Course Descriptions

Drill down to see a detailed course structure.

 

A/P & PURCHASE ORDERS
  • General Ledger Accounts
  • GST Overview
  • System Parameters
    • General
    • Stationery
    • Accounts Payable
    • General Ledger
    • Purchase Orders
    • Stock
    • EFT
  • Stock Items
  • Creditors
  • Creditor Stock Allocation
  • Projects
  • Departments & Non-Stock Items
  • Stock Tendering
  • Restricting P/O Entry Access
  • Processing Purchase Orders
    • Overview
    • Purchase Order Entry
    • MS Outlook Interface
    • Docket & Email
    • Authorisation
    • Stock & Cash Flow Projections
    • Overdue Purchase Orders
    • Purchase Order Stock Receipt
    • Unfillable Purchase Orders
    • Purchase Order Invoice Receipt
  • Purchase Order Reports
  • Creditor Invoice Adjustments
  • Allocating O/Head Costs To Stock
  • Creditor Payments
  • Alter Ageing & Due Date
  • Accounts Payable Reports
  • Cheque Register
  • Stock Reports
  • Foreign Currency
  • Creditor Letters & Email
  • Restricting User Access
  • EOM Procedures
  • Export To MS Excel
  • General Tips

INTENDED AUDIENCE

  • Purchasing Staff
  • Accounts Payable Officer
  • Accountant
  • Warehouse Manager
  • Bottling Manager

DURATION

  • Full Day
A/P & PURCHASE ORDERS - NZ
  • General Ledger Accounts
  • System Parameters
    • General
    • Stationery
    • Accounts Payable
    • General Ledger
    • Purchase Orders
    • Stock
    • EFT
  • Stock Items
  • Creditors
  • Creditor Stock Allocation
  • Projects
  • Departments & Non-Stock Items
  • Stock Tendering
  • Restricting P/O Entry Access
  • Processing Purchase Orders
    • Overview
    • Purchase Order Entry
    • MS Outlook Interface
    • Docket & Email
    • Authorisation
    • Stock & Cash Flow Projections
    • Overdue Purchase Orders
    • Purchase Order Stock Receipt
    • Unfillable Purchase Orders
    • Purchase Order Invoice Receipt
  • Purchase Order Reports
  • Creditor Invoice Adjustments
  • Allocating O/Head Costs To Stock
  • Creditor Payments
  • Alter Ageing & Due Date
  • Accounts Payable Reports
  • Cheque Register
  • Stock Reports
  • Foreign Currency
  • Creditor Letters & Email
  • Restricting User Access
  • EOM Procedures
  • Export To MS Excel
  • General Tips

INTENDED AUDIENCE

  • Purchasing Staff
  • Accounts Payable Officer
  • Accountant
  • Warehouse Manager
  • Bottling Manager

DURATION

  • Full Day
A/R & Sales

Areas Covered

  • System Parameters
    • General
    • Stationery
    • Accounts Receivable
    • General Ledger
    • Sales
    • Stock
  • Stock Setup
  • Stock Prices
  • Stock Discounting Structures
  • Debtor Setup
  • General Ledger Postings
  • Debtor/Stock Allocations
  • Sales Budgets & Forecasts
  • Monitor Sales Rep Performance
  • GST Summary
  • Sales Options & Procedures
  • Sales Invoices
  • Credit Notes & Adjustments
  • Debtor Receipts
  • Cellar Door Sales
  • Targeted Marketing
  • Sales Reports
  • Exporting Sales Analysis
  • Restricting User Access
  • Tips
A/R & SALES - NZ
  • Welcome
  • General Ledger
  • System Parameters
    • General
    • Stationery
    • Accounts Receivable
    • General Ledger
    • Sales
    • Stock
  • Wine Stock Coding Conventions
  • Stock Setup & Reporting
  • Stock Prices
  • Stock Discounting Structures
  • Sales Free Reasons
  • Despatch Carriers (inc. eParcel)
  • Global Stock Item Change
  • Debtor Setup (inc. Samples Debtor)
  • Global Debtor Change
  • Debtor/Stock GL & Allocations
  • Debtor/Stock Allocations
  • Sales Budgets & Forecasts
  • Monitor Sales Rep Performance
  • Sales Options & Procedures
  • Credit Notes & Adjustments
  • Debtor Receipts
  • Foreign Currency Sales
  • Wine Club
  • Mail Order Packs
  • Rewards Program
  • Targeted Marketing
  • Debtor Reports
  • Sales Reports
  • Exporting Sales Analysis
  • Letters & Email
  • Transferring Stock Between Locations
  • Restricting User Access
  • End of Month Procedures
  • GST & Excise Register
  • Alcohol Types & WIS
  • EDI (Coles & Woolworths)
  • Recording Sales Using Mobile Phone
  • General Tips

