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- Sage 50cloud Pastel Partner Intermediate Course (4 days)
Sage 50cloud Pastel Partner Intermediate Course (4 days)
Staff who can set up a company in Sage Pastel Partner and run its daily and monthly processing without help.
Many businesses buy Sage Pastel Partner and then use a fraction of it, because staff were shown a few screens and left to work out the rest. This four-day Sage Pastel Partner course is hands-on from the first hour: delegates practise in the demo company, then set up and run a company of their own.
Day one covers installation and registration, finding your way around the demo company, creating a new company with the setup assistant and using auto setup. Day two edits the master files – general ledger accounts, customers, suppliers and inventory – and takes on opening balances. Day three is daily processing: purchase orders, goods received notes, supplier invoices and returns, quotations, sales orders, tax invoices, credit and debit notes, and the customer and supplier journals. Day four handles the cash book, inter-account transfers and month-end processing for customers, suppliers and the general ledger, with the reports that prove everything balances.
The course follows on from Sage Pastel Introduction to Bookkeeping Fundamentals and is taught on the current Sage 50cloud Pastel Partner release.
Why this course
For your organisation
- A Sage Pastel company set up correctly from the start
- Faster, more consistent daily processing across the finance team
- A month-end that closes on time, with balanced customer and supplier ledgers
- Less dependence on one experienced user or an outside consultant
For your delegates
- Four days of hands-on practice in the software
- Step-by-step setup and processing notes to keep
- Confidence with the full purchase-to-pay and quote-to-cash cycles
- A month-end checklist for Sage Pastel Partner
What delegates will be able to do
- Install and register Sage Pastel Partner and navigate the program
- Create a new company with the setup assistant and auto setup
- Set up and edit general ledger, customer, supplier and inventory master files
- Take on opening balances for the general ledger, customers and suppliers
- Process purchase orders, goods received notes, supplier invoices and returns
- Process quotations, sales orders, tax invoices, credit notes and debit notes
- Process receipts, payments and inter-account transfers in the cash book
- Complete monthly processing for customers, suppliers and the general ledger
Who should attend
Bookkeepers and finance staff switching to Sage Pastel Partner, staff in companies implementing it, and users who learned the program informally and want to work properly. Delegates should understand basic bookkeeping; if not, start with Sage Pastel Introduction to Bookkeeping Fundamentals or book the five-day Partner Bundle.
Course outline
Day 1 – Getting started and setting up a company
Installing Sage Pastel Partner
- Preparing to install: system requirements and single or multi-user setup
- Installation and registration
- Opening the program for the first time
The demo company
- Opening a company
- Navigating menus, toolbars and shortcuts
- Finding information quickly with enquiries
Creating a new company
- Company details, financial periods and VAT settings
- Using the setup assistant
- Choosing a chart of accounts
Auto setup
- The auto setup menu
- Working through the auto setup process
- Checking the setup before processing starts
Day 2 – Master files and opening balances
General ledger accounts
- Creating and editing accounts
- Account types and reporting groups
- Linking accounts to processing
Customers and suppliers
- Creating customer and supplier accounts
- Payment terms, statements and contact details
- Categories and settings that save time later
Inventory
- Creating inventory items and categories
- Cost and selling prices
- Inventory settings that affect processing
Take-on balances
- Taking on general ledger balances
- Taking on customer balances
- Taking on supplier balances
- Checking the take-on with a trial balance
Day 3 – Supplier and customer processing
Supplier processing
- Creating a purchase order
- Goods received notes
- Supplier invoices
- Returns and debits
- The supplier journal
Customer processing
- Creating a quotation
- Sales orders
- Tax invoices
- Credit notes and debit notes
- The customer journal
Checking the work
- Enquiries on customers, suppliers and inventory
- Printing and emailing documents
- Correcting common processing errors
Day 4 – Cash book and monthly processing
Cash book processing
- Cash book settings
- Receipts and payments
- Inter-account transfers
- Allocating receipts and payments to accounts
Monthly processing
- Customer month-end: statements and age analysis
- Supplier month-end: reconciling supplier statements
- Other month-end processes
- Final cash book processing and checks
Reports and wrap-up
- Key reports: trial balance, age analysis and VAT reports
- A month-end checklist
- Questions on your own company setup
How it is delivered
Four days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20; hands-on in the demo company and a practice company. Laptops with the software can be supplied on request; workbook and step-by-step notes included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
★★★★★ 4.8 on Google from 790+ reviews · word-for-word quotes from signed letters of reference, from clients on this and/or related BOTI courses
“All training programmes were delivered in a highly professional manner, with effective coordination and strict adherence to our scheduling requirements. The facilitators demonstrated a commendable level of expertise, and the quality of delivery consistently met our expectations.”
“The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training”
“All training sessions were well-coordinated, professionally delivered, and aligned with our scheduling requirements. We were particularly impressed by the high standard of facilitation and the depth of expertise demonstrated throughout the programmes.”
Frequently asked questions
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online.
Is this official Sage training?
No. BOTI is an independent training provider, not a Sage training partner. Delegates receive a BOTI certificate of attendance.
Do delegates need to know Sage Pastel already?
No. Despite the 'Intermediate' name, this is the core hands-on course and it starts with installation and setup. Delegates do need basic bookkeeping knowledge.
Which version of the software do you use?
The current Sage 50cloud Pastel Partner release. If your business runs an older version, tell us when you book and the facilitator will point out the differences.
What comes next?
The two-day Partner Advanced course covers consolidations, budgets, projects, user security, the forms designer and Report Writer.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Related courses
Ask a consultant for a written quote
A BOTI consultant emails you a written quote, usually within 15 minutes (Mon–Fri, 08:00–17:00). After hours, we reply on the next working day. To speak to someone now, call 011 882 8853.
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