Q3- 2023 System Five Enhancements

Summary of Areas Changed

New Mobile App

Order Import

Integrations 

Reporting

Hardware Additions

In Q3 our Development team deployed over 50 fixes and enhancements, the most important of which resulted in a completely new mobile application called Windward System Five Sidekick

System Five Sidekick Mobile App

Windward System Five Sidekick is a mobile application designed to enhance productivity by enabling users to work with their existing data without being tied to a desk.

Part Find

• Powerful Inventory Search
• Look up parts, prices, & more
• Updated from System Five in near real time

Order Builder

• Build an order - Anywhere
• Print a quote from your mobile device
• Send to System Five for tendering

The app supports various use cases, such as linebusting, checking item details remotely, building orders in the showroom, and viewing stock levels at trade shows. It operates on any device with a signal, providing unmatched mobility.

For more information visit windwardsoftware.com/sidekick

Back Order Report Enhancements

Several Back Order Report Enhancements have been completed:

1. A new filtering option has been added to the Back Order Report to allow for filtering by Delivery Date Range.
2. A new option has been added to the Back Order Report to allow filtering by Category or Part.
3. New customizable columns have been added to the Back Order Report for:
   • Ship to Customer
   • Customer Unique Number
   • Customer Standing PO Number
   • Invoice Terms
   • Invoice Free Form Comment (1-20)
   • Customer Free Form Comments
   
   Please Note: the Customer and Ship-To Customer Free Forms are grouped together and use the same comment headers so a user will need to determine which is for Customer and which is for Ship-To.
4. A new Sorting option category has been added to the Back Order Report: 'Category, Part, Delivery Date'.
5. A new report saving template has been added to the Back Order Report. Note Part, Customer, Supplier, and Expected Dates do not save with the template. In an Inventory Item under the Invoice Backorders tab a 'Back Order Report' button has been added. When clicked, it will run the Back Order Report with the Inventory Item currently selected.

Hardware Addition

Added support for the Zebra Core Scanner interface which supports the Zebra 7000 series scale / scanners, and should work with every other zebra scanner.

A change to how taxes are applied on imported orders has been made for the Ecommerce Staging order import, when importing from the new Sidekick App. When importing from the Sidekick App taxes will be calculated using System 5 tax rates as opposed to WebSell and WooCommerce imports that do not calculate taxes as they should be calculated for customers prior to taking payment on the website.

 Did you Know? Windward Software offers Custom Programming Services.

Customer-led development for Windward System Five focuses on creating solutions that directly address the specific business challenges faced by users. By actively involving customers in the development process, Windward Software ensures that its features and enhancements are tailored to real-world needs. This approach not only enhances the system’s functionality but also fosters a collaborative relationship with clients, driving innovation and delivering practical, effective tools for business problem-solving.

Now it's easier than ever to Update to our newest versions 

Windward has recently added a self-service updater for customers on version 6.2.4.479 or higher.

Visit this support article for how to apply your easy updates.

Work continues to simplify the process even further.

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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.

The video below shows some of the resources available to Windward Clients.

Find out more on the Windward Maintenance Contract site.