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Welcome to the HBM Sage 300 ERP Video Training Library

Training Videos for Sage 300 ERP

Training Videos for Sage CRM

Drilling Down from Financial Statements
In this tutorial, you'll learn how to drill down from your financial statements to see the underlying transactions.

Duration: 2 minutes 20 seconds

Analytical Dashboard
Sage 300 ERP includes an analytical dashboard that displays key performance indicators for your business. Importantly, these indicators can alert you to issues and trends that may require corrective action.

Duration: 4 minutes 8 seconds

Customize the Information that Flows to your General Ledger
Sage 300 ERP allows you to customize the information that flows from your sub-modules to your general ledger. In this tutorial, we’ll show how you can do this in your system.

Duration: 5 min 20 sec

Optimize Your Use of the Finder in Sage 300 ERP
The finder in Sage 300 ERP is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions to name a few. In this tutorial, we’ll show you features and functions of the finder, including some elements that you can customize for your own use. Even seasoned users of Sage 300 ERP may learn a thing or two.

Duration : 5 min 48 sec

Sage 300 ERP Intelligence Dashboard Report
New in Sage 300 ERP v5.6 is Sage 300 ERP Intelligence, a powerful reporting and analysis tool that extracts data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report.

Duration : 8 min 56 sec

Bank Reconciliation in Version 5.6
The Sage 300 ERP bank reconciliation module received significant enhancements in version 5.6. In this tutorial, we run through an example reconciliation and point out some of the new features along the way.

Duration : 6 min 38 sec

PO Invoicing Flexibility
There are times when vendors don’t follow straight forward invoicing procedures which can be challenging for your Accounts Payable department. In this tutorial we demonstrate how flexibility of the Sage 300 ERP PO system allows you to process some offbeat vendor invoicing scenarios.

Duration : 10 min 12 sec

Apply Documents
Unapplied transactions often occur when customer payments don’t match their invoices and when companies follow a deposit now, match later approach to receipts. This can lead to a mess of unapplied transactions. In this tutorial, we show you how to use the Apply Document feature in Sage 300 ERP to cleanup unmatched transactions. This feature is also available in Accounts Payable.

Duration: 6 min 27 sec

Portal Interface & Shortcuts
New in Sage 300 ERP version 6.0 is the Portal interface. The portal is designed to help you be more productive and keep you on top of your business’ key performance metrics. In this tutorial, we give you a brief introduction to the Portal and we show you how to setup some shortcuts to areas of Sage 300 ERP where you typically do your work.

Duration : 6 min 0 sec


Hot Keys & Shortcuts
In this tutorial, we show you a number of hot keys and shortcuts in Sage CRM that can make it easier and quicker for you to work within the system.

Duration: 5 min 56 sec

Create Custom Alerts Using Quick Notifications
Sage CRM provides a Quick Notification feature that alerts you of important issues as they arise. In this tutorial, we'll show you how easy it is to configure and use this powerful tool.

Duration: 4 min 17 sec


Sales Opportunity Management
Sage CRM provides a powerful set of sales pipeline management tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in Sage CRM. And once you’ve begun to enter opportunities, then you can take advantage of Sage CRM’s sales reporting and forecasting tools.

Duration: 4 min 54 sec

AR Collections Manager
Beginning with version 5.5, when you upgrade or purchase your Sage 300 ERP system you receive what’s known as the Extended Enterprise Suite. Importantly, this suite includes Sage CRM along with an AR Collections Manager component. In this tutorial, we show how your accounting department can use the AR Collections Manager to proactively shorten your AR time and have more cash available for your business.

Duration: 5 min 16 sec

Sending Mass Emails
Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in Sage CRM. In this tutorial, we walk you through the process.

Duration : 7 min 47 sec

Outlook Contact Synchronization in Sage CRM
Sage CRM provides tight integration with Microsoft Outlook for your contacts, calendar and email. In this tutorial, we demonstrate how to synchronize your contacts between these vital applications.

Duration : 6 min 58 sec

Customize Grids & Lists
Sage CRM presents information in several formats including lists and grids. In this tutorial, we show you how easy it is to customize Lists and Grids to present the information that’s most important to you.

Duration : 5 min 35 sec

Email Templates
Using email templates saves time and promotes consistency across your company. In this tutorial we show you how to create and use templates in Sage CRM.

Duration: 6 min 8 sec


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