Windward Webinar Archives

This Windward Webinar focused on discussing the use of modifiers in System Five. Explore how to use this feature to gather sales data, upsell products, and gather details for deliveries or installations.

This Windward Webinar focused on the importance of integrated credit card processing within Windward System Five, specifically tailored for Canadian clients in partnership with Global Payments Canada.

This Windward Webinar explores obsolete inventory management within Windward System Five. Explore the associated tools and processes to successfully manage and prevent dead stock from eroding profits.

This Windward Webinar explores Customer Relationship Management (CRM) system for tracking sales activities within Windward System Five. Learn how to use appointments and tasks in the CRM to track salespeople's activities, analyze their productivity, and record customer interactions.

You'll also discover how to create and manage tasks, appointments, and follow-ups,...

Learn how to manage multiple deliveries by exploring three primary tools: Block and Move, Layers, and B-Type Invoices. Each technique has its advantages and limitations for various business types, and users need to select the one that fits their business needs best.

This Windward Webinar demonstrates the functions and benefits of the Stock Management Tool, within Windward System 5. The tool can help businesses manage their inventory levels, streamline their ordering process, and manage obsolete products.

This Windward Webinar focusses on strategies to speed up the sales process and increase accuracy. Key topics included creating morning workshops focused on barcoding, using quick sale screens, the importance of quick lists, creating purchase orders from point of sale, cloning estimates or templates, and using the recent purchases tab within Windward System Five.

This Windward Webinar focused on identifying and utilizing the Customer Lifetime Value (CLV) using Windward System Five to help businesses strategize about ways to find new business or building the business they have. The concept of CLV is discussed as it refers to the total they've spent with the business. You'll learn different ways to calculate this value.

This Windward Webinar will help you review business performance for the past year and planning for the coming year. It explores a series of reports and features in the inventory management software, Windward System Five, to help users identify their top-selling products, slow-selling items, and overall sales performance.

This webinar focused on customizing reports, different tools and filters within Windward System Five. Three specific reports were discussed in detail: the invoice report, design inventory report, and customer and supplier report.