Tutorials & learning paths

Step-by-step guides — work through each path in order or jump to a topic.

New user — first week

1Company setup

Complete licence activation and company profile.

Client-Server Setup
2Chart of accounts

Create or import accounts; enable dimensional codes if needed.

Accounting Codes
3Opening balances

Post opening journals before go-live transactions.

Opening Balances
4First sale & invoice

Customer, product, invoice, and receipt.

Sales Guide

Dimensional accounting

1Understand dimensional balances Read guide
2Build the matrix view

Chart of Accounts → Dimensional tab → select branch/department/project.

Open Dimensional Codes
3Dimensional reports Dimensional Reports

Manufacturing & warehousing

1Ensure HQ warehouse

One MAIN warehouse on head office — do not seed every branch.

Warehousing guide Open Warehousing
2Build a recipe / BOM 5-min recipes
3Run a work order

Pick → Release → Issue → Complete (RAW → WIP → FG).

Manufacturing guide
4Know your role Roles & daily tasks

Approvals & workflows

For accountants, finance managers, and CFOs — approval queues and Phase 1 flows.

1Role training (your workflow table) Accountant CFO
2Workflow system guide Open guide
3Clear your approval queue Notifications

Interactive training

In-depth HTML training modules with examples and exercises.

Role Training Manual Journal Entries Training Complete User Guide

Video walkthroughs can be arranged with CNP Solutions — contact us via WhatsApp for live onboarding sessions.

Book a training session