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


Import Chains

For those who import goods or raw materials, the process of documentation and tracking of documents such as confirmations, certificates, reservation and booking of containers, customs clearance, etc. is extremely laborious and requires regular monitoring.


A document assembly system called chains in WEBMINO allows you to follow the import process at a glance.

The chain states are:
INITIATED - IN PREPARATION - WAITING- PACKED - IN LOADING - IN TRANSIT - ARRIVAL - RECEIVED
You can use the steps that suit you.

SAVE from the main or secondary page saves the entire chain
LOAD allows you to resume another chain without going through the table
CLOSE allows you to place the chain in the archives and no longer see it in the table
CLEAR allows you to make all traces of the chain disappear



An IMPORT chain includes a general section that describes the desired process, a status that you can update according to the state of the process, dates for monitoring this process.

Then come the steps that you create according to the needs of the process.

Each step can contain either one or more: PURCHASE ORDER - PRE-PURCHASE INVOICE - PURCHASE INVOICE - CONFIRMATION - WAITING - COMMENT

Each type has information that you can associate.


In the case of a purchase order, you can create it from here or associate one that was created previously.
Same thing for PRE-PURCHASE and PURCHASE invoices.
A PRE-PURCHASE invoice is identical to a purchase invoice except that it is not recorded or placed to be paid at the supplier. You can transform it into a PURCHASE and close it like a normal PURCHASE invoice.

For a CONFIRMATION, WAITING or COMMENT, you can associate PDF documents or photos according to your needs.
(The step must be SAVED to obtain the button to add a document or photo)
ADDING AN IMAGE OR PDF DOCUMENT IS AUTOMATICALLY SAVED!
NO NEED TO SAVE THEN JUST FOR THE PHOTO OR PDF