INTENDED AUDIENCE

  • Sales Manager
  • Marketing Manager
  • Accountant
  • Sales Entry Staff
  • Warehouse Manager

DURATION

  • Full Day
  • Includes Sales Report Writer
ASSET REGISTER
  • Introduction
  • System Parameters
  • GL Accounts
  • Asset Group & Department
  • Depreciation Categories
  • Lease & Hire Purchase
  • Asset
  • Associated Assets
  • Remaining Useful Life
  • Asset Reference Reports
  • Depreciation Monthly Update
  • Lease/Hire Purchase Update
  • Asset Revaluation
  • Asset Adjustment
  • Asset Disposal
  • Asset Operation Reports
  • End Of Month
  • Copy Asset
  • Change Asset Code
  • Global Asset Maintenance
  • Export Assets
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Office Manager
  • Financial Controller

DURATION

  • Half Day
Auction
  • Terminology
  • System Parameters
    • General
    • Stationery
    • Auction
    • Trust
    • EFT
  • Ledger Accounts
    • General Ledger
    • Trust Ledger
  • Auction
    • Item Groups
    • Vendor Setup
    • Buyer Setup
    • Item Reference Setup
    • Vendor & Buyer Mail Out
    • Consignments & Items
    • Vehicles
    • Pre Sale Procedures
    • Export Catalogue
    • Phone Bidders
    • Selling Sheet
    • Buyer Registration
    • Sale Procedures
    • Buyer Self Registration
    • Buyer Invoice Entry
    • Post Sale Procedures
    • Closing the Sale
    • Recovering Vendor Costs
    • Vendor Purchase Orders
    • Processing Vendor Contras
    • Paying Vendors
  • Auction Report
  • Record Sale Income In GL
  • Trust Reconciliation
  • Link Consignments TStock
  • End Of Month Procedures
  • Auction Administration
  • Onsite Auction
  • Auction Flow Diagrams
  • Service Invoices (Valuations)
  • Pocket PC / EZYPDA
  • Import Web Auction
  • Imports & Exports
  • Lock Auction
  • General Tips
  •  

AUCTION REPORT WRITER

  • Introduction
  • Sequencing
  • Selection Criteria
  • Specifying Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips
Bottling

Areas Covered

  • General Ledger Accounts
  • System Parameters
  • General
  • Stationery
  • General Ledger
  • Bottling
  • Stock Setup
  • Packaging Setup
    • Packaging Lines
    • Downtime Reasons
    • Overhead Costs
    • Labour Costs
    • Packaging Specification (BOM)
  • Bulk Despatch To Contract Bottler
  • Packaging Runs
  • Posting Bottling QC
  • Bottling Reports
    • Bottling Composition (LIP)
    • Bottling Costs Materials Wastage
    • Traceability Reports
    • Materials Requirement Planning (MRP)
    • Bottling Proposal
    • Estimated Depletion
    • Validation Summary
  • Importing & Exporting Bottling Runs
  • Tips
  • Advanced Reporting With MS Excel
BOTTLING REPORT WRITER
  • Introduction
  • Grouping Reports
  • Sequencing
  • Selection Criteria
  • Specifying Bottling Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips

