How to Set Up and Manage National Accounts in Windward System Five

What Are National Accounts in Windward System Five?

National Accounts is a configuration within Windward Software that manages one main account for billing with subsidiary accounts for shipping. National Accounts allow you to link multiple subsidiary accounts to a single parent account for centralized billing. This is ideal for B2B transactions in which the subsidiary accounts are making the purchase, but all billing directs to a central parent account. 

How-to Setup Windward National Accounts

Step 1: Open Setup Wizard

1. In Windward System Five, from the Navigator, go to Setup Tools and then Setup Wizard. 

Step 2: Enable National Account Setting

1. Find Customers on the right hand side of the Setup Wizard.
2. From within the Customers section > scroll down to National Subsidiary Accounts > lastly, checkoff the box that says 'Use National Parent/Subsidiary Account'

Step 3: Assign Child Accounts (Video Below)

1. Open each Customer Profile that should be a subsidiary account or even a parent account.
2. To make these settings, navigate to the National Accounts tab within the customer profile
   • If the account is a subsidiary account, select the checkbox that reads 'This subsidiary account is financed by a parent account' and enter the appropriate parent company. (See yellow section in picture below)
   • If the account is a parent account, please enter the names of the subsidiary accounts for which the parent account/company is responsible for. (See orange section in picture below)

How-to Video for National Account Setup in Windward System Five

This video shows the training video on how to setup and use the National Accounts feature in System5. 

[
  {"@type": "HowToStep", "name": "Access National Accounts", "text": "Navigate to the Customers module in Windward System Five and select the National Accounts option."},
  {"@type": "HowToStep", "name": "Create a National Account", "text": "Click 'New' to create a National Account, enter the account details, and save."},

[
  {"@type": "HowToStep", "name": "Access National Accounts", "text": "Navigate to the Customers module in Windward System Five and select the National Accounts option."},
  {"@type": "HowToStep", "name": "Create a National Account", "text": "Click on 'New' to create a National Account. Enter the account name and relevant details."},
  {"@type": "HowToStep", "name": "Assign Customers to National Account", "text": "Open the customer record, go to the National Account field, and select the appropriate account."},
  {"@type": "HowToStep", "name": "Manage Pricing and Discounts", "text": "Configure pricing rules and discounts for the National Account to apply across linked customers."}
]