Session 1:
• Getting to know Sage Pastel Evolution – modules, system requirements, installation preparation, working with SQL server.
• Company Databases – creation, registration, back up, linking workstations.
• The System Explorer – System Explorer Elopements, Work Area and multiple windows.
• Working with Records – a) creating, editing, deleting records, b) sort, group, filter and searching, c) adding notes, selecting records in processing screens
• Enquiries & Reports
• Administrative Functions – Agents, Access Permissions, Admin Functions, Delete the Course Company
Session 2:
2.1) GL/AR/AP:
• GL set up processing, enquiries and reports
• AR/AP set up, processing, enquiries and reports
• Processing bad debt
2.2) Multi Currency
• Creating Foreign Currencies and Exchange Rates
• Creating Profit / Loss on Exchange Ledger Accounts and Transaction Types
• Checking Customer / Supplier Defaults
• Creating Foreign Customers and Suppliers
2.3) Pricing Matrix:
• Contract price per customer/supplier per inventory item
• Expiry Date
Session 3:
• Inventory and Order Entry Set up and maintenance
• Inventory return, stock take adjustments
• Inventory and Order Entry Enquiries and Reports
