System Five on Cloud · Cloud & Connected Systems

More in Cloud & Connected Systems

More in Cloud & Connected Systems is part of Cloud & Connected Systems in Windward System Five. System Five includes 77 documented capabilities here — 30 in the standard set and 47 optional. Trades that lean on it include Furniture Store, Party & Equipment Rental Businesses, Lighting Showrooms.

These 77 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.

Optional

Amazon, Google and social channel selling Optional #

Sell on Amazon and social channels too

The WebSell storefront connects to Amazon, Google Shopping, Facebook and Instagram as additional selling channels alongside the retailer's own site.

Automatic FTP delivery Optional #

Send the file out automatically

A completed export can be transferred straight to a remote FTP server. Server credentials are saved as named settings that can be shared by several exports.

Averitt Express bill of lading handoff Optional #

Let the carrier rate and book the shipment

Invoices flagged with the Averitt shipper code are exported with the customer information Averitt's O.N.E. Portal requires, sent to their FTP server, where Averitt rates the shipment, selects the method and creates the bill of lading.

Backup Codes and Authenticator Switching Optional — Cloud #

Get back in when the phone is lost

Users can generate one-time backup codes for use if their phone is lost, and can move their second factor to a different app, device or email address.

Browser Access To System Five Optional #

Reach the system from a browser

An application server component publishes System Five functions to a browser over a configurable port, with its own database connection and a session timeout of up to 360 minutes, including a separate port for mobile and web clients.

Budget import and export Optional #

Build budgets in Excel and load them

Budgets can be exported to Excel and imported back from CSV or tab-delimited files; exporting an empty budget produces a file with the correct column headers to use as an import template.

Bulk Customer Import with Account Linking Optional #

Load customers and their parent accounts at once

The Customer Load tool imports customer records and establishes national account parent and child relationships in bulk rather than one account at a time.

Bulk Customer Load From Spreadsheet Optional #

Load customer records from a spreadsheet

Customer records can be exported to a spreadsheet, edited, and reloaded through the customer and supplier data load, matching on account number or the internal unique customer number. Loyalty point balances are among the fields that can be restored this way.

Bulk data load Optional #

Load the whole catalogue in one go

Initial catalogues and later bulk updates are loaded from data files, including images and customer part numbers loaded against named customers or account numbers, then refined item by item.

Bulk Inventory Update by Part Load Optional #

Update the whole catalogue from a spreadsheet

The Part Load tool imports a spreadsheet of parts to update fields across the whole catalogue at once, including the foreign currency code on every item, and logs which records were changed.

Bulk Matrix Import from CSV Optional #

Load a whole size grid in one go

Build the full grid of variant part numbers in a spreadsheet, save as CSV and load the parent style plus every child variant into inventory in a single import.

Card and Gift Card Processing Optional #

Take cards and gift cards at the till

Documented integrations for credit, debit and gift card processing including DataCap Systems and Mercury Payment Systems, with a PA-DSS implementation guide for the payment application.

Card Not Present Fees via WebAPI Optional #

Apply card fees to online payments

Card-not-present payments taken through the WebAPI can carry the same payment fee configuration as counter transactions.

Card Processing from the Cloud Optional — Cloud #

Take card payments while running in the cloud

Stores running System Five on Cloud take card payments through supported processors, with the pinpad at the counter talking to the hosted application.

Contact-Aware Internet Tool Links Optional #

Open a web tool with the customer filled in

Configured web service links accept substitution codes that insert the customer's primary contact first and last name, falling back to the record's own name when no primary contact is set.

Counter Hardware in a Cloud Session Optional — Cloud #

Run till hardware from a hosted session

A cloud-hosted System Five session drives locally attached counter hardware: receipt printers configured through Setup Tools, cash drawers opened through the POS Device Manager and Windows drivers, and a VX805 PIN pad for card payments.

Digital Oilfield XML Invoicing Optional #

Invoice oilfield customers in their format

Selected invoices are extracted from the database and transformed through a company-specific XSL stylesheet into the XML or TSV format that digital oilfield platforms accept, then written to a designated location for pickup.

E-mail delivery of exports Optional #

Email the export without touching it

An export can be e-mailed as an attachment with a defined subject and body, sent either through the user's default mail client using Simple MAPI, which allows several recipients, or through System Five's own SMTP client, which sends to one address.

Electronic Funds Transfer Optional #

Pay suppliers electronically instead of by cheque

Documented EFT integration options for moving funds electronically rather than by cheque.

Export Any Grid Optional #

Get any list out into Excel

Grids make up most of the interface, and any grid in lookups, editing screens or reports can be right-clicked to print or export to Excel XLS, plain text, CSV or HTML. Excel does not need to be installed to produce the XLS file.

