Tag: import

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.

Create product record(s)

How to setup a product record, V. Maintenance

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.

How to setup a product record one at a time

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.

How to upload product records by batch

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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