Windward System Five Software

3.77 / 5 (135) FrontRunners®

About Windward System Five


Windward Software's Windward System Five helps small to midsize businesses manage their operations by providing an integrated point of sale and accounting solution with real-time inventory management.

Windward System Five is a built-in point of sale application. Among other features, the solution provides a signature capture option that helps minimize duplicate invoices and paperwork, POS barcode support that integrates with most scanners on the market, and the option to add or subtract “soft switches” that allow users to customize the program for their specific business practices.

Windward System Five is capable to document inventory movement between store locations, and users can also integrate the program with their online stores via the WeCommerce tool. It is available for a one-time license fee which includes support via phone and email.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 8

135 Reviews of Windward System Five

Average User Ratings

Overall

3.77 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(46)

4 stars

(49)

3 stars

(15)

2 stars

(11)

1 stars

(14)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 135 reviews

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November 2017

Teegan from Furniture Galaxy

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

3.0

Functionality

3.0

November 2017

Gets the job done. Do not do the updates.

Pros

Very thorough software with lots of room/areas to store Information and very easy to use. The point and click ability of the software makes it easier to train new staff. Can access the software from anywhere in the world using remote desktop connection.

Cons

The updates do not seem to go very smoothly. And update me fix one problem but two new problems arise that were not problems before. We have actually stopped getting updates and have continued to use our current version for years. We have developed our own internal ways to use the software to its fullest potential without getting updates. Software support is readily available however very expensive and a lot of the problems that we have encountered do not have the solution. In order to get the solution we have to pay for the entire resource development team and have to be very very patient to see results. The yearly license fee does not benefit our company as we do not complete the updates. So we paid the fee however are using an out of date software program Because we are afraid to update. Phoning for tech-support can be quite challenging when the bill is charged per minute and we are on hold for 80 percent of the call. We are usually on hold while the tech support discusses with superior or development team to solve our more complex problems. At the end of the day the software program helps us maintain our current business but is not helping us grow our business. We are not ready to commit thousands of dollars to the software program that still has many issues even if we were to update to most current version

November 2017

Colin from Pacesetter Products

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

November 2017

I depend on Windward every day for my role in sales and marketing. I couldn't do my job without it!

It's integral to my role in the company. In fact everyone in our company uses Windward on a daily basis. We use it in every aspect of our product based business from order processing, to sales, management, warranty, accounting and inventory management.

Pros

I like the ability to generate custom sales reports so I can see who my top dealer accounts are, and which accounts I need to incentivize. I need to quickly check stock of products in all four of our warehouse locations, and when a product is out of stock, I need to be able to quickly see what's been ordered and when we are expecting it to arrive at our warehouses. In a "just in time delivery" business world like ours, giving customers an accurate ETA can mean the difference between closing the sale and not closing it.

As a sales manager, I like to look at what the top selling products are by customer and by regions. I like to review our sales trends month by month and year by year, and see where we need to improve. I also need to see the full financial picture of sales, cost of goods sold and company expenses, to make sure we continue to run a streamlined operation and remain competitive in a constantly changing marketplace. Windward's reporting features are excellent in this regard.

Windward is an extremely powerful and feature packed program. It does everything we need to run our business, from accounting to sales; order processing to invoicing; warranty claims and product returns; and generating reports that all levels of management can use to efficiently run their department, or the whole company. In summary, Windward is an extremely comprehensive program that is well suited to our product-based business.

Cons

Like any feature packed program, intuitive menus are critical to accessing all the nuances of the software. Most of power software programs leave something to be desired in the area of intuitive interfaces. Windward is no exception to this. Thus, task specific training modules and quick customer support is of utmost importance to users being able to shorten the learning curve when expanding their knowledge of Windward.

October 2017

Michelle from CEOffice Concepts

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

October 2017

Would like to set up the system again knowing so much more now than was first told.

