Packing

General

• Create Packing List

What's New

Current

• What's new

Dashboard

General

• Dashboard basics
• Dashboard customization

Widgets

• Product status
• Pending order terms validation widget
• Next actions
• Project Lines status
• Milestones
• Checkpoint Status

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Projects

Multi Projects page

• To do view
• Project list overview
• List view
• Timeline view
• Spreadsheet view
• Project filters

Project page

• Project terms status
• Project home
• Project line overview
• Project line home
• Schedule Overview
• Information page

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Collaboration

• How to send reminder & mention?
• Comments
• Documents
• Partners management
• Roles and authorization

Workflows

• Checkpoint & Checklists
• Dates calculation

FAQ

• How to validate project terms?
• How to create a new project?
• How to join a Winddle project?
• How to get to the list of projects?
• How to request a change of the project line terms?
• What is the difference between a checkpoint, a task and a milestone?

Products

Utilities

• Product selection

Product Page

• Pricing fields
• Product Home
• Variants

List

• Create a new product
• Product List overview
• Export multiple products information in pdf
• How to get the list of products?

FAQ

• Who can access and edit my company's Products information?

Quotations

FAQ

• How to cancel a RFQ (Request Fort Quotation)

FAQ FOR SUPPLIERS

• How to share a request with a colleague?
• How to update a published quote?
• How to fill a quote form?
• How to submit a quote?

Contacts/SRM

SRM features

• Score Card Overview (Performance - Rating)
• Contact Selection
• Score Card Set-up (Performance - Rating)
• Contacts activities

List

• Spreadsheet
• World map
• Contact cards (list view)
• Contact list overview

Managing contacts

• Creating/editing a User
• Creating/editing a Company

FAQ

• Why can I edit some contacts, and can't edit other?

Statistics

General

• Chart toolbar
• Analysis function
• Creating a chart
• Available Metrics
• Introduction to Winddle Statistics

Company settings

User Management

• Workgroups
• Roles (Workflows)
• Positions
• Employees
• Bulletin

Customization

• Fields
• Special periods
• Working days

Supplier

• Validation workflows

Workflows

• Workflow template editor
• Master checkpoints/checklists

Products

• Product Statuses
• Sizesets
• Categories

Project

• Project name generation

FAQ

• How to manage API tokens?
• What is my company's public profile?
• How to change my company's default currency?

User Settings

FAQ

• Can I change the dates and number default format?
• Can I ignore activities from specific people?

Shipment

OVERVIEW

• Shipment List Overview
• Shipment Overview

FAQ

• How to move order line(s) between shipments?
• How to book & confirm the delivery of product?
• How to confirm a shipment's arrival?
• How to attach documentation?
• How to add packing info?
• How to fill ETD & ETA?

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