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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 5.01 </span></b><span lang=EN-CA>is now available for download from the POS server 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><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 4.99) in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Loyalty Member feature addition</b>. Available natively to wineries running the LCBO package. If you would like this feature and do not have the LCBO package, the Loyalty Member feature can be added to your configuration as an add-on feature for 10$/month.<o:p></o:p></p><p class=MsoNormal style='margin-left:36.0pt'>This feature is a basic loyalty membership feature. Members are tracked, and accumulate loyalty dollars, that can be used in future purchases. When the loyalty dollars are used, they are applied to the sale as a discount.<o:p></o:p></p><p class=MsoNormal style='margin-left:36.0pt'>Loyalty members have their own table in the database to speed up access, but each loyalty member also has a contact. The Loyalty table only tracks their Name, Telephone, and Email address. All other data for the member can be accessed via their contact information.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l3 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Basic Settings</b> via the Winery Info dialog (press the Loyalty Options button).<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>Enable/Disable loyalty Tracking – When enabled a quick access Loyalty button is added to the main display, just above the Contact button.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>Rate – Sets the percentage rate (X.XX), that loyalty dollars are accumulated at. Eg. At 5.00%, 5 dollars are accumulated for every 100$ spent.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>Months – Is the number of months that their unspent dollars accumulate for. As time goes by, and dollars are not spent, they are removed for lack of use.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l3 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Basic Operation</b> via the Loyalty button on the main display<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>The Loyalty button can be pressed before or after there are items in the main display cart.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>When the Loyalty button is pressed – a Loyalty Member search dialog is shown<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt;text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>-<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Double-clicking on an entry will select it (or pressing the Select button on an iPad).<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt;text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>-<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Entries can be reduced by typing in any of the Name/Telephone/Email text fields<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt'><b>NOTE: search results are based on the string being found at any location. If 9000, or 399 is entered in the Telephone field, a number like 613.399.9000 is a match.<o:p></o:p></b></p><p class=MsoListParagraph style='margin-left:126.0pt'><b>It is always quicker to simply enter the last 4 digits of someone telephone number to quickly eliminate unwanted members from the list.<o:p></o:p></b></p><p class=MsoListParagraph style='margin-left:126.0pt;text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>-<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add a new member by pressing the Add New button.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt'>If the new member already has a contact, press the Link To Contact button, to pick search the Contact List to select the contact and copy their data.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt'>For new members, you can change their Dollars accumulated amount – so you could give them a bonus for joining.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt'>If any of the fields Name/Telephone/Email are modified, their corresponding Contact Info in the contact list is modified as well.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:126.0pt;text-indent:-18.0pt;mso-list:l0 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>-<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>View CSV button, allows sub-sets of the Loyalty Members to be exported to excel.<o:p></o:p></p><p class=MsoNormal style='margin-left:72.0pt'>When a Loyalty Member is selected for the transaction, the user will be prompted to use (or not use), any accumulated dollars for the Loyalty member.<o:p></o:p></p><p class=MsoNormal style='margin-left:72.0pt'>Loyalty Dollars are accumulated on the sale total. So if a transaction has a loyalty discount on it, they only accumulate dollars on the amount tendered.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l3 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The Loyalty Members list can also be accessed from the menu bar by selecting Lists / Loyalty Members.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>When accessed from the menu bar, double clicking of the Member allows you to edit the member information<o:p></o:p></p><p class=MsoListParagraph>You can add the Loyalty Member as the contact (Name), for an existing transaction, and those loyalty dollars will be added to their totals. Like-wise if you remove them from the transaction, the loyalty dollars will be removed.<o:p></o:p></p><p class=MsoListParagraph>Note: currently you cannot assign a Table transaction to a Loyalty member – that will be added in the future.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>There are now <b>24 sale item buttons per page (4 columns x 6 rows)</b> instead of 20 (4 x 5).<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>MAC specific secondary printer bug fix. You can now access the Add Media Option check box for secondary printers.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Gift Card / Gift Certificate usage bug fix on Unpaid (Invoice) transactions on the desktop (it worked properly on the iPad). Fixed a bug where if the Gift Card/Certificate only had 25$, but the transaction was for 100$, using the gift card/certificate resulted in the transaction being set to paid – even though there should have been a unpaid amount of 75$ left.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Excise Warehouse ending inventory check/validation. A secondary validation of ending inventory has been added to insure that the excise warehouse ending inventory is correctly reported,<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>VQA Statistics needed when applying for the VQA rebate program are now added to the Sales Summary reports (LCBO Package needed).<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>7)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>iPad specific updates:<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l3 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The Contact List now has a Search button<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l3 level2 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>The Contact List now has an A-Z set of buttons beside the scroll view. Pressing those buttons, moves the scroll view to the start of that letter.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>8)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Other misc changes and bug fixes.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>9)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Infrastructure changes/improvements to aid in Sage/Quickbooks integration.<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 lfo4'><![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 lfo4'><![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 lfo4'><![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 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 lfo4'><![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>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 lfo4'><![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>Add Shopify/WooCommerce inter-connectivity support.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>6)<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 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>7)<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 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>8)<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 lfo4'><![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>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 lfo4'><![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>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 lfo4'><![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>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 lfo4'><![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>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 lfo4'><![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>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 lfo4'><![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>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 lfo4'><![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>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=MsoListParagraph style='margin-left:126.0pt'><o:p> </o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>