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Training Classes

Our classes include:

General / Beginner Classes:

Introduction to SouthWare - Basic SouthWare training designed for all new employees. Learn how to get in and move around in the SouthWare environment. The class covers navigation, accessing records for maintenance, transaction processing, inquiries, reports and printing.


Financial Classes:

Accounts Payable - Common functions performed by A/P personnel, setting up new vendors, entering and verifying vendor invoices (match to P/O if applicable), recording other A/P transactions, and manual and periodic check processing.

Accounts Receivable - Common functions performed by A/R personnel, setting up new customers, receiving and applying payments to invoices, recording other A/R transactions, printing statements, and managing the open A/R.

General Ledger – Common accounting tasks performed by the controller.  Including setting up and processing recurring transactions, entering journal entries, creating and printing financial statements, and closing the month.

Payroll - Daily tasks performed by human resources. Setting up new employees, employee record keeping, payroll entry, check writing, check history, and integration to G/L. Learn to process payrolls, do quarterly and annual processing, and manage employee data.

Cash Flow – This is a module used by the controller or bookkeeper.  Learn to set up the cash  account to provide detailed cash flow analysis and tracking for all cash throughout SouthWare. Learn to reconcile checking accounts.

Month End GL Reconciliation - Review the recommended month end procedures and steps to properly reconcile the sub ledgers of AR, AP and Inventory to the GL balances.  It is suggested that you have a working knowledge of General Ledger processes or have taken the General Ledger class.


Reporting and Customer Service Classes

Basic Report Writer / FYI Reporting - Learn to write reports from scratch. Find out how quickly and easily FYI (For your information) wizards can get you from idea to reports, graphs and printed web pages. We cover basic report construction with both FYI and ReportMate.

Intermediate Report Writer - For those who have a basic understanding of the ReportMate features and you need to learn how to use it to create calculations, use field level selection criteria, and place reports as menu options.  This course may contain homework.

Advanced Report Writer - For those who need to know it all, you can learn how to export your reports to MS Word or EXCEL, sort by Subtotals and create reports that compare data from prior years to this year and how to automate the running of reports.  This course may contain homework.

TaskWise I (CRM) – This is a customer relationship manager.  Learn how to create tasks for employees, have  them document conversation with customers, and set up system management alerts when you need to be notified of a situation that will require your intervention.


Management Classes:

CEO / CFO Dashboard - How to look at your company through SouthWare to find up to date sales, service, and financial information you need to make informed decisions about your company.  Track news, alerts, and goals you have set up to keep yourself informed and profitable.

Sales Manager - SouthWare’s tools to keep you ahead of your sales people and to have the answers they want when they come asking.  Track sales, quotes, customers, and products, know what items to push and what sales person to motivate.  Learn these tools to help you, help your staff and company.

Month End Processing - Proper methods to closing the month in sales, inventory, AR, AP, service, fixed asset, payroll, and GL.

Year End Procedures - Learn the proper methods of closing your company’s fiscal year.  Learn timing, what steps need to be done prior to others, what to do if you are out of balance, and learn how to correct those mistakes.


Inventory Classes:

Order Processing - Daily tasks performed by the sales staff and customer service. Entering orders through order entry or POS, product interface to inventory, how to understand committed and available, interface to AR, selecting serial numbers, receiving payment from the customer, and quotes vs. orders.  This is the basic introductory class.

Open Order Management -Learn how to manage customer orders from placing the order to shipping and invoicing. Understanding the work flow of open order and their status, tracking back orders, and drop shipments.  It is recommended that you take the Order Processing class first or have a working knowledge of order processing.

Inventory Control - Buyer and warehouse manager functions. These procedures include setting up new items, transferring, adjusting, and costing.  Plus doing a Physical Inventory, the proper way to set up and count inventory in the system.

Physical Inventory Processing - This class focuses on the process and procedures for taking physical inventories in your business. We cover both cycle counts and full physical inventory methods. In addition we discuss manual counting and the use of bar code scanning devices.  It is recommended that you take the Inventory Control class first or have a working knowledge of Inventory Control functions.

