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SouthWare Onboarding

The SouthWare Onboarding page is your initial resource to learn about your Aptean SouthWare ERP.  Please use the assets below as part of your process to learn the tools and processes of your new role.  ​

Aptean SouthWare ERP: A Legacy of Innovation and Reliability
For over 40 years, Aptean SouthWare ERP has been continuously developed to meet the evolving needs of businesses. Initially designed for the Linux operating system to ensure enterprise-level stability and processing power, it has since transitioned to the Microsoft Windows Server platform, which is now preferred by most businesses. Today, the majority of SouthWare users and future developments are based on the Microsoft Windows platform.

Building the Future with AI and the Aptean Cloud
Aptean is deeply committed to SouthWare, and with the integration of AI and the Aptean Cloud, we are building a new future on a trusted path.

Comprehensive Multi-Platform Solution
SouthWare offers a robust multi-platform solution with over 40 modules and integrated solutions, including:
  • Distribution: Inventory management, sales management, and inventory purchasing modules
  • Service Management: Service orders, equipment servicing and contract management
  • Financial Management and Accounting General Ledger, payables and receivables
  • Executive Reporting and Analysis
  • And much more

Powerful and User-Friendly
Aptean SouthWare products are designed to be both simple and powerful, capable of handling your most challenging accounting needs. Beyond traditional accounting, SouthWare provides innovative tools to help you make better decisions, promote quality and excellence, and plan for success. It offers a single source of truth within your complex business processes.

Flexibility and Maturity
From the beginning, SouthWare has focused on key solution anchors to deliver maximum value, including flexibility and deep functionality. SouthWare’s flexibility allows for customization to meet your unique needs while maintaining compatibility with future upgrades. Powerful tools like Forms Adapter, Extended Data, and WorkFlow enable you to modify screens, customize forms, add new data fields, and incorporate your custom business rules and processes. These personalizations are seamlessly applied to new updates.

A Mature and Evolving Solution
SouthWare is one of the most mature business software solutions available. We have continuously incorporated new technology into each revision without rewriting the software from scratch, providing you with a solution that has deep functionality developed over many years.

Join Us on This Journey
We are excited to embark on this journey with you. Take advantage of our training resources, including videos, webcasts, education conferences, individualized online instruction, and onsite training. Understanding the how and why of SouthWare will help you appreciate its significant value for your business.

Getting Started
To begin, obtain your login credentials, set up your SouthWare access with the optimal display settings and screen size, confirm connectivity with printers, emails, web portals, and necessary third-party solutions, and start with the beginner boot camp training sessions.

​Remember, we are always here to help.
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Recommended Steps for New Employee Onboarding:
  1. Acquire user login credentials for your SouthWare ERP from your company.
  2. Acquire PC and shortcut link to access your SouthWare ERP from your company.
  3. Watch SouthWare videos including our New User Boot Camp videos below.
  4. Review your SouthWare process documentation for your specific roll provided by your company.
  5. Request additional training as needed from your Aptean Account Manager or SouthWare solution partner.

SouthWare Flexibility

SouthWare users agree that flexibility is the Killer App of SouthWare.  We want to show you the flexibility in SouthWare and how to access this and impower you to do more with your SouthWare solution.

Boot Camp - Menus, Portals, and Navigation

The Boot Camp video series is a thorough overview of the basic functions and features in SouthWare  The videos will teach you how these features are configured and accessed by users like you.  Hopefully, this video will answer many of your SouthWare questions.  
Presentation Slides (PDF)
BOOTCAMP BOOKLET (PDF)
SouthWare Cheat Sheet

Boot Camp - Security, Data Entry, Grids, and Searches

Boot Camp - Inquires and Advanced Functions

SouthWare Portals

SouthWare Portals video is a great overview of the power and possibilities with SouthWare Web Portals interface.

SouthWare Security

SouthWare Security video introduces you to some of the deeper user security features in SouthWare.

For additional resources on SouthWare please review the Events and Solutions menu options above and the Webcast Videos page.

The SouthWare Partner Alliance (SPA) is the premier association of SouthWare Solution Partners - providing SouthWare Solutions, Technology, Training and Support Services. For more information about the SouthWare Partner Alliance or the Southware User Conference, please contact your SouthWare partner.
SouthWare Partner Alliance
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  • AppCentral
  • SouthWare
  • Events
    • 2025 Aptean UNITE Conference Review
    • 2024 Aptean User Conference Review
    • Past Events >
      • 2023 Aptean User Conference Review
      • 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 >
      • AvaTax by Avalara
      • EazyStock
      • Aptean CRM
      • Aris Power BI
      • SouthWare Manufacturing (BTM MMS)
      • OpusScan
      • StarShip
      • Warehouse Tracking
      • TaskWise
    • Webcast Videos
    • Year End Processing >
      • SouthWare Year-End Video
    • Service Status Pages
    • About & Contact