• General Information
• Introduction to Pastel Evolution (Install, Create Common Database and Register)
• Log in
• Utilities Menu
• Backup, Restore, Attach and Detach a Database
• Navigate within Pastel Evolution

General Ledger Module

• General Ledger Standard and Segmented Accounts
• General Ledger Defaults
• General Ledger Maintenance
• Common Settings
• Cash Book Processing & Bank Reconciliation
• Petty Cash Processing
• Journals Processing
• Opening Balances
• General Ledger Reports

Accounts Receivable Module

• Accounts Receivable Defaults.
• Accounts Receivable Maintenance (Area Codes, People, Sales Representatives, Transaction Types, Groups, Price list and Customer accounts.)
• Accounts Receivable Transactions (Accounts Receivable Batches, Post Dated Cheque Due, Interest Charging and Opening Balances.
• Enquiries
• Reports (Identify, Generate and Customize).

Accounts Payable Module

• Accounts Payable Defaults.
• Accounts Payable Maintenance (Area Codes, Supplier Groups and Supplier Accounts).
• Standard Accounts Receivable Transactions (Accounts Payable Batches, Automatic Payment and Remittances, Automatic Payment Batches, EFTS Export and Standard.
• Accounts Payable Defaults
• Enquiries
• Reports (Identify, Generate and Customize).

Inventory Module

• Inventory Defaults
• Create Master files (Delivery Methods, Groups, Items, Lot Tracking Status, Packs and Price List).
• Transaction Types
• Process Inventory Transactions (Adjustments, Invoices, Credit Notes, Goods Receive Notes, Return to Suppliers and Inventory Count.
• Enquiries
• Reports (Identify, Generate and Customize)

Order Entry Module

• Order Defaults (Number structuring and Template Numbering)
• Order Statuses
• Sales and Purchase Orders
• Enquiries
• Reports (Identify, Generate and Customize)

• General Information

Introduction to Pastel Evolution

• Prepare to Install
• Install Pastel Evolution
• Create a common Database
• Register Pastel Evolution

Familiarise yourself with Pastel Evolution

• Log into Pastel Evolution
• Operational and Maintenance functions
• Utilities Menu
• Navigate within Pastel Evolution
• Use the help function
• Use the shortcut keys
• Identify the different icons

General Ledger Setup

• Set General Ledger Defaults
• Perform General Ledger Maintenance
• Set your common settings

Processing General Ledger Transactions

• Cashbook
• Petty Cashbook
• Journals
• Opening Balances
• Bank Reconciliation
• Enquiries

General Ledger Reports

• Identify Reports
• Generate Reports
• Customise Reports

• General Information

Familiarise yourself with Pastel Evolution

• Log into Pastel Evolution
• Operational and Maintenance functions
• Utilities Menu
• Navigate within Pastel Evolution
• Use the help function
• Use the shortcut keys
• Identify the different icons

Create Accounts Receivable Master Files

• Create Area Codes
• Create People
• Create Sales Representatives
• Create Transaction Types
• Create Customer Groups
• Creating Price List
• Create Customer Accounts

Process Accounts Receivable Transactions

• Accounts Receivable Batches
• Post Dated Cheque Due
• Interest Charging
• Standard
• Enquiries

Account Receivable Reports

• Identify Reports
• Generate Reports
• Customise Reports

• General Information

Familiarise yourself with Pastel Evolution

• Log into Pastel Evolution
• Operational and Maintenance functions
• Utilities Menu
• Navigate within Pastel Evolution
• Use the help function
• Use the shortcut keys
• Identify the different icons

Accounts Payable Set Up

• Setup Defaults
• Area Codes
• Supplier Groups
• Supplier Accounts

Process Accounts Payable Transactions

• Accounts Payable Batches
• Automatic Payment and Remittances
• Automatic Payment Batches
• Standard
• Enquiries

Account Receivable Reports

• Identify Reports
• Generate Reports
• Customise Reports

• General Information

Familiarise yourself with Pastel Evolution

• Log into Pastel Evolution
• Operational and Maintenance functions
• Utilities Menu
• Navigate within Pastel Evolution
• Use the help function
• Use the shortcut keys
• Identify the different icons

Inventory Set Up

• Setup Defaults
• Delivery Methods
• Inventory Groups
• Inventory Items
• Lot Tracking Status
• Inventory Packs
• Price List
• Transaction Types

Processing Inventory Transactions

• Adjustments
• Invoices
• Credit Notes
• Goods Received Notes
• Return to Supplier
• Inventory Count
• Enquiries

Create Order Entry Master Files

• Setup Defaults
• Number Structuring
• Template Numbering
• Order Status

Processing Order Entry Transactions

• Sales Orders
• Purchase Orders
• Enquiries

Inventory Reports

• Know the different Inventory Reports
• Generate Reports
• Customise Reports