WorkCrest Training
Task-first guides for everyone who uses WorkCrest. Start with Getting Started, then open the guide for your role. Every page prints cleanly to PDF.
Start here
Watch on YouTubeVideo walkthroughs on our channel
New user guideYour first day in detail: terms, navigation and a full walkthrough
Getting StartedSign in, dashboard, approvals, lists, document conventions — for all users
Guides by role
SalesQuotations, orders, challans, invoices, returns
ProcurementPOs, blanket agreements, GRN, approved suppliers
Plant & Shop FloorJob orders, operations, material, stock
AccountsBills, payments, invoices, receipts, ledger
HR & EmployeesLeave and reimbursements
QualityInspections, NCR, CAPA
AdminSetup, access, approval rules, settings
Master data setupCompany, warehouses, units, resources and the other one-time setup screens
Reports guideWhich report answers which question
Parts, customers, suppliers, employeesThe core masters, field by field
BOM and routingWhat a job order needs before it can be created
Pricing enginePrice lists, formulas, indices and revisions
Inventory planningReorder, min/max, supply and demand, stock counts
Accounting setupChart of accounts, control accounts, ledger and trial balance
End-to-end processes
Procure to PayPO → receipt → bill → payment
Order to CashQuote → order → dispatch → invoice → receipt
Shop FloorJob release to finished goods
ApprovalsRules, bands, steps and the inbox
Month-endClose checklist and reconciliations