Winestro.Cloud Handbuch - Benutzerbeiträge [de]

En:Reports

2024-11-11T16:09:22Z

Florian: /* Set Name and Base Statistics */

En:Reports

2024-11-11T16:08:19Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:statistik_icon.png |- |Reports |} With Reports, you can create and save your own custom statistics in just a few steps. This way, you can access the information important to you from the program with just one click. You’ll find thi…“

En:Statistics

2024-11-11T15:55:41Z

Florian:

En:Statistics

2024-11-11T15:49:34Z

Florian: /* Key Performance Indicators (KPI) */

En:Statistics

2024-11-11T15:49:07Z

Florian: /* Key Performance Indicators (KPI) */

En:Statistics

2024-11-11T15:48:06Z

Florian:

En:Statistics

2024-11-11T15:47:11Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:statistik_icon.png |} The Statistics function allows you to perform statistical evaluations in the following forms and areas. Please note that most statistics only consider revenue-generating accounting documents, specifically invoi…“

En:TOP-Logistik

2024-11-11T15:29:39Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:system_icon.png |- |Dokumente |- |Spedition |} We offer you the ability to create the necessary forwarding documents for a range of shipping companies directly from the program. Winestro.Cloud supports you in generating these docume…“

Speditionsscheine

2024-11-11T15:20:42Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:system_icon.png]]
|-
|Dokumente
|-
|Spedition
|}

Wir bieten dir die Möglichkeit aus dem Programm heraus für eine Reihe von Speditionen die entsprechenden Speditionsscheine zu erstellen. Winestro.Cloud unterstützt dich bei der Erstellung der Speditionsscheine indem es alle verfügabren Informationen aus einem Auftrag übernimmt und in den entsprechenden Speditionsschein einpflegt und diese Informationen in das von der jeweiligen Spedition gerforderte Layout überträgt, so dass du die für den Speditionsschein benötigten Angaben bequem in die jeweilige Vorlage eindrucken kannst. Für folgende Speditionen bieten wir entsprechende Vorlagen an: Mecon-Lagerversand, Mecon-Export, Top-Logistik, Nagel, Kühne&Nagel und Hellmann.

== Neuen Schein anlegen ==

Über '''neu[+]''' legst Du einen neuen Speditionsschein an.
Ein Speditionsschein besteht aus einzelnen Positionstexten, die im Formular frei gesetzt werden können. Wenn Du einen neuen Speditionsschein angelegt hast siehst Du eine Übersicht aller bestehenden Positionstexte für diesen Speditionsschein.

== Speditionsschein bearbeiten ==

[[Datei:Speditionsschein_3.png|thumb|right]]
Über den Stift kannst Du einen bestehenden Speditionsschein bearbeiten - auch jene, welche standardmäßig von Winestro.Cloud vorgegeben sind (aktuell Kühne und Nagel, Top-Logistik sowie Hellmann Spedition).
Wenn Du auf den Bearbeiten-Stift klickst oder ein neues Positionstextfeld angelegt hast, kannst Du die Position in mm, die Breite des Feldes in mm und die interne Bezeichnung des Feldes festlegen. Die interne Bezeichnung ist vor allem dann wichtig, wenn der Inhalt des Feldes bei der Erstellung des Speditionsscheins abgefragt wird (s.u.). Der Inhalt des Positionstextfeldes ist entweder ein fester Text (z.B. Ihre Hellmann-Spedition Kundennummer) oder es ist ein Autofeld. Durch das Verwenden von [[Autofelder]]n werden die Speditionsscheine dann im jeweiligen Auftrag etwa mit der korrekten Kundenanschrift oder dem Rechnungsbetrag versehen.

=== Festlegen der Texte ===

'''Für die Festlegung des Inhalts des Positionstextfeldes gibt es drei Möglichkeiten: '''

1. Standardmäßig wird das Feld bei der Erstellung des Speditionsscheins in einem Auftrag nicht abgefragt. Dies ist v.a. dann sinnvoll, wenn es sich um Felder handelt die nicht angepasst werden müssen, z.B. das Feld für Deine Adresse oder die Lieferadresse des Kunden.

2. Wenn Du den Haken „Inhalt des Feldes vor Erstellen des Speditionsscheins abfragen“ aktivierst, wird das Autofeld [platzhalter] in den Positionstext eingefügt. Du erhälst dann im Auftrag ein Textfeld mit der Bezeichnung des Positionstextfeldes und können dort frei einen Inhalt festlegen. Die Formatierung auf der Ausgabe auf dem Pdf sieht so aus, wie das Autofeld [platzhalter] formatiert ist. Soll also alles in fett gedruckt werden, so muss auch [platzhalter] fett markiert sein. Diese Option ist vor allem dann sinnvoll, wenn Du Felder einfügen willst, die jedes Mal unterschiedlich sind, bspw. Abholdatum oder besondere Anmerkungen.

3. Wenn Du die Abfrageoption aktiviert hast, kannst Du auch festlegen ob Winestro.Cloud Dir zu diesem Feld Werte vorschlagen soll. Beispielsweise ist dies sinnvoll, wenn das Auftragsgewicht für ein Feld vorgeschlagen werden soll, Du dieses aber vor der Erstellung noch einmal prüfen willst. Aktiviere dazu den Haken „Wert des Feldes vor der Erstellung vorschlagen“. Trage dann die Autofelder in das nun erscheinende Textfeld ein.

[[Datei:Speditionsschein_4.png|500px]]

== Vorschau ==

Wenn Du ein Feld geändert haben, kannst Du Dir diese Änderung in einer Vorschau anschauen. Für eine größere Vorschau, klicke auf das Druckersymbol. Wie bereits erwähnt, sind die Inhalte der Positionstexte meistens Autofelder, da diese dynamisch für den jeweiligen Auftrag erzeugt werden müssen. Du findest in diesem Handbuch auch eine Übersicht aller in Winestro.Cloud enthaltenen [[Autofelder]].

== Speditionsschein verwenden ==

In jedem Auftrag findest Du die Speditionsscheine in der Dokumentenübersicht. Wähle den passenden Anbieter und die gewünschte Anzahl aus und klicke anschließend auf das Druckersymbol.

== Tipp ==

Schau Dir die bereits bestehenden Speditionsscheine an, um die Vorgehensweise besser zu verstehen.

Falls Dir die Lieferadresse oder Rechnungsadresse nicht angezeigt wird, gehe unter "System - Dokumente - Spedition" auf Deinen Auftrag und füge das Autofeld mit ein. (Beispiel im Bild oberhalb).

En:Booking Calendar

2024-10-22T14:27:02Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:Dienste zimmer.png |- |Zimmer |- |Kalender |} <embedvideo service="youtube" dimensions="350" alignment="right">https://youtu.be/rXCIl-o9w6Q</embedvideo> == Basics == The booking calendar is designed to help you manage bookings quickl…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
|-
|[[Image:Dienste zimmer.png]]
|-
|Zimmer
|-
|Kalender
|}
<embedvideo service="youtube" dimensions="350" alignment="right">https://youtu.be/rXCIl-o9w6Q</embedvideo>

== Basics ==
The booking calendar is designed to help you manage bookings quickly and clearly. Bookings are [[en. orders]] with some special characteristics. Please read the corresponding articles [[en:Rooms & Services]] and [[en:Booking Order]] beforehand.

== Starting the Calendar ==
You can access the booking calendar through a new order and by clicking on the bed icon . Clicking on the icon will automatically open the booking calendar. You can also start the calendar from any existing order by clicking on the bed icon, and the order will automatically be marked as a [[en:Booking Order]].

== Structure and Actions of the Calendar ==
[[Datei:Buchungskalender.PNG|800px|thumb|right|Structure of the Booking Calendar]]

Note: [https://youtu.be/rXCIl-o9w6Q?start=58 click here (YouTube-Video)], if you want to learn more about creating a booking.

Tip: For bookings that span multiple months, first mark the time period, then drag the booking across the month boundary as needed.
Alternatively, use the date input in the item position.

=== Moving a Booking ===
Click on the active booking and drag it to the desired location.

=== Changing the Date Range ===
Click on the right or left edge of the entry and extend or reduce the date range.

=== Changing the Status ===
Click on the desired status in the dropdown menu at the top right:
* Request (grey)
* Reservation (yellow)
* Booking (green)
* Checked-in (blue)
* Checked-out (turquoise)
* Cancelled (orange)
The color of the order (top bar) and the display in the order will change for better clarity.

Note: [https://youtu.be/rXCIl-o9w6Q?start=126 click here (YouTube-Video)],if you want to learn more about updating a booking.

=== Preventing Double Bookings in the Calendar ===
[[Datei:Einstellungen_Zimmerkalender.png|400px|miniatur|Room Calendar Settings]]

In "System - Settings - Display - Room Calendar Settings," you can configure to prevent double bookings. It might also make sense to define check-in and check-out days as half days. You can set both options here.

=== Switching to the Order ===
Click on the order number at the top left of the booking calendar.

=== Switching to the Customer ===
Click on the customer’s name in the colored bar at the top of the booking calendar.

=== Collapsing/Expanding Room Groups ===
Click the minus symbol next to a room group. You can undo this action by clicking the plus symbol again.

== Frequently Asked Questions and Issues ==

=== Room Groups ===
Room groups are item groups containing rooms. You cannot make bookings on room groups.

=== Services Associated with Rooms ===
To ensure that services associated with rooms are always updated to the correct date, all positions are removed and re-entered when a change is made in the calendar. Please be aware of this to avoid data loss. Make individual changes and arrangements only after entering the booking in the calendar. More information can be found in the article [[en:Rooms & Services]].

En:Booking Order

2024-10-21T12:36:54Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:auftrag_icon.png |- |Beliebiger Auftrag |} <embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/rXCIl-o9w6Q</embedvideo> ==Basics== A room order is essentially a regular order with some special features.…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
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|[[Image:auftrag_icon.png]]
|-
|Beliebiger Auftrag
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<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/rXCIl-o9w6Q</embedvideo>
==Basics==
A room order is essentially a regular order with some special features. An order automatically becomes a room order when the booking calendar is opened with this order or when a room item is added to the respective order. Please read the corresponding article on Rooms & Services beforehand [[Zimmer & Leistungen | Zimmer]].

==Adding a Room==
A room can be added either through the booking calendar (recommended) or manually, like a regular item. The associated services will then be automatically entered into the booking with the rates stored in the service.

To access the booking calendar, create a new order for a customer and click the icon. The booking calendar will automatically open, allowing bookings for any period for the customer to be entered. The exact procedure can be found in the entry for the booking calendar.

==Editing Room Bookings==
[[Datei:Artikel Zimmer Auftrag.png|300px|miniatur|Editing options for the room item in the order]]
Click the pencil icon to edit, as you would in a regular order. Here you will see a separate line for the room settings. Please note that you can only change the number of rooms via the date field, as errors may occur if the number of nights does not match the arrival and departure dates. Additionally, the actual number of arriving guests can be recorded.

Note: [https://youtu.be/rXCIl-o9w6Q?start=240 click here (YouTube-Video)],if you want to learn more about room booking.

* Room booking: Here you can change the arrival and departure dates and thus the booking period, as well as the number of people (e.g., if a baby cot is requested).
* 1st line of the receipt: This usually contains the item name.
* 2nd line of the receipt: Can be used for room numbers or additional information.
* Internal notes field: Notes in this field do not appear on printed receipts and/or invoices.
* Price: Price groups (if set) can be selected here – if a checkbox for special price is checked, any amount can be entered in the price field.
* Quantity: This field can only be edited for services. For rooms, please observe the above note.
* Discount: A discount can only be entered here as a percentage.

Please note: Changing the room will automatically adjust the associated services. Any data entered may be lost. Always adjust the room data first and then the service data!

== Settings in the Order ==
In the "Settings" tab, you can disable the designation of the order as a room order. This will ensure that the order no longer appears in the corresponding lists. The checkbox for "Room Booking" is automatically checked as soon as you attach a room to an order.
Additionally, there is an option to change the status. This will automatically adjust in the booking calendar.

==Status of a Booking==
The status can be set in the settings or directly in the [[Buchungskalender]]

Note: [https://youtu.be/rXCIl-o9w6Q?start=126 click here(YouTube-Video)],if you want to learn more about changing the status of a booking.

Status Options:
* Inquiry (gray)
* Reservation (yellow)
* Booking (green)
* Checked In (blue)
* Checked Out (turquoise)
* Canceled (orange)

En:Letter

2024-10-21T12:13:13Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:post_icon.png |- |Briefe |} With Winestro.Cloud, you can easily create and send postal letters to your customers. == Previously Created Letters == First, you will receive an overview of previously created letters. You can modify th…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
|-
|[[Image:post_icon.png]]
|-
|Briefe
|}

With Winestro.Cloud, you can easily create and send postal letters to your customers.

== Previously Created Letters ==
First, you will receive an overview of previously created letters. You can modify them at any time by clicking on the edit icon [[Image.png]] or choose different recipients. Alternatively, instead of creating letters with Winestro.Cloud, you can use this icon to load the recipients of the letter as a .csv data source for Word. An existing letter can also be copied by clicking on this icon [[Image
.png]]. Deleting is, of course, also possible .

== Creating a New Letter ==
To create a new letter, click on the button above the overview list.

[[Datei:Neuer Brief 2022.PNG|700px]] 
You will then automatically be redirected to the new letter.

== Step 1: Select Customers ==
In Step 1, you can choose the customers and customer groups you want to address with the letter. It may also be helpful to perform a [[Selection]] of your customer base beforehand.
Additionally, you can set a subject. First, the subject serves as your own note, and second, you can have the subject printed on the letter in Step 3 (see below).

If you have added yourself or others as [[en:Employees]] in the system, you can also select who created the letter.

== Step 2: Write Content ==
In Step 2, you can write the content of the letter. Winestro.Cloud offers two options for this.
Whichever option you choose, always write only the specific content of the letter in Step 2. All other elements like customer greetings and addresses are set in Step 3.

=== Creating in Winestro.Cloud ===
You can write the content directly in Winestro.Cloud. To do this, click on the button on the right. With this option, you can write simple letters that contain few images or tables.

=== Creating in Microsoft Word ===
If you want more flexibility in design, click on "Write letter in Word." Then, open the downloaded Word letter template and write the content of the letter in Word. Afterward, save the completed letter as a PDF document. To do this, go to "Save As" in Word and select "PDF" as the file type. If you don't have Word 2007 or newer, we recommend installing the free PDF-Creator via the following link: http://de.pdf24.org/.
Then, upload the completed PDF back into Winestro.Cloud.

== Step 3: Make Settings and Print ==
[[Datei:Brief_Schritt_3.PNG|miniatur|Adjust settings for a letter]]

=== Adjust Settings ===
In Step 3, you set the options for this letter on the left side. Most options for automatic fields, such as the advanced address field, return address, and footers, are taken from the system settings (see [[Dokumente und Ausgaben festlegen]]).
Customer-specific data, such as the customer greeting and address, are pulled from the respective customer file.
You can also insert more automatic fields, like the date or folding marks.

