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CL Training Systems

Professional Information System Training

We provides training on leading ERP systems Dynamics NAV, Sage 300, Quickbooks Enterprise, and Fishbowl Inventory

Dynamics NAV ERP Training

Microsoft Dynamics NAV is a market leading, end-to-end ERP system encompassing rich features and customizable functionality. This software contains user-friendly, yet feature-rich modules in inventory management, customer-relationship management, cloud-based hosting, and user personalization.

Our training plan is broken into several modules. After the needs identification process is completed, a customized plan will be tailored to your business needs. Each module serves as a prerequisite to the next. That is, a thorough understanding of the concepts in the preceding module is necessary for the end user to absorb the next concepts in succession. Our training plan typically involves the following;

Module 1) Posting Setup and Chart of Accounts
Module 2) Purchase and Sales Documents
Module 3) Journals and Direct Posting
Module 4) User Setup and Security Filters
Module 5) Inventory Costing and Control Features
Module 6) Payroll and Wages
Module 7) Job Costing and WIP
Module 8) Reports, Month-End, and Year-End Close
Module 9) Dimensions and Analysis
Module 10) Budgeting and Excel Interactivity

Quickbooks Enterprise 

Our training method for Quickbooks Enterprise is geared towards a “best-practices” approach as it relates to the environment of your small business. Training is available in the following areas; purchasing and receiving (with and without external add-ons), general journal usage, payables management, bank reconciliation, excel inter-connectivity, and month-end close.

Fishbowl Inventory

Fishbowl is an add-on to Quickbooks Enterprise. All purchase orders, sales orders, and inventory transactions are handled exclusively in Fishbowl, whereas financial management is retained in Quickbooks. Businesses who are not keen on abandoning Quickbooks for a larger ERP system often find this add-on to be a feasible solution.

The implementation plan is split into five modules.

Module 1) Application Set-up, Choosing the Right Inventory Method
Module 2) Purchase and Sales Documents
Module 3) Inventory Transactions; Receiving, Picking, Shipping
Module 4) SQL Queries
Module 5) Error Handling and Quickbooks Auditing

CL Training Systems can provide additional training in areas beyond the scope detailed above. Please contact us for more information.