WineryPOS Update (4.46) available

Thu Nov 1 07:17:06 EDT 2018

Version 4.46 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 (press 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.

This is the first released update since version 4.43.  A few wineries &
cideries have been installed over the past couple of months with versions
4.44 and 4.45 and will already have some of the updates listed below.

Updates in this version:

1) Searching of contacts.  There is a Search button in the contact list
dialog that will open a Search dialog.  The search will show all matches to
the search criteria.  For example: If you type '399' in the telephone entry,
all contacts with 399 anywhere in the number will be displayed.

2) Enhanced splitting of payments for a transaction.  Example of a 50$
transaction being split into two payments.

2a) Cash + Other split.  If the first payment is Cash, press the Cash
payment button and enter the cash being paid (eg 20$).  You will be prompted
that the cash is not enough, and asked if you want to add a second payment.
Press the Yes button, and you will then be prompted to select the payment
for the remaining portion of 30$.

2b) Other + Other split.  From the menu bar, select Sales / Pay By (Split)
Payments.  You will be prompted for the split amount (for this example enter
20).  Then you will be prompted for the first payment type.  Once entered,
you will be prompted for the second payment type.  On an iPad, you select
Pay By (Split) Payments from the menu to start.  Transactions with multiple
debit/credit cards when in semi-integration mode cannot be voided
automatically through the software, they must be voided manually.

3) More flexibility with semi-integration.

3a) Allow the credit/debit cards buttons to be shown in addition to the
merchant terminal button, which allows a single sales terminal to use
multiple merchant terminals - with one of them configured for
semi-integration.

3b) Ability to clear the merchant terminal auth codes from the transaction
and allow the transaction to be modified.  If you clear the auth codes and
change the transaction, you are responsible for ensuring the transaction
amounts are balanced correctly. 

3b1) On a PC, press the F12 button (must have admin privileges) in the
Update Sale dialog. 

3b2) On an iPad, press the 'Clear Auth Codes' button in the Update Sale
scene (only visible when you have Full Access).

4) Price override ability by using F12 when adding/modifying a sale item via
the Add Sale Item dialog (this feature is not available on the iPad, yet).

5) The default colour of both the foreground and background colours of the
sale item buttons can now be set based on the Sale Category.

6) Each individual Sale Item button can override the default foreground &
background colour.  This is set when configuring the Sale Item button in
Config Mode.

7) Fix a cider reporting issue on the Ontario wine tax form.  Cider sales at
Farmers' markets were being put in the wine column, instead of the cider
column.

8) A VQAOReporting_YYYY_MM.xls excel file is now created when you perform
your Monthly Reporting.  It is created in your Reports directory, and is for
uploading to the VQAO website - it only contains the VQAO sales.

8a)  A Report Folder button has been added to the Winery Reporting dialog to
open the Reports folder in case you are unsure where the file is being
created.

9) Fixed a bug on the MAC version of winery reporting (MAC only bug).  It is
possible in certain circumstances, that the fees in the Winery Report for
template V25.8 were not being copied out of the template and into the
remittance summary sheet properly.  The J10 et al, was being correctly
populated, but I pull the fees out of the template (bottle deposits, etc) to
fill in the Remittance sheet of the Monthly Summary excel file that is
created as well.

10) Altered the Licensee Pricing dialog to always show all VQA and non-VQA
prices

11) Added a CSV (Excel) report generation option (basically an unformatted
copy of the data in the PDF report files) to the report dialogs.  It is also
available in the Sales Totals (Daily) Summary dialog.

12) Added the ability to override the price of Sale Items being added to
groups.  The override price is set when configuring the Sale Group.

Upcoming additions:

1) Semi-integration with other merchants.

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

3) Add a 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) Multiple table maps, and simplified way to configure table maps.

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

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

7) Add a middle tier (eg, Manager/Supervisor), to the permissions.  The
middle tier will be able to modify sales transactions, but would not have
access to reporting.

8) Add a quick way of adding a custom redeem for a gift certificate
purchased through a third party (eg Costco).

9) Be able to generate reports for specific wine(s) or sale item(s) or sale
category(s).

10) Be able to create sub-invoices or invoice sets for large sales done
through sales reps.

11) Add the transactions paid during the month that were previously not paid
to the monthly report.  Plus stating the receivables at the start and end of
the month.

I expect the next update to be in the mid-December 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

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