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


Emails and Text Messages

One of WEBMINO's advanced features is the ability to send automated emails or text messages.

To do this, you must configure a series of formatted documents that will create a more or less personalized message that will accompany the PDF document. A new SEND EMAIL BY LINK ONLY option in Document Management allows you to send an email with a link to the document instead of the document itself as an attachment (lighter emails).

The sections are divided as follows:
    - Sales Documents: invoices, orders, quotes, work orders
    - Account Statements: customer account statements
    - Other Documents: almost all other documents in the system that can be sent by email.
    - Employees: all documents sent to employees (payment stubs) Payroll, T4 and Relevé 1 slips, Termination of Employment) which can be sent by email.
    - Customer Services Documents 1-2-3: order confirmations(1), ready order confirmation(2), online sales invoices(3)
    - Additional Texts 1-2-3-4: region-specific texts associated with certain optional modules.



For each section, you can enter relevant text and use SUBSTITUTION MACROS within it. The key is located to the left of each section.

The texting section requires an account and subscription with the company TWILIO to send text messages

To use texting, an account with the provider Twilio must be activated. This is the service that allows messages to be sent via a cellular gateway for Canada and the United States.
The price is approximately $0.008 per message. For $20, that's about 2,500 text messages. Texting is mainly used when two-factor authentication is enabled.



Additional information for sales documents in emails and text messages.



When sending emails with sales documents (invoices, orders, work orders, quotes, etc.), you have a setting in the document configuration itself that allows you to decide whether the document (PDF) is physically attached to the email or not. If the link option is enabled, a link is added to the email that allows the customer to download the document at their convenience.

In the case of text messages, a text message alone is an SMS; if a PDF is attached, it becomes an MMS and is more expensive because there is more data to transfer.
WEBMINO therefore processes all SMS messages and always includes a link allowing the customer to download the document at their convenience.

An exception exists for an invoice in 40-COLUMN RIBBON mode, which will be incorporated directly into the SMS message or email.

example:


Here is your requested invoice.
Please find attached a printable version of Invoice 1582.

Thank you very much from the Mondoux team.

For any information, contact info@mondoux.com or call (450) 678-6789
(do not reply to this automated email)


Mondoux Hardware Store
1234 Rue De La Madonne
St-Joachin De La Pérade
Quebec
J0T 1K2
(450) 678-6789 (450) 678-9876

INVOICE 1582 2025/01/15 15:37:35

Customer: 00000011
Pelletier, Antoine
1273 Desfaisans
Prevost, QC
J0R 1T0

Long telescopic hatch mount
1.00 @ $18.00 = $18.00
Suitcase of 600 wood and chipboard screws
10.00 @ $12.04 = $120.40

Subtotal $138.40
GST $6.02
QST $12.01
TOTAL $156.43
Customer Account $156.43

No. T.P.S.123123123123123
No. V.T.Q.1234112341234TQ0001

Clerk: Victor Lebrun

Thank you very much