Spring 2010 SmartNews from WineWare Software

Tech Tips

SmartClub: Did you know you can track your Will Calls or Pickup's electronically in SmartClub. There is even a button on the main screen for Update Collected (notice the icon with the pickup truck and a wine bottle in the back)? This feature has been in the product from the very beginning and now it has its own button on the main screen. When you enter this area, you'll see that every shipment is there from your 1st club. If you would like to clear all of these entries and begin marking the shipments electronically beginning with your next shipment, here is the procedure to clear all the entries: highlight one member in the list, then press control and the letter C (for clear) at the same time, then you will get a message, "Mark all transactions as collected", then choose Yes or No. There is also a predefined report called Will Call Collected (in your report generator).

If you have been marking your pickup's electronically and you want to print a report to show who has not collected (picked up), here is the report definition: using the report generator, select a new report, use the History Transactions table, select your clubs, fields to print should be Member Name, Tr. Collection Date (plus whatever else you want to print), sort by Member Name, then press the left Advanced Selection button and: select Tr. Collected date, then Date Range and enter the date range of your desired club runs, then the next line select AND, and select Tr. Collected Date, Equal To NO and run your report. Save it so you can run it in the future with new dates if you desire.

CRE: A question we get asked frequently is "how do I give a credit or a return?" If in the same day and you have not settled your PCCharge batch, simply locate the invoice (Options>1-Cashier>D-Recall Invoice> enter invoice number in Search Box at bottom>, hit Enter) and select Void Invoice ; this will reverse the transaction as well as the charge. When recalling an invoice you can only do three things: Void, Print or End Display If not the current day, Recall the invoice to check items on the invoice then create a new invoice and enter negative quantities to reverse the sale. Of course, you'll need the credit card number/expiration date to process the transaction

PCCharge: You can now upgrade and renew your PCCharge directly with WineWare Software. Verifone has elected to move this process to their resellers and you will get renewal notices directly from us. Call us for your upgrade now to be PCI compliant to process credit cards after July 1, 2010.