Welcome to the Haruspex Blog

June's User Group is Happening Soon!!

rachel@haruspex.com (Rachel Riotte) — Thu, 24 May 2012 05:00:00 +0000

Be sure to sign up and attend.

Our June User Group is almost here - check out the dates in your local area:

13th - Tampa

20th - Jacksonville

27th - Panama City

Our User Groups are a great way to network with other SouthWare users, get a "sneak peek" of new features that will be released, learn a few tips and tricks, and provide your feedback and comments on how you use SouthWare. Don't miss this opportunity!!

Collection Portal Features

rachel@haruspex.com (Rachel Riotte) — Tue, 22 May 2012 05:00:00 +0000

The Collections Portal has a great list of features to help you keep track of your collections efforts. Here's a brief features* list:

List Customers with Past Due Balances, providing balance, past due amount and contact data.

List Customer specific invoices and collection notes.

Access Customer data details.

Review open items.

Record call notes.

Create a new Collections task.

Track Collection tasks, alerts and other recent activity.

Email A/R Statement, Invoices, and A/R Aging report.

Record a payment.

*The TaskWise module is required for the Collections Portal.

New Collections Portal

rachel@haruspex.com (Rachel Riotte) — Thu, 17 May 2012 05:00:00 +0000

Have you checked out the New Collections Portal in SouthWare? The Collections Portal will assist you by quickly identifying your Customers that need collection attention based on past due balances, past due commitments, scheduled tasks, etc. You can then zoom to the Customer Collection Portal to research and record your collection follow-up efforts. If you haven't heard about it, but want to see a demo, just give us a call.

Report for Stock Item by Open Work Order

rachel@haruspex.com (Rachel Riotte) — Tue, 15 May 2012 05:00:00 +0000

The Inventory Manager portal now includes a stock item report by open work orders. Choose your specific stock item. Under Views / Activity got to Open items. Select Work Orders to view open items. Drill down to your specific work order for more information.

Additionally, the Assembly / WO tab under the Inventory Manager's main page has been updated. There is more detailed information for assemble for, quantity and unit cost under a specific work order's detail.

Stock Keyword Search Box

rachel@haruspex.com (Rachel Riotte) — Thu, 10 May 2012 05:00:00 +0000

Did you know??? Here's a quick tip to make your stock search easier. The keyword search box on the Inventory Manager or Order Entry portal allows you to enter a partial stock number or stock description. If you don't know the specific stock number, don't panic -- just use the keyword search. This field will search through the stock number field and the 3 lines of the stock description for a specific word or number.

New Report for Stock Item by Open PO

rachel@haruspex.com (Rachel Riotte) — Tue, 08 May 2012 05:00:00 +0000

The Inventory Manager web portal now includes a report for stock items by purchase order. Enter your stock number or description in the search box. Go to that specific stock item by clicking on the green arrow. Under Open items, there is a new report by Purchase Order. Choose your specific PO from the grid list to drill down for more information.

New Inventory Manager Tools

rachel@haruspex.com (Rachel Riotte) — Thu, 03 May 2012 05:00:00 +0000

SouthWare has updated several features on the Inventory Manager web portal. There is now a PTD Sales Trend report for stock items. This lists the stock number, category, stock description, current sales for the last three periods and a year to date sales total. It's a great report to track individual stock items. Be sure to check it out.

Easy Viewing of Customer Documents

rachel@haruspex.com (Rachel Riotte) — Tue, 01 May 2012 05:00:00 +0000

You can now view Customer orders, service orders, invoices or AR statement as pdf documents from the customer web portal. Choose the customer you need to review. From their main webpage, you can view their AR statement. Under the View / Activity section (left column) you can click on the orders, service orders or history / invoices links. A grid listing will show all the available documents. Choose your specific document. A pdf document link is now listed on the screen. You can now view the document while you talk to your customer.

May's Class Schedule for SouthWare Training

rachel@haruspex.com (Rachel Riotte) — Tue, 01 May 2012 05:00:00 +0000

Our classes are a great way to learn how to effectively use your SouthWare system.

May's classes:

3rd - Purchasing and Receiving

10th - Introduction to ReportMate and FYI Reporting

17th - ReportMate Intermediate

24th - Creating GL Financial Statements

31st - Inventory Control

Be sure to check out our entire class schedule. Classes are FREE if you have a current customer support contract with us!!

Email a Customer Document

rachel@haruspex.com (Rachel Riotte) — Thu, 26 Apr 2012 05:00:00 +0000

Want to email a document from the customer record? You can. Just go to the specific customer record in the web portal screens. Click on the "Launch the E-Mail" link. From here, you can send a current AR Statement, an AR Aging Report, Past Due Invoices or a Customer Price List. This document will be attached as a pdf document to the email message. Be sure to have your Outlook Mail program open already. If you have an email address in the customer record, that information will be included. If no email address, you can type one in. It's quick and easy to do.