The Service Order Close Portal creates a central point to see open service orders, review status, edit and close service order for billing.
This is a great tool to stay on top of billable services and minimize time to cash for service billings.
The Cash Flow Bank Deposits feature enables you to accurately record the date when cash or checks received from customers are deposited into a bank account. This is helpful in bank reconciliation because you can control when a payment is considered “deposited” regardless of the date you received the payment. For example, if you receive payments on Friday that do not get deposited until Monday, you can specify the cash/check deposit to be a Monday deposit.
The PO Planner Portal allows you to make PO buying decisions with integrated access to all the related info available in the system. You may review inventory items that need to be purchased and interactively edit the suggested quantities in the PO work file. As you work you see the estimated total cost amount for items purchased and you may zoom to the details of past purchases, sales trends, and other info to help you make good buying decisions.
The PO Approval Portal allows you to easily review and change the approval status of purchase orders.
This portal shows pending POs and allows approval/rejection. It also shows rejected POs that have not been canceled and allows you to return them to pending status for further review.
Easily upload files to your SouthWare server as Note Attachments!
With this feature you may take any file accessible from your local computer and make it available as an attachment that will be available to other SouthWare users. Image snapshots, PDF files, spreadsheets, documents, etc., on your computer can now be instantly attached to related SouthWare records.
Service Orders now has the ability to process and maintain multiple payments of the same type in the same day.
The Service order system now creates all payments in a linked sales order. This is to ensure that we have history of payment dates and amounts. Changes to the Mobile Table have been added to support multiple payments of the same type.
There is a new option in the QuickScreen Menu that will allow an operator to define and see just their favorite icons.
The CRM Portal now displays a task calendar to display tasks due for today and the week, month, year. The calendar has drag and drop reschedule and many other features.
The posting registers produced by each SouthWare posting process provide an audit trail of the updated data. We have a “Posting Register Portal”. In this portal you may choose to activate logging of registers and to automate several features of the posting:
The SouthWare Remote Sales Portal provides an integrated user environment for sales and customer service users who are connecting to SouthWare via a Tablet. All major Tablets are supported – including Apple iPad, Android and Windows. This new features expands SouthWare tablet offering which already includes Remote Tech and Executive reporting.
Write something about yourself. No need to be fancy, just an overview.