The choice of fonts is limited due to the PDF creation program. However, you should find both serif and sans-serif fonts that fit nicely into your design.
Additionally, you can adjust line spacing and set the margins for the document content.

You can also choose letterhead as a background for your letter, which you previously uploaded in the [[Briefpapier]] section.

If you have made any settings that you would like to keep for all future letters, enable the "Set these settings as default for future letters" checkbox at the top left.

=== Output and Print the Letter ===

On the right side of Step 3, you can print the entire letter.
At the top, you'll see this icon to preview the letter.
On this page, you will also find two printer icons [[Image:edit_print.png]]:

1. The top printer generates a PDF document for all recipients specified in Step 1, optionally split into groups of 100 recipients each. This allows you to work more continuously and with shorter waiting times. Example: A PDF with 100 pages is generated faster than one with 2000 pages and can already be sent to the printer in the meantime. You can then create the next 100-page PDF, and so on. 

There is an option, via a checkbox, to exclude all recipients from Step 1 who have an '''email address and consent to the newsletter marketing channel''' in their customer file when generating the PDF. If certain recipients are not excluded here, check the customer file for the email address and marketing consent.

2. The bottom printer icon does not create a letter but rather a new email with all recipients from the letter recipient list who have an email address and have consented to receiving the newsletter.

Hier ist die englische Übersetzung des letzten Teils:

Our recommendation for the combined use of these options is explained again in the example below.
 
Example: You create a new letter for a customer group that contains 500 customers. You want to save on postage by sending an email instead of a letter to customers who have an email address and have agreed to receive the newsletter. After creating the letter for all customers, you check the box for "Only to customers without email" and click the first printer icon. A document with 180 letters will be generated. So, of the 500 customers, 180 do not have an email address or have not agreed to receive the newsletter. Now, you want to send an email to the remaining 320 customers. To do this, press the second printer icon. The program will automatically create a new email with the 320 recipients.

Before using Winestro.Cloud's email features, it is recommended to thoroughly read the [[Email]] and [[Newsletter]] sections. Alternatively, you can contact us to book a newsletter training session.

== Frequently Asked Questions ==
=== Font Looks Different ===
''"I noticed that the formatting in a customer letter is inconsistent. The address field and greeting, which are automatically generated, look different from the text I inserted."''

We use a program called LaTeX to set the automatic fields. It uses slightly different fonts than Word. Particularly in the PDF, this difference might look large, but it is mainly a display issue in the PDF. However, once you print the letter, you’ll see that the difference is hardly noticeable.

=== My Letter Looks Strange After Printing ===
''"When I generate a letter as a PDF, the text appears distorted or in hieroglyphs."''

Please refer to this entry: [[Dokumente sehen nach dem Druck unscharf bzw. undeutlich aus.]]

=== A Blank Page is Attached ===
''"Unfortunately, after generating a letter, a second page is always displayed in the preview and printed, even though everything fits on one page. I’ve already reduced the font size, but the second page still appears and is printed."''

Because the content of the letter just barely fits on one page, LaTeX — the program that generates the PDF documents — assumes a second page might be needed. Unfortunately, this cannot be prevented. However, what you can do (in addition to changing the font size) is reduce the page margins, which should remove the second page.

=== You Can Only See the Letter, Not the Letterhead! ===
You’ve probably uploaded your own PDF, and the background image will only work if the uploaded PDF has the appropriate transparency. You can think of it as printing the uploaded text on a transparent sheet that is then placed over a piece of paper. If the sheet is printed with white, you won’t see anything.

There are several ways to fix this:

# You can create a PDF with a transparent background (this is more advanced and difficult to explain here).
# If you still have the letterhead template in Word or another program, you can create the letter directly there, or insert the letterhead PDF into the [https://praxistipps.chip.de/pdf-in-word-einfuegen-so-gehts_9748 Hintergrund].
# Use the letterhead as is and write the letter directly in the program.

== Video Tutorial ==
We’ve created a video on this topic that explains letters in Winestro.Cloud in more detail.
<embedvideo service="youtube" dimensions="350" >https://www.youtube.com/watch?v=EGkmJp5ekOc</embedvideo>

Artikelfotos

2024-10-16T12:47:53Z

Florian:

Artikelfotos können entweder selbst, über einen Fotografen oder über unsere [[Produktfotos]] als Winestro-Service mit direkter, konformer Einspielung bezogen werden. Dieser Artikel gibt ein paar best-Practice Beispiele für den Umgang mit Produktfotos. Siehe auch Weinbilder, Wein-Bilder, Wein-Fotos, Flaschen-Bilder, Flaschen-Fotos, Artikelbild, Artikelfotos, Artikel-Bild

== Produktfotos in das Programm laden ==
[[Datei:Bilder.png | miniatur | right]]
Produktfotos werden in der [[Artikelkarteikarte]] im Bereich "Bild" in das Programm geladen. Jedes Produkt sollte immer ein Foto der ganzen Flasche besitzten. Die anderen Bild-Arten sind optional. Hier kann nochmal gesondert ein Scan / Foto des Etiketts und zwei Bilder mit Zusatzinformationen hinterlegt werden.

== Bildspezifikationen ==
Erlaubte Formate:

* jpeg
* gif
* png
* Maximal 5 MB Dateigröße

=== Bildverarbeitung ===
Bilder werden automatisch vom System in mehreren Schritten verarbeitet. Als erstes werden die Bilder in 4 Auflösungsstufen bereitgestellt:

# Thumbnail mit 100px an der langen Seite
# Kleines Bild mit 150px an der langen Seite
# Webshop-Vorschaubild mit 400px an der langen Seite
# Großes Bild mit 1920px an der langen Seite und maximal 1080px an der schmalen Seite

Beim Bildupload solltest Du daher ein Format mit 1920px an der langen Seite wählen, damit die Bilder im größten Format nicht neuberechnet werden. Größere Bildformate werden automatisch auf 1920px an der langen Seite herunter gerechnet. Eine Neuberechnung der Komprimierung im Fall von Jpeg oder Png findet idR. nicht statt.

=== Zu kleine Bilder ===
Zu kleine Bilder werden vom System auf die größeren Formate hoch extrapoliert. Dabei können schwere Bildstörungen und Artefakte auftreten.

Ein Bild sollte mindestens 1920px an der Langen Kante besitzten!

== Bildverarbeitung in Winestro.Shop ==
[[Datei:neuronal.png | miniatur | right | Bildweiterverarbeitung in der Winestro.Shop PLattform]]
Winestro.Shop stellt die Bilder in einem ersten Schritt im vom Weingut hochgeladenen Format bereit. Innerhalb weniger Stunden bis Tage werden aber alle Bild-Stufen (S.o.) im Webp-Format neu berechnet. Dieses Format arbeitet relativ verlustfrei, spart aber bis zu 90% Platz ein. Da nicht jedes Gerät mit diesem Grafikformat bisher arbeiten kann und die Bereitstellung teilweise komplex ist, bieten wir aber noch keinen Upload dafür an. Du kannst einfach die klassischen Bild-Formate dazu nutzen. Die Bilder kannst Du nach der Bereitstellung auch gerne aus Winestro.Shop zur Nutzung in eigenen Shops ziehen.

=== Cropping ===
Winestro.Shop verarbeitet die Bilder in einem zweiten Schritt, indem die Beschnittzugaben um die Flaschen entfernt werden.

=== Labeling ===
In einem dritten Schritt wird das Etikett auf der Flasche identifiziert und ebenfalls freigestellt. Etiketten werden den Kunden automatisch in der mobilen Variante und beim Scrollen in Weinen angezeigt, da hier die Infos besser zu erkennen sind.

=== Bewertung ===
Unsere neuronalen Netze bewerten abschließend jedes Bild:

# Ist der Hintergrund neutral oder noch besser freigestellt?
# Ist die Flasche in einem guten Winkel aufgenommen?
# Steht die Flasche gerade?
# Ist die Auflösung ausreichend groß bis maximal?
# Ist die Beleuchtung ausreichend?
# Sind Kontrast und Bildschärfe in Ordnung?
# Ist ein Cropping und Labeling möglich?

Auf dieser Basis werden Bilder in 4 Klassen unterteilt. Je besser Ihre Bild-Klasse, desto besser der Rang Deines Weines (neben anderen Faktoren - Siehe [[Winestro.Shop]]) in Winestro.Shop.

== Hinweise / Tipps zu Produktfotos ==
<gallery>
Datei:beispielfoto.png | Beispiel für Ausrichtung einer Einzelflasche und Beschnittzugabe (freigestellt)
Datei:Beispielflasche2.png | So sieht das mit einer Weinflasche fotografiert durch das Winestro-Team aus
Datei:vform.png | Sehr gut für Sortiumente : V-Form (beliebig eweiterbar durch engeres Stellen)
Datei:Sortimente.png | Alternative, gute Anordnungs-Konzepte für Sortimente
Datei:Negativ.png | Negativbeispiele mit Textfelder, versetzten Flaschen oder Hintergründen - das sollte vermieden werden!
</gallery>

Im Folgenden haben wir einige Punkte zu guten Produktfotos aus unserer Erfahrung für Dich aufgesammelt:

# Bilder sollten am besten freigestellt sein (falls nicht möglich vor weißem Hintergrund).
# Das Bild sollte immer auf die Produktgrenzen (mit leichtem Abstand) beschnitten sein.
# Das Etikett sollte gut lesbar sein (auf Spiegelungen achten, GGf. Matt-Spray beim Fotografieren nutzen!)
# Die Kamera sollte sich auf Höhe des oberen Etikett-Rands befinden und die Flasche frontal aufnehmen.
# Das Foto sollte ausreichend aber nicht zu stark belichtet sein.
# Achten auf ein scharfes Bild und ausreichenden Kontrast (Ggf. Polarisationsfilder nutzen).
# Glanzkanten sind Geschmackssache, sie sollten aber das Etikett lesbar lassen und ggf. am besten kurz darüber enden.
# Verzichte auf Hintergründe oder andere Objekte (Label / Kordeln) im Bild - es behindert die automatisierte Verarbeitung.
# Bildformate mit Komprimierungsverfahren (z.B: Jpeg) sollten nah an die 5 Mb eingestellt werden (ca. 90% Qualität Jpeg)

Wenn Du einen Referenzrahmen für gute Bilder benötigst, schaue ggf. [https://www.winestro.shop/suche.php?sonstiges=Wei%C3%9Fwein hier in Winestro], da die Bilder bereits idR. bewertet wurden.

=== Hinweise für Sortimente / Weinpakete ===

Unsere Analyse-Netze können Bilder von Weinpaketen (noch) nicht sehr gut erkennen und automatisiert verarbeiten. Der Prozess wird aber von Monat zu Monat besser. Daher solltest Du Dich hier insbesondere an die Vorgaben halten um ein gutes Ranking zu erzielen.

# Beachte, dass auch hier das Bild-Ausgangsformat eher dem Hochformat entspricht, damit ein einheitliches Bild im Shop entsteht.
# Die V-Form (eine Flasche vorne und dann nach hinten und oben weg gehen) hat sich als sehr praktisch für Webshops erwiesen.
# Verzichte auf andere Elemente als Flaschen. Wenn Du Beigaben oder besondere Kartons haben, lade die Bilder extra hoch (s.o. "Besonderheit").
# Achte auch hier auf wenig Beschnittzugabe und einen transparenten Hintergrund.
# Sortimentsfotos können auch aus Flaschen-Bildern zusammengestellt werden. (z.B. via [https://www.canva.com/ Canva] mit Bild-Freisteller sehr praktisch).

== Noch keine oder zu alte Produktfotos? ==
Wir erstellen Dir günstige Fotos und laden sie direkt für Dich ins Programm zum richtigen Wein. Du musst nur ein Paket abschicken und Deine Fotos sind online.

Alle Infos hier: [[Produktfotos]]

En:Cellar

2024-10-16T12:08:49Z

Florian:

<embedvideo service="youtube" dimensions="450" alignment="right" >https://youtu.be/bhludGJkI1A</embedvideo>

The Winestro.Cloud cellar is extensive yet easy to manage. You can use it either in a basic version as a "Cellar Auxiliary Book" or work with the Official Approval of the program, using the digital cellar as a full replacement for your paper-based cellar book. In this form, your digital cellar book in Winestro.Cloud is also recognized by your local wine authority.

'''WARNING:'''
To avoid misunderstandings and before you begin transitioning to the officially approved version: All cellar, materials, and harvest books created in the non-approved version will be deleted!
For more information, go to System - Account - Approval.

Below is a brief overview of the features available in the Winestro.Cloud cellar module (starting from the basic package).

== Why "Digitize" the Cellar? ==

* Increased efficiency
* Better document management
* Cost savings
* Real-time monitoring
* Mobility & flexibility
* Data analysis & reporting
* Data security & transparency

== Wine Book ==
The wine Book in Winestro.Cloud works similarly to the paper-based wine ledger you're used to. However, at the beginning, you'll need to set up Materials, Process, Containers, and Product Groups. All these components are required to create wine book entries, which are recorded in the corresponding wine Ledger. Bulk bookings are also available with the batch booking feature.

== Harvest Book ==
The management of the Harvest Book will also seem familiar to you. Here, you can create your annual basis for the wine book management.

== Pomace Book ==
The Pomace book is also included in Winestro.Cloud’s cellar module. Here, you can accurately document the quantity and disposal of your pomace.

== Cellar Training ==
On our YouTube channel, we have compiled all videos related to the cellar in a dedicated playlist
<embedvideo service="youtube" dimensions="450" alignment="left">https://www.youtube.com/watch?v=qr5de37AdU8&list=PLfxKFibH5vGOx6p8RSeDYKWR6345xfu45&index=6</embedvideo>

En:Cellar

2024-10-16T12:08:02Z

Florian: Die Seite wurde neu angelegt: „<embedvideo service="youtube" dimensions="450" alignment="right" >https://youtu.be/bhludGJkI1A</embedvideo> The Winestro.Cloud cellar is extensive yet easy to manage. You can use it either in a basic version as a "Cellar Auxiliary Book" or work with the officially approved version of the program, using the digital cellar as a full replacement for your paper-based cellar book. In this form, your digital cellar book in Winestro.Cloud…“

<embedvideo service="youtube" dimensions="450" alignment="right" >https://youtu.be/bhludGJkI1A</embedvideo>

The Winestro.Cloud cellar is extensive yet easy to manage. You can use it either in a basic version as a "Cellar Auxiliary Book" or work with the [[Official Approval|officially approved version]] of the program, using the digital cellar as a full replacement for your paper-based cellar book. In this form, your digital cellar book in Winestro.Cloud is also recognized by your local wine authority.

'''WARNING:'''
To avoid misunderstandings and before you begin transitioning to the officially approved version: All cellar, materials, and harvest books created in the non-approved version will be deleted!
For more information, go to System - Account - Approval.

Below is a brief overview of the features available in the Winestro.Cloud cellar module (starting from the basic package).

