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Our comprehensive suite of documentation and video resources are an excellent way to learn the sympac system!
Together with our instructor led training which we offer as part of our onboarding and go live process, through this platform we also offer sympac users a variety of resources to assist them learn more about our systems at their own pace. From basic to advanced learning, our resources are a mix of videos, detailed manuals & quick reference function specific how to guides.
Currently you will find 20 modules as part of our online knowledge base and there are plans for more to be released over the coming months as we start to ramp up our new eLearning project!
Users of this portal need to be registered to gain access. Use the menu bar quick links to sign up and once we verify your details we will grant access. If, after 24hrs of registering, you haven’t heard from us just get in touch via our ‘support’ page and we will check your access (make sure to also check your junk items mail folder!).
New features and enhancements are continually being added and refined across our suite of sympac products. This means that we may not have a dedicated resource for every functionality and there may also be some slight variations between the resources available on this portal and the current version of the sympac software that you are using.
As you work through our documentation and video resources, you will notice that certain screenshots may show examples from a variety of retail scenarios, and may look different to your particular business.
For the purposes of training and general reference for our software, you should assume that the screenshots in our resources provides a good example of how the particular feature or process works within the our software. If the buying group or retail scenario in the screenshot example shown is different to your own, that doesn’t mean that the software doesn’t work for you, or that the instruction for that part of the software doesn’t apply to you.
As we release new content or update existing resources on this portal we will add a note to that module’s page to let you know what has changed.
Each individual module has search capabilities and other handy navigation tools as well as our dedicated ‘search’ and ‘module’ pages that will assist you find what you are looking for. Find out more about the modules in our Knowledge Base and our plans for eLearning further below and how you can provide feedback!
Select a module below to reveal the topics covered in each. Registered users can also head to our ‘module’ and ‘search’ pages for other ways to explore our extensive knowledge base.
Cash sales
Debtor/Customer Sales
Accumulate and Home Buttons
Debtors processed as Cash Sale
Reprice docket methods – Using a “Seniors” or “Trade” Account versus Discounts
Reprint Invoice F2 (Last Invoice, Search for Invoice)
POS function keys
Parking and loading dockets
Making payments on customer orders
Reprinting customer dockets
Gift Cards
Mighty Rewards
Product search using F7 – (SQL Searching)
Debtor/Customer Receipts – unallocated
Adjustment notes – Cash and Debtors
Selling Lineal Metre, Square Metre Tally Grouped Alternate Selling Units
Searching for customer dockets and viewing details from search screen
Quotes Creation with Sub Totals Comment Lines GP and Cost options
Customer Order Creation with Sub Totals Comment Lines with GP and Cost Options
Inserting and Deleting Lines into Documents and Multi Row Select
Converting Quotes to Customer Orders
Delivering Customer Orders to Tax Invoice
Customer Orders through to TBO Direct to Purchase Order
Creating Quotes and Customer Orders – Cash Customer Insert
To include ‘Buy-in Concept’ functionality at POS
Advanced Reprice docket overrides
Extra Function Keys – F9 Last Sales, etc
Transfer Out to another store – Customer Orders and Straight Transfers
Internal Use Accounts
TBO System overview
TBO System – Suggested Order, Product Alter, via PDA (multi-supplier)
Converting TBO to Purchase Orders
Purchase Orders – Warehouse
Purchase Orders – Manual / PDE download
Purchase Orders – Timber Orders (refer also Module 19)
Store Transfer Requisition (how this flows through to a customer order at store)
Purchase Order Entry/Enquiry
Purchase Order Print
Store Transfer In – With / Without Requisition
Back Order System
Sending of orders to Buying Group if necessary and associate integration.
