Training Courses‎ > ‎

Computer Training - Windward/WWS5 (DEPRECATED)

The below contents have been deprecated and replaced by Windward Academy. Contact HR for more info on how to use Windward Academy.


Windward System 5 (WWS5) is our Point of Sale system at Ravi's Import Warehouse - All employees are expected to learn and understand the system. The topics covered in this training can be revisited as needed to review and clarify instructions and internal processes. 

 

Instructions

  1. Find the section most appropriate for your new position and watch all the videos associated with that role.
  2. Don't worry if you don't understand everything: the videos are just to give you familiarity with the software - just take notes to ask your Leader later. You will learn much more by asking after you have watched these videos rather than before!

Links to Training Videos

Welcome

WELCOME

Checklist

PRE-GO LIVE CHECKLIST 

System Setup & Data Prep

 Category Setup »

 Main and Sub-Category Setup
 
Category Maintenance - Moving Parts to other Categories


 Other setup » Default Settings »

 Master Default Item
 
Customer Default
 
Supplier Default
 
Inventory Default by Sub Category
 
Inventory Master Default by Supplier


Users & Security Switches »

 General Security
 
Invoicing & Accounts Receivable
 
Accounts Payable
 
Accounting/Ledger
 
Purchasing & Receiving Inventory


 Data Migration plan »  Inventory Basics » Adding Inventory 

 Adding Inventory
 
Numbers - Part/Item/Supplier Part
 
Non-Inventory Items
 
Tracking Labor

 

 Inventory Pricing »

 What is landed cost
 
How is the price determined
 
Price Schedules


 Finding Inventory

 Deleting Inventory
 
Selectively Deleting Inventory


 Barcoding & Barcode Labels »

 Customizing Barcode Labels
 
Auto Generate Barcode Numbers
 
Supplier Barcode Numbers
 
Scanning Tip - Station Check


 
Part Load - Inventory

 

Virtual Warehouse  Dataload

 Importing Supplier Catalogue
 
Virtual Warehouse Maintenance


 Physical Inventory Count »

 Physical Stock Count


 Adding Customer & A/R Information »

 Adding Customers
 
Basic Information
 
Finding Customers
 
Contact Names


 Advanced A/R Information »

 Reporting
 
Customer Purchase History
 
Invoice History
 
Freeform Comments
 
Warning Comments
 
Customer Load
 

Adding Supplier & A/P Information »

 Adding Suppliers
 
Basic Information
 
Finding Suppliers
 
Contact Names


 Advanced A/P Information »

 Financial Information
 
Checks/Payments History
 
Bill History
 
Purchase History
 
History Comments
 
Freeform Comments
 
Warning (pop-up) Comments

 

 Supplier Load
 
Converting a TXT file to a CSV
 Advanced Inventory »  Labels »

 Selectively Printing Inventory Labels
 
Create a Shipping Label for use at POS

 

Pricing » 

 Price Schedule Exceptions
 
Standard/Average/Next pricing
 
Sale Pricing
 
Quantity discounts
 
Contract Pricing
 
Minimum Price level for selling

 Applying Discounts »  Price Adjustment (Global or Supplier)

Price Adjustment - Increase
 
Cost Multiplier
 
Base Cost


 Inventory Advanced Options »

 Superceeding Parts
 
Alternate Suppliers
 
Labor Items


 Whole goods/Unit Inventory »

 Serial Numbers - Setup
 
Whole Goods/Unit Setup
 
Warranties & Returns to Vendors
 
Unit Trade In's
 
Capitalization of Units


 Kits »

 Returning Kits
 
Purchasing Kits
 
Kit Data Load


 Inventory Comments »

 Inventory Pictures
 
Web Comments for E-Commerce
 
Lookup words


 
Units of Measure »

 Setup & Sale Inventory Items in different Units of Measure


 
Using Layaway for Display Items (using Block and Move)
 
Pack Size
 
Renaming the Size fields on an Inventory record


Ledger Setup »

 Chart of Accounts
 
Tax Tables


 Form Setup »

 Info Section (Laser Printer Form)
 
Items Section (Laser Printer Form)
 