== Why "Digitize" the Cellar? ==

* Increased efficiency
* Better document management
* Cost savings
* Real-time monitoring
* Mobility & flexibility
* Data analysis & reporting
* Data security & transparency

== Wine Book ==
The wine Book in Winestro.Cloud works similarly to the paper-based wine ledger you're used to. However, at the beginning, you'll need to set up Materials, Process, Containers, and Product Groups. All these components are required to create wine book entries, which are recorded in the corresponding wine Ledger. Bulk bookings are also available with the batch booking feature.

== Harvest Book ==
The management of the Harvest Book will also seem familiar to you. Here, you can create your annual basis for the wine book management.

== Pomace Book ==
The Pomace book is also included in Winestro.Cloud’s cellar module. Here, you can accurately document the quantity and disposal of your pomace.

== Cellar Training ==
On our YouTube channel, we have compiled all videos related to the cellar in a dedicated playlist: Training Playlist.
<embedvideo service="youtube" dimensions="450" alignment="left">https://www.youtube.com/watch?v=qr5de37AdU8&list=PLfxKFibH5vGOx6p8RSeDYKWR6345xfu45&index=6</embedvideo>

En:Rooms & Services

2024-10-16T11:28:11Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
|-
|[[Image:Dienste_zimmer.png]]
|[[Image:Zimmer_leistungen.png]]
|-
|
|}
<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/Bo6OR7wbvqE</embedvideo>

== Basics ==
The Room Management is an add-on module in Winestro.Cloud. You can add this to your existing package for €15/month.

Note: [https://youtu.be/Bo6OR7wbvqE?start=60 click here(YouTube-Video)],if you want to learn more about service lists.

== Creating and Managing Rooms and Services ==
[[Datei:Artikeltyp.png|200px|miniatur| Select item type when creating an item]]
Rooms are created like regular items. In the item’s edit screen, you can select the item type (item, room, service). The first document line can be used to name the room during creation, and the second document line can include additional details, such as the room number.

'''Services''' are also created as items. These include things like room cleaning or breakfast.

== Occupancies, Arrivals, Departures ==
For an occupancy list, or an arrivals or departures list, follow the path "Services - Rooms - Services" and select the relevant option from the menu. Set the desired date using the date selection tool on the right.

== Service Lists ==
[[Datei:Leistungsliste neu.png|400px|thumb|Service list with four recorded services]]
Every service marked for a list during assignment can be selected for the desired reference date. Please note that it may depend on factors such as arrival, departure, or every x number of days, whether a service is listed.

Note : [https://youtu.be/Bo6OR7wbvqE?start=117 click here (YouTube-Video)] if you want to learn more about viewing & printing current lists.

== Additional List Options ==
For complex searches, or searches by customer data, order number, or customer number, please use the regular list view (order and customer list). Here, you can adjust the list using the selection menu to display booking Orders.

En:Rooms & Services

2024-10-16T11:28:00Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:Dienste_zimmer.png |Image:Zimmer_leistungen.png |- | |} <embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/Bo6OR7wbvqE</embedvideo> == Basics == The Room Management is an add-on module in Winestro…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So finden Sie diese Seite:'''
|-
|[[Image:Dienste_zimmer.png]]
|[[Image:Zimmer_leistungen.png]]
|-
|
|}
<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/Bo6OR7wbvqE</embedvideo>

== Basics ==
The Room Management is an add-on module in Winestro.Cloud. You can add this to your existing package for €15/month.

Note: [https://youtu.be/Bo6OR7wbvqE?start=60 click here(YouTube-Video)],if you want to learn more about service lists.

== Creating and Managing Rooms and Services ==
[[Datei:Artikeltyp.png|200px|miniatur| Select item type when creating an item]]
Rooms are created like regular items. In the item’s edit screen, you can select the item type (item, room, service). The first document line can be used to name the room during creation, and the second document line can include additional details, such as the room number.

'''Services''' are also created as items. These include things like room cleaning or breakfast.

== Occupancies, Arrivals, Departures ==
For an occupancy list, or an arrivals or departures list, follow the path "Services - Rooms - Services" and select the relevant option from the menu. Set the desired date using the date selection tool on the right.

== Service Lists ==
[[Datei:Leistungsliste neu.png|400px|thumb|Service list with four recorded services]]
Every service marked for a list during assignment can be selected for the desired reference date. Please note that it may depend on factors such as arrival, departure, or every x number of days, whether a service is listed.

Note : [https://youtu.be/Bo6OR7wbvqE?start=117 click here (YouTube-Video)] if you want to learn more about viewing & printing current lists.

== Additional List Options ==
For complex searches, or searches by customer data, order number, or customer number, please use the regular list view (order and customer list). Here, you can adjust the list using the selection menu to display booking Orders.

En:Doublette

2024-10-16T10:59:26Z

Florian:

{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Kunden_big.png]]
|-
|-
|Dublette
|}
[[Datei:Dubletten.png|miniatur|check on doublettes]]

The Duplicate Function allows you to specifically search for duplicate entries in your customer database.

== The Search Function ==
For duplicate searches, some criteria are preselected, which we recommend: first name, last name, postal code, street, house number, and email. You can adjust your search by checking or unchecking the boxes. To start the search, simply click on '''Check'''.

If duplicates are found, you can mark one of the duplicate entries as a Zombie Record. To do so, click on .

If you want to save the conversation notes of the customer you are marking as a zombie record and transfer them to the other customer’s file, make sure to link both customer files. To do this, click on in the customer file of the customer who will remain, and link the customer files as described here.

 

== Duplicate Warning When Creating a New Customer ==
When a new customer is created and their address matches the address of an existing customer, the automatic address verification warns you of a potential duplicate.

En:Doublette

2024-10-16T10:56:22Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:Kunden_big.png |- |- |Dublette |} [[Datei:Dubletten.png|miniatur|check on doublettes] The Duplicate Function allows you to specifically search for duplicate entries in your customer database. == The Search Function == For duplicate…“

{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Kunden_big.png]]
|-
|-
|Dublette
|}
[[Datei:Dubletten.png|miniatur|check on doublettes]

The Duplicate Function allows you to specifically search for duplicate entries in your customer database.

== The Search Function ==
For duplicate searches, some criteria are preselected, which we recommend: first name, last name, postal code, street, house number, and email. You can adjust your search by checking or unchecking the boxes. To start the search, simply click on '''Check'''.

If duplicates are found, you can mark one of the duplicate entries as a Zombie Record. To do so, click on .

If you want to save the conversation notes of the customer you are marking as a zombie record and transfer them to the other customer’s file, make sure to link both customer files. To do this, click on in the customer file of the customer who will remain, and link the customer files as described here.

 

== Duplicate Warning When Creating a New Customer ==
When a new customer is created and their address matches the address of an existing customer, the automatic address verification warns you of a potential duplicate.

En:Customer-Relations

2024-10-16T10:51:25Z

Florian:

En:Customer-Relations

2024-10-16T10:50:42Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:Kunde_icon.png |- | Beziehungen |} <embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/Ty7cN095nQc</embedvideo> ==Customer Relationships== They serve to represent relationships and affiliations of cust…“

En:Data-Transfer

2024-10-14T12:07:40Z

Florian:

We place great importance on ensuring that your business operations are not interrupted when switching to Winestro.Cloud. Therefore, we typically import data from your legacy system within 24 hours upon scheduling. This means that you can continue working in Winestro.Cloud the following day, while still being able to access your legacy software. This ensures a smooth transition without stress.

= Importing Data by Yourself =
This article is solely about paid data imports, performed as custom work by the Winestro team. You can import data into the system yourself at many points, free of charge. For more information, read the following articles:

* [https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren Import customer data]
* [[Kundenkarteikarte#Lieferadresse_hinzuf.C3.BCgen |Mass import of delivery addresses]]
* [[Weinimport | Import products]]
* [[CSS-Import | Import orders from the CSS cash register]]
* [[Einbauhilfe_Webmaster#Offene_XML_Schnittstelle | Import orders via XML interface]]

=Process of Data Transfer by the Winestro Team=
With the data transfer, we can import the items listed below into Winestro.Cloud, provided that they are also represented in Winestro.Cloud. This means that only fields that exist in both programs can be transferred.

'''Important:'''
- Functionalities such as reports, statistics, etc., are never transferred.
- Only fields/data that are present in both programs can be transferred.
- By using the transferred data, you approve the transfer.
- Once approved, the transfer cannot be repeated and can only be slightly corrected, if necessary.
- Cellar books / wine account sheets can never be transferred.
- Record cards with processing steps can also never be transferred.

==Data Transfer Without Process Verification==
[[Datei:Datenuebernahme.PNG | miniatur | right]]
A standard data transfer proceeds very smoothly for you:
* Start by working with our sample data in Winestro.Cloud to get familiar with the program.
* If you're convinced by Winestro, enter your billing address and bank details under System - Account and accept the ADV contract on the homepage.
* Schedule a date with us when you can pause the data collection or office work for 12-24 hours.
* Plan some time the next day to possibly add or adjust data.
* Decide whether you and your team would like to be trained before the transfer or on the first day after the transfer, and book a training session if needed.
* Have one of our employees set up a remote connection to your computer via remote support/AnyDesk at the scheduled time.
* The employee creates a backup of your data and transfers it to us. This appointment takes about 15 minutes. Afterwards, you can focus on other tasks.
* Using the data backup, your data will be transferred to your existing Winestro account — your login credentials remain the same. Please wait for the transfer approval, which will be sent by email.
* Check the transfer. Issues or errors can be corrected immediately.
* From now on, process new orders only in Winestro.

==Data Transfer with Process Review==
[[Datei:Datenuebernahme_Prozess.PNG | miniatur | right]]
A data transfer with process review is always worthwhile if you have a large business with many sales and marketing channels or if several businesses need to be linked and interact with each other. If you have multiple employees who handle different tasks within the business, a process review can also be beneficial, helping to avoid challenges and specific needs that may only become apparent in daily operations. If you're unsure whether a process review makes sense, consult with our customer advisors during the transition phase. This way, you can help us understand the processes in your business, and we can show you how to map them effectively in Winestro.

If you decide to undergo a data transfer with process review, it will proceed as follows:
* Start by working with our sample data to familiarize yourself with the system.
* If you're convinced by Winestro, enter your billing address and bank details under '''System - Account''' and accept the ADV contract on the homepage.
* Schedule a date with us for your first data transfer, and continue working with your current system.
* Grant access to one of our employees remotely via AnyDesk at the agreed time.
* The employee will create a data copy and transfer it to us. This process takes about 15 minutes. Afterward, you can focus on other tasks.
* We will import the data into Winestro. You now have '''up to 6 weeks to review the processes''' with your data copy in Winestro.
* Report any issues with the '''data transfer promptly''', so we can resolve them before the final data transfer.
* After 3 weeks, a check-up meeting with a Winestro employee will take place. You will provide feedback on any changes in the program. We will either address them as part of the Worry-Free Package or create an offer for specific customizations for your business.
* Together, we will find a date for the final data transfer, where you can pause data collection or office work for '''12-24 hours.'''
* Plan some time the following day to possibly add or adjust data.
* Decide if we should train you and your team before or on the first day after the transfer, and book a training session if needed.
* Grant access to one of our employees remotely via AnyDesk at the agreed time.
* The employee will create a data copy and transfer it to us. This process takes about 15 minutes. Afterward, you can focus on other tasks.
* Using the data backup, your data will be transferred to your existing Winestro account — your login credentials remain the same. Please wait for the transfer approval, which will be sent by email.
* '''All previously entered data will be deleted and replaced with your new data copy.'''
* '''System settings you have made during the test phase can be retained upon request.'''
* Review the transfer together with a Winestro employee.
* From now on, process new orders only in Winestro.

= Supported Programs =

== Wine Software ==

We can now transfer data from many programs related to wine production. The following legacy programs from the wine industry are supported:

* Apys
* Commendo
* Euro-Sales Vino
* Magnum
* Oenovin
* ProVino
* SK O&W
* Vinou
* VP
* Wein2000
* Weinhelp
* Weinmann
* Winitas

Data Transfers are Always Based on the Current Version of the Legacy Software
If you are using an older version of the software, this may lead to additional effort. In this case, please arrange an appointment for data review.

== Other Office Software ==
We can also import data from office management solutions.

* GS-Auftrag
* Lexware
* Veritas
* Depending on how your data is formatted, we can also import any table format, such as Excel/CSV, etc. Just ask us!

Upon request (depending on the program), we can also import multiple lists and files and merge them into Winestro.Cloud.

= Transferred Data =

From the programs listed above, we can transfer:

* Customers
* Customer Groups
* Items
* Prices
* Invoice history from the last 3-5 years.

== Overview ==

{| class="wikitable" style="border: 1px dotted #666; "
|'''program'''|| '''customer''' || '''customer groups''' || '''Representative & Commission.'''|| '''items & prices'''|| '''tours''' || '''invoices''' || '''delivery adress'''|| '''Contact Person''' || '''Meeting Notes''' || '''Assortments''' || '''Warehouse / Inventory'''
|-
|Weinmann|| ✅ || ✅ || ✅ || ✅ || || ✅ || ✅ || ✅ || || ✅|| ✅
|-
|-
|Vinou|| ✅ || ✅ || ✅ || ✅ ||✅ || ✅ || ✅ || ✅ || || ✅||
|-
|-
|Winitas|| ✅ || ✅ || ✅ || ✅ ||✅ || ✅ || ✅ || ✅ || ✅ ||✅ ||
|-
|Weinhelp || ✅ || ✅ || ✅ || ✅ || ✅|| ✅ || ✅ || ✅|| ✅ ||✅||
|-
|Magnum|| ✅ || ✅ || ✅ || ✅ || ✅|| ✅ || ✅|| ✅ || ✅ || ✅||✅
|-
|Oenovin|| ✅ || ✅ || ✅ || ✅ || ||✅ || ✅|| ✅|| ✅ ||||
|-
|VP ||✅ || ✅ || ✅ || ✅ || ✅|| ✅|| ✅ || ✅|| ✅|| ✅|| ✅
|-
|ProVino ||✅ || ✅ || ✅ || ✅ || ✅|| ✅||||||||||
|-
|Wein2000||✅ || ✅ || ✅ || ✅ || ✅|| ✅||||||||||
|-
|GS-Auftrag||✅ || || || || || ||||||||||
|-
|Lexware || ✅ || || || || || ||||||||||
|-
|Veritas ||✅ || || || || || ||||||||||
|-
|EuroSales||✅ || ✅ || || ✅ || || ✅|| ✅ || ✅|| || ||
|-
|Commendo ||✅ || ✅ || ✅ || ✅ || || ✅|| ✅ || ✅|| ✅|| ✅||
|-
|SK O&W||✅ || ✅ || || ✅ || || ✅|| ✅ || ✅|| || ||
|}

= Common Questions and Issues =

During the data transfer, the mapping of your old system's data into Winestro.Cloud must be converted. This cannot be done without adjustments.
We try to keep these adjustments as small as possible, with the goal of ensuring a smooth start to your new routine with Winestro.Cloud. However, it is not always without friction. We want to present the most common issues in this article so you can be prepared. Please read the general instructions and the specific notes for your old software.

