Pastel Intermediate

Course Outline for Sage Pastel Partner Intermediate:

Training material that will be used for this course includes the unique Creative Minds® Computerized Accounting* manual as well as the prescribed Sage Pastel Intermediate training manual.

Duration: 35 – 45 hours

*Available at selected Creative Minds® training centres

**Each Delegate will receive their own Pastel Demo CD and educational code valid for 6 months

Lesson 1: Installation

– Sage Pastel Intermediate

  • Preparing to Install
  • Installing Sage Pastel Partner
  • Registering your Sage Pastel Partner

Lesson 2:  Working in the Demo Company

– Sage Pastel Intermediate

  • Open a Company in Partner
  • Navigating in Partner
  • Operate the Function and Shortcut Keys

Lesson 3:  Creating a New Company

– Sage Pastel Intermediate

  • Setting up a Retail Company
  • Using the Setup Assistant

Lesson 4:  Auto Setup

– Sage Pastel Intermediate

  • Using the Auto Setup after creating your company

Lesson 5: The Edit Menu – Customers

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Creating Customer Categorie
  • Creating a Customer Masterfile
  • Open Item and Balance Forward processing
  • Printing Masterfile listing

Lesson 6: The Edit Menu – Suppliers

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Creating a Supplier Masterfile
  • Printing Masterfile listing

Lesson 7: The Edit Menu – Inventory and General Ledger

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Creating General Ledger accounts
  • Inventory Categories

Lesson 8: Creating and Editing Accounts and Inventory Items

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Editing a General Ledger main account
  • Creating Customer Accounts
  • Creating Inventory Items

Lesson 9:  Processing

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

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
  • Petty Cash

Lesson 10:  Second Month of Trading

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Revision of transactions
  • Additional processing

Lesson 11: View Menu

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • General Ledger Reports
  • Customer Reports
  • Supplier Reports
  • Inventory Reports
  • Financial Reports

Lesson 12: Sundry Processing

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

  • Correction of Errors
  • Take on Balances

Exam Preparation

– Sage Pastel Intermediate and Creative Minds® Computerized Accounting

Exam

On Completion of the course, each delegate will do the official Sage Pastel Intermediate exam.

Duration:           2 hours

Pass rate:         75%

Method:            Online exam

Results will be communicated immediately on completion by Pastel

Certificates to successful candidates will be issued electronically by Sage Pastel