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


Online Customer Services

WEBMINO (and ADMINOPLUS) offer online customer services for the following services:

1) Online product catalog.
2) Sales and orders in line.
3) Online service requests (SERVICE+)
4) Online appointment booking (CLINIQUE+)

Sections common to all modes

Operational mode selection
Customer service mode: decide what you want to offer online for your customers.
The first 4 customer service modes make the sale with or without payment.
The 5th mode offers the creation of an order that must be picked up at the counter by the customer.
The catalog mode only shows the products without allowing purchases.
The payment mode only allows customers to pay their customer account.
The last mode will be offered according to the company model (BUSINESS - SERVICE - CLINIC) chosen.
It will not be offered in standard BUSINESS mode. Depending on the SERVICE or CLINIC mode
it allows either online appointment booking (CLINIC) or service requests (SERVICE).


Appearance
This section allows you to determine the visual appearance of your online services.
For the first 6 modes, the display parameters for items and the catalog can be specified.

Company name displayed: Indicates the name that will be used on printed matter and document titles.

Page Title: Indicates the name of the page that will be displayed in your customer's Internet browser.

Company Logo (small): Indicates the logo or design that will appear in your online store.

Portal Company Logo (large): Indicates the logo or design that will appear in the standard customer service portal. (Not used in the online sales module).


Number of items per page: determines how many items will be displayed in a catalog page for a category or subcategory. You should adjust this number depending on the catalog template chosen.

Use Sale Price: determines the price of the inventory sheet (1 to 5) that will be used in the online store.

Show available quantity: Determines if and how available quantities are displayed in the online store.

- Do not display (does not indicate any information)
- display in stock ( indicates the word IN STOCK only without any numbers if the available quantity is greater than 0.
- Show quantity ( indicates the quantity available in the product sheet).

Show sale price:This option only affects the Catalog mode and determines if sale prices are displayed.


Catalog template

3 catalog templates are available:

- A continuous list template without images, ideal for small items without photos.
- A continuous list template with images
- One template per page with images (most often used in online stores) online).

For the color selection, it is possible to choose a pre-determined theme (from 1 to 12).



For SERVICE or CLINIC mode, the appointment settings are displayed instead of those in the catalog.

Activation
Once ALL sections are prepared, the final page of the customer service configuration, i.e. the ACTIVATION page, tells you how to connect your website to these services.

At the bottom of this page you will find a specific access link to your online store or your offered services (in red), which you can broadcast on your website. You can test this link by clicking the link "CLICK HERE FOR A TEST".
1) Online product catalog

Here are the important points for creating a catalog of products and services for online sales. It is not necessary to make the full sale to display your products online. Preparing an inventory structure that complies with our online sales criteria will allow you to consistently maintain and manage a catalog of products and services for your customers.

STEP-1 Type of online publication: decide the goal to accomplish by displaying your products online.
    - sell your products and services
    - allow your customers to order your products and services with or without a deposit
    - publish a catalog only

These choices will be offered to you in the customer services configuration

STEP-2 Catalog Categories: configure your catalog categories as if you were dividing your inventory
for a catalog that will be consulted by customers. These categories have no connection
with the ADMINOPLUS accounting inventory categories. You are entitled to two levels
CATEGORY and SUBCATEGORIES for your catalog.

For details, see the configuration of catalog categories

STEP-3 Prepare your products and services: On page 2 of the inventory sheet, you can configure the catalog category of this product.
You can enable or disable its online availability as well as automatic deactivation
when the available quantities reach 0 to avoid customer purchases for a product that
you no longer have in hand.

At the bottom of the page you can fill in the complete descriptions that will be displayed (if the standard description is not complete enough).

A section at the bottom allows you to attach links to obtain certain informative tabs in the detailed page of the product.

You can also add an ACCESSORIES tab by adding the appropriate items in the list at the top of the page.
You can upload photos that will be displayed. The small photo is displayed in searches
and general catalog pages. The large photo is displayed in the product page
(once the customer clicks on a particular product).
These photos are either uploaded or taken from your photo bank.

IMPORTANT These photos are stored in the product sheet (encapsulated in the database).
So it is NOT necessary to keep them in the photo bank.

In the case where the product is a downloadable product (PDF, program or other type of electronic file),
you can configure the link to download the file once the payment is made.
The days of availability determine the time allowed to the customer for its download in
his MY FILE section of your catalog (0 = always available).

STEP-4 Configure the rest of your customer services: use the customer services configuration
(and the help in each of the sections) to finish setting up your catalog.
2) Online Sales and Orders

STEP-1 To sell products online, you must decide whether payment is required and whether an invoice or an order must be created.

The first 4 modes of customer services make the sale with or without payment.
The 5th mode offers the creation of an order that must be picked up and paid (or charged to the account) at the counter by the customer, much like the "CONSUMER DISTRIBUTION" store mode of the past.

STEP-2 The system incorporates (at the moment) the NVP mechanics for PAYPAL payments.

To use these payments, you must open a PAYPAL account and obtain the 3 important information.
PAYPAL User ID, Password and Signature are information provided by PAYPAL to identify your merchant account.
The source phone and email are information that you can complete.
The two URL request and redirection are already in the system and the last two lines of payment return are now self-managed by the system.

STEP-3 If you use any shipping system, you can configure the settings, calculation of fees for shipping providers.

You can enable free shipping for a minimum purchase amount, etc.

STEP-4

Prepare the home page with the HTML generator. This is the page that will be displayed when the customer arrives on your online services.

You can configure pages of promotions, services and terms that can be used according to your needs.

STEP-5 Prepare your email messages that will be sent by the system if you activate the email confirmation.
3) Online service requests (SERVICE+)

To allow appointments to be made (service requests) online, you must indicate the available days.
The maximum number of appointments per day allows you to block the days once the number is reached.
Finally, you must decide whether or not the choice of technician is offered.

If so, you will have to decide which technician will be offered in the seller management.


Afterwards, you will have to indicate which types of services will be offered. (SEE TYPES OF SERVICES in ADMINISTRATIVE SETTINGS)
Only services with an hourly rate indicated will be offered online.
4) Online appointment booking (CLINIC+)

To enable online appointment booking you must configure the general appointment settings (APPOINTMENT SETTINGS).

Operations determine the general opening policy of the clinic.

Locations are the treatment room(s) and their opening parameters.
For a hair salon, a room can represent a hairdresser's chair.


In the online services settings appearance section,
YOU CAN RESTRICT THE DAYS AND TIMES
offered online in addition to the general clinic settings.

Finally you must decide whether the choice of contact person is offered or not.
If so, you will have to decide which person will be offered in the seller management.