==General Notes==

* We cannot guarantee that the overall sales report in Winestro will match the sales reports from your old system 100% after the data transfer. For example, cancellations or some cash register orders will not be transferred.
* All invoices that are transferred ''will be marked as invalid'' because we can no longer issue them as originals. Therefore, the document history is only useful for your internal statistics — do not send these invoices to the tax office or to your customers.
* The prices for all items may not always be transferred correctly. To ensure that the final amounts on the invoices match, a "sum correction" item will be added to the invoices, which adjusts the final amount in Winestro to match the amount from your old system.
* All bottle wine books in Winestro.Cloud prior to the data transfer will be ''invalid'' upon inspection. You must submit these from your old system up until the transition date, and after that, from Winestro. Therefore, only the correct starting stock on the day of the data transfer is important.
* Since we can only transfer part of the documents, it is impossible to transfer a complete stock history. Stocks will be adjusted with corresponding correction entries — dated on the day of the data transfer. Transaction lists after the date of data transfer will be accurate, but those before that date are only based on the transfer and may be erroneous. For example: If you want to report sales for the year 2022 and you switched to Winestro.Cloud on April 20, 2022, you should extract a sales list from your old system until April 19, 2022, and another one from Winestro after April 20. Both lists together will give you the full picture.
* Only the stock on the specific date can be transferred, but no stock history that matches the reality. Ignore the number at the bottling; it only applies to items that were not created in Winestro.Cloud. The display of the so-called "bottling" is usually incorrect after a data transfer.
* All orders ''will be marked as paid'' after the transfer. Please complete the payment receipt control for older invoices in your old system.
* Do not clean up your data before the transfer. Winestro offers many functions for cleaning up — use these after the data transfer.
* Remember that any changes you made between the transfer of data and the release of the data transfer in your old system must first be updated in Winestro.
* The transfer of cask wine accounts is generally not possible. You must manually enter these in Winestro after the transfer. Remember that if you activate the official approval, all cask wine accounts must be deleted in Winestro. Therefore, it is advisable to activate the official approval before doing this task.
* If you have created parcel labels with us before the switch, we will need to delete the list of previous parcel labels. You will receive this list as an Excel file from us to verify the billing.
* Transaction lists (e.g., sales lists) that span across the date of the data transfer are not usable. Use your old system for these lists until the date of the data transfer, and use Winestro data from the date of the transfer onward.
* Transaction lists before the date of the transfer may be inaccurate. For example, if you use an assortment/sampling package where you occasionally exchange the included items, only the current composition of the assortment can be retrieved in the database at the time of the data transfer and applied to every sale of the assortment. As a result, a 2021 wine may appear on an invoice from 2019. Stocks will be corrected accordingly, but transactions will remain skewed.

* Often, companies have multiple clients. We can generally transfer multiple clients. Each client will receive a separate account, and we will transfer the data from each client into its respective account. However, this will not work if you want to synchronize customers or items between accounts in Winestro.Cloud. In this case, only the history from one client can be transferred.

==Weinmann==
#Reservations will not be transferred.
#Prices in Weinmann always have a limited validity period. This is not mapped in Winestro, so only the prices valid on the day of the data transfer will be transferred.
#All canceled invoices will not be transferred. Gaps in the invoice number sequence in the old invoices will be unavoidable.
#In Weinmann, it is possible to enter a delivery address for an order without permanently storing that address as a delivery address for the customer. All addresses to which a customer has had something delivered will be stored as a delivery address in the customer record.
# Payment methods may not be correctly transferred 1:1. To allow for easy reassignment after the data transfer, customer groups will be created for each payment method during the transfer.
# Weinmann does not correctly store customer data in separate fields, so we cannot reliably distinguish between company name, first name, or last name during the transfer. We will transfer the address so that you can immediately create invoices and letters. However, if you use parcel labels through us, you may need to manually adjust the addresses.

==Winitas==

* Winitas does not correctly store customer data in separate fields. Therefore, we cannot reliably distinguish between company name, first name, or last name during the transfer. We will transfer the address so that you can immediately create invoices and letters. However, if you obtain parcel labels through us, you may need to manually adjust the addresses.

==Magnum==
* Magnum does not correctly store customer data in separate fields. Therefore, we cannot reliably distinguish between company name, first name, or salutation during the transfer. We will transfer the address so that you can immediately create invoices and letters. However, if you obtain parcel labels through us, you may need to manually adjust the addresses.

* The item representation in Magnum is significantly different from that in Winestro. Since in Winestro an item number must be unique, we will extend these numbers during the transfer from Magnum. After the transfer, your item numbers will follow the schema: item number-package number-sequence number. You can assign new item numbers directly after the transfer. If you have set up 2 packaging units and 2 sequences behind an item number in Magnum, this results in 4 items in Winestro for each item in Magnum — each packaging unit and sequence becomes a separate item.

* ''The discount calculation'' in Magnum differs significantly from that in Winestro. Therefore, in many of the transferred invoices, you will find a correction entry to adjust the invoice to the correct final amount.

* Reservations will not be transferred.

* '''Before the transfer of the files for the data migration, you must post all recorded invoices so that the correct stock can be transferred.'''

==Vinou==
* Vinou does not correctly store delivery addresses in separate fields. Therefore, during the transfer, we cannot reliably distinguish between company name, first name, or last name. We will transfer the address so that you can immediately create invoices and letters. However, if you obtain parcel labels through us, you may need to manually adjust the addresses.

* The '''item''' representation in Vinou is significantly different from that in Winestro. Since in Winestro an item number must be unique, we will extend these numbers during the transfer from Vinou. After the transfer, your item numbers will follow the schema: item number+1; item number+2, etc. You can assign new item numbers directly after the transfer.

* The discount calculation in Vinou differs from that in Winestro. Therefore, you will find a correction entry in many of the transferred invoices that adjusts the invoice to the correct final amount.
* The data exports from Vinou only contain price list assignments for customers and standard item prices. After the import, you must manually enter the prices for items under all deviating price lists in Winestro.

==Weinhelp==

* There are cases where '''invoice numbers were assigned twice.''' In this case, we will assign a new unused invoice number during the import.

* Weinhelp updates stocks only after a "batch booking". Please perform this immediately before the data transfer to us.

* '''Reservation orders''' will not be transferred. Please enter these again in Winestro.

* '''Cash discount information''' may not be correctly assigned to customers. Depending on how your payment terms are defined in Weinhelp, you may need to re-enter the cash discount values for your customers.

* Customer selections will not be transferred.

* Customer birthdays cannot be transferred (text field in Weinhelp - date field in Winestro).

==VinoPro==
* Cash register orders will not be transferred.
* In VinoPro, you can set the invoice number arbitrarily each year. This may cause issues with the calculation of the next invoice number in Winestro. For example, if in 2020 you started with invoice number 20200001 and used 20201234 as the last invoice number; then set the start invoice number for 2021 as 210001, Winestro will interpret the next available invoice number as 20201235 (it simply looks for the highest number used so far and adds 1). If this applies to you, please notify us before the data transfer.
* If multiple items with the same item number exist in your item master, they will be created in Winestro with item number+1, item number+2, etc.
* Volume discounts (e.g., 1% discount above €500) will not be transferred and must be manually adjusted using customer selection.

==ProVino==
* All customers are initially assigned the standard price list. If you wish to assign other price lists, you can do so quickly and easily after the data transfer using the customer selection in Winestro.

==Apys==
Data migration from Apys to Winestro is only possible in conjunction with process validation. Between the first and second data transfers, time must be allocated for adjusting the import script, both by Winestro and the winery. We especially need a direct contact person during this time to discuss and check the different mapping paths.

# Apys' discount functions differ significantly from Winestro's. It is not possible to transfer all variations from Apys. For each import, an individual import script must be created and closely coordinated with a developer.
## In Winestro, a customer can have multiple price lists but only one pricing tier. Customers in Apys who had multiple pricing tiers will need to be manually adjusted after the data transfer through customer selection.
# Invoices will be adjusted to the correct total amount via a discount entry.
# Items from Apys that have "equipment" associated with them will appear in Winestro as multiple items with a similar item number. Only the equipment items that had a positive stock in Apys at the time of the database copy will be transferred to Winestro.

==Wein2000==
* In Wein2000, customers and items can be permanently deleted. If there is an invoice for a deleted customer or an item in the invoices to be imported, the invoice/item will be assigned to a so-called "DEFAULT" customer or item.

==Oenowin==
* Oenowin unfortunately does not store the values for company name, first name, and last name separately. Therefore, these details can only be transferred into the "company" field. You can immediately create invoices and letters using this data. If you wish to buy parcel labels from our system, we recommend manually assigning the correct fields.

* All orders from Oenowin with an invoice number will be transferred as old invoices. The order status (order, invoice, etc.) will not be considered.

==SK O&W==
No special notes yet.

==Commendo==
No special notes yet.

==Euro-Sales Vino==
The importer is still in the testing phase; results may require several review rounds.

Suppliers are transferred as customers with the appropriate marker, and search terms are placed in the "search name" field.

==What if I want to make changes?==
If you notice any issues, we will gladly fix them promptly. Please note that by starting with the software, you accept the data as "in order". Contact us for errors or problems before you begin productive work in the program. The starting point is the creation of the second invoice after the data transfer.
We recommend booking a start service for the day after the data transfer — please schedule an appointment with us in advance.

==Costs==
The data migration is charged as a flat rate. Since the effort involved in both standardized solutions and subsequent verification cannot be predicted, we have defined three levels so that you can better calculate the costs for a transfer and avoid any unexpected costs in case of problems. You can find the current pricing in our price list.

https://www.winestro.cloud/preise.php

En:Data maintenance after data transfer

2024-10-14T11:23:22Z

Florian: Die Seite wurde neu angelegt: „As part of a complex, multi-stage data import, it is necessary to maintain and, if necessary, correct the imported data afterward. During the last data import, we will reset your Winestro account and import the data from your legacy system again. In this process, data and settings that may be lost during the parallel use of Winestro and your legacy system need to be checked and validated once the new data has been imported. To help you perform these dat…“

As part of a complex, multi-stage data import, it is necessary to maintain and, if necessary, correct the imported data afterward.

During the last data import, we will reset your Winestro account and import the data from your legacy system again. In this process, data and settings that may be lost during the parallel use of Winestro and your legacy system need to be checked and validated once the new data has been imported.

To help you perform these data maintenance tasks efficiently, we have created the following checklist. It is intended to serve as a guide so that you can secure all relevant information before the data import and swiftly complete the data maintenance process after the import.

You can also improve your data with the Data Cleaner using AI-driven tools.

=Data Maintenance Checklist=

===Modifications to Orders and Stock===
*The article stock may need to be adjusted after the data import (depending on system settings).
*Orders that were received starting from the morning of the final data import must be manually entered into Winestro.
*Unused stock locations (Inventory Management) and price lists (Price Group) can be deleted after data maintenance.
*Settings for quantity discounts will be lost. Make sure to save this information by taking a screenshot of the settings before the data import.
*The billing between clients (Inter-client Billing) must be reconfigured.
*Predefined order selections (e.g., for reminders or tour planning) must be recreated.

===Modifications to Articles===
*Address, assortment, and additional articles will be deleted. It is best to save these as screenshots as well.
*The deposit account must be recreated.
*Discount, commission, and cash discount locks (Locks) must be re-applied.
*Reservations may need to be re-entered.
*Article groups and product groups need to be checked and possibly manually maintained or restructured using article selections.
*Old or out-of-stock articles may reappear as available articles in the system. After data import, these articles can be filtered and processed in bulk using an article selection.
*If there are still article or customer data in a separate external database, these must be transferred after the data import. Use the import template from the customer and article list.

===Modifications to Customers===

*Commissions and commission recipients must be newly set up.
*Export agents need to be linked.
*Inactive customers (dead records) can be marked as active again. After data import, these affected customers can be filtered and processed in bulk using a customer selection.
*Customer groups must be checked and possibly updated. After data import, affected customer types can be filtered and processed in bulk using customer selections.
*Payment methods (price group, payment method, discounts, payment terms, cash discount, quantity discounts, customer type/taxation) may need to be updated after data import, either individually or in bulk using selections.
*Advertising channels (e.g., consent for email receipt) may need to be re-activated. After data import, you can automatically reactivate the status in bulk using a customer selection.
*Customer-specific document texts will be lost. Make sure to save the relevant information in a Word document or similar.
*Staff access and rights must be re-created and maintained.

===Modifications in the Cash Register Module===

*Cash register settings will not be carried over.
*This also affects assortment articles in the register, e.g., glassware for serving.

===Modifications to Statistics, Key Figures & Reports===

*Pre-configured reports and statistics will not be carried over. It’s best to save the settings using a screenshot.

===Modifications to the Accounting Interface (FiBu)===

*Settings in the FiBu interface, such as already defined revenue accounts and general settings, will not be carried over. Make sure to save this information with a screenshot before the data import.

===Modifications to E-Mail===

*E-mail templates that were already set up in Winestro.Cloud will be lost during the data import. Save these email templates in a Word document or similar format before the import.
*E-mail signatures will be lost. Save these as HTML code in a Word document or similar format.

En:Connections of Accounts

2024-10-14T10:53:16Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:System_icon.png |- |Konto |- |Verknüpfungen |} If you use Winestro.Cloud with multiple accounts, you can connect them for free. This allows you to quickly and easily switch between your various businesses while working with the sof…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:System_icon.png]]
|-
|Konto
|-
|Verknüpfungen
|}

If you use Winestro.Cloud with multiple accounts, you can connect them for free. This allows you to quickly and easily switch between your various businesses while working with the software. You can manage multiple locations, such as a winery, a guesthouse, and/or a wine shop, all from one system. There are several options available for this.

== Setting Up the Connection ==
To set up the connection, you need to know the email and password of the other account and enter them under System - Account - Connections. Once done, the other account will appear in the list of connected accounts.

=== Permissions ===
[[Datei:Verknüpfung.png|400px|thumb|right|Mandanten verknüpfen]]

You can choose from five modes:
1. Both accounts can switch into each other.
2. Only Account A can switch into Account B.
3. Only Account B can switch into Account A.
''Note: If you select this option, only the other account can edit this connection.''
4. No business can switch into the other.
5. Allow switching only with a staff access (not by admin access).

Mode 4 is designed for businesses that don’t belong to a corporate group but cooperate closely and both use Winestro.Cloud. This setting maintains data privacy between businesses while still allowing things like inter-business invoicing.

=== Switching Between Businesses ===
[[Datei:Wechseln.png|300px|thumb|right|Mandanten wechseln]]

After setting up the connection, you can see the other business and its customer number by clicking on the house icon at the top left. Clicking on this will allow you to switch to that business, as long as your permission settings allow it.

===TIP===
To see at a glance which account/business you are currently working in, you can also set a different background image for each account (System - Settings - Display).

