Windward Software Wiki

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====== Windward Support Knowledgebase ======












===== Support Procedures and Processes =====

  * [[address_change|My company address is incorrect in System Five]]
  * [[password_recovery_procedures|Password Recovery Procedures in System Five version 6]]
  * [[employee:process:define_exact_problem_and_validate|Defining & Validating the Problem]]
  * [[employee:submitting_incidents_bugzilla_tickets_process|Submitting Incidents]]
  * [[employee:invalid_license_code|Invalid license code issue]]
  * [[training:customized_training_via_mywindward0805060909|Customized Training via Mywindward]]
  * [[speedypos_v6|SpeedyPOS Product Info]]








===== IT Services =====

  * [[check_user_logout|All User Logout Check]]
  * [[data53zip_login_error|Data53.zip Error on login]]
  * [[videos:excel_remove_duplicates1010131636|Excel - Removing duplicate values from a column]]
  * [[faq:installing_a_play_directory|Setup Training/Play directory]]
  * [[Windward Blank Login]]
  * [[Windward Terminal Lockout|Red Terminal Box]]
  * [[employee:i_can_t_log_in_to_my_system|Log in Issues & Solutions]]
  * [[faq:system_five_shortcut_arguments|System 5 Shortcut Arguments]]
  * [[employee:linux_how_tos|Linux How Tos]]
  * [[linux_installing_pervasive|Installing PSQL on LINUX]]
  * [[employee:msxml_4.0_accessibility_issue|MSXML 4.0 accessibility issues]]



===== Installation =====

  * [[videos:activate_terminals1006181214|License - Activating new terminals]]
  * [[faq:installing_your_license_file|License - Installing Wincode license file]]
  * [[faq:registering System Five COM|Registering System Five COM interface]]













===== Accounts =====

  * [[tax_credit_button_grey|Bills - Tax Button is greyed out]]
  * [[bad_debt_clearing|Bad Debts - Clearing Bad Debts]]
  * [[nsf_payment_handling|Cheque - Handling NSF Cheques]] (Under Construction)
  * [[How to delete a cheque|Cheque - How to delete a cheque]]
  * [[creating_a_refund_check_at_point_of_sale|Cheque - Refund Cheque at Point of Sale]]
  * [[merging_customer_accounts|Customers - Merging Customer Accounts]]
  * [[price_schedule_exception|Customers - Price Schedule Exceptions]]
  * [[data_load_-_customer_load_-_national_accounts| Data Load - Customer National Accounts]]
  * [[email_-_inter-office|Office Mail - Using System Five Office Mail]]







===== Databases =====

  * [[data_conversion_-_5.41_stock_control_routines| Data Conversion - 5.41.x.x Stock Control Routines]]
  * [[quantities_on_work_order_do_not_appear_after_conversion|Data Conversion - Missing Quantities on Work Orders]]
  * [[employee:pace_data_conversion|Data Conversion - Pace Data Conversion]] (Windward Support Tech Procedure)
  * [[weird_behaviour_such_as_receiving_of_pos_generating_errors|Data Conversion - System Behavioural Problems post update]]
  * [[training:dsn_setup_multiwordsearch0812191141|DSN - Setup DSN]]
  * [[faq:DSN_getting_lost_with_connection|DSN - Getting lost when uninstalled]]
  * [[94_pervasive_error|Pervasive Error - 94]]
  * [[161_pervasive_error|Pervasive Error - 161]]
  * [[3012_pervasive_error|Pervasive Error - 3012]]
  * [[employee:pervasive_encryption|Clearing Encryption from Pervasive Data file]]
  * [[employee:psql_supported_environments|PSQL Supported Environments]]














