Q1 - 2021 System Five Enhancements
Summary of Areas Changed
Sell Through Allowances
Sales Analysis Report
Ship to/Bill to
Check out more enhancements and fixes in the Release Notes
We've been busy here at Windward Software in Q1! In addition to these great enhancements, we released an entirely new support experience for our customers. In case you missed it, here's the announcement.
Rental Invoice Renewal
In the Rental Renewal Function there is a new option to preserve the Original Invoice Clerk. This will retain the Original Clerk whenever modifications or returns occur on the Invoice.
Why is this important? This enables the easy tracking of sales and commission results when a rep signs a recurring rental.
Sell Through Allowance
STA Enhancement Change Request: Instead of line total, the individual inventory quantity price will be included in the description line for using A-type invoices for STA reporting. This change satisfies reporting requirements for vendors like Whirlpool.
Sales Analysis Report
A new Report, the Sales Analysis Report, has been added to System Five. This report allows you to filter based on invoice type and custom date range or by book month. The grid exposes ship-to and bill-to info, is customizable, printable, and can be exported to excel. The report can also be saved for ease of recurring use.
This report requires some configuration to enable.
Ship To/Bill To
These enhancements are related to the tech required to connect to a variety of eCommerce carts. We are currently in Beta for the Windward Connector, but it was worth a mention because the general release is right around the corner. Contact your Account Manager if you are ready to get started on an eCommerce project and would like to be considered for the Beta test.
Category Mapping Interface: An interface created to allow a user to complete the Category and Inventory mapping for their eCommerce cart.
Tender Type Mapping Interface: Created to allow a customer to map the tender type in System 5 to tender types in their eCommerce cart.
These enhancements will allow a user to add/edit mappings without the intervention of a developer or PS assistance.
These enhancements are now in beta for our connection to Woo Commerce carts. Inventory Sync and importing orders into Windward System Five are both supported.
Check out this demonstration video in our Woo Commerce test environment.
Added the ability to integrate with AVB LINQ to update the Virtual warehouse with client-specific virtual parts. The new virtual warehouse parts will include information such as:
* SuppPart/part number * Description * List/RetailPrice * Brand
Completion of the MegaSalesConnectorAPI, MegaCatalogConnectorAPI and the tie-in for both to the Windward Connector for the fulfillment of the Mega AVB LINQ Integration.
Now it's easier than ever to Update to 6.2.4.x
Windward has recently added a self-service updater for customers. You can receive a link with instructions from your account manager.
Customers are required to be on an active Windward Maintenance Contract or a Windward System Five on Cloud subscriber to install or receive product updates. The Windward Maintenance Contract is a standard annual business expense for all Windward System Five users. Windward Software is in business to support your business, and this plan allows us to bring value to you when you need us most. We put together this top three video to explain what's included.
We've covered many of the main points in this video, but you can find out more on the Windward Maintenance Contract site.