Windward Software User Conference 2018

September 11-14, 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!

Price:

A fantastic value at $1,800.00 per person.

Includes:

  • 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 an option to attend a professional wine tour by limo bus!

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 2:00 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.

The wine tour 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 four hours.

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

AGENDA

We have an action-packed schedule this year, including an optional wine tour taking place on Tuesday, September 11, 2018. Please note that for this year's educational seminars, you are able to select from several "Choose Your Track" plans, where you can elect to focus on a particular set of skills. Below, please review this year's event agenda.

WINE TOUR

TUESDAY, SEPTEMBER 11, 2018

(OPTIONAL)


PICK-UP

1:30 p.m. Windward Software Main Entrance

1:50 p.m. Lakeside Resort Hotel Main Entrance


NARAMATA BENCH WINERIES

2:00 p.m. Poplar Grove Winery

3:00 p.m. La Frenz Winery

4:00 p.m. Ruby Blues Winery

5:00 p.m. Lake Breeze Winery


DROP-OFF

6:00 p.m. Lakeside Resort Hotel Main Entrance

6:15 p.m. Windward Software Main Entrance

DAY 1

WEDNESDAY, SEPTEMBER 12, 2018


CONTINENTAL BREAKFAST

7:30 a.m. - 8:30 a.m.


WELCOME & COMPANY VISION

8:30 a.m. - 8:45 a.m.

A welcome to everyone in attendance, including the introduction of key Windward Software team members. Overview of the positive direction of the company and what users can expect in the future.


THE WINDWARD LEARNING ACADEMY

8:45 a.m. - 9:15 a.m.

Introduction and update on Windward Software's innovative e-learning tool: the Windward Learning Academy.


WHAT'S NEW

9:15 a.m. - 10:15 a.m.

An interactive discussion of what has taken place at Windward Software and the new features and functionality developed for Windward System Five over the past year. Special emphasis and explanation as to how users can now use System Five in the Cloud.


BREAK

10:15 a.m. - 10:30 a.m.


INVENTORY TIPS & TRICKS

10:30 a.m. - 12:00 p.m.

Master the tools in Windward System Five that allow you to effectively manage 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. 


CATERED LUNCH

12:00 p.m. - 1:00 p.m.


 CHOOSE YOUR TRACK: INVENTORY KITS or SPECIAL ORDERS

1:00 p.m. - 2:00 p.m.

INVENTORY KITS: Sell it together or sell it separately. You decide! Having an appliance with a tag along kit to also sell extended warranty, delivery charges, or additional accessories can increase the average sale in a showroom. Many times items forgotten on the quote of a high ticket item are included at no charge to the customer eroding the profit made on the appliance.

OR

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. Special Orders have improved and now have new added functionality to make your life easier!! Also, learn how you can special order misc. parts.


BREAK

2:00 p.m. - 2:15 p.m.


CHOOSE YOUR TRACK: STREAMLINE ACCOUNTING or INVENTORY UNITS

2:15 p.m. - 3:15 p.m.

STREAMLINE ACCOUNTING: Step into the accounting world with a concentrated look at how to streamline your month end and year end procedures.

OR

INVENTORY UNITS: System Five will store information on Units such as make, model, year, and other comments, the cost of the item before the sale, add-ons and pre-delivery inspection items. We also look at the new ability to customize the unit fields to avoid spelling errors as well as linking documentation to equipment make & models.


BREAK

3:15 p.m. - 3:30 p.m.


NEW INVENTORY FEATURES

3:30 p.m. - 4:30 p.m.

We will look at a handful of the latest enhancements that are part of version 6.2.2.xx. This will include Stock Reconciliation & Stock Management Reports & Dimensional Inventory.

DAY 2

THURSDAY, SEPTEMBER 13, 2018


CONTINENTAL BREAKFAST

7:30 a.m. - 8:30 a.m.


INTEGRITY CHECKS

8:30 a.m. - 9:30 a.m.

Keeping it all aligned and balanced! Windward System Five has several integrity checking utilities built into it for correcting various integrity issues. This class will not be dealing with fixing the actual integrity issues, but more to show you the various utilities that can be used to diagnose integrity issues. These utilities should be run at regular intervals to keep System Five running smoothly, as well, as an early warning tool to alert you to possible problems before they develop into a more serious issue.


BREAK

9:30 a.m. - 9:45 a.m.


PHYSICAL INVENTORY COUNT

9:45 a.m. - 10:45 a.m.

