ERP System Training
Integrating organisational processes in a single system
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- Training timeSoon
- Number of sessions12 items
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About this training
Integrating organisational processes in a single system
- Installing, signing in and getting to know the interface
- Defining master data and initial settings
- Doing the daily work step by step
- Producing reports and exports
- Practical tips and answers to common questions
Training outline 12 lessons
1
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2
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3
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4
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5Signing In and the Interface
1. Sign in with your username.
2. The home screen shows module shortcuts.
3. Use the search bar to reach any document or report.
4. Change language and appearance in user settings.
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6Company Setup
1. Enter company details, base currency and country.
2. A default chart of accounts is created.
3. Set the fiscal year and main warehouses.
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7Users and Roles
1. Create a user and set roles (sales, stock, accountant, etc.).
2. Restrict access to specific companies, warehouses or customers.
3. Control document approval with workflows.
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8Master Data
1. Enter items, customers, suppliers and warehouses.
2. Use the sample Excel template for bulk import.
3. Check data before go-live.
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9From Sale to Accounting
1. Quotation → Sales Order → Delivery Note → Invoice → Payment.
2. Each step updates stock and the ledgers automatically.
3. You can trace from any document to the previous and next.
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10From Purchase to Payment
1. Material Request → RFQ → Purchase Order → Receipt → Purchase Invoice → Payment.
2. Stock and supplier payable update at each step.
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11Reports and Dashboards
1. Open each module's reports from its menu.
2. Set filters, adjust columns and export.
3. Build personal charts and dashboards.
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12ERP Modules and Their Guides
1. Accounting, Orders and Sales, Buying, Inventory, Manufacturing, CRM, HR, Projects, Assets, POS, Quality, Helpdesk, After-Sales Support, Workflow and Wiki.
2. Each module has its own training guide; open it from the ERP page.
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