INTENDED AUDIENCE

  • Bottling Manager
  • Accountant

DURATION

  • Run with the Bottling seminar
Cellar Door Sales

Intended Audience

Sales Manager, Cellar Door Sales Staff, Accountant

Areas Covered

  • System Parameters
    • Stationery
    • General Ledger
    • Sales
    • Stock
  • POS Equipment
  • Barcode Scanner
  • Programmable Keyboard
  • Till Draw
  • Docket Printer
  • Touch Screen
  • Cellar Door Sales Debtor
  • Stock Setup
  • Cash Register Mode
  • Recording Club Members
  • Freighting Wine
  • Recording Tasting Stock
  • Recording Number of People Tasting
  • Interfacing To Mail Order
  • Reconciling Daily Takings
  • Cellar Door Sales Reports
  • Multiple Cellar Door Sales Locations
  • Monitoring Sales Rep Performance
  • Monitoring Cash Register Performance
  • Restricting User Access
  • Tips
CELLAR REPORT WRITER
  • Introduction
  • Grouping Reports
  • Sequencing
  • Selection Criteria
  • Specifying Bottling Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips

INTENDED AUDIENCE

  • Winemaker
  • Laboratory Staff
  • Accountant

DURATION

  • Half Day
  • Run with the Winemaking seminar
Contract Bottling

Areas Covered

  • General Ledger Accounts
  • System Parameters
  • Debtor & Price Class Setup
  • Fee Types
    • Line Fee
    • Sterile Filtration
    • Additives
    • Analysis
    • Labour
    • Storage
    • Exporting & Importing
  • Stock Setup
  • Linking Fee Types
  • Bulk Receival
  • Managing Client Dry Goods
  • Packaging Specifications
  • Standard Operating Procedures
  • Producing Quotes
  • Posting Bottling QC
  • Scheduling Packaging Runs
  • Generating Sales Invoices
  • Client Reports
  • Sales Analysis Reporting
  • Fee Type Links Summary
  • Importing & Exporting Runs
  • Tips
  • Advanced Reporting With MS Excel
CONTRACT WINEMAKING
  • Linking Fees Summary
  • General Ledger Accounts
  • System Parameters
  • Debtor & Price Class Setup
  • Fees Types
  • Grower Setup
  • Standard Operating Procedures
  • Stock Setup
  • Labour
  • Grape Intake
  • Bulk Receival/Despatch
  • Cellar Operations
  • Storage
  • Billing Flow Diagram
  • Client Reports
  • Sales Analysis Reporting
  • Step-by-Step Summary
  • Transactions Summary
  • Vessel Map
  • General Tips

INTENDED AUDIENCE

  • Winemaker
  • Laboratory Staff
  • Accountant
  • A/R Manager

DURATION

  • Half Day
General Ledger

Areas Covered

  • System Parameters
    • General
    • General Ledger
    • Restricting Access To Accounts
  • Restricting User Access
  • Account & Cashflow Groups
  • Chart Of Accounts & Sub-Accounts
  • Paired Accounts
  • Projects
  • Journals
    • General
    • Cash Payment & Receipt
    • Distribution
    • Standing
    • Accrual and Reversal
  • Reporting
    • P&L, Balance Sheet, Trial Balance & Ledger
    • Cashflow
    • Exceptions & GL Reconciliation
  • Bank Reconciliation
  • Exporting & Importing
  • GL Interface (Updates)
    • A/P
    • A/R
    • Assets
    • Journals
    • Payslips
    • Plant Work Sheet
    • Weighbrdige Docket
    • Grower Payment
    • Vessel Storage Costs
    • Daily Crush
    • Cellar Work Sheets
    • Packaging Run
    • Bulk Despatch
    • Bulk Receival
    • Purchase Order Receipt
    • Sales
    • Stock Adjustment
    • Vineyard Operations
General Ledger - NZ

Areas Covered

  • Introduction
  • System Parameters
    • General
    • General Ledger (inc. GST & Excise)
    • Restricting User Access
  • Account & Cash Flow Groups
  • Additional GL A/C Groups
  • Chart Of Accounts
  • Change GL Account Code
  • Paired Accounts
  • Budgets & Forecasts
  • Projects
  • Journals
    • General
    • Cash Receipt
    • Cash Payments
    • Distribution
    • Standing
    • Accrual and Reversal
  • Reporting
    • P&L and Balance Sheet
    • Trial Balance & Ledger
    • Cash Flow
    • Cheque Register
    • EFT Summary
    • Exceptions & GL Reconciliation
  • Bank Reconciliation
  • End of Year Procedure
  • Exporting Data To MS Excel
  • GL Interface (Updates)
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Financial Controller
  • Office Manager

