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”.

Pastel Explorer View

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.

Pastel System Navigator View

You can also access functions via the Menu.
To create a tax invoice you would select PROCESS > CUSTOMERS on the menu.

Pastel Menu Option Process Customers

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.

Pastel ToolBar 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.

User Setting Auto-Invoke

Feedback

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

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179 Comments

  1. This lesson was easy to follow and understand; looking forward to more lessons.
    Thank You!

    1. Zunaid Khan says:

      Thank you Karabo

    2. Wow thank you so much.

  2. Sinovuyo Khwaza says:

    Seems interesting

  3. Thank you. This is very easy to understand and follow

  4. The video is great and explains everything clearly, thank you

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

    1. Zunaid Khan says:

      Thank you for the feedback Blessing.

  6. This was very helpful and easy to grasp.

    1. Zunaid Khan says:

      Thank you for the feedback Octavia.

  7. Monique Manuel says:

    I enjoyed the lesson was easy to understand and grasp.

  8. Explanation was easy to understand and grasp.

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

  10. Evert Maree says:

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

  11. 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.. ?

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

  13. Beauty Matemera says:

    Easy to understand and well presented thank you

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

    1. Zunaid Khan says:

      Thank you for the feedback Precious.

      We look forward to having you onboard.

  15. Kelly Imasiku says:

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

    1. Zunaid Khan says:

      Thank you for the kind words Kelly.

  16. SAMSON CHALWE says:

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

    1. Zunaid Khan says:

      Thank you for the kind words Samson.

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

    1. Zunaid Khan says:

      Thank you for the feedback Sarafina.

  18. Sizwe Mhlanga says:

    Easy to understand and follow it. Thanks a lot

  19. Shingirayi Mazingaizo says:

    Thank you, well elaborative.

    1. Zunaid Khan says:

      Thank you for the feedback Shingirayi.

  20. Thank U this was very helpful.

  21. Easy and understandable. Excellent instructions. Thank you.

  22. Vuyiswa Sityata says:

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

  23. 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

    1. Zunaid Khan says:

      Thank you for the kind words Manny

  24. This was very helpful well explained and is understandable

  25. Esmeralda Mouton says:

    This is very well presented and very helpfull

  26. Thank you so much. It was really helpful

  27. Misheck Ngoma says:

    The lesson was easy to understand. Misheck

  28. kelebogile says:

    Well presented &easy to follow

    1. Zunaid Khan says:

      Thank you Kelebogile.

  29. Bianke Snyman says:

    Well presented Thank you

  30. Well presented…Thank you

  31. Sibongile says:

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

  32. Gail Mary Liss says:

    Thank you. The lesson was well presented.

  33. The videos is very helpful and easy to understand

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

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

  36. 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!

  37. Angela McClelland says:

    Excellent! This will prevent me from bugging Support!

  38. Zandile Ntshobane says:

    Just went through the first lesson, I enjoyed it.

  39. Very clear instructions and easy to follow.

  40. Noxolo Mbhele says:

    This lesson was very helpful.
    Thanks

  41. Angelique du Toit says:

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

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

    1. Part 1 excellent job, very easy to understand

      1. Zunaid Khan says:

        Thank you Trevor.

  43. Rushana Levy says:

    This was very informative and helpful.
    Thank you

    1. Zunaid Khan says:

      Thank you for the feedback Rushana

  44. Tafadzwa Makanda says:

    Great lesson, very clear and informative…thumbs up

  45. Leanne Povey says:

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

    1. Zunaid Khan says:

      Thank you for the feedback Leanne.

    2. THIS WAS VERY HELPFUL INDEED AND EASY TO UNDERSTAND .

  46. It’s really simple and easy to understand

  47. That was very helpful.
    very well explained into detail.

    cant wait for the next lesson.

    1. Zunaid Khan says:

      Thank you for the feedback Mischke.

  48. Sebastian says:

    Very informative… and audio was perfect. Thank you.

    1. Zunaid Khan says:

      Thank you Sebastian.

  49. dimakatso tshangezito says:

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

    1. Zunaid Khan says:

      Thank you Dimakatso.

  50. M. Hassan says:

    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.

