WineryPOS version (4.93) is available

[Robert Peck]

Version 4.93 is now available for download and the new iPad version is
available in the Apple App Store.

 

UPDATE INSTRUCTIONS

 

1.       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.

 

2.       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.

 

END OF UPDATE INSTRUCTIONS

 

Updates (from 4.91) in this version:

1)      Taxation updates (for April 2024 reporting on)

a.       Excise Tax increase by 2%.  Wine is $0.716/litre, cider
$0.344/litre

b.      The 6.1% Ontario admin fee for WRS sales has been removed in the
Ontario Wine Tax form - well the rate gets set to 0.000 for April 2024
reporting on.

NOTE: you still pay 6.1% for all other Ontario sales channels - so your
licensee remittances to the LCBO remain the same.

c.       Update to WineryReportingV26.7 template.  This will be updated
again in the near future.  The LCBO has already informed me that there will
be changes to the excise and WRS Admin fee calculations on the Calculator
sheet.  This is due to the first version being released by the LCBO before
the Federal and Provincial budgets were passed.

d.      PLEASE NOTE: the Excise tax and 6.1% Admin fee are only calculated
when you generate your reports - as the sales channel impacts whether or not
they are actually applicable.  These taxes are not stored with the physical
transaction.  So you only need an updated version by the time you generate
your reports sometime in May.  Every year, I release an update in April to
cover taxation changes.  I cannot release it until after I have received the
updated WineryReporting template from the LCBO and tested the template for
errors/issues.  I actually receive a pre-release from the LCBO to run
performance testing on to verify their algorithm changes have not impacted
its useability.

2)      Starting with WineryReporingV26.6 template - if there is a below MRP
or category error on one of the sheets, the POS will tell you which row (and
wine/cider) and what error is being generated

a.       Detection is better on Windows, then the MAC

b.      Hopefully this will reduce the number of emails/calls I get
regarding below MRP issues when a winery discounts the price of a bottle
below the minimum retail price

c.       Please note: the MRP has gone up again in the new template - as it
does every year.

3)      Significant infrastructure changes and feature additions to
accommodate the future incorporation of the Sage/Quickbooks posting feature.

a.       For the most part these features (eg an Accounting password) will
not be accessible (they are hidden) until I roll out the posting feature.  I
will clarify all of the feature additions at that point.

b.      Still planning to get this feature in as soon as I can, but I would
guess July time-frame at this point in time.

4)      Improvements for internet tunneling to your base terminal.  If the
tunnel fails to establish, you should be given a fairly accurate reason why.

5)      Every report/transaction should now be viewable in either PDF or CSV
format.

6)      The Colour Select Dialog now has physical names beside each colour
to aid individuals with a bit of colour blindness.

7)      Ability to create a transaction that simply has an HST adjustment in
it (part of the changes needed for the posting feature).

a.       From the menu bar select, Sales / Create / HST Adjustment

b.      The Contacts shown for the adjustment is based on the Sales Channel
you are in.  If you want to create an adjustment for an LCBO sale, move to
the LCBO sales channel and then perform the adjustment.

8)      Restaurant Package updates

a.       In Winery Info dialog you can there is a new check box to limit the
query for Open Tables to the staff name.  In the past, this was not
changeable and the POS assumed that if you were using staff names, that the
query should be limited to the staff name.

If you have different staff checking out and closing open tables, make sure
this checkbox is NOT checked.

9)      Additional stats/tables have been added to various reports for
consistency across those reports.

10)   Deposit slips.  Semi-integration support.  You can now select single
or multi transactions from the same client and process them semi-integrated.

11)   Other misc bug fixes.

 

Upcoming Additions:

1)      Add export/posting to Sage/Quickbooks.  This feature will come with
a cost (TBD$/year) due to the expected support to keep it up-to-date with
Sage and Quickbooks updates.

2)      Enhancements to the Wine Club feature.

3)      Add a Loyalty program to award points/discounts/stuff to individuals
based on their purchases over the past number of month/weeks.

4)      Add a timesheet feature to track/report employee work hours

5)      Ability to generate and track Sales Orders (future month dated
orders that you can track payments as credit-on-account payments and change
as needed).

6)      Ability to crystallize all transactions before a specific date and
not allow any transactions to be created prior to that date.

7)      Add Shopify/WooCommerce inter-connectivity support.

8)      Add a configurable Region to the information for Contacts and allow
reports to be generated for regions (e.g., GTA/Ottawa/etc)

9)      Add Credit-on-Account tables to all of the relevant reports

10)   Import/Export.  a) handle Sale Groups and Sale Sets.  b) Bulk
inventory

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

12)   Offer a backup service to store encrypted backups of your database on
my server.

13)   Ability to create barcodes or QR codes for membership contacts that
can be scanned from a smart phone.  That way membership swipe cards are not
needed.

14)   Create an iPhone app that supports the booking feature.

15)   Be able to Print bookings by the week/month.

16)   Add secondary commission rate for specific sales channels (eg Export,
or OOP).

17)   I will be moving the Windows build to a 64bit build (the MAC build has
always been 64bit)

 

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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