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


Prepare and ship

There are a variety of techniques for preparing and delivering your sales. If your customer's purchases are not picked up immediately, this section may be of interest to you. The software has several tools to make these tasks easier.

I will give examples for 3 main methods but a variety of variations on these methods can apply to your business.

METHOD 1: The sale takes place but the customer must wait for the preparation of their order before picking it up.


Once the invoice is created, the OPEN INVOICE TRACKING allows the handler to prepare the order.
The simple mode is better suited to small screens or tablets but has the same options.
The icons in the last column allow you to either:
- return packed
- load in the truck and place in transit
- return shipped
- finished delivered to the customer (makes the invoice disappear from the follow-ups)


Another person on another workstation who observes the console and activates AUTO-REFRESH will see the progress of the order in real time and will be able to give it to the customer once it is packed. He will be able to click and make the invoice disappear from the tracking.

METHOD 2: The sale takes place but the customer's order must be shipped within the day or in the following days.


The same OPEN INVOICE TRACKING can be used but another more complete tool allows the handler to prepare the order and the documents necessary for its shipment.



The SHIPPING CONSOLE allows you to view orders or invoices and prepare the required printed documents or labels. There are other more specialized options such as item scanning and lot/serial number selection. See the SHIPPING CONSOLE section for details.


In this console, the items, their availability and location are visible. There are even tools to downgrade an order if a mode is activated by mistake.

METHOD 3: The sale takes place but the delivery by us of the customer's order must be done within the day or in the following days.


The same steps as the method 2 are followed except that this order will be shipped by us. So once packed and ready, the delivery of the order will be done with WEBMINO TRANSPORT SYSTEM. Check this section because it contains a lot of functions and a help section for each one.

Without dwelling on explaining the concept of routes (you can check the transport section for details), the transport planning allows you to assign this order to a truck on a given date.

We can configure the route schedule for each truck with the TRUCK SCHEDULES.



In the transport planning we see two things:

At the top we see the trucks and the routes/dates Max. the next 10.
In the bottom table we see the invoices and their assignment.

To assign an invoice, simply choose the assignment tool (either the small truck) or (either the 4 arrows) to select the truck/date.
Choose the desired day for the truck that will make the delivery.



Once the invoices are placed in the trucks, we can finalize the positioning of the deliveries on the road.



Once the invoices are placed in the trucks, we can finalize the positioning of the deliveries on the road. We use the arrows or the "jump" movement to place the deliveries in sequence. Once finished, we save the sequence and it's over for this "run".

You can also extract a CSV list of the "run" to integrate it into google maps if you have a Google account and a mobile device in the truck allowing you to route the delivery.

The delivery console allows the driver to follow the route in the order prepared on a mobile device on board.



The driver has some tools like the google link (to find the address) and the checkered button when the delivery is finished to remove it from the board. When the board is empty, the deliveries are finished.