WEBMINO Manual

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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
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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
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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


Compact Point of Sale

Point of sale invoicing was created to allow the creation of sales invoices with an interface better adapted to tablets and small screens. The biggest difference with the standard WEBMINO point of sale is that the pending invoices are done in a temporary file and that this pending allows the recovery by another seller. It also allows items to be added and put back on hold indefinitely. This makes the system interesting for catering, a bar or any sales method that requires the pending and addition of items on this invoice until the time of payment by the customer. Some functions of the standard point of sale have been repealed to simplify handling. With this point of sale we can:

Make product sales and put on hold 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 invoicing.



2) First, you will access the items page. This screen is simplified for quick processing. Items can be entered using the keyboard or a barcode scanner. The system always provides access to the last item to modify the quantity, price or discount with the appropriate button.


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

The other buttons CLEAR - QUANTITY - PRICE - DISCOUNT allow you to adjust or modify the last item entered.



3) To put an invoice on hold (HOLD button) you must have at least one item and it is recommended to choose or indicate the customer's name. It is not necessary to create a customer account, you can choose an existing customer or just indicate the name to identify the pending invoice. The pending invoice numbers are temporary and come from the customer order counter.



4) To resume a pending invoice, the LOAD button displays the list of pending invoices (a bit like resuming an invoice in normal invoicing). You will notice the button that allows you to delete a pending invoice (ATTENTION: this operation is direct and cannot be canceled)



5) 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. It is also possible to just indicate the name to find a pending invoice.


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

6) 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 PAYMENT 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.


When the save button is activated, the pending invoice (if any) is deleted from the register and appears as a normal invoice with a new number.

This point of sale only allows the creation of invoices in mode direct. It does NOT allow the creation of orders, quotes or the import of these documents. The primary purpose of this point of sale is to have maximum speed in billing mode when replacing a cash register and to allow the flexibility of being able to put invoices on hold.