Learning Paths

💡These learning paths list the topics each role needs, in the order to learn them. Everyone starts with Every User, then follows the path for their role.

Articles#

• Every User: Lists the topics every BOS Enterprise user should know first: finding your way around, lists, statuses, copying, output and emails.
• Sales Reps and Managers: Lists the topics for sales staff: customers and contacts, transactions, payments, the Service Manager, budgets and reports.
• Estimators: Lists the topics for estimators: items and prices, Cost Centres, Estimate Types and the estimating models.
• Production Managers and Planners: Lists the topics for production: Production Planning, worktickets, timekeeping, the Tracker app, MRP and NCRs.
• Stores and Inventory: Lists the topics for stores staff: items, locations, goods received, issued and returned, transfers, stock checks and inventory reports.
• Debtors' Clerks: Lists the topics for debtors' clerks: customer accounts, invoices and credit notes, receipts, deposits and the Customer Age Analysis.
• Creditors' Clerks: Lists the topics for creditors' clerks: supplier accounts, Purchase Orders, Supplier Invoices and Debit Notes, Supplier Payments and the Supplier Age Analysis.
• Accountants and Bookkeepers: Lists the topics for accountants: the Ledger and posting, banking, VAT, budgets, close-off and the financial statements.
• Service Manager Staff: Lists the topics for service and support staff: tickets, projects, assets, meter data, timekeeping and the mobile app.
• Administrators: Lists the topics for your company's BOS Enterprise administrator: user access, settings, menus, Transaction Types, output, reports, workflows and Custom Actions.