For those who export finished products abroad, the process of documentation and tracking of documents such as confirmations, certificates, reservation and booking of containers, customs clearance, etc. is extremely laborious and requires regular monitoring.
A document assembly system called chains in WEBMINO allows you to follow the import process at a glance.
The chain states are:
INITIATED - IN PREPARATION - WAITING - PACKED - IN LOADING - IN TRANSIT - ARRIVAL - RECEIVED
You can use the steps that suit you.
SAVE from the main or secondary page saves the entire chain
LOAD allows you to resume another chain without going through the table
CLOSE allows you to place the chain in the archives and no longer see it in the table
CLEAR allows you to make all traces of the chain disappear
An EXPORT chain includes a general section that describes the desired process, a status that you can update according to the state of the process, dates for monitoring this process.
Then come the steps that you create according to the needs of the process.
Each step can contain either one or more: CUSTOMER ORDER - SALES INVOICE - RECEIPT or DEPOSIT - CONFIRMATION - WAITING - COMMENT
Each type has information that you can associate.
In the case of a customer order, you can create it from here or associate one that was created previously.
Same thing for invoices and receipts.
For a CONFIRMATION, WAITING or COMMENT, you can associate PDF documents or photos according to your needs.
(The step must be SAVED to obtain the button to add a document or photo)
ADDING AN IMAGE OR PDF DOCUMENT IS AUTOMATICALLY SAVED! NO NEED TO SAVE THEN JUST FOR THE PHOTO OR PDF
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