File Transfer to the Cloud Server Optional — Cloud #

Move files in and out of the cloud

A Windows Explorer tool for the cloud environment moves files between the local workstation and the hosted server, so documents and images such as PDFs and JPGs can be brought into or pulled out of the hosted dataset.

Gmail Send From System Five Optional #

Email documents from your own mail account

System Five can send documents and correspondence straight out of the software through a Gmail account using Google SMTP/POP with SSL and SMTP authentication, configured per user.

Grid export to CSV, Excel and XML Optional #

Get the numbers into a spreadsheet

Report grids export to CSV or Microsoft Excel, or generate an XML representation of the cells for cases where a specific file format is needed. The report designers export to a choice of five file formats, and some reports export straight to a spreadsheet.

Import Log Review Optional #

See why an import failed

Every import writes a log explaining what happened and why a load failed, viewable on screen and saveable before the next run overwrites it.

Import-Time Price Derivation Optional #

Turn a supplier file into your prices

During import, cost or retail can be derived from a supplier discount code, adjusted by a value-banded table so cheaper items take a different discount from dearer ones, or transformed by an XSL style sheet applied to each row as XML. Case costs can be divided down to unit cost and a prefix added to every part number.

Installable Specialty Module Set Optional #

Turn on only the modules you need

A defined set of specialty modules is installed and enabled per dataset, including job costing, production invoicing, process tracking, FedEx Ship, eConnect, John Deere, Softwheels, Profit Pro and multi-category catalog reporting.

Kit, Gift Card and Rental Rate Loaders Optional #

Load kits, gift cards and rates in bulk

Dedicated importers assemble kits from parts already in inventory, bring in batches of third-party gift cards with their current balances, and load rental rates one department at a time.

Leasing Options Optional #

Offer finance on a big-ticket sale

Documented integrations with leasing programs for financed sales.

Legacy System Data Load Optional #

Bring my old system's data across

Opening data can be loaded from comma separated, tab delimited, fixed width and pipe delimited text files and from dBase, Access and other common legacy formats. Other formats can often be read as a chargeable service, and data can be reloaded the day before go-live to refresh costs and quantities.

Licensable special modules Optional #

Turn on only the modules we need

Vertical and advanced capabilities — Budgeting, Job Costing, John Deere, Process Tracking, Promotions and Rentals — are separately licensed and switched on in the Setup Wizard.

Lighting Industry Options Optional #

Plug in lighting trade programs

A dedicated integration category for lighting industry programs and services.

Lights America integration Optional #

Bring lighting supplier products into stock

Connects the Lights America platform to System Five through the S5 WebAPI, mapping categories, suppliers and salespeople, pushing individual products into inventory and updating a product's quantity when a user opens it.

Lights America order to work order Optional #

Turn web orders into work orders automatically

A dedicated mailbox is monitored for purchase orders submitted by customers through the Lights America web interface; selected orders are turned into work orders with quantities on hand filled and the balance placed on order.

Lights America wish list to estimate Optional #

Turn customer wish lists into quotes

Customer wish lists downloaded from the Lights America showroom site as spreadsheets, named by the customer's phone number, are read and converted into estimates, with a warning raised for any item not in inventory.

Mapped Part Import with Reusable Settings Optional #

Load your parts file without rekeying

Parts are imported from Excel, CSV, tab-delimited, pipe-delimited, fixed-width text, dBase, Access or an ODBC source, with each source column mapped to a System Five field. The mapping, the import options and the column functions are saved together as a reusable settings file.

Matrix Part Bulk Import Optional — Advanced Inventory Control #

Import a size and colour range in one go

Matrix styles and their child variants are created by import, with columns that set the style link, the axis labels on the master and each child's position on the axes.

Microsoft Outlook and Office Integration Optional #

Send documents through Outlook and Office

System Five works with the installed desktop versions of Microsoft Outlook and Microsoft Office for email and document handling. Outlook Web Access and browser-based Office are not supported.

Multi-Factor Authentication for Cloud Optional — Cloud #

Add a second factor to cloud logins

System Five on Cloud logins can require a second factor in addition to the password, using the Microsoft Authenticator app or a code sent by email.

Multi-monitor and undocked windows Optional — Cloud #

Work across two screens in the cloud

The cloud client supports multiple monitors and a tabbed MDI mode that lets windows be undocked, so a report or inventory lookup can sit on a second screen while work continues on the first.

North American and Australian Cloud Regions Optional — Cloud #

Run in the cloud region you trade in

System Five on Cloud is delivered from region-specific environments for North America and Australia, each with its own access URL.

ODBC Import Optional #

Load supplier and customer lists in bulk

Customer, supplier and parts load screens can pull directly from an ODBC data source, with an ODBC Admin button built into those screens and an optional SQL statement to target a specific Excel worksheet or table.

