> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica_select_training.md).

# Training Agenda Overview

Bevica training agendas are structured learning guides designed to help new users quickly understand how Bevica works and how to use it confidently in day‑to‑day operations. They break the system down into clear, manageable topics and provide a logical path from basic understanding to practical application.

This comprehensive training curriculum is designed to equip your team with the knowledge and skills needed to effectively use Bevica Select across all business functions...

## Cheat Sheet...

* **What should I complete first?** Follow the session order so you don’t miss prerequisites and core concepts. Use this page, then complete [Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md), and keep [FAQ - User Interface](/bevica-select/faqs/faq-user-interface.md) bookmarked for day-to-day UI help.
* **Where do I see the full learning path and session order?** The agenda, here below, is your single source of truth for session sequence, prerequisites, and what to do next.
* **How do I know what “good” looks like after a module?** Outcomes pages list the tasks you should be able to complete in Bevica after training. Start at [Bevica Select Outcomes](/bevica-select/bevica-select-outcomes.md) and open the outcome page for your module.

## Training Structure

Our training programme is organised into focused modules, core and optional, each with defined learning outcomes to ensure your team gains practical, applicable skills.

## Training Outcomes <a href="#training-outcomes" id="training-outcomes"></a>

Each major training module includes a dedicated "Training Outcomes" document that outlines:

* Key learning objectives
* Skills you'll acquire
* Practical exercises and scenarios
* Assessment criteria

These outcome guides help both trainers and learners track progress and ensure comprehensive understanding of each business area.

## Getting Started <a href="#getting-started" id="getting-started"></a>

{% stepper %}
{% step %}

### **Introduction to Business Central**

Foundation training for new users covering navigation, basic concepts, and the user interface.

[Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md) (Est. 2.5hr)
{% endstep %}

{% step %}

### **Moving from On-premise to SaaS (if applicable)**

If you are moving from the on premise version of Bevica, [Moving from On-premise to SaaS](/bevica-select/bevica_select_training/bevica_select_training_-_moving_from_on_premise_to_saas.md) highlights the features which are new or that have been improved. Whilst many of the principles and functionality in Bevica SaaS will be familiar to you, we would still recommend that you follow the Bevica training modules to make sure you have not missed anything.
{% endstep %}
{% endstepper %}

## Finance <a href="#financial-management" id="financial-management"></a>

{% stepper %}
{% step %}

### **Session 1 General Ledger Part 1 (Est. 2hr)**

Prior to the training all Users are expected to have completed the following guides.

* [Finance Overview](/bevica-select/bevica_select_training/bevica_select_finance_overview.md) (Est. 1hr)
* [General Ledger Part 1](/bevica-select/bevica_select_training/bevica_select_training_-_general_ledger_part_1.md) (Est. 8hr)

<details>

<summary><strong>Agenda</strong></summary>

* Chart of Accounts
* Dimensions
* Journals
* Currencies
* VAT
* Posting Groups
  * Inventory Posting Setup
  * General Posting Setup
* Additional Charges
* Inventory Postings
* Data Migration

</details>
{% endstep %}

{% step %}

### **Session 2 Sales & Purchase Ledger (Est. 2.5hr)**

Prior to the training all Users are expected to have completed the following guides.

* [Purchase Ledger](/bevica-select/bevica_select_training/bevica_select_training_-_purchase_ledger.md) (Est. 4hr)
* [Sales Ledger](/bevica-select/bevica_select_training/bevica_select_training_-_sales_ledger.md) (Est. 4hr)

<details>

<summary><strong>Agenda</strong></summary>

* Any queries from the previous sessions.
* Purchase Ledger
  * Creating Vendors
  * Purchase Invoicing
  * VAT differences on Purchase Invoices
  * Finance only Purchase Invoices and Credits
  * Managing Vendor accounts
  * Vendor payments
  * Prepayment invoices
  * Reporting
  * Data Migration
* Sales Ledger
  * Creating Customers
  * Sales Invoicing
  * Finance only Sales Invoices and Credits
  * Emailing Documents
  * Credit Control
  * Customer Payments
  * Prepayment invoices
  * Reporting
  * Data Migration

</details>
{% endstep %}

{% step %}

### Session 3 Cash & General Ledger 2 (Est. 2hr)

Prior to the training all Users are expected to have completed the following guides.

