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


June 14th, 2017 - 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.

July 12th, 2017 - 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)


August 9th, 2017 - 3pm

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.

September 13th, 2017 - 3pm

Competitive Surveys

INSTRUCTOR: Beth Roof

This webinar will cover how to setup competitors, assign stores and inventory types applicable to that competitor. It will also covers the transactions the stores will enter when they perform their surveys.

This includes:
  • Competitor Pricing
  • Competitor Surveys
  • Competitor Watch Maintenance
  • Entering Competitor Pricing Transaction
This process is handled by Store and Home Office staff


October 11th, 2017 - 3pm

PB3 & POS Alerts

INSTRUCTOR: Beth Roof

This webinar will cover setting up PB3 and POS alerts and notifications.

This process is handled by Home Office staff.

November 8th, 2017 - 3pm

Verge Replenish

INSTRUCTOR: Allen Barringer

This webinar will cover how the Verge Replenish system operates and how to use the iPad scanner. (Please Note: Verge Replenish is an add on to PB3 that must be purchased)

This includes:
  • Overview of Verge Replenish
  • Vendor Setup
  • iPad Scanner Operation
    • Receiving
    • Physical Counts
    • Wholesale Ordering
This process is handled by Store and Home Office staff


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 10th, 2017 - 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.


Current clients: RSVP for a Wednesday Webinar here