===== Hardware and Networking =====

  * [[faq:wasp800|Barcode Scanner - Wasp 800 CTRL-B Preamble Setup]]
  * [[tier1_cashdrawer|Cash Drawer - Cash Drawer does not open]]
  * [[pos_dev_options|POS Devices - POS Device Manager]]
  * [[faq:set_up_slip_printer_in_system_five|Printing - Slip Printer setup and configuration]]
  * [[tier1_printing|Printing - Cannot Print in System Five]]
  * [[fax_from_system_five|Using Fax in SystemFive]]
  * [[faq:hardware_partner|Hardware Partner Info]]
  * [[vx810_troubleshooting|VX 810 Pinpad Troubleshooting]]
  * [[cipherlab_cpt8200_configuration|How to configure a CipherLab CPT8200 to work with a Windows PC]]










===== Inventory =====

  * [[white_papers:Category change from within the Inventory Record|Category - Change category from within the Inventory Record]]
  * [[matrix_data_load|Data Load - Matrix Data Load]]
  * [[faq:fix_stock_quantities|Integrity - Fix Inventory Quantities]]
  * [[training:zero_inventory_stock_count1007231144&|Physical Inventory Count - Zero Stock Quantities]]
  * [[physical_inventory_count|Physical Inventory Count - Inventory Counting]]
  * [[inventory_price_change|Price Change - Inventory Price Change Methods]]
  * [[videos:inventory_fix_serial_history1008161125|Serial Numbers - Fixing Serial Number History]]
  * [[videos:inventory_fix_serial_history1008161125|Units - Fixing Unit Ownership]]
  * [[restocking|How to Use Restocking in System Five]]
  * [[training:inventory_labor|Training - Inventory Labor]]
  * [[training:inventory_non_labor|Training - Inventory Non_Labor]]
  * [[training:inventory_comments_overview|Training - Inventory Comments Overview]]
  * [[training:inventory_comments_printable_selling|Training - Inventory Comments Printable Selling]]
  * [[honda_price_update|Updating Honda Price]]
  * [[merging_part_numbers|Merging Part Numbers]]
  * [[training:rentals_transfer_normal_stock_to_rentals|Transfer Normal Stock to Rental Stock]]
  * [[training:rentals_transfer_normal_stock_to_serialized_rentals|Transfer Normal Stock to Serialized Rental Stock]]


















===== Ledger =====

  * [[a_r_reconciliation_process| A/R - A/R Reconciliation Process]]
  * [[transaction_lists - g_l_transaction_posting_lists report]]
  * [[gl_-_bank_reconciliation|Bank Rec - Bank Reconciliation Import]]
  * [[reopen_closed_bank_rec|Bank Rec - Reopening a closed bank reconciliation]]
  * [[Integrity - A Type Invoice should not post to cash]]
  * [[training:08_fixingdepositonworkordererrorsusingthetoolbox0908180951|Integrity - Fixing Deposits on Work Order]]
  * [[ledger_file_out_of_balance|Integrity - Ledger File Out of Balance Error]]
  * [[Integrity - Payments with Work Orders]]
  * [[testing_proof|Integrity - Testing and Fixing Proof]]
  * [[profitability_primer|Profitability - Understanding Profitability in System Five]]
  * [[profitability_report_analysis1|Profitability - Unexpected profitability values]]
  * [[payment_processing_error_yes_no_cancel_approved_declined|Payment Processing - Error While Reopening invoice]]


























===== POS (Point of Sale) =====

  * [[cash_clearing|Cash Clearing Reconciliation]]\\
  * [[videos:invoice_delete_vs_void1006041702|Invoice -Deleting vs Voiding]]\\
  * [[email_pdf_invoices|Invoice - Emailing PDF Invoices]]\\
  * [[videos:part_search_noparts1007280902|Invoice - Part not Found on Part Find]]\\
  * [[invoice_type_explained|Invoice- Invoice Type Explain]]\\
  * [[overselling_without_warning|Invoice - Overselling without Warning]]\\
  * [[quick_cash_is_not_refreshing_after_a_sale_is_completed|Invoice - Quick Cash not reloading new form]]\\
  * [[invoice_subtype_usage|Invoice - Using Invoice Subtypes]]\\
  * [[invoice_find_customize|Invoice Find - Customizing Search Grid]]\\
  * [[currency_exchange|Multicurrency- Currency Exchange]]\\
  * [[videos:cc_offline_capture1006021648|Payment Processing - Offline credit card capture]]\\
  * [[invoice_profit_analysis|Profitability - Estimate Item Profit]]\\
  * [[unit_pos_actions|Units - Return and Trade-in Actions]]\\


