The webinar by Windward Software focused on the national accounts feature in System Five. The feature allows linking of parent customer accounts with subsidiary accounts, where invoices can be managed in both directions. Key points explained include the setup process, how a parent company pays invoices for subsidiaries and the interface of managing these accounts.
Windward Webinar Archives
This webinar discussed how to you can generate layers on the fly when you are creating invoices within Windward System Five.
This Windward Webinar explores various reward rules, lists, and promotions within Windward System Five. Explore how different rules works, including points, percentage points, percentage discount, dollar discount, price schedule rewards, sale price rewards, free product rewards, and points percentage of profit.
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.
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.
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.
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.
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.
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.
Explore how to reconcile and correct discrepancies, errors, and posting duplications in the Point-of-Sale (POS) Report and Tender Summary Report using Windward System Five. Discover the importance of reconciling these reports for accurate accounting and bank deposits.