Purchasing & Receiving - Daily tasks performed by the buyer and warehouse manager, including setting up new vendors, entering PO’s, receiving PO’s (verifying quantity & quality), and using automated tools to help with ordering.  It is recommended that you take the Inventory Control class first or have a working knowledge of Inventory Control functions.

Automating Purchasing - Software set up for the Buyer, this procedure will allow you to utilize min/max method of purchasing while updating the min’s and max’s with current values based upon a pre-defined number of days of inventory.  Allowing your buyer to make better decision on when and how much of an item to purchase.   It is recommended that you take the Inventory Control and Purchasing & Receiving classes first or have a working knowledge Inventory, Purchasing and Receiving functions.

Landed Costs - Learn how to use SouthWare’s Landed Cost system for a detailed breakdown of cost information and the ability to identify burdened and unburdened cost for each stock item, and how to interface to purchasing by detail line item as defined in the IS control record.  It is recommended that you take the Inventory Control class first or have a working knowledge of Inventory Control functions.

Work Order / Assemblies - Learn how to create or manufacture inventory items by using the “Bill of Materials” module that takes items in your inventory and creates new items for you to sell.  Learn work order processing.  It is recommended that you take the Inventory Control class first or have a working knowledge of Inventory Control functions.

Return Authorizations - How to record and track returns from customers and to vendors. Learn two ways to issue RA’s and follow the impact on inventory, order entry, AR, AP, and service dept.

Starship & Credit Card Processing - Learn how to set up these interfaces to make your employee’s job easier in taking credit cards at sales and shipping the packages out to your customers.  Learn how to set up and configure SouthWare to use Starship & Elements.  See examples on how to use these interfaces in order entry, and what reports you will want to run to keep track of the credit cards and shipping.


Tools Classes:

WorkFlow (Customization) - Interrupt the standard SouthWare logic at a point in the program to perform another function, by accessing files that contain records for each process and program and make it do what you need or want. Learn basic set up and functions.  It is recommended that you take the System Admin classes first or have a working knowledge of SouthWare administrative functions.

Web Portal Design - Learn how to transform the view of SouthWare’s portals from their template to your dream.  Manipulate and change the views of the portals to better fit the design and workflow of your company.

Forms Adapter - Learn to customize your business forms without the long-term cost of custom programming. Review basic forms design, customization, and tools.

Graphical Forms & Report Design - Learn how to create and make changed to the way forms look when printed from your system. Included in this class is SouthWare standard graphical forms, editing existing graphical forms, and adding your logo to reports.  It is recommended that you take the Forms Adapter class first or have a working knowledge of Forms Adapter.

System Admin (Managing Security) – Learn how to set up your SouthWare system. Create and maintain operators, workstations, printers, and monitoring tools.  It is recommended that you take the System Admin (managing users) class first or have a working knowledge of SouthWare administrative functions.

System Admin (Managing Users) - How to set up new users, maintain existing user logins, operator codes, security levels, and monitoring.

ImportMate - Learn how to use SouthWare’s ImportMate which allows you to create or update SouthWare data files from files outside of SouthWare.   Learn how to specify the type of file you will be bringing in to update and give SouthWare a template for each field to come into the file.  Learn to bring in data from vendors, perform mass updates of current data, and other useful tools.

Extended Data - Learn how to seamlessly integrate your existing SouthWare system with Extended Data, which allows you to add new data fields to master and transaction files without custom programming, create your own sales period history, create your own standalone databases with related Extended Data records. XD fields can also calculate values, auto-import values and automatically print on forms, and add lookup fields to SouthWare standard <F3> options.


Service Management Classes:

Service Order Processing - Daily tasks performed by the service techs and the service manager.   Including: scheduling service orders, tracking parts inventory, tracking service techs time, invoicing, and warranty tracking.

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