Adding Your Own Text To Forms
 Invoice Tree Setup - General
 
Invoice Tree Setup - Advanced
 
Slip Reciept and Slip Printer Setup


 Labels »

 Customizing Laser Labels
 
Laser Versus Label Printers
 
Different Methods of Label Printing
 
Excluding Labels When Printing

Point of Sale


 » Creating Sales »

 Creating Estimates/Quotes
 
New Sale Feature
 
Retail Sales -Cash & Carry
 
Charge Sale/Accounts Receivable
 
Adding Items to Invoice
 
Misc part
 
Finding & Adding Recent Purchase to Invoice
 
Charging Delivery Fees
 
Taking Tender/Payments
 
Issuing Store Credit to a Customer
 
Sublet/Sub-Contract Labour


 Returns »

 Customer Returns


 Applying Discounts »

 Discounting Items
 
Discounting Entire Invoice


 Backorders & Special Orders - Out of Stock »

 Oversell or Sell Available
 
Back Orders
 
Special Orders
 
Special Orders - When you already have the item in stock
 
Special Order Misc Part
 
Partial Shipments to Customers


 Work Orders »

 Creating a Work Order
 
Work Order Deposits


 End of Day Process »

 Overview
 
POS Transaction Report - Part A
 
POS Transaction Report - Part B
 
POS Transaction Report - Part C
 
Handling the float from previous day at end of day on Go Live date
 
Bank Deposit Journal Entry
 
Reconcile Cash Clearing


 Gift Cards »

 System Five Gift card Setup
 
Gift Card Selling and Redeeming


 Advanced POS »

 Creating a New Invoice - Quick Sale
 
Creating a New Invoice - Touchscreen
 
Changing the order of items on an invoice
 
Consolidated Lines on an invoice
 
Ship Via Options
 
Invoice Comments
 
Freeform Comments »

 Service Invoice - Setup and Sale Unit Type Inventory

 Creating a Tender Type
 
Invoice Layers
 
Use Block and Move for Items on Order
 
RMA - To Supplier »

 Out On RMA Invoice
 
RMA - credit returned
 
RMA - Vendor sends a Check


 
Invoice Sub Types
 

Promotions »

 Promotions Overview
 
Buy two get one free
 
Percentage discount with a coupon presented
 
Dollar Discount with presentation of a coupon
 
Points collection based on percentage of dollar valu epurchased
 
Points collected based on a pecentage of profit on an invoice
 
Collection of points for later redemption
 
Price point for product based on presentation of a coupon
 
Advertised Price with presentation of a coupon
 
Qty purchased = dollar discount
 
Presenting a Customer card = a percentage discount
 
Presenting a customer card = specific price schedule
 
Presenting a Customer card = advertised price
 
Redeem points for a dollar discount
 
Specific Job number = a dollar discount


 
Barcoded Technician Time Tracking
 
Selling Serial Numbered Items
 
Setting Up Existing Floor Planning Stock in System 5
 
Return of Serialized Item back into Inventory
 
Labor Setup and Tracking
 
Technician/Mechanic Setup
 
Tire and Battery Levies
 
Tire Sizing
 
Tire Change: An Automatic 15 mins of Labor
 
Backward Case Breakdown ("Unbreaking" a case)
 
Pack Size
 
Floor plan Items - Supplier Financed
 
Lein Payout for Trade In's
 
Floor Plan Rebates

Purchasing & Receiving

 Purchasing »

 PO Stages
 
Adding New PO
 
Sending PO
 
Email PO to Supplier
 
Finding PO
 
Customizing Purchase Order Grid - Hide/Move Columns
 
Sort Columns on PO
 
Password Protect a Purchase Order
 
Edit Completed PO's
 
Deleting a Sent PO
 
Reversing/Un sending a PO
 
List of Purchase Orders Report
 
Receiving PO (Freight, Duty etc)
 
Receiving More Than Ordered
 
Receiving Partial Shipment
 
Single Supplier Order
 
Suggested Order Report for All Suppliers
 
PO Expected Report
 
Add Drop Ship to PO
 
PO Expected Report by Date Range


 Kits »

