Windward Webinar Archives

Windward Intelligence Add-On Reports

Explore Windward Intelligence add-on reports. This Windward Webinar highlights the ability of the tool to pull data from multiple system reports, perform dynamic calculations, and discover trends through data mining. Learn how Windward Intelligence can be used to keep cost pricing accurate in a volatile market, keep track of inventory, and make intelligent...

Managing Your Open Work Orders

This Windward Webinar explores how to manage open work orders in business operations. Discover the process of creating, tracking, and fulfilling work orders, including back orders and special orders. Learn how to use specific tools and reports for efficient management of work orders, such as the list of open work orders and special order reports.

Using the CRM for Tracking Services and Salespersons Activities

This Windward Webinar explores Customer Relationship Management (CRM) system for tracking sales activities within Windward System Five. Learn how to use appointments and tasks in the CRM to track salespeople's activities, analyze their productivity, and record customer interactions.

You'll also discover how to create and manage tasks, appointments, and follow-ups,...

POS Report & Tender Summary Report

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.

Better Reporting with Windward Intelligence

Back Dated Inventory Report

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