=== Opening Multiple Accounts in Parallel ===
The Firefox plugin "Multi-Account Containers" allows you to have multiple Winestro.Cloud accounts open in one browser at the same time.[[Browser#Bearbeiten mehrerer Container / Umgebungen|Bearbeiten mehrerer Container / Umgebungen]] or [https://addons.mozilla.org/de/firefox/addon/multi-account-containers/ Firefox Einstellungen]

== Setting Up Customer or Article Synchronization ==
In linked accounts, you can configure synchronization so that both customer and article data are kept up to date across accounts. This means you only need to maintain your customers or articles once. Changes will automatically be reflected in the other account(s).

If you are interested in this feature, please contact us via the help forum and provide all involved client numbers. There are no additional costs for synchronizing data. If we need to assist with setup, we may charge for the effort. Once the feature is enabled by our team, you can start the synchronization setup under ''System - Account - Connections.''

===Prerequisites===
# You have the login credentials (email and password) for all involved clients.
# The WineOnline team has enabled this feature for you.
# There is data present in no more than one account.
# General Understanding:
## One account will be the "Primary." Data may already exist in this account at the time of setup. Technically, the data from this account is transferred to the Secondary.
## Any other account must be a "Secondary." Secondary accounts receive updated versions of data from the Primary.

===Steps for Setting Up Customer/Article Synchronization===
# Log in to the empty account, which will become the Secondary account.
# Clear Data:
## Customer synchronization: Delete price groups.
## Article synchronization: Possibly delete article groups.
# Open System - Account - Connections.
# First, set up a connection using the credentials of the future Primary account.
# Next, select Customer Master Synchronization or Article Master Synchronization, and input the Primary credentials to send a request.
# Switch to the Primary account and open System - Account - Connections.
# You’ll see the request from the Secondary. Enter the Secondary credentials to confirm.
# Synchronization is now active.
# Switch back to the Secondary account using the account link, clicking on “with data synchronization”. The switch may take a few seconds.
# Done

Note: Once synchronization is established, it cannot be undone. Changing the Primary/Secondary relationship afterward is not possible. A request can only be sent to a Primary account if no data is present.

Note: Before synchronization can take place, all relevant data in the Secondary account must be cleared. This means you may need to leave the sample winery or reset the system to factory settings. If you are only transferring customers but offer different articles across businesses, it’s important to first set up synchronization and then maintain the other data afterward.

== Customer Master Synchronization ==
[[Datei:Kundenstammsynchronisation1.png|400px|thumb|right|Kundenstammsynchronisation]]

If you want to maintain only one customer base for your accounts, Winestro.Cloud allows you to synchronize your customer base across your other accounts. If you want customer synchronization, please contact us via the help forum.
The following tables are synchronized during customer synchronization:
* Customers
* Delivery addresses
* Contacts
* Price categories

Each account has its own customer groups and prices, but synchronized price lists. Consent for advertising channels applies to all accounts. Any changes made to customer data, delivery addresses, contacts, or price lists in one account will immediately affect all linked accounts.

===Synchronizing Customer Groups and Group Assignments(optional)===
During the setup of customer master synchronization, you can also opt to synchronize customer groups and their assignment.

=== FAQs ===
* Commission recipients and customer groups are not synchronized!
This is intentional so that you can make exceptions here. This setup was implemented upon request, as changes in synchronized clients often needed to be possible.

* Earlier, customer data could only be edited in one account!
This restriction was lifted with the update in 11/2021. Since then, any account can edit customer data.

== Article Master Synchronization ==
[[Datei:Artikelstammsynchronisation.png|400px|thumb|right|Artikelstammsynchronisation]]

Article synchronization works similarly to customer synchronization. You can choose one of your accounts as the Primary. In this account, you can manage article data as usual. The other account will be the Secondary, where you cannot create new articles and can only edit certain fields:

* Share of self-production
* Production costs
* Accounting (FiBu) data for articles
* Warning threshold for inventory
* Forecast on how long the item will be in stock
* Which warehouse the article should be sold from primarily
* Supplier
* Producer
* Whether the stock can be oversold
* Whether the article is included in client billing
* Whether the article should be considered in an inventory for that account

This means the above fields are not transferred to the Secondary account.

Setting up article synchronization cannot be undone. It can only be activated if the Secondary database is still empty. If you have already added articles to the Secondary, we can only offer this setup as a custom task.

===FAQs===

* Stock levels are not synchronized!
While this might seem odd at first, it's correct. The stock information must remain tied to the respective client. If stock levels were synchronized, this information would be lost.

* Prices are not synchronized!
This is also intentional. Synchronizing prices would force you to sell articles at the same price across all accounts. Special prices for different purposes (e.g., wholesale, export) would not be possible.

En:Template-Winery

2024-10-14T10:26:08Z

Florian: Die Seite wurde neu angelegt: „After you have created a test account for Winestro.Cloud, you automatically start in the ''"Sample Winery"''. In this ''"Sample Winery"'', all the data is already available for you to explore and try out everything in the program. Once you’ve tested everything in the software and feel comfortable using Winestro.Cloud, you’re ready to get started with Winestro.Cloud. '''But note that switching to a new ERP software is a top management priority and no…“

After you have created a test account for Winestro.Cloud, you automatically start in the ''"Sample Winery"''. In this ''"Sample Winery"'', all the data is already available for you to explore and try out everything in the program. Once you’ve tested everything in the software and feel comfortable using Winestro.Cloud, you’re ready to get started with Winestro.Cloud.

'''But note that switching to a new ERP software is a top management priority and not just a side project. Every employee who will be working with the program should thoroughly engage with it to ensure a smooth transition.'''

==Getting Started with the Program==
To start with Winestro.Cloud, you must first leave the Sample Winery under ''System - Backup'' by resetting the [https://www.winestro.wiki/index.php?title=Sicherung#System_auf_Werkszustand_setzen System auf den Werkszustand zurücksetzt]. There are two different options for this:
*'''Keep settings''' >> All data is deleted except for ''System - Settings'' and ''System - Documents.''
*'''Reset everything''' >> All data, including settings under ''System - Settings'' and ''System - Documents'', is deleted.
 
Now there are several options for switching to Winestro.Cloud, depending on your old business structure:

=== ''"I don’t have any data that needs to be transferred"'' ===
In this case, it is sufficient to leave the Sample Winery, enter your account details, go through your settings overview and set up documents and expenses, and then input your customers/items (including stock). This option offers the most flexibility, as no data transfer will take place that you need to adjust to. Once you are ready, you can start independently.

=== ''"I only have a few customers and items that need to be transferred"'' ===
In this case, you can carry out the data transfer yourself using a self-import. [https://www.winestro.wiki/index.php?title=Daten%C3%BCbernahme#Einspielen_von_Daten_durch_Sie_selbst Hier] you can see how to import data (such as customers or items) into the program. Be sure to leave the Sample Winery before starting the self-import. Also, make sure to enter your account details and review the overview of all settings and documents. This option is also flexible, as no data transfer will constrain you. Once you’re ready, you can begin independently.

=== ''"I have a lot of data like customers, items, stocks, orders, etc., that needs to be transferred"'' ===
Check out the [https://www.winestro.wiki/index.php?title=Daten%C3%BCbernahme#Daten%C3%BCbernahme_ohne_Prozesspr%C3%BCfung Datenübernahme ohne Prozessprüfung].

=== ''"Before I really start with Winestro.Cloud, I want to thoroughly review and test my data"'' ===
Check out the [https://www.winestro.wiki/index.php?title=Daten%C3%BCbernahme#Daten%C3%BCbernahme_mit_Prozess%C3%BCberpr%C3%BCfung Datenübernahme mit Prozessprüfung].

==Frequently Asked Questions==
===Can I keep my data after the test?===
'''By resetting to the factory settings, all previously entered data is deleted (except for settings and documents, if you choose to keep them).'''

En:Activate program & billing of Winestro

2024-10-14T10:06:56Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:System_icon.png |- |Konto |} Under ''System - Account - Invoice'', you can find all payment options for your Winestro.Cloud account. Once all information is entered, the program automatically switches to the full version and is full…“

En:Lock

2024-10-14T09:35:41Z

Florian: Die Seite wurde neu angelegt: „ See also: Blocking Commission, Blocking Discounts, Blocking Cash Discount, Non-eligible for Cash Discount, Non-eligible for Commission, Non-eligible for Discount, Prevent Discounts, Prevent Commissions, Prevent Cash Discounts, No Cash Discount, No Discount, No Commission == What are Blocks? == With blocks, you can prevent certain items in a specific Price Group from receiving a discount, commission, or being eligible for a cash discount. Blocks are a…“

See also: Blocking Commission, Blocking Discounts, Blocking Cash Discount, Non-eligible for Cash Discount, Non-eligible for Commission, Non-eligible for Discount, Prevent Discounts, Prevent Commissions, Prevent Cash Discounts, No Cash Discount, No Discount, No Commission
== What are Blocks? ==
With blocks, you can prevent certain items in a specific [[Price Group]] from receiving a discount, commission, or being eligible for a cash discount. Blocks are available '''from the Complete Package'''.

== Activating Blocks ==
Since not all users need blocks, they are hidden by default. You can enable them under System / Settings / Orders.

== Applying Blocks ==
[[Datei:Sperren.png|300px|miniatur|Blocking in the Article Card]]
Blocks are always tied to a price in a price group. Therefore, once activated, you can apply them in the article card.

== Effects ==
=== Cash Discount Block ===
When activated, the cash discount for the item is prevented, and a corresponding notice will appear in the payment information.

=== Discount Block ===
For each position in the order, it can be decided individually whether the overall discount should apply to this item or not. If not, the item will be excluded from the discount and a corresponding note will be printed.

Example: If you are working with a standard shipping item or have set up an item for packaging and shipping, the discount block is a helpful function, as discounts are generally not granted on shipping costs. To prevent shipping costs from being accidentally discounted, you can apply a discount block to these items.

=== Commission Block ===
Blocked items will not be considered for commission claims.

== Notes ==
Blocks are always applied through a price group in the order. If you want to change a block on a case-by-case basis, you can do so by editing the order position with the pencil icon.

En:Wine-tasting

2024-10-14T09:13:47Z

Florian: /* Invoicing and Properly Recording the Tasting */

En:Wine-tasting

2024-10-14T09:13:01Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:auftrag_icon.png |- |Beliebiger Auftrag |- |Dokumente |- |Probenliste drucken |} A sample list, or wine tasting list, can help you quickly and easily organize a wine tasting and encourages active participation from the taster. The g…“

En:Expertises

2024-10-14T08:59:22Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:artikel_icon.png]]
|-
|Artikel
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| Artikelkarteikare
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Expert reports for wines can be created fully automatically and saved as a PDF. This feature is available starting from the complete package. With the Paperless Operation Package, which is included from the premium package onward or can be added monthly, the expert reports can also be made visible externally as a QR code or link.

==Creation==
[[Datei:Briefpapier in Expertise hinterlegen.png|300px|miniatur|Include letterhead in expert report]]
Before creating the report, you should fill in all the wine's details accurately and add an image.
Then, click on the expert report icon (see above) in the Article Card. Here, you can choose a Letterhead as a background and select from various layouts. The fields are pre-filled from the wine card. Uncheck the boxes for any fields you don’t want to use.

[[Datei:Auszug Expertisenmaske.png|300px|miniatur|Excerpt of the Settings for Expert Reports]]

=== Data Reference ===
Fields are filled in and checked if they contain a value in the wine data. You can find these values in the edit mode of the article card, as well as in Nuances, Pairings, and Awards in the top "Data / Tags" section of the article card.

== QR Codes ==
If you have a Winestro.Cloud Private Shop or your wine is listed on Winestro.Shop, you can add a QR code that links to the shop page of the wine. It is also possible to include EAN codes.

== QR Code / Link to the Expert Report ==
If you have subscribed to the "Paperless Operation" package, you can check the box "Save in File Manager." The expert report will then be stored in the File Manager (floppy disk icon). In the "Image" tab of the article card, you can generate a QR code. You will also see the direct link (for use in emails, etc.).

== Expert Reports in the Webshop ==
From version 14.0 onwards, expert reports can also be easily linked in the Private Shop. The prerequisite for linking expert reports is the use of the Paperless Operation package. To link an expert report, it must be saved in the File Manager. When creating the expert report, it will automatically be linked in the shop.

== E-Labels ==
[[Datei:E-Label in Expertise.png|250px|miniatur|Display E-Label on the Expert Report]]
With the upcoming obligation to display nutritional values, it is now possible to show the QR code of the E-Label generated in the article card on an expert report.

En:Expertises

2024-10-14T08:53:14Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:artikel_icon.png |- |Artikel |- | Artikelkarteikare |- | |}“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:artikel_icon.png]]
|-
|Artikel
|-
| Artikelkarteikare
|-
| 
|}

En:Article import

2024-10-14T08:46:21Z

Florian:

<embedvideo service="youtube" dimensions="350" alignment="right" >https://www.youtube.com/watch?v=PmhDhr99d-0</embedvideo>

[[Datei:Artikelimport1.png|2^400px|thumb|right|The article import at a glance]]

With the article import tool, you have the option to import your articles and inventory (e.g., from an old program) and integrate them into the system. To do this, click on the icon under '''Articles - Article List.'''

 

==Import Articles==

[[Datei:Importer.png|400px|thumb|right|Adjust the file, upload, and verify]]

[[Datei:Datei importieren .png|400px|thumb|right|Assign data and start the import]]

'''If you're starting fresh with Winestro, make sure to clear the account of our sample data before importing. To do this, go to 'System Backup' and reset the system to its factory settings. You can keep any system settings you’ve already made. Afterward, you’ll be working with an empty account without customers, articles, or orders, and you can begin uploading your own data.'''

To simplify the import process, we've created a CSV template that you can download by clicking on "CSV-Vorlage" Now adjust your existing article list to match this template so that all fields are correctly integrated into the system. Once your article list has been fully formatted to match the template, upload the finalized CSV file to Winestro.Cloud by clicking on "Datei" under "Durchsuchen" and selecting the appropriate file. In the next step, review the file (Klick auf Datei prüfen ), which will open a new window. The file can only be checked by Winestro.Cloud if it is correctly formatted. If there are any formatting errors, they will be displayed. It’s necessary to correct these errors to ensure that all data ends up in the right fields. Additionally, you have the option to assign a price group to each price. Once you’ve corrected all errors and assigned prices to price groups, start the import (click on Import starten).

Below, we’ve listed some important notes and tips that you should review before starting the import of your articles.

==Important Notes on the Import==
[[File.PNG|miniature|Save in the correct CSV format. (Step via "Tools" is optional!)]]

* First, create a manual backup. In case something goes wrong, you can easily restore the previous state of the article list in the program without having to manually remove all incorrectly created articles.

* Please use MS Excel for this process - OpenOffice is not suitable for editing and saving in the correct format.

* Notes on the Excel file: The first row is ignored during import, and the labels from the template file can be kept to help with orientation.

