LESSONS – SAGE 50C PASTEL PARTNER INTERMEDIATE

Sage 50C Pastel Processing

What you will cover - Lesson Outline

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 Statement
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