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

 

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
• MatDate
• By Date
• Special
• Customised Formatting (Fonts, etc..)
• Tips

 

Areas Covered

• System Parameters
• Document Options
• Text Styles
• Background
• Header
• Stock Detail
• Footer
• Last Page/Totals
• Logos
• Images
• Colours
• Shadings
• Watermarks
• Versions
• Export & Import
• Cheques
• Tips

 

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

 

Areas Covered

• General Ledger Setup
• System Parameters
• General
• Stationery
• Accounts Payable
• General Ledger
• Purchase Orders
• Stock
• EFT
• Stock, Creditor & User Setup
• GST Summary
• Withholding Tax
• Budgets & Credit Limits
• Access & Authorisation
• Departments
• HACCP
• Purchase Orders
• Stock
• Non-Stock
• Foreign Currency
• Bulk Wine
• Projections & Overdue Orders
• Copying Purchase Orders
• Send Electronic Copy (EDI)
• A/P Invoice & Adjustments
• Non-Purchase Order Invoices
• Allocating Overhead Costs to Stock
• Creditor Payments
• Cheque
• EFT
• Email Remittance
• Currency Losses & Gains
• A/P, Stock & Bottling Reports
• Creditor End Of Month
• Tips
• Advanced Reporting With MS Excel

 

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

 

Areas Covered

• System Parameters
• Restricting Operation Type Access
• Restricting Vessel Access
• Stock - Bulk and Additive
• Wine Status, Allocation & Batch
• Vessel Groups, Types & Attrib.
• Dip Tables & Charts
• Vessels & Barrel Generation
• Analysis Types, Areas & Labs
• Bulk Wine Carriers
• Composition Spec's & SOP
• Cellar Operation Types
• Proactive & Reactive
• Processing Multi-Allocations
• Vessel Group Allocation & Stats.
• Dip & Fortification Calculator
• Recording Lab Analysis
• Bulk Despatch & Receival
• Samples Despatch
• Cellar Operations
• Transfer
• Homogenous Blend
• Press
• Adjustment
• Analysis
• Addition (inc. cleaning agents & filters)
• Cost Allocation
• Create Culture
• Reports
• Volume
• Composition
• Addition
• Analysis
• Cost
• Vessel Map
• Tips

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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