The table below sets out a suggested itinerary to familiarise you with the Match-IT software.

Step 1

Read the Installation Guide and install Match-IT.

This will place an icon on your desktop to start Match-IT.

Step 2

Read the Concepts Guide and the User Guide

The concepts guide is a useful background for your system administrator. The user guide is essential reading for all users.

Step 3

Run Match-IT

When Match-IT is run for the first time, it asks you if you want to load sample data. Initially, select No. When the welcome wizard is complete, go to the File menu, select Use Training Data and check Make it empty in the form you see.

Step 4

Load sample data

When the training system starts, it asks you again if you want to load sample data. Select Yes this time. This will prepare the sample data required to do the Quick Tour.

Step 5

Do the Quick Tour

This document is a step-by-step guide through a simple procedure; that of taking a sales order. This illustrates how the planning system works and how the diary works. When you’re done, switch back to the live system via File | Use Live Data.

Step 6

Follow the on-line Tutorial

This is available from the Help menu within Match-IT. The tutorial consists of the main procedures involved in taking an enquiry for a new job from a new customer, and following it right through to invoicing. This will introduce you to most of the day-to-day procedures you'll need.

Step 7

Start working through the Training Workbook

This is also covered as part of the training programme. The workbook provides a step-by-step sequence, starting from an empty system, to using the basics of Match-IT.

Step 8

Check the website for product news

The Match-IT website is continually updated with both product and technical news. Just logon to www.make247.co.uk and explore.