Successware Training Dates Get the Most Out of Successware

Successware Classic Online Training Schedule for 2024

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 Classic.

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

Customer Service Essentials

Date: Wednesday, June 5 – Thursday, June 6, 2024

Time: 2 – 3:30 p.m. EST

Cost: $249

Our Customer Service Essentials class is meant to cover the ins and outs of call-taking and Dispatch in Successware. The course is intended for beginners to intermediate users and will include a detailed overview of 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.

Setting Up Inventory

Date: Wednesday, July 10, 2024

Time: 2 – 3:30 p.m. EST

Cost: $149

In this one-session Setting Up Inventory class, we will examine the general ledger accounts, expense types and adjustment codes that are used for inventory processing. We will setup 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.

Processing Inventory

Date: Wednesday, July 17 – Thursday, July 18, 2024

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.

Successware Pricebook

Date: Wednesday, August 7 – Thursday, August 8, 2024

Time: 2-3:30 p.m. EST

Cost: $249

The Pricebook is a list of EVERYTHING your company sells, purchases, and pays for. In it, you will organize items based on how you want to search for them and how they should affect the general ledger. In this two-session class, you will learn about the role played by the Pricebook in controlling accounting flow, as well as in the creation of customer invoices, purchasing, accounts payable, and more! We will begin with an overview of Sale and Expense types and the “pointers,” which tell Successware where the items you buy and sell should post as revenue and expense in the general ledger. You will then learn to attach these “pointers” to the items in your Pricebook. You will learn to add part, labor, and miscellaneous items which can be used in time and material billings, as well as serve as the detail when building flat rate tasks. You will learn to build and modify flat rate tasks in the Pricebook and learn how the detail in your tasks is used when job costing and running reports. You will learn to add overhead items, which will serve as detail on AP invoices and allow you to run detailed reports on where your company is spending its “overhead” funds. Finally, you will learn to search for and use the Pricebook items created as a line item on Customer and Vendor Invoices as well as Purchase Orders. A review of the resulting general ledger audit trail will follow each example.

Accounts Payable Overview & Processing

Date: Wednesday, September 18 – Thursday, September 19, 2024

Time: 2-3:30 p.m. EST

Cost: $249

This class is ideal for those relatively new to Accounts Payable (AP) processing in Successware, as well as for experienced users looking for methods of handling the “special situations” that arise. On day one we will cover the basics of AP, including the use of the Payable Manager and the addition of new vendors. On day two, we will move to more in-depth topics such as vendor refunds, voiding payments, and more.

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

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  1. The New Successware Platform
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    • See how it works: See our business software solutions in action and explore features and integrations available for your industry.
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    • It’s convenient: We’ll work with your schedule to find the time that works best for you.