1 (250) 492-8888
sales@windwardsoftware.com
Windward Training Events
Master System Five from the comfort of your home or office by attending one of our Virtual Events hosted by Windward Professional Services.
Two options are available for this training
2-day Intensive
February 22-23 6:30 AM - 3 M PT
OR
Half-day Tuesdays 6:30 - 11 AM PT
(February 7th, 14th, 21st & 28th)
Keeping Your Pricing Up-to-date:
- Price Schedules/ Default items/ Pricing basics
- Pricing adjustment tool
- Design Inventory Report
- Virtual Warehouse
Showroom Prep and Stock Management:
- Labeling Options
- Methods of Segregating Showroom Stock
- Work Order Method
- Departments
Working with Builders/Contractors:
- Creating template invoices
- Using Allowances and Splitting Invoices
- Job Costing
Sales Process:
- Tracking the sale from inception
- Estimate Tracking and Reporting
- Using the Task Management System
- Work Order Stealing
Two options are available for this training
2-day Intensive
April 19-20 6:30 PM - 3 PM PT
OR
Half-day Tuesdays 6:30 - 11 AM PT
(April 4th, 11th, 18th & 25th)
Topics To Be Covered Include
- Units & Serial Numbers
- Virtual Warehouse
- Pricing Updates
- Sell Through Allowances
- Floor Signage
- Barcodes
- Tracking Sales, Estimates & Reporting
- Invoicing Tips & Tricks
- Delivery & Scheduling
- CRM Topics
- Sales Reporting
- Commissions
- Windward Intelligence
- RMA Warranty Tracking
- Servicing Units
Two options are available for this training
2-day Intensive
June 21-22 PT 6:30 PM - 3 PM PT
OR
Half-day Tuesdays 6:30 - 11 AM PT
(June 6th, 13th, 20th & 28th)
Inventory and Invoicing
- Invoicing Tips & Tricks
- Mastering Special Order Stock Management
- Stock Adjustments - Tips & Tricks
- Managing Price Changes & Adjustments
Period End and Accounting
- POS Reporting
- Physical Inventory Count - featuring the SCAN App
- Month/Year End - What should you be doing?
"These events are about bettering your business. It's about getting ROI on your software investment and finding workflows and efficiencies that can increase sales, help you control your inventory, and get the reports that guide better business decisions."
Charlene Gillespie - Director of Professional Services
Register Now
So, How much does it cost to attend?
$998/seat(Multi-Seat Discounts are Available) |
Who should attend?
Anyone in your organization that regularly uses Windward System Five is an excellent candidate to attend this event.
Bringing more than one team member to learn together definitely increases the impact of the training -- and the value of your investment.
Your Account Manager will be pleased to assist you with enrollment.
Why should my business attend?
Many companies admit that they only use 10% of the system... Efficient use of Windward System Five can help you develop and retain staff as you learn how to measure success; it can help you find new channels of revenue by identifying customer needs & trends and most of all it can assist in making OPEX decisions as you dig deep into the financial reporting.
Registration includes:
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- Interactive training directly from the Professional Services team.
- Networking opportunities with other businesses using Windward System Five