SouthWare Introduces Some Hot New Features!

This year, SouthWare is rolling out some amazing new features, including new live portals, increased functionality and capabilities in NetLink, PCI DSS-compliant options and more! See below for a list of the features, as well as a description of what's new, what's changed and what's been improved upon. If you think you're ready to upgrade your system to experience a whole new world of functionality, efficiency and productivity, contact Opus today at (770) 448-1456 or This email address is being protected from spambots. You need JavaScript enabled to view it. !

Increased Payroll and Tax Reporting Functionality

• PR can now generate AP transactions for PR taxes, employer expenses and standard deductions
• Users can now generate a W2 workfile and print a single W2, available through a new PR menu.
• A New Hire Report has been added to the menu that can be used when filling your 941 Report and required only if you have employees who meet the qualifications to receive the New Hire tax incentive.

Improved Dispatch Portal and Dispatch Board

Service scheduling and technician assignments can now be handled easily in a drag/drop scheduler board that runs in a web browser.  This powerful browser-based service scheduler is targeted to dispatchers and service managers to allow you to make better scheduling decisions. The scheduler board is integrated as a tab within a Dispatch Portal. This includes: intuitive viewing and editing of scheduled SouthWare service orders via a web browser, seeing services work and calendars from multiple views, complete fast reassignments and rescheduling using your mouse or keyboard and viewing efficient summary views with instant access to details via the popup tool tip box. Users can easily view all service orders by technician, territory and location and use the light box to modify the dates/times or technician assigned to the service order.

Dispatch Portal

Dispatch Board

Increased Delivery Subsystem Functionality

If the Delivery Subsystem is turned on in the IS control record, users can:

• Print invoices for a single Route ID
• Enter delivery dates when filling backorders
• Update delivery record dates with the current date in receivings
• Validate the delivery route for customers

Advanced NetLink Capabilities

• You now have the ability to require on-demand NetLink logins that require the user to login before accessing the page, increasing security.
• NetLink now has a new Background Server for sending E-Launch e-mails. This new server sends pre-defined e-mails from NetLink. The background server executes the E-Launch IDs from the NL background pending transaction file and then sends them to a history file. The new NetLink Server Manager is also available for viewing pending and processed transactions.
• As a current CMSS subscriber, you can now get a free internal-use NetLink! You’d love to access your SouthWare Live Portals from any browser, anywhere. You really want the NetLink Handheld applications for your service techs and inventory staff. With CMSS, you can now have this capability for your internal personnel via web-enabled cell phones, handheld devices/scanners with web capabilities and any computer that has access to the internet.

Other Live Portals

• The Sales Manager Portal and the People Portal now have the ability to list prospects.
• The new Technician Portal displays service orders for technicians.
• The Customer Overview Portal and Salesperson Portal now have new report options for customer aging.
• The Customer View Portal now has the ability to open each menu item in separate tabs.
• Users can now review and add notes to key transaction files in all live portals.
• Users can now view and add warning notes for all relationship types in all live portals.

Customer View Portal

 

Service Technician Portal

Handheld Device Support

The Inventory Admin Portal will help you setup your users for Pick/Ship and physical inventory scanning they will perform. Warehouse workers can now use handheld devices with browser capabilities to enter/scan item numbers, get alerts and warnings, enter batch IDs, enter and scan SIDs, log errors and activity, review counts for items, scan tracking numbers and serial numbers and receive the latest SouthWare updates. When you are scanning pick/ship items with a handheld scanner you may now default the quantity to "1" and have the program accumulate the quantities scanned.  This minimizes the need for any entry of quantities on the handheld unit and reduces errors.

Your order processing people and warehouse workers can now scan, record, and review the items they pick and ship for orders via any browser-based handheld device. Workers can list assigned S/Os, add parts, service and text, finish and update statuses, list and review equipment, review S/O history for customers, review S/O totals and view the current S/Os. The Order Picking/Shipping feature is packaged as a NetLink-enabled application.

The Pick/Ship Admin Portal will help you setup your users for the type of scanning they will perform. In the Pick/Ship Admin portal you can view logging activity for individual users or for all users.

Your service technicians can now review and update their service orders using phones, PDAs, or other internet-enabled handheld devices.  While they are out of the office they have instant access to current service order assignments and all related information via the browser on their handheld device.  This offers a safe, secure, easy-to-use way for your technicians to access all the info they need to do their job.  It also allows them to instantly and accurately record the parts and labor they use on each assignment. The Remote Service Tech feature is packaged as a NetLink-enabled application.

 

Your warehouse workers can now record physical counts of inventory via any browser-based handheld device. The Physical Counts feature is packaged as a NetLink-enabled application.

Your order processing people and warehouse workers can now scan, record, and review the items they pick and ship for orders via any browser-based handheld device. As they process each picking ticket, they can scan or enter the items to update SouthWare’s Picking/Shipping subsystem.

TaskWise

SouthWare's TaskWise module interfaces with e-mails, contacts, tasks and appointments. This new administrator portal makes administering the interface much easier. The portal brings together all the pieces of the TaskWise Outlook interface into one portal so you can easily administer the options.

SouthWare's TaskWise module can monitor Outlook mailboxes and create tasks for each e-mail in those mailboxes. This allows you to easily archive e-mail sent from your company and also automatically create tasks for certain e-mails. SouthWare's TaskWise module can automatically create contacts, tasks, and appointments in Outlook from TaskWise contacts and tasks. Users can now view and add contact notes from Live Portals.

 

 

New Collections Live Portal

With the Collections Live Portal, you can quickly identify the customers that need collection attention based on alerts, scheduled calls, past due commitments, past due balances, etc. You can then zoom to the Customer Collection Portal to research and record your collection follow-up efforts.

The Collections Live Portal is designed for use within the SouthWare web browser so that you can utilize all the related functionality of SouthWare. You get access to the following standard functions:

• Multiple lists of customers based on various collection-related factors
• Customer Collection Portal view which includes:
  • Customer address/contact info
  • Current account status
  • Info from last collection call
• One click options to:
  • E-mail a statement
  • E-mail selected past due or current invoices
  • Change customer credit limit/rating
  • E-mail an aging report
  • Access payment entry to accept credit card or other payment
• Detailed interactive views/entry for the customer info:
  • Open items - the list highlights past due items
  • Open collection alerts
  • Adding a task
  • Collection Tasks
  • Recent Activity

Increased NetLink User Control

NetLink now allows further control over user accounts. E-mails can be stored for NetLink requestors, and NetLink will now send a password reset link to stored e-mails if an employee, customer or vendor’s password is forgotten. NetLink will also now allow you to set up password requirements in order to increase security, safety and protection. You can also choose to lockout accounts for a specified number of minutes after 4 invalid login attempts.