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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 5.19 </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: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>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:l4 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:l4 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:l4 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 5.13) in this version:<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'>1.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Winery Reporting template V27.2 – Wholesale pricing for licensees, effective July 1<sup>st</sup>, 2026<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>This template has significant changes due to pricing changes for licensees and the removal of Ontario wine/cider/bottle levies<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt'>The licensee price is now calculated as markups on the landed cost, instead of a straight 10% discount of the retail price.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>In the Licensee Pricing dialog (Sales / Licensee Pricing) – the manual calculator has been updated to perform old (discount) and new (wholesale) licensee pricing calculations.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>If you notice any discrepancies, please let me know.<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'>2.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Import Sales from Excel feature.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>a.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>This is a paid for feature.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>b.<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]>The WineryPOS software can now import sales from excel files, that you have exported from Quickbooks (or other accounting s/w). <o:p></o:p></p><p class=MsoListParagraph style='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l0 level2 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>c.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>The software can now be used as strictly a report generator if you want to use different s/w (or a combination of) for sales.<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'>3.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Bottle inventory now tracks the VQA number as well.<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'>4.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Improved network connectivity if your base terminal has multiple IPs.<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'>5.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Improved remote printing support from another terminal.  The terminal being configured (eg iPad) to use remote printing can now select from a list of configured terminals.<o:p></o:p></p><p class=MsoListParagraph style='margin-left:54.0pt;text-indent:-18.0pt;mso-list:l2 level1 lfo4'><![if !supportLists]><span style='mso-list:Ignore'>-<span style='font:7.0pt "Times New Roman"'>          </span></span><![endif]>Also moved Name parameter in the iPad configuration scene to the Connectivity Settings scene and renamed it to End-of-Day Name to avoid confusion with the remote print name.<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'>6.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>Merchant terminal processing semi-integrated support.  If an unknown payment type (eg Discovery card) is accepted the POS used to default this to payment type of Other,  Now that can be configured (eg to Visa).<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'>7.<span style='font:7.0pt "Times New Roman"'>       </span></span><![endif]>MAC build changes to support Intel and Apple silicon.  Apple is slowly phasing out support for Intel based macs (pre-2020).  Minimum macOS supported is now 13.0 (Ventura)<o:p></o:p></p><p class=MsoListParagraph>The install package should support both Intel and Apple silicon macs.  <o:p></o:p></p><p class=MsoListParagraph>If you have issues, please let me know.  The installer runs on both of my macs – one Intel and one Apple silicon.<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]>Allow Cider to have excise – in the case of non-apple cider.<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]>Other misc fixes and updates.<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 lfo5'><![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>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='text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'>      </span></span><![endif]><span lang=EN-CA>Create an iPhone app </span><o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 level1 lfo5'><![if !supportLists]><span style='mso-list:Ignore'>3)<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:l1 level2 lfo5'><![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:l1 level2 lfo5'><![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:l1 level2 lfo5'><![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:l1 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>Enhancements to the Wine Club feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l1 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>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 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='margin-left:72.0pt;text-indent:-18.0pt;mso-list:l1 level2 lfo5'><![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:l1 level2 lfo5'><![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:l1 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:l1 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:l1 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:l1 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:l1 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>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 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>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 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>Add secondary commission rate for specific sales channels (eg Export, or OOP).<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><p class=MsoNormal><o:p> </o:p></p></div></body></html>