Successware Training Dates Get the Most Out of Successware

Online Training Classes

We are pleased to offer exclusive online training classes to our customers to provide you with the opportunity to learn valuable skills, tips and tricks, and information regarding Successware.

Attendance is limited, and spots are awarded on a first-come, first-served basis.

Setting Up Inventory

Date: December 7th, 2022

Time: 2 – 3:30 p.m. EST

Cost: $149

In this one-sessionSetting Up Inventory class, we will examine the general ledger accounts, expense types, and adjustment codes that are used for inventory processing. We will set up material and equipment items to be tracked via the inventory module. We will create warehouse locations for inventory, including the setup of trucks as warehouses, and also create stock lists for the different warehouses. We will also examine the complete process for activation of inventory, including setting a count date, performing a physical count, and activating the general ledger posting.

Processing Inventory

Date: December 14th & 15th, 2022

Time: 2 – 3:30 p.m. EST

Cost: $249

Our Processing Inventory class offers an extensive overview of processes related to the daily processing of Inventory in Successware. The class is intended for users who have already completed inventory setup and are looking for detailed instruction in its daily maintenance and use. The class will cover the processes involved with “moving” items around in the system, as well as a number of special situations such as error correction, vendor refunds, and automated purchasing and restocking.

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