09:30 - 09:45 Introduction

• Today's agenda - aims and objectives
• Lunch arrangements
• Mobile phones off or take call outside

09:45 - 10:30 Software Installation

1. Server Software
2. Network Client PCs
3. Easy Access Web/Mac Server
4. Easy Access Web/Mac Client

10:30 - 10:45 Application Directory Structure

1. Data files
2. Executables
3. Product Images
4. Customer/Job document directories

10:30 - 10:45 Application Data Structure

1. Customers, Prospects and Suppliers
2. Products
3. Additional Cost Elements
4. Additional Costs for a Product

11:15 - 11:30 Break for refreshments & phone calls

11:30 - 12:00 System Customisation

1. Company Details
2. Marketing Tags
3. Codes & Phrases
4. Categories
5. Units of Measure
6. Countries & Currencies
7. Routes/Areas & Postcodes

12:00 - 12:30 User set-up

1. Operatives, user profiles and users
2. System Maintenance & Staff Database

12:30 - 13:00 Break for Lunch

13:00 - 14:15 System Functions

1. System Controls
2. System Counters
3. System Set-up
4. Routine Set-up

14:15 - 15:00 Data Import and Export

1. Data Export
2. Data Import
3. Fixed Format Import

15:00 - 15:15 Break for refreshments & phone calls

15:15 - 16:30 Business Form Configuration

1. Quotations
2. Sales Acknowledgements
3. Purchase Orders
4. Invoices

16:30 - 16:45 Backup and Recovery

1. Backup Strategy
2. Verify & Repair

16:45 - 17:00 Review of Course

• Topics learnt
• Help is at hand - http://www.promoservehelp.com, F4 Key Live Chat or Call Support
• Feedback Form
• Thank you and Safe Journey Home