# How to Navigate through Pastel Partner

Sage Pastel Partner provides a number of different ways to navigate through the software:

- The Explorer
- The System Navigator
- The Toolbar
- The Menu

This is explained in the video below and there are also screenshots with instructions below the video.

## Video

The following video uses the demo company to demonstrate the different methods of navigation.

## Screenshots

You can click on any screenshot below to see it in full screen. After you have viewed it please click on the BACK button in your browser to get back to this screen.

The Explorer view allows you to listings of Customers, Suppliers, General Ledger Accounts and Inventory Items in a table format.

In the screenshot below you can create a tax invoice for a customer by right clicking on that customer and selecting “Tax Invoice”.

The Navigator view is an alternative view which allows you to access commonly used functions.

Using our example of the Tax Invoice you would first click on the Customers Icon on the top and then click on the “Tax Invoice” button.

You can also access functions via the Menu.

To create a tax invoice you would select **PROCESS > CUSTOMERS** on the menu.

The Toolbar icons provide another way to easily access commonly used functions.

The screenshot below shows where you would access the Tax Invoice function using the Customers icon.

There is a setting (at a user level) to auto-invoke either the Explorer view or the Navigator view so that it always appears automatically when opening the Pastel program.

## Feedback

We would love to know what you thought of this lesson.

Did you find it easy to understand?

Please share it with your friends/colleagues by clicking on one of the icons below and also leave a comment for us in the comment box at the bottom of this page.

This lesson was easy to follow and understand; looking forward to more lessons.

Thank You!

Thank you Karabo

Wow thank you so much.

Seems interesting

Thank you. This is very easy to understand and follow

The video is great and explains everything clearly, thank you

Thanks Colette.

Thank you so much for this lesson very helpful and easy to understand. Makes pastel enjoyable.

Thank you for the feedback Blessing.

This was very helpful and easy to grasp.

Thank you for the feedback Octavia.

Awesome!

I enjoyed the lesson was easy to understand and grasp.

Explanation was easy to understand and grasp.

The system is very easy and user firendly. I enjoyed the lesseon and would like to learn more and the facilitator was excellent

Quite straight forward looks user friendly will give more feedback once I finish the course.

Hi I must say I was very pleased to find pastel is friendly user, I have worked on pastel, I would like know to learn more.. ?

It is indeed easy to understand and to use, Very informative.

Easy to understand and well presented thank you

Thank you for such an easy-to-follow instructions, looking forward to more learning.

Thank you for the feedback Precious.

We look forward to having you onboard.

Loved your easy to follow presentation on how to navigate through Pastel partner. I’ve NO complaint.

Thank you for the kind words Kelly.

Am truly inspired by the step by step explanation of your lessons. Thank you very much.

Thank you for the kind words Samson.

This was very good and easy, it is even my first time to attend but i understand the whole lesson. Thanks vey much instructor.

Thank you for the feedback Sarafina.

Easy to understand and follow it. Thanks a lot

Thank you Sizwe

Thank you, well elaborative.

Thank you for the feedback Shingirayi.

Thank U this was very helpful.

Easy and understandable. Excellent instructions. Thank you.

It was easy to understand, I liked watching the video.

thank you for giving me this opportunity the lessons are so clear and easy to follow at 65 I’m

so exited to learn what i should have been doing my whole life thank you

God bless

Manny

Thank you for the kind words Manny

This was very helpful well explained and is understandable

This is very well presented and very helpfull

Excellent…

Thank you so much. It was really helpful

The lesson was easy to understand. Misheck

Well presented &easy to follow

Thank you Kelebogile.

Well presented Thank you

Well presented…Thank you

I am really enjoying these lessons and I am still busy going through each and every phase. Thank you so mucn

Thank you. The lesson was well presented.

Thank yo Gail.

The videos is very helpful and easy to understand

Wonderful I am now beginning to understand the workings of Pastel. Thank you, this was very helpful.

Thank you the video was awesome and I understandable so easy to follow

Thanks Maria

I did my first free lesson and i loved it ,easy to follow up on video and understandable.

definitely will consider doing the whole course.

GOOD JOB!

Excellent! This will prevent me from bugging Support!

Just went through the first lesson, I enjoyed it.

Very clear instructions and easy to follow.

This lesson was very helpful.

Thanks

I found the first lesson to be very helpful and easy to understand. I’m looking forward to the next lesson.

It was clear and easy to understand and very helpful indeed .thanks

Part 1 excellent job, very easy to understand

Thank you Trevor.

This was very informative and helpful.

Thank you

Thank you for the feedback Rushana

Great lesson, very clear and informative…thumbs up

Very user friendly and easy to understand. Video very helpful.

Thank you for the feedback Leanne.

THIS WAS VERY HELPFUL INDEED AND EASY TO UNDERSTAND .

It’s really simple and easy to understand

Thanks Hazel

That was very helpful.

very well explained into detail.

cant wait for the next lesson.

Thank you for the feedback Mischke.

Very informative… and audio was perfect. Thank you.

Thank you Sebastian.

thank you ..The lesson was understandable, actually it makes one feel like pastel is so easy . cant wait to learn more

Thank you Dimakatso.

Thank you. This is my first introduction to Pastel. It’s always been an enigma and I always thought it was some sort of rocket science, but it’s not. I like that it’s Window’s based; makes it very easy to learn. And thanks, you have a good presentation voice and a good way of explaining, so, thanks again.

