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Parrot Web Client

  Parrot Web Client
Parrot Web Client Walkthrough Sessions
  1. System Walkthrough Part 1

 

 

Training Objectives:

 

  1. Parrot ERP Overview

  • A high-level overview of what is available Parrot Web Client.
  • This section will be more of “this is what it has” versus “this is exactly how it does what is available”.
  • This would be the introduction to the training sessions, not in-depth training.

  1. Customers 

  • View Customers – Search ability.
  • View/Add/Edit/Delete Customers – All Tabs available.
  • Customer Price Lists. 

  1. Call Cycles

  • View Call Cycles (includes the Call Cycles Control Screen Training).
  • Capture Call Cycles.

  1. Quotes

  • Quote Control Screen and grid (all functionality, including the search, sorts etc.).
  • Menu items functionality.

  1. Accounts

  • Trial Balance.
  • Income Statement.
  • Balance Sheet.
  • Account Report Grouping.
  • Budgets.
  • Cash Book.
  1. System Walkthrough Part 2

 

 

Training Objectives:

 

  1. Repairs 
  • View Repairs (including control screen, colours etc.).
  • Create Repair.
  • Show the ERP parts too, to show how the full workflow.
  1. Setup Part 1
  • Bank Connectors.
  • Heuristics Engine.
  • Repairs.
  • Document Settings.
  • Company Configuration.
  1. Setup Part 2 
  • Vouchers.
  • Promotions.
  1. System Walkthrough Part 3

 

 

Training Objectives:

 

  1. Vehicle Registrations 
  • View Vehicles.
  • Manage Trusted Vehicles.