* Do not delete any columns from the template document because during the import, Winestro.Cloud matches the information stored in a particular cell with the corresponding field in the article database. Therefore, the uploaded article list must match the template format exactly, otherwise, columns may be assigned to the wrong fields.

* Note that the template file contains example values and data. Delete these and replace them with your own article data.

* Fields can be left blank if no data is available.

* In the field Artikelnummer , you should enter the internally assigned article number. We recommend using 4 digits. Also, note that an article number can only be assigned once. Here, we’ve summarized what to consider when assigning article numbers.

* Follow the instructions in the template file. Starting from row 9, we specify the format in which the data should be entered (e.g., free text, decimal number, integer, etc.). After entering all your article data, delete these instructions before uploading and importing.

* Once you’ve filled out the template file and are ready for import, you must save the Excel file in the correct CSV format. Make sure the file format is '''CSV UTF-8''' (comma delimited). To do this, in Excel, go to ''File - Save As.'' Ensure that the format is set to '''CSV UTF-8''' (comma delimited) and save the file (see screenshot to the right - test steps 1-2 first, and if needed, proceed with the other steps).

==Frequently Asked Questions==
===Can I also import my own files?===
Yes, you can import your own files, but in step 2, the program might not automatically assign the columns. You will need to manually tell the program which columns should be assigned to which fields.

===Do I need to maintain the number or order of columns?===
No, you are free to modify the number and order of columns, but we highly recommend including the wine number and article description.

===I only want to import partial data (e.g., analysis values)===
If you receive lab data from your wine lab, you can easily match this data. Create a list with column headers for the lab data. Important: The list must include a column with the wine numbers (article numbers). If a wine number (article number) matches one in Winestro, the fields will be overwritten with the import of your dat

En:Article import

2024-10-14T08:38:52Z

Florian: Die Seite wurde neu angelegt: „<embedvideo service="youtube" dimensions="350" alignment="right" >https://www.youtube.com/watch?v=PmhDhr99d-0</embedvideo> The article import at a glance With the article import tool, you have the option to import your articles and inventory (e.g., from an old program) and integrate them into the system. To do this, click on the icon under <i class="fas fa-file-import navFont nb fa-2x" style="color:#064C7…“

En:Partner-Shops

2024-10-11T13:04:04Z

Florian: Die Seite wurde neu angelegt: „ Visualization of interfaces (Prices as of 12.08.21, the current price list applies) There are so many shop systems on the market that unfortunately we cannot offer a custom-developed interface for every system. The best experience when selling wine in conjunction with Winestro.cloud is with the Private Shop. However, we also offer an open interface for all interested pa…“

[[Datei:Generelle einbaumethoden.PNG | thumb | right | frame | Visualization of interfaces (Prices as of 12.08.21, the current price list applies)]]

There are so many shop systems on the market that unfortunately we cannot offer a custom-developed interface for every system. The best experience when selling wine in conjunction with Winestro.cloud is with the [[Private Shop | Private Shop]]. However, we also offer an open interface for all interested parties, and some agencies have connected common shop systems to it. Here you can find more information on shop connections by agencies, external parties, or partners. In addition to the interfaces, we also offer the possibility of Shop Imports, where files can be uploaded into Winestro.Cloud to transfer data semi-automatically.

== Shopware ==

Together with our partner [https://www.connectivisten.de/ Connectivisten], a Shopware webshop can also be connected to Winestro.cloud. You can find more information on pricing in our [https://www.Winestro.cloud/weinbau-blog.php?id_blog_post=193 Blog].

===What can the interface do?===
* Transfer of product information (images, text, product details, etc.)
* Transfer of stock levels
* Export/Import of orders from the shop into Winestro.cloud

===How does the connection work?===

You can find all the requirements for the plugin in the [https://store.shopware.com/de/cnnct90022917533m/winestro.cloud.html Shopware Store]. In principle, the plugin is designed for direct use, so installation alone may be sufficient to establish communication with Winestro.Cloud. For additional requirements, you can contact our [https://www.connectivisten.de/ partner] directly. Custom work may be possible.

Before placing the order, please check if your Shopware shop or your server meets the requirements. If not, you can either adjust your server or shop to meet the plugin's requirements or potentially switch to another shop system.

# '''For the activation at Winestro.cloud''', please contact us in our help forum. Request the activation of the webshop interface and the activation of the Shopware API there. Both can be processed quickly by the Winestro.cloud team.
# Create a new webshop under '''Order / Webshops / Private Shop.'''
# After activation, you will find the necessary connection data under '''Order / Webshops / Private Shop''', at the bottom right under "Approval."
# The shop has its own price list. Enter the prices and upload images for the products, along with all legally required information (alcohol content, liter, weight, etc.)

===What does the interface cost?===
All pricing information can be found in our [https://www.Winestro.cloud/weinbau-blog.php?id_blog_post=193 blog post].

===Shopify===
The interface was developed by our partner [https://www.formrausch.com/ Formrausch] from Koblenz.

===What can the interface do?===
* Export/Import of orders from the shop into Winestro.cloud

Note: This is not an automatic synchronization between systems.
Master data must be actively transferred to the shop, and orders must be actively imported.
Automatic synchronization is only possible from a higher o

===How does the connection work?===
# Formrausch has developed a plugin for the internal Shopify shop that must be installed. You can find the app in the Shopify Store.
# For any questions or installation assistance, contact [https://www.formrausch.com/ Formrausch] directly if needed.
# For activation at Winestro.cloud, please contact us in our help forum.
# Request the activation of the webshop interface and the activation of the Shopify API. Both can be processed quickly by the Winestro.cloud team.
# Create a new webshop under '''Order / Webshops / Private Shop.'''
# After activation, you will find the necessary connection data under '''Order / Webshops / Private Shop''', at the bottom right under "Approval."

===What does the interface cost?===
More information can be found in our [https://www.Winestro.cloud/weinbau-blog.php?id_blog_post=204 blog post].

===Gambio===
Gambio can be connected directly through us, depending on the system. Afterward, orders can be transmitted directly to WBO. For this, we need FTP access to your server. All orders will then be automatically transmitted every 15 minutes. Setup is done based on effort and costs around €800.

===Connect Your Own Shop===
You can connect a custom solution via the [[WBO API]].

En:Shop-Imports

2024-10-11T12:45:03Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:auftrag_icon.png]]
|-
|Shop/Importe
|-
|Datei-Import
|}

With the file import, export files from various online stores can be imported into Winestro.Cloud. This is often more cost-effective than a fully automated interface, as the development is a one-time process and generally does not require constant adjustments or maintenance. However, imports are always created only at the given time. This means that any changes made by the shop provider may result in paid adjustments.

== Strato ==
The import option supports exports from Strato shops.

=== Exporting XML Files in Strato ===
You can find more information here: https://www.strato.de/faq/webshop/wie-kann-ich-daten-in-meinen-webshop-importieren-bzw-exportieren/#Export

== WIX Shops ==
The import option supports exports from WIX shops.

En:Shop-Imports

2024-10-11T12:44:37Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:auftrag_icon.png |- |Shop/Importe |- |Datei-Import |} With the file import, export files from various online stores can be imported into Winestro.Cloud. This is often more cost-effective than a fully automated interface, as the deve…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:auftrag_icon.png]]
|-
|Shop/Importe
|-
|Datei-Import
|}

With the file import, export files from various online stores can be imported into Winestro.Cloud. This is often more cost-effective than a fully automated interface, as the development is a one-time process and generally does not require constant adjustments or maintenance. However, imports are always created only at the given time. This means that any changes made by the shop provider may result in paid adjustments.

== Strato ==
The import option supports exports from Strato shops.

=== Exporting XML Files in Strato ===
You can find more information here: https://www.strato.de/faq/webshop/wie-kann-ich-daten-in-meinen-webshop-importieren-bzw-exportieren/#Export

== WIX Shops == The import option supports exports from WIX shops.

En:Classified ads

2024-10-11T12:31:49Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Dienste_icon.png]]
|}
 

== Benefits of Classified Ads ==

The classified ads are read daily by hundreds of Winestro.Cloud users directly on the homepage. These wineries were also the first to post ads, providing the initial foundation. Additionally, new and interesting ads are promoted on social networks such as Facebook and Instagram to attract even more interested parties.

== Viewing Ads ==

By clicking on "Services," you will be taken to the classified ads overview page. All active ads are displayed here and can be filtered as needed. Filtering can be done by ad type (All, Requests, Offers, Commercial) or by content type (e.g., Jobs, Machinery, etc.). In the overview, you can also use the free text search to look for specific content.

[[Datei:Kleinanzeige.png|miniatur|new classifieds]]

== Post a New Ad ==

Simply click on "Services" and then on "New Ad." Here, you can enter the relevant information and upload images. With just a few clicks, you've created your own classified ad.
You can either post an "I offer..." ad (if you want to sell something) or an "I am looking for..." ad (if you are searching for something specific).
After creating the ad, you will receive an email with an activation and deletion link to activate the ad or remove it if needed. Once you've clicked the activation link, the only thing left is the confirmation from the Winestro.Cloud team, and your ad will be visible to several hundred wineries.

== Ads in the Team Package ==

To provide a wide range of offers in the classified ads and reach as many users as possible, you can post your own ads and benefit from others’ ads even with our free Team Package [https://www.weinbau-online.de/preise.php].

En:Classified ads

2024-10-11T12:28:52Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:Dienste_icon.png |} == Benefits of Classified Ads == The classified ads are read daily by hundreds of Winestro.Cloud users directly on the homepage. These wineries were also the first to post ads, providing the initial foundat…“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Dienste_icon.png]]
|}
 

== Benefits of Classified Ads ==

The classified ads are read daily by hundreds of Winestro.Cloud users directly on the homepage. These wineries were also the first to post ads, providing the initial foundation. Additionally, new and interesting ads are promoted on social networks such as Facebook and Instagram to attract even more interested parties.

== Viewing Ads ==

By clicking on "Services," you will be taken to the classified ads overview page. All active ads are displayed here and can be filtered as needed. Filtering can be done by ad type (All, Requests, Offers, Commercial) or by content type (e.g., Jobs, Machinery, etc.). In the overview, you can also use the free text search to look for specific content.

[[Datei:Kleinanzeige.png|miniatur|Neue Kleinanzeige]]

== Post a New Ad ==

Simply click on "Services" and then on "New Ad." Here, you can enter the relevant information and upload images. With just a few clicks, you've created your own classified ad.
You can either post an "I offer..." ad (if you want to sell something) or an "I am looking for..." ad (if you are searching for something specific).
After creating the ad, you will receive an email with an activation and deletion link to activate the ad or remove it if needed. Once you've clicked the activation link, the only thing left is the confirmation from the Winestro.Cloud team, and your ad will be visible to several hundred wineries.

== Ads in the Team Package ==

To provide a wide range of offers in the classified ads and reach as many users as possible, you can post your own ads and benefit from others’ ads even with our free Team Package [https://www.weinbau-online.de/preise.php].

En:Product Photos

2024-10-11T12:17:24Z

Florian:

En:Product Photos

2024-10-11T11:45:49Z

En:Main Menue

2024-10-07T13:21:51Z

Florian: Die Seite wurde neu angelegt: „== The menu bar == Through the main menu, you can access the different components of Winestro.Cloud with just a few clicks. The menu bar is located at the top of the page. As soon as you hover over one of the menu icons with your mouse, an additional drop-down menu appears, showing the respective subcategories of the topic area. == Breakdown of the Menu Bar == Datei:Hauptmenue 180924.jpg Listing of System Areas (Icons from Left to Right): *'''Ho…“

== The menu bar ==

Through the main menu, you can access the different components of Winestro.Cloud with just a few clicks. The menu bar is located at the top of the page. As soon as you hover over one of the menu icons with your mouse, an additional drop-down menu appears, showing the respective subcategories of the topic area.

== Breakdown of the Menu Bar ==

[[Datei:Hauptmenue 180924.jpg]]

Listing of System Areas (Icons from Left to Right):

*'''Homepage:''' By clicking on the small house icon, you are directed to the homepage of your account. Below the house icon, you will see the customer number of your Winestro.Cloud account. Once you have linked multiple clients and hover over the icon with your mouse, a dropdown menu appears under the house icon, allowing you to easily switch between the different clients.
*'''Customer:''' Here, you can view and edit all information about your customers. Additionally, in this section, you can find your customer list, customer files, customer selection, your customer groups, and the commissions.
*'''Item:''' In this area, you can view and edit items, as well as create new items and manage their stocks. You will also find various groupings of your items and all your reservations.
*'''Order:''' The order section is the most comprehensive part of Winestro.Cloud. Here, you can view and edit all [en:orders], order documents, and cash flows of your business. You can also manage your linked webshop here. The small red "1" (see image) indicates that a webshop order has been received.
*'''Cash Register:''' Under this section, you can view and manage all components of our cash register system. For example, you can open a new order in the cash register view or display the cash register settings and the cash journal.
*'''Mail:''' Through the mail section, you manage all correspondence, such as emails or letters, between you and your customers. Information about creating package labels and the file manager can also be found here.
*'''Cellar:''' This area includes the management of your cellar, such as creating and documenting operations in the autumn and cellar books, as well as maintaining materials and containers.
*'''Field:''' Here, you can document the management of your fields and record and delegate fieldwork.
*'''Statistics:''' In this area, you can generate any imaginable statistics in the form of graphs, tables, and PDF files. For example, you can find out which of your wines is selling best and who your highest-revenue customers are.
*'''Accounting (Fibu):''' In this area, you have the option to export documents and configure the relevant settings, monitor your accounting imports, and record your expenses.
*'''System:''' All important account settings can be configured under "System." Here, you can define how your documents and invoices should appear and which information should be displayed.
*'''Services:''' In this section, you manage all external services integrated into the program. Currently, these include the service provider shop, our platform for classified ads, our product photos, the practical accounting interface, and the management of employee rights.
*'''Rooms:''' With the room tool, you can manage your guesthouse or hotel directly from Winestro.Cloud.
*'''Help:''' Here, you will find our extensive manual/wiki as well as our helpful explanatory videos, which will assist you in using the program. The "Help" section also contains our internal forum. If you encounter any issues, you can ask our team questions in the form of support tickets through the forum. You can also suggest your own ideas if you have any suggestions for improvement. Praise is, of course, also very welcome. :)

== Recently Visited Pages ==

[[Datei:zurücktaste.png|250px|left]]

When you hover over the back icon (to the left of the homepage), a dropdown menu appears showing the pages you have recently visited. This allows you to quickly and directly return to those areas. If you only want to go back one page, simply click the back button as us

En:Orders

2024-10-07T11:05:07Z

Florian: Die Seite wurde neu angelegt: „ '''Delivery''' can be found under '''System''' - '''Settings''' == Edit Delivery Methods == Edit your used delivery methods. Simply remove delivery methods that you do not use by clicking the red trash can and add your own delivery methods in the top right corner using the green plus icon. == Auto Delivery Note Email == You can specify that an email with the delivery note is automatically generated when creating a new delivery note. * Here, you can al…“

'''Delivery''' can be found under '''System''' - '''Settings'''

== Edit Delivery Methods ==
Edit your used delivery methods. Simply remove delivery methods that you do not use by clicking the red trash can and add your own delivery methods in the top right corner using the green plus icon.

