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