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


Mobile Invoicing (cellphone or tablet)

The mobile functions have been adapted to the small screens of phones and tablets. This function allows you to create an invoice or order on a portable device.
Some functions are repealed compared to regular invoicing.
On the other hand, a quick order function based on history greatly speeds up processing on mobile devices.

The default page is the items page. On this page you can enter items, change mode, choose the seller and consult the history once a customer has been chosen.


1- By clicking on the name of the document you can switch to ORDER mode, SUBMISSION mode or return to INVOICE mode.
2- By clicking the CLIENT button, you enter client selection mode.

Search allows you to search the file to choose the client.

Once chosen, you can modify the information (this will update the file when finished) and click CLIENT OK to return to the items page.
(TIP) If you want to send the document by email to the customer, check or correct the email before clicking CUSTOMER OK.


3- The PAYMENT button is available in INVOICE mode only.
It allows you to choose the discount if the sale is paid immediately.
ATTENTION: if the rounding mode is active, the rule (rounding to 0.05) for the cash discount is in effect.


4- The DONE button is identical to the SAVE button in the regular invoice. It saves the invoice and prints/sends the document.
5- The CLR button is identical to the CANCEL button and simply deletes the current document. We return to a new empty document.
6- The PRODUCT button allows you to search for products in the inventory.

7- The TAXES button allows you to exempt the amount entered in the PRICE box according to the chosen tax level.
8- You can also enter the product code directly to select it.
9- You can specify the quantity. In some modules, you will also have the choice of the sales format.


When a customer is selected, you can view or build the order (invoice or quote) from their purchase history.
Just click the small icon next to their name to access the history.

In this mode you can simply activate the items you want to add to the document.
You can correct the quantities later.
To correct an item, just click on the PRODUCT CODE.

You can also delete the item with the button

The item is reloaded in the work section and you can modify it as needed.
If you modify the quantity and press ENTER the modifications will be considered completed and the item returns to its place with the new quantities.
(this is done to save time in mobile mode).

Before clicking the DONE button, specify the printing mode if you ever want to print or send the document.
The printing (non PDF) will be done from the server on the printer normally designated for this document (therefore in the office).