Onboarding and Training

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. 

 
 
Train

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

 
 

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