These courses feature the same high quality course content found in our traditional classroom trainings, supplemented with modular sessions and cloud-based labs. Many of our online learning courses also include dozens of recorded webinars and live sessions by our senior instructors.

Your advantages

• Modular approach applied to the learning method
• New interactive learning experience
• Lower training budget for the same quality courses
• Better comfort to facilitate your learning process

Structure of the Training

There are three components to the training Videos with detailed demos Hands-on exercises and their solutions Live Q&A sessions with a trainer

The 5-day training is modular, which means that you can choose to participate in the full training or to just 1 or 2 modules. Nevertheless, the first day of the training is compulsory for everyone. The Monday is compulsory because the introduction of Flectra is important before going through the other modules.

Each day of the week starts from 9 AM (CEST/PST) to 12 PM (CEST/PST). A Q&A session will be hosted by an Flectra trainer. Each day, the participants are expected to have done the following BEFORE attending the Q&A session:

• Watch the videos for this day
• Do the related exercises (written solutions will be provided upfront as well)
• Send their questions by email before 5PM (CEST/PST) on the previous business day

The Q&A session will be hosted on a web conference service. A stable internet connection is required. The trainer will screen the questions for the day and select the most relevant ones to be answered during the session. The purpose of the Q&A session is not to cover questions related to a specific implementation project or company-specific business workflows. The questions should be about the material covered in the videos and the exercises and should benefit the other participants of the training as well.
Each day of the week is dedicated to specific applications in Flectra as per the following planning:

• Monday: Introduction, CRM, Sales Management
• Tuesday: Access rights, Purchase, Sales & Purchase management, Financial accounting
• Wednesday: Project management, Human resources, Contract management
• Thursday: Warehouse management, Manufacturing (MRP) & Sales, Import/Export
• Friday: Pricelists, Point of Sale (POS), Introduction to report customization

Content of the Training

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Monday

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Introduction, CRM & Sales

Content

What will you learn?

Flectra’s architecture How to create an Flectra Online instance List and form views, search and filter features Tooltips and drill-downs Advanced navigation Calendar, Graph, Kanban and Gantt views Social network features: emailing, internal communication

The introduction exercises have been created to help you discover Flectra in an easy way. Their main objective is to present the different applications, menus, view types, shortcuts, field types, wizards, actions, etc. It will help you to discover how to navigate in Flectra! Therefore, the Introduction is compulsory for everyone, even if you need to learn a specific module given on an other date. This obligation has been made to make sure that you are not lost if you arrive in the middle of the training for another module.

Content	What will you learn?
Manage Lead & Opportunities Call, Meeting Partners & contacts Automated actions	Track all leads coming in and push them to real opportunities Improve the productivity of the sales force Access all documents and messages related to one lead/opportunity in one place Track the sales pipeline by month and stage to produce accurate sales forecasts at the individual and group levels Track individual performance of sales people

Content	What will you learn?
Customers Products to sell Manual discounts Margins Sales & Warehouse: Invoicing control (On demand / On Delivery Order), Shipping policy (At once / Each product when available)	Register orders from customers and create invoices Schedule deliveries (for products) or tasks (for service) Ensure that sales orders are properly invoiced by tracking pending sales orders
CRM & Sales management: From an opportunity to a sales order Claims Aftersale communication	Flectra can work with independent applications, so the whole commercial process can be integrated together in order to accomplish complete business flows.

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Tuesday

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Access rights, Sales & Purchase, Financial accounting

Content	What will you learn?
Users Groups Access rights and access rules Modules configuration	Thanks to the integrated access rights management integrated, each user has an access to its relevant information. No overloaded screen with a lot of irrelevant data, no unwanted menu, etc. Only a clean interface!

Content	What will you learn?
Vendors Products Request for Quotation Purchase order Invoicing & Invoice control Incoming order (Complete/partial receipt) Purchase requisition	Better negotiate volumes and prices based on historical data Centralize all the data to be able to build reporting and statistics Control the invoicing process Work with purchase requisitions to ask different vendors to submit quotations
Sales & Purchase management Make to order product Retailer process: buy a product and sell it without any customization/manufacturing	Keep control of the replenishment process based on sales demands! Thanks to this integration, you will be able to automate the ordering for the missing units ordered by a customer

Content

What will you learn?

Invoices Refunds Journal Entries & Reconciliations Reports / Closing of fiscal year Accounts

Rapidly encode your financial operations or accounting transactions Carry out payments easily and adequately reconcile these payments with invoices Quick creation of invoices with pre-set defaults on debtor/creditor and income/expense accounts Multiple manners to reconcile Configuration of accounts to ensure correct display in balance sheet and profit & loss statement Apply correct deferral methods to ensure the close of the fiscal year

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Wednesday

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Project management, Human resources, Contract management

Content

What will you learn?

