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Getting started with Sales Order

Getting Started, III. Getting started with Sales Order

If you imported your products and Customer from the Setup products and Set up Customer section of this guide, you can now create your sales order .To create your first Sales Order, follow the steps below.

1. Look for the Sales menu, select Sales Order, and click Create New button at the Action section on the left side.

  • Create New Sales Order

2. Click to create new and Select the required details, Customer, Company, and Warehouse. Once done, you can now add a product. 

Note: To know more about adding a customer record, visit How to setup a customer record.

3. Click add a new item to add items to your sales order. Once done, click submit choose between create and view or Create and new 

4. Double check the details and click Submit then Proceed. You have created your first Sales Order.

Note: You may now proceed on How to add payment record to Collection.

  • Submit Sales Order

Note: If you don’t have approval for sales order, you can now create a delivery. 

Note: To know more about adding a customer record, visit How to set up a customer record.

Next Step:

  • Approve Sales Order

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Getting Started with Inventory

Getting Started, II. Getting started with Inventory

Congratulations! You’ve just taken the first step to organizing your inventory with SystemSIA. Now that you’ve started your trial, you can follow this guide. It will help you get the most value out of SystemSIA in the shortest amount of time. 

Importing your products to SystemSIA 

To start managing your inventory, let’s start by adding a product list to SystemSIA. This can be done by importing a csv file to SystemSIA. 

If you don’t have a spreadsheet with all your products, you can get in touch with your vendors/suppliers to see if they can send one to you. From there you can make a few changes to match the import template we have below. 

1. If you haven’t downloaded the template from SystemSIA directly, then download this csv template to quickly import products to SystemSIA. If you already have a csv file with your products, you can format that file to look like this template for easy importing. 

2. Go to Warehouse, select inventory and click import Excel.

3. Click to find the csv file from your computer or drag and drop your file. Then click Save.

Take a look around

Now that SystemSIA has some products, it’s time to get familiar with viewing your products in SystemSIA

1. On the Homepage, click on Warehouse goto inventory. 

2. Click on any of your items in this list to see more details.

3.Here you’ll notice all the information from your csv is populated onto the product record. If you think you’ll be interested in being alerted when you’re low in stock, you can edit the item and add a Critical limit and Reorder Quantity.

4.To view the product list in full screen again, click the blue circular symbol at the upper right. 

Next Step

For the manual input of product, visit How to setup a product record.

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Getting Started with Purchase Order

Getting Started, I. Getting started with Purchase Order

The purchase order is an official document that can be created only for one supplier.
In SystemSIA you can create a purchase order and purchase requests and manually.

When your products are on a critical level, you can now purchase new stock.

In order to create a purchase order manually, follow the next steps: 

1. Goto Purchasing and select purchase Order

  • Purchasing menu

2. Click create new button and select required details, Supplier, Purchasing type, Company, and Date. Once done, you can now add a product.

  • Create New Purchase Order

3. Click Add new item button to add items to your order. Once done, click dropdown and select item to purchase.

4. Once done click submit.

How to track Purchasing 

  1. Look for Purchasing, select Purchase Order, 
  2. Choose the purchase order that you want to check. 
  3. At the Upper details of your purchasing details you can view the status of your purchasing
  • Pending status means, that your purchase order hasn’t been submitted yet for approval. 
  • Submitted status that your purchase order waits for approval by the responsible manager.
  • Approved status means, that your purchase order was approved by the responsible manager.
  • Partial Delivery status means, that your customer purchase order haven’t fully delivered yet. 
  • Fully Deliver status means, that your customer purchase order is now fully delivered.

Note: If wish you to have an approver of your purchase click here to know how to create an approver

Next Step:

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