Academy

The full SiaOne tour

New to SiaOne? This is the whole ERP in one sitting - what each app does, how they connect, and how your work flows from a quotation to the accounts.

Start hereOne video for the whole ERP

What SiaOne is

SiaOne is one system for the whole business. Sales, purchasing, stock, accounting, people and projects all work on the same data, so nothing is typed twice: a delivery updates the stock, an invoice updates the accounts, and a payment updates the customer's balance - automatically.

You only see the apps installed for your company, and only the ones your administrator gave you access to.

Every screen works the same way

Once you know one screen, you know them all.

Part of the screen What it does
Home screen One tile per app, plus what needs your attention: activities, approvals and payments due.
Company / branch selector (top left) The company and branch you are working in. Everything you create belongs to it.
Search anything (top bar) Finds customers, vendors, products, invoices, bills, orders, payments and more.
Menu bar Each app has a dark menu bar across the top with everything inside it.
Lists Search, Filters, Group By, Saved Searches, column picker and Export - the same on every list.
Record pages The document on the left, its history on the right. A status bar shows the stage and the next action.
Actions menu (⋯) Print / PDF, Send by Email, Duplicate, Reset to Draft and more.

How work flows through SiaOne

Two flows carry most of the daily work. Each step creates the next one, and stock and accounting follow by themselves.

Selling: Quotation → Sales Order → Delivery → Customer Invoice → Payment

Buying: RFQ → Purchase Order → Goods Receipt → Vendor Bill → Payment

Tip

Let the flow do the work. Confirm a quotation to get an order, deliver from the order, and create the invoice from the order - rather than starting each document from scratch.

The apps

App What you do there
Sales Quotations, sales orders, deliveries, subscriptions, contracts and sales reports.
Purchase RFQs, purchase orders, goods receipts, vendor bills and purchase reports.
Inventory Products, stock on hand, stock counts, transfers, lots, reordering and landed costs.
Accounting Invoices, bills, payments and cheques, journals, VAT, fixed assets and every financial report.
CRM Leads and the opportunity pipeline, before a deal becomes a quotation.
Expenses Expense reports, receipts, approvals, reimbursement, advances and petty cash.
Employees, Attendance, Time Off, Payroll Staff records and documents, attendance, leave, payslips, WPS and gratuity.
Manufacturing Bills of materials and manufacturing orders.
Projects Projects, tasks, timesheets and project profitability.
Team Room Chat with your team and share records.
Settings Users and access, companies and branches, approvals, document templates and email.

Who can see what

For every app, each user has one of three access levels:

  • None - the app is hidden and blocked.
  • User: Own Documents - create records and work on your own, or the ones assigned to you.
  • Manager - all records, reports, deleting and the app's configuration.

An Administrator has full access to every app, plus Settings.

Note

If something in a lesson is missing on your screen, the app may not be installed for your company, or your access level may not include it. Ask your administrator.

Good habits from day one

  • Work in the right company. Check the company selector before you create anything.
  • Draft, then post. A document gets its real number only when it is confirmed or posted.
  • Correct, do not re-enter. Use Edit details, Correct order or Reset to Draft instead of typing a document again.
  • Attach the evidence. Upload receipts, signed delivery notes and supplier invoices to the record.

Next: go app by app

Every app has its own overview video and a set of short task videos.

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