One-keystroke integration from the invoice Optional #

Fire an integration from the sale

An integration can be fired from an open invoice three ways — an Invoice Options menu entry, an assignable keyboard shortcut, or a custom button added to the button bar under the invoice totals.

Outlook 365 and Gmail Sending Optional #

Send documents from Outlook or Gmail

Document and correspondence email goes out through Microsoft Outlook 365 (32-bit or 64-bit) or Gmail.

Outlook Two-Way Email Visibility Optional #

See customer email inside the system

When System Five is paired with Microsoft Outlook instead of a direct SMTP account, sent and received email is visible inside System Five rather than only in a separate mail client.

Part Load CSV Import Optional #

Edit inventory in a spreadsheet and reload

Inventory data can be exported through a designed report, edited outside the system as CSV, and re-imported through Part Load to update or flag existing part records en masse.

Per Item Web Publishing Flag Optional #

Choose what goes on the web store

Each inventory item carries a web tab flag deciding whether it is exported to the connected online store. Matrix items publish as a searchable parent with its child variants beneath.

Point of Sale Inventory Conversion Optional #

Bring inventory over from the old system

A defined conversion path brings inventory out of a previous point of sale system into System Five, mapping the old system's part numbers rather than SKUs, rebuilding matrix parent and child relationships, and attaching category codes against the live dataset with validation queries to catch orphans.

Print Any Report to a Data File Optional #

Get report data out as a file

Reports can be printed to an ASCII file rather than paper, and that output can then be parsed into delimited CSV records for customer, supplier and inventory data.

Purchase order export via XML Region-specific #

Export orders for the liquor board site

Purchase orders can be exported through the XML Central utility and shaped with XSL style sheets — the shipped example produces an order import file for the LiquorConnect.ca site used by Alberta liquor stores. System Five produces the file; it does not transmit it.

Registered XML Export Scripts Optional #

Get your data out in your own format

XML scripts written for the System Five XML interface are registered by name and path in setup and then appear on the XML export menu for users to run.

Remote POS Device Manager Optional #

Use counter hardware from a cloud session

Connects locally attached POS hardware to a System Five session running in the cloud or over RDP. Supports Microsoft Virtual Channel as the default and preferred transport, Remote Relay, or a direct TCP/IP connection for on-premise RDP setups.

Reusable XML Central Settings Optional #

Set up an import once and reuse it

Named import and export definitions are built once in XML Central and then called by scripts, so the configuration work is done in the interface rather than in code.

Role-based cloud workspaces Optional — Cloud #

Give each user the right cloud desktop

Each cloud account is provisioned with workspaces assigned to it, so a user sees the set of resources matching their role.

Self-Service Password Reset Optional — Cloud #

Reset your own password without support

Cloud users enrolled in multi-factor authentication reset their own forgotten passwords using their second factor, without raising a support call.

Send email from inside the system Optional #

Email a customer without retyping anything

Outbound email is sent from within System Five over MAPI or SMTP using per-user mail server credentials, intended for sending rather than replacing an email client — it leaves messages on the server.

Separate Live and Training API Endpoints Optional #

Test integrations without touching live data

The WebAPI can be stood up against both the live company and a training company on separate ports so integrations can be exercised against test data.

Shipping Options Optional #

Book a courier from the order

Documented shipping integrations for despatching orders.

Spreadsheet and external database import Optional #

Bring data in from a spreadsheet

Data Load imports and updates parts, kits, customers, suppliers, health billing categories and price adjustments from spreadsheets or external databases in dBase, Access, CSV, tab-delimited or fixed-width format, and is also used for start-up databases and supplier price updates.

SQL Query Access to the Database Optional — Unclear #

Get at data the reports do not show

Where the standard report designers do not expose a data set, users with SQL knowledge can query the underlying tables directly to build custom reports, subject to approval from Windward's programming team.

Supplier catalogue lookup Optional #

Find the right part for that vehicle

Parts are looked up in the NAPA ProLink catalogue by year, make, model, engine and submodel, checked for price and availability at the local store, and added to the sale, creating new part records from the catalogue's list and cost prices.

Sys5Script XML Automation Optional #

Automate imports and exports on a schedule

An XML instruction file drives System Five through data import and export operations. Scripts can be run externally by Sys5Script.exe, which will start and drive System Five, or registered in the Setup Wizard so they appear under a Scripts heading in the Navigator menu.

System Five on Cloud Optional #

Run the system without my own server

A Microsoft Azure hosted deployment accessed through an RDWeb portal, with enforced password complexity requiring characters from three of five categories and self-service password change.

System Five on Cloud desktop client Optional — Cloud #

Run the system without your own server

System Five is delivered as a hosted service reached through a Windows desktop client running on Azure Virtual Desktop, with users signing in against windwardoncloud.com credentials.

