Add different system users for different departments. This will help in making a quick and accurate process.
1.On the menu, click Maintenance and select Staff.
2.Click the Add button
3. Fill up the Personal Information. Note: Special characters are not allowed in any information of the user.
4. Fill up the Contact Information.
5. Fill up the Account Details. Click the Save button.
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Ensure the safety of your data and use of the system. Setting up a schedule of access use will double the security of your system.
1. On the menu, click Maintenance and select System Access.
2. Click the Create New button.
3. Type in the Group Name and Description. Tick whether to have an ISOLATED RECORD or not. Click the Save button.
4. On the lists of system access, you can click a button where you can edit, enable access and edit schedule.
5. In Access Setting, select access to ENABLE or DISABLE. Click Save Changes when done.
6. In Edit Schedule Setting, tick the day of access availability. Select the start time and end time the access can be used. Click Save Changes once you’re done.
5. Click save changes.
Control your users accesses for a more secure and safe transactions. This is advisable to setup for different departments.
1. On the menu, click Maintenance and select System Access.
2. Click the Add button.
3. Input the Name and Description.
4. Click the Save button.
5. Select access to Enable or Disable.
6. Click Save Changes.
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Setup terms for your payables and receivables. Track these transactions for a better cash flow. Payment terms provide clear details about the expected time the payment should be made, whether it be on a sale or purchase.
1. On the menu, click Maintenance and select Terms.
2. Add your payment terms by clicking the Create New button.
3. Input the Name and the Days. Click Save once you’re done. Repeat the process if you have multiple payment terms.
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Products can be added in SIA in two ways:
One at a time – Use this approach if you have a limited number of products.
Batch upload – Import your product details all at once by using our Excel template.
On the menu, click Warehouse and select Inventory.
1. On the Action section (left side), click Create New button.
2. Fill up the product details. On the Image field, click the grey square to upload a photo.
3. Input Item Code and Item Name. Note: Item Code and Item Name must be unique.
4. Select category. If the category is not on the list, click Add New Category and type the category you want to add. Note: Group your products into distinct categories. This might help you in organization and analysis.
5. Select a Brand. If the Brand is not on the list, click Add New Brand and type the brand you want to add.
6. Type in the Barcode and Description.
7. Select Supplier and Unit. Note: The unit is what term you use to measure the quantity of your product (Example: Pcs, Kg, Box)
8. Input the Current Quantity, Cost, Price, Reorder Quantity, and Critical Limit. Note: Reorder Quantity is the quantity when your item is needed to be reordered. Critical Limit is the critical level of your item’s quantity. Get notified before you go out of stock.
9. Select Item Type if Product or Service. Note: COGS Account is connected on your income statement. Tax type: If your item is VATable or Non VATable.
10. Select Active in Status to display the item. Note: Inactive status will not display the item for your transactions.
11. If you want to set expiration, tick Enable Expiry. Note: Adding of Expiration Date is upon receiving the item.
12. Tick Enable Group Price, if you have multiple pricing for different customers and input the prices for your item. Note: One group price of an item can be assigned to your customer. This is the amount they have to pay.
13. Click the Save button.
1. On the Action section (left side), click Import Excel button.
2. Click the Download Template button.
3. Open the Excel template, fill up the fields, and save on your computer.
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.
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Unit is important for products since the items are being measured or counted in different values.
1. On the menu, click Maintenance and select Units.
2. Click the Create New button.
3. Input the Unit Name, Description, and Quantity. Click the Save button when done.
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Records of your suppliers and payees can be saved in the system for your purchases and payables. This is for a more organized process.
1. On the menu, click Maintenance and select Vendors.
2. Select Supplier/Payee and fill out all the necessary information. Input a unique Vendor Code and Name for each supplier/payee.
3. Input all the necessary details of that contact person.
4. Fill out the Other Details. Once done, click Save. Repeat the process for the other suppliers/payees.
If you have a number of vendor records that needs to be set up, it’s better to use the other way of importing.
3. Open the excel template, fill out the fields then save it on your computer. NOTE: Make sure that the Vendor Codes match with the other templates for a specific Vendor.
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.
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Go to this link: https://systemsia.com/dashboard/index.php/login
Input your username and password.
Click the Sign in button.
Before using the system transactions, it is advisable to create or setup the following in sequence:
