WEBMINO Manual

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Tips and Work Techniques
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General Section
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Categories Section
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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


Events

CRM managed events

CRM events are linked to the representatives present in the company. These representatives can be managed in the administrative settings under the "seller" section. A representative then has a seller code. This seller code can optionally be linked to a user in the Administrative Options section in the user's file. The "Sales Options" section for this user allows you to link a user to a seller code. Otherwise, the system cannot automate the display of events for a given person. However, it will be possible to see the events in the various tools (daily events, calendar, etc.), but the user will have to manually select the representative for whom they wish to see the events. (see Users sheet)

There are two types of events:

In message mode

The message type allows you to leave a note for a representative, this is the type that appears by default. It is mainly intended for taking messages for someone who is absent or busy. The messages of the day appear as soon as the recipient returns to the main menu or connects to ADMINO+. It is possible to choose a date other than the current date and link this message directly to a customer record. The message or note box contains the information that will be displayed. When saving, a message becomes immediately visible to the recipient and the page returns to new message mode.

This symbol appears next to the event number if this event is not marked as read. Clicking the symbol marks the event as read.

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In appointment mode

In appointment mode you can specify a start date and time and an end date and time. An appointment is entered in the calendar on the dates specified. Apart from this feature, the appointment mode is identical to the message mode.

Optionally, a customer record can be linked to a message or an appointment. Once the customer record is linked, a sales document can also be linked. This information allows representatives to have complete information at hand when viewing the event.