* [Cash Management](/bevica-select/bevica_select_training/bevica_select_training_-_cash_management.md) (Est. 2hr)
* [General Ledger Part 2](/bevica-select/bevica_select_training/bevica_select_training_-_general_ledger_part_2.md) (Est. 5hr)

<details>

<summary><strong>Agenda</strong></summary>

* Any queries from the online training or previous session.
* Cash Management
  * Creating bank accounts
  * Bank entries and transfers
  * Bank reconciliations
  * Data Migration
* General Ledger Part 2
  * Accounting periods / Year End
  * GL Budgets
  * Account Schedules / Reporting

</details>
{% endstep %}
{% endstepper %}

## Operations

{% stepper %}
{% step %}

### **Session 1: Inventory & Purchasing (Est. 2hr)**

Prior to the training all Users are expected to have completed the following guides.

* [Inventory](/bevica-select/bevica_select_training/inventory.md) (Est. 4hr)
* [Purchase Order Processing](/bevica-select/bevica_select_training/purchase-order-processing.md) (Est. 3hr)
* [Simplified Purchase Order process diagram](/documentation/guides/purchasing/simplified_purchase_order_process_diagram.md) (Est. 10mins)

<details>

<summary>Agenda</summary>

* Item & Inventory
  * Item Master Data
    * Details / Attributes
    * Dimensions
    * Master Notifications, Comments & Notes
    * Units of Measure
    * User Defined Fields
  * Duty Management
  * Stock Allocation
  * Locations
  * Rotation Numbers
  * Adjusting Inventory
    * Item Journals
    * Physical Inventory Journal
    * Reclassification Journal
    * Revaluation Journal
    * Item Charge Revaluation Journal (used with Distribution Cost Management)
  * Reporting and Checks
    * Item Availability Overview
    * Customer/Item Sales Analysis
    * Moving Annual Totals
    * Check Inventory Margins
  * Distribution Cost Management
  * Data Migration
* Purchasing
  * Vendor
    * Order Address
    * Card Details
    * Contacts
    * Pricing & Discounts
    * Dimensions
    * Master Notifications, Comments & Notes
    * Item MAT Sales Analysis
  * Purchase Orders
    * Duty Status
    * Dates, References & tracking
    * Purchase Order confirmation report
    * Adding item lines
    * Free of Charge stock
    * Additional charges
  * Receipting
    * Posted Purchase Receipt
    * Item Ledger Entry & Value Entry
    * Vendor Ledger Entry
  * Notes, Comments and Attachments
  * Monitoring Open Purchase Activity
  * Prepayments
  * Purchase Prices and Discounts
  * Data Migration

</details>
{% endstep %}

{% step %}

### **Session 2: Sales (Est. 2hr)**

Prior to the training all Users are expected to have completed the following guides.

* [Sales Order Processing](/bevica-select/bevica_select_training/bevica_select_training_-_sales_order_processing.md) (Est. 3hr)
* [Simplified Sales Order process diagram](/documentation/guides/sales/simplified_sales_order_process_diagram.md) (Est. 10mins)

<details>

<summary>Agenda</summary>

* Any queries from the previous sessions.
* Customer
  * Bill-to / Sell-to hierarchy
  * Ship-to Address
  * Contacts
  * Card Details
  * Dimensions
  * Pricing & Discounts
  * Master Notifications, Comments & Notes
  * Sales Analysis (Item MAT, Customer/Item Statistics)
  * Unpaid Reserves
* Sales Orders
  * Customer, delivery point & Duty Status
  * Dates, References & tracking
  * Adding lines: item, general ledger, resources
  * Sales Line Worksheet
  * Reservations
  * Unpaid Reserves
  * Credit Control
  * Order Comments / Notes
  * Free of charge Stock / Samples
  * Additional charges
* Shipping & Invoicing
  * Posted Sales Shipment / Posted Sales Invoice
  * Item Ledger Entry & Value Entry
  * Customer Ledger Entry
* Data Migration

</details>
{% endstep %}

{% step %}

### Session 3: Returns & Transfers (Est. 1hr)

Prior to the training all Users are expected to have completed the following guides. Not all sections may be applicable.

