Velobiotics Knowledge Base

Training Plans Available

Priority	Role	Employee	Category	Status
1	B2C Manager	Bridget Mokoena	Sales	✅ Ready
2	B2B Manager	Precious Chiloane	Sales	✅ Ready
3	Warehouse Manager	Gad Mthombeni	Warehouse	✅ Ready
4	Operations Manager	Cary Mabunda	Operations	✅ Ready
5	Bookkeeper	Tsakane Sebone	Finance	✅ Ready

Each training plan covers:

• Daily Inputs — what to do every day in ERPNext (step-by-step)

• Weekly Inputs — weekly tasks and reviews

• Monthly Inputs — monthly reporting and compliance

• Outputs — what to deliver and to whom

• KPIs — targets and exact ERPNext navigation paths to track them

• ERPNext Training — step-by-step module guides (Day 1 → Quarter 1)

• Assessment Criteria — checkboxes for each milestone

• CD-Velobiotics Debtor Age Analysis — AR aging

• CD-Velobiotics Creditor Age Analysis — AP aging

• CD-Velobiotics Supplier Statement — Supplier account

• CD-Velobiotics Daily Operations Report — Daily snapshot

• CD-Velobiotics Weekly Sales Report — Week-on-week

• CD-Velobiotics Monthly Sales Summary — Monthly KPIs

• CD-Velobiotics Monthly P&L Summary — P&L statement

• CD-Velobiotics Quarterly Business Review — Quarterly analysis

• CD-Velobiotics Annual Sales Analysis — Annual review

8-step process: Pre-checks → Payroll Entry → Verify Slips → Submit → Recognition JV → Advances/Loans → EFT → Statutory Payments

Run by 20th of each month. Statutory payments (PAYE, UIF, SDL, Pension) due by 7th of following month.