TRAINING/EDUCATION
Overview
ChipTech Solutions offers a wide variety of training opportunities to meet our clients' educational needs. Clients may request individualized training in specific areas as needed. On-site training is available upon request as well.
The majority of our training classes are delivered via the Internet by an experienced instructor in a web seminar format. You access the web conferencing seminar using your PC and participate by dialing in to an audio conference call.
Current Education Opportunities
Below is a list of training classes currently being offered through ChipTech Solutions. Click on any course title to view the description of the class.
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General
- New Employee Introduction
Basic SouthWare training for all new employees. Learn how to get in and move around in the SouthWare environment. The class covers navigation, accessing records for maintenance, transaction processing, inquiries, reports, and printing.
Financial
- Accounts Receivable
Common functions performed by A/R personnel, setting up new customers, receiving and applying payments to invoices, recording other A/R transactions, printing statements, and managing the open A/R.
- Accounts Payable
Common functions performed by A/P personnel, setting up new vendors, entering and verifying vendor invoices (match to P/O if applicable), recording other A/P transactions, and manual and periodic check processing.
- General Ledger & Financial Statements
Accounting tasks performed by the controller, setting up & processing recurring transactions, entering journal entries, creating & printing financial statements, and closing the month.
- Payroll
Daily tasks performed by your human resources personnel: setting up new employees, employee recordkeeping, payroll entry, check writing, check history, and integration to G/L. Learn to process payrolls, do quarterly & annual processing, and manage employee data.
- Cash Flow
Module used by the controller or bookkeeper to set up the cash account to provide detailed cash flow analysis and tracking for all cash throughout SouthWare. Learn to reconcile checking accounts.
- Month End GL Reconciliation
Review the recommended month end procedures and steps to properly reconcile the sub ledgers of AR, AP, and Inventory to the GL balances.
Reporting and Customer Service Classes
- FYI Reporting/Basic Report Writer
Learn to write reports from scratch. Find out how quickly and easily FYI (For Your Information) wizards can get you from an idea to reports, graphs, and printed web pages. We cover basic report construction with both FYI and ReportMate.
- Intermediate Report Writer
This course is for those who have a basic understanding of the ReportMate features and you need to learn how to use it to create calculations, use field-level selection criteria, and place reports as menu options. This course may contain homework.
- Advanced Report Writer
For those who need to know it all, you can learn how to export your reports to Microsoft Word or Excel, sort by subtotals, create reports that compare data from prior years to this year, and how to automate the running of reports. This course may contain homework.
- TaskWise I (CRM)
TaskWise gives the ability to have your staff document conversations with customers, and for you to set them up with tasks to complete, and also for you to set alerts when you need to be notified of a situation that will require your intervention.
Management
- CEO/CFO Dashboard
In this course, you will learn how to look at your company through SouthWare to find up-to-date sales, service, and financial information you need to make informed decisions about your company, along with news, alerts, and goals you have set up to keep yourself informed and profitable.
- Sales Manager
Use SouthWare's tools to keep you ahead of your sales people and to have the answers they want when they come asking. Track sales, quotes, customers, and products; know what items to push; and what salesperson to motivate. Learn these tools to help you, your staff, and your company.
- Month End Processing
Learn the proper methods to closing the month in sales, inventory, A/R, A/P, service, fixed asset, payroll, and G/L.
- Year End Processing
Learn the proper methods of closing your company's fiscal year. Timing, what steps need to be done prior to others, what to do if you are out of balance, and how to correct mistakes.
Inventory
- Order Processing
You will learn about the daily tasks performed by the sales staff and customer service: entering orders through order entry or POS, product interface to inventory and how to understand committed and available, interface to A/R, selecting serial numbers, receiving payment from the customer, and quotes versus orders.
- Inventory Control
This course is about the buyer and warehouse manager functions. These procedures include setting up new items, transferring, adjusting, and costing, as well as doing a Physical Inventory—the proper way to set up and count inventory in the system.
- Purchasing & Receiving
Learn the daily tasks performed by the buyer and warehouse manager, including setting up new vendors, entering POs, receiving POs (verifying quantity & quality), and using automated tools to help with ordering.
- Work Order/Assemblies
Learn how to create or manufacture inventory items by using the "Bill of Materials" module that takes items in your inventory and creates new items for you to sell. Learn work order processing.
- Return Authorizations
Learn how to record and track returns from customers and to vendors. Learn two ways to issue RAs and follow the impact on inventory, order entry, A/R, A/P, and the service department.
- Automating Purchasing
This procedure will allow the buyer to utilize min/max method of purchasing while updating the min's and max's with current values based upon a pre-defined number of days of inventory. This will allow your buyer to make better decision on when and how much of an item to purchase.
- Landed Cost
Learn how to use SouthWare's Landed Cost system for a detailed breakdown of cost information and the ability to identify burdened and unburdened costs for each stock item, and how to interface to purchasing by detail line item as defined in the IS control record.
- Physical Inventory Processing
This class focuses on the process and procedures for taking physical inventories in your business. We cover both cycle counts and full physical inventory methods. In addition we discuss manual counting and the use of bar code scanning devices.
Tools
- Work Flow (Customization)
Interrupt the standard SouthWare logic at a point in the program to perform another function, by accessing files that contain records for each process and program and make it do what you need or want. Learn basic setup and functionality.
- Web Portal Design
Learn how to transform the view of SouthWare's portals from their templates to your dream. Manipulate and change the views of the portals to better fit the design and workflow of your company.
- System Administration (Security)
How to set up your SouthWare system. Create and maintain operators, workstations, printers, and monitoring tools.
- Forms Adapter
Learn to customize your business forms without the long-term cost of custom programming. Review basic forms design, customization, and tools.
- ImportMate
Learn how to use SouthWare's ImportMate, which allows you to create or update SouthWare data files from files outside of SouthWare. Learn how to specify the type of file you will be bringing in to update and give SouthWare a template for each field to come into the file. Learn to bring in data from vendors, perform mass updates of current data, and other useful tools.
- Extended Data
Learn how to seamlessly integrate your existing SouthWare system with Extended Data, which allows you to add new data fields to master and transaction files without custom programming, create your own sales period history, and create your own stand-alone databases with related Extended Data records. XD fields can also calculate values, auto-import values, automatically print on forms, and add lookup fields to SouthWare standard <F3> options.
Service Management
- Service Order Processing
This course covers the daily tasks performed by the service techs and the service manager, including scheduling service orders, tracking parts inventory, tracking service techs' time, invoicing, and warranty tracking.
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