Standard user training
The Portfolio Plus Standard User Training Module covers all of the standard user functions of Portfolio Plus. It is suitable for all people who use the system and provides a basic run down of the order, transaction, account management, report, administration and support functions. If you are a first time user of Portfolio Plus, it is advised you watch this training module first to gain an understanding of the basic operations available to all users.
Exchange management and reconciliationg training
The Portfolio Plus Exchange Management & Reconciliation User Program has been designed as an introduction and/or refresher for customers who have been configured to use the reconciliation and exchange management modules available in Portfolio Plus. These advanced features enable you to create exchanges with your suppliers and customers, and manage any outstanding balances. It also explains how to reconcile your account in real time, against the CHEP system and create an audit report to show your overall account position for each equipment type you use.