DURATION

Full Day
Includes GL Report Writer

GL Report Writer

Areas Covered

  • System Parameters
  • Restricting User Access
  • Creating a Report
    • Preloading Accounts
    • Copying Reports
    • Headings
    • Totals
  • Generating Standard Reports
  • Creating Styles
  • Generating Style Reports
  • Exporting & Importing
    • Actuals
    • Budgets
    • Forecasts
    • Tips
  • Customised Formatting (Fonts, etc..)
  • Advanced Reporting with MS Excel
Marketing & CRM

Areas Covered

  • System Parameters
  • Setup
  • Activities
  • Facts
  • Prospect Ratings & Groups
  • Prospects
  • Prospect Contacts
  • Record Activity Against Multi Prospects
  • Reporting By Fact Selection
  • Producing Mailing Labels & Mailmerge
  • Targeted Marketing
  • Bulk Emailing
  • Generating Debtors From Prospects & Vice-Versa
  • Tips
OVERVIEW & CUSTOMISING USER ACCESS

SYSTEM ADMINISTRATOR

  • System Parameters
  • Scheduling Rebuild Index
  • Ezy Folders Structure
  • Hardware Requirements
  • Stationery Designer
  • Format By User Group
  • Restricting User Menu Access
  • Copy User Access
  • System User Log
  • User Menu Access Log
  • Restricting Data Access
    • User Sales & Language Access
    • User Sales Report Writer Access
    • User Purchase Order Limit
    • User P/Order & Stock Access
    • User GL Account Group Access
    • User GL Report Writer Access
    • User Payment Account Access
    • User Stock Location Access
    • User Stock Group Access
    • User Vessel Location Access
    • User Cellar Operations Access
    • User Bottling & W/B Access
    • User Debtor Access
    • User Debtor Category Access
    • User Employee Access
    • User Grower Access

GENERAL USER

  • Introduction & Terminology
  • Accessing EzyWine
  • Software Support
  • Buttons
  • Function Keys
  • Hardware Devices Interface
  • Other Software Interface
  • Stock Costing Overview
  • Support Buttons
    • Menu & System Parameter Help
    • Lodge Support Query
    • Sample Stationery
    • Related Parameter/Menu Options
  • Data House Keeping
  • Deactivating Obsolete Data
  • Month End Check Lists
  • Training & Support

INTENDED AUDIENCE

  • System Administrator
  • Accountant

DURATION

  • Half Day
Payroll

Areas Covered

  • General Ledger Setup
  • System Parameters
    • General
    • Stationery
    • Payroll
    • General Ledger
    • EFT
  • Reference Setup
    • Pay Types & Rates
    • Leave Rules
    • Departments
    • Additions & Deductions
    • Superannuation
    • Employee
    • Standard Payslips
    • Salary Sacrifice
    • Fringe Benefits
    • Activities (Job Costing)
    • On-Costs (eg. Workcover)
    • Tax Scales
    • Access & Authorisation
  • Payroll Operations
    • Automatic & Manual Payslip
    • Termination Pay
    • Email Payslip
    • Cheque & EFT Payment
    • Time Clock Interface
  • Payroll Reports
  • Payroll End Of Month
  • Payroll End Of Year
    • Payment Summary
    • ATO Export
    • On-Costs (eg. Payroll Tax)
  • Human Resources
    • Additional Employee Details
    • OH&S
  • Tips
  • Advanced Reporting With MS Excel
Payroll - NZ

