SouthWare 2025 Feature Reveal and Customer Update
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Please review the important information in our SouthWare 2025 Feature Reveal and Customer Update webcast.
We’re excited to update you on all that's new:
Original Webcast: May 29, 2025 |
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The Future of SouthWare - SouthWare 17 is Here!
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Explore Aptean's investment in SouthWare and how with SouthWare 17 and the Aptean Cloud we are building a new future on a trusted path.
Learn about other enhancements including:
SouthWare 17 is an exciting new platform release with valuable enhancements to keep you competitive and relevant while you focus on business growth and customer satisfaction... let's talk about what it will take to get you there. Original Webcast: May 9, 2024 |
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Better inventory management for SouthWare with EazyStock
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Learn how EazyStock enhances the inventory management capabilities of SouthWare. You’ll see the benefits of inventory optimization and get a look at the user-friendly software.
EazyStock helps small and mid-sized businesses:
Original Webcast: May 22, 2024 |
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Get Ready for SouthWare 17 Webcast
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Watch webcast recording now to get your first look at this exciting new platform release.
SouthWare 17 is packed with tangible enhancements that will benefit your business – things like inventory updates, tax changes, accounting and shipping functionality, and more. Original Webcast: January 17, 2024 |
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SouthWare Revivify 2023 Webinar
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Explorer how to improve your data and systems security, business efficiency and future business potential on this business revitalization webinar.
Original Webcast: March 2, 2023 |
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SouthWare Year-End Webinar
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Be sure to watch this informative webinar including product news and a refresher on year-end best practices and procedures. We'll cover all of this and more:
Original Webcast: December 25, 2022 |
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Aptean CRM Introduction
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See how Aptean CRM integrates with SouthWare and can help power your sales & marketing efforts.
Original Webcast: September 22, 2022 |
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EASend Emailing Features Review
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See the NEW EASend and other great emailing features in Aptean SouthWare.
Original Webcast: July 21, 2022 |
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Credit Card Interface Review
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Increase your AR Collections velocity with direct Credit Card processing with Aptean SouthWare.
Original Webcast: April 14, 2022 |
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Customer Solution Update
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See a review of new features for Aptean SouthWare.
Original Webcast: January 10, 2022 |
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Save Time with QuickScreens Portals
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Learn about the power of the Aptean SouthWare QuickScreens Portals.
Original Webcast: January 10, 2022 |
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Optimized Inventory Management for SouthWare with EasyStock
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This webinar by EazyStock is tailored to Southware users interested in learning more about EazyStock's inventory optimization solution and how it can enhance the inventory capabilities of Southware.
In the session, we also give some tips on overcoming the main challenges arising from supply chain disruptions and how EazyStock can help address each including: EazyStock helps wholesalers, distributors, manufacturers and retailers achieve better inventory results and lower costs. Our powerful tool has an intuitive GUI that lets you:
EazyStock was proud to be a sponsor at the 2021 Digital Southware User Conference hosted by the Southware Partner Alliance. |
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Original Webcast: November 17, 2021 at 2PM ET
- FREE Webinar! Click Below to WATCH Video Now!
- https://info.eazystock.com/on-demand-webinar-optimized-inventory-management-for-southware-with-eazystock
SPA + Avalara Present: What tax-exempt sellers need to know to manage tax compliance & reduce audit risk
Original Webcast: November 10, 2021 at 2PM ET
- FREE Webinar! Click Below to WATCH Video Now!
- https://avalara.zoom.us/rec/share/sTjvltPpH6J9crp7iz6rMZB5FRpQr8M2X5MYYLURmDktjg8jJ8hPHG5SeJnEe8QX.1C1WNCxgbAS9WeYq
SPA + Avalara Present: Sales Tax Compliance is Getting Ridiculous!
Sales tax compliance has gotten infinitely more complex since the 2018 Supreme Court ruling: South Dakota vs. Wayfair. With the introduction of Economic Nexus, more sellers are on the hook for paying sales tax than ever before. And even if you have exempt sales, that doesn’t mean you are exempt from sales tax compliance.
Join this webinar - Sales tax compliance is getting ridiculous! - with SPA's sales tax partner, Avalara, to learn more about all of the ways that sales tax compliance is getting more complex and what you can do to get a handle on it. We'll also help you gain an understanding of how to automate this requirement within SouthWare by Timesavers.
Original Webcast: July 29, 2021 at 2PM ET
Join this webinar - Sales tax compliance is getting ridiculous! - with SPA's sales tax partner, Avalara, to learn more about all of the ways that sales tax compliance is getting more complex and what you can do to get a handle on it. We'll also help you gain an understanding of how to automate this requirement within SouthWare by Timesavers.
