Description

DELIVERY METHOD

• Online Class

 

Lesson 01 – Installation

• Preparing to install
• Installing and registering Pastel Partner

 

Lesson 02 – Working in the Demo Company

• Open a company in Pastel
• Navigate in Pastel Partner using the four navigation methods

 

Lesson 03 – Creating a New Company

• Setting up a company
• Using the Pastel setup assistant

 

Lesson 04 – Auto Setup

• Auto Setup menu
• Auto Setup process

 

Lesson 05 – Edit Masterfiles

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

 

Lesson 06 – Take On Balances

• Taking on General Ledger balances
• Taking on Customer balances
• Taking on Supplier balances
• Taking on Inventory balances

 

Lesson 07 – Introduction to Processing

• To do lists
• Notes on processing

 

Lesson 08 – Supplier Processing

• Create a purchase order
• Goods received notes
• Supplier invoices
• Return and debit
• Supplier journal

 

Lesson 09 – Customer Processing

• Create a quotation
• Sales orders
• Tax invoices
• Credit notes
• Debit notes
• Customer journals

 

Lesson 10 – Cash Book Processing

• Settings
• Processing in the cash book
• Inter – Account transfers

 

Lesson 11 – Monthly Processing

• Customer monthly processes
• Supplier monthly processes
• Other monthly processes
• Processing in cash book

 

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, editing the tax box
• Layout, budgets
• Cost codes
• Depreciation
• Accruals
• Purchase of an asset
• Tax in the General Journal
• Importing a bank statement in the bank reconciliation
• 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
• Business Intelligence Centre overview