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View |
Video |
Software Basics |
Role |
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Glossary of
Terms |
All Users |
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Record Selectors on Grids |
All Users |
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Custom Views 1,2, and 3 |
All Users |
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How to Sort on Grids |
All Users |
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On Favorites Menu System |
All Users |
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Customer Order /Quote |
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Creating a Customer Order |
Salesperson |
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Edit/Change Product on Order or Quote. (Model Number, Pricing, etc) |
Salesperson |
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Allocate / Request Inventory
From a Customer Order |
Salesperson |
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Schedule a
Delivery |
Salesperson |
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Target Date and IMail reminders |
Salesperson |
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Take Customer Payment |
Salesperson |
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Apply and UnApply a Payment from a Customer Order |
Salesperson |
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Extended Warranties - Attach |
Salesperson |
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Print Cusomer Quote |
Salesperson |
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Print Customer Order |
Salesperson |
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EMail Customer Quote/Order |
Salesperson |
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Notes on
Customer Order/Quotes |
Salesperson |
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View History
Notes on Customer Order/Quote |
Salesperson |
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Finding a Customer Order |
Salesperson |
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Search by
Model, Serial, Name, Address, Phone etc |
Salesperson |
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Sales Organizer |
Salesperson |
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IMails to Sales
staff |
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Inventory
Search Summary |
Salesperson |
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Inventory
Search Detail |
Salesperson |
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Scan History |
Salesperson |
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Request
Inventory Transfer |
Salesperson |
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Customer
Statement |
Salesperson |
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Google
Maps Checks Address while creating Customer Quote, Order, etc (video) |
Salesperson |
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Viewing Maps from the Internet |
Salesperson |
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Extended Warranties |
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Extended
Warranties - Attach (video) |
Salesperson |
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Extended
Warranties - Setup (video) |
Sales
Manager or Purchaser |
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Extended Warranties - Report (video) |
Sales
Manager or Purchaser |
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Deliveries |
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Setup a Customer
Delivery (video) |
Salesperson |
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Setup a
Customer Delivery by Truck (video) |
Salesperson |
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Printing & E-Mailing Orders |
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E-Mail Order with Specifications
(video) |
Salesperson |
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Customer Returns |
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Create Return
that you Sold |
Salesperson |
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Create Return
that you DID NOT Sale |
Salesperson |
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Finding a Un-Posted
Customer Return |
Sales
Manager and Salesperson |
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Document Imaging Scanning
(video) |
All Users |
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Customer Quote |
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Useful Tools for Customer Quote |
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Create a Quote and acquire customer information last |
Salesperson |
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Target Date to manage your Quote |
Salesperson |
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Printing Options |
Salesperson |
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Sales Organizer |
Salesperson |
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E-Mailing a Customer Quote |
Salesperson |
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How to Duplicate
a Current Quote |
Salesperson |
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Converting a Customer Quote to a Customer Order |
Salesperson |
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View |
Video |
Service |
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Create a
Service Order |
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Create a
Service Order from Customer Invoice |
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Service Bench
Data Structure |
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View |
Video |
Customer Payments / Bank Deposits |
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Customer Payments |
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How to Take a Customer Payment from Order |
Salesperson |
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How to Take a Customer Payment from Mail |
Store
Manager or designee |
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Deleting Customer Payments Enter incorrectly |
Store
Manager or designee |
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Un-Apply and Apply payments to a Customer Order |
Salesperson,
Manager, Receivables? |
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Bank
Deposit / End of Day |
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Verify Customer Payments |
Store
Manager or designee? |
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Creating Cash/Check Bank Deposit |
Store
Manager or designee? |
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Creating Credit Card Bank Settlement Deposit |
Store
Manager or designee? |
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Cash / Check Bank Payments & Deposits |
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Find a Cash Payment in the WhirlWind System |
Salesperson,
Manager, Receivables? |
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Find a Check
Payment in the WhirlWind System |
Salesperson,
Manager, Receivables? |
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Finding a Cash / Check Bank Deposits |
Store
Manager or designee |
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Credit Card Payments & Bank Settlements |
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Find a Credit Card Payment in the WhirlWind System |
