3. User basic training

Instructions

Our Cloud-based ERP order management system is easy to learn and use. Watch these short videos in the order they are presented on this page to learn the basic navigation and controls.

This should take you no longer than 20 minutes to watch the videos and try out what you need to know to start using your trial. 

Please note: This is NOT the complete user training. This an extract from the ‘core’ user basic training, which is work in progress during October 2020. 

The ‘Tree’

 

Add ‘trading partners’ (Customers and Suppliers)

 

Bookmarking

 

Lists and search

 

Actions and Inheritance

 

Making space

 

Columns on Line Item tables

 

Enter Line Items

 

Using the wildcard asterisk in searches

 

In this article

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