OfficeCentral Training - Accounting, CRM, Procurement & POS

APPO 3.0 Powerpoint Template. © Authentic Venture Sdn Bhd. All Rights Reserved.
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Accounting, CRM,
Procurement & POS

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© Vizualus. All Rights Reserved.
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Training Agenda for today
Let us get to know each other and
also introduction to OfficeCentral
Introduction
Accounting
CRM & Procurement
POS
Learn how to configure and
managing your accounting in
organizations.
Learn about CRM and how to
submit for purchase order and
application
Learn about Point of Sale
Software in the module of
OfficeCentral.

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We help you to grow
About Us
Authentic Venture Sdn Bhd is one of the leading software development
company focusing on cloud-based solutions. Our mission is to provide
cloud-based solutions to your business to help you grow your business and
organization effectively and efficiently.

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Manage your Payroll and produce
reports and payslips automatically.
Payroll
Manage your procurement process
efficiently with OfficeCentral
procurement.
Procurement
Easily manage your Accounting
using OfficeCentral and
automatically generate all the
accounting reports that you need.
Accounting
Manage your customers data and
customer relationship data with
centralized information for easy
access and retrieval.
CRM
Human Resources Management
System to help you manage your
human resources more effectively.
HRMS
Manage your claims, advances,
Payment Requisitions, Payment
Voucher, Petty Cash Vouchers and
more using Finance Module.
Finance
The following are the core modules that are available in OfficeCentral system.
Are you a retailer? Use our POS for
your daily sales transactions.
POS

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Support Channels
Need help? Don’t worry, we are always here to help you whenever you need.
support@ventures.com.my
Online Chat within system
03-2724 3826
Except Malaysia Public Holidays.
http://help.OfficeCentralCloud.com

© Vizualus. All Rights Reserved.
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SPECIAL OFFER
We also provide a 1.5-hour free Live Support session slots every Tuesday (Except Malaysia public
holidays and Selangor state holidays). This session will be held via online and also face to face.
If you need specific help in implementing OfficeCentral at your organization, you can book your session
slot today (Limited slots available). Limit to 2 pax/company only.

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Session Time
1 9.30 A.M – 11.00 A.M
2 11.30 A.M – 1.00 P.M
3 2.00 P.M – 3.30 P.M
4 4.00 P.M – 5.30 P.M
SLOT LIVE SUPPORT SESSION

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Open Web Browser
(Any Web Browser,
Recommended: Google
Chrome)
Go to:
http://v2.OfficeCentral.asia
Login using your
OfficeCentral account OR
create a new account (all
new accounts get 30-day
free trial)

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Login here
Or click here to register for a new free
trial account for training purposes

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Your email address

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Accounting
Accounting module allow the user to create transactions in and out of
organizations and Managing reports.

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CHART OF
ACCOUNTS
RECORD
TRANSACTIONS
ACCOUNTING
PERIOD
REPORTS REVENUES
EXPENSES
RECORD TRANSACTIONS
Create transactions that occur between organizations
VIEWREPORTS
View the reports of General Ledger, Profit & Loss and
many more.
EXPENSES
View and manage creditors also create transactions
which under expenses
CREATE CHART OF ACCOUNTS
Create Chart of Accounts or using the default format
in Office Central.
ACCOUNTING PERIODS
Settings the period defines the time range over
business transactions.
REVENUES
View and manage debtors also create transactions
which under revenues
By the end of the training session for Accounting, you should be able to achieve the
following:

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Create chart of
accounts
Header that act as
an umbrella of the
accounts
Detail that is the
account itself.
Manually setup or
by default settings

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Create
Accounting
Period
Setup the period of
any transaction in
company

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Revenues
Add and manage
debtors
Issued invoices
Issue receipts
Issued credit
notes
Issued debit
notes

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Expenses
Add and manage
creditors
Received
invoices
Issued payments
Received credit
notes
Received debit
notes

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Manage
Transactions
Approve
Transactions
View & manage
transactions
Import from other
modules

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View Reports
Bank
Reconcilation
Account Debtors
& Creditors
Profit & Loss
Balance Sheet
General Ledger

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CRM
Customer Relationship Management System