Thank you for the feedback M. Hassan

understandable and more simpler with vidoes

Yes it is Vuyelwa.

Very helpful.

Can’t wait for the next lesson

It was very helpful.

Helpfull Videos. please help on how I add my banking details to a customer invoice??

Hi Patience

This is done with the Form Designer. It is an advanced feature that is covered in the Practitioner course (or Advanced course).

Kind regards

Zunaid

Clear and to the mark

Simple Steps to Understand

good day , how can i create sub accounts in general ledger

Hi Abner

You simply create another GL account with the same account number as the main account and it will then give you the option to create the sub-account.

We have video training on this in our full course.

Please check the details here:

https://www.talentstream.co.za/sage-pastel-training-courses/

Kind regards

Zunaid

The lessons i viewed were very informative as well easy to understand.

Thank you Vanesha.

Very helpful indeed Zunaid, thank you so much.

Thank you Sine.

so helpful thank u much,

You’re welcome Sam.

Wow thank you so much, that so easy to learn .

Refreshed my basic Pastel knowledge i had from doing Computerised Bookkeeping, Than you sooo much

You’re welcome.

Simple, interesting and straightforward.

Thanks Micah.

Super simple and understandable. Looking forward to learning more !

Thanks Michelle.

Outstanding!I was getting desperate until I saw your website.

Great stuff Johann. Make sure you download the course outline and sign up for some more free sample lessons here:

https://www.talentstream.co.za/sage-pastel-training-courses/

Super easy to follow AWESOME

Thank you Zerilda.

Very easy to follow.

Many thanks

Easy to follow.

easy to understand

Thank you Cas.

It was very clear thank you. Loking forwad to my next lesson.

Very easy to understand, Thank you.

Simple and clear

Thanks Ben.

VERY CLEAR!!!

Very simple…Thank you!!

You’re welcome.

thank you very understandable

Very easy to understand,thanks

I love the simplicity, easy to understand. Thank you

I enjoyed the lesson a lot.

It is clear and easy to understand.

I really appreciate the lesson you gave it was helpfull

Thank you for the feedback Annah.

thanks, i was battling to know how to use pastel but now i have a better knowledge.

thank you once again

good day Khan just want to find out how the exams or tests are done and where and when

All the tests are done fully online.

You can take them from anywhere as long as you have an internet connection.

it was easy. i would like to learn more

Hi Chrystal

Please see the different courses (including distance and online learning) which you can do here:

https://www.talentstream.co.za/sage-pastel-training-courses/

Kind regards

Zunaid

Very helpfull

Thank you Landé

Understandable

Great lesson, looking forward to more

Thank you Nuwairah. Happy to hear you’re finding them useful.

Very easy to understand, thank you.

You’re welcome Herms.

So far very easy. Thanks

Thank you Estelle.

That was a breeze thank you!

Thanks Cheryl.

thank you, it’s easy and Clear

Thank you for the feedback.

That is easy to understand

Thanks for the feedback Yolandi.

It was easy

Extremely easy. Wow!!!

Thank you Zama.

Great little starter lesson.

Nice calm voice and very easy to understand what he was saying.

Look forward to doing a course soon

Thank you for the kind words Kelly. We look forward to having you onboard.

easy to understand

Thank you Mabel.

Easy to follow and understand

Happy to hear that Charlene.

Really easy to understand. Very logical explanation.

Thank you Pierre.

I found the first lesson easy to understand, and would like to learn more.

Hi Antoinette

Please see further details on the different Pastel courses on this page:

http://www.talentstream.co.za/training/sage-pastel-partner-courses/

Kind regards

Zunaid

I really like it and want to learn more

Hi Lerato

Please see the available courses on the following page:

http://www.talentstream.co.za/training/sage-pastel-partner-courses/

You can start with either the Intermediate course or the Practitioner course if you haven’t studied Pastel before.

Please make sure to download the course outlines so you can see what is covered.

Kind regards

Zunaid

Yes it is EASY!

Thanks Raymond.

Easier than I expected

Yes, Marlene. It’s actually quite easy to learn.

I found it easy to grasp.

The gentleman speaks clearly and explains things thoroughly.

Thank you Jacqui.

Easy and helpful as im completing a test in 30 minutes at a job interview.

Thanks again.

Thanks Samantha. Hope it went well.

Very easy how can I register for onlime course

Hi Madelyn

The registration process is fully online.

You can register here:

http://www.talentstream.co.za/training/register-sage/

But before you do so – please download the course outlines from the following page:

http://www.talentstream.co.za/training/sage-pastel-partner-courses/

There are 2 courses you can choose between:

Sage Pastel Partner Intermediate (covering the Beginner and Intermediate levels)

Sage Pastel Partner Practitioner (covering the Beginner, Intermediate and Advanced levels).

Kind regards

Zunaid

It was so easy.

Thanks for the feedback Memory.

Wow that was easy I thought it’s gonna be difficult such a great video thanks

That was even easy for Me

Thanks for the feedback Hassan.

good course

Thank you Abel.

Easy and understandable. Thanks.

Thanks Riekie.

WOW this is so easy

Thanks Wendy

Was awesome

Thanks Julian.

This was very helpful.

Thanks