Totvs System Training

Lesson 1 • User Profiles and Access Levels

Defines user roles, permission groups, and access hierarchies. Prepares learners to operate within their assigned security context.

Lesson 2 • Navigating the Totvs Interface

Teaches menu structure, toolbar functions, and shortcut keys. Enables efficient daily navigation across all modules.

Lesson 3 • System Configuration Basics

Introduces company parameters, branch settings, and environment variables. Provides the setup knowledge needed before using any module.

Lesson 4 • System Architecture Fundamentals

Explains client-server structure, database layers, and integration points. Connects architecture knowledge to daily navigation decisions.

Lesson 1 • Product and Item Master Setup

Teaches item classification, unit of measure, and pricing attributes. Enables accurate inventory and order processing downstream.

Lesson 2 • Master Data Concepts

Defines master data types, ownership rules, and lifecycle stages. Anchors all subsequent data entry practices to governance principles.

Lesson 3 • Data Integrity and Audit Trails

Explains duplicate detection, mandatory field enforcement, and change logs. Ensures records remain reliable for reporting and compliance.

Lesson 4 • Data Import and Export Tools

Demonstrates spreadsheet import, export templates, and data validation rules. Reduces manual entry errors during bulk data operations.

Lesson 1 • Accounts Receivable Operations

Teaches billing generation, receipt posting, and customer aging reports. Links customer master data to revenue tracking.

Lesson 2 • Financial Reporting and Closing

Demonstrates period-end closing steps, trial balance, and financial statements. Produces audit-ready outputs from transactional data.

Lesson 3 • Accounts Payable Operations

Covers invoice entry, payment scheduling, and vendor reconciliation. Connects supplier records from Chapter 2 to payment workflows.

Lesson 4 • Chart of Accounts Configuration

Builds the account structure, cost centres, and accounting groups. Provides the financial backbone for all transaction posting.

Lesson 1 • Warehouse Structure Setup

Defines warehouses, storage locations, and bin configurations. Establishes the physical layout that governs all stock transactions.

Lesson 2 • Stock Movement Transactions

Covers goods receipt, internal transfer, and stock adjustment entries. Builds on item master data to record accurate movements.

Lesson 3 • Replenishment and Min-Max Rules

Configures reorder points, safety stock, and automatic purchase suggestions. Prevents stockouts while minimising excess inventory.

Lesson 4 • Physical Inventory and Cycle Counts

Teaches count sheet generation, variance analysis, and adjustment approval. Maintains stock accuracy without halting operations.

Lesson 1 • Invoice Matching and Payment Release

Covers three-way match logic, invoice exception handling, and payment release to accounts payable. Closes the procurement cycle.

Lesson 2 • Purchase Requisition Process

Covers requisition creation, item selection, and approval routing. Relies on item master and supplier records established earlier.

Lesson 3 • Supplier Quotation and Selection

Teaches request-for-quotation creation, bid comparison, and supplier selection. Formalises vendor evaluation within the platform.

Lesson 4 • Goods Receipt and Inspection

Demonstrates receipt posting against PO, quality inspection flags, and partial delivery handling. Updates inventory in real time.

Lesson 1 • Sales Order Processing

Covers order entry, stock reservation, and credit check integration. Converts approved quotations into fulfilment-ready orders.

Lesson 2 • Sales Invoicing and Fiscal Documents

Demonstrates invoice generation, fiscal document rules, and electronic transmission. Ensures billing compliance with fiscal requirements.

Lesson 3 • Shipping and Delivery Management

Explains picking list generation, packing, and shipment confirmation. Connects warehouse operations to customer delivery commitments.

Lesson 4 • Sales Quotation and Pricing

Teaches quotation creation, price table application, and discount rules. Builds on customer master and product data from earlier chapters.

Lesson 1 • Benefits and Allowance Management

Covers benefit plan assignment, allowance rules, and eligibility criteria. Integrates benefit costs into total compensation reporting.

Lesson 2 • Time and Attendance Tracking

Teaches shift schedules, clock-in integration, and absence recording. Feeds accurate hours into payroll calculation.

Lesson 3 • Employee Master Record Setup

Covers personal data, job position, and contract type fields. Establishes the employee record that drives all HR and payroll processes.

Lesson 4 • Payroll Calculation and Events

Explains earnings, deductions, and payroll event configuration. Produces gross-to-net calculations for each pay period.

Lesson 1 • Standard Report Navigation

Covers built-in report catalogue, filter parameters, and output formats. Enables immediate use of pre-built reports across all modules.

Lesson 2 • Dashboard and KPI Configuration

Explains widget setup, KPI thresholds, and dashboard sharing. Delivers real-time performance visibility to management users.

Lesson 3 • Custom Report Builder

Teaches query designer, field selection, and grouping logic. Produces tailored reports not available in the standard catalogue.

Lesson 4 • Data Extraction and Integration

Covers API query basics, data export pipelines, and third-party BI tool connections. Extends Totvs data beyond the native interface.