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


April 11th, 2018 - 3pm

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.

May 2nd, 2018 - 3pm

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.


May 9th, 2018 - 3pm

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.

May 23rd, 2018 - 3pm

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.


June 13th, 2018 - 3pm

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.

June 27th, 2018 - 3pm

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.


July 11th, 2018 - 3pm

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 25th, 2018 - 3pm

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.


August 8th, 2018 - 3pm

Lottery Settlement

INSTRUCTOR: Beth Roof

This webinar will cover the lottery settlement process in PB3.

This process is handled by Home Office staff.

August 22nd, 2018 - 3pm

C-Store Analytics

INSTRUCTOR: Sandra Peele

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.


Current clients: RSVP for a Wednesday Webinar here