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 Pro user should know first: finding your way around, lists and filters, statuses, transaction flows, output and emails.
• Sales Reps and Managers: Lists the topics for sales staff: customers and contacts, Quotations, Sales Orders, deposits, the Service Manager, budgets and reports.
• Estimators: Lists the topics for estimators: Materials and prices, Cost Centres, Standard or Product Estimating, and estimates on Quotations.
• Production Managers and Planners: Lists the topics for production: Work Orders, Production Planning views, outwork, timekeeping, the Tracker app, Job Summary and NCRs.
• Stores and Inventory: Lists the topics for stores staff: Materials, Material Movements, Transfer Orders, Stock Checks, inventory reports and batch and serial tracking.
• Debtors' Clerks: Lists the topics for debtors' clerks: customer accounts, Customer Invoices and Credit Notes, receipts, deposits, the Customer Age Analysis and statements.
• 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, Entry Types, bank imports and reconciliation, VAT, budgets, close-off and the financial statements.
• Point of Sale Staff: Lists the topics for Point of Sale staff: the PoS screens, orders and payments, cash-ups and the PoS ledger.
• Administrators: Lists the topics for your company's BOS Pro administrator: staff and user access, settings, statuses, output templates, custom reports, Actions and approvals.