====== Windward Software Wiki Site ====== Welcome to Windward Software Systems help and support documentation. Use the table of contents below or the search field in the top right to find information on your topic. For additional help, visit our [[https://www.windwardsoftware.com/help-center.html|help center]] or [[https://support.windwardsoftware.com|customer care portal]] to create a support ticket. ===== General information ===== * [[:faq:Problems viewing-hearing the videos|How to watch training videos]] * [[:faq:backup|Backing up your Windward Software information]] * [[Business Problem - Software Solution]] * [[Staying Safe Online | Six Ways to Safeguard your PC Online]] * [[Windows Hotkeys]] * [[System Five XE11|System Five V7]] * [[System Five Sidekick|System Five Sidekick]] * [[System Five Supported Versions|System Five Supported Versions]] * [[paymentprocessortroubleshooting|Payment Processor General Troubleshooting]] ===== System Five On Cloud ===== * [[system_requirements#workstation|Workstation Requirements]] * [[preinstallation_checklist#standard_workstation_configuration|Workstation Configuration]] * [[s5oc:installation|How to Install Windows Desktop Client]] * [[s5oc:unsubscribe|How to Unsubscribe or Reset from the Windows Desktop Client]] * [[s5oc:installation#multiple_monitors|How to use multiple monitors with System Five on Cloud]] * [[sign_out_of_system_five_on_cloud|How to Sign out of System Five on Cloud]] * [[remote_pos_device_manager|POS Device Setup for System Five on Cloud]] * [[s5oc_supported_integrations|Supported Integrations List for System Five on Cloud]] * [[s5oc:windward_intelligence|Windward Intelligence]] * [[s5oc_faq|System Five on Cloud FAQ]] ===== Frequently Asked Questions ===== * [[system_five_-_installation|Client-Server System Five Installation]] * [[training:outline|Training Outline]] * [[faq:programming_a_symbol_ls_2208_barcode_scanner|Barcode Scanner Configuration]] * [[supported_peripheral_hardware_list|Windward System Five Supported Peripheral Hardware List]] * [[s5oc:unsubscribe|How to Unsubscribe from the Windows Remote Desktop Client]] * [[zebra_eltron_label_creation_via_epl2| Working with Zebra EPL II codes]] * [[system_requirements|Windward System Five Minimum and Recommended System Requirements]] * [[s5oc_supported_peripheral_hardware_list|Windward System Five on Cloud Supported Peripheral Hardware List]] * [[zebra_eltron_epl_sample_label|Zebra Eltron EPL Sample Label]] * [[3012_pervasive_error|3012 - Pervasive Error]] * [[faq:disabling_easy_print_on_windows_2008_ts|How to Disable the Windows 2008 Server Easy Print Option and revert back to 2003 Printer Redirection]] * [[increasing_credit_card_processing_limit|Increasing Credit Card Processing Limit]] ===== System Five ===== | ^ Accounting ((It is important to know the basic terminolgy of accounting. You may refer to the article [[accounting:role|Accounting Role]] for further details in understanding accoutning in System Five.)) | ^ Inventory and Purchasing ^ ^ Integrity | [[integrity_-_general_methods|Integrity - General Methods]] |** Purchases** | [[purchases_-_general_methods|Purchases - General Methods]]| ^ ::: | [[integrity_-_error_corrections|Integrity - Error Corrections]] |::: | [[purchases_-_econnect|Purchases - econnect]]| ^ ::: | [[integrity_-_file_rebuilds|Integrity - File Rebuilds]] |::: | [[purchases_-_required_orders_report|Required Order Report – Removed from Required Quantity: Exclude Stock on a Layaway and Work Orders]]| ^ ::: | [[integrity:report_discrepancies|Integrity - Reporting Discrepancies]] |** Inventory** | [[inventory_-_general_methods|Inventory - General Methods]]| ^ Payroll| [[canada_-_cpp_ei_ppip_exempt_setup|Canada - CPP/EI/PPIP Exempt Setup]] |::: | [[inventory_-_serialized_methods|Inventory - Serialized Methods]]| ^ ::: | [[us_-_form_1095c|US - Form 1095C]] |::: |[[inventory_-_transfer|Inventory - Transfer]]| ^ ::: | [[us_-_labor_industries_tax_-_washington_state|US - Labor & Industries Tax - Washington State]] |::: | [[understanding_changing_price_schedules|Understanding & Changing Price Schedules]]| ^ ::: | [[us_-_nys-45_-_new_york_state|US - NYS-45 - New York State]] |::: |[[manually_storing_credit_cards_in_system_5_in_a_non-integrated_data_set|Manually storing credit cards in System 5 in a non-integrated data set]]| ^ Taxes| [[taxes_-_general_methods|Taxes - General Methods]] |:::| [[training:pos_returns|Handling Inventory Return in System Five]]| ^ :::| [[tax_areas_-_required_setup|Tax Areas - Required Setup]] |** Inventory Reports ** | [[design_inventory_report|Design Inventory Report]]| ^ :::| [[tax_areas_-_bc_tax_rates_for_pst_and_gst|Tax Areas - BC TAX Rates for PST and