Pros

Windward is easy to navigate and manipulate. Inventory items are easy to add and change. Like the way the payroll system integrates with Windward so no need to journal . Love the support I have received when requiring assistance from the team in the Philippines . They are prompt in getting back to you and try to assist at all times.

Cons

When trying to customise the system to suit our requirements alot of manual hours are required to change simple things like updating prices and modifications. When we needed to collect information from the system we required a special programme be written to fulfil government requirements. This additional reporting is cumbersome to produce.
There is also alot of double entry when making a payment and then having to do a journal entry to reflect the same. A journal entry should be automatic.
Would like the ability to make ledger numbers inactive
Although we have a very confusing payroll and tax system, we experienced many issues with setting up the payroll system with this year being the first year we have successfully produced a payroll summary. Even then it required alot of double/triple checking to ensure the information was correct. Adding a new employee is once again difficult and time consuming. It would be great to be able to copy an existing one.

Response from Windward Software

Replied November 2017

Thank you, Michelle, for taking the time to provide a review of your experience with Windward System Five. It's nice to hear that you are pleased with the support you have received from our Client Services team. In terms of your concerns, we're confident that there are means to make some of the processes you mention more efficient. At your convenience, please contact your Account Manager at +1 (800) 663-5750 and ask to be registered for The Windward Learning Academy. This is a user-friendly yet comprehensive online source of System Five tutorials, which provide step-by-step solutions for all product features and nearly all possible scenarios. Windward Software is continuously evolving and enhancing Windward System Five, and, in developing each product release, we examine client feedback to ensure that we are delivering a solution that meets and exceeds needed functionality.

October 2017

Mark from Tile Ideal

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

Highly customizable software that you can really tailor to your business for an affordable price.

Reduced IT costs, Improved staff experience and greater overall efficiency of our business practices.

Pros

I give this review after having tried many different software packages over the last 15 years. Some costing x10 the price of Windard, some costing x10 less.

What I'm left with over these years is perspective, and that perspective was hard earned.

You will not find a more complete point of sale, inventory control, accounting, crm, etc. for this price range.

With the ability to fine tune it to your exact business needs, it's easiest to configure, maintain and operate...especially compared to the "enterprise" software world where your eyes will water from pricing.

Its got lightning fastest Point of sale with the absolute best part find search tool I can recall using. The special order management is the best complete solution from any I've tried.

If your serious about your Business, you should consider Windard. I honestly think that in the long run it has improved our business, staff and bottom dollar.

Cons

There is no such thing as perfect software.

With that being said, there are issues...but then it's technology. You have to considering that it is a highly customizable product that able to serve an amazing range of business types with thousands of options.

What Windward has that sets it apart is a fantastic support team with Canadian staff and an out-of-country team that is admittingly fantastic...probably the best off-shore support that I have ever experienced in IT. Tech support is typically same day, commonly instant or within a few hours of placing a call. If you have an urgent problem, they will find someone for you RIGHT NOW.

If you have problems using Windward software...you will most probably have problems using another piece of software. The key with any software, especially if you are new to it, is to have patience and use every opportunity to learn.

Response from Windward Software

Replied November 2017

Mark, thank you very much for taking the time to provide your feedback on your experience with Windward System Five. We're thrilled that you are very satisfied with our software! As you identify in your review, Windward Software is committed to continuously improving our business management solutions such that we may continue to offer the most user-friendly, yet comprehensive functionality available.

October 2017

Scott from McCoy's Inc.

Verified Reviewer

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2017

A powerful POS with unlimited flexibility, reliable stability, and great support staff.

Saved our company time and money in the ling run. Being able to customize the look, feel, and functions of the application let us implement EXACTLY what our company needed. We evaluated MANY other products before choosing Windward, and nothing comes close. It was one of the better decisions made in our organization, and is a big personal red-feather in my hat.

