Windward Webinar Archives

Contract Pricing and Price Schedule Exceptions

Explore contract pricing and price schedule exceptions in Windward System Five. Learn how to set up these features and demonstrated the process with live examples. 

Methods of Taking Payment on Account

The Windward Webinar focusses on different methods for taking payments on account, utilizing Windward System Five. Specific methods discussed include 'added sale', 'payment on account', 'received on account'.

Discount as an Inventory Item

The webinar was presented as a discussion about the utilization of ‘Discount as an Inventory Item’ feature in Windward System Five.

Advanced Inventory Control

The webinar discussed Advanced Inventory Control (AIC), a module in System Five that aids in stock management across multiple locations. The functionality, setup process, and application in different scenarios, like invoice creation and stock transfers, were explained.

Process Tracking Menu

The Windward Webinar focused on discussing the Process Tracking Menu feature of the Windward System Five. This feature is designed to track any process containing a series of steps or stage.

Receiving and Selling a Roll of Material

The webinar focused on explaining the process of receiving and selling a role of material. This included breakdown of material by foot and tracking how many feet are remaining on the rolls. A live demonstration was presented showcasing the step-by-step procedure.

Using System Five Promotions

This Windward webinar discusses the promotions function in Windward System Five, detailing how to set up and configure basic promotions. It also highlighted the interaction of this module with other parts of the software like the inventory, suppliers, customers, invoice units, and accounts receivable modules

Jobs And Projects

This Windward Webinar covers job and project costing, how to run reports, and track income and expense for jobs. Learn how to set up jobs and projects, how to assign job numbers to deals, invoices and ledger entries, and how to use the income and expense report to examine the profitability of specific jobs.

Renew Rentals & Rental Checklist

Discover the setup and functions of renew rentals or recurring rental in Windward System Five, and the basic setup of rental state and checklists.

Rental Checklist Setup and Function

This Windward Webinar details how to enable and use the checklist feature in Windward System Five, which allows rental units to automatically move to an available state upon return, preventing them from being rented out again until they are moved back to the available state by a user.

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