ERPRevolution Certified Implementation Expert (Complete Path)

What the platform is, how it is structured, and how to move around it.

• What ERPRevolution is Preview · 18 min
• Navigating the workspace · 15 min
• AI Assistant & My Desk (the personal workspace) · 14 min
• My Desk productivity — tasks, calendar, office memos, daily achievements & messaging · 18 min
• Branches, warehouses & currency · 20 min

Configure the tenant, create users safely, and lock down privileges.

• Company information & preferences · 22 min
• Organisation structure: Departments & Staff · 22 min
• Users, staff and the staff-first rule · 18 min
• Password resets, software license & super-admin · 12 min
• Roles, privileges & notifications · 50 min
• Approvals, authorizations & the maker-checker flow · 24 min
• Tenant-wide preferences & Allowed Modules · 38 min
• Per-branch configuration (Location Specific Preferences) · 48 min
• Currencies, branding, messaging & custom fields · 24 min
• Company Notice Board & announcements · 12 min
• Guided tutorial: set up a company and run one full cycle · 25 min

Stand up and verify finance, inventory, sales/CRM, procurement and HR/payroll.

• Finance & the chart of accounts · 42 min
• Bank, cash, expenses, loans & requisitions · 26 min
• Inventory & stock control · 38 min
• Sales, CRM & the pipeline · 44 min
• Procurement & the supplier ledger · 26 min
• HR, payroll & the statutory engine · 30 min
• HR v2 — recruitment, performance, lifecycle, learning, documents, engagement, workforce & analytics · 34 min
• HR v2 — biometric attendance & Leave v2 · 24 min

Beyond the core five: POS, CRM, Project Management, Logistics, Job-Card/Service and FP&A budgeting — configure and operate each.

• Cashier / POS — point-of-sale selling · 36 min
• CRM — leads, pipeline, tickets, campaigns & loyalty · 38 min
• Project Management — projects, tasks & sprints · 34 min
• Logistics & Delivery — dispatch to doorstep · 22 min
• Job-Card & Service Management · 24 min
• Budgeting & FP&A · 22 min
• Hospitality / Hotel-IMS (PMS) · 26 min
• Hotel-IMS setup — Quickstart to live rooms & rates · 26 min
• Rental & Asset Hire · 24 min
• Manufacturing / Production · 32 min
• Fixed Assets & depreciation · 18 min
• Bank reconciliation · 18 min
• Services, appointments & service recipes · 20 min
• Client attendance & service participants · 12 min

What the HR operations job is, the screens it runs on, and the department / position / supervisor structure that every queue in this course routes through.

• What HR Operations is Preview · 16 min
• The org spine: departments, positions and supervisors · 20 min

The applicant tracking system end to end — the written request for a hire, the advert, the candidates, the interviews, the offer gate, and the honest state of the conversion step.

• Requisition, posting and applicants · 24 min
• Interview, offer and the hire gate · 20 min

The checklist engine that runs both ends of an employment — templates and dated runs, probation confirmation, company property in and out, then resignation, settlement, exit interview and the reference letter.

• Joining: templates, runs, probation and company property · 40 min
• Leaving: resignation, settlement, exit interview and the reference · 40 min
• Offboarding in detail: the checklist, the exit interview and the final settlement · 20 min

Three ways to capture a punch, two ways to read it back, the device layer that automates it, and the shift-and-roster machinery that turns a bare timestamp into on-time, late or overtime.

• Capturing attendance and reading it back · 44 min
• Devices, mappings, shifts and rosters · 42 min
• Face attendance, mobile punching and the correction layer · 48 min

Leave v2 is an accrual ledger rather than a counter — write the policy, let the engine accrue it, route the requests, encash or carry what is left, and close the year on one screen.

• Leave policy and the accrual ledger · 42 min
• Requests, approvals, encashment and the holiday calendar · 42 min

Performance v2 as a continuous cycle rather than an annual form — write goals that can be settled by evidence, cascade them down a team, gather feedback all year, normalise the scores, approve the rating, and run the improvement path when it is needed.

• Goals: writing them, cascading them, reading them back · 36 min
• Feedback, 360s, calibration, ratings and the improvement path · 42 min
• Staff appraisal forms: build, fill and find · 18 min

The L&D loop end to end — define courses with their policy switches, schedule the deliveries, run enrolment through its approval gate, mark completion so training becomes evidence, and keep certifications, budget and vendors honest.

