Training At Your Fingertips
Synergy Resources has combined our extensive VISUAL knowledge and experience to design an online-accessible, self-paced VISUAL training experience. Save time and money: whether used to get a new employee up to speed on core functionality, to learn about the latest features and functions, or to train a full team on process-based scenarios.
VISUAL™ ERP users can now learn the software using an on-demand, hands-on, self-paced training approach
Address crossover and turnover training needs long after you deployed VISUAL (on-boarding new employees)
Allow your IT department and subject matter experts to offload routine training and questions, freeing up time for other tasks
Prepares you so your Synergy consultants can focus their on-site visits on advanced topics instead of basics
Stop ERP Erosion - Often ERP systems are upgraded to new releases but employee training to optimize and leverage new enhancements that could increase productivity are overlooked

Learn about the VISUAL ERP Online Learning System

Online Training Includes:
icon Scenario based courses with videos and hands-on exercises

Scenario based courses with videos and hands-on exercises

icon Terms & Definitions, as well as Best Practices suggestions

Terms & Definitions, as well as Best Practices suggestions

icon Virtual, self-paced courses—we provide the training environment!

Virtual, self-paced courses—we provide the training environment!

icon Printable Training Guides by topic

Printable Training Guides by topic

The library will provide training on the following topics and business cycles:

Engineering Cycle

  • Concepts and Common Features
  • System Administrator & Security
  • Includes: Units of Measure, Part Maintenance, Shop Resources, Engineering Masters, Costing & Related Reporting Tools

Sales Cycle

  • Concepts and Common Features
  • System Administrator & Security
  • Includes: Pre-requisite data requirements, Customer Maintenance, Pricing Methods, Estimates, Order Entry, Shipping, RMAs & Related Research / Reporting Tools

Purchasing Cycle

  • Concepts and Common Features
  • System Administrator & Security
  • Includes: Pre-requisite data requirements, Vendor Quotes, Vendor Maintenance, Purchase Orders, Service Orders, PO Receipts, Receiving Inspection, Vendor Returns, Managing Vendor Consigned Materials, and Purchase Requisitions, Material Planning & Related Research / Reporting Tools

Financials Cycle

  • Concepts and Common Features
  • System Administrator & Security
  • Includes: Pre-requisite data requirements, Receivables Invoice Forms Generation, Receivables Cash Application, Payables Invoice Entry – PO and Expense Vouchers

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