Watch Orchid customers, partners and team members present solutions to enhance Sage 300 core functionality. 

Video tags
Inter Entity Txns - Training (Audit Logs)

Troubleshooting Inter Entity Transactions for Sage 300 using Audit Logs and Periodic Processing.
(Dec-2018)

Inter Entity Trade - Training (Audit Logs AP/AR)

Troubleshooting Inter Entity Trade (AP/AR) for Sage 300 using Audit Logs and Periodic Processing.
(Dec-2018)

Inter Entity Trade - Training (Audit Logs OE/PO)

Troubleshooting Inter Entity Trade (OE/PO) for Sage 300 using Audit Logs and Periodic Processing.
(Dec-2018)

Return Material Authorizations (RMA) - Training

Anne conducts detailed training on how to configure and use Orchid's Return Material Authorizations (RMA) add-on module for Sage 300.
(Nov-2018)

Optional Tables - Advanced Training (Excel Add-in)

An advanced tutorial on setting up Optional Tables for Sage 300 for G/L Budget and Budget by Customer and Item. Includes detailed training on the Excel Add-in.
(Nov-2018)

Optional Tables - Training

Anne conducts training on how to set up and use I/M Optional Tables. Add Optional Fields to any Sage 300 View.
(Nov-2018)

Data Views - Training

Nathalie conducts training on how to set up and use I/M Data Views to turn Sage 300 Optional Fields into columns for reporting.
(Nov-2018)

Extender - Training (Configurator)

Nathalie conducts training on how to set up and use Orchid's Extender module (Configurator Edition).
(Nov-2018)

Inter Entity Txns - Training (Loan Accounts - Multi Company, Optional Fields)

Anne conducts detailed training on how to set up and use Orchid's Inter Entity Transactions add-on for Sage 300 to automate the generation of balancing loan account entries. The example in this video is for the Multi Company edition, with entities selected by Optional Field.
(Nov-2018)

Inter Entity Txns - Training (Loan Accounts - Multi Company)

Anne conducts detailed training on how to set up and use Orchid's Inter Entity Transactions add-on for Sage 300 to automate the generation of balancing loan account entries. The example in this video is for the Multi Company edition, with entities selected by GL Account.
(Nov-2018)

Inter Entity Txns - Training (Loan Accounts - Single Company)

Anne conducts detailed training on how to set up and use Orchid's Inter Entity Transactions add-on for Sage 300 to automate the generation of balancing loan account entries. The example in this video is for the Single Company edition.
(Nov-2018)

Inter Entity Trade - Training (OE-PO)

Anne conducts detailed training on how to set up and use Inter Entity Trade to conduct an OE-PO Trade
(Nov-2018)

Inter Entity Trade - Training (AP-AR)

Anne conducts detailed training on how to set up and use Inter Entity Trade to conduct an AP-AR Trade
(Nov-2018)

Inter Entity Transactions - Training (Cash Management)

Anne conducts detailed training on how to set up and use the Cash Management features of Inter Entity Transactions.
(Oct-2018)

Inter Entity Transactions - Training (GL Triggers)

Anne conducts detailed training on how to set up and use the GL Triggers features of Inter Entity Transactions.
(Oct-2018)

Document Management Link - Drag & drop, file and email documents & attachments

See how you can drag & drop files, including emails and attachments, into Document Management Link. Also email a document directly from DML.
(Sep-2018)

Info-Explorer - Advanced Training

Nathalie conducts advanced training on how to get the most out of Orchid's Info-Explorer BI tool, including tips and tricks on some lesser known features. 
(Sep-2018)

Extender - Create, file and email a Sage 300 Order Confirmation with one click

See how you can create an Order Confirmation PDF, file it away and email it to the Customer's nominated email address, all in one click from Sage 300  - using Orchid's Extender and Document Management Link modules.
(Sep-2018)

Process Scheduler - Training

Nathalie provides detailed training on how to configure and use Orchid's Process Scheduler add-on module for Sage 300.

Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.
(Aug-2018)

Extender - Create, file and email a Sage 300 Vendor PO PDF with one click

See how you can create a Purchase Order PDF, file it away, and email it to the Vendor's nominated email address - all in one click from Sage 300 - using Orchid's Extender and Document Management Link modules.
(Aug-2018)

Report Runner - Training

Anne shows how to install and configure Orchid's Report Runner add-on module for Sage 300. 

The easy way to organize, launch, distribute and re-run Crystal Reports and GL Financial Reports from Sage 300.
(Aug-2018)

Collaboration in Action - Webinar

Watch a realistic scenario demonstrating effective collaboration using Sage 300 Orchid modules, and cloud-based collaboration tools.

Features Orchid's ExtenderNotesDocument Management Link, Email SmartLink, and Info-Explorer modules, as well as Twitter, Microsoft Teams, LinkedIn and Twilio.
(25-Jul-2018)

EFT Processing (Payroll) - Training

Anne shows how to configure and use Orchid's EFT Processing add-on module for Sage 300 (US & Canadian Payroll).

