WineryPOS Update (4.40) available

[Robert Peck]

Version 4.40 is now available for download and the new iPad version is
available in iTunes.

 

To check for updates select Help/Check for Updates from the menu bar, and
the download will begin.

On base and sales terminals (or a Remote Terminal in Temporary Sales Mode)
you have to be in admin mode (F12) to be able to check for updates.

 

When the download completes, select 'Yes' to start the installation.

   Follow the installer directions.

   You can now restart the WineryPOS application.

 

It is better to update your base terminal first.  You can leave your remote
terminal(s) running and connected while you update the base terminal.  If
you have anti-virus software running, you may need to verify that the
WineryPOS application is still being allowed through the anti-virus
firewall.  If your remote terminal does not automatically pull the update
from the base terminal, and goes into Temporary Sales mode on start-up, just
check for updates on the remote terminal while in Temporary Sales mode.

 

Quite a few updates this time around:

1) Winery Reporting template V25.8 for April/18 reporting on (this will get
downloaded from the server when you restart the base terminal).

2) Start-of-Day/End-of-Day has changed.

2a) Now you just perform End-of-Day in conjunction with your Merchant
Terminal.  End-of-Day tracks by transaction numbers now, and not by physical
days.

2b) When an End-of-Day is performed, the day is automatically opened based
on the next transaction number, so end-of-day can be performed multiple
times in a day if you wish.

2c) There is now an Adjust Cash Box instead of Start-of-Day to adjust the
cash box totals and set the exchange rate.  You can adjust the cash box at
any point in time (e.g., stripping cash, adding coin, petty cash).

3) A 'Tip' sales category has been added. To show this category use the Show
Sales Categories dialog in the Config menu.  When tips are added to sales
transactions, it will modify the payments to include a negative cash amount
for the tip.

4) CashBack and Tip are now shown as separate line items in a sales
transaction.  Double-click on them to modify them.

5) The sales channels being displayed can be configured (via Config /
Configure Sales Channels).  If you have sales channels that you don't use,
you can uncheck them so that they are not displayed.

5a) A Custom Sales channel has been added (for LCBO licenses).  It can be
customized in terms of a name (e.g., Online or Restaurant).  All sales are
still reported as WRS sales in the Winery Reporting.

5b) Each terminal can configure which Sales Channels it displays by default,
based on the above Sales Channels being shown.  This is configured via the
Print Configuration dialog, and press the Customize Display button.  So if
you only want a Sales terminal to be able to use the WRS sales channel, you
can de-select all other channels.

6) You can now double-click on Sale Items that you have added to the current
sale in progress to modify its quantity (select 'Edit Item'), or add Sale
Item Notes, or discounts (see below).

7) Notes can now be attached to sale items (handy for food prep).

7a) There is a Sale Item Notes dialog (Config / Sale Item Notes), that you
can use to configure standard notes to attach to sale items.

7b) A note can just be a note, or a Price can be assigned as well (e.g.,
TAKE OUT vs Add Cheese 1$).

7c) When a Sale Item is being configured in Setup Mode, if the 'Ask for Sale
Item Notes' checkbox is checked, then when the Sale Item key is pressed
during a sale the Sale Item Notes dialog will appear to add notes to the
item.

7d) The Sale Item Notes dialog allows for regular text entry for notes too.

7e) Sale Item Notes can be added to Sale Items in the current sale by
double-clicking on the item and selecting 'Add Notes' 

7f) Sale Item Notes can be added after the fact when modifying a sale (in
the Update Sale Dialog).  Again, double-click on the item and select 'Add
Notes'.

8) Discounts can now be added to individual Sale Items, based on % or on $
values.  Discounts can still be added on the entire sale.

8a) To add a discount, double-click on the sale item in the current sale and
select 'Add Discount ($)' or 'Add Discount (%)'.  Only Sale Items that are
configured to allow discounts, can be discounted in this fashion.

8b) Adding discounts is not yet in the iPad, but will be added during for
the next update.  You can edit discounts on the iPad, but not add new ones
(yet).

9) Item discounts and Item Sale Item Notes, can be edited/modified/deleted
by double-clicking on them and selecting the appropriate action.

10) BTG and TH sales items now allow you to specify whether the price is
including tax or not (used to always be the price after tax).

11) Secondary Printers now print based on the Sale Category.  There is no
longer a 'Print to Secondary Printer' check box in the Sale Item button's
configuration.  This allows for multiple secondary printers.  For example, a
bar printer to print BTG and TH items.  A food printer to print food items.
If you are using secondary printers you will need to reset their
configuration in the Print Configuration dialog.

12) Wine Club fields have been added to the Contact List and a Wine Club
menu item has been added to the Lists menu (for LCBO licenses).

13) A new Restaurant package has been created.  You can add this package as
long as you have a multiple-terminal license.  It's cost is 500$, and comes
with the following features.

13a) A customizable table map

13b) Split sales ability when modifying a sale.

13c) Move items between sales when modifying a sale.

13d) Tip out calculator.

13e) Unlimited number of secondary printers. (Currently the LCBO package is
limited to 1 secondary printer).

14) Fixed a bug in the Contact List drop down.  It will now correctly search
on Last Name when you start typing text.  I broke this when I added bolding
of last names.

15) I have added background colour to separate sale items in the current
sale on the main screen and in the Update Sale dialog to help distinguish
sale items.

 

Upcoming additions:

1) Semi-integration with Elavon (and then Global).  I will not recommend one
merchant terminal provider over another, but I am moving from TD Merchant to
Elavon.

2) Contact Lists. a) Ability to generate emails for email lists, and wine
club lists. b) Option to sort contacts by FIRST NAME, LAST NAME

2) Add Contact List entry on main display to allow a contact to be added to
the current sale quickly (this feature is already on the iPad).

3) Add dialog that resembles the main display (sale item buttons & pages)
for quickly adding more sale items to sales in the Update Sale dialog (this
feature is already on the iPad).

4) Add a tip out calculator.

5) Multiple table maps.

6) Search facilities in the Contact List to search by telephone, name, Wine
club, email list, etc.

7) Import/Export.  a) handle Sale Groups and Sale Sets.  b) Bulk inventory.
c) Sales data posting to QuickBooks and Sage.

8) More statistics generation (average sale per transaction, etc).

 

Road Map (down the road additions)

1) Semi-integration with other Merchant Terminals (Chase, Moneris, TD
Merchant).

2) Bulk inventory app for iPad.

3) Bulk inventory blending/additions/tracking.

4) Magnetic card swipe support for Wine Club

5) Vineyard tracking

 

I expect the next update to be in the mid-to-late June time-frame.

 

As always, if there are any enhancements that you would like to see added,
let me know.  I put everything suggested on a prioritized list, and slowly
work my way through it.

 

Cheers,

Rob

 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.sugarbushvineyards.ca/pipermail/pos/attachments/20180430/3c345e23/attachment.html>