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Sage Pastel Partner PCI Module 3 Product Consultant

Sage Pastel Partner PCI Module 3 - Product Consultant Course

This comprehensive training course covers the Pastel Partner add-on modules.

Purchase in Taxco Shop now by clicking on the Link below:
Sage Pastel Partner PCI Module 3 Product Consultant Course

Entrance Requirements

Learners need to meet the following prerequisites before attending this course:

1. Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping.
2. Computer Literacy at NQF Level 3 or Standard 8/Grade 10 Computer Literacy.
3. Mathematical Literacy or Standard 8/Grade 10 Mathematics.
4. Pastel Partner Version 11 Practitioner Course (Module 1).

If a learner is not yet competent in the required prerequisites then he/she must first complete the relevant courses before enrolling for this course. Should we find a student on one of our courses that do not meet the prerequisites they will be asked to leave and the course fee will be forfeited.

Target Learners

This course has been designed for learners with an established Pastel Partner background who want to specialist in the Pastel Partner add-on modules.

Duration

This is a five day (30 hour) course.

Delivery Methods

The delivery methods include self study and facilitated workshops.

Assessment

The assessment forms part of the course and has to be written within 6 months from the commencement date of your classroom training or self-study course. To make it easier for you, all the Pastel assessments are now ONLINE. This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a PC with internet access).

The online assessment is not an open book exam.

Course Outline

Multi Stores

This module allows you to create separate stores with different inventory items linked to them. The system tracks inventory quantities per store. You can even have different selling prices for inventory items for different stores.

You will cover the following course objectives :

  •     Activate the Multi-Store module
  •     Set document numbers
  •     Create stores
  •     Link inventory items
  •     Set user access for the stores

Bill of Materials

These modules work together and allow you to manufacture and assemble items with ease and perfection. You can also manufacture items as you process an invoice and can create as many sub levels or components as you require.

You will cover the following course objectives:

  •     Set Up the Manufacturing Module
  •     Create Bills of Materials and Kit Item Codes
  •     Manufacture and Unmanufacture Items
  •     Using Kit Items
  •     Reporting on Manufacturing

Serial Number Tracking

This module will take you through the processes and functions that allow you to track inventory items individually by their serial numbers. This function is very useful for tracking warranties and guarantees. The system keeps a full history of each item’s movement into and out of the company using the serial numbers as reference.

You will cover the following course objectives :

  •     Setting up serial numbers
  •     Creating serial numbers
  •     Processing with serial numbers
  •     Serial number reports

Multi Currency

This module allows you to create different foreign currencies as well as process in different currencies. It also allows you to split importation costs whilst processing inventory, supplier or customer invoices.

You will cover the following course objectives :

  •     Setting up Multi-Currency
  •     Processing in Multi-Currency
  •     Multi-Currency Reports

Point of Sale

Pastel Point of Sale (POS) is a simple and secure retail solution. Pastel Point of Sale is powerful, yet easy to set-up and operate. You will cover the following course objectives :

    Setting Up Point of Sale

  •         Settings in Pastel
  •         Settings in Point of Sale
  •         Setting up Backup Paths

    Processing Point of Sale transactions

  •         o Shortcut transactions
  •         Processing PoS transactions
  •         Processing Cash In / Out
  •         Processing using the touch screen
  •         Supervisor processing
  •         Updating documents

    Point of Sale Reports

  •         Outstanding documents
  •         Batch listings
  •         Cash up variance report
  •         Daily sales reports
  •         Monthly sales report

Receipting

Pastel Receipting is a specialised add-on module that allows you to enter data once in order to process and print receipts. You can do this without having to use your cash book. Once you are ready, Pastel Receipting will automatically move the receipts into your cash book for you.

You will cover the following course objectives :

  •     Setting up the Receipting module
  •     Processing in Receipting module
  •     Receipting module reports

Time and Billing

The Pastel Partner Time and Billing module allows you to bill your employees’ time to your customers. Simply fill out timesheets for your employees and charge your customers via activities. The activities that you create are the services you sell to your customers.

You will cover the following course objectives :

  •     Setting up Time and Billing
  •     Processing timesheets
  •     Generating Time and Billing invoices
  •     Time and Billing reports

GL Manager

The General Ledger Manager module allows you to make changes to your General Ledger that is not possible to do by editing accounts. You would use the General Ledger Manager to restructure your General Ledger to reflect changes in your business or to correct errors that have been made when creating accounts. For example if you selected the incorrect chart of accounts when creating your company and have then worked in the company, you can adjust the General Ledger using this module.

You will cover the following course objectives :

  •     Renumber General Ledger Accounts.
  •     Delete General Ledger Accounts.
  •     Consolidate General Ledger Accounts.
  •     Change Financial Categories.
  •     Change GAAP Categories.
  •     Print the Audit Trail.

Pastel Bank Manager

This module allows you to import your internet bank statements into Pastel’s cash book system. It streamlines the process by allowing you to set up frequent transactions once, which will then be recognised in future bank statements. You are also able to set up your transactions so that Pastel Partner Bank Manager will allocate an account (General Ledger, customer or supplier) and a description to regular transactions.

You will cover the following course objectives :

  •     Downloading a bank statement
  •     Seting up the transaction
  •     Transfering the information

Pastel Cash Manager

This module allows you to collect outstanding money from customers and keeps a tracking record of all entries. The Cash Manager module will also post reminders when to contact customers and supply detailed reports of outstanding payments and received payments.

You will cover the following course objectives :

  •     Installing Cash Manager
  •     Setting Up Cash Manager
  •     Processing in Cash Manager

Fixed Assets

In the Fixed Assets module, the following will be covered:

  •     How to set up the asset defaults.
  •     How to create master assets as well as sub assets.
  •     Calculating book and tax depreciation.
  •     Gives you a comprehensive overview of Capex Budgets and Orders.
  •     You can link assets in a master and sub asset relationship, which is useful, for example when you make changes to computer workstations.
  •     The different reports available for assets.

Purchase in Taxco Shop now by clicking on the Link below:
Sage Pastel Partner PCI Module 3 Product Consultant Course

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