3. User basic training


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)




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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