| Pastel Partner Intermediate V19
Lesson 1: Installing Sage Pastel Partner
A. Preparing to Install
B. Installing Sage Pastel Partner
C. Resolving the Decimal Separator Error
D. Registering your Sage Pastel Partner
Lesson 2: Working in the Demo Company
A. Opening A Company in Sage Pastel Partner
B. Navigating in Sage Pastel Partner
C. Operate the Function and Shortcut keys in Sage Pastel Partner
Lesson 3: Creating a New Company
A. Setting up a Company B. Using the Setup Assistant
Lesson 4: Auto Setup
A. Using the Auto Setup after creating your company
Lesson 5: The Edit Menu - Customers
A. Creating a Customer Category
B. Creating a Customer Masterfile
C. Changing the processing method from Open Item to Balance Forward
D. Printing a Customer Masterfile listing
Lesson 6: The Edit Menu - Suppliers
A. Creating a Supplier Masterfile
B. Printing a Supplier Masterfile listing
Lesson 7: The Edit Menu – Inventory and General Ledger
A. Creating General Ledger accounts
B. Creating Inventory Categories
Lesson 8: Creating and Editing Accounts and Inventory Items
A. Editing a General Ledger main account
B. Creating a Customer Account
C. Creating a range of Inventory Items
Lesson 9: Processing
A. Processing a Supplier Invoice for a non-inventory item
B. Processing Customer Invoices
C. Processing Cash Book & Petty Cash entries
D. Processing a journal for accruals
Lesson 10: Second Month of Processing
A. Processing a Second Month of trading
B. Prepare a Quotation
C. Create Sales Orders and Invoices
D. Process a Credit Note
E. Use the Remittance Assistant
F. Process additional documents
G. Process Month End documents
H. Tax Manager Processing
Lesson 11: The View Menu
A. View periodic Financial reports
B. View periodic Customer reports
C. View periodic Supplier reports
D. View periodic Inventory reports
Lesson 12: Sundry Optimisation
A. Correction of Errors
B Scheduled Invoicing
B. Take on Balances
C. View Financial Reports
E. Complete a Bank Reconciliation
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Pastel Partner Advanced V19
Lesson 1 : Advanced Functions in the File Menu
A. Consolidating Companies
B. Export / Import
C. Data Integrity
D. Send and Receive Accountant Data
E. Printer / Font Set up
Lesson 2 : Advanced Functions
A. User Set up
B. Creating a New Entry Type
C. Editing the Tax Box Layout
D. Budgets
E. Projects
F. Depreciation
G. Accruals
H. Purchase of an Asset
I. Tax in the General Journal
J. Using a Salaries and Wages Control Account
Lesson 3 : Advanced Customer Functions
A. Multiple Delivery Addresses
B. Discounts and Special Prices
C. Make One for All Feature
D. Processing and RD Cheque
E. Accounting for Bad Debts
F. Mail Merge feature
Lesson 4 : Advanced Supplier Function
A. Additional Cost Invoices
B. Processing Invoices with Customs Tax
Lesson 5 : Advanced Functions in Change Menu
A. Delete History / Clear Files
B. Delete Inactive Customers / Suppliers
C. Open Item / Balance Forward Conversions
D. Reconcile / Unreconcile Cash Book
E. Renumber Codes
F. Block Customers / Suppliers Assistant
Lesson 6 : Advanced Functions Utility Menu
A. Microsoft Office Integration
Lesson 7 : Other Advanced Functions
A. Forms Designer
B. Forms Assistant
Lesson 8 : Connected Services
A. Mobility
B. Sage Pay
C. My Customer Zone
D. Pay Now
Lesson 9 : Inventory
A. Inventory Selling Prices Adjustment
B. Inventory Count
Lesson 10: Year End
A.What the Year End Does
B. Preparing to run the Year End
C. Year End Checklist
D. Running the Year End Assistant.
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| Partner V19 Installation Technician
A. Networks
B. Installing Sage Pastel Partner
on a Workgroup
C. Installing Sage Pastel Partner Version 17 on a Client Server Network
D. Registering Sage Pastel Partner Version 17
E. Converting your previous companies
F. Pervasive
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Partner V19 Product Consultant
Multi Stores
A. Introduction
B. Set up
C. Processing
D. Count Inventory
E. Reports
Bill of Materials
A. Overview
B. Set up
C. Create Bills of Materials and Kit Item Codes
D. Manufacture and Unmanufactured Items
E. Using Kit Items
F. Reporting on Manufacturing
Serial Number Tracking
A. Setting Up Serial Numbers
B. Creating Serial Numbers
C. Processing with Serial Numbers
D. Serial Number Reports
E. Additional Serial Number Item Functions
Multi Currency
A. Setting Up Multi Currency
B. Processing in Multi Currency
C. Multi Currency Reports
D. Euro Processing
Point of Sale
A. Introduction
B. Setting Up Point of Sale
C. Processing Point of Sale Transactions
D. Point of Sale Reports
E. Compacting the Data Base
Receipting
A. Setting Up Receipting Module
B. Processing in Receipting Module
C. Receipting Module Reports
Time and Billing
A. Setting up Time and Billing
B. Processing Timesheets
C. Generating Time and Billing Invoices
D. Time and Billing Reports
GL Manager
A. Functions of the GL Manager
Sage Pastel Bank Manager
A. Introduction
B. Processing in Bank Manager
Sage Pastel Debtors Manager
A. Introduction
B. Installing Debtors Manager
C. Setting Up Debtors Manager
D. Processing in Debtors Manager
Project Tracker
A. Introduction
B.Projects
C. Project Groups
D. Reports
Fixed Assets
A. Installation of SDK
B. Defaults
C. Ledger Accounts
D. Depreciation Methods
E. Asset Types
F. Block Assets
G. Locations
H. Capex Budget
I. Capex Orders
J. Other
K. Creating Assets
L. Assets Processing
M. Enquiries
N. Reports |
| Partner V17 Product Specialist
Sage Pastel Partner V12 Product Specialist
A. General Ledger, Customers and Suppliers Transactions
B. Inventory Transactions
C. Troubleshooting
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Partner V17 Technical Specialist
Sage Pastel Partner V12 Technical Specialist
A. Data Fixing Defined
B. File Structures
C. Data Integrity Test
D. Data Fixing Tools
E. Worked Examples
F. Defects
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