The Purpose of the “Add DEMO User” Option Available During the Sage Pro ERP Installation

Questions and Answers

Q: This article will explain the purpose of the “Add DEMO User” option seen during the Sage Pro ERP installation.

A: The DEMO user is a special type of “Administrator” user for Sage Pro ERP installations. This user type was created to be used for Sage Pro demonstrations. The DEMO user has several pre-installed options useful for demonstrating some of the features of Sage Pro that would normally take time to set up manually. The features that are demonstrated when logging in as a DEMO users include:

 

  1. Display Favorites (Shortcuts) for the following menu items:
    • Customer Maintenance
    • National Accounts
    • Item Maintenance
    • Custom Forms
    • BOM Maintenance
    • Terms Maintenance
    • Sales Orders
    • Purchase Orders
    • Enter Invoices
    • Inter Company
    • Bank Rec
    • Import Wizard
    • Forecast Wizard
    • Ship Wizard
    • Invoice Wizard
  2. Examples of convenient Datadrills:
    • Accounts Payable – Invoices
    • Accounts Payable – Open Invoices
    • Accounts Receivable – Open Invoices
    • Checking Account Balances
    • Open Sales Orders – Detail
    • Open Sales Orders – Summary
    • Open Purchase Orders – Detail
    • Open Purchase Orders – Summary
    • Open Shipments – Summary

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