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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 5.13 </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 WINDOWS/MAC 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:l4 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:l4 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>UPDATE IPAD INSTRUCTIONS<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l5 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>1.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Start the App Store app on the iPad.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l5 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>2.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Pick your account (press on your account) , which shows all available updates.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l5 level1 lfo2'><![if !supportLists]><span style='mso-list:Ignore'>3.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Update WineryPOS<o:p></o:p></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 5.11) in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Winery Reporting V27.1.<o:p></o:p></p><p class=MsoListParagraph>This template is required for April, 2026 reporting on. <o:p></o:p></p><p class=MsoListParagraph>NOTE: NO ALGORITHMS HAVE CHANGED for the calculation of Licensee and LCBO pricing. The LCBO is still working on those changes, and I expect a new template to be rolled out by the LCBO sometime in May.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>In the LCBO Monthly/Quarterly report generation, if the template needed to generate the month’s report is not present on the computer, you will be prompted to download it from my server.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fix a bug to save changes to the custom capture data field in the Update Sale dialog.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fix a bug to properly display tips/cashback when merging sales together as part of a mass import if your terminal was in temp sales mode.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fix an issue in the Bottle inventory, to properly show the Use Actual button when actual sales to not match the displayed value.<o:p></o:p></p><p class=MsoListParagraph>The Sold field can now be manually overridden as well.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Added the following sales channels (you must enable them from Config / Show Sales Channels)<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>a)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Other Winery – (available in all packages) for bulk wine sales to other wineries. You can still do this via the Bulk Wine Inventory sold fields.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt'>Access from the menu bar: Sales / Create / Other Wineries in Ontario Sale<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>b)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Manufacturer – (available in all packages) for bulk wine sales to food manufacturers.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt'>Access from the menu bar: Sales / Create / Manufacturer Sale<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>c)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Airlines – (available with the LCBO package)<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt'>Access from the menu bar: Sales / Create / Airline Sale<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>d)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Embassy – (available with the LCBO package)<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt'>Access from the menu bar: Sales / Create / Embassy Sale<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>7)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Fractional case support for all sales channels that typically do case sales.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>8)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Added the VQA Number to the bottle inventory – so you can track it when you add your new bottles to inventory<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>9)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>WineryPOS SOP reporting has been added back in to the J10 – for a while it was not being filled out.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l3 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>10)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Other misc fixes, tweaks, and improvements.<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 lfo7'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Add an Import Sales feature to be able to import sales from Quickbooks (or other apps) generated reports. This allows wineries not using WineryPOS for sales, to import sales and generate government reports (J10 et al)<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo7'><![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 (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='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo7'><![if !supportLists]><span style='mso-list:Ignore'>a)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Stage 1: data presentation in the POS in terms of dialogs as well as viewing data in pdf/csv formats. If you have specific data (or formats) that you would like to see please contact me.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo7'><![if !supportLists]><span style='mso-list:Ignore'>b)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Stage 2: integration with Quickbooks.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo7'><![if !supportLists]><span style='mso-list:Ignore'>c)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Stage 3: integration with Sage.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo7'><![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>Enhancements to the Wine Club feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo7'><![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 lfo7'><![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='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo7'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>a)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Stage 1: support import of csv format sales data to the POS<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo7'><![if !supportLists]><span lang=EN-CA><span style='mso-list:Ignore'>b)<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span lang=EN-CA>Stage 2: integration with one of the platforms.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 level1 lfo7'><![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:l0 level1 lfo7'><![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:l0 level1 lfo7'><![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:l0 level1 lfo7'><![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:l0 level1 lfo7'><![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>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 lfo7'><![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>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 lfo7'><![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>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 lfo7'><![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>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 lfo7'><![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>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><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoListParagraph style='margin-left:54.0pt'><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>