Whether you need rolling stock takes, periodic or end of year counts to update you stock, or just to validate the variance between the physical quantities and the computers calculated total, the Physical Stock Count feature is a powerful tool. Use the on screen manual process, or a portable data entry hand held device (PDE), count sheets or even a computer to count and update the system. There are several methods and all work reliably, it just depends on what you need for your business.


BREAK

10:45 a.m. - 11:00 a.m.


 REPORTING ON SALES

11:00 a.m. - 12:00 p.m.

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


SPECIAL PRESENTATION

INCLUDES CATERED LUNCH

12:00 p.m. - 1:00 p.m.

Yohalis Briceno from Worldpay will provide a Lunch and Learn seminar addressing payment processing insights and options.


CHOOSE YOUR TRACK: PRODUCT RETURN & WARRANTY TRACKING or CUSTOMER RELATIONSHIP MANAGER (CRM)

1:00 p.m. - 2:00 p.m.

PRODUCT RETURN & 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. Tracking a customer purchase date allows fast look up without a customer receipt to determine if they are entitled to warranty service. Without the ability to track your returns or warranties your business could be losing thousands of dollars a year.

OR

CUSTOMER RELATIONSHIP MANAGER: Manage your customers using System Five's built-in CRM. 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.


BREAK

2:00 p.m. - 2:15 p.m.


CHOOSE YOUR TRACK: EMAIL SETUP or BILLS & CHECK RUNS

2:15 p.m. - 3:15 p.m.

E-MAIL SETUP: Learn how to use Windward System Five to directly email your customers. We will review how to configure an email client and understand how System Five can help speed up sending email.

BILLS & CHECK RUNS: Learn how to streamline your bills process. Use tools such as Auto Create Bills from PO’s, Check Runs, and more.


BREAK

3:15 p.m. - 3:30 p.m.


FORM DESIGN

3:30 p.m. - 4:30 p.m.

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

DAY 3

FRIDAY, SEPTEMBER 14, 2018


CONTINENTAL BREAKFAST

7:30 a.m. - 8:30 a.m.


REPORT DESIGNERS

8:30 a.m. - 9:30 a.m.

Learn how reporting can help you run your business and make important decisions about your business! This session will show you the reports that are available within Windward System Five and demonstrate tips and tricks around designing new reports. Topics include inventory, customer, and supplier reports.


BREAK

9:30 a.m. - 9:45 a.m.


DATA LOADING

9:45 a.m. - 10:45 a.m.

Learn how to load or selectively manipulate your items using our data load feature. This session includes related tips on how to best use Microsoft Excel.


BREAK

10:45 a.m. - 11:00 a.m.


COMMON SUPPORT ISSUES

11:00 a.m. - 12:00 p.m.

We'll be discussing more about terminals, and how you can connect a terminal to a server. As well, we'll cover some important points regarding backups, and identify how you can save yourself a call into our Support team for some common support issues.


CATERED LUNCH

12:00 p.m. - 1:00 p.m.


CHOOSE YOUR TRACK: FINANCIAL CONTROLS or VIRTUAL WAREHOUSE

1:00 p.m. - 2:00 p.m.

FINANCIAL CONTROLS: Learn more about the process of establishing policies, processes and financial indicators that allow you to control the flow of financial information. See how Windward System Five calculates important indicators and allows you to quickly run up-to-date reports.

OR

VIRTUAL WAREHOUSE: Always a popular topic, in this sessions you will learn how to import and manipulate suppliers catalogues without affecting your inventory.


 BREAK

2:00 p.m. - 2:15 p.m.


CHOOSE YOUR TRACK: LOOK UP WORDS or SELL THROUGH ALLOWANCES

2:15 p.m. - 3:15 p.m.

LOOK UP WORDS: Discover this very useful tool that can be used throughout System Five. Inventory, invoices, customers and suppliers can be reported on and/or specifically filtered depending on the look up word that you attach to corresponding records.

OR

SELL THROUGH ALLOWANCES (STAs): Refer to the rebate that the manufacturer provides the retailer on specific products after they have been sold. In this case, the manufacturer suggests a retail price, but is ultimately at the retailer's discretion. Learn more about how the sale of the products must be accounted for and reported to the manufacturer.


BREAK

3:15 p.m. - 3:30 p.m.


GENERAL Q & A

3:30 p.m. - 4:30 p.m.

In our final session, 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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