Built for Canadian wineries, cideries and breweries

QUALO is developed in Kelowna, in BC’s Okanagan Valley, alongside the wineries, cideries and breweries that run on it. That’s why the parts of a Canadian beverage business that general retail software leaves out are built in: GST, PST and HST, bottle and can deposits, BC LDB and Alberta AGLC reporting, Interac and e-Transfer payments, and a QuickBooks Online sync that understands all of it.

GST, PST and HST, set up for your province

You create each tax with its own name and rate, so GST, PST, HST or a liquor tax all work the same way. Tax zones decide which taxes apply. Each zone holds a Tax 1 and a Tax 2 and applies them to the product divisions you choose, so wine, merchandise and food each pick up the right mix. A BC winery, for example, can keep separate zones for GST and liquor PST, GST and PST, GST only, and no tax. Zones can also match a ship-to address by city, postal code, province or country, so online orders are taxed for where they’re going.

Taxes follow the rest of your setup too:

  • Each customer type has a default Tax 1 and Tax 2, and item prices by customer type carry their own taxes.
  • Each reservation experience has its own Tax 1 and Tax 2, so tasting fees are taxed correctly.
  • When a rate changes, or a temporary GST break starts or ends, add the new tax and choose the one it replaces. QUALO swaps it across your item pricing and tax zones in one step and marks the old tax inactive.
  • The Tax Report gives each tax its own column, so you can total what you collected for any period.

Bottle and can deposits on every order

Set the deposit on each item unit, so a single bottle, a four-pack and a case each carry the right amount. QUALO adds deposits at the POS, on invoices, in the online shop and on club orders, and keeps them on their own refundable line instead of folding them into the price. Receipts, invoices and club order confirmations show a separate Refundable-Total, and automatically calculated deposit lines are protected from accidental edits.

Each customer type has a setting that leaves bottle deposits off its orders, and you choose which types use it. Each item unit can also store a separate LDB unit bottle deposit, which the LDB report uses for its deposit amounts.

BC LDB reporting and invoice import

Filter the LDB report by date, company, customer, customer type, category, division, item, inventory location, sold-by rep or invoice status. Generate LDB Report downloads a CSV with your licence number, each invoice’s date and number, the licensee number, customer type, SKU, quantity, price and deposit, with returns listed as their own lines. Pre-order invoices are left out.

Your customer types can have any names you like. Give each one an LDB export code and it’s reported under the right LDB type, so a type called “Walk-in customer” can go out as MOS. Going the other way, the LDB invoice import starts from a downloadable template and brings LDB orders in as invoices against your accounts and products. See wholesale, CRM and reporting.

Alberta AGLC fees, SKUs and reporting

For sales into Alberta:

  • Each item unit can carry an AGLC SKU and an AGLC fee.
  • Shipping zones can add the AGLC fee per bottle to online orders shipping to Alberta.
  • Inventory locations can print AGLC SKUs on transfer packing slips, for warehouses that expect them.
  • The AGLC report shows either singles sold, ready to enter on the AGLC worksheet, or an invoice summary you can attach to it.

Canadian payments: Interac, e-Transfer, Elavon and Moneris

Card payments go straight to integrated Elavon or Moneris terminals, and Moneris and Elavon (Converge) also handle online payments. Interac sits beside cash, cheque, Apple Pay, Google Pay and gift cards on the POS, and wholesale accounts can pay by e-Transfer. See payments.

QuickBooks Online, mapped to your Canadian accounts

Each tax and tax group in QUALO has an accounting reference that points to the matching QuickBooks tax, so GST and PST post where your bookkeeper expects. Payment types such as Interac, cheque and e-Transfer are mapped the same way, and you choose the QuickBooks account that payments are deposited to, your tax agency and your exempt tax code.

When an invoice syncs for a customer who isn’t in QuickBooks yet, QUALO creates the customer first. Returns and refunds with a negative total go across as credit memos.

Clubs, shipping and harvest, the Canadian way

Club shipments can download a Canada Post packing list straight from the club packing report. Shipping zones match addresses by city, postal code, province or country, can be limited to certain customer types, and carry their own Tax 1 and Tax 2. At harvest, fruit bookings and receiving are recorded in metric tonnes. See clubs and subscriptions.

Built in Kelowna, supported in person

QUALO is built by a local team in the Okanagan, and we work with producers the way our neighbours expect: in person where we can, and one-on-one. There are no onboarding fees. At setup, we spend about three hours one-on-one training your trainer, so your team has an in-house expert from day one, and two hours of training each month are included after that. Questions go to support@myqualo.com.

QUALO runs wineries, cideries and breweries. See all the modules.

Frequently asked questions

Does QUALO handle GST, PST and HST?

Yes. You set up each tax with its own rate, and tax zones apply the right combination by product division and destination. A rate change can be swapped across all your items in one step.

Can bottle deposits be left off for some customers?

Yes. Deposits are set per item unit and added automatically, and each customer type has a setting to leave them off. You choose which customer types use it.

Does QUALO produce the BC LDB report?

Yes. It downloads a CSV for the dates and filters you choose, maps your customer types to LDB codes such as MOS, and imports LDB invoices from a template.

Do you support Alberta AGLC?

Yes. Items can carry an AGLC SKU and fee, online orders to Alberta can add the fee, and the AGLC report shows singles sold or an invoice summary.

Which card terminals work in Canada?

Elavon and Moneris terminals connect directly to the POS, and Interac is built in.

See it with your own products

Book a demo and we’ll walk through your taxes, deposits and liquor-board reporting using products like yours. Book a demo.