Video Library

Our October 2023 webinar shined the spotlight on Inter-Entity Trade for Sage 300, with a main focus on its OE/PO functionality. We demonstrated various scenarios showing it in action, provided setup tips, and answered common support questions.

00:00 Intro & Overview
04:36 Start Demo (Robert Lavery)
06:39 OE/PO Trade example
22:03 OE/PO Trade on web screens
26:18 Review & Use Case examples
28:28 FAQs & Setup Tips
44:50 Audit logs & Periodic Processing
46:18 Using with other Orchid modules
47:36 Resources & closing remarks

Our September 2023 webinar shined the spotlight on Inter-Entity Transactions for Sage 300. We demonstrated various scenarios showing it in action, provided setup tips, and answered common support questions.

00:00 Intro & Overview
04:48 AP Demo (Robert Lavery)
11:30 Using IE Txns with DML
25:19 Entity Substitution (GL Triggers)
29:04 Loan A/C Management
35:00 AR Demo (using Web Screens)
38:35 Review & Use Case examples
41:00 Tips & Support FAQs
48:08 Using with other Orchid modules
49:41 Resources & closing remarks

Our August 2023 webinar shined the spotlight on Bin Tracking for Sage 300. We showed how to get started with Bin Tracking, and how it integrates with other Orchid and Sage 300 modules, as well as selected 3rd party products.

00:00 Intro & Overview
03:33 Getting Started with Bin Tracking
16:30 Using BT with Sage 300 IC/OE/PO
22:19 Using BT with AutoSimply Barcode
32:06 Using BT with AutoSimply Manufacturing
36:24 Using BT with Orchid RMA
42:45 Using BT with Technisoft Service Manager
46:25 Using BT with Sage 300 PJC & Custom Screens
53:51 Resources & closing remarks

See how Orchid's Bin Tracking module can work together with Sage 300 Project & Job Costing (PJC), or with any of your own Custom Screens that generate stock movements.

See how Orchid's Bin Tracking and AutoSimply Barcode Operations for Sage 300 can work together.
00:00 Introduction
02:13 Demo - P/O Receipt
05:02 Demo - O/E Shipment
06:31 Demo - I/C Internal Usage
07:35 Demo - B/T Bin Transfer & I/C Transfer
09:47 Demo - B/T Stock Count

See how Orchid's Bin Tracking module for Sage 300 can be configured to work together with Technisoft Service Manager.

Learn about the options for performing a stocktake of physical inventory with Orchid's Bin Tracking for Sage 300.

00:00 Intro, Checklist & Overview
03:40 Option 1 - Start with I/C
06:55 Validate using Info-Explorer
09:36 Option 2 - Start with Bin Tracking

See how Orchid's Bin Tracking module for Sage 300 can be configured to work together with AutoSimply Manufacturing.

See how Orchid's Bin Tracking & Return Material Authorizations (RMA) modules for Sage 300 can work together to manage stock movements that result from RMA processing.

Our July 2023 webinar shined the spotlight on Process Scheduler for Sage 300. We demonstrated various scenarios showing Process Scheduler in action, provided setup tips, and answered common support questions.

00:00 Intro & Overview
04:50 Demo - Getting Started (key steps)
22:14 Common setup questions
27:45 Other common support questions
32:32 Using PS with other Orchid modules
33:29 Using with Info-Explorer & Report Runner
41:34 Using to run Extender Scripts
51:40 Closing remarks

Our June 2023 webinar shined the spotlight on Document Management Link (DML) for Sage 300. We demonstrated various scenarios, answered common support questions, and showed how DML can be used with other Orchid modules.

00:00 Intro & Overview
02:29 Demo – AP documents (network folder)
06:50 Demo – Purchasing process documents
17:06 Demo – AR documents in SharePoint (Office 365)
22:59 DML Setup for SharePoint
33:34 Summary, Tips & Troubleshooting
44:43 Using DML with other Orchid modules
45:50 DML & Orchid Notes
47:36 DML & Orchid EFT Processing
53:07 DML & Orchid Extender
56:20 Closing remarks

This short Spotlight video describes the what, why, when, and how of creating Positive Pay files in Sage Intacct with Orchid EFT Processing.

0:00 The Why, What & When of Positive Pay files
1:11 How to create Positive Pay files
1:52 Demonstration
4:40 Closing remarks