Areas Covered

  • Kiwi Saver Summary
  • General Ledger Accounts
  • System Parameters
    • General
    • Stationery
    • General Ledger
    • Payroll
    • EFT
  • Reference Setup
    • Departments
    • Payroll Groups
    • Superannuation Schemes
    • Cash Flow Groups
    • Pay Rates
    • Pay Types
    • Employee Positions
    • Payroll Leave Rules
    • On-Costs (eg. Workcover)
    • Employee Loans
    • Activities
    • Additions & Deductions (inc. Super)
    • Tax Tables
    • Restricting User Access
    • Employee
    • Change Employee Code
    • Employee Changes Log
    • Standard Payslip
  • Payroll Operations
    • Pay Run Overview
    • Pay Run Entry
    • Pay Run Reports
    • Pay Run Update
    • EFT Payment
    • Time Clock Interface
    • Vineyard Interface
  • Payroll Reports
  • Payroll End Of Month
  • Payroll End Of Year
  • Human Resources
    • Additional Details
    • Employee Injuries
    • HR Reports
  • Exporting Data To MS Excel
  • General Tips

INTENDED AUDIENCE

  • Payroll Master
  • Accountant
  • Office Manager

DURATION

Half Day

PLANT SERVICING
  • General Ledger Accounts
  • System Parameters
  • Stock Setup & Reports
  • Labour Types & Rates
  • Plant Item Setup
  • Service Types
  • Plant Spare Parts
  • Service Tasks
  • Plant Structures
  • Copy Plant Items & Tasks
  • Processing Plant Work Sheets
  • Plant Servicing Reports
    • MTBF
    • Work Sheet History
    • Parts Usage
    • Labour Usage
    • Plant Structure Costs
    • Service Costs
    • Validation Summary
  • Tracking Site Visitors
  • General Tips

INTENDED AUDIENCE

  • Plant Servicing Manager
  • Production Manager
  • Accountant

DURATION

  • Half Day
Sales Report Writer

Areas Covered

  • System Parameters
  • Restricting Sales Rep Access
  • Grouping Reports
  • Styles
  • Sequencing
  • Selection Criteria
  • Specifying Sales Data
  • Generating a Single Report
  • Generating a Group of Reports
  • Budgets & Forecasts
  • Importing Budgets & Forecasts
  • Generating Budgets & Forecasts
  • Targeted Marketing
  • Exporting Reports
  • Sample Reports
    • Spreadsheet
    • MTD/YTD
    • Matrix
    • TOP/BOT
    • Mat Date
    • By Date
    • Special
  • Customised Formatting (Fonts, etc..)
  • Tips
STATIONERY DESIGNER
  • System Parameters
  • Document Options
  • Text Styles
  • Background
  • Header
  • Stock Detail
  • Footer
  • Last Page/Totals
  • Logos
  • Images
  • Colours
  • Shadings
  • Watermarks
  • Versions
  • Export & Import
  • Cheques
  • General Tips

INTENDED AUDIENCE

  • Any staff member interested in producing customised dockets and forms

DURATION

  • Half Day
Stock Control

Areas Covered

  • System Parameters
  • Restricting Access To Stock
  • Perpetual vs Periodic
  • Average vs Standard
  • Unit Of Measure
  • Stock Locations
  • Stock & Sales Groups
  • Additional Stock Groups
  • Stock Items
    • Coding Conventions
    • Areas of Use
    • Barcodes
    • HACCP
    • Change Code
    • Rewards Program
  • Stock Kits
  • Stock Adjustments
  • Stock Receipts
  • Stock Transfers
  • Stock-Takes
  • Stock Storage Charges
  • Reporting
    • STOH
    • Valuation
    • Movements
    • Cost Audit Trails
  • Reconciliations
    • Stock Valuations
    • Vessel Costs
    • Balance Sheet
  • End Of Month
  • Exporting & Importing
  • Tips
Stock Control - NZ

Areas Covered

  • Stock Costing Methods
  • System Parameters
  • Stock Locations
  • Stock & Sales Groups
  • Alcohol Types (Excise & ALAC)
  • Wine Institute Statistics (WIS)
  • Stock-Take Variance Reasons
  • Stock Items
    • Wine Coding Conventions
    • Notes [F5]
    • Unit of Measure
    • Rewards Program
    • HACCP
    • Additional Stock Groups
    • Stock Location Reorder Levels
    • Stock Item Notes
    • Stock Reference Reports
    • Stock Kits
    • Additive HACCP Reference
    • Calculate Stock Reorder Level
    • Global Stock Item Change
    • Change Stock Item & Location Code
    • Copy Stock Items (between vintages)
    • Stock Item Barcodes
    • Stock Item Creditors
    • Stock Export Approval
  • Stock Adjustments
  • Stock Receipts
  • Stock Transfers
  • Stock-Takes
  • Stock Operations Reports
    • STOH
    • Valuation
    • Movements
    • Cost Audit Trails
  • Stock Storage Fees
  • Stock Tendering
  • Wine Show Results
  • Multi-Company Stock Consolidation
  • End of Month Procedures
  • Restricting User Access
  • PDA (Pocket PC)
  • Exporting To MS Excel
  • Bonded Warehouse
  • Pallet Tracking
  • HACCP Tracking
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Office Manager
  • Financial Controller
  • Winery Administrator

