Windward Webinar Archives

Windward Intelligence Add-On Reports

Explore Windward Intelligence add-on reports. This Windward Webinar highlights the ability of the tool to pull data from multiple system reports, perform dynamic calculations, and discover trends through data mining. Learn how Windward Intelligence can be used to keep cost pricing accurate in a volatile market, keep track of inventory, and make intelligent...

Preparing for the GST Holiday in Canada

This Windward Webinar helps you get ready to manage inventory taxes for the upcoming GST holiday in Canada. Explore three strategies to manage the temporary tax exemption on certain products within System Five. Learn how to adjust tax settings on inventory items and how to track these changes for future reference.

Managing Your Open Work Orders

This Windward Webinar explores how to manage open work orders in business operations. Discover the process of creating, tracking, and fulfilling work orders, including back orders and special orders. Learn how to use specific tools and reports for efficient management of work orders, such as the list of open work orders and special order reports.

How To Set Up A Pop-Up Showroom

Explore strategies for using a pop-up showroom to enhance brand visibility, gather customer insights, and create unique shopping experiences. Discover different methods of tracking the success including using clerks, subtypes, and lookup words.

Helping Sales People Gather Vital Sales Data With Modifiers

This Windward Webinar focused on discussing the use of modifiers in System Five. Explore how to use this feature to gather sales data, upsell products, and gather details for deliveries or installations.

Windward System Five and Global Payments Integration Demo and Info Session

This Windward Webinar focused on the importance of integrated credit card processing within Windward System Five, specifically tailored for Canadian clients in partnership with Global Payments Canada.

How To Deal With Obsolete Stock

This Windward Webinar explores obsolete inventory management within Windward System Five. Explore the associated tools and processes to successfully manage and prevent dead stock from eroding profits.

Using the CRM for Tracking Services and Salespersons Activities

This Windward Webinar explores Customer Relationship Management (CRM) system for tracking sales activities within Windward System Five. Learn how to use appointments and tasks in the CRM to track salespeople's activities, analyze their productivity, and record customer interactions.

You'll also discover how to create and manage tasks, appointments, and follow-ups,...

Dealing With Multiple Deliveries/Partial Deliveries

Learn how to manage multiple deliveries by exploring three primary tools: Block and Move, Layers, and B-Type Invoices. Each technique has its advantages and limitations for various business types, and users need to select the one that fits their business needs best.

Everything You Don't Know About The Stock Management Tool

This Windward Webinar demonstrates the functions and benefits of the Stock Management Tool, within Windward System 5. The tool can help businesses manage their inventory levels, streamline their ordering process, and manage obsolete products.

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