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

Just us for one or more of our FREE Wednesday Webinars. These are free classes you can attend to learn or review our software. Sign up for the webinars you wish to attend. Schedule is subject to change

Current clients: RSVP for a Wednesday Webinar here

January

Janaury 23rd, 2019 - 3pm (EST)

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.

February

February 27th, 2019 - 3pm (EST)

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.

March

March 13th, 2019 - 3pm (EST)

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.

March 27th, 2019 - 3pm (EST)

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.

April

April 10th, 2019 - 3pm (EST)

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)

April 24th, 2019 - 3pm (EST)

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.

May

May 22th, 2019 - 3pm (EST)

Inventory Reports

INSTRUCTOR: Beth Roof

Learn about the inventory reports in PB3 and how they can help you.

This process is handled by Store and Home Office staff.

June

June 12th, 2019 - 3pm (EST)

Fuel Reports

INSTRUCTOR: Beth Roof

Note: Date has changed from 4/25/2018 to 5/2/2018
Learn about the fuel reports in PB3 and how they can help you.

This process is handled by Store and Home Office staff.

June 26th, 2019 - 3pm (EST)

POS Balancing

INSTRUCTOR: Beth Roof

Learn how to import from POS and balance your shift/day totals.

This includes:
  • POS Import
  • Checking your Totals against the POS Shift/Day Report
    • Checking Category Totals
    • Fuel Totals
    • Tax Totals
  • Balancing Tenders
  • Exceptions
  • Assigning Over/Shorts
  • Corrections
This process is handled by Store and Home Office staff.

July

July 10th, 2019 - 3pm (EST)

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.

July 24th, 2019 - 3pm (EST)

Day Close Workflow

INSTRUCTOR: Beth Roof

Learn the process of balancing your daily paperwork. This lesson will teach the functionality of the day close screen and also cover errors you could encounter and how to resolve them.

This process is handled by Home Office staff.

August

August 14th, 2019 - 3pm (EST)

Rebates and Rebate Settlements

INSTRUCTOR: Beth Roof

This webinar will cover how to setup rebates in PB3 and process rebate settlements.

This process is handled by Home Office staff.

August 28th, 2019 - 3pm (EST)

Physical Counts

INSTRUCTOR: Beth Roof

How to process physical counts in PB3. These counts can be at item and/or category level. These transactions can be entered manually or with a handheld scanner.

This includes:
  • Preparing for the Count
    • What should be Processed Before you Post your Physical Count
    • Running Force On-Hand Tool Before you Post your Physical Count
  • Entering Counts Manually
  • Entering Counts with Handheld Scanner
  • Reviewing Item Count
  • Reviewing Category Count
  • Researching Dependencies
  • Exceptions
  • Report
This process is handled by Store and Home Office staff.

September

September 25th, 2019 - 3pm (EST)

Lottery Setup and Transactions

INSTRUCTOR: Beth Roof

This webinar will cover lottery setup and various transactions in PB3.

This includes:
  • Lottery Setup
  • Lottery Receipts
  • Lottery Activations
  • Lottery Counts
  • Lottery Returns
This process is handled by Store and Home Office staff.

October

October 9th, 2019 - 3pm (EST) - Originally scheduled 8/8

Lottery Settlement

INSTRUCTOR: Beth Roof

This webinar will cover the lottery settlement process in PB3.

This process is handled by Home Office staff.

October 23rd, 2019 - 3pm (EST)

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.

November

November 13th, 2019 - 3pm (EST)

GP% Groups

INSTRUCTOR: Beth Roof

GP% Groups allow users to set groups for inventory based on the same approximate GP for sets of items. GP Groups can be assigned to Categories or directly to Item Packages.

This includes:
  • GP% Group setups
  • Category Assignments
  • Item Package Assignments
This process is handled by Home Office staff.

December

December 4th, 2019 - 3pm (EST)

Tools and Alerts in PB3

INSTRUCTOR: Beth Roof

This webinar will cover the tools, utilities, and alerts in PB3.

This includes:
  • POS Alerts
  • General Alerts
  • Item Lookup
  • Barcode Utility
  • Other Misc Tools
This process is handled by Store and Home Office staff

Current clients: RSVP for a Wednesday Webinar here