Team skills checks
Test a whole department on a module, lessons or not. The report shows who can already do the work, what the team gets wrong and what it costs, and assigns the module to anyone who didn’t pass.
General ledger track
Accruals that reverse, reclasses, depreciation and prepaids, and closing the month, in P21 Journal Entry and Fiscal Year Maintenance.
Accounts receivable 3 and accounts payable 3
Credit memos, credit and rebill, write-offs and collection calls; the weekly check run, hand-written checks, voiding a lost check and vendor memos.
Customer service 4: changes and exceptions
Changing and canceling open orders, direct ship from the supplier, and deciding who gets stock when a backorder arrives.
Warehouse and pricing tracks
Put-away, damaged stock, cycle counts and branch transfers; contract prices and price books. Each with an exam.
Returns and inventory control
Authorizing and receiving returns, and reordering by order point, order quantity and EOQ.
Inside sales and purchasing tracks
Customer, ship-to and contact setup; quotes that hold their price and convert to orders; vendor, supplier and item setup; PO entry and Min/Max reordering.
Default tracks by department and reminders
Departments carry default tracks for everyone who joins them, and managers can nudge someone who’s behind with an alert and an email.
Search everything
Cmd/Ctrl+K opens search across pages, and for managers, people, scenarios and modules.
Lessons before tests
Every skill starts with a guided lesson on the screen, then a scored test with different data, and each module ends with an exam.
Accounts receivable and payable
Cash receipts, earned and unearned discounts, credit holds, shipping and invoicing; PO vouchers with the three-way match, non-PO bills and freight.
Departments, due dates and alerts
Managers see their own departments, assign tracks with due dates, and are told when someone falls behind.
Your own data
Import customers, items, vendors and stock from a spreadsheet, including P21’s own report exports.