Pros

- Extremely customizable. Allows you to customize anything from report, to custom price-labels, to customized POS screen (even changing the size/color/look of virtually every button). If you are a little more adventurous, you can even write code that allows you make your own functions.

- Easy to learn. For as advanced as this is, most people can pick up on the majority what thy need in a day. For those who want to do more, their is a complete 'Windward Academy' that you can watch videos and read comprehensive guides.

- LOTS of support. If I ever have a question, there are about ten people I can call. Of-course, they have 24/7 technical support, but virtually anyone in the company is eager and willing to help. I can call my account manager, or any number of others I have talked to throughout the installation process. Even the lovely receptionist is awesome has walked me through issues on more than one occasion.

- Philippines support. You might think this would be under the "Cons" section; but it isn't. The Philippines support is not outsourced like other companies, but they are actual employees working in a Windward office in Cebu. They all speak great English, are EXTREMELY knowledgeable about the product, and aim to please. No matter how frantic I am when I call, they never get upset and are always positive. And they are not going to give up until it's fixed. - You typically don't find this level of customer service in Western support groups.

Cons

- Price tag will be your biggest hurdle. And some features will cost you extra. Having to pay extra to have the software integrate with our merchant account is probably the biggest complaint I have with the company. But even this is vastly outweighed by the Pros. If you want the best, it probably isn't going to be the cheapest.

- There are occasional errors that pop up and random issues. But 90% of these are self-resolving (very intuitive software). For the other 10%, support is right there to remote in and stay with you until it's resolve.

January 2017

Jim from Altra Rental and Supply, Inc

Company Size: 11-50 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

January 2017

Windward- Success for Power Equipment, Construction Supplies and Rental

We have been using System 5 since 2003. The system has scaled to our operation as we grow. The accounting side is robust and handles all our AP- AR- and General Ledger needs. Purchasing is fully automated. Billing customers can be fully modified with "Types" and "subTypes" to keep the status of orders updated and classified. Our inventory and product locations have been controlled and managed with the Advanced Inventory Control. The system is constantly being improved with fixes and new features multiple times per month. The database is rock solid. After 14 years, we never have had data corruption requiring the loading of a backup. All our employees depend on the info from system 5 to make decisions and give customers information. The ability to customize and provide information to users is endless and grows each year. We have used the barcode function and have 40,000 SKUs barcoded and labeled. We have even barcoded our rental equipment. We rely on this system for everything and for 14 years it has been bulletproof. Because we sell, service and rent serialized equipment, the "UNIT" way of handling things is great. Provides cost, service and income information.

Pros

We could not run our business without the information and order that the system provides!
1. Ease of use- Everything is in one program
2. Total integration- We don't need to transfer data to another program like QuickBooks
3. Strong Accounting, Control, and reports- Ability to customize GL and P&L format and multiple years.
4. Hundreds of pre-built Reports- We rarely do custom
5. Ability to create custom reports
6. Barcoding and Barcode printing- Couldn't live without it
7. Integrated Credit card Processing-Vantiv- Saves errors and time
8. Moves easily from desktop to desktop - configures easily when replacing stations
9. Weekly online training to learn features.
10 Responsive support staff who find the answers to any questions.
11. Ability to attach pictures and documents.
12. Unit history on serialized items.
13. Automated output of data, pictures pricing and descriptions to our Website

Cons

Probably not really a con But there are so many features available, it take some time to learn and put them into daily practice. The rest are just enhancements we'd like to see !! First, We would like to see the RMA system simplified. Second, we would like to see the E-commerce platform developed more. We are using it now for our website, but we would like to see more features and search options. Third, we would like to see the Timecard function developed and enhanced. Fourth, we would like to see the offering of more credit card processing options. Fifth, we would like the ability to attach PDF's to items, instead of JPG. But all in all, the system works really well!

March 2016

Kathi from McNally Lighting


Ease-of-use

4.0

Customer support

5.0

Functionality

4.5

March 2016

Windward System 5 for us has grown into a great relationship.