Original Webcast: July 29, 2021 at 2PM ET
- FREE Webinar! Click Below to WATCH Video Now!
- https://avalara.zoom.us/webinar/register/WN_-i7tgXNlRJ-wiOXlzvXIJA
Assemblies vs. Standard Bills - A Production Challenge
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Learn the difference, benefits and strategies of Assemblies and Standard Bills in Southware.
Original Webcast: May 13, 2021 at 2PM ET 
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Microsoft Power BI for SouthWare - The Crystal Ball for your Business!
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Learn how you can use Microsoft Power BI to see your business from every angle and make solid decisions with solid knowledge. Learn about how to drill deep into your numbers and uncover hidden business problems and opportunities.
New Service Management Views now available in 2021. Original Webcast: April 22, 2021 at 2PM ET |
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Live Portal Quickscreens - Bring your whole business into view!
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Do you have complicated business processes to get under control?
Do you need information faster? his session will cover the out-of-the-box portals available and review some of the custom functionality, built for clients like you, to handle specific business challenges. Original Webcast: March 4, 2021 at 2PM ET
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Avalara: The Five Steps to Managing Sales Tax
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The essential steps every business should take to achieve end-to-end sales tax compliance.
Understanding the ins and outs of sales tax compliance can be tricky for even the savviest business, but getting it right is crucial for success. Knowing where you need to collect tax, collecting the correct amounts, and properly documenting exempt sales are all key stages of the sales tax process. However, some steps get overlooked or handled incorrectly, leaving businesses exposed to potential penalties and fees in the case of an audit. Watch our webinar, “5 Steps to Managing Sales Tax” from our partner Avalara and learn about the:
Original Webcast: September 23, 2020 at 2PM ET |
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Introducing EazyStock: Enhancing SouthWare with Inventory Optimization
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You received a brief preview of EazyStock’s inventory optimization solution at the 2020 Digital User Conference – now learn how EazyStock fills the gaps in your SouthWare ERP inventory management when the solutions are connected.
Watch this video for a deep dive into EazyStock to discover the full benefits of inventory optimization. We’ll walk you through the software, highlighting features such as our dynamic item classification, recommended purchase orders, risk-of-run-out stock report and more. Plus, with the pre-built connector to SouthWare, it's a cinch to get up and running. Your inventory management deserves more than min/max. Original Webcast: September 17, 2020 at 2PM ET |
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Sales Order Automation with TrueCommerce
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Your clients are increasingly reliant upon the organizations that make up their supply chain. They may be utilizing multiple solutions from different companies, and trying to figure out the optimum way to have them all work together. TrueCommerce helps integrate everything from EDI, to digital storefronts, marketplaces, and more.
Join us for this webinar to learn how your clients can grow their business and become more efficient through the use of sales order automation and increased connectivity. Original Webcast: September 15, 2020 at 2PM ET |
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Check Your Vitals - Red Flag Reporting with Monitors
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In this webinar, we will be covering the new Monitors module in Southware. This is their first iOS and Android native application - that now comes FREE with your current CMSS maintenance contract.. In this session you will learn:
Original Webcast: August 13, 2020 at 2PM ET |
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Empowering Field Service Techs: using Mobile Technology
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Learn how your techs in the field can be more efficient with the mobile tech tablet app. This webinar will cover:
Original Webcast: July 16, 2020 at 2PM ET |
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CRM - Soup to Nuts
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In this webinar, we will be covering the complete CRM experience in Southware. This is a great session for new interest in CRM with TaskWise and as a refresher for more experienced users.
We will be covering:
We will model the entire process using the CRM elements of TaskWise with automated processes and other tools into Order Entry. Original Webcast: June 25, 2020 at 2PM ET |
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Return AuthorizationsDo you have to take products back from clients or send products to your vendors for repair or credit? How do you track items that are removed from your location but have a cost that you still carry in inventory?
The SouthWare Return Authorization module allows you to manage goods that you own, but are not in your location. This “out of sight – out of mind” issue is often not effectively controlled and can lead to loses due to the difficulty of efficiently tracking returns. Join us for a Webinar on Thursday, February 6th, 2020 at 2:00 PM EST, where we discuss the options available in handling Returns and the ways you can manage these activities efficiently with full control. Original Webcast: February 6, 2020 at 2PM ET |
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CashFlow & Bank ReconciliationReady to make your bank account reconciliations as easy as click, click, click? This webinar will walk you through the CashFlow module and demonstrate the great tools available to make bank account reconciliations a breeze.