DURATION

Full Day
Includes Stock Report Writer

STOCK COSTING & RECONCILIATION

RECOMMENDED SETUP

  • Overview
  • Winery Stock Cost Simulator
  • System Parameters
  • General Ledger
  • Stock
  • Restricting Access

COSTING

  • Costs at Weighbridge
    • Grape Cost
    • Amending Grape Cost & Bonus
    • Levies
    • Freight Cost of Grapes
  • Costs in Cellar
    • Additives
    • Labour
    • Operation Costs
    • Storage Costs
    • Volume Variances
    • Overhead Costs
    • Wine Movements
    • Purchasing Bulk Wine
  • Bottling Costs
    • Bulk Despatch To Bottler
    • Materials
    • Labour
    • Overheads
  • Adding Costs to Finished Product
  • Purchase Order Impact
  • What Can Go Wrong?

OPTMISING EXISTING DATA

  • Assess Your Data
  • Modifying GL account
  • Modifying Stock Groups
  • Regrouping Stock Items
  • Bulk Wine Volumes
  • Bulk Wine Cost In Vessel
  • Average Cost In Stock Module
  • Standard Cost In Stock Module
  • Reconciling GL & Stock

MAINTAINING DATA INTEGRITY

  • Recommended Procedures
  • Reconciling Stock
    • Reconciliation Reports
    • Tracking down Discrepancies
  • Correcting Discrepancies
  • Trouble Shooting
  • User Defined Menu

INTENDED AUDIENCE

  • Accountant
  • Financial Controller

DURATION

Full Day

STOCK REPORT WRITER
  • Introduction
  • Sequencing
  • Selection Criteria
  • Specifying Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Operations Manager

DURATION

  • Half Day
  • Run with the Stock Control seminar
Vineyard Management

Areas Covered

  • System Parameters
  • Vineyard Section Setup
    • Growers
    • Varieties
    • Analysis
    • Vineyard & Section
    • Groups
    • Irrigation, Trellis, Root
    • Stock, Soil & Clone Types
    • Vineyard Stages
    • Blocks
    • Sections
    • Section Map
  • Vineyard Stock Items
  • Analysis
    • Spray Periods
    • Recording Analysis
    • Weather Station Interface
    • Analysis Reports
  • Operations
    • Operation Groups & Types
    • Plant Items & Machinery
    • Labour Types & Rates
    • Processing Work Sheets
    • Report Definitions
    • Operation Reports
  • Vintage Planning
    • Forecasts
    • SOP’s
    • Harvest Plan
  • Tips
  • Advanced Reporting with MS Excel
VINEYARD REPORT WRITER
  • Introduction
  • Grouping Reports
  • Sequencing
  • Selection Criteria
  • Specifying Vintage Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Winemaker
  • Grower Liaison Officer
  • Vineyard Managers

DURATION

  • Run with the Vineyard Management seminar
Vintage Preparation & Operations

Intended Audience

Winemakers, Grower Liaison Officers, Weighbridge Operators, Accountants

Areas Covered

  • Payment Terms
  • Payment Rates
  • Levies
  • Bonus Schemes
  • Grower Blocks & Sections
  • Vineyard Yield Projections
  • Growers
  • Grower Contracts
  • End of Vintage
  • Crushers
  • Spray Diary & Plant Health Register
  • Grower Bookings
  • Weighbridge Text
  • Weighbridge Analysis
  • Weighbridge System Parameters
  • Weighbridge Operations
  • Batch Email Dockets
  • Wine Stock Coding Conventions
  • Standard Operating Procedures
  • Addition Stock Items
  • Daily Crush System Parameters
  • Daily Crush Operations
  • General Ledger Interface
  • Wine Cost Reconciliation
  • Grower Payments
  • Tips
VINTAGE REPORT WRITER
  • Introduction
  • Grouping Reports
  • Sequencing
  • Selection Criteria
  • Specifying Vintage Data
  • Generating Report
  • Customised Formatting (Fonts, etc…)
  • Exporting Reports
  • General Tips

