Video Library

Robert Lavery gives a brief overview of Orchid's Bin Tracking add-on module for Sage 300.

Track items against multiple bins within a Sage 300 Inventory Control location.

Anne discusses how Orchid products can enhance security of Sage 300 sites.

Includes a demonstration of EFT Processing security features, plus examples of how Extender, Notes, Process Scheduler and Info-Explorer can add further layers of security, or provide early warning of exception conditions.
(7-Feb-2018)

Steve gives a detailed demonstration of Orchid's Return Material Authorizations add-on module for Sage 300.

Track returns and repairs accurately. Improve efficiency and customer service using consistent, configurable workflows, all from within Sage 300.

Anne demonstrates how Orchid's EFT Processing add-on module for Sage 300 now supports Employee payments from Sage 300 US & Canadian Payroll, in addition to AR/AP Customer & Vendor payments and receipts.

00:00 Introduction to Orchid & EFT Processing
04:39 Overview of EFT Processing for Payroll
07:10 Demo – Visual Process Flow
07:29 EFT Payroll Security Groups
08:46 EFT Payroll Options setup
14:50 EFT Payroll Bank setup
16:40 EFT Employee setup
21:30 Create EFT Payroll file
23:30 Print/Email Payroll Remittance Advices
23:59 Payroll email messages
25:20 EFT File Payroll Audit Logs
26:55 Encrypting Remittance Advice PDFs
27:32 EFT Reports & Inquiries
29:27 Q&A
41:01 Summary

Robert Lavery gives a brief overview of Orchid's Return Material Authorizations add-on module for Sage 300.

Track returns and repairs accurately. Improve efficiency and customer service using consistent, configurable workflows, all from within Sage 300.

Anne discusses what drives customer satisfaction, and the use of Net Promoter Score as a feedback mechanism, and the role Orchid products can play.

She demonstrates how a range of Orchid's Sage 300 add-on modules (e.g. RMA, Extender, Notes, DML, Process Scheduler) can contribute to turning passive customers into 'raving fans'.
(10-Jan-2018)

Steve gives a detailed demonstration of Orchid's Inter-Entity Trade add-on module for Sage 300.

Automate transaction flows when related entities trade goods or services. Initiate a transaction in one entity, and reciprocal documents are automatically generated in the other.

Anne discusses how automating business processes can not only increase productivity, but also improve customer service. She then demonstrates with some examples of how Orchid's Sage 300 add-on modules (e.g. Process Scheduler, Report Runner, Extender, Document Management Link) can assist with automation.

00:00 Introduction and About Orchid
04:21 Business Process Automation – What, Why, How?
07:18 Sage 300 processes as automation candidates
16:04 Process Scheduler for automated scheduling
21:00 Automation of recurring reports
24:14 Scheduled Extender scripts (e.g. Logistics, Collections)
27:37 Extender for event-driven integration & automation
30:12 Extender, Notes and DML (Order Management)
33:16 Inter-Entity Trade automation (featuring DML)
42:33 Review
50:35 Where to find more info

Robert Lavery gives a brief overview of Orchid's Inter-Entity Trade add-on module for Sage 300.

Automate transaction flows when related entities trade goods or services. Initiate a transaction in one entity, and reciprocal documents are automatically generated in the other.

Steve gives a detailed demonstration of Orchid's Inter-Entity Transactions add-on module for Sage 300.

Manage allocations and transfers between related entities. Keep loan accounts in balance, with offsetting due to & from entries automatically generated based on rules you define.

Anne demonstrates how Orchid's Inter-Entity Trade and Document Management Link Sage 300 add-on modules can work together.
Automate buy & sell transaction processing between related entities while also presenting relevant documents where and when they are needed within Sage 300. 

00:00 Scenario overview (ORCLTD & ORCINC)
01:19 ORCLTD (Retail Co.) side demo
03:55 ORCIN2 (Manufacturing Co.) side demo
05:04 DML Configuration for this scenario
06:33 IE Trade Configuration for this scenario
07:03 Wrap-Up

Steve discusses how to use your time more efficiently using Management by Exception (MBE) principles. He then demonstrates how a range of Orchid's Sage 300 add-on modules (e.g. Notes, Extender, Info-Explorer, Process Scheduler and Optional Tables) can assist with the implementation of an MBE regime.

00:00 Introduction & About Orchid
02:25 MBE principles & relevant Orchid modules
09:50 Notes & Extender (Identify, Escalate, & Investigate)
13:55 Info-Explorer (Identify & Investigate)
15:55 Optional Tables (Define & Identify)
17:42 Process Scheduler (Identify & Escalate)
18:28 Extender (Define, Identify & Escalate)
22:00 Demo: Info-Explorer
32:40 Demo: Process Scheduler, Extender & Notes
37:50 Demo (Order Entry) - Extender & Notes
41:45 Demo (A/R) - Extender & Notes
44:40 Review, Q&A