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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span lang=EN-CA>This is a critical update for reporting. The new Winery Reporting template was issued a month earlier than I expected.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>Version 4.62 is now available for download and the new iPad version is available in iTunes.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>To check for updates select Help/Check for Updates from the menu bar, and the download will begin.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA>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.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>When the download completes, select 'Yes' to start the installation.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA> Follow the installer directions.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA> You can now restart the WineryPOS application.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>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.<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Updates in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Winery Reporting V26.0. Needed for March/2020 reporting onwards. This will be downloaded from the server when the new version is re-started after installation.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>You can now set Gift Card and Gift Certificate to be payment types (Winery Info dialog – Config / Winery Info…). Currently Gift Card and Gift Certificate redeems act as discounts on a transaction. If you set them as payment types, they will no longer be added to the transaction as discounts.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>If you have too many payment options (more than 11), a More… payment button will appear to allow access to all payment types.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Added ‘Bad Debt’, as a payment option for invoices.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The generation of Statements has changed slightly.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The Statement Summary dialog (Reports / Statements), now has a select column to allow you to generate statements for many Contacts simultaneously.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Press the View Aged Accounts Receivable button to see a concise list of your aged receivables (for the selected Contacts).<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>A folder button to quickly locate the PDFs.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The Sales portion of the database will be split into two tables going forward to speed up searching and overall performance.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The encryption service for remote access has been improved to use white-listing. When connecting to your base terminal from the internet, my server will tell the base terminal the IP address of the incoming internet connection to allow. This prevents malicious actors from doing something called port scanning and making rogue connection attempts.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Upcoming Additions;<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add complexity to the Sales Accounting reports, with the potential of being able to post the data to Sage and Quickbooks<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><span lang=EN-CA>Import/Export. a) handle Sale Groups and Sale Sets. b) Bulk inventory</span><o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Be able to create sub-invoices or invoice sets for large sales done through sales reps.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Offer a backup service to store encrypted backups of your database on my server.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>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.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Create an iPhone app that supports the booking feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>7)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Add a timesheet feature to track/report employee work hours<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>8)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Be able to Print bookings by the week/month.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>9)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Add secondary commission rate for specific sales channels (eg Export, or OOP).<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>10)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Add a Loyalty program to award points/discounts/stuff to individuals based on their purchases over the past number of month/weeks.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>I expect the next update to be in April when the next winery reporting template becomes available.</span><o:p></o:p></p><p class=MsoNormal><span lang=EN-CA> </span><o:p></o:p></p><p class=MsoNormal><span lang=EN-CA>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.</span><o:p></o:p></p><p class=MsoNormal><span lang=EN-CA> </span><o:p></o:p></p><p class=MsoNormal><span lang=EN-CA>Cheers,</span><o:p></o:p></p><p class=MsoNormal><span lang=EN-CA>Rob</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>