Siotrix Guides

Welcome to the Siotrix guides section. Here you'll find comprehensive documentation on all major features and workflows.

Document Management

Learn how to create, manage, and automate your business documents:

• Invoices - Create and manage customer invoices
• Quotes - Generate professional quotes
• Orders - Process and track customer orders
• Templates - Customize document templates
• AI Extraction - Automatically extract data from documents

Customer Relationship Management

Manage your customer relationships effectively:

• Contacts - Organize customer and vendor contacts
• Companies - Manage company relationships
• Leads - Track potential customers
• Opportunities - Manage sales opportunities

Inventory Management

Keep track of your products and stock:

• Products - Manage your product catalog
• Stock - Monitor inventory levels
• Warehouses - Multi-location inventory
• Tracking - Track inventory movements

Automation

Automate repetitive tasks and workflows:

• Workflows - Build custom workflows
• Email Processing - Automate email handling
• AI Assistants - Use AI to automate tasks
• Triggers - Set up automated actions

Mobile App

Access Siotrix on the go:

• Getting Started - Install and set up the mobile app
• Document Scanning - Scan documents with your phone
• Offline Mode - Work without internet connection
• Notifications - Stay updated on the go

Integrations

Connect Siotrix with your other tools:

• Overview - Available integrations
• Stripe - Payment processing
• Email - Email integration
• Webhooks - Real-time event notifications

Popular Workflows

Invoice to Payment

1. Create invoice from order
2. Send to customer via email
3. Track payment status
4. Automated reminders for overdue invoices
5. Record payment and update accounting

Quote to Order

1. Generate quote from CRM opportunity
2. Customer approves quote
3. Convert quote to order
4. Update inventory reservations
5. Generate delivery documents

Document Processing

1. Receive invoice via email
2. AI extracts data automatically
3. Review and approve
4. Post to accounting
5. Schedule payment

Video Tutorials

Browse our video library for visual walkthroughs:

• Getting started with Siotrix (10 min)
• Creating your first invoice (5 min)
• Setting up automation workflows (15 min)
• Using the mobile app (8 min)
• AI document processing (12 min)

Need Help?

Can't find what you're looking for?

• Search the documentation
• Check our FAQ
• Contact support
• Schedule a demo call