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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 5.21 </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>This version contains bug fixes, updates for WineryReportingV27.2 reporting, and the ability to create non-Ontario non-VQA wines.<o:p></o:p></span></p><p class=MsoNormal><b><span lang=EN-CA>When your base terminal is updated and restarted it will perform a database update (20sec – 2min) to correct a potential display of licensee price bug, and enhance the bottle inventory. Please be patient</span></b><span lang=EN-CA>.<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:l1 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:l1 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><span lang=EN-CA><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-CA>NOTE: If asked to download core files when restarting the software, select Yes. Otherwise, you could be missing core templates the software needs to generate reports.<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:l3 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:l3 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:l3 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 5.20) in this version:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>1)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Bug fix for licensee pricing. The transactions are correct, but the displayed licensee price in the transaction may be incorrect<o:p></o:p></p><p class=MsoListParagraph>This could occur for wines that you have a LCBO price override for, and you alter the licensee transaction after it has been created.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>2)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>WineryReporting template improvements to show which rows are being populated on VQA/non-VQA/VQAO sheets on both Windows and MAC computers.<o:p></o:p></p><p class=MsoListParagraph>-plus a bug fix on the MAC when reading the non-VQA licensee fees on template V27.2 (July on reporting)<o:p></o:p></p><p class=MsoListParagraph>-non-Ontario wine sold in your WRS will be correctly set on the J10 and licensee sales on the non-VQA sheet.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>3)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>SummaryReportV3 supports the new format for Ontario Wine Tax remittance.<o:p></o:p></p><p class=MsoListParagraph>-if you regenerate any report from April, 2026 on - it will use the new template.<o:p></o:p></p><p class=MsoListParagraph>-the new template also supports non-Ontario wine and cider columns<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>4)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Non-Ontario tracking for wine and cider. By default wine and cider are assumed to be 100% Ontario<o:p></o:p></p><p class=MsoListParagraph>This is tracked both in the bottle inventory AND in the Configure sale key for the wine.<o:p></o:p></p><p class=MsoListParagraph>There is a Find and Replace / 100% Ontario dialog that can be used to correctly change the 100% Ontario status of a wine or cider across the entire database.<o:p></o:p></p><p class=MsoListParagraph>You only need to run the Find and Replace for your non-Ontario wines and ciders.<o:p></o:p></p><p class=MsoListParagraph>Reporting of non-Ontario wines and ciders from an Ontario Wine Tax perspective is only supported from April 1, 2026 on.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>5)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Upgraded the Bottle inventory to historically track the VQA number of the wines in inventory (which happened when the base terminal restarted with Release 5.21)<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>6)<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]>Upgraded the PDF reports to add non-VQA sales/btg/inventory tables to help with the non-VQA grape support program audits.<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 lfo4'><![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:l0 level1 lfo4'><![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:l0 level1 lfo4'><![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:l0 level2 lfo4'><![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 lfo4'><![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 lfo4'><![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 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>Enhancements to the Wine Club feature.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-18.0pt;mso-list:l0 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 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 lfo4'><![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:l0 level2 lfo4'><![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 lfo4'><![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 lfo4'><![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 lfo4'><![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 lfo4'><![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 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>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 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:l0 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>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 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>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>