== Auto Delivery Note Email ==
You can specify that an email with the delivery note is automatically generated when creating a new delivery note.
* Here, you can also set the customer's email address to be automatically included.
* You can enter one or more additional email addresses (separated by semicolons) to which the delivery note should also be sent. Please note that the standard email recipient will always be included if selected in the email settings, which may lead to duplications.
* You can choose a template.
** In the subject of the template, you can use the following autofields:
*** ###document number### is the delivery note number
*** ###order number### is the number of the associated order

== Loading Lists and Standard Deliveries ==
Here, you can set your standard delivery method that should be used for orders when no specific delivery method is specified for the customer.
Additionally, you can establish your default settings for the Loading List and your delivery routes, including packaging unit, number of cartons/bottles/weight per delivery, and travel time factor (for calculating relatively accurate travel times). You can also decide whether the order items should be included in the loading list PDF, whether each order can only be added to one loading list, or if, when using route optimization, only the times should be calculated (without changing the stop order). Finally, you can view and configure the loading list directly in the Edit Order.

== Edit Packaging Types ==
In this section, you have the option to create your own packaging types, which you can then assign to your products in the Product Profile.

== Freight Forwarder Integration ==
Here, you can set up the interface to the TTM freight forwarding service with your personal access.

== Export Agent ==
Here, you can specify whether a new address should be automatically created as a delivery address in the export agent when assigning a customer to an export agent.
Additionally, you can decide whether the invoice should be sent to the export agent's email by default when working with the export agent. The language of the export agent can also determine the language of your documents (available with Premium).

== Route Planning ==
Enter your standard values for using our Loading List|route planning. What time do you usually set off for a tour, and how much time do you typically need to unload the goods? You can also set it up so that you can adjust the unloading time in the loading list per customer, in case you're invited for a coffee at one of the stops. 😉

== Shipcloud Access ==
'''Shipcloud API Code''':
This will be entered by Winestro.Cloud, and you will receive a confirmation email upon activation.
 
'''Label Size:'''
Set your preferred label size here. Note: Your personal logo can only be printed on A5 labels from DPD.
 
'''Default Shipping Provider:'''
In the dropdown menu, you can select and save your desired default shipping partner. This allows for quicker creation of shipping labels without needing to select the desired shipping service from the dropdown menu each time. However, you can still change the provider in the shipping label interface if needed.
 
'''Automatic Pickup:'''
Check this box if you want an automatic pickup to be generated every evening for the following day with UPS and/or DPD. Once there is a package in your package list for one of the carriers, the pickup will be scheduled for the latest possible time (6 PM for DPD, 9 PM for UPS).

'''Package Templates for Creating Shipping Labels''':
In the Shipcloud access field, the individual package sizes (18-pack, 12-pack, 6-pack, etc.) are listed. Click the edit icon at the end of the desired size. A new field Edit Package Template will open—enter the name of your carton manufacturer in the field "Cartonage for UPS Shipping." The certified cartons for the respective sizes are already stored in the system. It's important that the certification number of your carton matches the certification number of one of the stored cartons. If the manufacturer is different but the certification number is the same, the carton is still considered certified.

En:Display

2024-10-07T10:42:23Z

Florian:

'''Anzeigeoptionen'''
{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:System_icon.png]]
|-
|Einstellungen
|-
|Anzeige
|}
[[Datei:Anzeigeoptionen.JPG|miniatur| Overview of all Display options ]]

The display options allow you to customize Winestro.Cloud to better suit your needs.

== Language ==
Choose from 16 different languages in which the program will be displayed.

== Number of list entries per page ==
Here, you can set how many entries should appear in a list before a page break occurs. This applies to all lists in the program, such as the [[en:Order List]]. At the end of each list, you can select the page you want to view.

== Display of PDF documents ==
Set whether a PDF should open in a new window or be offered as a download.

== Default Print Settings ==
Here, you can specify how many copies should be printed when you press the invoice generation button in an Order Overview. You can also set how the pages should be sorted. For example, if you always want to print two copies (one for the customer and one for filing), you can configure that here. Please note that multiple outputs like this only work in the print manager or for printing within an order.

== Background ==
Here, you can select the background (image or color) for Winestro.Cloud. This is not only for aesthetic purposes but also helps you quickly differentiate between various clients or businesses when working with multiple accounts.

== Product Producer ==
By enabling the "Product Producer" feature, you can choose whether the producer of a product, in addition to the product name, should be displayed on your documents. This feature is primarily intended for retailers.

== Internal Product Name ==
In the Product Profile, you have the option to assign an internal product name. Here, you can choose whether this internal name should be displayed when generating various lists.

== List Exports ==
Depending on what you need exports for, you can choose between CSV and XLSX formats: CSV is a very simple file format that has the advantage of being readable and processed by almost any program. However, the downside is that Excel sometimes reinterprets certain information (like dates), modifies values, or can't store all details (such as design/styles). XLSX files, on the other hand, can be displayed losslessly in Excel, but not every program can open them.

== Batch Entry & Customer Templates ==
With the batch entry feature, you can enable or disable quick entry and use a template customer to create customer profiles more quickly.

== Customer Tagging ==
By using tags for customer identification, you can add terms with a # symbol in the customer file to filter conversation notes by these keywords.

== Standard Position Discount ==
You can display the "Position Discount in %" field in the customer settings, allowing you to assign a value that will be applied to each order for that customer. It's important to ensure that under System > Settings > Orders, the "Position Discount in Order Entry" option is activated so that the discount is queried. Note that if a general discount is also assigned to this customer, it will be combined with the position discount. First, a discount X is applied to each position individually, and then discount Y is applied to the subtotal of the entire order.

== Volume Discount ==
The option to (de)activate volume discounts for a customer adds a checkbox in the customer file. You can check this box to (de)activate the selected volume discount from the drop-down menu with one click. This allows you to keep the selected volume discount without having to remove it and later re-select the correct one from various discounts. It ensures the correct discount is always selected and can simply be deactivated temporarily if needed.

== Customer Number ==
With this setting, you can specify whether the "Customer Number" field can be modified when creating or editing a customer. This can help prevent customer numbers from being altered after creation, which could lead to lost associations.

== Inventory Adjustment ==
By activating the inventory adjustment feature, you can perform an inventory correction using a CSV file during the article import (Article-Article List Import). Here, you can input your current stock levels into the CSV template and import it so that your inventory is automatically adjusted.

== Room Calendar Settings ==
These settings can be configured if you are using our room management system. You can specify, among other things, whether the arrival and departure days should be counted as half days and whether the system should generally prevent double bookings.

== Inventory Warning per Warehouse ==
With the inventory warning per warehouse, a warning is issued when the total inventory is still above the minimum level, but the stock in a specific warehouse has already fallen below the minimum level.

== Letter Prefix ==
With the letter prefix for customer numbers, the customer number will now always start with the letter or letter combination you have entered in the free field, and the subsequent number will start again at 1. You can also change the letter prefix over time. This will prepend the new letter, and the numbering sequence will restart at 1.

== Key Figures on the Homepage ==
Finally, you have the option to show or hide the panel with an overview of your key figures directly on the homepage after logging in. You may want to conceal this information from employees who should not have access to the statistics.

En:Display

2024-10-07T10:32:54Z

Florian: Die Seite wurde neu angelegt: „'''Anzeigeoptionen''' {| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:System_icon.png |- |Einstellungen |- |Anzeige |} Overview of all Display options The display options allow you to customize Winestro.Cloud to better suit your needs. ==…“

En:2FactorAuthentication

2024-10-07T10:24:31Z

Florian: Die Seite wurde neu angelegt: „ {| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So finden Sie diese Seite:''' |- |Image:System_icon.png |- |Einstellungen |- |Zugang |} Two-factor authentication (2FA) adds an extra layer of security to your Winestro.Cloud access. This ensures that your account is even better protected against unauthorized access, ev…“

En:Calendar

2024-10-07T10:01:26Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:system_icon.png]]
|-
|Planer
|-
|Kalender
|}

The calendar provides an overview of your appointments for the year.

== New Appointment ==

Click on a day or the green plus symbol to create a new appointment.

[[Datei:Kalender 3png.png|800px]]

== Appointment List ==

Under "System - Appointments - Appointment List," you can view your scheduled appointments. The appointments can be filtered by employee. Additionally, the time period for displaying the appointments can be limited, and the appointments can be downloaded as a list via the printer icon.

Individual appointments can be edited via the pencil icon, accessed in the customer file via the magnifying glass icon, and checked off once completed.

[[Datei:Terminliste.png|800px]]

== Birthdays & Preview ==

Birthdays and other customer appointments will also be displayed here. You can choose to have an automatic preview show when hovering over the days. To enable this, check the box at the top left next to "Show daily preview."

You can store birthdays in the Customer Profile for each client.

== Export to Other Calendars ==

The Winestro.Cloud calendar can be exported to other calendars via ICAL. The link and access token can be found in the Settings section.

=== Integration with Outlook ===
Go to the calendar view and select "Integrate Calendar" at the top. Then click on "From the Internet."

=== Smartphone Calendar ===
For smartphones, we recommend the "One Calendar" app. Open the app, select "Add Account," and enter the link under "WEBDAV."

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:system_icon.png]]
|-
|Termine
|-
|Terminliste
|}

== Planner ==

The Planner provides an overview of upcoming appointments, which are also displayed on your homepage. Here you’ll see the following list:

[[Datei:Termin.png|miniatur]]

If you don’t set any filters, you’ll see a list of your pending appointments. Appointments that are overdue will be marked with a yellow flag. This is different from the priority you’ve assigned to a specific appointment (e.g., "Priority Very High" will have a red flag). You can filter the appointment display by selecting a specific employee or restricting the date range. After making your selections, click the "Show" button, and the new list will be displayed. You can create a new appointment by clicking "New [+]". All appointments will also be shown in the Calendar.

En:Calendar

2024-10-07T09:56:47Z

Florian: Die Seite wurde neu angelegt: „{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" | |'''So findest Du diese Seite:''' |- |Image:system_icon.png |- |Planer |- |Kalender |} The calendar provides an overview of your appointments for the year.“

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:system_icon.png]]
|-
|Planer
|-
|Kalender
|}

The calendar provides an overview of your appointments for the year.

En:Export-Agents

2024-10-02T14:19:31Z

Florian:

''See also: Export Agent - Dealer - Representative - Override Billing Address''
== Definition and a Practical Example ==

An invoice is usually forwarded from producers to customers. However, there may be instances where invoices are processed through an "agent." This occurs, for example, when you set up individual branches for a retail customer like Edeka as separate customers in Winestro.Cloud. The Edeka headquarters then acts as the agent, and the individual branches are assigned to this agent. This way, branch-specific statistics can be created, while ensuring centralized billing through the agent.Another reason to handle invoicing through an export agent, as the name suggests, is for exporting goods abroad. Companies that export a lot to countries like the USA choose this method to simplify overseas trade. This is particularly useful because international trade involves many challenges, such as customs regulations and other laws. The export agent thus serves as a representative who understands the market and manages logistics.

== Impact of Assignment to an Export Agent ==

Once a customer is assigned an export agent, the billing address, billing salutation, and account details for direct debit are pulled from the export agent. The direct debit for an order from a customer assigned to an export agent will be executed from the account of the export agent. However, the assignment of sales remains with the individual customer. Thus, all invoices and documents go through the customer, allowing for analysis in statistics.

Important: This only happens if the account details of the export agent are fully entered. The fallback is the customer data.

== Creating Export Agents ==
[[Datei:ExportAnlage.png|180px|thumb|right|Assign the role as a export agent]]
The role of Export Agent Export agents can be utilized from the Premium Package onwards. You can easily create export agents through the customer file. To do this, create a new customer or edit an existing customer by clicking the icon in the icon bar. More information on this topic can be found in the following WIKI article: Customer File. Then, check the box next to "Export Agent" under the customer's role.

Note: Click here (YouTube Video) if you want to learn more about creating an export agent.

== Assigning Export Agents ==
[[Datei:Exportagentx.png|180px|thumb|right||Assign an export agent in the customer data]]
Assigning an Export Agent in Customer Data Once you have created your agents, you can assign additional customers to them. To do this, go to the customer file of the customer to whom the export agent should be assigned. In the general settings, select the previously created customer designated as the export agent. All your export agents should be listed in the box.

== Settings of the Export Agent ==
Since the collaboration between producers, export agents, and customers can vary, we offer you the ability to customize these settings according to your business structure. You can find the relevant settings under System - Settings - Delivery in the Export Agents section.

Please note that the checkbox in the explained settings will typically be checked by default in the program.
[[Datei:Neue Einstellung zum Exportagenten.png|300px|thumb|right|New settings for the export agent]]
'''1. "Always create the address as the delivery address when assigning to an export agent"'''

This setting determines which delivery address is stored as the default address of the customer. If the checkbox is checked, the address of the customer will be stored as the delivery address. Essentially, if the checkbox is '''checked''', the invoice is addressed to the export agent, but the goods are sent to the actual customer’s address. If the checkbox is '''not checked''', the address of the export agent will be stored as the delivery address. Thus, the export agent receives not only the invoice but also the goods.

'''2. "Pull invoice email from the export agent"'''

This setting decides whether the invoice email is sent to the customer or the export agent. If you '''check''' this box, the invoice will be automatically sent to the export agent's email address. If you leave the box unchecked, the email will be sent directly to the customer.

'''3. "Language of the export agent determines the document language"'''

This setting determines which language is selected for the document. If the checkbox is '''checked''', the multilingual document texts will be displayed automatically in the language of the export agent. If the checkbox is '''not checked''', the default language specified in the system settings will be used.

Note: Click here [https://youtu.be/Akv0Y4_DIT0?t=202 ], if you want to learn more about the settings.

= Alternatives to Export Agents: Managing Large Customers with Delivery Addresses =
The export agent represents one option for collaborating with large customers such as EDEKA or REWE markets.

Another method for structuring the goods flow between a winery and such complex customers is to use various delivery addresses associated with individual customers. Let's assume, in this case, that we are a winery that wants to supply multiple EDEKA markets.
# For example, I can create a customer account for the headquarters "EDEKA Süd-West."
# I can assign all the markets in the region as delivery addresses to this account.
# In each order, there is the option to adjust/change the delivery address in the "Settings" tab. This means that while the goods are sent to the delivery address, the invoice is sent to the headquarters "EDEKA Süd-West."

'''Keep in mind that you can assign an unlimited number of delivery addresses to a customer.'''

