Training and Onboarding

Help every team adopt ERP with confidence

Datacore ERP training gives owners, managers, finance, HR, sales, stores, field teams, and partners the guidance they need to use the platform in daily work.

Training is complimentary for Datacore ERP clients as part of onboarding. Non-client training, implementation consultation, and custom workflow design can be provided as separately scoped services. We also run free public webinars from time to time across all major modules.

Plan Training Talk to Support
ERP onboarding plan Role-based sessions for every department
Live Ready
Rollout confidence76%
Finance and approvalsVAT, invoices, payments, reports
Core
Projects and field teamsTasks, updates, cost tracking
Ops
CRM and campaignsLeads, WhatsApp templates, follow-up
Growth
Admin setup Practice Go-live
Training Areas

Designed around real users, not generic software lessons

Every team learns the parts of Datacore ERP that matter to their role, reducing confusion and improving adoption.

Finance Users

Invoices, payments, VAT data, reconciliation, approvals, and management reporting.

Project Teams

Tasks, progress, cost tracking, daily updates, running bills, and project dashboards.

Sales and CRM

Leads, proposals, pipeline stages, communication history, and follow-up discipline.

HR and Payroll

Employee records, attendance, leave, payroll inputs, and role-based access.

Stores and Procurement

Purchase requests, supplier flow, inventory movement, and stock reporting.

Owners and Managers

Dashboards, exceptions, approvals, cash flow, profitability, and team accountability.

Training Centers

Student lifecycle, batches, fee tracking, trainer allocation, attendance, and coaching business reports.

Custom Workflow Users

Training for custom screens, forms, dashboards, portals, and automations built around your business process.

Partners and Admins

Implementation consulting, configuration ownership, master data readiness, and rollout governance.

Rollout Path

From onboarding to mastery

Training works best when it follows implementation. We help users learn with realistic examples and the processes they will actually run.

1
EnrollSchedule sessions based on team roles, modules, and go-live scope.
2
LearnAttend live sessions over Zoom or request recorded walkthroughs for self-paced learning.
3
PracticeUse your own data and workflows so training mirrors daily operations.
4
Go liveLaunch with guided support, issue review, and practical improvement guidance.
Advisory Services

Implementation consultation and workflow design

Beyond user training, Datacore helps businesses plan ERP rollout, map departments, and design workflows that match day-to-day operations.

Consulting

ERP Implementation Consultation

Define implementation scope, rollout priorities, module sequencing, data preparation, and user responsibilities before go-live.

  • Implementation planning and rollout roadmap
  • Module prioritization based on business needs
  • Data readiness and migration planning
  • Role mapping, approvals, and governance setup
Process Design

Workflow Design

Design practical workflows for sales, HR, accounting, procurement, project delivery, documents, and internal task management.

  • Business process mapping by department
  • Approval chains and automation logic
  • Standard forms, statuses, and handoff rules
  • Workflow optimization for reporting and control
Industry Solution

ERP for training centers, tuition centers, and coaching businesses

This is a specialized software solution, not just a training topic. It supports class-based and coaching-led operations where hourly charges, schedules, trainers, and recurring fees need accurate control.

Ask About This Solution
Hourly and session billingTrack hourly charges, trainer/session billing, invoices, and payment follow-up.
Batch and class schedulingPlan coaching sessions, student batches, trainer allocation, attendance, and calendars.
Communication and reportsSend reminders, manage parent or student communication, and view performance reports.
Training Catalogue

Module-by-module training

Each training covers setup, daily workflows, reports, and best practices specific to that module.

Communication

Meta Template Management

Create, manage, and send approved WhatsApp message templates with variables, media templates, CRM triggers, and broadcast workflows.

Finance

Accounting Training

Chart of accounts, journals, receivables, payables, VAT reports, cash flow, financial statements, and reconciliation workflows.

People Ops

HR Training

Employee records, contracts, documents, leave, attendance, payroll inputs, reviews, and offboarding workflows.

Operations

Project Management Training

Project setup, milestones, manpower planning, running updates, budgeting, cost control, and progress dashboards.

Estimation

BOM and Estimation Training

Bills of materials, phase-wise costing, quotations, estimated versus actual cost checks, and project profitability review.

Productivity

Task Management Training

Tasks, subtasks, priorities, deadlines, owners, notifications, escalation, completion reporting, and team visibility.

Documents

Document Management Training

Document upload, tagging, version control, access permissions, expiry alerts, and linking documents to records.

Teams

Team Management Training

Departments, hierarchy, user roles, permissions, workload visibility, internal collaboration, and management oversight.

Integration

Zoom Integration Training

Connect Zoom, schedule meetings from CRM or projects, sync calendar details, and save notes or recording links.

Payments

Stripe Integration Training

Payment links, invoice collections, webhook events, payment status updates, and reconciliation with accounting records.

CRM

Lead Management Training

Lead capture, qualification, assignment, pipeline stages, follow-up tasks, automation, and conversion reporting.

Partner Program

Channel Partner and Reseller Onboarding

Platform walkthrough, client demos, deal registration, account provisioning, pricing tiers, support paths, and agreement terms.

Partner Program

Channel partner and reseller onboarding

Datacore ERP can onboard authorized partners across the GCC and wider MENA region with platform training, demo readiness, deal registration, client account provisioning, support paths, and agreement terms.

  • Written partnership agreement and onboarding checklist
  • Competitive margin structure and co-marketing guidance
  • Deal registration, protection, and support escalation process
Apply to Partner Programme
Open Webinar

Free webinar training for all modules

From time to time, we host free webinars for clients, prospects, partners, and the public. These sessions give a complete overview of Datacore ERP modules before formal training begins.

  • Announced through Datacore social profiles
  • Covers major ERP modules and rollout questions
  • Useful before choosing modules or booking a guided demo
Ask About Next Webinar
Enable Your Team

Plan a training journey for your ERP rollout

Tell us your modules, team size, and rollout plan. We will recommend the right training approach for your users, admins, managers, or partner team.

Contact Team

Live training, onboarding, and implementation are optional professional services. We quote their scope, price, and schedule before booking. Product issue support, User Guides, and AI-assisted help are available with the subscription where enabled.