INTENDED AUDIENCE

  • Accountant
  • Winemaker
  • Grower Liaison Officer

DURATION

  • Half Day
  • Run with the Vintage Preparation & Operations seminar
WAREHOUSE MANAGEMENT
  • Introduction
  • System Parameters
  • Historic Lot Numbers
  • Stock Locations
  • Sales Orders & Invoicing
  • Debtor Default Locations
  • Warehouse Bays
  • Sales By Location Group
  • Bottling Runs
  • Location Map
  • Lot Tracking Reports
  • General Tips

INTENDED AUDIENCE

  • Sales Manager
  • Accountant
  • Sales Entry Staff
  • Warehouse Manager
  • Production Manager

DURATION

  • Half Day
WINE CLUB
  • System Parameters
  • Printer Setup
  • Standard Stationery Formats
  • Customised Stationery
  • Stock Kits
  • Debtor Prices & Discounts
  • Additional Debtor Groups
  • Debtor Group Defaults
  • Debtors
  • Debtor Credit Card Expiry
  • Change Debtor Code
  • Debtor Notes [F5]
  • Export & Import Debtors
  • Membership Cards
  • Despatch Carriers (inc. eParcel)
  • Debtor/Stock Allocations
  • Processing A Mail Order
    • Mail Order Entry
    • Mail Order Dockets
    • Picking Slip
    • Consignment Note
    • Carton Labels
    • Mail Order Listings
    • Process Credit Card Payment
    • Mail Order UPDATE
    • Direct Deposit
  • Copy Mail Orders
  • Import Mail Orders
  • Export Mail Orders
  • Mail Order History Reports
  • Mail Order Packs
  • Rewards Program
  • POS / Mail Order Interface
  • Letters, Labels & Email
  • Targeted Marketing
  • Marketing & CRM Interface

INTENDED AUDIENCE

  • Sales Staff
  • Wine Club Managers
  • Marketing Staff
  • Accountant

DURATION

  • Half Day
WINEMAKING
  • Introduction
  • System Parameters
  • Restricting Operation Type Access
  • Restricting Vessel Access
  • Stock – Bulk Wine
  • Stock – Additives & HACCP
  • Wine Status
  • Wine Allocation & Batch
  • Vessel Groups, Types & Attrib.
  • Barrel Attributes Global Change
  • Dip Tables & Charts
  • Vessels & Barrel Generation
  • Analysis Types, Areas & Labs
  • Bulk Wine Carriers
  • Composition Specifications
  • Standard Operating Procedures
  • Cellar Operation Types
  • Cellar Operation Types Summary
  • Cellar Variance Reasons
  • Terminology
  • Multi-Allocations
  • Vessel Group Allocation & Stats.
  • Dip & Fortification Calculator
  • Cellar Operations
    • Transfer
    • Homogenous Blend
    • Press
    • Adjustment
    • Change Barrel Location
    • Barrel Topping
    • Vessel Stock-Take
    • Analysis
    • Addition (inc. consumables)
    • Cost Allocation
    • Create Yeast Culture
  • Lab Analysis
  • Trial Blend Form
  • Samples Despatch
  • Bulk Despatch
  • Bulk Receival
  • Sundry Despatch
  • Reports
    • Volume
    • Composition
    • Addition
    • Analysis
    • Cost
    • Audit
  • Vessel Map
  • Blend Calculator
  • Bulk Wine Sales Alloc.
  • PDA (Pocket PC)
  • Exporting Data
  • GL Update Postings
  • General Tips

INTENDED AUDIENCE

  • Winemaker
  • Laboratory Staff
  • Accountant

DURATION

  • Full Day
  • Includes Cellar Report Writer

 

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