===== Purchasing =====

  * [[videos:bill_distributed_payments_review1007151507|Bills - Distributed Payment explainer]]
  * [[buy_kg_sell_lb|Pack Size - Buy by kilogram Sell by Pound]]
  * [[videos:po_foreign_tab1010081653|PO - Foreign Currency Purchasing]]
  * [[po_sort_functions|PO - Sorting Functions]]
  * [[matrix_purchase|Purchasing - Purchasing Matrix Items]]
  * [[videos:sell_packs_by_weight1007091655|Sell by Weight - Purchasing cases of pre-packaged items of different weights]]




===== Replication and Ecommerce =====

  * [[rebuilding_standalone_lan_with_an_existing_dataset|Standalone LAN - Rebuilding with an existing dataset]]
  * [[manually_releasing_a_standalone_dataset|Standalone LAN - Standalone Dataset Release]]
  * [[employee:uninstalling_polling|Uninstalling Polling]]

===== Reporting =====

   *[[excel_tips|Excel - Exporting to Microsoft Excel and Excel tips]]
   *[[inventory_custom_reporting|Inventory - Customized Reporting techniques]]
   *[[employee_time_sheet_edit|Reporting - Editing Employee Time sheets]]

























===== Setup Wizard and Configuration =====

  * [[department_setups|Department Setup - Adding or Removing Departments]]\\
  * [[multiple_technician_details_not_lining_up|Form Design - Lining up Technician Details]]
  * [[videos:form_design_default_templates1011101044|Form Design - Loading default templates]]
  * [[invoice_add_image|Invoice Setup - Adding Invoice Images]]
  * [[adding_invoice_types|Invoice Setup - Adding Invoice Types]]
  * [[videos:invoice_companyname_dept1008111655|Invoice Setup - Correcting company address for departmental datasets]]
  * [[logout_on_nokeystroke|PCI Setup - Logout on no Keystroke]]
  * [[password_recovery|PCI Setup - Password Reset / Recovery solutions]]
  * [[videos:printing_invoice_form_pagesize1008061037|Printing - Incorrect Invoice Pagesize]]
  * [[faq:setup_signature_capture|Signature Capture - Configuring a Topaz Signature Capture Device]]
  * [[videos:tax_credit_error_add_bill1007081639|Taxes - Conflicting tax credit setup when adding Bill]]
  * [[Tax_area_to_customer|Taxes - Set tax area for multiple customers]]
  * [[HST_Tax_Setup|Taxes - HST Tax Setup]]
  * [[select_payment_processor|Selecting or Changing Payment Processor]]
  * [[employee:installing_epay_administrator|EPAY Administrator Installation]]
  * [[payroll_discovery|Windward Payroll - payroll discovery questions]]
  * [[po’s printing too many pages]]








===== 3rd Party Integrations and Applications =====
The 3rd Party Integration category includes Non-Windward products and services that can be integrated with System Five. \\
Specific areas include:
  * Lease Quest 
  * Part Smart 
  * John Deer 
  * Lights America 
  * {{napa_prolink_setup_.pdf|Napa ProLink Setup}}
  * Parts Manager Pro 
  * Irly PO integration 
  * Do-It-Best Inventory and PO integration 
  * Ship Rush 
  * Multi-Cat
  * [[ups_worldship_setup|3rd Party App - UPS Worldship Setup]]