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News

Subareas now available to print notes on select sf forms

6/30/2017

0 Comments

 
This new feature provides Subareas to print SouthWare notes on selected SF Forms. These subareas offer flexible width and the option to select a specific note category. 

FlowPoints are also available so that you may use WorkFlow FlowMods to conditionally control whether a subarea prints on a form. This gives you the option to define multiple notes subareas and conditionally print only the ones that apply in a given situation.
​
The forms that support this feature are:
  • Sales Order Picking Ticket
  • Order Acknowledgement
  • Invoice
  • Quote
  • Service Order
  • Service Order Picking Ticket
  • Purchase Order
ability_to_print_notes_on_select_sf_forms.pdf
File Size: 436 kb
File Type: pdf
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ability to define multiple nl control records

6/30/2017

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The NetLink Control Record contains configuration information such as directories, URLs, security features, etc for using NetLink within a company.  There may be situations where you want to use an alternate configuration, such as when you have both internal users and external users and want them to use different directories or URLs.  This feature allows you to define and use multiple NetLink control record definitions for the same company data files.
Picture
define_multiple_nl_control_records.pdf
File Size: 494 kb
File Type: pdf
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new standard bill of materials pricing option

5/31/2017

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In Standard Bill of Materials maintenance (IS0713) a new option will allow you to skip entry of the price of a miscellaneous stock item (stock number begins with a *) in order to use standard SW pricing. 
​
During Order Entry, the stock price will be used if one exists.  If not, you will be prompted to enter the price.
0 Comments

Mapping for service order dispatching

2/28/2017

0 Comments

 
The SouthWare service scheduling portal now provides the optional ability to display MapQuest maps of service order locations and mobile technician locations. This function utilizes the MapQuest online service and requires a valid MapQuest Consumer Key. When you activate this feature the Service Scheduler portal displays a "Mapping" tab. When you choose this tab, a map will display with icons showing the locations of service orders and icon showing the last GPS position reported for each technician.
mapping_for_service_order_dispatching.pdf
File Size: 1489 kb
File Type: pdf
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0 Comments

mobile technician time tracking

2/28/2017

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Now your service technicians can record time events throughout the work day accounting for time spent on service work, travel, meals, etc.  The Time Tracking feature also provides:
  • Ability to specify multiple techs working on the same service order allowing time recording for all the related techs from a single portal
  • An option to automatically generate service order line items to account for technician labor cost on each service order (see related feature description)
  • Ability for management to review current and past time tracking data for each tech
mobile_technician_time_tracking.pdf
File Size: 662 kb
File Type: pdf
Download File

0 Comments

technician manager portal

2/28/2017

0 Comments

 
With this portal a manager may quickly and efficiently review the info available for service technicians.  This info includes:
  • Current working schedule
  • Time Tracking data (optional)
  • Current day schedule and tech position (optional)
  • GPS tracking for today and previous days (optional)


Picture
technicial_manager_portal.pdf
File Size: 1006 kb
File Type: pdf
Download File

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  • SouthWare
  • Events
    • 2025 Aptean Unite Conference
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    • 2023 Aptean Cloud Expo
    • 2022 Conference Resources
    • 2021 Conference Resources
    • 2020 Conference Review
    • 2019 User Conference Review
    • 2018 User Conference Review
  • Resources
    • Today's Tip - Price Overrides
    • Genius Quick Tips
    • SouthWare Onboarding
    • StayCurrent
    • Solutions >
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      • AvaTax by Avalara
      • EazyStock
      • Aptean CRM
      • Aris Power BI
      • BTM MMS - Manufacturing
      • OpusScan
      • StarShip
      • Warehouse Tracking
      • TaskWise
    • Webcast Videos
    • Year End Processing
    • Service Status Pages
  • About & Contact