Sage 300 ERP (Beginner and Intermediate)
This course is broken down into a beginner and an intermediate course. It is designed to provide participants with a beginner and intermediate understanding of Sage 300, a powerful and versatile business management solution. Each of the courses are 4 weeks long.
Participants will learn the fundamentals of Sage 300, including its modules, functionalities, and how to effectively navigate and utilize the software to manage various aspects of business operations. Through hands-on exercises, practical examples, and real-world scenarios, participants will gain the skills needed to become proficient users of Sage 300.
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Beginner course:
Week 1: Introduction to Sage 300
Overview of Sage 300: History, features, and benefits
Different modules within Sage 300 (Financials, Distribution, Project and Job Costing)
Installation and system requirements
Navigating the Sage 300 interface
Week 2: Setting Up Your Company
Creating a new company database
Company settings and configurations
Defining fiscal calendars and periods
Managing user access and security
Week 3: Financial Management
General Ledger setup and configuration
Chart of Accounts design and customization
Entering and posting journal entries
Trial Balance generation and analysis
Week 4: Accounts Payable
Vendor management and setup
Entering and processing invoices
Payment processing and check printing
Vendor aging reports and analysis
Intermediate course
Week 5: Accounts Receivable
Customer setup and management
Creating and processing sales invoices
Managing customer receipts
Generating aging and collection reports
Week 6: Inventory and Distribution
Item setup and categorization
Inventory management and tracking
Sales order processing
Purchase order processing
Week 7: Reporting and Advanced Topics
Generating financial statements (Income Statement, Balance Sheet, Cash Flow)
Customizing reports and layouts
Introduction to Business Intelligence and Reporting tools
Troubleshooting common issues and errors
Best practices for data backup and system maintenance
Course Evaluation:
Assessment and Grading:
Weekly hands-on exercises and practical assignments
Mid-course quiz assessing knowledge of concepts covered in Weeks 1-4
Final project involving the setup and management of a mock company using Sage 300, to be presented in Week 7
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● Ability to speak, understand and write in English (CLB6)
● Ability to use a computer with a stable internet connection.
● A background in Accounting is preferred but not required
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Learning Outcomes:
Develop a solid foundation in using Sage 300 for financial, accounting, and operational management.
Gain practical skills to configure and navigate through the software’s modules effectively.
Learn how to handle day-to-day business transactions within Sage 300.
Understand the process of generating key financial and operational reports.
Develop problem-solving abilities to troubleshoot common issues and errors.
Resources:
Sage 300 user manuals and documentation
Lectures and access to live professor
Access to a sandbox environment for hands-on practice
Additional reading materials on accounting and business management principles
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CAD $425 per course
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Zaimin Karmali
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Training model: online
Course length: 8 weeks, 40h
Schedule: Tues and Thurs (6-8:30pm)
Beginner course (4 weeks)
Intermediate course (4 weeks)