Did you know?

Bar Code Scanner Optional Setups.

Sept. 17 2011

"For the Symbol Bar Code scanner, LS4208, this document allows you 2 options for data entry; Move from Item Product to the new Item Product field directly below or Move to the new line below to the Quantity field. The latter option allows you to leave the Qty at 1 or change the Qty to another number. Press the Enter or Tab keys to move into the Item Product field. You then scan your next item. Please follow the instructions to re-program your scanner." View & Print>

Reconnect to Network Data - How to do it.

Jan. 12 2011

"If your business uses 2 or more computers that access WMS7, you need to know the process to reconnect to the WMS7 data source should your network get disconnected. Here's how to do it." View & Print>

Bar Code Scanner - How to set it up.

Dec. 8 2010

"The Symbol Bar Code scanner, LS4208, has been included in the latest version of WMS. To speed up your sales transactions and to create your own bar codes on your products, this scanner is simple to install and easy to operate. Here's a quick reference document to set it up. The latest Release Notes for WMS, version 7.77 has more details of its uses in WMS." View & Print>

Inventory Snapshot - Get your current Inventory Status.

Nov. 8 2010

"Here's a tool that will quickly tell you your current Inventory status! You set up your Inventory Type, assign the products to the Inventory group and generate this Inventory Snapshot report every month, quickly and easily." View & Print>

Invoice Sales Analysis - Send it to Excel.

Oct. 25 2010

"Have you ever wanted to analyze all of your Invoice's sales in a spreadsheet for graphing or for charting your store's progress? Well, WMS has the export function to do just that, here's how!" View & Print>

Product Unit Price - How to change it on the Invoice.

Oct. 22 2010

"You are working on an Invoice for a customer and you notice that the Unit Price for a product you just entered, is incorrect! Here's how you correct it quickly." View & Print>

HST - What, When and How to implement in WMS?

Apr. 23 2010

"This step by step document will show you in WMS on how to adjust your May to June HST charges (if they are applicable), as well as direct you to the correct process for the June 30th, July 1st change over!" View & Print>

Backup Data - Do I need to do this and how often?

Feb. 24 2010

"Your data is the most important part of your business. Without it, you can't operate. Sooner or later, something MAY happen to your PC. To ensure you are safe, spend 1 or 2 minutes a day backing up your wmsdata!" View & Print>

Gift Certificates - How do I sell, redeem and audit them?

Feb. 22 2010

"Gift Certificates are easily handled within WMS. Sold as a product, print it in the Invoice and redeemed as a payment. A simple setup ensures success!" View & Print>

Reminders - What are they used for?

Mar. 8 2009

"Tired of sticky notes cluttering up your desk and forgetting to complete something because you cannot find the note you left for yourself? Put all those sticky notes in the garbage after entering them into the WMS Plus Reminder's form!" View & Print>

Quick Prints - What are these?

Mar. 8 2009

"WMS has a number of specific tools to enhance your customer's experience. These small but helpful tools are spread throughout WMS, here is where to find them!" View & Print>

Barrel Aging - How do you track this task?

Mar. 8 2009

"Barrel aging is a tool for effectively enhancing many of the already good products produced. Simply by adding the wine to a barrel and allowing it age even further is great value, here's how to track it in WMS Plus!" View & Print>

Supplier's Products - How to quickly remove a complete set?

Jul. 8 2008

"As WMS is filled with many supplier's products, you may want to delete those that you know you won’t use. Instead of deleting them one at a time, you can do a batch delete in one fell swoop!" View & Print>

Spreadsheet View - How to view many Customers or Products at once?

Jun. 2 2008

"Often it is necessary to review a number of similar items for updating. Seeing all of the items in one screen instead of flipping through the single view screen is quicker and more efficient."View & Print>

Monthly Report - How to quickly run the Export Menu for a month?

May 31 2008

"For your daily accounting balance process, the 3-step process needs to be completed on the Export Menu. This process can be done on that specific day, but often it is done at the end of the week. To do multiple dates and quickly change the date for each day for the 3-step process."View & Print>

Customer Information - How to find a Customer's name, Phone, History or Invoice quickly?

May 31 2008

"In some instances, a customer phones, or walks into your shop and you can only recall his first name, his last name or neither! How do you, professionally speaking, pull this customer’s information about his order or past history quickly and in a professional manner?"View & Print>

Invoice Find - How to go to a Specific Invoice quickly?

May 27 2008

"The Invoice is the primary Point Of Sale tool in WMS for you and your customer. Assuming you have a specific Invoice to check, there are a number of ways to find that Invoice number?"View & Print>

Passwords - What is the correct password?

Feb. 25 2008

"In order to provide security to certain areas of WMS, a number of passwords have been implemented on a number of forms and reports. How do I know which password is associated with which form or report?"View & Print>

How did The Wine Management System evolve?

Feb. 23 2008

"Little known facts you didn?t know about the birth, growth and the brains behind The Wine Management System?"View & Print>

Function Keys - What are these quick access keys?

Feb. 23 2008

"One of the best tools in WMS has been the addition of the Function Keys. Available with each installation is a shortcut Function Key card strip that sits at the top of your keyboard or monitor. Designed to ensure you can make quick access to the major features of WMS, these shortcuts are a valuable tool to use?"View & Print>

Ghosts and Accounting - where do these errors come from?

Feb. 21 2008

"One of the most annoying scenarios is an unbalanced day on the General Journal Entry report, and the inability to find that missing imbalance. Trying to find that ghostly entry doesn’t need to be too difficult?"View & Print>

Ghosts in Production - where do these mysterious wines come from?

Feb. 8 2008

"In some instances while filling out an Invoice for a customer, the customer may change their mind, curious, eh? Depending on where you are in completing that entry, WMS may have created an entry in the Production part of WMS. This is normal and if you decide to change that selection, WMS will remove that entry from Production. However, sometimes that first selection is left in Production and will haunt your Tasks Lists forever. Likely it will not show in the Verify in Production tab. Trying to find that ghost wine isn’t too difficult."View & Print>

Cellar Meister Data - where do I find it?

Feb. 1 2008

"Conversions of data files from Cellar Meister or other types of databases do not always comply with the data structure for WMS. To assist you in an easier transition from DOS programs to Windows, there are a couple of methods to find these past sales of your customers"View & Print>