Initial Setup

Categories: Solution ERP DNA

About Course

Course Overview:

In this Course we will go over starting to use Solution ERP and how you can start tailoring it to your specific requirements. You will also learn the required setup procedures to get started and the general layout of Solution ERP.

Course Outcome:

After completing this course, you will come out understanding the general layout of Solution ERP, where you are familiar with its navigation and able to find your way. You will also have completed your company setup to be able to start using the system.

Course Content

System Interface and Navigation
Inventory Module

System Interface & Navigation

01:24

Setup User Accounts & Access Level
In this Topic we will cover all the details of creating User Accounts, their access levels and how to assign the access levels to users. We will also dive down the different access levels and how they can help you manage your ERP to allow only role specific functions on the ERP.

Setup Display
In this topic we will cover the display setting for each user, and how it can impact other transactions.

Setting up Fiscal Years and Company Setup
In this Topic we will cover the creating, closing of Fiscal Years (The closing effect will be covered in the Accounting Course). How to perform the Company Setup and what information is required to be inputed, and what is crucial information that is required to operate the system.

Setting up Document/Transaction References
In this topic we will cover how to change the default references for your system transactions. Also how we can create non default transactions for different types of references for the same transaction.

Initial Setup

About Course

What Will You Learn

Course Content

System Interface and Navigation
Inventory Module

System Interface & Navigation

Setup User Accounts

Access Level Management

Setup Display
In this topic we will cover the display setting for each user, and how it can impact other transactions.

Setup Display

Setting up Fiscal Years

Company Setup

Setting up Document/Transaction References
In this topic we will cover how to change the default references for your system transactions. Also how we can create non default transactions for different types of references for the same transaction.

Setting up Document/Transaction References

Explore latest news and marketing resources Explore latest news and marketing resources

About Course

What Will You Learn

Course Content

System Interface and Navigation Inventory Module

System Interface & Navigation

Setup User Accounts

Access Level Management

Setup Display In this topic we will cover the display setting for each user, and how it can impact other transactions.

Setup Display

Setting up Fiscal Years

Company Setup

Setting up Document/Transaction References In this topic we will cover how to change the default references for your system transactions. Also how we can create non default transactions for different types of references for the same transaction.

Setting up Document/Transaction References

Explore latest news and marketing resources Explore latest news and marketing resources

System Interface and Navigation
Inventory Module

Setup Display
In this topic we will cover the display setting for each user, and how it can impact other transactions.

Setting up Document/Transaction References
In this topic we will cover how to change the default references for your system transactions. Also how we can create non default transactions for different types of references for the same transaction.