Learn · Training
Learn the new V16 interface.
Short narrated lessons on real Parsimony ERP screens: a course for each role, plus courses for setting up your site, getting your data in and reporting. Every lesson has a two-minute film, a written guide you can follow at your own desk, and a quick check at the end. Start with Getting Started, then take the course for your job.
The courses
Courses for every part of the business.
- 01
Sign in, find your way around the V16 Desktop, search, work with lists and forms, and see how your role shapes what you can do.
- 02
Selling and Customer Relationships
From a new lead to a submitted sales order: opportunities, customers, quotations, and the hand-off to the warehouse and accounts.
- 03
Material requests, requests for quotation, comparing supplier quotes, purchase orders, receiving, and supplier invoices.
- 04
Find an item and its stock, receive deliveries, move stock, pick and ship orders, handle returns, and count what you hold.
- 05
Sales invoices, customer and supplier payments, journal entries, correcting mistakes the right way, and reading the financial reports.
- 06
Turn a project need into a sourcing request, reach out to suppliers, request and track samples, review them, and hand off the decision.
- 07
The item record, units of measure and conversions, variants, price lists, pricing rules and barcodes.
- 08
Filter and save report views, group and total, export and print, build your own report, read dashboards, and get reports by email.
- 09
Users and role profiles, roles and permissions, your company record, document numbering, print formats and letterheads, and email setup.
- 10
Plan an import, then bring in customers and suppliers, items, opening stock and opening balances, and check the result.
- 11
Reconcile the bank and customer payments, chase overdue customers, set up sales tax, lock a closed period, and run the month-end checklist.
- 12
Buy in another currency, handle exchange gains and losses, follow a shipment, add freight and duty with landed cost vouchers, and see your true margin.
- 13
Inspection parameters and templates, items that require inspection, inspecting receipts, accepting or rejecting quantities, and quality reports.
- 14
Your projects at a glance, linking projects to sales orders, tasks, project-wise delivery and billing, time and cost, and project profitability.
- 15
Keyboard shortcuts, assignments and to-dos, notifications, and search tricks that save time every day.
- 16
Batch numbers for lots, pick lists and packing slips, delivery trips, product bundles, repacking and break bulk, putaway rules and stock ageing.
- 17
Payment terms, credit limits, terms and conditions, shipping rules and incoterms, returns and credit notes, blanket orders, statements and commissions.
- 18
Log and resolve customer issues, service level agreements, warranty claims, maintenance schedules and visits, and support reports.
- 19
Custom fields, property setters and layout, workflows and approvals, email templates, and web forms with the customer portal.
- 20
Cost centers and budgets, fixed assets, depreciation, and recurring documents.
Before you start
Your site, your data.
Sign in to your own Parsimony site, usually yourcompany.parsimony.com, and follow along. The screens in the lessons come from a demo company that distributes flooring; every company, person and amount shown is invented.
Your screens may look a little different. What you can open follows the roles on your account, and some settings, such as whether your site sends email, depend on how your company set Parsimony up. The lessons say so where it matters.