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


Point of Sale

Point of sale invoicing allows you to create sales invoices. It is designed to replace a cash register. With the point of sale you can:

Make product sales and update inventory.
Make service sales.
Charge the total amount to the customer's account (receivables).
Collect the total immediately.

To access the point of sale, here are the steps to follow:

1) Enter your seller code to access the billing.



2) First, you will access the items page. Enter your products and/or services with the quantities and prices.


Among the available options, sales grids can be configured in the administrative settings (Point of Sale), to allow you to quickly register items. Sales grids are often used by touch screen users.

The point of sale uses a work line (in yellow) on which the data entry is made.

Below, in the information section for the current item, we find the related products that come from the ACCESSORIES section of the CATALOGUE tab of the product sheet. We can add these items to the invoice with the button (indicated by the red arrow)

On confirmation of the line (Point of Sale mode or not), the completed line is found in the detail lines. To modify an item in the detail lines, click on the product code and this item will be in the work line. Following its confirmation, it returns to its place in the detail lines.

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If the invoiced item is a set (a kit), the item and its components will be colored GOLD to distinguish them from regular items.

The button allows you to delete a line

The button allows you to convert a discount percentage entered into an amount.

The button on each line allows you to detax the amount entered in the Unit Price box.


3) In the CUSTOMER page you can choose a customer or activate the new customer option to create customers. It is not necessary to access this page for a cash sale

Depending on a parameter LOCK THE SELLER AT THE POINT OF SALE in the operations section of the administrative parameters, you can or cannot modify the seller. This parameter, once activated, prevents the cash register from returning to the input keyboard after saving an invoice.

4) By default, the total of the invoice will be charged to the customer's account. It is possible to make an immediate payment by clicking the button.


Depending on the payment method chosen, the appropriate page appears to allow you to enter the payment. The amount keys are available for touch screen users.


The word Billing in the top left under the logo is clickable, it switches the invoice mode to Order mode and the order mode to Submission mode.

If you are in a mode other than billing, some sections will have different names. You will also see some information more or less depending on the type of document you have chosen.