Getting Started
Glossary of Terms
Help Basic Help by Section
Help by Index

View   Video  Software Basics Role
Watch Video   Glossary of Terms All Users
Watch Video Watch Video Record Selectors on Grids All Users
  Watch Video Custom Views 1,2, and 3 All Users
  Watch Video How to Sort on Grids All Users
  Watch Video On Favorites Menu System All Users
       
    Customer Order /Quote  
Watch Video Watch Video Creating a Customer Order Salesperson
Watch Video Watch Video Edit/Change Product on Order or Quote. (Model Number, Pricing, etc) Salesperson
Watch Video Watch Video Allocate / Request Inventory From a Customer Order Salesperson
Watch Video Watch Video Schedule a Delivery Salesperson
Watch Video Watch Video Target Date and IMail reminders Salesperson
Watch Video Watch Video Take Customer Payment Salesperson
  Watch Video Apply and UnApply a Payment from a Customer Order  Salesperson
Watch Video Extended Warranties - Attach  Salesperson
  Watch Video Print Cusomer Quote Salesperson
Watch Video Watch Video Print Customer Order Salesperson
Watch Video Watch Video EMail Customer Quote/Order Salesperson
  Watch Video Notes on Customer Order/Quotes Salesperson
Watch Video Watch Video View History Notes on Customer Order/Quote Salesperson
Watch Video Watch Video Finding a Customer Order Salesperson
Watch Video Search by Model, Serial, Name, Address, Phone etc Salesperson
  Watch Video Sales Organizer Salesperson
    IMails to Sales staff  
Watch Video Watch Video Inventory Search Summary Salesperson
Watch Video Watch Video Inventory Search Detail Salesperson
Scan History Salesperson
    Request Inventory Transfer Salesperson
    Customer Statement Salesperson
  Watch Video       Google Maps Checks Address while creating Customer Quote, Order, etc  (video) Salesperson
Watch Video         Viewing Maps from the Internet Salesperson
       
    Extended Warranties  
Watch Video       Extended Warranties - Attach  (video) Salesperson
Watch Video       Extended Warranties - Setup  (video) Sales Manager or Purchaser
Watch Video       Extended Warranties - Report  (video) Sales Manager or Purchaser
    Deliveries  
Watch Video Watch Video       Setup a Customer Delivery  (video) Salesperson
  Watch Video       Setup a Customer Delivery by Truck  (video) Salesperson
    Printing & E-Mailing Orders  
Watch Video       E-Mail Order with Specifications  (video) Salesperson
    Customer Returns  
Watch Video         Create Return that you Sold  Salesperson
Watch Video         Create Return that you DID NOT Sale Salesperson
Watch Video         Finding a Un-Posted Customer Return Sales Manager and Salesperson
  Watch Video       Document Imaging Scanning  (video) All Users
       
       
    Customer Quote  
    Useful Tools for Customer Quote  
Watch Video   Create a Quote and acquire customer information last Salesperson
          Target Date to manage your Quote Salesperson
          Printing Options Salesperson
          Sales Organizer Salesperson
          E-Mailing a Customer Quote Salesperson
          How to Duplicate a Current Quote Salesperson
     Converting a Customer Quote to a Customer Order Salesperson
       
View   Video  Service  
    Create a Service Order  
    Create a Service Order from Customer Invoice  
       
       
View   Video  Customer Payments / Bank Deposits  
    Customer Payments  
          How to Take a Customer Payment from Order Salesperson
      How to Take a Customer Payment from Mail Store Manager or designee
          Deleting Customer Payments Enter incorrectly Store Manager or designee
          Un-Apply and Apply payments to a Customer Order Salesperson, Manager, Receivables?
    Bank Deposit / End of Day  
Watch Video        Verify Customer Payments Store Manager or designee?
Watch Video        Creating Cash/Check Bank Deposit Store Manager or designee?
Watch Video        Creating Credit Card Bank Settlement Deposit Store Manager or designee?
    Cash / Check Bank Payments & Deposits  
          Find a Cash Payment in the WhirlWind System Salesperson, Manager, Receivables?
          Find a Check Payment in the WhirlWind System Salesperson, Manager, Receivables?
          Finding a Cash / Check Bank Deposits Store Manager or designee
    Credit Card Payments & Bank Settlements  
          Find a Credit Card Payment in the WhirlWind System Salesperson, Manager, Receivables?
          Finding Credit Card Bank Settlements Store Manager or designee
  Watch Video       Credit Card Charge Backs  (video) Store Manager or designee?
       