• The training loop: catalogue, sessions, enrolment and completion · 36 min
• Certifications, the training budget and your vendors · 34 min

The two halves of employee relations — the recognition ladder, the points economy and the pulse surveys that let you hear from people while you can still act, and the warning, grievance and hearing trail that makes a hard case defensible.

• Recognition, rewards and the pulse · 46 min
• Warnings, grievances and the hearing · 50 min

Everything the HR Documents module does with paper — the category library carrying your collection and retention policy, the registration form and sign-off gate, the register you search, letter templates and their merge, and e-signature.

• Categories, upload, approval and the register · 40 min
• Letters, e-signature and retention · 42 min

The two screen-groups that look forward instead of back — the planning chain that prices a structure, budgets it, approves it and models alternatives, and the analytics stack that scores turnover risk and feeds the insights dashboard.

• Planning headcount: cost, budget, forecast, scenarios and succession · 46 min
• HR analytics: the attrition model, thresholds, exports and Insights · 52 min

The other side of every queue in this course — the ESS surfaces an employee runs for themselves, the MSS screens a manager reads over them, the announcement pair that gets news read, and a capstone plan for your first ninety days.

• Employee self-service: the desk your people run themselves · 40 min
• Manager self-service, announcements and your first 90 days · 46 min

What the finance-operations desk owns, the register behind every bank transaction, and the classification that makes spend readable.

• What finance operations owns Preview · 16 min
• Bank accounts on file · 18 min
• Classifying spend: categories and sub-categories · 14 min

Recording the journey from till to bank, reading the register that proves it, working the sign-off queue and charting the shape of your banking.

• Registering a bank lodgment · 20 min
• The lodgment register, its approvals and its chart · 18 min

The three ways money leaves — drawn from the bank, authorised on a voucher, or recorded as spend — each with its bulk form, its register and its chart.

• Bank withdrawals · 18 min
• Payment vouchers in bulk, and the voucher charts · 16 min
• Expenses: bulk entry, prepayments and the analytics · 20 min

The float a named person holds, the two expense forms that draw it down, and the four views that stop small cash being untraceable.

• Funding the float and reading the ledgers · 16 min
• Recording and proving petty-cash spend · 16 min

Moving money between your own accounts without losing the thread, and the two entirely different FX screens — one for transactions, one for consolidation.

• Bank-to-bank fund transfers · 16 min
• FX rates: the transaction queue and the translation table · 16 min

The queues where somebody senior says yes, the chain layer that routes documents by privilege, and the requests that start spending before any money moves.

• The approval queues and the chain behind them · 20 min
• Requisitions: raising spend requests in bulk · 14 min

The dedicated two-step reconciliation module: a per-bank translation table for statement files, the upload that stages a period, the workbench where lines are matched, and the history that proves it happened.

• Import profiles and staging the statement · 18 min
• The reconciliation workbench and its history · 16 min

The dimensional planning model — entities, drivers and budgets; the lifecycle from Draft to Closed; the enforcement policy that turns a plan into a control; and the scenarios, consolidation and variance that make it worth reading.

• The FP&A model: entities, drivers and a new budget · 20 min
• Submit, approve, enforce, close and lock · 20 min
• Scenarios, what-if, consolidation and variance · 20 min
• Walkthrough: standing up the FP&A model · 28 min
• Walkthrough: running the budget cycle · 18 min

The classic Finance payroll engine, the loan register, the summary reports that show a day or a period whole, and the routine that closes a month and then a year.

• The Finance payroll engine: levels, items, schedules · 20 min
• Loans, the financial summaries and the comparisons · 18 min
• Finance insights & analytics · 18 min
• The close routine and your first 90 days · 30 min

The personal workspace: what lives there, the task and achievement records, and the two queues where your decisions release other people’s work.

• What My Desk is Preview · 15 min
• Tasks and the achievements journal · 20 min
• Approvals and authorizations · 18 min

Internal memos that need no provider, e-mail and templates that do, and the SMS channel — with every gate message you will actually meet.

