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Features

WineScheduler: At a glance

Some of the features in WineScheduler are listed below.

Never miss a production task again

WineScheduler automatically creates a daily worksheet that lets you know what needs to be accomplished each day for production and bottling. This worksheet shows every kit in production that needs to be racked, stabilized, filtered, and customized. It also shows bottling appointments, customers who have been emailed a bottling reminder, or who need a reminder call, and customers that have missed bottling appointments.

As wine kits are made for customers throughout the day, a list will appear showing first to last by customer name. This is helpful if you have a customer queue as you can call the customer by name when the yeast is ready to be poured.

See your daily worksheets up to 10 days in advance so you can schedule staff according to work load.

Date, time and employee interaction is tracked by user and archived so you can look up information on any kit at any time.

Bottling appointments made easy

WineScheduler automatically emails customer appointment reminders and allows customers to rebook on-line. You can customize bottling reminder emails to promote in-store sales.

For customers who prefer to be telephoned, WineScheduler creates a daily call list for you.

Bottling stations can been added as needed (for a minimal monthly fee) and customers can be booked on numerous stations in the same time slot. Our drop down calendar shows all available bottling appointments for multiple stations, which ensures you never double book.

Create a customer agreement in seconds

Winescheduler automatically generates a two-part, one page customer agreement. Part one contains dates needed for racking, stabilizing, filtering and bottling and remains with the kit as it journeys through production. Part two is given to the customer and contains all information required by law. The POS module includes the bottling appointment on the customer invoice.

Easy Reports

Winescheduler gives you insight into totals of in-house kits made daily, monthly and yearly to help with ordering.

You can view reports on tasks completed, filtering, bottling, racking and custom kit steps – up to 10 days in advance.

Manage customers

Manage Customers allows you to add customers, export customer lists, search for customers and view all agreements.

Manage employees

Winescheduler allows you to create an individual login for each employee. When an employee is logged in, WineScheduler tracks the steps taken by each employee as they work through the production process.

Setting store hours and holiday hours

Set specific opening and closing hours on dates and set closed all day for Holidays. Bottling appointments will not show on these days.

Racking

Set how many days each wine kit needs for racking and stabilizing. These settings can be deferred if the S.G. hasn’t been met.  Set how many days you would like stabilizing to be deferred. This setting determines when a kit will be flagged as overdue.

Inventory control

WineScheduler can track your wine and beer kit inventory and alert you when quantities are low.

Peace of mind

Never lose your company information again. Unlike other systems WineScheduler is on-line and is backed up every day!

Security

WineScheduler is encrypted with the latest in security technology that ensures your information is secure. Access WineScheduler from anywhere to get the latest information on your business.

We grow when you do! Upgrade your plan to WineschedulerPOS or WineschedulerPOS+

WineschedulerPOS: Point of Sale and Cash Register

Pitch your manual cash register and go on-line with our POS module. Track sales, invoices, returns, inventory, purchase orders, customer purchase history, gift cards, inventory, and much more!

Daily Sales: The Daily Sales Report records and archives every transaction made each day. You can view daily, monthly and yearly sales reports and review best selling items.

POS Dashboard: A quick up to the minute glance on store sales and best selling items

Sales, Cost & Profit: View your sales cost and profit filtered by day, month, year or by date.

Inventory: Track your inventory and know what your inventory cost is today and what you have in store. Get alerts when specific inventory items are low so you can re-order.

Purchase Orders: Automatically create purchase orders, update, save and email directly to suppliers when complete.

Invoices: Track sales, returns, customer credit, deposits and every invoice created in your store. Invoices can be filtered by day, month year or specific date ranges. Email invoices to customers with the push of a button.

Customer History: Track every purchase made by customers in your store.

Rentals: See which rentals are rented out or in stock. View history of individual rental items.

Gift Cards: Sell and redeem gift cards. Sort gift cards by Active Cards, Redeemed Cards or All cards. View Gift card history and see what is outstanding.

Manage your store sales: Set a time frame for sales for a specific product by date or date range.

Cash Drawer Totals: Use this feature to ensure your daily sales match the cash and debit and credit card sales.

Customer Credit: Add credit to customer accounts with the click of a button. Credit is redeemed quickly and easily on a customers invoice.

Pre-orders: Take pre-orders for kits that are out of stock or for speciality kits that arrive in the future. Take deposits on pre-orders and apply to the customers invoice when the item is in store.

Reports: Easily access reports on your store’s business.

 

WineschedulerPOS+

WineschedulePOS+ includes all features in Winescheduler and WineschedulerPOS…plus..

Timekeeping: keeps track of employee hours. Employees can clock in and clock out. Reports are automatically generated for your approval for payroll.

Customer loyalty program: Set your redemption milestones and choose products to assign points. Reward points are tracked by customer and are easily redeemable on customer invoices.

Bottling Stations: Up to 10 bottling stations are included with WineschedulerPOS+. You can book bottling stations simultaneously so you will never miss an appointment again.

Additional bottling stations

Winescheduler is automatically loaded with 1 bottling station. As your business expands, you can add bottling stations to Winescheduler and WineschedulerPOS.

 

Get your free demo today!

At a glance…

  • Access Winescheduler from Anywhere on Any Type of Device on PC or MAC!
  • Manage Production Easily 
    • Customize production times for individual kits
    • Customize steps for any kit
    • Daily worksheet on racking, stabilizing, clearing and filtering
    • Daily and weekly reports on all processes including kits made by month/year
    • Defer kits to be made
    • Production tags are integrated with invoices
  • Point of Sale
    • Track Invoices
    • Track Payment type
    • Track Float
    • Sell and Redeem Gift Cards
    • Sell and Return Rentals
  • Reports
    • Daily Sales
    • Inventory Value
    • Gift Cards
    • Customer Credit
    • Sales, Cost, Profit
    • Invoices
    • Low Stock Notifications
    • Discontinued items
    • Refunds
    • Rentals
    • Tax
  • Bar code Scanner Enabled
    • Automatically generate, print and scan bar codes for products
  • Inventory
    • Inventory tracking and notification when inventory is low
    • Inventory reports
    • Package bulk items for individual sale
    • Track shop supplies
  • Purchase Orders
    • Automatically manage inventory and and create PO’s
    • Manage items on Back Order
    • Email PO’s  to suppliers
    • Gift Card Tracking by sale and redemption
  • Pre-order and take Deposits for Out of Stock Items
  • Bottling Appointments
    • Book in advance or when the kit is ready
    • Automatically email customers
    • Allow customers to rebook appointments online
    • Reschedule easily
    • Customizable email templates
    • Automatic notification if bottling is not booked or completed
  • Set up and Schedule Specials for Individual Store Items
  • Customers
    • Track all customer history and email to customers when requested
    • Create customer notes
  • Calendar
    • Create bottling appointments
    • Add events to calendar
  • Employees
    • Secure employee login
    • Restrict employee access
    • Track employee work processes
    • Employee punch clock and time tracking
    • Multi-User
  • Customer Loyalty Program  
    • Assign points to inventory
    • Redeem points easily
  • One Monthly Fee Includes Everything!