== Export Agent vs. Delivery Addresses ==
At this point, you might be wondering what the difference is between the "Export Agent Method" and the "Delivery Address Method." Both methods achieve the same result, more or less, but in different ways: the goods are delivered to the corresponding EDEKA branch, while the invoice is sent to the "EDEKA Süd-West" headquarters. Nevertheless, the export agent has a significant advantage: '''an improved and more detailed analysis in the statistics''' as well as '''better customer handling'''. For example, with the export agent, separate article sales can be recorded by branch. On the other hand, using delivery addresses only allows for the analysis of total sales per branch, but not by individual articles.
Furthermore, managing customers instead of delivery addresses is useful because you can directly use them in various areas of the program, such as in customer selections.

En:Employees

2024-10-02T13:57:35Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Kunde_icon.png]]
|-
|Kunde
|-
|Neu[+]
|}
<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/BMZJ9nrL4wg </embedvideo>

== Creating Employees ==

With Winestro.Cloud, you can create an unlimited number of employees who can work with your company using our software. Providing access can also be useful for giving a tax advisor or an agency access to the program without needing to hand over the main login credentials.

The advantages and features available to you with specifically designated employees in the program are described in more detail in the following article.

To create new employees, simply create a new customer and, in the customer editing screen under "Roles," check the box for Employee.

You can mark as many customers as you like as employees.

How many of them can access Winestro.Cloud at the same time depends on the access permissions included in your respective package. For example, if you have the Complete Package with two accesses and a third access is attempted, the person who has been logged in the longest will be logged out of the program.

Note: [https://youtu.be/89kzd5TvJjM?t=35 click here (YouTube-Video)]

== Employee-Specific Login==
[[Datei:MitarbeiterHaken.png|miniatur|400px|Creating employees and setting up login]]
Your employees can log in to Winestro.Cloud and use the program without needing to know your master password. Employees themselves do not have the ability to change your master password or create new employees. This ensures that an employee will no longer have access to the program after leaving your company. To deactivate an employee, simply uncheck the corresponding box in the customer editing screen and save the changes.

Note: [Click here https://youtu.be/89kzd5TvJjM?t=83 klicke hier] if you want to learn more about the employee login.

=== Login Information ===
After you have checked the employee box, you need to enter the "Login" and "Password" fields under "Contact Information." For example, if the login is "Paul," your customer number is "4432," and the password is "123," the employee can now log in using the following credentials at the usual login screen (directly on Winestro.cloud):

Email: Paul#4432
Password: 123
'''Please do not use # symbols, single quotation marks ('), or umlauts when creating login or password credentials!'''

=== Program Language ===
You can also set a program language for each employee. By default, German is selected. If you want to allow employees to use Winestro.Cloud in a different language, you can specify that in this field. When the employee logs into their account, the program will automatically be displayed in the language you have selected.
Note: The translation happens automatically and is not yet in its final version, so there may still be some translation errors in certain cases.

=== Assigning Access Rights ===
[[Datei:RechteMA.png|miniatur|400px|Editing of Access Rights]]

'''Note: Individual employee permissions are part of the Premium package.'''

With Winestro.Cloud, you can assign individual access rights to each employee. This allows you to decide which areas of the program the respective employees are allowed to see. Any changes made will take effect upon the next login.

The interface for editing these rights can be found under "Services - Employee Rights," provided you are using the appropriate version of Winestro.Cloud.

For the "Customers" and "Orders" sections, you can also restrict access to data for customers from specific customer groups. This is especially useful if you work with agencies that should only have access to their own customers and no other data.

== Application Areas for Employees ==

=== Assigning Tasks and Orders ===

You can assign orders/tasks from the ''Milestone and Task list'' and appointments to your employees. If you enter an email address for the employee, a daily summary of appointments with all necessary contact information will be sent to the employee every morning. This makes it easier to keep track of who has completed which tasks.

=== Editing Articles ===
If employees are responsible for managing articles, you can grant them the appropriate access.

=== Auto Fields on Documents ===
Employees can use the Auto Fields (name of employee) on invoice documents. In this case, the employee's name will be displayed as the contact person on the invoice.

=== Logging Conversations ===
Naturally, employees also make phone calls or hold other types of conversations with customers.

If they are granted the appropriate access, employees can be added to conversation notes and log their conversations.

=== Other Areas of Application ===

As shown in the image on the right, access rights can be individually adjusted according to your needs and the tasks of the employees.

== Multiple Clients ==
[[Datei:Ansicht-Mitarbeiter-Agentur.png|miniatur|250px|Example of program access as an agency]]
Employees can also switch between clients in Connections if this is generally permitted, and the employee is set up identically in both clients (that is, in both accounts) using the same login credentials.

Please note that access rights can/must be set individually for each client.

== E-Mail Signatures for Employees ==
[[Datei:SignaturMA.png|250px|miniatur|Create signature]]

Each employee can create their own email signature in Winestro. This way, the recipient immediately knows who their contact person is. You can easily create a new signature under ''Mail -> E-Mail''. On the left side (see image), you will find the email settings. To create a new signature, use the green button in the top left ("New Signature+"). In the first step, give the signature a name and save it. You can then edit the signature using the pencil icon or delete it using the trash can icon.

In addition to the name, position, or address, you can also include your logo or a link to your website/social media channels in the signature. After editing, you must save the new signature using the green disk icon.

From now on, you can select the signature when creating a new email from the dropdown menu ''Signature'', and it will automatically be included in your email.

[[Datei:SignaturEinf.png|250px|miniatur|Insert signature in an email]]

Mitarbeiter

2024-10-02T13:57:33Z

Florian:

{| style="background-color: #043149; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:center;" |
|'''So findest Du diese Seite:'''
|-
|[[Image:Kunde_icon.png]]
|-
|Kunde
|-
|Neu[+]
|}
<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/BMZJ9nrL4wg </embedvideo>

== Mitarbeiter_Innen anlegen ==
Du kannst mit Winestro.Cloud unbeschränkt viele Mitarbeiter_Innen anlegen, die in Deinem Betrieb mit unserem Programm arbeiten können. Der Zugriff kann aber auch sinnvoll sein, um einem Steuerberater oder einer Agentur Zugang zum Programm zu geben, ohne die Haupt-Zugangsdaten aushändigen zu müssen.

Die Vorteile und Funktionen, die Dir mit speziell angelegten Mitarbeiter_Innen im Programm zur Verfügung stehen, sind im folgenden Artikel genauer beschrieben.

Um neue Mitarbeiter_Innen anzulegen, lege einfach einen neuen Kunden an und aktiviere in der Kundenbearbeitungsmaske unter ''Rollen'' das Häkchen bei '''Mitarbeiter'''.

Hier können beliebig viele Kunden und Kundinnen als Mitarbeiter_In gekennzeichnet werden.

Wie viele von diesen gleichzeitig Zugriff auf Winestro.Cloud haben, hängt von den Zugriffen ab, die im jeweiligen Paket enthalten sind. Hast du beispielsweise das Komplett-Paket mit zwei Zugriffen und ein dritter Zugriff wird vorgenommen, dann wird die am längsten angemeldete Person im Programm ausgeloggt.

Hinweis: [https://youtu.be/89kzd5TvJjM?t=35 klicke hier (YouTube-Video)], if you want to learn more about creating an employee.

== Eigener Mitarbeiter_Innen-Login==
[[Datei:MitarbeiterHaken.png|miniatur|400px|Mitarbeiter anlegen und Login festlegen]]
Deine Mitarbeiter_Innen können sich bei Winestro.Cloud anmelden und das Programm nutzen, ohne Dein Master-Passwort zu kennen. Mitarbeiter_Innen selbst haben keine Möglichkeit, Dein Master-Passwort zu ändern oder neue Mitarbeiter_Innen anzulegen. So ist gewährleistet, dass ein Mitarbeiter nach Ausscheiden aus Deinem Betrieb nicht mehr auf das Programm zugreifen kann. Um einen Mitarbeiter zu deaktivieren, entferne einfach das entsprechende Häkchen in der Kundenbearbeitungsmaske und speichere die Einstellung.

Hinweis: [https://youtu.be/89kzd5TvJjM?t=83 klicke hier (YouTube-Video)], wenn Du mehr über den Mitarbeiter-Login erfahren möchtest.

=== Login-Daten ===
Nachdem Du den Mitarbeiter-Haken gesetzt hast, müssen unter "Kontaktdaten" noch die Felder "Login" und "Passwort" eingetragen werden. Angenommen der Login sei "Paul", Deine Kundennummer "4432" und das Passwort "123", kann der/die Mitarbeiter_In sich jetzt mit folgenden Daten im gewohnten Loginfeld (direkt auf Winestro.cloud) anmelden:

E-Mail:Paul#4432
Passwort: 123
'''Bitte verwende beim Login und beim Passwort keine #-Zeichen
'''und keine '-Zeichen (Einfache Anführungzeichen) sowie keine Umlaute!

=== Programm-Sprache ===
Du kannst für jede_n Mitarbeiter_In auch eine Programm-Sprache festlegen. Standartmäßig ist hier Deutsch ausgewält. Möchtest Du Mitarbeiter_Innen ermöglichen Winestro.Cloud in einer anderen Sprache zu nutzen, kannst Du das in diesem Feld festlegen. Wenn der/die Mitarbeiter_In sich in seinen/ihren Account einloggt, wird das Programm in der von Dir gewählten Sprache übersetzt angezeigt.
Hinweis: Die Übersetzung geschieht automatisch und befindet sich noch nicht in der finalen Version, daher kann es in manchen Fällen noch zu fehlerhaften Übersetzungen kommen.

== Zuweisen von Zugriffsrechten==
[[Datei:RechteMA.png|miniatur|400px|Bearbeitung von Zugriffsrechten]]

'''Hinweis: Die individuelle Mitarbeiter_Innen-Berechtigung ist Bestandteil des Premium-Paketes.'''

Mit Winestro.Cloud kannst Du allen Mitarbeiter_Innen individuelle Zugriffsrechte geben. So kann entschieden werden, welche Programmbereiche die jeweiligen Mitarbeiter_Innen sehen dürfen. - Die vorgenommenen Änderungen sind dann beim nächsten Login aktiv.

Die Maske zum Bearbeiten dieser Rechte findest Du unter ''Dienste - Mitarbeiterrecht'', sofern Du die entsprechende Version von Winestro.Cloud nutzt.

Für die Bereiche ''Kunden'' und ''Aufträge'' kannst Du den Zugriff zusätzlich auf die Daten von Kunden und Kundinnen von bestimmten Kundengruppen einschränken. Das ist insbesondere dann wichtig, wenn Du beispielsweise mit Agenturen zusammenarbeitest, die nur Zugriff auf ihre Kunden und Kundinnen haben sollen und sonst keine Zugriffsmöglichkeiten bekommen sollen.

== Anwendungsbereiche von Mitarbeiter_Innen ==

=== Zuweisen von Aufgaben und Aufträgen ===

Du kannst Deinen angelegten Mitarbeiter_Innen [[Auftrag bearbeiten|Aufträge ]]/ Aufgaben aus dem [[Meilenstein und Aufgabenliste|Meilenstein-System]] und Termine zuweisen.
Wenn Du dem/der Mitarbeiter_In eine E-Mail-Adresse einträgst, wird jeden Morgen automatisch eine Terminübersicht mit allen nötigen Kontaktdaten an den/die Mitarbeiter_In gesendet.
So behältst Du leichter den Überblick darüber, wer welche Arbeitsschritte erledigt hat.

=== Artikel bearbeiten ===

Sind Mitarbeiter_Innen mit der Artikelpflege beschäftigt, kann Ihnen der entsprechende Zugriff gewährt werden. Wie Artikel neu angelegt und gepflegt werden können, findest Du unter [[Artikelübersicht|Artikelübersicht]] und [[Einen neuen Artikel anlegen|neuer Artikel]]

=== Autofelder auf Dokumenten ===
Mitarbeiter_Innen können auf Dokumenten zu Rechnungen das [[Autofelder|Autofeld]] [name mitarbeiter] verwenden.
In diesem Fall wird auf der Rechnung der Name des jeweiligen Mitarbeiters als Ansprechpartner_In mit ausgegeben.

=== Schlagarbeit und Kellerbuch ===
Mitarbeiter_Innen werden auch als Komponente bei der [[Schlagerfassung]] und [[Artikelübersicht|Kellerbuchführung]] genutzt.

=== Gespräche protokollieren ===

Natürlich tätigen auch Mitarbeiter_Innen Telefonate oder führen anderweitig Gespräche mit Kunden_Innen.

Wird diesen der entsprechende Zugriff erteilt, können Mitarbeiter_Innen bei den Gesprächnotizen angelegt werden und dadurch ihre Gespräche protokollieren. Mehr dazu, wie Gespräche protokolliert werden, findest Du unter [[Kundenkarteikarte|Kundenkarteikarte]] - Gesprächnotizen.

=== Weitere Anwendungsbereiche ===

Wie in der Abbildung rechts zu sehen ist, können die Zugriffsrechte individuell angepasst werden, ganz nach Deinen Bedürfnissen und Aufgabenfelder der Mitarbeiter_Innen.

Diese unterscheiden sich dann nicht mehr von der sonstigen Nutzung, welche jeweils in unseren [[Funktionsübersicht|Wiki]] nachgelesen werden kann.

== Mehrere Mandanten ==
[[Datei:Ansicht-Mitarbeiter-Agentur.png|miniatur|250px|Beispiel für Programmzugriff als Agentur]]
Mitarbeiter_Innen können ebenfalls die Mandanten bei [[Verknüpfungen]] wechseln, sofern dies generell gestattet ist und der/die Mitarbeiter_In mit den gleichen Zugangsdaten in beiden Mandanten (also in beiden Accounts) exakt gleich angelegt ist.

Beachte, dass die Zugriffsrechte in jedem Mandanten einzeln eingestellt werden können/müssen.

== E-Mail Signaturen für Mitarbeiter_Innen ==
[[Datei:SignaturMA.png|250px|miniatur|Signatur erstellen]]

Jeder/jede Mitarbeiter_In kann eine eigene E-Mail Signatur in Winestro erstellen. So weiß der/die Empfänger_In direkt, wer sein/ihr Ansprechpartner_In ist. Du kannst eine neue Signatur einfach unter ''Post -> E-Mail'' erstellen. Auf der linken Seite (siehe Bild) findest Du die E-Mail Einstellungen. Um einen neue Signatur anzulegen, nutzt du den grünen Button links oben (“Neue Signatur+”). Im ersten Schritt gibst du der Signatur einen Namen und speicherst diesen ab. Danach kannst Du die Signatur über das Stift-Symbol bearbeiten oder das Mülleimer-Symbol löschen.

Neben Namen, Position oder Adresse kannst Du auch dein Logo oder einen Link zu deiner Website/ deinen Social Media Kanälen in der Signatur hinterlegen. Nach dem Bearbeiten musst Du die neue Signatur über die grüne Diskette speichern.

Von nun an kannst Du die Signatur beim erstellen einer neuen Mail über das Dropdownmenü ''Signatur'' auswählen und diese wird austomatisch in deine Mail angefügt.

[[Datei:SignaturEinf.png|250px|miniatur|Signatur in einer Mail einfügen]]