Selling is part of Whole Goods & Equipment in Windward System Five. System Five includes 5 documented capabilities here — all 5 optional. Trades that lean on it include RV Dealers, Powersports Sales Service & Rental, Outdoor Power Equipment.
These 5 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Tie the job to the right machine
The invoice's Units tab associates the machine's make, model, licence, serial and other detail captured at receiving with the sale or work order, and can force a unit to be identified before a work order can be created.
Record which machine left the yard
A unit sells like any other stock line, but the quantity field opens a serial picker so the specific machine leaving the yard is recorded against the invoice, with discounting, comments and technician labour all still available.
Keep the over-allowance off the customer copy
The difference between the book value assigned to a trade and the trade value actually given to the customer is posted as a trade allowance against a dedicated non-inventory part, with the forms designer able to suppress that detail from the customer's copy.
Take back a machine you sold before
A serial number previously sold can be shown and re-selected on an invoice by ticking Show Sold, and the resulting line is flagged with a [Tra] extension on the part number.
Take a machine in trade without wrecking margins
A used machine can be taken in trade on the sale of a new one, with the trade routed through alternate ledger accounts and a clearing account so revenue and cost of goods are not distorted by the trade transaction.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.