness of every order, approvers can be assigned to users of the system.

1. On the Maintenance, click Approvers, and click Add button.

2.Select a staff or user who will be the approver.

3. Select in which order the approver needs to approve the transaction.

4. Choose what transaction needs to be approved then click Save.

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How to Create Customer Record(s)

How to setup a customer record, V. Maintenance

For better tracking, customer record(s) should be saved in the system with their complete details.

  1. On the menu, click Maintenance and select Customers.

A. Creating a customer record(s) one at a time

1. On the Action section (left side), click the Create New button.

2. Input each customer record with their information, especially those field marked with *.

3. Input the Address Information.

4. Input Other Information.

5. After filling out all the fields, don’t forget to add a contact person. Click Add Contact Person and input all the necessary details of that contact person.

6. Once done, click the Save button. Repeat the process for the other customers.

B. Creating customer record(s) by batch upload

If you have a number of customer records that needs to be set up, it’s better to use this way of importing.

1. On the Action section (left side), click the Import Excel button.

2. Click the Download Template button. Make sure to follow the template to match with the system.

3. Open the Excel templates, fill up the fields, and save on your computer.

Note: Make sure that the Customer Codes match in the three templates for a specific Customer.

4. Go back to the system, click Select File and select the Excel file you saved.

5. Wait for the file to upload.

6. Click Save once done.