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Online Training for September & October

Learn more about the Successware21 Platform.

We offer online training classes each month to ensure you can learn what you need to know – from anywhere.

We have helpful classes available in September and October. See below for details. Remember, attendance is limited and spots are awarded on a first-come, first-served basis – so register now!

Accounts Receivable Overview and Processing

  • Dates: Wednesday & Thursday, September 9 & 10
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

This class is ideal for those relatively new to Accounts Receivable (AR) processing in Successware®21 as well as those experienced users looking for methods of handling those “special situations” that arise. We will cover everything from the basics of AR (such as using the 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.

The SuccessWare®21 Pricebook

  • Dates:Wednesday & Thursday, September 23 & 24
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

Our two-session class introduces you to 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 begin with an overview of Sale and Expense types, the “pointers” which tell Successware®21 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. Finally, we'll show you how to add parts, labor, and miscellaneous items. Click HERE to register.

Customer Service Essentials

  • Dates: Wednesday & Thursday, October 7 & 8
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

This class includes everything you need to know about call taking and dispatch in Successware. The first day of class covers call taking and job creation while the second encompasses the call center and all its functions. This class is perfect for a new customer service representative (CSR) or an experienced user who wants to hone their skills. Click HERE to register.

Setting Up Inventory

  • Date: Tuesday, October 13
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

This 90-minute session examines general ledger accounts, expense types and adjustment codes that are used for inventory processing. Class activities include setting up material and equipment items to be tracked via the inventory module; creating warehouse locations for inventory; and creating stock lists for the different warehouses. If you are responsible for the setup and implementation of the inventory process in Successware, this class is for you. Click HERE to register.

Processing Inventory

  • Dates: Wednesday & Thursday, October 14 & 15
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

If you are looking for an extensive overview of the methods related to the daily processing of Inventory in Successware, you should definitely consider signing-up for this course. We will cover how to move items around in the system as well as error correction, vendor refunds, and automated purchasing/restocking. The class is intended for users who have already completed the Inventory Setup session. Click HERE to register.

SPECIAL OFFER!

Sign-up for the Setting Up Inventory and Processing Inventory classes to receive a special discounted rate of just $299 for both - a savings of $99! Register today!

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

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