WEBMINO Manual

System What's New ADMINO+/WEBMINO Portal ADMINO+ account menu Company menu Search
Tips and Work Techniques
Accounting Startup Initial Configuration Online Customer Services Rental System Billing and closing Add inventory Record stock losses Follow up with your customers/representatives Prepare and ship SERVICE+ options Mini assembly production Manufacturing production Production Batches Import-Export Chains
Administrative Options
Account Subscription Appearance Profiles Users Companies Import-Export
System Settings
General Information Main Menu Appearance Profiles Users Printers Import-Export Special Tools Subscription
Configurations

Administrative Settings
General Section
Company Settings Financial Settings Operational Behavior Counter Management Special Sale Options Point of Sale Financial Statements Warehouses Salespeople Projects Documents
Terminal Printing Emails and Text Messages Bulletin Board Exchange Rates
Categories Section
Inventory Cat. Customer Cat. Supplier Cat. Employee Cat. Routes Sorting Groups Sales Tracking Service Types Service Tracking Documents Service Forms
Salary Section
Templates Constants Federal tax Provincial tax Federal surtax Provincial Surtax Direct Deposit XML Statements
Special Tools
File Maintenance Specific Changes Payroll Tools
Custom Forms

Special Modules
Specific Items in Batch Production Settings Syncro Inventory Syncro Customers
Transport Management
Route Management Truck Management Truck Schedule Planning Delivery Console
Customer Service Settings
General Settings Appearance Payments Shipping Home Page Promotions Page Service Page Terms Page Emails Activation
General Ledger Menu
Entries Charter of Accounts Reconciliation Transit Deposits Sales Taxes Payroll Remittances G/L Analysis and Verification G/L archives Budget Liquidity Analysis Daily Activities Quick Project Analysis
Periodic Closures
Fiscal Year Calendar Year Inventory Variation
Financial Statements
Trial Balance General Journal General Ledger Cash Receipts Cash Disbursements Income Statement Balance Sheet Project Analysis Results Analysis
Income Menu
Billing Customer Accounts Cash Receipts Point of Sale Compact Point of Sale Closing Sales Cash Drawer Countertop Invoicing Customer Receipts Account Statements AR Analysis Invoice Printing Accounts Receivable Adjustments Invoice Tracking Open Invoice Tracking Selective Billing Order Tracking Quote Tracking Shipping Console Export Chains Consignments Consignment Tracking Billing Contracts Contract Billing Contract Tracking Pmt Request Tracking. Rental Console Quick Sales Search Mobile Invoicing Mobile Customers
Reports
Accounts Receivable Sales Orders Mail Merge Quotations Statistics Comparative Statistics Compound Statistics Global Sales Global Mail Merge
Expenses Menu
Purchases and Expenses Suppliers Payments Closing Purchases Employees Checks A.P. Analysis Payable Adjustments C.A.R.-C.A.P. Exchange Chain Tracking Import Chains Time Clock Control Attendance Time Clock Supervision
Payroll Processing
Payroll Preprocessing Payroll Processing Direct Deposit Payroll Cancellation Time Clock Transfer
Reports
Accounts Payable Purchases Payroll Records of Employment T4-R1 Forms Commissions Checks
Inventory Menu
Inventory Orders Inventory Verification Products to Order Inventory Changes Inventory Taking Inventory Processing Promotional Changes Product Creator Order Tracking Required Products Intra Branches Intra Reception Assembly Sold Products Analysis Inventory Movement Analysis Lot Analysis IN-OUT Inventory Quick Inventory Search
Reports
Inventory Purchase Orders Inventory Replacement Missing Quantities Assembly Composition
C.R.M./Service
Time Clock Events Today's Events Events to Watch Calendar Event Tracking Service Requests Work Orders Service Schedule Work Order Tracking Daily Route Sheet Customer Visit Tracking Customer Routes Document Bank Forms Management Complete the Forms Table of Forms
Reports
Service
Clinic/Appointments
Dashboard Appointments Monthly Schedule Weekly Schedule Daily Schedule Treatment Follow-up 6 Month Calendar Operation Setup Treatments Rooms
Production
Production Monitoring Production Items Specifications Put into Production Method Management Production Calendar Production Day Production Console Production Cost Variation Required Components Tracking Component Cost Variation Component Usage
Reports
Production Recipes


Custom Forms Generator

The Form Builder allows the administrator to create and modify custom forms for the company. It is possible to manage the following documents:

Sales forms (invoices, orders, shipping notes) Extension .F01
Check forms Extension .F02
Account statement forms Extension .F03
Supplier order forms Extension .F05
Work order forms Extension .F07

It is VERY IMPORTANT to understand the concept of the custom form. This is not a WYSIWYG (what you see is what you get) generator because of the WEB limitations of this kind of interface. It is a fixed table linear generator that allows many more possibilities and different formats while remaining completely HTML and therefore usable everywhere.
The matrix is ??a table of 132 columns and 84 usable lines. An 8.5 X 11 inch form uses 132 columns in 7 points and 82 columns in 12 points. The typical length is 60 usable lines.

The table here gives the usable width by font size.
This list is always evolving and you could find more sizes in the generator depending on the version.
Size Number of characters that can be used on a line.
7 132
8 116
9 98
10 94
11 87
12 82
16 60

STEPS TO FOLLOW AND OPERATION OF THE GENERATOR

1) Have the original paper format in hand (or the model) and print this guide page

2) If the format is based on a blank page and on a model that you are going to create yourself, have a plan or base your model on an existing model.

3) Choose a document type to load the appropriate fields.


4) Depending on the field chosen, you can change the font and size.


5) Once the position is chosen, click INSERT FIELD to place the field. The VALIDATE button is used to modify the properties of a field already placed.


6) Among the fields, several non-predefined types are available, some of which have unique features. The Simple Box and Simple Line types have a function that allows you to mark the end position by selecting a position.





On the right is a table with a list of the different types and their particularities:
Type Particularities
Comment or User Text Contains a FRENCH and ENGLISH field for the desired text (99 characters max.)
Logo or Drawing (BMP) Contains a bmp or jpg file name that must be part of the bank images.
Single Box Contains coordinates for the start and end point (row and column). A marker (*) is used to indicate the end point.
Single Line Contains coordinates for the start and end point (row and column). A marker (*) is used to indicate the end point.
Text Type Predetermined text according to the field.
Date Type Predetermined date according to the field.
Number Type Predetermined number according to the field. Decimals can be determined.
Start of Item Detail Block Invisible tag on the document that marks a repetition according to the document. Ex: items on an invoice.
End of Item Detail Block Invisible tag that accompanies the beginning tag. The specified field line between start and end is repeated for each item.


Example of a block of items in an invoice.


The LOAD button allows you to choose an existing form and load it into the generator.

The PREVIEW button allows you to see a preview in PDF version of the document.



5) Don't forget to SAVE your document before exiting.


WEBMINO 8 Help.0

Générateur de Formulaires

Retour à l'Index



© 2022 WEBMINO 8.0