LESSONS – SAGE 50C PASTEL PARTNER PRACTITIONER

Sage 50C Pastel Practitioner

LESSON STRUCTURE

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