Windward Webinar Archives

Gift Certificate Promotion Setup

This Windward Webinar discusses the Gift Certificate Promotion setup, a function that allows customers to redeem points for a gift card or gift certificate within Windward System Five.

POS

Promotion Rules List

This Windward Webinar focused on discussing the promotion rules Windward System Five. Explore  the different types of promotion rules and their setup, including the coupon, quantity of items, dollar amount,, customer card, redeem points, and job number promotions. Some promotions required a customer account. 

Pack Sizes

This Windward Webinar is primarily about the setup and use of pack sizes in inventory management. It covers how the pack size feature works, how it is set up and its options. The different modes of pack sizes are also shown in a live demonstration. The concept of pack sizes only applies to purchasing and does not affect invoicing or selling.

Invoice Penny Rounding

Explore Invoice Pending Rounding within Windward System Five. This feature is specifically relevant for countries that no longer use pennies. Learn how to how to enable it, set it up, and use it effectively. 

Backup (on Prem)

The Windward Webinar focused on the importance of regularly backing up data for Windward System Five users not using the cloud. Explore the optimal timing for performing these backups, and the proper method for doing so. Learn how to handle PCI encryption keys during backups.

Invoice Tax Priority

This Windward Webinar explores the topic of invoice tax priority in Windward System Five, including setting it up and how the system behaves with different tax areas and setups. Learn  how to configure the tax priority based on customer tax area, ship-to area, and department area.

Sales Promotion Incentive Fund (SPIF)

Discover how to set up Sales Promotion Incentive Funds (SPIFFs) within the Windward System Five. Watch a practical demonstrations of tasks such as adding SPIFFs to a vendor's inventory, adjusting SPIFFs for existing items, and running SPIFF paid reports.

Common Problems with Inventory Reconciliation

This Windward Webinar explored common problems and solutions with inventory reconciliation, including overselling, manual stock adjustments, cost adjustments during sales, and not creating bills on POs received within the context of Windward System Five.

Physical Count Common Issues and Troubleshooting

This Windward Webinar ocused on the topic of fiscal counts, common issues, and troubleshooting. The discussion covered the common causes of errors during physical inventory count and how to fix them, as well as factors that may cause incorrect inventory quantities. 

Employees and Time Sheets

This Windward Webinar delves into using Windward System Five's timesheet feature for tracking employee work hours. Explore how to set up and time sheets, including enabling the timesheet function, adding or editing employee information, signing in and out, and viewing employee timesheet history.

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