SOFTWARE TRAINING


CMI Solutions offers several training methods to ensure our clients have full understanding of our products. One-on-one training for new clients is conducted on-site to optimize the learning experience. We also offer review training using remote access and a conference line. Our experienced staff and a variety of training systems help our clients enjoy all the benefits of our retail and wholesale fuel systems.

  • On-Site Training
  • Classroom/Webinar Training
  • One-on-One Remote Training
  • New User Training
  • Training Videos
  • Refresher Training

Whatever the training style or type you need we are here to help.



Training Videos


CMI Solutions continually adds to our Quick Start Tutorial videos to aid in the training process. Current clients of CMI can access the videos by clicking the link below. If you do not know the username and password, please contact us at (888) 648-5222 or via email at our Contact Us page.

Training Videos

FREE Wednesday Webinars


December 13th, 2017 - 3pm

Basic C-Store Analytics

INSTRUCTOR: Beth Roof

This webinar will cover the functionality of C-Store Analytics. If you don't have C-Store Analytics yet, this is a great opportunity to see it in action.

This process is handled by Home Office staff.


January 17th, 2018 - 3pm (Changed from original date of 1/10/2018)

Monthly and Year-End Processing

INSTRUCTOR: Beth Roof

Learn a recommended set of steps for Monthly and Year-End processing.

This includes:
  • Setting Fiscal Dates in PB3
  • Inventory Reconciliations
  • Fuel Reconciliations
  • Item Adjustments
  • Fuel Adjustments
  • Correcting Inventory Gross Profit Percentages
This process is handled by Home Office staff.

January 24th, 2018 - 3pm

New Item Entry

INSTRUCTOR: Beth Roof

Learn how to manually enter new items into PB3.

This includes:
  • Creating Items
  • Creating Item Packages
  • Creating Vendor Items
  • Assigning Costs and Retails
  • Assigning Attributes
This process is handled by Home Office staff.


February 14th, 2018 - 3pm

Entering Purchases

INSTRUCTOR: Beth Roof

Learn how to manually enter and edit purchases into PB3. Many clients scan or import purchases, but it is still important to have a basic understanding of how to manually enter a purchase.

This includes:
  • Looking up Items
  • Balancing to Total
  • Checking and Correcting Exceptions
This process is handled by Store and Home Office staff.

February 28th, 2018 - 3pm

Price Changes

INSTRUCTOR: Beth Roof

Learn how to process retail price changes in PB3. Prices can be entered manually or generated from an import.

This includes:
  • Entering Price Change Batches
  • Invoice Imports
  • Pricebook Imports
  • Manually Updating Items
  • Promo Pricing
This process is handled by Home Office staff.


March 14th, 2018 - 3pm

Pricebook and Invoice Imports

INSTRUCTOR: Beth Roof

This webinar will cover how to process pricebook and invoice imports with PB3. These generally come from your wholesaler. If you are not currently importing files from your wholesaler, please contact our sales department to obtain information on setting this process up.

This includes:
  • Downloading and Saving Files
  • Types of Files and their Format
  • Setting up the Cross Reference and Vendor Settings
  • Processing Pricebook Imports
  • Processing Invoice Imports
This process is handled by Store and Home Office staff (Stores have the ability to import invoices only)

March 28th, 2018 - 3pm

Pricebook Specials

INSTRUCTOR: Beth Roof

This webinar will cover how to setup pricebook specials and the limitations your POS may have.

This includes:
  • POS Limitations
  • Mix and Match Setup
  • Combos Setup
  • Promo Pricing
This process is handled by Home Office staff.


Current clients: RSVP for a Wednesday Webinar here