Getting Started > Finding and Learning about Features

Finding and Learning about Web Sage 300 Web Screens Features

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Managing Windows and Tasks

Setting Up Home Page Widgets

Sage 300 includes a number of tools to help you find and learn about program features in the web screens.

Welcome bar

At the top of the screen, the welcome bar displays your company name, the Account menu, and the Help menu.

You use the Account menu to sign out of Sage 300, and to navigate to any available connected services.

The Help menu lists articles and resources related to the window you are viewing, as well as a search field you can use to search for specific terms in the Help Center.

Navigation menu

Windows and reports are organized into "modules" on the navigation menu. When you sign in, Sage 300 displays modules, windows, and reports you are authorized to view and use.

Features differ by module, but are usually organized into some or all of the following categories:

Quick links

When you select a window or report from the navigation menu, a list of quick links to related windows appears below the navigation menu.

For example, when you open a G/L transaction window, quick links to other G/L transaction windows appear below the menu.

Window Manager

Use the Window Manager to open, manage, and navigate between multiple windows. For more information, see Managing Windows and Tasks.