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


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.