Pastel Intermediate Version 14

Pastel Partner is a powerful program and you can use it to keep track of all your business transactions.

At the end of the financial year, you can print financial reports necessary for income tax purposes.

Our training starts with the set-up of a set of books for a company and continues with the day to day processing of transactions.

We are an Authorized Pastel Training centre and we use the prescribed Pastel training manual.

On completion of your training you will be able to write an On-Line Pastel exam. On successful completion of this exam, you will receive a Pastel certificate.

Course Outline for Sage Pastel Partner V14 Intermediate:

Lesson 1: Installation
Preparing to Install
Installing Partner V14
Registering your Partner V14

Lesson 2: Working in the Demo Company
Open a Company in Partner
Navigating in Partner V14
Operate the Function and Shortcut Keys

Lesson 3: Creating a New Company
Setting up a Retail Company
Using the Setup Assistant

Lesson 4: Auto Setup
Using the Auto Setup after creating your company

Lesson 5: The Edit Menu – Customers
Creating Customer Categories
Creating a Customer Masterfile
Open Item and Balance Forward processing
Printing Masterfile listing

Lesson 6: The Edit Menu – Suppliers
Creating a Supplier Masterfile
Printing Masterfile listing

Lesson 7: The Edit Menu – Inventory and General Ledger
Creating General Ledger accounts and Inventory Categories

Lesson 8: Creating and Editing Accounts and Inventory Items
Editing a General Ledger main account
Creating Customer Accounts
Creating Inventory Items

Lesson 9: Processing

Suppliers:

Purchase Order
Goods Received Note
Supplier Invoices
Return and Debit
Supplier Journals

Customers:

Create a Quotation
Sales Orders
Tax Invoices
Credit Notes
Debit Notes
Customer Journals

Cash Book Processing:

Processing in the Payments Cash Book
Inter Account Transfers
Processing in the Receipts Cash Book
Processing in the Petty Cash Book
Bank reconciliations

Lesson 10: Second Month of Trading

Lesson 11: View Menu
General Ledger Reports
Customer Reports
Supplier Reports
Inventory Reports

Lesson 12: Sundry Processing
Correction of Errors
Take on Balances
View Financial Reports