Loading...

Training

Role-based sessions delivered on your own workspace, so your team learns the exact screens and flows they will use every day.

Formats

Choose how your team learns

Mix formats as needed: a live session for finance, documentation for occasional users, an on-site workshop for the shop floor.

Most requested

Live online sessions

Instructor-led video sessions on your workspace with screen sharing, hands-on exercises and questions answered as they come up. Recorded for replay.

By arrangement

On-site workshops

A trainer at your premises for teams that learn best together, such as a shop floor, a warehouse or a restaurant before opening hours. Arranged on request.

Included

Self-serve documentation

Step-by-step guides for every product and application at docs.erpsx.com, free for every customer, kept current with releases.

For larger teams

Train-the-trainer

We train your internal champion in depth so they can onboard new staff themselves, with our materials and a direct line back to us.

Curriculum

Training tracks

One track per role or department. Duration depends on your scope and is agreed when we plan the sessions.

Panel administration

Companies, users, applications, domains, billing, company settings and support tickets in the ERPS X panel.

Owners and administrators Foundation
Finance: Accounting and Invoicing

Chart of accounts, journals, invoices, payments, how POS and other departments post into the books, period review.

Finance team Core
Inventory and Purchase

Products, adjustments, valuation, replenishment, purchases, vendors, logistics and gate passes.

Stores and purchasing Core
HR: Employees, Payroll, Time Off, Expenses

Employee records, payroll runs, leave, expense claims and fleet.

HR and payroll Core
Manufacturing

Bills of material, manufacturing orders, production analysis, quality and equipment.

Production team Core
Sales

Quotations, sale orders and customers, and how they flow into invoicing.

Sales team Core
POS for cashiers and managers

Selling, returns, payments, customers, items and categories, purchases and expenses, end-of-day reports, and what posts to Accounting.

Counter staff and managers Role-based
RMS for owners and staff

Owner configuration (branding, tax, menu, QR, staff) from the panel; waiter scan-and-confirm; cashier order handling on the floor.

Restaurant owners and staff Role-based
How it works

From request to trained team

A short, predictable process with a deliverable at each step.

1

Needs call

We confirm who needs training, their roles, what they already know, the products and applications in use, and preferred format and dates.

Deliverable: Training plan with agenda per session
2

Preparation

We review your workspace configuration so examples use your companies, products and roles, and share pre-reading from the documentation.

Deliverable: Session materials and pre-reading
3

Sessions

Live sessions are delivered per track with hands-on exercises on your workspace. Each is recorded where you permit.

Deliverable: Recordings and session notes
4

Follow-up

Open questions from the sessions are answered in writing, and your team continues with normal support and documentation.

Deliverable: Follow-up notes and next steps
What you get

Training that sticks

Designed so people are productive the day after, not just informed.

On your workspace, not a demo

Sessions use your companies, products and roles, so nothing has to be translated afterwards.

Built around roles

A cashier, a payroll officer and an owner need different sessions. We plan the agenda by role, not by module list.

Recordings included

Live sessions are recorded and shared with you for new starters and refreshers.

Session notes

A short written summary of what was covered and any follow-up actions after each session.

Follow-up questions

Questions that come up in the first weeks after training are answered through your normal support channels.

Current with releases

Materials reflect the product as it is today; documentation is updated as features ship.

Request training

Tell us about your team

We will reply within one business day with a proposed plan and quote.

Thank you. Your training request has been received and our team will contact you within one business day.
Required fields are marked *. Or call +1 (321) 359-3830.

New to ERPS X?

Start the free 14-day trial and explore with the documentation. Training can be scheduled as soon as your workspace exists.

Top