WEBMINO 8 Help.0

Special Sale Options

Special options for some installed modules	Customer Points The customer points system is an optional customer loyalty measure. Thanks to an optional customer card, it allows customers to accumulate points in their account according to a ratio defined during their purchases. They can then use these points to pay for their future purchases partially or completely. Activate the Customer Points system: If checked, the point system will be activated. Mandatory card presentation: If checked, the customer card will be mandatory at the time of purchases to accumulate points. Acquisition ratio per monetary unit ($ or other): Value of the multiplier of the points accumulated (ex: 2 points per dollar of purchase). Mode for use (By tranche or Direct Value): By tranche requires the customer to use a minimum tranche value. By direct value allows the points to be used in a unitary way. Points per tranche: Indicates the number of points in the tranche (minimum used) if the tranche mode is active. Value of the tranche per monetary unit ($ or other): Indicates the monetary value of the tranche used. Direct Value of the Point per monetary unit ($ or other): Enter the monetary value of the unitary point used. Product Code for Points: Indicates the product code that represents the use of points. You will need to ensure that this product exists in the inventory.
	Messages and Appointments WEBMINO's internal messaging system allows, in addition to appointments and messages, customer relationship management and ensures follow-up of sellers for customer calls taken during their absence. The link between the seller's file and the user is made in the user's file via the Seller no. option box. These reminders will appear in the main menu when the user enters Webmino. Message Number: Number counter (last number used) for messages and appointments. Maximum Events per Day: Indicates the maximum number of events per day before displaying FULL in the calendar. Maximum Events per Representative per Day: Indicates the maximum number of events per day for a representative before displaying FULL in the calendar. (these maximums do not apply restrictions in the standard messaging module)
	Selective Billing The selective billing tool allows you to bill customers (or orders) using a table by classification or by route. You can also use a quote as a pro format for creation in order to save time. This table allows you to see current orders and invoices or make telephone sales. You can also choose counter billing to create documents instead of regular billing.
	Standard Billing This section allows two options. The first is to choose the invoices that will be activated by default in the closing of sales. The second option allows to display the projects or not in the billing and optionally the number and name or only the number.