Learn · Training
Learn the new V16 interface.
Short narrated lessons on real Parsimony ERP screens, one course for each role. 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
One course for each 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.
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.