View   Video  Accounts Receivable  
           View Customer History All Users?
           Customer Statements All Users, or AR, or Store Manager?
           Create Customer Statement by Job or Lot All Users, or AR, or Store Manager?
           Aging Accounts Receivable  Accounting Receivables 
Watch Video          Customer Refund  Accounting Receivables
       Adjusting a Customers Account Accounting Receivables
           In-House Credit Approval Accounting Receivables
           Transfer Funds from an Accounts Receivable Customer to a Accounts Payable Vendor Accounting Receivables
       
View   Video  Purchasing  
    Purchase Orders  
Watch Video Watch Video       Models Requested Screen  (video) Purchaser
Watch Video         Creating a Purchase Order Purchaser
          Find a Purchase Order Purchaser
Watch Video         Adding Purchase Order Model Numbers Purchaser
          Cost and Discounts on Model Number placed on Purchase Order Purchaser
Watch Video         Issue and Un-Issue Model Numbers from a Purchase Order to a Customer Order Purchaser
Watch Video         Explanation of View by Summary or Detailed format on a Purchase Order Purchaser
          Order By Quantity Purchaser
Watch Video         Convert a Purchase Order (open PO) to a Receiving (closed PO) Purchaser
          Creating a Receiving Purchaser
  Watch Video       Merchandise Report Updated 27-July-2016  (video) (video) Purchaser
    Inventory Setup Cards  
          Creating a new Model Number Purchaser
          How WhirlWind Posts Customer Orders, Purchase Orders with General Ledger Numbers Purchaser and Accounting
       
View   Video  Receiving  
          Find a Receiving Warehouse Receiver
  Watch Video       Receiving Product  (video) Warehouse Receiver
  Watch Video       Receiving Process with web server  (video) Warehouse Receiver
          Assigning Serial Numbers and Received Inventory on a Receiving Warehouse Receiver
          Printing Labels for receiving of shipments for use with barcode scanners Warehouse Receiver
  Watch Video       Print Receiving Tags  (video) Warehouse Receiver
          Printing Inventory Tags with Continuous Tag Format  Warehouse Receiver
     Scan Organizer                           
          How to use Scanning Software Warehouse Receiver
          Scan Organizer Warehouse Receiver

View   Video  Accounts Payable  
     Invoices  
          Posting a Receiving to a Purchase Invoice Payables or Warehouse Receiver?
          Entering Vendor Invoice Number, Invoiced Date, Terms, and Financed By or Finalize the Invoice Payables
    Vendor Payments  
Watch Video         Paying with Company Credit Card Payables
  Watch Video       Apply Vendor Invoices to Vendor Payment  (video) Payables
          Create a Check or Electronic Funds Transfer (i.e. EFT) Payables
          Apply and Un-Apply Vendor Payments Payables
          Payables Calendar Payables
          Payable List Payables
    Other Payables  
          Vendor Statements Payables
          Vendor History Payables
Watch Video         Adjusting a Vendor Account Payables
      Changing Cost with Current Inventory Payables
    Expense Invoices  
          Create Expense Invoice Payables
Watch Video         How to Split Expenses on a Expense Invoice Payables
       
       
View   Video  Inventory  
    Inventory Tools  
  Watch Video       Inventory Adjustment (Increase)  (video) Warehouse Inventory Manager?
  Watch Video       Inventory Adjustment (Decrease)  (video) Warehouse Inventory Manager?
          Transfer Inventory Requests Warehouse Inventory Manager?
    Physical Inventory  
          Physical Inventory Warehouse Inventory Manager
          Comparing Scanned against Current Inventory Warehouse Inventory Manager
   
