Academy

SiaOne ERP help and training

Learn SiaOne, one task at a time.

Find the answer in seconds. Search for what you want to do - in your own words - and watch a short video with clear steps.

Popular:
146
step-by-step lessons
157
short videos
18
apps covered

New to SiaOne?

Start with the full tour

One video that walks through the whole ERP - how the apps fit together and how work flows from a quotation to the accounts. Then learn each app with its own overview, and each task with a short video and written steps.

  • Full tour - the whole ERP in one video
  • App overviews - one video per module
  • Task videos - one short video per task, with steps

Take the full tour

Start here The full SiaOne tour Watch the video · 2:31

Browse by app

One section for every app in SiaOne. Pick the one you are working in.

Getting Started Sign in, find your way around, and understand companies and branches. 12 lessons Customers & Vendors Contact records shared by every app - addresses, currency, payment terms and credit control. 8 lessons Sales Quotations, sales orders, deliveries, invoices, contracts and subscriptions. 15 lessons Purchase RFQs, purchase orders, goods receipts (GRN), vendor bills and returns. 11 lessons Inventory Products, stock on hand, counts, transfers, lots, reordering and landed costs. 16 lessons Accounting Invoices, bills, cash purchases, payments and cheques, journals, currencies and assets. 22 lessons Accounting Reports Financial statements, ledgers, receivables and payables, Statement of Account, VAT Return. 15 lessons CRM Leads, the opportunity pipeline, sales teams and lost-deal analysis. 6 lessons Expenses & Petty Cash Expense reports and receipts, approvals, reimbursement, advances and petty cash boxes. 4 lessons Manufacturing Bills of materials, manufacturing orders, work centers and quality checks. 3 lessons Employees Employee records, identity documents and renewals, departments and the org chart. 4 lessons Attendance Daily attendance sheet, monthly summary and attendance devices. Coming soon Time Off Leave requests, approvals, balances and leave types. Coming soon Payroll Salary structures, payroll runs, payslips, loans, WPS and gratuity. 6 lessons Projects Projects, tasks, timesheets, billing and project profitability. 4 lessons Team Room Chat with your team and share records without leaving SiaOne. 2 lessons Imports & Exports Bring data in from Excel or CSV, check it, undo an import, and export any list. 4 lessons Settings & Administration Users and access, companies and branches, approvals, document templates, email and apps. 14 lessons

Everyday tasks

The things people look up most often.

1:11 Sales Create a quotation Prepare a quotation for a customer, add products and prices, then print it or send it by email. 1:33 Accounting Create a customer invoice Create a tax invoice for a customer, save it as a draft, then confirm it so it is posted to the accounts. 1:33 Accounting Record a customer payment Record money received from a customer by cash, bank transfer, card or cheque, straight from the invoice it pays. 1:25 Purchase Create a purchase order Start a request for quotation (RFQ) for a vendor, add the products, then confirm it into a purchase order. 1:08 Purchase Receive goods from a vendor (GRN) Record the goods that arrived against a purchase order. Stock goes up as soon as the receipt is validated. 1:57 Accounting Record a vendor bill Enter a bill you received from a supplier - for expenses or for products - and confirm it so it is posted. 1:22 Inventory Check stock on hand See how much of each product you have and what it is worth, find a product quickly, and see how its quantity got there. 1:38 Accounting Reports See who owes you money (Aged Receivable) Use the Aged Receivable report to see every unpaid customer invoice by how overdue it is, then filter it, open an invoice and export the report.

See all 146 lessons

From start to finish

See how one piece of work moves through SiaOne, step by step.

Quote to cash

From the first quotation to money in the bank.

  1. 1Create a quotation
  2. 2Confirm a quotation into a sales order
  3. 3Deliver a sales order and create the invoice
  4. 4Create a customer invoice
  5. 5Record a customer payment

Procure to pay

Order from a vendor, receive the goods, pay the bill.

  1. 1Create a purchase order
  2. 2Receive goods from a vendor (GRN)
  3. 3Create a vendor bill from a purchase order
  4. 4Pay a vendor bill

Lead to order

Turn an enquiry into a confirmed sale.

  1. 1Add a lead
  2. 2Convert a lead to an opportunity
  3. 3Create a quotation from an opportunity
  4. 4Confirm a quotation into a sales order

Hire to payslip

Add a new employee and pay the first salary.

  1. 1Add an employee
  2. 2Set up salary components and salary structures
  3. 3Run payroll for the month
  4. 4Download the WPS file (SIF) for the bank

Month-end closing

The reports to run, in order, before you close the month.

  1. 1See who owes you money (Aged Receivable)
  2. 2See what you owe vendors (Aged Payable)
  3. 3Run the Tax Report
  4. 4Check the books with the Trial Balance and General Ledger
  5. 5Run a Profit and Loss report
  6. 6Run a Balance Sheet

Your first day

Everything a new user needs before touching a document.

  1. 1Sign in to SiaOne
  2. 2Find your way around
  3. 3Switch company and branch
  4. 4Search anything from the top bar
  5. 5Work with lists - search, filters, group by and saved searches