• Internal memos and quick notices · 16 min
• E-mail from inside the system · 18 min
• SMS, single and merged · 14 min

Edit User Settings tab by tab — defaults and signature, a dashboard chosen from 326 gadgets, and the notification, digest and autoload lists.

• Edit User Settings: one form, six tabs · 18 min
• Your dashboard and its 326 gadgets · 18 min
• Notifications, the daily digest and autoload · 20 min

The company file store: folders, uploads, a search that reads inside documents, versions, sharing, Trash — and the storage dashboard behind it.

• The Document Manager · 20 min
• Recent documents and the storage dashboard · 20 min

Give the data that lives in a spreadsheet a proper home — build a table, set who may do what inside it, and work it day to day.

• Build a record type without a developer · 16 min
• Working a custom table day to day · 30 min

The two different assistants and the three help doors, then the deliberate switch into offline mode and the queue that proves your work arrived.

• The AI Assistant, and where to get help · 26 min
• Setting up the AI Assistant: AI Agent Config · 12 min
• Offline Sync: what survives a lost connection · 14 min

The My Desk surfaces you own inside Project Management and Query Studio, then the routines and the ninety-day plan that turn all of this into a working habit.

• The My Desk surfaces you own · 32 min
• Your routines, and the first ninety days · 16 min

The material master, supplier intakes and day-to-day material stock control.

• Registering materials Preview · 18 min
• Material intake · 18 min
• Material stock control · 16 min

The production requirement — the recipe that names materials, expectations and joint outputs.

• The production requirement (your BOM) · 16 min
• Co-products & by-products · 14 min
• The requirement calculator · 14 min

From the recipe to a costed, batch-tagged run — and the work orders that plan it.

• Register a production intake · 20 min
• Work orders & the run lifecycle · 20 min
• Costing a batch · 16 min
• Production sales orders: build, invoice and deliver the balance · 22 min

The 5.0.110.1 shop-floor layer: switches, work centres, routings, operations, reservation, shortages, capacity, the boards and the presets.

• The Production module & its four switches · 14 min
• Work centres (Manage Shop Bays) · 14 min
• Routings & the step editor · 16 min
• Production operations on the floor · 14 min
• Reserved material & material shortages · 16 min
• Capacity planning & the two boards · 22 min
• Presets, role dashboards, reports & insights · 26 min

The people, the analysers and the discipline that makes production audit-ready.

• People & analysis · 14 min
• Production meets quality + your first 90 days · 20 min

What the suite is, the versioned rules it enforces, and the inspections that prove every check.

• What the quality suite is Preview · 16 min
• Specifications & control points · 18 min
• Inspections · 18 min

Where lots are born, the release decision that stands between a lot and the market, the everyday lot toolkit, and the two-books reconciliation.

• Where lots are born — the production intake · 14 min
• The release decision · 20 min
• The lot toolkit · 16 min
• Lot reconciliation · 16 min

Handling failure properly: NCRs by source and severity, timed recall drills, and the retained samples that let you re-test the past.

• NCRs · 14 min
• Recalls & drills · 18 min
• Retained samples · 12 min

Traceability below the lot and before the door: serialized units, supplier certificates, sourcing controls, and the work orders that join production to quality.

• The serialized-unit register · 20 min
• Supplier certificates & sourcing controls · 22 min
• Production joins quality — and your first 90 days · 18 min

The reporting stack — operational View/list screens, dashboard gadgets, Insights, audit logs, exports and Query Studio.

• Operational views, lists & drill-downs · 58 min
• Financial statements, analyzers & strategic reports · 22 min
• Insights & security monitoring · 24 min
• User activity & the audit trail · 20 min
• Getting data out: exports & statutory files · 14 min
• Query Studio — build, save, schedule & share custom queries · 28 min
• Integrations & API — the v2 REST API, webhooks, gateways & providers · 30 min
• Custom Modules — extend ERPRevolution · 16 min

Migrate cleanly, train the client, and hand over support.

• Data migration & opening balances · 24 min
• Bulk data import (Import Data) · 22 min
• Bulk operations: mass edits & batch posting · 16 min
• User enablement: personal settings, autoload & dashboards · 20 min
• Storefront / e-commerce — complete setup · 34 min
• Working offline & database backup · 14 min
• Training & support hand-over · 28 min
• Capstone — your first engagement, Week 1 / Day 30 / Day 90 · 24 min