How to Learn Sage 200: Best Training Resources and Tips

If your business has recently adopted Sage 200—or you’re joining a finance or operations team that already uses it—you may be wondering where to start when it comes to learning the platform.
Sage 200 is powerful and versatile, but it can also be complex, especially for users new to mid-market business software. The good news? There are a wide variety of training options available, from self-paced online courses to expert-led workshops.
In this guide, we’ll explore the best ways to learn Sage 200, whether you’re a complete beginner or looking to deepen your existing skills.
Why Sage 200 Training Matters
Sage 200 is more than just accounting software—it includes modules for inventory, project costing, manufacturing, and more. Poor training can lead to:
- Inefficient workflows
- Costly errors
- Misuse of features
- Frustration among users
On the other hand, well-trained teams make better use of the system, produce more accurate reporting, and are better equipped to support business growth.
1. Sage University (Official Sage Training)
Sage University is Sage’s own training platform. It offers a range of:
- On-demand video courses
- Live virtual classrooms
- Certification programs
You’ll find specific courses tailored to Sage 200 Standard and Sage 200 Professional, covering topics like:
- Financials (nominal ledger, sales/purchase ledgers)
- Commercials (stock, order processing)
- Report designing and BI tools
- Project accounting and manufacturing
Pros:
- Up-to-date content from Sage experts
- Structured learning paths
- Available 24/7 for self-paced learning
Cons:
- May lack business-specific context
- Subscription or per-course fees apply
2. Partner-Led Training (Hands-On, Customised)
Many Sage 200 users prefer to work with an accredited Sage partner to provide tailored, hands-on training. These sessions can be:
- Conducted on-site or remotely
- Designed around your business processes
- Role-specific (e.g., finance, sales, stock control, management)
- Aligned to your Sage 200 configuration and modules
�� UK-based businesses often work with experienced partners like Techsol, who offer Sage 200 training as part of implementation or ongoing support.
Pros:
- Fully tailored to your setup
- Delivered by people familiar with real-world use cases
- Can include your own company data and scenarios
Cons:
- Typically more expensive than off-the-shelf courses
- Requires scheduling and planning
3. In-Person Training Courses
If you prefer face-to-face learning, there are providers across the UK that offer in-person classroom training for Sage 200. These are often scheduled as one- or two-day workshops, either at the provider’s premises or your office.
Ideal for:
- Teams that benefit from group learning
- New users being onboarded together
- Companies with limited internal training resources
Check providers’ reputations, course content, and ensure the version of Sage 200 matches your installation (Standard vs Professional).
4. YouTube Tutorials & Informal Resources
For quick tips and refresher guides, platforms like YouTube and Reddit can be useful. You’ll find:
- Short tutorials on specific Sage 200 functions
- Walkthroughs of common tasks (e.g., creating a new supplier, running a report)
- User Q&As and community insights
While helpful, these resources vary in quality and are best used as a supplement—not a replacement—for structured training.
5. Internal Training & Super Users
For businesses with an experienced finance or operations team, it’s often useful to develop internal training guides or appoint “super users” who can support others.
Some companies even record their own walkthroughs using screen recording tools to create a knowledge base tailored to their unique processes.
Tips:
- Encourage peer-to-peer support
- Create a shared folder with process documentation
- Record sessions with external trainers for future reference
6. Certifications and Ongoing Learning
As your business grows, you may want to invest in Sage 200 certification—particularly for finance managers or administrators. Sage University and some third-party providers offer recognised certifications that validate product knowledge.
It’s also worth scheduling annual training refreshers, especially if:
- You’ve added new modules
- You’re onboarding new team members
- There’s been a software update or process change
Tips for Learning Sage 200 Effectively
- Start with the essentials – Focus on the core modules your role requires before diving into advanced features.
- Practice in a test environment – Ask your administrator or partner to set up a training company within Sage 200 so you can explore without risk.
- Use real examples – Training is more effective when it’s tied to actual business scenarios.
- Record your processes – Build an internal resource library that new starters can refer to.
- Ask questions – Whether you’re in a live session or watching on-demand, don’t hesitate to clarify things early.
Final Thoughts
Whether you’re a finance assistant, stock controller, or project manager, learning Sage 200 properly can make your day-to-day work smoother—and your reporting far more reliable.
From official online courses to hands-on partner-led sessions, there’s no shortage of ways to learn. The key is choosing the training format that fits your business structure, learning style, and specific use case.
�� If you’re implementing Sage 200 or looking to improve adoption across your team, it’s worth connecting with an accredited training provider like Techsol, who can deliver sessions tailored to your workflows and goals.