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CONTACT
BOOK
DASHBOARD
VIEW
POTENTIAL
PRICEBOOK &
INVENTORIES
INVOICING
COMMUNICATIONS
DASHBOARD VIEW
View from dashboard any information regarding
CRM.
CONFIGURE PRICEBOOK & INVENTORIES
Setup and manage Pricebooks and Inventories in an
organizations.
MANAGE COMMUNICATIONS
Manage Meeting, Phone calls, Emails & SMS
through organizations.
CREATE CONTACT BOOK
Create Account, Leads, Contacts & groups for your
organization.
CREATE POTENTIAL
Create potential or status of any tenders inside an
organizations
GENERATE INVOICING PROCESS
Create Quotations, Order Acceptances, Delivery
Order, Invoices and Receipts.
By the end of the training session for CRM, you should be able to achieve the following:

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Add Base
Selection
Entities
Setup Entities in
CRM Detail
informations.
Types of Details
Type of distributor
module

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Add Phone Call
Categories
Name of Categories Assign Parent

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Update KPI
Target
Assigning KPI based
on staff
Target based on
monthly and annually

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Add Industries
Assigning Code Name of Industry

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Add Inventory
Out Reasons
Creating reasons of
any inventory being
taken out
Detail will be used in
the Inventory
sections in CRM
modules

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Add Accounts
Name of company
Account Type
Contact Detail or
Person in Charge

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Procurement
Procurement module allow the user to submit purchase application, purchase
order, managing received delivery order and received invoices

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SETUP
APPROVER
RECEIVED
INVOICES
SETUP
REFERENCE
NUMBER
RECEIVED
DELIVERY
ORDERS
PURCHASE
APPLICATION
TYPE
SUBMIT
PURCHASE
APPLICATION &
ORDER
RECEIVED INVOICES
Learn how to add received invoices order to the
system
RECEIVED DELIVERYORDERS
Learn how to add received delivery order to the
system.
SUBMIT PURCHASE APPLICATION & ORDER
Purchase application and order management at your
fingertips.
SETUP APPROVER
Setup approvers according to each staffs.
SETUP REFERENCE NUMBER
Assigning reference number according to
organization format
PURCHASE APPLICATION TYPE
Creating detail of application type for yor
organizations
By the end of the training session for Procurement, you should be able to achieve the
following:

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Setup Approvers
Configure and create
approver group
Set approver for
each staff

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Add purchase
application type
Create name of
purchase application
type
Minimum number
quotation require

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Submit
purchase
application
Add new
submission of
Purchase
Application
View purchase
Application
Approve Submit
Application

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Submit
purchase
orders
Add new
submission of
purchase orders
View purchase
orders
Approve purchase
orders

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Create received
delivery orders
Generate received
delivery orders
View received
delivery orders

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Create received
invoices
Generate received
invoices
View received
invoices

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POS
Point Of Sale System

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POS
COUNTER
STOCKROOM BACK
OFFICES
PRICEBOOK &
INVENTORIES
MEMBERSHIP
POINT SELECTION
CATEGORIES
MANAGE STOCKROOM
View and manages stockroom items in and out of the
company.
CONFIGURE PRICEBOOK & INVENTORIES
Setup and manage Pricebooks and Inventories in an
organizations.
POINT SELECTION CATEGORIES
Create point distribution based on items.
MANAGE COUNTER POS
Create Counters to be accessed
BACK OFFICES RECORDS
From back offices we can view statements and
invoices being made according to counters
MEMBERSHIP
Create type of membership
By the end of the training session for POS, you should be able to achieve the following:

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Add Activation
Codes
To use POS on
tablet, download
apps OfficeCentral
POS
Generate Activation
codes based on
staff
Login by Staff No &
Activation Code

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Add Counters
Create Counter Manage counter

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Add Categories
Create Categories of
Item
Assign Pricebook
based on categories

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Add Accounts
Name of company
Account Types
Contact Detail or
Person in Charge

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Add
Memberships
Membership Name

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Add Point
Collection
Categories
Categories Name
Point Collection
Type
Assign Point based
on Pricebook

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Pre Training Survey :
https://docs.google.com/forms/d/e/1FAIpQLScI3icicR9bArGw18iZnL-
MdKLzu6399awj1rQrgEFtjZFIQg/viewform?usp=pp_url
Training Evaluation Survey :
https://docs.google.com/forms/d/e/1FAIpQLSey3QJMhqSa9iSRCUSXjq5PEr77M
G_7mazOT2-e-dpmlrvuSA/viewform?usp=pp_url

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Support Channels
Need help? Don’t worry, we are always here to help you whenever you need.
support@ventures.com.my
Online Chat within system
03-2724 3826
Except Malaysia Public Holidays.
http://help.OfficeCentralCloud.com

OfficeCentral Training - Accounting, CRM, Procurement & POS

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