GST]] |** Stock Adjustments** | [[training:inventory_adjustments_and_automatic_posting_to_ledger0808211254|Inventory Stock Adjustment]]| ^ :::| [[tax_reports_-_recommended_reports_to_run_for_tax_reporting|Tax Reports - Recommended Reports to run for Tax Reporting]] |::: | :::| ^ Sales| [[sales_-_general_methods|Sales - General Methods]] |::: | :::| ^ :::| [[creating_a_refund_check_at_point_of_sale|Creating a Refund Check at Point of Sale]] |::: | :::| ^ :::| [[sales_grid_-_supplier_name_column|Sales Grid – Supplier Name Column]] |::: | :::| ^ Day-end, Month-end & Year-end Procedures| [[reports_-_point_of_sale_transaction_report|Day-End Procedures]] |::: | :::| ^ :::| [[faq:month_end_procedure|Month-End Procedures]] |::: | :::| ^ :::| [[faq:how_to_complete_a_yearend|Year-End Procedure]] |::: | :::| \\ | ^ Setup and Installations | ^ Printing and POS Devices | ^ Hardware and Network Configuration ^ ^ Installation ((Before installation review our [[system_requirements|Requirements for Server and Workstation]] and if building a network the [[faq:windows_networking_best_practices|Networking Best Practices]].))| [[preinstallation_checklist|System Five - Pre-installation Checklist]] |** Printing** | [[printing_-_general_configuration|Printing - General Configuration]]| **Server/Network configuration** | [[faq:tcp_ip_timeout_values_windows_server_family|TCP/IP Timeout Values Windows Server Family]]| ^ ::: | [[system_five_-_installation|System Five Server - Installation]] or [[system_five_-_single_workstation_install|System Five - Single Workstation Install]] |::: | [[printing_-_label_printers|Printing - Label Printers]]|::: | [[faq:wireless_networks|Wireless Networking]]| ^ ::: | [[system_five_-_adding_additional_workstations|System Five - Adding Additonal Workstations]] |::: | [[printing_-_slip_printers|Printing - Slip Printers]]|::: | [[faq:macintosh|Macintosh Compatibility]]| ^ Pervasive \ Actian Database| [[pervasive_-_installing|Pervasive - Installing]] |::: | [[printing_-_to_fax_and_pdf|Printing - To Fax and PDF]] |::: |[[faq:issues_with_using_live_search_over_a_wan_link|Issues with using LIVE SEARCH over a WAN link]] | ^ ::: | [[pervasive_-_troubleshooting|Pervasive - Troubleshooting]] |** POS Devices** | [[pos_devices_-_general_setups|POS Devices - General Setups]]|::: |[[faq:remove_wallpaper_from_rdp_login|How to remove the manufacturers splash screen from the RDP login]] | ^ ::: | [[faq:pervasive_troubleshooting|Pervasive - Crash Troubleshooting]] |::: | [[when_will_tap_and_pay_be_available_in_canada|When will Tap and Pay be available in Canada]]|::: | [[faq:network_troubleshooting|Network Troubleshooting]]| ^ :::| [[pervasive_-_dsn_slowness|Pervasive - DSN Slowness]] |::: | :::|:::|**Terminal Services**| ^ Payment Processing (Credit / Debit Cards)| [[payment_processing_application|Payment Processing Options]] |::: | :::|:::|[[terminal_services_configuration|Terminal Services Configuration]]| ^ :::| [[credit_card_numbers_-_validating_credit_card_numbers| Credit Card Numbers - Validating Credit Card Numbers]] |::: | :::|:::|[[faq:terminal_services_considerations|Terminal Services Considerations]]| ^ :::| [[netepay_setup_-_datacap_install| NetEpay Setup - Datacap Install]] |::: | :::|:::|[[terminal_services_practices|Terminal Services Practices]]| ^ :::| [[partial_approvals| Partial Approvals]] |::: | :::|:::|[[faq:auto-launching_system_five_in_terminal_services|How to Automatically Launch System Five in Windows Terminal Services]]| ^ :::| [[payment_processing_-_general_methods|Payment Processing - General Methods]] |::: | :::|:::|[[faq:redirecting_com_ports_on_windows_ts|How to redirect COM ports on Windows Terminal Server]]| ^ :::| [[payment_processing_-_mercury_payments|Payment Processing - Mercury Payments]] |::: | :::|:::|[[faq:printers_not_showing_up_in_windows_terminal_services|Printers not showing up in Windows Terminal Services]]| ^ :::| [[select_payment_processor|Selecting or Changing Payment Processors]] |::: | :::|:::|[[faq:using_barcode_scanners_with_windows_terminal_services|Using Barcode Scanners with Windows Terminal Services]]| ^ WebAPI| [[webapi_installation|WebAPI Installation]] |::: | :::|**Hardware configuration**|[[supported_peripheral_hardware_list|Windward Supported Hardware List (On Prem)]]| ^ :::| [[webapi_updating_ip|Updating WebAPI On-Prem IP address]] |::: | :::|:::|[[s5oc_supported_peripheral_hardware_list|Windward Supported Hardware List (System Five On Cloud)]]| ^ :::| [[webapi_swagger_documentation|WebAPI Developer Documentation]] |::: | :::|:::|[[faq:scanners:home|Configuring your barcode scanner]]| ^ :::| ::: |::: | :::|:::|[[faq:ibc_equipment_setup|Setup of POS Equipment from IBC]]|