Process Employee payments via Electronic Funds Transfer, with support for hundreds of bank formats.
(Jul-2018)

EFT Processing (AP/AR) - Training

Anne shows how to configure and use Orchid's EFT Processing add-on module for Sage 300 (AP/AR).

Process Vendor/Customer payments and receipts via Electronic Funds Transfer, with support for hundreds of bank formats.
(Jul-2018)

Extender OCX Scripts - Training

Anne shows how Extender OCX Scripts can be used to customize Sage 300 screens, and demonstrates this using some Sample Scripts released with Extender PU4.

E.g. add/hide/remove/modify tabs, fields, buttons or finders.
(Jun-2018)

Tailoring Sage 300 - Webinar

Watch Steve run through how to tailor Sage 300 to your exact requirements.

Features Orchid's Extender, Notes, Document Management Link, Optional Tables and Report Runner modules for Sage 300.
(6-Jun-2018)

Document Management Link - Training

Anne shows how to configure and use Orchid's Document Management Link (DML) add-on module for Sage 300. 

Add, view and access relevant documents from within Sage 300, linked to specific screens and/or fields.
Includes a demonstration of Email SmartLink.
(Jun-2018)

Notes - Training

Anne shows how to configure and use Orchid's Notes add-on module for Sage 300. 

Attach context-sensitive notes to Sage 300 fields and/or screens.
(Jun-2018)

Info-Explorer - Demo Webinar

Anne gives a detailed demonstration of Orchid's Info-Explorer add-on module. 

Business Intelligence at an affordable price, with integrated budgeting & forecasting.
(3-May-2018)

Extender - Demo Webinar

Anne gives a detailed demonstration of Orchid's Extender add-on module for Sage 300.

Extend Sage 300 business logic in countless ways. Log changes, raise alerts, create custom screens and tables, integrate with other applications, run bespoke scripts.
(26-Apr-2018)

Info-Explorer - Overview

Robert Lavery gives a brief overview of Orchid's Info-Explorer module.

Business Intelligence at an affordable price, with integrated budgeting & forecasting.
(Apr-2018)

Report Runner & Process Scheduler - Demo Webinar

Nathalie gives a detailed demonstration of Orchid's Report Runner and Process Scheduler add-on modules for Sage 300.

Run multiple reports, distribute by email, save parameters for re-running, set up role-specific report menus.

Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.
(4-Apr-2018).

Bin Tracking - Demo Webinar

Anne gives a detailed demonstration of Orchid's Bin Tracking add-on module for Sage 300.

Track items against multiple bins within a Sage 300 Inventory Control location.
(14-Mar-2018)

Report Runner - Overview

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

Run multiple reports, distribute by email, save parameters for re-running, set up role-specific report menus.
(Mar-2018)

Process Scheduler - Overview

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

Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.
(Mar-2018)

Business Partners talk about working with Orchid Systems

What Orchid's Sage Business Partners have to say about working with Orchid Systems.
(Jun-2014)

Bin Tracking - Overview

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.
(Feb-2018)

Enhancing Security - Webinar

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)

RMA - Demo Webinar

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.
(31-Jan-2018)

EFT for Payroll - Demo Webinar

Anne demonstrates the recent product update to Orchid's EFT Processing add-on module for Sage 300.

In addition to Customer & Vendor payments and receipts, EFT Processing now supports Employee payments from Sage 300 US & Canadian Payroll.
(17-Jan-2018)

RMA - Overview

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.
(Jan-2018)

Customer Satisfaction - Webinar

Anne discusses what drives customer satisfaction, and the use of Net Promoter Score as a feedback mechanism.

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)

Inter Entity Trade - Demo Webinar

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.
(3-Jan-2018)

Business Process Automation - Webinar

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.
(13-Dec-2017)

Inter Entity Trade - Overview

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.
(Jan-2018)

Inter Entity Transactions - Demo Webinar

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.
(6-Dec-2017)

Inter Entity Trade & Document Management Link - Demo

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. 
(Dec-2017)

Managing by Exception - Webinar

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.
(15-Nov-2017)

Inter Entity Transactions - Overview

Robert Lavery gives a brief overview 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.
(Dec-2017)

Budgeting & Forecasting - Demo Webinar

Anne demonstrates how Orchid's Optional Tables and Info-Explorer (with Writeback) add-on modules can be used in partnership to easily create and maintain detailed budgets and forecasts within Sage 300.
(19-Oct-2017)

 

Managing by Exception with Sage 300 and Orchid modules

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.
(Nov-2017)

EFT Processing (AP/AR) - Demo Webinar

Anne gives a detailed demonstration of Orchid's EFT Processing add-on module for Sage 300 (AP/AR), including some less commonly used features and best practice tips.

Process Vendor/Customer payments and receipts via Electronic Funds Transfer, with support for hundreds of bank formats.
(5-Oct-2017)

Extender - New Sample Scripts (Sep-2017) Demo Webinar

Anne provides a general overview of Orchid's Extender module, before demonstrating a few recently released sample scripts.

