Date: to be defined

Course title
Standard ERP CRM

Duration
1 day

Course objectives
We teach you the basics in how you group and classify your customers. You learn how the Agenda works and how to book meetings in the graphical calendar. After finnishing the course you are able to create and update the register Contact persons, use the Agenda to better plan your work day, connect posts and attach files to different registers and also create activities from quotations etc.

Who should attend?
All users of HansaWorld Express and Enterprise who can see the benefit in improving their customer relationships.

Main course topics
• Introduction Agenda
• Introduction Calendar
• Activities and activity types
• Customer card
• Customer categories
• Customer classifications
• Contact persons
• Connecting registers
• Activity registration from quotations, orders etc.

Date: to be defined

Duration
1 day

Course objectives
This course will teach you the basics of purchase order processing and stock. We will be going through the most common stock accounting models and how the program handles stock accounting. At the end you will gain an overview over the whole Purchasing Process in HansaWorld - From the Purchase order to the actual Invoice, including what happenes in the stock.

Who should attend?
People that are working with Purchasing and/or Stock on a day to day basis and want to improve their efficiency in their daily work.

Pre-requisites
Basic Standard ERP knowledge.

Main course topics
- Overview of Standard ERP logistics
- Workflow
- Item card overview
- Different ways of creating purchase orders
- Item card and purchase items overview
- Stock accounting
- Main reports and settings
- Efficient Stock Administration
Advanced Logistics Package:
- Different key-combinations
- Advanced settings
- Advanced reports
- Corrections