Onboarding and Training
Experience the power of GreeneStep's ERP training program and unlock unparalleled business success. Our comprehensive training procedure equips individuals with the knowledge and skills required to harness the full potential of our cutting-edge ERP software. We have a proven track record of transforming businesses across various industries, enabling them to streamline operations, boost productivity, and drive growth.
Join the ranks of our satisfied clients who have achieved remarkable success through our training program. Embrace the future of business management with GreeneStep's ERP training and propel your organization towards new heights of success.
Training Modules
Training to end users will be provided in GreeneStep by creating up a MOCK Company where all Master Data like Chart of Accounts, Product Masters with Sell Price, Discounts if any, Supplier Masters and Customer Masters will be imported.
Module training will be explained using sample company data through GMEET where all Users or set of users can attend the training.
Sample Training Topics
Product
1. Products Master, Cost, Sell Price and Restocking
2. Kitting, Designing Bill of Material and Matrix Assortments
CRM
1. Leads/Prospects
2. Lead Generation
Sales
1. Customer Master
2. Sales Process
a. Sales Quote, Sales Order and Sales Invoices
b. Returns Management via Credit Notes
Purchases
1. Supplier Master
2. Purchase Order/Goods Receipts/Purchase Invoice
3. Batch Purchases
Warehouse
1. Stock / Bin Creation
2. Stock Adjustments/Transfers/Stock Taking
Finance and Accounting
1. Receipts and Payments
2. Tax Setup
3. Payment Terms/Payment Methods
4. General Journals
5. Repeat Journals
6. Bank Reconciliation
Ops and Admin
1. Operations – User Masters, Users Security Rights
2. Tasks Requests and Work Collaboration
3. Admin Module – Business Rules, Default Settings, Reports Email and Reports