Windward Webinar Archives

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.

Speeding up Your Sales Process and Increasing Accuracy

This Windward Webinar focusses on strategies to speed up the sales process and increase accuracy. Key topics included creating morning workshops focused on barcoding, using quick sale screens, the importance of quick lists, creating purchase orders from point of sale, cloning estimates or templates, and using the recent purchases tab within Windward System Five.

How to Report on Sales by Customer – Who are your most valuable customers?

This Windward Webinar focused on identifying and utilizing the Customer Lifetime Value (CLV) using Windward System Five to help businesses strategize about ways to find new business or building the business they have. The concept of CLV is discussed as it refers to the total they've spent with the business. You'll learn different ways to calculate this value.

Top Movers and Slow Selling Items – Reporting on your winners and losers from 2023

This Windward Webinar will help you review business performance for the past year and planning for the coming year. It explores a series of reports and features in the inventory management software, Windward System Five, to help users identify their top-selling products, slow-selling items, and overall sales performance.

Cracking the Code: A Step-by-Step Guide to Creating Custom Reports

This webinar focused on customizing reports, different tools and filters within Windward System Five. Three specific reports were discussed in detail: the invoice report, design inventory report, and customer and supplier report. 

Part 2 - Get Your Inventory Ready for Year End: Master the Big Count Method

This Windward webinar as a continuation of a series discussing inventory management and readiness for the year-end within Windward System Five. Scott from Windward Software provided context on understanding count batches, using the variance report to check the accuracy of stock, and dealing with common challenges like oversold items and the yellow lines that...

Part 1 -Get Your Inventory Ready for Year End: Master the Art of Scan Batches

This Windward webinar discusses how to prepare inventory for the year-end using scanners with an accounting tool in Windward System 5. The first part of the series focuses on how to use scanners to count inventory, and why it is important to ensure accurate stock control. Additionally, the webinar sheds light on different options for creating count batches,...

How to Balance Your Ledger & Stock Inventory

This Windward webinar covers balancing ledger and stock inventory within the context of Windward System Five. Specifically, it addresses the discrepancies that can arise between inventory value and ledger value. Additionally, the webinar sheds light on how overselling and manual stock adjustments impact these values.

Navigating Day End Procedures-Cash Clearing & Bank Deposits in System Five

This Windward Webinar is about the importance of managing and navigating cash clearing, bank deposits, and other end-of-year processes in business accounting. The conversation also touched on the use of Windward System Five and its features for implementing these procedures effectively. 

GST Remittance

This Windward Webinar discussed the handling of GST Remittances in detail, including how to collect GST from customers, pay GST on purchases, and track these transactions within Windward System Five.

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