Windward Webinar Archives

The Windward Webinar focused on discussing the Process Tracking Menu feature of the Windward System Five. This feature is designed to track any process containing a series of steps or stage.

The webinar focused on explaining the process of receiving and selling a role of material. This included breakdown of material by foot and tracking how many feet are remaining on the rolls. A live demonstration was presented showcasing the step-by-step procedure.

This Windward webinar discusses the promotions function in Windward System Five, detailing how to set up and configure basic promotions. It also highlighted the interaction of this module with other parts of the software like the inventory, suppliers, customers, invoice units, and accounts receivable modules

This Windward Webinar covers job and project costing, how to run reports, and track income and expense for jobs. Learn how to set up jobs and projects, how to assign job numbers to deals, invoices and ledger entries, and how to use the income and expense report to examine the profitability of specific jobs.

Discover the setup and functions of renew rentals or recurring rental in Windward System Five, and the basic setup of rental state and checklists.

This Windward Webinar details how to enable and use the checklist feature in Windward System Five, which allows rental units to automatically move to an available state upon return, preventing them from being rented out again until they are moved back to the available state by a user.

The webinar by Windward Software focused on the national accounts feature in System Five. The feature allows linking of parent customer accounts with subsidiary accounts, where invoices can be managed in both directions. Key points explained include the setup process, how a parent company pays invoices for subsidiaries and the interface of managing these accounts.

This webinar discussed how to you can generate layers on the fly when you are creating invoices within Windward System Five.

This Windward Webinar explores various reward rules, lists, and promotions within Windward System Five. Explore how different rules works, including points, percentage points, percentage discount, dollar discount, price schedule rewards, sale price rewards, free product rewards, and points percentage of profit.

This Windward Webinar discusses the Gift Certificate Promotion setup, a function that allows customers to redeem points for a gift card or gift certificate within Windward System Five.