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
Pro Presentation
Discovewr how the new GUI interface and SQL backend with further streamline your business and save you time.
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