 
View   Video  Delivery   
          Delivery Board Delivery Supervisor
  Watch Video       Create a Delivery Truck for the Delivery Schedules  (video) Delivery Supervisor
Watch Video Watch Video       Delete a Delivery Truck from the Delivery Schedules  (video) Delivery Supervisor
  Watch Video       Color Delivery Truck on Google Maps so they are easy to see  (video) Delivery Supervisor
  Watch Video       Dispatch Track  (video) Delivery Supervisor
Watch Video         Setup Deliveries by Date Delivery Supervisor
  Watch Video       Delivery by Google Maps  (video) Delivery Supervisor
Watch Video         How to record Driver and Co-Driver on a specific Date and Truck Delivery Supervisor
Watch Video         How to remove a Delivery from the Delivery Board Delivery Supervisor
  Watch Video       How to remove a Delivery from the Delivery Board after Warehouse has Printed Documents  (video) Delivery Supervisor
Watch Video         How to Print all Delivery Copies for a specific Truck Delivery Supervisor
       
   

 
View   Video  Service  
  Watch Video        Where Notes can be added and printed on Service Orders/Calls  (video) Service Person
       
   
 
View   Video  Banking  
    Checking Account  
          View the Account Register Accounting
          Enter an Adjustment Accounting
          Reconcile the Account Accounting
    Transfer Funds  
          Transfer from Account to Account Accounting
    Avalara Sales Tax  
          Learn how to setup Avalara Sales Tax Accounting
       
View   Video  General Ledger  
           General Ledger Adjustments Accounting
           Aged Trial Balance Accounting
           View/Edit the GL Transactions Accounting
           Month End Procedures Accounting
           Financial Reports Accounting
           Closing of General Ledger Periods Accounting
   


 
View   Video  General Information  
          Change a Customer Sold To Information on Open and Invoiced Customer Documents Sales Manager and Salesperson
  Watch Video       Change Model Number Columns on Quote/Order  (video) Sales Manager and Salesperson
          Change a Customer ID Sales Manager or Receivables?
          Merge Two Customer Accounts to One Sales Manager or Receivables?
          View users logged into the Database  General Managers?
       
View   Video  Reports  
Watch Video          Inventory Stock Value Status Report General Managers?
Watch Video          Inventory by Category General Managers?
Watch Video          Inventory Volume, Margins, and Turns General Managers?
Watch Video          Inventory Sales Profit General Managers?
       
View   Video  Mobile App   www.whirlwindsoftware.com/ws  
  Watch Video         Wireless Transfer Scanning  (video) Warehouse
       
View   Video  Setups  
  Watch Video        Common Situations  (video) Administration
           Bluetooth Scanners and Internet Administration or Warehouse
Watch Video           Reset Socket Mobile 7ci scanner Administration or Warehouse
           Download Android Receiving App (download) Administration or Warehouse
  Watch Video        Associate Items with Service Warranty Types  (video) Administration or Service Manager
           Make Bank Accounts Inactive Administration or Accounting
           Accounting System Date Administration IT
  Watch Video        How to update to current Whirlwind software version  (video) Administration IT
           Back Up of Database Administration IT
           Desktop Picture Administration IT
    Employees  
           Create a New Employee General Managers
           Employee Rights General Managers
  Watch Video Setup a user with E-Mail Account  (older video Watch Video)  
Watch Video   EMail setup for Gmail Accounts  
       Time-Card System General Managers
           View Employee's currently Punched in General Managers
    Onetime Setup Checklist  
  Watch Video        General Ledger Setup  (video) Administration or Accounting
Watch Video Watch Video        Enter Beginning Inventory  (video) Administration or Accounting
            What's Next  
       
View   Video  Payroll with CheckMark Software  
          see http://www.checkmark.com/products/payroll.php Payroll
          Payroll Setup in WhirlWind Software Payroll
          Export Employee Information from WhirlWind Software Payroll
          Import Employee Information into Check Mark Software Payroll
          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
       
View   Video  Setup For Sales  
  Watch Video Create Sales Tax Authorities  
  Watch Video Create Sales Tax Group with Authorities