| INVOICING FEATURES
CUSTOMERS - ADDING OR EDITING ON THE FLY
Add new customers on the fly. When creating an invoice for a new
customer, you can click on the new customer button to create the
customer right then and there. This is great for warranty purposes
or just to increase your mailing list.
Normally, you'll be searching for an existing customer. To do this,
just start typing the customer name and it should appear. If you
have several customers starting with the same letters, you can
click on the find customer button to search for a customer using
the customer search screen as used in all other areas of the program.
In addition,
you can edit the existing customer if you need to update the address
or phone number, etc., or be able to view their purchase history
to help with the current sale. For example, if they want to buy
a vacuum cleaner bag and you need to know which model they purchased,
you can easily access this history.
" We have been using Windward software program since 1994 and have
been very happy with many features that make this program unique
and very useful to our company. We especially like that at any
given moment we are able to get up-to-the-minute reports on sales,
profits, inventory, ect. This especially helps us to be able to
make wise decisions in our buying and therefore helping to keep
unneeded expenditures at a minimum."
Ron Worrall • Fredericton,
NB Canada
Notable Features:
• With the appropriate level of security, the user can view your cost and
profit margin before applying a discount
• Tendering with a foreign currency is supported
• Optional interface to credit card verification software
• Track service technician time spent versus time billed and print productivity
reports
• Send invoices directly to customers via e-mail or fax
• Send special orders directly to the purchase order module so they will
not be forgotten
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Estimates
Windward System Five allows you to enter estimates using the customer
and inventory items on file. Estimates will have no effect on
the inventory on-hand, customer balances or the profit and loss
statement. However, when the customer decides to make the purchase,
you can convert the estimate into an invoice or work order without
having to reenter all the data.
" I
would recommend this program to anyone who wants to run their register
with ease, keep inventory records properly and be able to run endless
amounts of reports.
For those who need to switch the way we did, the process will be worth it." Judy
Lugo • Las Vegas, NV
Work Orders and Pick Lists
If you are in the service business, you can create work orders
while the work is in progress. As the work is completed, the work
orders are updated so when the customer arrives, it is simply converted
into an invoice, without reentering the data. Similarly, you can
enter large customer orders and print a pick slip sorted by location.
When the order is ready to go, just convert the work order into
an invoice.
You can accept deposits on work orders, and the system will show
the correct balance due when the customer returns to pay. As work
orders are entered, the inventory values are immediately updated,
however, the customer balance and ledger values remain unchanged
until the work order is finally invoiced.
RMA (Return Merchandise Authorization)
Windward System Five includes great support for RMA, both those
being returned to you from your customers and those going from
you to your supplier. The RMAs are tracked and reported until
they are completely dealt with.
Ship Partial Orders
It is very important that whenever inventory leaves the store in
a customer’s possession that an invoice be created, either
cash or on account. Windward System Five supports tagging and moving
the shipped item from a work order, onto a final invoice when you
need to make partial deliveries.
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