Reviewing Activity on a Stock Item
The best way to find or review transactional activity on a stock item is by using SouthWare's Stock Inquiry. The Stock Inquiry screen allows you to search by ledger activity and see receivings, tr
Useful Portals for Order Management
Managing Open Orders on a daily basis will help ensure that all orders are processed, shipped, and billed in a timely and accurate manner. Here’s an overview of some useful portals that will help
Email out Your SouthWare Reports
Most reports can now be “sent” via email. Here's a brief example on how you do it.
Use Portals to Select Orders & Print Invoices
Use the SouthWare's Select Orders portal to quickly select and invoice daily orders. If the orders are already selected, use the Print Invoices portal to print one or all of the completed orders.
Using Sales Quotes
Do you use sales quotes in your business? Do you want an easy way to turn a sales quote into an order? SouthWare has a portal you can use.
Add a New Vendor
Use the functionality of the Add Vendor Portal to easily add a new vendor. With fewer keystrokes, you can be adding vendors and processing their paperwork quicker than ever.
Setup the PO Approval Portal for Purchasing Oversight
The PO Approval portal allows you to specify that purchase orders over a certain dollar amount must be approved before they are released to the vendor. This is an optional feature that needs to be
Generate Purchase Orders using the PO Planner Portal
The PO Planner Portal provides a comprehensive interface for making purchasing decisions, creating a workfile and generating purchase orders. Learn to modify a workfile, edit line items, analyze i
AP Enter Bills Portal incorporates Daily AP Functions
The Enter Bills Portal provides for the fast and efficient entry of A/P invoices, credit memos and prepaid transactions.
Use Enter Payments Portal for Customer Payments
The Enter Payments Portal provides for the fast and efficient entry of A/R payments.