Salesperson,
Manager, Receivables? |
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Finding Credit Card Bank Settlements |
Store
Manager or designee |
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Credit Card
Charge Backs (video) |
Store
Manager or designee? |
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View |
Video |
Accounts Receivable |
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View Customer History |
All Users? |
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Customer Statements |
All Users,
or AR, or Store Manager? |
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Create
Customer Statement by Job or Lot |
All Users, or AR, or Store Manager? |
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Aging Accounts Receivable |
Accounting Receivables |
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Customer Refund |
Accounting Receivables |
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Adjusting a Customers Account |
Accounting Receivables |
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In-House
Credit Approval |
Accounting
Receivables |
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Transfer
Funds from an Accounts Receivable Customer to a Accounts Payable Vendor |
Accounting
Receivables |
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View |
Video |
Purchasing |
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Purchase Orders |
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Models Requested Screen
(video) |
Purchaser |
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Creating a Purchase Order |
Purchaser |
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Find a Purchase Order |
Purchaser |
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Adding Purchase Order Model Numbers |
Purchaser |
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Cost
and Discounts on Model Number placed on Purchase Order |
Purchaser |
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Issue
and Un-Issue Model Numbers from a Purchase Order
to a Customer Order |
Purchaser |
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Explanation
of View by Summary or Detailed format on a Purchase Order |
Purchaser |
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Order By Quantity |
Purchaser |
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Convert a Purchase Order
(open PO) to a Receiving (closed PO) |
Purchaser |
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Creating a Receiving |
Purchaser |
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Merchandise Report Updated
27-July-2016 (video) (video) |
Purchaser |
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Inventory Setup Cards |
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Creating a new Model Number |
Purchaser |
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How WhirlWind Posts
Customer Orders, Purchase Orders with General Ledger Numbers |
Purchaser
and Accounting |
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View |
Video |
Receiving |
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Find a Receiving |
Warehouse
Receiver |
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Receiving Product
(video) |
Warehouse
Receiver |
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Receiving Process with web server
(video) |
Warehouse
Receiver |
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Assigning Serial Numbers and Received Inventory on a Receiving |
Warehouse
Receiver |
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Printing Labels for receiving of shipments for use with barcode
scanners |
Warehouse
Receiver |
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Print Receiving Tags
(video) |
Warehouse
Receiver |
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Printing Inventory Tags
with Continuous Tag Format |
Warehouse
Receiver |
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Scan Organizer |
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How to use Scanning Software |
Warehouse
Receiver |
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Scan Organizer |
Warehouse
Receiver |
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View |
Video |
Accounts Payable |
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Invoices |
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Posting a Receiving to a Purchase Invoice |
Payables or
Warehouse Receiver? |
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Entering Vendor Invoice Number, Invoiced Date, Terms, and Financed By or
Finalize the Invoice |
Payables |
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Vendor
Payments |
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Paying with Company
Credit Card |
Payables |
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Apply
Vendor Invoices to Vendor Payment (video) |
Payables |
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Create a Check or Electronic Funds Transfer (i.e. EFT) |
Payables |
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Apply and Un-Apply Vendor Payments |
Payables |
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Payables
Calendar |
Payables |
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Payable List |
Payables |
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Other
Payables |
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Vendor Statements |
Payables |
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Vendor History |
Payables |
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Adjusting a
Vendor Account |
Payables |
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Changing Cost with Current
Inventory |
Payables |
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Expense Invoices |
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Create Expense Invoice |
Payables |
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How to Split
Expenses on a Expense Invoice |
Payables |
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View |
Video |
Inventory |
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Inventory Tools |
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Inventory Adjustment
(Increase) (video) |
Warehouse
Inventory Manager? |
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Inventory Adjustment
(Decrease) (video) |
Warehouse
Inventory Manager? |
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Transfer Inventory Requests |
Warehouse
Inventory Manager? |
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Physical Inventory |
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Physical Inventory |
Warehouse
Inventory Manager |
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Comparing Scanned against Current Inventory |
Warehouse
Inventory Manager |
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View |
Video |
Delivery |
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Delivery Board |
Delivery
Supervisor |
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Create a
Delivery Truck for the Delivery Schedules (video) |
Delivery
Supervisor |
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Delete a
Delivery Truck from the Delivery Schedules (video) |
Delivery
Supervisor |
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Color Delivery Truck on Google
Maps so they are easy to see (video) |
Delivery
Supervisor |
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Dispatch Track
