Windward Software User Conference 2018

September 12-14, 2018

Windward Software would like to cordially invite you to visit us in Penticton, BC for our 12th Annual User Conference.

Network. Learn. Relax.

Taking place at Windward’s headquarters in Penticton, British Columbia (recently named the world’s #2 Wine Region to Visit in the world by the readers of USA Today), this conference is a yearly educational experience. It is an opportunity to speak and network with other Windward System Five users, acquire full access to your own selection of educational training sessions to help your business achieve its full potential, and enjoy the beautifully, warm recreation center of the South Okanagan Valley.

Learn from the experts and network with other Windward System Five Users over the three day schedule.

Come and meet the people that help your business grow!


Book by August 1st, 2018 to take advantage of our Early Bird Pricing of $1,499.00 per person. (Regular price: $1,800.00 per person).


  • Three full days of learning and networking.
  • Meet the Windward Team in person, including System Five Developers, Management and Account Managers.
  • Meet fellow Windward Users. Our User Conference survey results consistently give the same feedback: there is a huge value in meeting fellow Windward System Five Users
  • Breakfast and Lunch all three days, plus a Wine & Cheese event!

Windward is excited to inform you that we have booked a professional wine tour with renowned tour operator West Kelowna Wine Tours, which will be held on Tuesday, September 11th, starting at 2:30 p.m. local time (PDT).

This tour will be included free at no charge to the first 20 individuals who register for the User Conference before the Early Bird Deadline of August 1st, 2018. So, please contact your Account Manager now so you don't miss out! Call +1 (800) 663-5750.

The tour itself will feature an air-conditioned limo-bus, which will whisk our group throughout the beautiful Naramata Bench. Four wineries will be visited in total, and each will include tastings, winery tours and stunning scenic views. The total estimated tour time is 3.5 hours.

Please note that this tour is for everyone, even if you do not wish to partake in wine tastings. The unique winery building architecture, cuisine, and natural surroundings present an experience not to be forgotten.
Get to really experience the South Okanagan!<br>

What You Will Learn:

At the User Conference, you are able to select from several "Choose Your Track" plans, where you can elect to focus on a particular set of skills. As we move closer to the date of the event, we poll our client base to make sure that we are delivering the content that they will need. Please visit this page regularly to stay up-to-date in terms of available course content. The tentative conference schedule is provided below.



Welcome, What's New and the Windward Learning Academy
This is your opportunity to get a sneak peak at all the cool new stuff we are working on to make sure you can run your business efficiently. We will also update you on the new things that are cooking in our Windward Learning Academy.


Inventory Tips and Tricks

Inventory Tips and Tricks will expose you to the tools in the software that allow you to manage is the biggest investment that you make; your inventory.  Knowing exactly how big that investment is and whether you are over invested or under invested is vital. 


 CHOOSE YOUR TRACK:  Special Orders OR Streamline Accounting

Streamline Accounting Step into the accounting world with a concentrated look at how to streamline your end of day, month end and year end procedures. We will look at how to use tools like reoccurring journal entries as well as templates to ease the process


Special Orders Are you having issues tracking your customer orders? Have you ever scrambled to find a customer’s order? Have you ever given an order to the wrong customer? Find out how Special Orders and Back Orders can help your business.


CHOOSE YOUR TRACK: Product Returns/Warranty Tracking OR Form Design

Product Returns/Warranty Tracking Are you losing money? Learn how not to do that! Warranty repairs involve parts and labor that are reimbursed by the manufacturer/supplier.


Form Design Are you wondering how to make your invoices, work orders, and PO forms look great and include the info you want on them? System Five contains a very versatile form design solution that once you become familiar with the interface, will allow you to create and customize virtually all the forms you will need for your day to day operations.



Dig into the reporting side of System Five with a concentrated look at the sales reports. See what your top items are, how to be prepared for seasonal sales and how to determine your slow moving items



Physical Inventory Count

Doing a Physical Count of your inventory is the topic that everyone loves to hate.  Some might call it a necessary evil, but with the right approach and using the right tools you will learn how to make it as smooth as possible.  Maybe even fun?


Integrity Checks

System Five operates in a fairly hostile environment; your business!  Computers crash, networks fail and sometimes people do things they maybe shouldn't. Good thing System Five has Integrity Checks!  Learn the simplicity and power of this vital tool to help you put things back where they should be.


 CHOOSE YOUR TRACK: CRM (Customer Relationship Management OR Bank Reconciliation)

CRM (Customer Relationship Management) Manage your customer using the built in CRM (Customer Relationship Manager). Create tasks and follow ups, attached invoices to the task for easy follow up. Schedule deliveries and see appointments that have been booked for your day.


Bank Reconciliation How to take the pain and the time out of doing those dreaded bank recs!  Learn the tricks that can help you cut down your bank rec time to minutes instead of hours.


CHOOSE YOUR TRACK: Sales & Promotions OR Data Loading Tips and Tricks

Sales & Promotions Utilize these tolls to set up sales in advance, create promotions and also sell memberships for special occasions.


Data Loading Tips and Tricks Learn how to load or selectively manipulate your items using our dataload feature. With bonus tips on using Excel.


Lookup Words

Lookup Words will explore the powerful tool that allows you to slice, dice and group your data to achieve better business decisions.  With the ability to work with Customers, Suppliers, Inventory, Inventory and Units, Lookup Words you will not disappoint with their flexibility.



Continental Breakfast

Inventory Kits, Case Breakdown, Modifiers

There are many features in System Five that allow the group organizing of inventory for ease of.  Explore some of the advanced inventory handling tools that you may not be using.


Financial Controls

Financial Controls are the keys to making sure you stay compliant with external stakeholders to your business.  Whether it's your banker, investors or auditor, knowing how to communicate clearly is key.


 CHOOSE YOUR TRACK: Common Support Issues OR Touchscreen

Common Support issues Understand more about terminals and how you connect a terminal to the server. The important points regarding backups. Learn some common support issues that could save you a call into our support team.


Touchscreen FAST POS!!  By enabling the Touch Screen interface in the Setup Wizard, you can customize the look, feel and function of the point of sale screen to meet your specific needs, and simplify the processing of your sales which will help the lineups at your tills move faster


CHOOSE YOUR TRACK: Virtual Warehouse OR Rentals

Virtual Warehouse Learn how to import and manipulate suppliers catalogues without effecting your inventory.  


Rentals: Learn about the new features in our Rentals module; new reports, base rates and more. 


General/Product Q&A

In our final schedule, the floor is open to have your remaining questions addressed by a panel of Windward experts.

Cancellation Policy

Customers that provide notification of cancellation at least 21 days before the Windward User Conference 2018 event start date (by end-of-day August 21, 2018), will receive a full refund of their paid fees.

Cancellations that occur after this date (August 21, 2018) will not result in any refund.

Be sure to contact your Account Manager at +1 (800) 663-5750 at your earliest convenience if you intend to cancel your attendance.

This event sells out quickly. Contact your Account Manager to reserve your seats: +1 (800) 663-5750.

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Management Software for yourself!

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