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


Operational Behavior

This configuration contains the different operational policies for this company. These settings affect how the software displays and processes information.


1) Prevents the system from formatting phone numbers according to North American formatting.

2) Allows the system to add the user's name in the note of sales documents (to know who made the invoice).

3) Allows the system to automatically choose the salesperson in the billing according to the one in the customer file.

4) Allows the user to choose the document # (to enter invoices with jumbled # if manual invoices are used).

5) Forces the taking of a deposit in the creation of a customer order.

6) Prevents the seller from being changed in the point of sale.

7) Allows the system to match identical items (point of sale ONLY).

8) Reverses the display of the list of items in the invoicing (last item at the top to facilitate the tracking of data entry if several items).

9) Allows to see the pending orders and quotes for a customer in the invoicing (to avoid forgetting).

10) Prevents the system from keeping the B/O on incomplete invoiced customer orders.

11) Allows different options according to the customers' credit limit.

12) Selects either an order or invoice from consignments.

13) Enables the option to eliminate one cent in the calculation of cash payment in invoicing.

14) Allows the system to display ONLY B/Os in sales orders (to quickly see what is left in orders with multiple items invoiced on multiple invoices).

15) Prevents the system from importing unscanned items (WEBMINO see Shipping Console ADMINOPLUS DO NOT ENABLE.

16) Prevents the system from analyzing items in sales orders to speed up the order tracking page.

17) Enables the system for adjusting amounts with the different exchange rates available.

18) Displays all available answers in service forms.

19) Adjust item prices when copying a sales invoice.

20-7) Allows you to specify the content of column 7 of the invoice.

21) Prevents the system from updating customer information when reloading invoices, orders and quotes.

22) Allows you to specify a label for column 7. However, the content follows the choice made in point 5.

23a-23b) Allows you to specify the label and images of the discount buttons 1 to 10.

24) Allows the system to clear the preprocessing after a payroll instead of keeping it for the next payroll.

25) Allows the printing of purchase invoices (if required).

26) Prevents the system from updating supplier information when reloading invoices and orders.

27) Allows the sale of products that are not listed in the inventory.
(WARNING no tracking or statistics are kept for these items NOT RECOMMENDED)

28) Allows the system to display the cost price for the seller.

29) Allows the user to choose the document # (to enter purchase orders with mixed # if manual POs are used).

30) Allows the display of photos in the selection from the image bank.

31) Allows the system to display a warning when an item reaches the minimum inventory quantity (if > 0)

32) Prevents selling quantities that are not in stock.
(ATTENTION this option is not negotiable NO ITEMS = NO SALE)

33) Allows the system to calculate reserved items in the availability display.

34) Prevents selling quantities of assemblies whose components are not in stock.


35) Allows for easier and faster analysis of inventory information in tables.


36) Prevents assembling quantities of assemblies whose components are not in stock.


37) Determines the default status of new purchase orders.


38) Determines the cost price that will be used in purchase orders.


39) Prevents saving a item without cost if the item is a regular item with qty. management.


40) Shows all possible answers in service form printing.


41) Enables the service timestamp in work orders by specifying the product attached to the labor.


42) Allows importing orders or invoices in DROPSHIP mode to filter supplier items only.


43) Determines the province for the tax constants and tables to be used by default in the payroll system. The employee record section determines the province to be used.