* [Working with Sales Return Orders](/documentation/guides/sales/working_with_sales_orders-2.md) (Est. 1hr)
* [Working with Purchase Return Orders](/documentation/guides/purchasing/working_with_purchase_orders-2.md) (Est. 1hr)
* [Working with Transfer Orders](/documentation/guides/warehousing-and-logistics/transfer_order_comments_and_notes.md) (Est. 30mins)

<details>

<summary>Agenda</summary>

* Any queries from the training or previous sessions.
* Sales Return Orders
* Purchase Return Orders
* Transfer Orders

</details>

<details>

<summary>Fine Wine/Private Reserves - optional (Est. 1hr)</summary>

**This will be included in the Operations 3 training session if you have opted for the Fine Wine module.**

Prior to the training all Users are expected to have completed the following guides. Not all sections may be applicable.

* [Fine Wine / Paid Reserves](/bevica-select/bevica_select_training/bevica_select_training_-_fine_winepaid_reserves.md) (Est. 3hr)

Agenda

* Setup
* Paid Reserve record
* Selling into Reserves / En Primeur
* Withdrawing Reserves
* Crediting / Adjusting Reserves
* Allocations and Options

</details>
{% endstep %}
{% endstepper %}

## Data Migration and Administration

{% stepper %}
{% step %}

### Session 1: Data Migration and Configuration (Est. 2hr)

Prior to the training all Users are expected to have completed the following guides.

* [Configuration Worksheet](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#configuration-worksheet) (Est. 1hr)
* [Excel Template Data Migration](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration) (Est. 1hr)

<details>

<summary>Agenda</summary>

* Configuration Worksheet
  * How the worksheet is used
  * Go through the worksheet populating Production with data where possible
* Configuration Packages
  * Understanding how they are used
  * A look at static data templates
  * A look at open balances templates

</details>
{% endstep %}

{% step %}

### Session 2: Administration (Est. 1hr)

Prior to the training all Users are expected to have completed the following guides.

* [Setup & Administration](/bevica-select/bevica_select_training/bevica_select_training_-_administration.md) (Est. 2hr)

<details>

<summary>Agenda</summary>

* Environment Structure
* New users
* User permissions
* Bevica setup
* Change log
* Field monitoring
* Emailing documents
* Number series
* Reporting recap

</details>
{% endstep %}
{% endstepper %}

## Optional training sessions <a href="#optional-training-sessions" id="optional-training-sessions"></a>

{% stepper %}
{% step %}

### Fixed Assets (Est. 1.5hr)

**This session will be run if you have purchased the additional Fixed Assets module.**

Prior to the training all Users are expected to have completed the following guides.

* [Fixed Assets](/bevica-select/bevica_select_training/bevica_select_training_-_fixed_assets.md) (Est. 5.5-7.5hr)

<details>

<summary>Agenda</summary>

* Setting up Fixed Assets
* Creating Fixed Assets
* Managing Fixed Asset transactions
* Fixed Asset maintenance and insurance

</details>
{% endstep %}

{% step %}

### Warehouse Integration (Est. 1hr)

**This session will be run if you are using warehouse integration.**

Prior to the training all Users are expected to have completed the following guides. Not all sections may be applicable.

* [Warehouse Integration](/bevica-select/bevica_select_training/bevica_select_training_-_warehouse_integration.md) (Est. 2hr)

<details>

<summary>Agenda</summary>

* Outbound document integration
* Outbound request formats

</details>
{% endstep %}

{% step %}

### Assembly Management (Est. 1.5hr) <a href="#assembly-management" id="assembly-management"></a>

**This session will be run if you are using warehouse integration.**

Prior to the training all Users are expected to have completed the following guides. Not all sections may be applicable.

* [Assembly Management](/bevica-select/bevica_select_training/bevica_select_training_-_assembly_management.md) (Est. 3hr)

<details>

<summary>Agenda</summary>

* Items
* Assembly orders
* Posted assembly orders impact: quantities / costs

</details>
{% endstep %}
{% endstepper %}


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