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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><b><span lang=EN-CA>Version 4.98</span></b><span lang=EN-CA> 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><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>Please note that the update server automatically disables updates for wineries that have 30+ day outstanding invoices.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-CA>Package pricing and update fees will be going up slightly in the new year.<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:l3 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:l3 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 4.95) in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Update for HST removal on wine/cider sale categories effective Dec 14<sup>th</sup> to Feb 15<sup>th</sup>.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>DO NOT change the price of your wines/ciders. The POS will automatically adjust the price by removing the HST.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>YOU MUST MANUALLY CHANGE all of your non-wine items that are impacted by the HST tax holiday (eg Food & books)<o:p></o:p></p><p class=MsoNormal style='margin-left:36.0pt'>Obviously, if the transaction’s date is in the tax holiday time frame any wine items you add to the transaction will have the HST backed-out – so if you create a transaction on Dec 13<sup>th,</sup>, for example, and then move it to Dec 14<sup>th</sup> – any wine items you add will not have HST. The POS will not adjust the tax when you move it into the tax holiday time frame – so you would need to remove and then re-add the items to the sale transaction.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Gift Certificates now track amounts remaining instead of zeroing the amount remaining if the certificate is not fully used.<o:p></o:p></p><p class=MsoListParagraph>-side note, that gift certificates can now by imported into the system – which is really only useful for new installations.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>An excise column has been added to the Bottle History dialog<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>In the SaleItem Configuration dialog (when configuring sale items in Config mode), the Wine Select dialog now allows you to show all the wine in BottleInventory (instead of just the ones that don’t have SaleItems). This allows you to easily link multiple sale item buttons to the same inventory bottle if you are now using multiple price points for the bottle.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Bug fixes<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>a)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fixed crash when a bottle discount is added to a licensee wine.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>b)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fixed table map button not being properly shown when changing the configuration to show, or not show, it.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>c)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fixed an LCBO Bug in the WineryReporting template that was populating fruit wines from the VQA sheet to the VQAO sheet. The POS will set the bottle size to zero, so that you don’t pay the VQAO fees that they are not entitled to.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>In the Restaurant package – the time stamp for the table is changed to its payment time – for easier cross referencing with sales slips.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>7)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Increased the fractional items combos to include more options.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>8)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Added a Quote feature. You can now create a quote – which is not a physical sale – so it is NOT added to sales figures. Bottles are NOT removed from inventory. You can apply payments to it (which are tracked as credit-on-account), and when you are ready, you can convert the quote to a physical transaction. <o:p></o:p></p><p class=MsoListParagraph>This is particularly useful if you are pre-selling wine, or want to track a future event (eg wedding event).<o:p></o:p></p><p class=MsoListParagraph>When the quote is converted to a physical transaction it’s items are removed from inventory.<o:p></o:p></p><p class=MsoListParagraph>Under the Sales menu, see Quote Summary, and Create / Quote.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l4 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>9)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Other misc updates and bug fixes.<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 lfo5'><![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:l0 level1 lfo5'><![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:l0 level1 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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>Add Shopify/WooCommerce inter-connectivity support.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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 lfo5'><![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>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>