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


General Information

Welcome to the management system WEBMINO version 8.

ADMINO+ online system
It is important to understand that the ADMINO+ product is an assembly of standard modules from the WEBMINO family.
ADMINO+ is simply a complete low-budget formula on a server shared by account holders or subscribers.
The difference with a WEBMINO system is that the server is 100% dedicated to the client on which the client can connect printing devices in real time. In addition, a WEBMINO system offers an infinite possibility of additional modules and custom-made modules.

In this on-screen help manual, you will find the procedures and explanations on how to use the different functions available in the system. Please note that some functions are optional or reserved and may be absent from your system depending on the options available for your account.

To simplify learning, when available, a video tutorial on the subject concerned is, where possible, offered at the top of the help page.

The particular nature of a WEB system incorporates certain operating rules that should be known to users.

1) You must remember that the system communicates through WEB pages and that no synchronized or hidden communication exists. A communication only takes place if the page is redisplayed (momentary flash or HTML post) after either a button click or the entry of data that activates a function.

2) Going back (using the "BACK" button) to another page is to be avoided and is often blocked because it only displays the old page in memory. So it does not necessarily show the current data because no request is sent to the server.

3) Since version 5, the WEBMINO infrastructure uses sessions directly on the server and NO LONGER USES "COOKIES" to store information about current operations.

A session is created during the initial connection and is persistent (good for 60 days) unless:

    - the user closes his session from the home page
    - the user changes IP address
    - the user tries to connect without specifying the session code in the address (URL)
    - the user tries to connect with his name while a session is in progress on another workstation

4)According to an optional choice in the user profile, the system reports as well as certain functions such as historical viewing can use "POP-UPS" or pop-up windows.
The default choice uses an internal frame and does not require any activation. If the POP-UP choice is specified, then these windows must be activated (at least for the ADMINO+ server) to obtain the reports and other functions that use these windows.

WEBMINO uses UNIQUE sessions for each user.
A user = 1 active session at a time
Simultaneous user on 2 workstations
Some users experience difficulties because of their working method. Sometimes you need to do 2 things at the same time without being able or wanting to manage a change of function. In this case it is possible (but not desirable) to open another tab and work twice in WEBMINO.
If we do two different things (two different functions like an invoice and a customer file consultation) it can be fine.
But WARNING there are some things that we should know. If we log out in a tab or window, then the user is gone (for the server) and the other will be ejected.
Fortunately (in this case) most users do not close their session and simply close the window.

The mechanics of work capsules is that which allows users to work for example on a workstation during the day, and in the evening on another workstation at home. There is only one work capsule per user.
This therefore allows a user to start an invoice during the day and finish it in the evening at home. The capsule is attached to the user and not to the workstation.
On the other hand, if the user logs in on 2 workstations (or two windows or tabs, which is technically the same thing for the server), it must be remembered that ONLY ONE WORK CAPSULE is available for this user.
Here are some sketches illustrating the concept of conflicts:
    
In the case where it is necessary to work at the same time, it will be necessary to create another ELVIS2 user and this user will have his own work capsule (NO MORE CONFLICT!)
A standard ADMINOPLUS account allows you to have 10 users, so don't hesitate to create them and don't all use the same user at the same time!