(video) |
Delivery
Supervisor |
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Setup Deliveries
by Date |
Delivery
Supervisor |
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Delivery
by Google Maps (video) |
Delivery
Supervisor |
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How to record
Driver and Co-Driver on a specific Date and Truck |
Delivery
Supervisor |
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How to remove a
Delivery from the Delivery Board |
Delivery
Supervisor |
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How to remove a
Delivery from the Delivery Board after Warehouse has Printed Documents
(video) |
Delivery
Supervisor |
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How to Print all
Delivery Copies for a specific Truck |
Delivery
Supervisor |
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View |
Video |
Service |
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Where Notes can
be added and printed on Service Orders/Calls (video) |
Service
Person |
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View |
Video |
Banking |
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Checking Account |
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View the Account Register |
Accounting |
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Enter an Adjustment |
Accounting |
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Reconcile the Account |
Accounting |
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Transfer Funds |
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Transfer from Account to Account |
Accounting |
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Avalara Sales
Tax |
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Learn how to setup Avalara Sales Tax |
Accounting |
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View |
Video |
General Ledger |
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General Ledger Adjustments |
Accounting |
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Aged Trial Balance |
Accounting |
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View/Edit the GL Transactions |
Accounting |
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Month End Procedures |
Accounting |
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Financial Reports |
Accounting |
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Closing of General Ledger Periods |
Accounting |
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View |
Video |
General Information |
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Change a Customer Sold To
Information on Open and Invoiced Customer Documents |
Sales
Manager and Salesperson |
| |
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Change
Model Number Columns on Quote/Order (video) |
Sales
Manager and Salesperson |
| |
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Change a Customer ID |
Sales
Manager or Receivables? |
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Merge Two Customer Accounts to One |
Sales
Manager or Receivables? |
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View
users logged into the Database |
General
Managers? |
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View |
Video |
Reports |
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Inventory Stock
Value Status Report |
General Managers? |
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Inventory by Category |
General Managers? |
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Inventory Volume, Margins, and
Turns |
General Managers? |
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Inventory Sales Profit |
General Managers? |
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View |
Video |
Mobile
App
www.whirlwindsoftware.com/ws |
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| |
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Wireless Transfer Scanning
(video) |
Warehouse |
| |
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View |
Video |
Setups |
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Common Situations
(video) |
Administration |
| |
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Bluetooth Scanners and Internet |
Administration or Warehouse |
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Reset Socket Mobile 7ci scanner |
Administration or Warehouse |
| |
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Download Android
Receiving App (download) |
Administration or Warehouse |
| |
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Associate Items with Service Warranty Types
(video) |
Administration or Service Manager |
| |
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Make Bank Accounts Inactive |
Administration or Accounting |
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Accounting System Date |
Administration IT |
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How to update to current Whirlwind software version
(video) |
Administration IT |
| |
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Back Up of Database |
Administration IT |
| |
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Desktop Picture |
Administration IT |
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Employees |
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Create a New Employee |
General Managers |
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Employee Rights |
General Managers |
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Setup a user
with E-Mail Account (older video
) |
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EMail setup for
Gmail Accounts |
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Time-Card System |
General Managers |
| |
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View Employee's currently Punched in |
General
Managers |
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Onetime Setup Checklist |
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General Ledger Setup
(video) |
Administration or Accounting |
|
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Enter Beginning
Inventory (video) |
Administration or Accounting |
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What's Next |
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View |
Video |
Payroll with CheckMark Software |
|
| |
|
see
http://www.checkmark.com/products/payroll.php |
Payroll |
| |
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Payroll Setup in WhirlWind
Software |
Payroll |
| |
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Export Employee
Information from WhirlWind Software |
Payroll |
| |
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Import
Employee Information into Check Mark Software |
Payroll |
| |
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Export Hours from
WhirlWind Software |
Payroll |
| |
|
Import Hours to Check Mark |
Payroll |
| |
|
Export Payroll Records from
Check Mark |
Payroll |
| |
|
Import
Payroll Records into WhirlWind Software |
Payroll |
| |
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View |
Video |
Setup
For Sales |
|
| |
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Create Sales Tax Authorities |
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| |
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Create Sales Tax Group with
Authorities |
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