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


Customer Accounts

This section allows the creation and updating of customer files. It also allows the quick consultation of a customer's balances due.

Initially the search is presented for the selection of the customer or the creation of a new file as needed.
To facilitate the distinction of files, the search presents customers with balances in green.

The customer file contains all the information relating to a customer, their history and their account status.

Among the fields to monitor, include:

- Customer Code: Can be assigned automatically by the software or by the user, but can no longer be modified once the account is created without going through the change tool

- Ranking: The ranking must be defined and determines the accounting behavior of this customer.

- Seller: If a seller is specified and the parameter ( use the seller from the customer record ) is activated, invoicing will automatically select this seller to creating an invoice for this customer.

- Emails: Two emails can be specified. If an email is present in the box (account statements) it will be used for these. Otherwise the email (sales) is used by default.

- Sales price column: Determines the default price level of the inventory, for items when invoicing.

- Print language: Determines the language of printed documents for these customers (invoices, account statements, etc.)

-Sales taxes: Determines the tax level applied for this customer.

- Card/Alias ??No.: Contains a code that can be modified at any time to identify the customer quickly at invoicing. Example: a membership card with a unique number that the customer presents when making purchases.

- Alternative customer for C.A.R.: This special box can contain a customer code that designates the recipient of the accounts receivable from any invoice charged for this customer. Example: The parent company would be the alternative customer for this branch (customer record).

The mail merge button prepares a postal label that is placed in the Windows clipboard (a warning from your browser requests access to the clipboard, in order to copy the information that you can use in your mail merge software, example: Microsoft Office.)

It is possible to display a signal or priority message in the invoice, work order, etc. for a customer by entering the desired message between the two SIGNAL tags as above.

It is also possible to indicate instructions for the direct delivery option (DROP-SHIP) in purchase orders by entering the desired message between the two DROPSHIP tags as below.

CUSTOMER RECORD
ORDER PURCHASE

In the top left part, there is an entry that allows you to know what is the last email sent by the system to the client.

By clicking this information a window with the historical list of the last emails appears.

Visual Documents:It is possible to link visual documents to this customer record that you have downloaded from this company's image bank.

The button allows you to add a document for which to enter a description, a date, and a type (image, .pdf, other). This is a practical option for attaching a visual reference (work, installation) to a customer file.



Specific Items: This section can contain items that will be used either:

- An item for which a customer has negotiated a specific price: When selling this item to the customer, the negotiated price will be chosen automatically.

- An item left on consignment to the customer: This option is often used in supply to determine the quantity to be invoiced.
Example: A quantity of 10 (normal or PAR) will be left to the customer and periodically the representative checks the remaining quantity on the shelves and will bill the difference to the customer in addition to ordering the quantity to fill the normal.

- An item for which the customer receives a conditional freebie: This option is almost exclusively used in food. It allows you to specify either a discount or a freebie based on dates or quantities purchased for a given period.

 

Customer Account: This section displays the customer's account status. The current mode is displayed by default, the account history button allows you to view older invoices and payments. The open receipts button serves as a shortcut to the receipts module.
The transaction number on the right can be clicked to view the transaction in a window.

Customer History: The history tab of the customer record contains the permanent history of orders, invoices and items for this customer. It is possible to change the sorting by clicking on the titles that have a yellow LED next to them. If the LED is green then this sorting is active.
You can also change the dates field of the visible history.

* By clicking on the hyperlinks of the history or the account statement, the document in question appears in a window.