Description

 

 

Lesson 01 – Installing Sage 50C Pastel Partner

• Preparing to install
• Installing and registering Pastel Partner
• Resolving the decimal separator
• Registering your Sage 50C Pastel Partner

 

Lesson 02 -Working in the Demo Company

• Open a company in Pastel
• Navigate in Pastel Partner using the four navigation methods
• The Toolbar
• The System Navigator
• The Sage 50C Pastel Explorer
• Functions and Shortcut keys
• Sage 50C Pastel Partner Utilities

 

Lesson 03 – Creating a New Company

• Setting Up A Company
• Using the Pastel setup assistant

 

Lesson 04 – Auto Setup

• Using the Auto Setup menu
• Setting Up users
• Forms Assistant
• Backups and Restores

 

Lesson 05 – The Edit Menu – Customers

• Creating Customer Categories
• Creating Customer Account
• Change from Open Item to Balance Forward
• Printing the Customer Masterfile Listing

 

Lesson 06 – The Edit Menu – Suppliers

• Creating Supplier Accounts
• Printing the Supplier Masterfile Listing

 

Lesson 07 – The Edit Menu – Inventory and General Ledger

• Creating and Editing General Ledger Accounts
• Creating inventory categories and items

 

Lesson 08 – Edit Masterfiles

• Edit General Ledger
• Edit Suppliers
• Edit Inventory
• Edit Customers

 

Lesson 09 – Monthly Processing

• Supplier monthly processes
• Customer monthly processes
• Cash Book processes
• Journal

 

Lesson 10 – Second Month of Trading

• Processing a Second Month
• Processing a quotation
• Creating Sales Orders and Invoices
• Creating a credit note
• Additional Processing
• Remittance Assistant
• Month-end Processing
• Rax Manager

 

Lesson 11 – The View Menu

• General Ledger Reports
• Customer Reports
• Supplier Reports
• Inventory Reports

 

Lesson 12 – Sundry Optimisation

• Correction of errors
• Scheduled Invoices
• Take On Balances
• Financial Reports
• Bank reconciliation Statatement

 

Lesson 01 – Advanced Functions in the File Menu

• Consolidating companies
• Export / Import
• Data integrity
• Restore
• Send and receive accountant data
• Printer / font setup

 

Lesson 02 – Advanced Functions in the General Ledger

• User Setup
• Creating a new entry type
• budgets
• Projects
• Depreciation
• Accruals
• Purchase of an asset
• Tax in the General Journal
• Using a salaries and wages control account

 

Lesson 03 – Advanced Customer Functions

• Multiple delivery addresses
• Discounts and special prices
• Make one for all feature
• Processing an RD cheque
• Accounting for bad debts
• Mail merge feature

 

Lesson 04 – Advanced Supplier Functions

• Additional cost invoices
• Processing invoices with customs tax

 

Lesson 05 – Advanced Functions in the Change Menu

• Delete history / clear files
• Delete inactive Customers / Suppliers
• Open item / balance forward conversions
• Reconcile / unreconcile cash book
• Renumber codes
• Block Customers / Suppliers assistant

 

Lesson 06 – Advanced Functions in the Utility Menu

• Control centre
• Microsoft Office integration

 

Lesson 07 – Other Advanced Functions

• Forms designer
• Inventory selling price adjustment

 

Lesson 08 – Sage Pastel Report Writer

• Identifying the different syntaxes
• General Ledger Report Writer