Successware Training Dates Get the Most Out of Successware

Online Training Classes for

June and July

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. See below for the classes we will be offering in June and July.

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

Register today

Setting Up Inventory

Date: Tuesday, June 8

Time: 2 – 3:30 p.m. EST

Cost: $149

In this one-session 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 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. Click HERE to register.

Processing Inventory

Date: Wednesday, June 9 – Thursday, June 10

Time: 2 – 3:30 p.m. EST

Cost: $249

This two-session 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. Click HERE to register.

Customer Service Essentials

Date: Wednesday, June 23 – Thursday, June 24

Time: 2 – 3:30 p.m. EST

Cost: $249

This two-session class is meant to cover the ins and outs of Call Taking and Dispatch in Successware. The course is intended for beginner to intermediate users and will include a detailed overview of the call taking/job creation on Day 1.

The second session will cover “everything dispatch” as we review the Call Center and all its functions, including tech dispatching, job continuing and rescheduling, and more. This class also includes the setup of key reference library tables used in Call Taking and the Call Center and is the perfect class for a new CSR or an experienced user who wants to hone their skills. Click HERE to register.

Managing Equipment & Warranties

Date: Wednesday, July 14

Time: 2 – 3:30 p.m. EST

Cost: $149

This one-day session will provide instruction on the creation and maintenance of equipment and warranty records. The class will also include attachment of equipment to invoices in order to maintain equipment history, and charging to both in-house and third-party warranties. We will also review several reports concerning equipment and warranties. Click HERE to register.

The Successware Account Register

Date: Thursday, July 15

Time: 2 – 3:30 p.m. EST

Cost: $149

Do you need help identifying the essentials of properly processing and maintaining your register accounts? Then you should consider taking this class! This 90-minute session reviews the process of reconciling your cash box, bank, and credit card accounts, as well as making deposits of reconciled funds into your bank accounts.

We will also identify the procedures to follow when deposits or reconciliations need to be reversed or edited. Other topics to be covered include the recording of insufficient fund checks, the correction of incorrect check numbers, and recording miscellaneous payments made from bank and credit card accounts. Click HERE to register.

Setting Up & Processing Payroll Using a Payroll Service

Dates: Tuesday, July 20 – Thursday, July 22

Time: 2 – 3:30 p.m. EST

Cost: $299

This three-session class will offer extensive coverage of the standard setup and basic processing steps of Successware payroll for companies using a Payroll Service. This will include coverage for the payment of hourly and salaried employees, as well as the recording of commissions and other wages, such as bonuses or on-call pay. Click HERE to register.

Accounts Receivable Overview and Processing

Dates: Wednesday, July 28 – Thursday, July 29

Time: 2 – 3:30 p.m. EST

Cost: $249

This class is ideal for those relatively new to Accounts Receivable (AR) processing in Successware, as well as those experienced users looking for methods of handling those “one-off” situations that arise. We will cover everything from the basics of AR, such as using Receivables Manager and recording and allocating payments, to more in-depth topics like customer refunds, recording NSF checks, and much more. Click HERE to register.

Click HERE to register

NOTE: We will contact you via email after receiving your registration information, generally within one business day.

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