Baseplan Training


Easing the learning curve and implementation process, Baseplan is thrilled to announce the launch of the online training courses for our Enterprise solution.

Complete with overview presentations, step-by-step videos, exercises, and self-assessments, Baseplan’s online learning courses are designed for learning basic and generic key functions, processes, and features for Baseplan Enterprise.

While Baseplan Software is being integrated with your business processes, your team members can be trained simultaneously so that once implementation is complete, your team is familiar with the system and ready for more advanced training. Additionally, these online courses are great for on-boarding new employees and basic training for remote branches.

Baseplan Enterprise Courses

Course Name Areas Covered
Navigation Understand the basics of navigating through Baseplan Enterprise software including short cuts, favourites and handy tips to save time.
Operations Basics Review basic, fundamental processes across several modules within Baseplan Enterprise. From new customers, rental contracts, purchase orders and service jobs, the Operations online course is a great introduction to a broad range of common processes.
Service This course focuses on processing service jobs, including parts issues, timesheets, and invoicing.
Rentals Become familiar with the Rentals module with an overview of the rental cycle for account customers, cash sales, and sub rental.
Financial Introduction to the Financial modules including an overview of the configuration of the general ledger and the integration of operational transactions into the general ledger.
Stock Review of stock management capabilities such as stock master record, purchase orders, parts supply, sales orders, and stock transfers.

New courses are being added regularly so check in with your Baseplan Account Manager for the latest offerings.

After the completion of each course, users will receive a certificate acknowledging they have finished all sections of the course, comprehend the functionalities, and possesses the skills necessary to use that aspect of Baseplan in real life scenarios.

Whether you’ve employed new staff or simply need a refresher in how to use the Baseplan ERP system more efficiently, Baseplan’s online learning courses will improve your knowledge of the system and ensure you maximise your return on investment.