Original Webcast: January 16, 2020 at 2PM ET |
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Year-End 2019 WebinarLearn the tips and tricks of closing out 2019 and how to start 2020 off right. Topics include Inventory, 1099s, Payroll & W2s, Fixed Assets, Prior Year Transactions, closing the General Ledger and much more.
Original Webcast: December 12, 2019 at 2PM ET |
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New Power BI (Business Intelligence) for SouthWareTake SouthWare to the next level with our new Power BI Business Intelligence interface.
Get insights into your business with easy to read dashboards and powerful reporting options. A wide range of filters allow users to drill-down on their data for specific views across multiple dashboards and reports. Original Webcast: December 5, 2019 at 2PM ET
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New SouthWare Monitors Phone AppJoin us for an introduction to SouthWare's new Monitor App. This app runs natively on iOS and Android.
This is SouthWare's first tool designed to push alerts to a phone and is an excellent tool for Executives and Managers to see summary data sent directly to their phones. This tool expands the existing Alert Processor into today's environment in a simple but effective way. The dat you receive can be fully customized allowing each individual within the company to choose what information the want to see and when they want to be alerted to data that is "out of range". Original Webcast: April 11, 2019 at 10AM ET |
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Power E-Commerce with SouthWareLearn about the current trends in e-commerce, how it is impacting how customers buy and ways you can use your SouthWare ERP solution to transact with customers and trading partners around the world.
Original Webcast: March 28, 2019 at 10AM ET |
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Basic TaskWiseSouthWare offers a full prospect conversion process in TaskWise. In this webinar, we will look at how out-of-the-box TaskWise handles creating a new project, adding a sales opportunity (a special type of task) to the prospect. We will then link a quote to the sales opportunity, and then convert the quote into a sales order and the prospect into a customer.
Original Webcast: March 21, 2019 at 10AM ET |
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New Quote HistoryDuring this webinar you will learn how Quote History allows you to analyze quotes and compare quote amounts to actual invoice amounts. This information is beneficial in preparing future quotes. This feature will also allow you to clean up your outstanding fines.
Original Webcast: April 4, 2019 at 10AM ET |
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Sales Tax 101 with Avalara
Sales tax provides critical revenue for states. Other than property and income tax, sales tax is the largest source of tax revenue in the majority of the 46 states that collect it. From a government operations perspective, making sure each and every sales tax dollar is collected, through audits, fines, penalties, and well-developed rates and rules, is simply good business. This webinar will help prepare your company by providing you with the basics you need to effectively manage your tax compliance, including:
- Broadening definitions of nexus and increasing requirements for out-of-state sellers
- Understanding and following changes in product and service taxability
- Finding the right sales tax rate to charge customers
- Tracking sales tax holidays
- Managing exemption certificates
- Identifying the forms and remittance processes for each taxing jurisdiction
- Preparing for an audit
- Switching from an error-prone manual sales tax management process to an automated streamlined one
Schedule SouthWare to Do It for You
(RCF Packets and Scheduled Actions)
Keeping track of your Payables and Receivables are necessary to monitor your cash flow. Aging, Cash Requirements, and Stock Valuation are routine reports you run. How much of a benefit can it be for you and your business to standardize these reports on an easy-to-manage schedule?
The RCF Packets and Scheduling seminar will help you set up these and other standard reports to run easily from a button or menu, schedule them to run on specific dates and times, and free up your time to make decisions based on the reports you create.
August 16, 2018 - 10:30 AM ET (1.5 Hours)
The RCF Packets and Scheduling seminar will help you set up these and other standard reports to run easily from a button or menu, schedule them to run on specific dates and times, and free up your time to make decisions based on the reports you create.
August 16, 2018 - 10:30 AM ET (1.5 Hours)
SouthWare's TaskWise Alert Processor
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Today's business needs demand our continual attention. Prioritizing the competing demands of our job can be incredibly taxing. Luckily for SouthWare users, SouthWare's TaskWise application includes the Alert Processor. This is a system tool that keeps watch over your system so you don't have to. The Alert Processor tracks important circumstances, brings them to your attention, monitors when they are resolved, and can even act on them on your behalf.
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Join us on Thursday, September 27th at 10:30 AM EST for an hour-long webinar that will demonstrate and provide answers to your questions in how to best take advantage of this technology. This webinar will focus on the alert processor, and illustrate a variety of techniques that can empower you to manage all the events that compete for your attention and the attention of your staff.
September 27, 2018 - 10:30 AM ET (1 Hour)
September 27, 2018 - 10:30 AM ET (1 Hour)