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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>Version 4.87 is now available for download and the new iPad version is available in the Apple App Store.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA>This update will download <b>a revised</b> <b>Winery Reporting</b> <b>template V26.6</b> that will be used for April/2023 reporting on.<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>UPDATE INSTRUCTIONS<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoListParagraph style='margin-left:29.25pt;text-indent:-18.0pt;mso-list:l2 level1 lfo1'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>1.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>To check for updates select Help/Check for Updates from the menu bar, and the download will begin.<br>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=MsoListParagraph style='margin-left:29.25pt;text-indent:-18.0pt;mso-list:l2 level1 lfo1'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>2.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>When the download completes, select 'Yes' to start the installation <br>Follow the installer directions.<br>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> <b>It is better to update your base terminal first</b>. You can leave your remote terminal(s) running and connected while you update the base terminal.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA> 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. <o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA> 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>END OF UPDATE INSTRUCTIONS<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Updates (from 4.86) in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>A revised Winery Reporting template V26.6, which fixes their timing issue for generating the report.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>I have modified the Windows reporting to show a significantly more detailed progress during the generation of the report (especially the VQA sheet).<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>I have modified the MAC reporting to show a more detail progress too. There are other enhancements on the MAC side to deal with Grant Access prompts from Excel the first time you generate reports for a specific month. The first time you do, you should be able to Grant Access and then on the POS side, say continue generating reports. That way you Grant Access for the 3 reports (J10, monthly summary, & excise), and then the second time you press the Generate Reports button the MAC will close and re-generate the reports correctly.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Due to the timing concerns, I have created a new table in the database to store the fees associated with the Winery Reporting workbook to speed up other reports that include those fees<o:p></o:p></p><p class=MsoListParagraph style='margin-left:108.0pt;text-indent:-108.0pt;mso-text-indent-alt:-9.0pt;mso-list:l1 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'> </span>i.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Every time you generate LCBO reports, the database table is updated.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:108.0pt;text-indent:-108.0pt;mso-text-indent-alt:-9.0pt;mso-list:l1 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'> </span>ii.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>When you generate other reports that use the fees, those reports will use the fees from the database – and will only resort to re-generating them if they don’t exist. This should significantly improve report generate timing.<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Adding a new package that supports multiple locations for retail stores. This will allow wineries with special licenses that can have multiple store fronts to have a primary and secondary base terminal that sync their sales.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add export/posting to Sage/Quickbooks. This feature will come with a cost (600$/year) due to the expected support to keep it up-to-date with Sage and Quickbooks updates.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![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>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=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![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>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 lfo3'><![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 crystallize all transactions before a specific date and not allow any transactions to be created prior to that date.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![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>Enhancements to the Wine Club feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>7)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add a configurable Region to the information for Contacts and allow reports to be generated for regions (e.g., GTA/Ottawa/etc)<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>8)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add Credit-on-Account tables to all of the relevant reports<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>9)<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 lfo3'><![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>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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>11)<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>12)<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>13)<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>14)<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>15)<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 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>16)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Add Shopify/WooCommerce inter-connectivity support.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>17)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>I will be moving the Windows build to a 64bit build (the MAC build has always been 64bit)<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:0cm'><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><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>I expect to have the next software update towards the end of May addressing items #1/5 and another release towards the summer with items #2/6/9 <o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Cheers,<o:p></o:p></p><p class=MsoNormal>Rob<o:p></o:p></p></div></body></html>