1. Select Windward Estimate: All Salespeople have access to create a Windward Estimate in any Wish List
2. Once Selected a confirmation screen will pop up as seen below
   1. Customer information will be pre-populated, optionally, billing and shipping addresses can be added for the customer
   2. A salesperson must be attached to the estimate
   3. If more than one System 5 department is available, one will need to be selected
   4. Items with unmapped details will show a warning message, if the estimate is sent as-is the items with warnings will not be included in the System 5 estimate
3. Once sent to System 5…
   1. The customer will be matched in System 5 via email address. If the customer is not found a new customer will be created and the estimate will be assigned to the new customer
   2. Products will be located by Supplier ID and Supplier Part Number. If a product is in System 5 the cost and status (marked for deletion) will be updated to the current values, if the product is not found a new part will be created with the following fields populated:
      1. Part Number
      2. Category
      3. Cost
      4. List Price
      5. Status
      6. Dimensions
      7. LA SKU
      8. UPC
      9. Image
4. After the Estimate has been processed the pop-up will show the results

1. On the Search by Number page locate the ‘Send’ button next to the product to be created or updated
   1. Once selected the product is searched in System 5 by Supplier ID and Supplier Part Number. if the product is not found a new part will be created with the following fields populated:
      1. Part Number
      2. Category
      3. Cost
      4. List Price
      5. Status
      6. Dimensions
      7. LA SKU
      8. UPC
      9. Image
2. A pop-up will display the results of the creation or update

1. If the two settings indicated below are selected, inventory changes since the last update are synchronized into Lights America Nightly
   
2. A showroom manager can select to show quantities or only availability in the Dealer Tools and/or on the public website
   
   1. Items that are In Stock will be marked with a green label and optionally the available quantities will be shown on product pages
      

If there is a business need to update the Inventory and Virtual Warehouse databases weekly, currently it can be done manually by downloading files from Data52 and loading them in the Part Load wizard in System 5. A Data52 file template exists for this and can be requested from Lights America.

Note: Showrooms are encouraged NOT to maintain a full product catalog in System 5, but only keep items that are stocked in the showroom or were ordered and/or sold in the past. Doing this removes the requirement to use the Virtual Warehouse.