    1. Zunaid Khan says:

      Thank you for the feedback M. Hassan

  51. vuyelwa mohoje says:

    understandable and more simpler with vidoes

    1. Zunaid Khan says:

      Yes it is Vuyelwa.

  52. Very helpful.
    Can’t wait for the next lesson

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

    1. Zunaid Khan says:

      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

    2. Jan du Plessis says:

      Clear and to the mark

  54. Simple Steps to Understand

  55. abner amutenya says:

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

    1. Zunaid Khan says:

      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

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

    1. Zunaid Khan says:

      Thank you Vanesha.

  57. Very helpful indeed Zunaid, thank you so much.

  58. Sam Mugariri says:

    so helpful thank u much,

    1. Zunaid Khan says:

      You’re welcome Sam.

      1. 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

        1. Zunaid Khan says:

          You’re welcome.

  59. Micah Nwachukwu says:

    Simple, interesting and straightforward.

  60. Super simple and understandable. Looking forward to learning more !

    1. Zunaid Khan says:

      Thanks Michelle.

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

  62. Super easy to follow AWESOME

    1. Zunaid Khan says:

      Thank you Zerilda.

  63. Carol Hill says:

    Very easy to follow.

    Many thanks

  64. Cas Labuschagne says:

    easy to understand

  65. Nontlantla Mpepeto says:

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

  66. Maritza Jacobs says:

    Very easy to understand, Thank you.

  67. Very simple…Thank you!!

    1. Zunaid Khan says:

      You’re welcome.

  68. thank you very understandable

  69. Nhlaloenhle Moyo says:

    Very easy to understand,thanks

  70. I love the simplicity, easy to understand. Thank you

  71. Zurett Erasmus says:

    I enjoyed the lesson a lot.
    It is clear and easy to understand.

  72. I really appreciate the lesson you gave it was helpfull

    1. Zunaid Khan says:

      Thank you for the feedback Annah.

  73. thanks, i was battling to know how to use pastel but now i have a better knowledge.
    thank you once again

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

    1. Zunaid Khan says:

      All the tests are done fully online.

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

  75. it was easy. i would like to learn more

    1. Zunaid Khan says:

      Thank you Landé

  76. Great lesson, looking forward to more

    1. Zunaid Khan says:

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

  77. Very easy to understand, thank you.

    1. Zunaid Khan says:

      You’re welcome Herms.

  78. So far very easy. Thanks

    1. Zunaid Khan says:

      Thank you Estelle.

  79. Cheryl Classen says:

    That was a breeze thank you!

  80. thank you, it’s easy and Clear

    1. Zunaid Khan says:

      Thank you for the feedback.

  81. That is easy to understand

    1. Zunaid Khan says:

      Thanks for the feedback Yolandi.

  82. Tshegofatso Kgakatsi says:

    It was easy

  83. kelly Mansfield says:

    Great little starter lesson.

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

    Look forward to doing a course soon

    1. Zunaid Khan says:

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

      1. Zunaid Khan says:

        Thank you Mabel.

  84. Easy to follow and understand

    1. Zunaid Khan says:

      Happy to hear that Charlene.

  85. Pierré Smit says:

    Really easy to understand. Very logical explanation.

    1. Zunaid Khan says:

      Thank you Pierre.

  86. Antoinette says:

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

  87. Lerato Mopeli says:

    I really like it and want to learn more

    1. Zunaid Khan says:

      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

  88. Marlene Hooper says:

    Easier than I expected

    1. Zunaid Khan says:

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

  89. I found it easy to grasp.
    The gentleman speaks clearly and explains things thoroughly.

    1. Zunaid Khan says:

      Thank you Jacqui.

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

    Thanks again.

    1. Zunaid Khan says:

      Thanks Samantha. Hope it went well.

      1. Very easy how can I register for onlime course

        1. Zunaid Khan says:

          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

    1. Zunaid Khan says:

      Thanks for the feedback Memory.

  91. Thuli Nkala says:

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

  92. Hassan Ismail says:

    That was even easy for Me

    1. Zunaid Khan says:

      Thanks for the feedback Hassan.

  93. Easy and understandable. Thanks.

      1. This was very helpful.
        Thanks

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