Within OE Order Entry: Dynamically display Customer/Item sales history; Auto-Create, File and Email an Invoice; Automatically email a new AR Invoice to a customer. Within AR Invoice Entry: Auto-populate AR Invoice details from AR Item Optional Fields.
(28-Sep-2017)

Notes & Document Management Link - Demo Webinar

Anne gives a detailed demonstration of Orchid's Notes and Document Management Link add-on modules for Sage 300.

Attach context sensitive notes to Sage 300 fields and/or screens. Add, view and access relevant documents from within Sage 300. The demo includes 'Extended Notes' (Notes+Extender).
(31-Aug-2017)

Notes - Product Demo

Nancy Lavery demonstrates the key features of Orchid's Notes add-on module for Sage 300.

To illustrate, she shows how to display notes related to Customers and Items on the Order Entry screen.
(Jul-2017)

Document Management Link - Product Demo

Nancy Lavery demonstrates the key features of Orchid's Document Management Link add-on module for Sage 300. 

Add, view and access relevant documents from within Sage 300, linked to specific fields.
(Jul-2017)

EFT Processing (AP/AR) - Overview

Robert Lavery gives a brief overview of Orchid's EFT Processing add-on module for Sage 300 (AP/AR).

Process Vendor/Customer payments and receipts via Electronic Funds Transfer, with support for hundreds of bank formats.
(Jul-2017)

Notes - Overview

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

Attach context-sensitive notes to Sage 300 fields and/or screens.
(Jul-2017)

Document Management Link - Overview

Robert Lavery gives a brief overview of Orchid's Document Management Link add-on module for Sage 300. 

Add, view and access relevant documents from within Sage 300, linked to specific fields.
(Jul-2017)

Extender - Overview

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

Extend Sage 300 business logic in countless ways. Log changes, raise alerts, create custom screens and tables, integrate with other applications, run bespoke scripts.
(Jun-2017)

Protect-A-Bed's Anneke Chamy on Info-Explorer from Orchid Systems

Anneke Chamy talks about the benefits Protect-A-Bed have experienced from implementing Orchid's Info-Explorer.

Info-Explorer is a powerful, intuitive, yet affordable analysis tool that lets you explore data from Sage 300 (and other databases), providing insight to help you increase the performance of your business.
(Jun-2014)

Business Partners talk about Inter Entity Transactions for Sage 300

Sage Business Partners provide their perspective on the benefits of implementing the Inter Entity Transactions Sage 300 add-on from Orchid Systems.

Inter Entity Transactions helps you manage allocations and transfers between related entities. Keep loan accounts in balance, with offsetting entries automatically generated.
(Jun-2014)

Sage 300 users on working with Orchid's modules

Users who work with Orchid's Sage 300 add-on modules every day discuss their experiences.
(Jun-2014)

Users and business partners talk about Info-Explorer from Orchid Systems

Hear what users and business partners think of Info-Explorer from Orchid Systems.

Info-Explorer is a powerful, intuitive, yet affordable analysis tool that lets you explore data from Sage 300 (and other databases), providing insight to help you increase the performance of your business.
(Jun-2014)

EFT Processing (AP/AR) - Introduction (2014)

Robert Lavery briefly describes the benefits of Orchid's EFT Processing add-on module for Sage 300 (AP/AR).

Process Vendor/Customer payments and receipts via Electronic Funds Transfer, with support for hundreds of bank formats.
(Jun-2014)

Orchid's context-sensitive Alert Box

Anne demonstrates how Orchid's Information Manager Alert Box can be used with Sage 300 to display context-sensitive information from Orchid's Notes, Document Management Link and Extender modules.
(Jan-2017)

New features (Jan-2017) - Alert Box changes, Email SmartLink, Orchid Users

Anne demonstrates some new features in Orchid's Information Manager suite, making it easier than ever to access and share your valuable data from within Sage 300.
(Jan-2017)

Inter Entity Transactions - Automation of Loan Account Entries

Anne demonstrates how due-to and due-from transactions are automatically generated by Orchid's Inter Entity Transactions add-on module for Sage 300. Complex routes can be followed when there are no direct inter-entity account relationships between the transacting entities.
(Jan-2017)

EFT Processing - Case Study (Grant Thornton)

Grant Thornton's Jim Bromilow discusses whey they chose Orchid's EFT Processing add-on module for Sage 300, and the quick return on investment.
(Jun-2014)

Information Manager Suite - Overview (2014)

Robert Lavery discusses how Orchid's Information Manager suite of add-on modules for Sage 300 gives you relevant information where, when and how you need it.

He focuses on these Information Manager components: Optional Tables, Report Runner, Notes, and Document Management Link.
(Jun-2014)

Inter Entity Transactions & Trade - Overview (2014)

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

Manage allocations and transfers between related entities, with due to & due from entries automatically generated. Automate the generation of reciprocal documents when related entities trade goods or services with each other. Save days each month by letting Inter Entity do the hard work behind the scenes to keep your books in balance. 
(Jun-2014)