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NP Retail Finance Starter: 2-Hr Workshop

NaviPartner

Basic education enabling new users to handle accounting and financial aspects of NP Retail & POS.

The purpose of NP Retail Finance Starter is to teach accountants, bookkeepers and other financial employees how NaviPartner´s Retail & POS solution integrates with Microsoft Dynamics 365 Business Central´s financial module. This is a basic education targeting participants with no or little knowledge in NaviPartner´s finance related to Retail and POS.

You will learn how to navigate and do simple daily tasks related to the financial part of NaviPartner Retail & POS. You will gain an overview of Microsoft Dynamics 365 Business Central´s structure and appearance in general, as well as its basic functionalities in the Finance module and its integration with NP Retail. The education takes a hands-on practical approach and you will learn how to review the balancing report, manually create entries in the system accounts and similar.

Finance in NP Retail & POS

Agenda:

  • Overall structure.
  • Navigation and shortcuts.
  • Changing the interface.
  • The user role and home page.
  • Financial Management module
  • The indirect link between the Retail module and the Financial accounts.
  • The direct link between the Retail module and the Financial accounts.
  • POS processes.
  • Finances and other drafts.
  • Financial start-up practice.
  • Creating master data.

Additional notes:

  • Recommended for 1-4 attendants.
  • Content can be adjusted upon request.
  • We support education in multiple languages.
    Don´t hesitate to ask if you have special requests.

Prerequisites:

Overblik

https://store-images.s-microsoft.com/image/apps.52879.559f84bd-893e-4d56-a694-593ead5f9710.3509c32c-1d3c-48ce-84f7-c536fb9c2fbb.2d425a97-dbff-470a-9cc8-ebfcd5838a38
https://store-images.s-microsoft.com/image/apps.28694.559f84bd-893e-4d56-a694-593ead5f9710.3509c32c-1d3c-48ce-84f7-c536fb9c2fbb.157077a7-e9f7-455f-a6ab-48d760206435
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https://store-images.s-microsoft.com/image/apps.17806.559f84bd-893e-4d56-a694-593ead5f9710.3509c32c-1d3c-48ce-84f7-c536fb9c2fbb.f0939810-e6bb-4057-9460-866f512f0da9