Import E-Invoices- Goods In Batch (refer also Module 18)
Inwards Goods – No Purchase Order
Timber Orders Tally Products Square Metre Products (refer also Module 19)
Plant Orders – Receipt No Purchase Order by Price Point (refer also Module 19)
Transfer In – With Requisition
Transfer In – No Requisition
Discrepancy Reporting, Total Goods Delivered Report, and Customer Order Report
Return to Supplier and Claims
Stocktake Process
Stocktake with Honeywell Device
Timber Stocktake
Stocktake Sheets
Rolling Stocktake, with Bin Locations
Stocktake Maintenance
Variance Reporting
Updating the Stock on Hand By Bin
Product Maintenance Including TABS Detailed
Usage Type and Product Types
Local Product Maintenance Min Max Bin Locations Labels
Searching and Copying products from the EPG
Data Entry and Adjustments
Reason Codes POS Return Reasons Price Over Rides Claims Reasons
Reports Stock Status Top Products Dead Stock Sales Department Summary
Global Alters
Customer and Global Contract Maintenance and Enquiry
Linking Customers to Global Contracts
Contract Price Listing
Import and Export Global Contracts for Maintenance
Future Customer and Global Contract Maintenance and Enquiry
Future Linking Customers to Global Contracts
Future Contract Price Listing
Sympac GO Pricing
Store Wide sale (refer also Modules 8 & 9)
Qty Pricing Maintenance
Minimum Profit x Department report
Department Minimum Profit warning maintenance
(refer also Modules 7 & 9)
Maintaining Customer Group discounting by Department, FLC, Family or Price Flag
FLC Sale Discount % Maintenance
Department Sale Discount % Maintenance
(Refer also Module 7)
Control maintenance
Enquiry
Listing
Import & Export for Maintenance
Catalogue Performance
(Also refer Module 13 & 15)
Till Clearance Overview
Till Balance – Money Calculator End of Day Overview
GST Collected to General Ledger
GST Paid to General Ledger
GST vis General Ledger Cash Receipts & Cash Payments
Basic GL
File Maintenance – Insert / Alter
Transaction Enquiry
Transaction Listing
Manual Journals
Profit & Loss reporting
Yearly analysis reporting
Balance sheet reporting
Divisional Analysis reporting
Balancing
Aged debtors & customer dockets to General Ledger
Creditors Trial Balance to General Ledger
Store sales to General Ledger
Store COGS to General Ledger
Stock to General Ledger
Understanding the GL
General Ledger Set up
Expenses, Income, Assets, Liabilities & Equity
General Ledger account Types
Control File Maintenance
Control Accounts
Auto Journal linking – Sales journals by Day or by Department
Auto Journal linking – Receipt journals by Tender Type
Auto Journal linking – Bank deposits
Auto Journal linking – Goods In & Goods received not yet charged
Auto Journal linking – Stock adjustments
Creditor to General Ledger linking
Tendering to General Ledger linking
When transactions post to the General Ledger
Closing accounting period (also refer to Module 13)
Entering Under/Overs
Combined Till Report
Banking (also refer to Modules 10, 12 & 18)
Daily Gross Profit Report
Using the Dashboard – Basics
Reason Code Report
Margin Exceptions Report
Debtor/Customer Account Creation & Basic Back Office Functions
Customer insert
Debtor/Customer group
Agent
Financials – Bill to /Type / credit limit / Stop credit / ABN
Delivery addresses
Flags – Order number / Job number / Taken by
History
Email addresses – print email set up
Notes – Debtor/Customer / Account / POS / Sales / Audit
Statement set up
Credit management
Debtor/Customer function keys
Debtor/Customer data entry processing
Debtor/Customer receipt allocation process
Debtor/Customer adjustment note allocation process
Debtor/Customer journal process
Receipt reversal process
Allocation reversal process
Batch accounting/interest fee process
Sundry sale/charge process
Debtors Enquiry, Searches (incl. Reports & Statements)
Customer search
Transactions
Transaction function keys
Reprint & batch reprint
Customer documents (quotes/laybys/customer orders)
Debtor/Customer notes view
Print Debtor/Customer history
Debtor/Customer attachments
Viewing Bank Reconciliation report
Understanding the Bank Reconciliation report
Bank import processing (also refer Module 18)
Manual – Reconciling matched entries
Manual – Re-instating reconciled entries
Printing reconciled entries
Clearing reconciled entries
Take Up Costs
Recommended Retail Price (RRP) changes
Daily Gross profit reporting
Exception reporting
Min/Max stock levels
Gap Management Techniques
Creditor / Supplier insert – Financials / Ordering / History / Auto contacts
Creditor invoice input
Creditor invoice input – batch
Creditor adjustment note entry
Claims – Return to supplier/Value adjust
Claims match to adjustment note
Creditor release/hold functionality
Creditor reconciliation
Creditor payments – Manual / Batch ABA electronic file transfer
Remittance advice printing
Creditor Enquiries – Transactions / payments / allocations
Creditor reporting – Aged creditors / Cash requirements
Specific to IHG and your individual store group, this module covers items we have developed for your particular installation of sympac.
Timber Tally Groups
Lineal Metre
POS Trade Sale – cash & account
POS Trade Sale – adjustment
Start-up/Shut Down of SYM-PAC
Log-In/Log-Out/Exit and Staff Set Up
Sympac Desktop
FAQs / YouTube / New Training Portal coming soon with full knowledge base + YouTube integrated
Alerts and Quick Buttons
Request Assistance – via NSO Retail Systems etc. process
Queue and Print Labels
Batch Queue Labels
Print Labels and Update Prices
Label Queue Report
Label Queue Names
New features and enhancements are continually being added and refined across our suite of sympac products, and we are working hard to ensure that our customer (user) knowledge base continues to also grow. If you would like to keep an eye on what resources are currently in development follow the link below and also look out for references and notations on the individual module pages the new resources relate to.
During 2023 we’re developing a highly comprehensive eLearning system to further complement our training offering, we expect to start launching structured eLearning self paced lessons as early as mid 2023!
Until then we have a wide range of online documentation, how to guides and video playlists for our users to explore.
That’s great! We’d love to hear from you!
Your suggestions about resource content, site functionality and feedback assists us to continually refine and grow our knowledge base. Just use the ‘feedback’ button below to drop us a line…