Pros

I like the auto data up loads for inventory. I like the adjustability of all the categories of forms and labels, such as invoices, purchase orders, packing slips, inventory tags, delivery tickets, etc. we can utilize and customize to suite all kinds needs for many different aspects, and situations. Being able to use the tag-a-long kits for suggestive selling, helps out the sales staff considerably, gives them that extra help in making their quotas and the don't have to remember to ask each customer, the suggested add-on items pops up on the invoice and forces them to ask. The sales staff loves the ability to bring up all their open invoices at one click. They love the ability to prioritize estimates for their follow ups. I love the pop up tasks, I can assign tasks to specific employees for a specific day and time to pop up, to remind them to get it done. Using system batch purchasing really saves a lot of time. Using alternative vendors for the same products helps with our inventory management. We have a repair department, sometimes the sales people will help out on the repair bench and the "technician's time clock" works well for them when they get call back to the sales floor in the middle of their repair and then come back later to finish, that may happen several times in the course of one repair depending if the time it takes for completion. Using this "technician's time clock" makes it easy to track their time for the repair fees. System 5 is such an integral part of our day to day functions, we take a lot of it's features for granted, it is hard to think of all the good things it does for us to make our lives easier.

Cons

I think the data up loads can function easier, be less complicated. We don't use the accounting part of the program. We use QB for our payroll and it will integrate with System 5 so that is good. There are more aspects of the program I like to be using and I wish the learn curves would be easier. We have an extra large amount of inventory and data stored in the system, since we have been using it since 2008. When generating reports or gathering information, the delays to the system or the machine's think processes, are way too long for me, before the abort button shows up, if it shows up at all or the option to quit the process and try another way. Again think of what I like least is difficult to do because we always find a work around to fulfill our needs.

June 2015

Mike from Colonial Photo & Hobby, Inc.


Ease-of-use

5.0

Customer support

5.0

Functionality

4.5

June 2015

Scalable multi-user POS retail from a company that listens and adapts.

Pros

Excellent customer support 24/7. A product that is scalable to your business. One of the few softwares that have a stand-a-lone ability that allow sales and lookup when the main server is offline or unavailable. Inventory orders in cases or singles by multiple suppliers with multiple part numbers and UPC codes for a single item. Capable of printing price tags on the fly when receiving. Easy lookup of products at the POS terminal by description, barcodes, serial numbers, etc. (Think about a phone caller asking for an item that is not in your hand, no numbers available and you need to quote the price.) Easy Purchase ordering. Easy resorting of POs in a fashion that matches the packing list. Complete control of forms, receipts, printers, slip printers, faxes etc. Multiple price groups and quantity price levels allowing maximum flexibility to different retail environments. Matrix pricing, kit pricing (both dynamic and static) with prices broken out or just single line on receipts. This software is our forth in 30 years and in our use since 2003. Regular updates and revisions are available to keep it fresh and up to date with changes in the ever changing retail industry. This is a very robust software and does far more than given here.

Cons

Back office reporting is probably the weekest area. However, custom reports are available and creatable. If you are looking into any software you should have a list of what you need to know daily, weekly and monthly and have it demonstrated to you. Another area is handling price protection from manufacturers. It is not easy to drop cost on items that receive price protection. It can be done but is time consuming.

November 2017

Michelle from ARCTIC FIRE AND SAFETY

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

3.0

Functionality

2.0

November 2017

frustrating! Too many issues way too often

I will have to think about that

Pros

Knowing that you can pretty much always get a hold of someone in support- My all time favorite support person really knows what she is doing and is a very pleasant wonderful personality! It is nice that there are a variety of reports for each department

Cons

The bookkeeping part of Windward - everything is journal entry based and not check book based - The payroll system is Canadian based and is not United States friendly on the forms that need to be done at year end for payroll and the government. Some of the reports don't