Tablet Part Lookup on the Floor Optional #

Look up stock away from the counter

Staff can run a full System Five session on a wireless tablet or portable Windows device through a terminal server, doing price and stock lookups and writing orders away from the counter, including at trade shows and customer sites.

Three routes to selling online Optional #

Pick how you want to sell online

System Five offers a WebSell partner storefront, a WooCommerce connector, and a developer SDK, so a retailer can pick the level of build effort and control that suits them.

Trade and jurisdiction specific reports Optional #

File the reports our trade requires

Beyond the standard report set, purpose-built reports exist for particular suppliers and jurisdictions, such as Apple supplier reporting and the Tennessee Accountability Report.

Version 7 Certified Integration Set Optional #

Know which integrations are supported

System Five 7 carries forward a maintained set of integrations including AVB Linq, Lights America, Message Media, Orgill, Polaris, ShipRush, WebSell Ecommerce, WooCommerce, XO Lights, Windward Intelligence and the WebAPI.

Web descriptions on the item Optional #

Send the right product text to the website

An extended web comment travels with items flagged for the e-commerce site, separate from the counter description.

WebAPI on Cloud or On-Premise Optional #

Use the same API wherever you run

The same WebAPI service runs against on-premise System Five installations and System Five on Cloud deployments, and can be reached from inside the network or externally once firewall access is opened.

Webstore data push and import trigger Optional #

Keep the webstore stocked from head office

After uploading by FTP, System Five calls the Windward E-Commerce System with a store identifier, administrative credentials and URL to start the import, automatically requesting inventory, category, invoice, customer and keyword imports according to the export being run, with the ability to override the import type.

WebStorePOS E-Commerce Platform Optional #

Sell online off the same stock file

An optional e-commerce platform that keeps the online store synchronised with the in-store business, purchased separately from the core system.

Windward Connect Optional #

Connect other apps to your system

Windward Connect works alongside the WebAPI service as the connection layer that lets third-party and cloud applications exchange data with System Five in both directions.

Windward E-commerce SDK Optional #

Build the webstore you actually want

A developer toolkit that connects System Five to a web platform of the customer's choosing, exposing inventory, customers, categories, orders, pricing and tax, with mapping the developer controls.

WooCommerce connector Optional #

Sell on WooCommerce from your own stock

Pushes product detail from System Five out to a WooCommerce store and brings the resulting invoices back through a Windward staging application, with onboarding from Windward's Professional Services team.

XML Central E-Commerce Data Export Optional #

Feed the website your product data

XML Central is the System Five tool for configuring and exporting inventory and category data to an e-commerce site, with the e-commerce flag enabled in the licence codes.

XML e-commerce export to a web server Optional #

Push catalogue data to your web server

System Five can generate an XML export of catalogue data and send it to a remote web server over HTTPS when the e-commerce import option is enabled, with certificate validation handled through Windows.

XO Lights Order Import Optional #

Bring website orders in without rekeying

Orders placed on the lighting showroom website are collected from an FTP site and created in System Five on a schedule with no operator action. Unknown items are created into a mapped sub-category or a default one, and unknown customers are created, or matched on name and address and updated with new email and phone details.

Common questions

Does System Five help you sell on Amazon and social channels too?

Yes. The WebSell storefront connects to Amazon, Google Shopping, Facebook and Instagram as additional selling channels alongside the retailer's own site. This is optional in System Five.

Does System Five help you take cards and gift cards at the till?

Yes. Documented integrations for credit, debit and gift card processing including DataCap Systems and Mercury Payment Systems, with a PA-DSS implementation guide for the payment application. This is optional in System Five.

Does System Five help you invoice oilfield customers in their format?

Yes. Selected invoices are extracted from the database and transformed through a company-specific XSL stylesheet into the XML or TSV format that digital oilfield platforms accept, then written to a designated location for pickup. This is optional in System Five.

Does System Five help you load your parts file without rekeying?

Yes. Parts are imported from Excel, CSV, tab-delimited, pipe-delimited, fixed-width text, dBase, Access or an ODBC source, with each source column mapped to a System Five field. The mapping, the import options and the column functions are saved together as a reusable settings file. This is optional in System Five.

Does System Five help you find the right part for that vehicle?

Yes. Parts are looked up in the NAPA ProLink catalogue by year, make, model, engine and submodel, checked for price and availability at the local store, and added to the sale, creating new part records from the catalogue's list and cost prices. This is optional in System Five.

Does System Five help you run the system without my own server?

Yes. A Microsoft Azure hosted deployment accessed through an RDWeb portal, with enforced password complexity requiring characters from three of five categories and self-service password change. This is optional in System Five.

Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.