Projects Tasks Issues

Manage and follow your projects, tasks and issues Discover the Kanban view to quickly operate some actions and to quickly detect any bottlenecks in your projects flows Discover the Gantt view to see how your project has been planned and adapt it according to new elements or to the people agenda Define project members & delegate tasks Create automatically timesheet lines in the Human Resources menu from recorded work activities Track and invoice (to customers) the costs associated to a project Manage a support ticket system

Content

What will you learn?

Employees Recruitment Expenses Allocations and leaves requests Time management: timesheet and timesheet lines

About Recruiting: Better negotiate volumes and prices based on historical data Centralize all the data to be able to build reporting and statistics Control the invoicing process Work with purchase requisitions to ask different vendors to submit quotations About Leaves: Track the number of vacation days accrued by each employee Allow managers to approve leave requests and plan backups for their teams

Content	What will you learn?
Contracts Invoicing methods Sales orders Timesheets Expenses	Centralize the data related to a specific contract in one single point Perform the invoicing from one single place (Sales order / Timesheet / Expenses) Follow the renewal process Compute statistics based on expected revenues

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Thursday

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Warehouse management, Manufacturing (MRP) & Sales, Import/Export

Content	What will you learn?
Stock moves Inventory Partial delivery / receipt Units of measure	Flectra Warehouse Management is at once very simple, flexible and complete. It is based on the concept of double entry that revolutionized accounting: ‘Nothing lost, everything moved’. In Flectra, we don’t talk about disappearance, consumption or loss of products: instead we speak only of stock moves from one place to another.

Content	What will you learn?
Bill of materials Multi-level BoM Routings Work center operations	Manage the production planning Organize the different manufacturing orders to optimize the workload of the different resources From an operational perspective, track which products and quantities need to be manufactured As a manager: Define products to be assembled or to be sold as a kit Organize the pipeline of the production Track the cost of a manufacturing order and measure the efficiency of the department
MRP & Sales Product configuration Make to Stock / to Order Commercial BoM (kit) Just in Time	From the sales perspective, you will have a manufacturing order generated based on a request coming from a customer without any manual operation. This integration of those two aplications allows you to perform the following flow in an automated way: Sales order –> Stock level verification –> Production of the missing units –> Receival in stock of the finished goods –> Delivery to the customer.

Content	What will you learn?
Import from CSV files Export as CSV or as Excel file	Transfer data from one system to Flectra. Flectra offers a simple way to import and export data. Flectra will guide you for this phase thanks to a FAQ directly integrated into the import screen

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Friday

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Pricelists, Point of Sale (POS), Introduction to report customization

Content	What will you learn?
Prices for returning customers Prices in foreign currencies (with exchange fees) Retailer prices (based on a minimal margin)	Keep control on the pricing policy Allow discounts for some periods Ensure your margins even when you define discounts Allow different pricing by customer and/or vendor Update the prices in an easy way

Content

What will you learn?

Payment methods (journals) POS Configuration POS front-end POS back-end Shops Sessions POS Orders Re-Invoicing Scanning / Self-scanning

Flectra POS is the first POS running in a 100% web based environment, which means any computer with a browser can host the POS. The POS is a two-part system with a front-end (interaction with the client) and a back-end (managers can configure the system, print reports, analyse, ...) About the front-end: Offline mode. Imagine several cases were having an offline mode is of prime interest: Connexion to server shutdown at a big supermarket / Use in environments that requires mobility but without wifi / Use in large environments like restaurants and gardens / Use in low tech environments About the back-end: Configure the products being sold in the POS Configure the payments methods Print daily sales report Analyze sales

Content	What will you learn?
Customize the layout of your invoices Change the footer/header of documents Add a field in a standard document / report	This features will help you to fully customize the standard documents made from Flectra.

English	English	Spanish
Europe	USA & Canada	USA & Latin America
Register	Register	Register

Training Material

As soon as registration will be finalized (ie. payment confirmation), the participants will be provided with the material listed below:

• Access to online videos with detailed demos
• Training material with exercises
• Written solutions to the exercises

Therefore, there is an advantage to registering early to the training if you are interested in preparing your live sessions ahead of time. Moreover, the number of participants is limited per online session which is another reason to consider registering early and securing your seat.

With the live sessions, we learned a lot more than what was covered in the videos. Definitely a good start for building up a solid base of working knowledge of Flectra.	The trainer did a wonderful job with the training! He was well informed and interactive online and offline. Thank you so much for the experience!
It would be very difficult to cover all of the possibilities of Flectra and I believe the major aspects were covered very well	The trainer has a very good knowledge of the subject, he understands the issues of the trainees very fast and provided answers with the right level of illustration.