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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 4.95 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><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 4.93) in this version:<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]>Revised WineryReporting template V26.7.  This will fix the VQA totals not being back-populated on the J10 sheet.<br>There is no change to tax calculations, but regenerating your Apr/May/June reports will properly populate the J10 sheet totals.<o:p></o:p></p><p class=MsoListParagraph>NOTE: a new template will be downloaded from the server.<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]>The Update Sale dialog now uses push buttons for the payment selections instead of pull-down combo boxes.<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'>3)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>Major Restaurant package upgrade.  This will only impact the wineries running the restaurant package.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>The Winery Info dialog – the restaurant checkbox in the Misc section are now accessible via a Restaurant Package button<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>You can now track every item in a table by an individual seat number.  This can be turned on/off (default is off) via the Winery Info dialog.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>If (and only if) you turn on the seat tracking – you can only create a NEW TABLE via the Table Map. <br>So you won’t be able to put items in the cart area, and then press the Table payment button.  In fact, the Table payment button is not shown when you are using seat tracking.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>d.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>For seat tracking:<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:l0 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 add an item to the table, you are prompted for the seat number for that item.<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:l0 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 splitting a table, you can also split by seat number(s).<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:l0 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'>                                                            </span>iii.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>When printing a bill, you can also print by seat number(s)<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:l0 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'>                                                           </span>iv.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>When moving items to a different table, you can also move by seat number(s)<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:l0 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'>                                                             </span>v.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>Order printing to the kitchen contains the seat number for the item.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>e.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>The Pay By (split payments) button has been changed to a Pay button.  Every time you press the Pay button, you can select to pay by:<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:l0 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]>By All… : you are prompted for the payment type, which can be the Merchant Terminal in semi-integrated.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:108.0pt'>NOTE: that if you want to Pay by All, and it is with a Merchant Terminal, you could just press the Merchant Terminal button.<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:l0 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]>By Amount… : you are prompted to enter the amount, and then the payment type, which can be the Merchant Terminal in semi-integrated<o:p></o:p></p><p class=MsoListParagraph style='margin-left:108.0pt'>There are a maximum of 10 payments allowed currently.<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:l0 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'>                                                            </span>iii.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>By Items… :you are promoted to select the item(s), to pay for, those items are split into a new transaction, and you are then prompted for the payment type.<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:l0 level3 lfo2'><![if !supportLists]><span style='mso-list:Ignore'><span style='font:7.0pt "Times New Roman"'>                                                           </span>iv.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>By Seats…: (if seat tracking is enabled): you are prompted to select the seat number(s), those items are split into a new transaction, and you are prompted for the payment type<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>NOTE: the Pay By items and seat numbers split the appropriate items into a new transaction, so that the remaining items in the transaction represent what is left to pay.<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'>4)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>In the Update Sale dialog you can now double-click on an individual item (must be non-wine),  and split that item and keep it in the transaction.  This is useful if you want to split an item in half, so that two people can pay for it.<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'>5)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>iPad upgrades<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Like the Update Sale dialog, you can now select an item, and edit it, split it, add a Discount $, a Discount %, or add a note.  For some of these functions, you must be in Full Access mode.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>Other changes to make the ipad have just as much functionality as the desktop app.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Over time, many of the pull-downs are being converted to button pushes.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>Other miscellaneous fixes and changes.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Upcoming Additions:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>Add export/posting to Sage/Quickbooks.  This feature will come with a cost (TBD$/year) due to the expected support to keep it up-to-date with Sage and Quickbooks updates.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo3'><![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>Enhancements to the Wine Club feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 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:l1 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:l1 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 generate and track Sales Orders (future month dated orders that you can track payments as credit-on-account payments and change as needed).<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 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>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:l1 level1 lfo3'><![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 Shopify/WooCommerce inter-connectivity support.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>8)<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:l1 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>9)<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:l1 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>10)<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:l1 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>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:l1 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>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:l1 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>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:l1 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>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:l1 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>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:l1 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 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:l1 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=MsoNormal><span lang=EN-CA><o:p> </o:p></span></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><o:p> </o:p></p><p class=MsoNormal>Cheers,<o:p></o:p></p><p class=MsoNormal>Rob<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>