Getting Started A06-000U
CreditsNone
Estimated Length: 1 hour(s) and 40 minute(s)
Overview
  • Overview
  • Resources
Description
In this course, four modules are required and four modules are optional. The course will be marked as Completed once the four required modules are completed, even if the optional modules have not been completed. If you want to continue completing the optional modules, find the course in the Completed tab.
 
Cost Centre Setup E0007-000U topics covered: 
This module is optional.
  • What are cost centres
  • Cost centres in simPRO
  • Mapping cost centres

 

Overhead and Employment Costs E0008-000U topics covered:
  • Overheads in simPRO
  • Gross & Nett profit system
  • Overhead calculator
Preparation for successful implementation E0010-000U topics covered: 
  • Going live with simPRO
  • Preparation for your implementation
  • What to expect during your implementation

 

Catalog Overview E0039-000U topics covered:
  • simPRO catalog
  • simPRO catalog structures
  • Importing catalogs
  • Manual catalog entry

Accounting Integration Overview E0006-000U topics covered:

  • Accounting Integration in simPRO
  • Accounting software packages
  • Import and export of data
 
Workflows E0005-000U topics covered: 
This module is optional.
  • What is a workflow
  • Why workflows are important in your business
  • How workflows relate to your simPRO implementation
  • How can you map out workflows
 
Change Management E0004-000U topics covered: 
This module is optional.
  • The concept of change management
  • The change management cycle
  • How to support people who adopt change in different ways
  • How to support people experiencing difficulty through change
 
Introduction to simPRO E0003-000U topics covered:
This module is optional. 
  • The simPRO story
  • The simPRO team at your service
  • How simPRO can help your business
  • What simPRO solutions are available for you in the office
  • What simPRO solutions are available for your staff in the field
Modules
Cost Center Setup E0007-000U
Content Types:
This material covers what a cost centre is, how to map it to your accounting package and how to use cost centres in simPRO.
Overhead and Employment Costs E0008-000U
Content Types:
This material covers how to use the overhead and employment costs calculator to ensure simPRO is calculating your profit margins based on Gross or Nett.
Preparation for successful implementation E0010-000U
Content Types:
This material covers everything you need to know and prepare for a successful implementation of simPRO.
Catalog Overview E0039-000U
Content Types:
Learn about the simPRO catalog, different catalog structures and how to create catalog items.
Accounting Integration Overview E0006-000U
Content Types:
This material covers simPRO's accounting integrations, which accounting packages are supported and the data that is imported and exported.
Workflows E0005-000U
Content Types:
Learn about workflows, how to map them and why they are important.
Change Management E0004-000U
Content Types:
Learn about change management and how to support your team through change.
Introduction to simPRO E0003-000U
Content Types:
Welcome! Learn about who simPRO is as a company and how we are here to help your business and staff.