Customer Master is part of The Counter in Windward System Five. System Five includes 6 documented capabilities here — all 6 in the standard set.
These 6 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Charge a regular's card on file
Credit card number and expiry can be stored against a customer and re-used or pre-authorised, with individual cards removable on request; storage is off by default and must be deliberately enabled.
Call customers at a sensible hour
A time zone can be set per customer and the screen shows the offset from the user's own time zone, colour-coded from black through blue and green to red as the gap widens.
Set up a new customer in seconds
Create one or more "Default" customer records that pre-fill city, postal code, taxes, price schedule and credit terms on every new customer; staff pick the template that matches the customer type. Addresses can also be pasted straight from web sources such as Google Maps.
Make sure staff capture the customer
A customer can be forced onto a sale three ways: by inventory item (used where warranty registration is needed), by invoice value above a set threshold, or by replacing the cash invoice type with a lookup cash type.
Reach the right person at the account
Each customer holds an unlimited list of named contacts with their own address, branch, direct line, comments and photo, and the primary contact syncs with the customer's own name fields.
Ship to the right address every time
A single shipping address plus a multiple ship-to list drawn from other customer records, with label printing rules that follow the tab you are on and support both laser label designs and raw-text or barcode label printers.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.