 Kits - Overview
 
Dynamic Kits
 
Tag Along Kits
 
Kits with Options for Use at POS
 
Static Kits
 
Exploding Kits
 
Kits Within Kits
 
Multiple Choice Parts within Kits


 Inventory Comments »

 Comments Overview
 
Warning Comments at POS
 
Inventory Comments - Invoice Printable
 
Purchase Warning Comments
 
Purchasing Comments - PO Printable
 
Freeform Comments


 Advanced Purchasing »

 Purchasing Kit Items
 
Whole goods/Unit Inventory Purchasing
 
Purchasing Serial Numbers
 
Recieving PO's - distribute freight to items

Accounting and General Ledger

 Accounts Receivable »

 Pennies - Eliminating
 
Payment on Account
 
Scheduled Payments
 
Using a Transfer Invoice for Donated Items
 
List Open Work Orders and Layaways (and Back Orders) Report
 
Invoice Report
 
Returned Checks from Bank
 
General Ledger effect of an AR invoice
 
Customer Vehicle Unit Informaiton

Accounts Payable »

 Adding Bills
 
Linking PO & Bill
 
Payments Over Time - Distributed Due Dates
 
Adding Tax to a Bill
 
Supplier Discounts
 
Creating Payments/Check
 
Reimburse an Employee for paid AP Bill
 
A/P Advances
 
Creating a Check Run
 
Printing Batched Checks
 
Reprinting a Check
 
Auto Withdrawal from Bank Account
 
Paying Supplier Bills with a Credit Card
 
Voiding a Check
 
Credit card set up as a bank
 
Bill History


 Ledger »

 Debits vs Credits in System Five
 
Accounting Periods - Book Months
 
Create a Journal Entry
 
Finding Journal Entries
 
Journal Templates
 
Audit Trail - View Ledger Transactions
 
Paid Out Invoice Journal Entry
 
Cash Clearing - how to use
 
List Unposted Journal Entries Report
 
Edit/Void Posted Journal Entries via a Reversal
 
Inventory Qty Adjustment & Posting to Ledger
 
Journal Entry Check
 
Prepaid Expenses Ammortization


SPECIAL PROCESSES

Preventative Maintenance


STARTING INV. QTY & ACCT BALANCES


 
Creating/Updating Starting Inventory Quantities
 
Entering Starting Balances for Suppliers
 
Entering Starting Balances for Customers
 
Entering the Starting Journal Entry
 
Entering Open Work orders
 
Entering Open Purchase orders

 Setting up the Invoice Tree


POST GO LIVE & MONTH END


 
Integrity Check
 
Fixing Integrity errors
 
Integrity - Fix Payments
 
Test Proof Procedure
 
Test fix Proof
 
Bank Reconciliation
 
Bank Rec - Outstanding Checks
 
Generating Interest Invoices
 
Writing Off a Bad Debt
 
Aged A/R
 
Aged A/R Balance to Ledger
 
AR Statements
 
Aged AP Report
 
Aged AP Balance to Ledger
 
Balance Inventory Value to General Ledger
 Stock Landed Value Report
 
Trial Balance
 
Main Category Income & Expense Report
 
Income & Expense Report - Sub Category Detail
 
Discount Report
 
Closing Journal Transactions to Prevent Editing
 
Year End suggested Procedures
 

Reporting » GMROI
 
Open to Buy calculating budget figures
 
Main Category Sales Report
 
Custom Ledger - Auto fill Function
 
YE - Balancing Inventory
 
Restocking Report
 
6 month Comparative P&L
 
Statement of Change
 
Summarized Profit and Loss
 
Overview of Custom Report Tool
 Customized Ledger Report
 
Mail Merge
 
Reporting on Profitability of Labor
 
Weekly Sales Report
 
Lost Sales Reporting
 
Sub Category Profitability Report

Reports - Basic Functions

Reports - Contractor Reports

Reports - Point of Sale Transaction Report

Reports - Inventory

Reports - Pricing

Reports - Sales

Reports - Salesperson

 

ĉ
Amish Bhatia,
Nov 19, 2013, 7:28 AM
Ĉ
Amish Bhatia,
Mar 4, 2014, 4:11 PM
Comments