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


Recherches

In several places in the system, the search engine is presented to help you select a record for viewing, editing or simply information that it contains.
If the search leads to record management and your rights allow you to add a new record, the "New Folder" option will be presented.

This tool always presents a certain number of folders (according to the sorting in effect) and a single search box in which you can directly enter the word or portion of the word searched for.

 


The "GO" button or the "ENTER" key allows you to launch the search on the word or portion of the word entered.
The results are then displayed to allow you to complete your selection and access the file.


The search engine has two search modes:

1- the key search mode (very fast) EX: "dum" finds "Dumont Marcel", "Dumoulin Richard", etc... because the word = the search key (in this case the name)

2- the approximate search mode (less fast) where the engine will search for the word or part of a word in all active keys
Example: "mar" finds "Forget Martin", "Boutin Marcel", etc... the more precise the word, the more precise the results.

Depending on the mode activated by the program (AUTO or MANUAL) the approximate search is activated simultaneously (to search on portions of words within several words.

If the automatic mode is active (as in the default clients) the following options (advance to the next page and return to the previous page) are found at the bottom of the page.

If the automatic mode is not activated, the search will be done on the primary sorts of the database. The approximate search option performs the same search on all relevant fields regardless of the position of the search key.

Example:
Search key: Denis

In automatic mode, "Denis Marcel", "Tremblay Denis", and "Moreau Denise" will be presented.
In automatic mode deactivated, "Denis Marcel" will be the only presented.

Automatic mode is slower for databases with more than 10,000 records. In this case, it will be advantageous to disable automatic mode.

The old advanced search is no longer required and has been abolished in version 5