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.
Windward Webinar Archives
Methods of Taking Payment on Account
5 Oct 2023 | Windward Software
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
21 Sep 2023 | Windward Software
The webinar was presented as a discussion about the utilization of ‘Discount as an Inventory Item’ feature in Windward System Five.
Process Tracking Menu
27 Jul 2023 | Windward Software
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.
Rental Checklist Setup and Function
15 Jun 2023 | Windward Software
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.
National Accounts
1 Jun 2023 | Windward Software
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.
Invoice Layers
18 May 2023 | Windward Software
This webinar discussed how to you can generate layers on the fly when you are creating invoices within Windward System Five.
Rewards Rules List in Promotion
4 May 2023 | Windward Software
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.
Invoice Penny Rounding
9 Mar 2023 | Windward Software
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.
Invoice Tax Priority
23 Feb 2023 | Windward Software
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.